Filing Research | OFIX - ORTHOFIX MED INC Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	60.5KSH	$553.3K
2	KIRR MARBACH & CO LLC /IN/	Shares	39.5KSH	$360.7K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.9KSH	$208.2K
4	Assenagon Asset Management S.A.	Shares	21.3KSH	$194.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	10.7KSH	$97.4K
6	Versant Capital Management, Inc	Shares	1.3KSH	$12.0K
7	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	600SH	$5.5K
8	EverSource Wealth Advisors, LLC	Shares	596SH	$5.4K
9	MassMutual Private Wealth & Trust, FSB	Shares	584SH	$5.3K
10	GAMMA Investing LLC	Shares	518SH	$4.7K
11	SIGNATUREFD, LLC	Shares	498SH	$4.6K
12	Farther Finance Advisors, LLC	Shares	404SH	$3.8K
13	True Wealth Design, LLC	Shares	268SH	$2.5K
14	IFP Advisors, Inc	Shares	258SH	$2.4K
15	SJS Investment Consulting Inc.	Shares	187SH	$1.7K
16	Wealth Enhancement Trust Services, Inc.	Shares	69SH	$631
17	Aventura Private Wealth, LLC	Shares	3SH	$27
18	State of Alaska, Department of Revenue	Shares	2.1KSH	$19
19	Capital Advisors, Ltd. LLC	Shares	21SH	$0

Manager changes2026-06-30 vs 2026-03-31

23 / 23 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+60.5K	+$553.3K	$553.3K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+17.9K	+$208.2K	$208.2K
3	Farther Finance Advisors, LLC added	Shares	+298	+$2.5K	$3.8K
4	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+300	+$2.0K	$5.5K
5	IFP Advisors, Inc added	Shares	+209	+$1.8K	$2.4K
6	SJS Investment Consulting Inc. added	Shares	+172	+$1.5K	$1.7K
7	True Wealth Design, LLC added	Shares	+185	+$1.5K	$2.5K
8	Wealth Enhancement Trust Services, Inc. new	Shares	+69	+$631	$631
9	Capital Advisors, Ltd. LLC new	Shares	+21	$0	$0
10	State of Alaska, Department of Revenue unchanged	Shares	0	-$5	$19
11	Aventura Private Wealth, LLC unchanged	Shares	0	-$7	$27
12	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-57	-$2.0K	$5.3K
13	SIGNATUREFD, LLC trimmed	Shares	-221	-$3.7K	$4.6K
14	EverSource Wealth Advisors, LLC trimmed	Shares	-356	-$5.5K	$5.4K
15	Versant Capital Management, Inc trimmed	Shares	-521	-$9.0K	$12.0K
16	GAMMA Investing LLC trimmed	Shares	-804	-$10.4K	$4.7K
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$24.8K	$97.4K
18	KIRR MARBACH & CO LLC /IN/ unchanged	Shares	0	-$91.9K	$360.7K
19	Gradient Capital Advisors, LLC exited	Shares	-10.0K	-$114.7K	$0
20	Diversified Trust Co exited	Shares	-10.5K	-$120.2K	$0
21	Abel Hall, LLC exited	Shares	-12.1K	-$139.1K	$0
22	Counterpoint Mutual Funds LLC exited	Shares	-22.8K	-$261.3K	$0
23	Assenagon Asset Management S.A. trimmed	Shares	-50.0K	-$622.9K	$194.8K