Filing Research | OMDA - OMADA HEALTH INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	a16z Perennial Management, L.P.	Shares	334.1KSH	$7.3M
2	Y-Intercept (Hong Kong) Ltd	Shares	48.5KSH	$1.1M
3	Baader Bank Aktiengesellschaft	Shares	32.0KSH	$702.4K
4	Mirador Capital Partners LP	Shares	20.8KSH	$457.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$274.9K
6	Police & Firemen's Retirement System of New Jersey	Shares	11.1KSH	$243.5K
7	CIGNA INVESTMENTS INC /NEW	Shares	3.4MSH	$75.6K
8	Versant Capital Management, Inc	Shares	3.0KSH	$65.8K
9	TOTH FINANCIAL ADVISORY CORP	Shares	1.0KSH	$21.9K
10	EverSource Wealth Advisors, LLC	Shares	809SH	$17.8K
11	Provenance Wealth Advisors, LLC	Shares	555SH	$12.2K
12	IFP Advisors, Inc	Shares	303SH	$6.7K
13	Farther Finance Advisors, LLC	Shares	268SH	$5.9K
14	GAMMA Investing LLC	Shares	189SH	$4.1K
15	SJS Investment Consulting Inc.	Shares	122SH	$2.7K
16	True Wealth Design, LLC	Shares	106SH	$2.3K
17	Fortitude Family Office, LLC	Shares	97SH	$2.1K
18	FINANCIAL CONSULATE, INC	Shares	20SH	$439
19	MassMutual Private Wealth & Trust, FSB	Shares	7SH	$154

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

19 / 19 loaded

#		Instrument
1	a16z Perennial Management, L.P. added	Shares	+141.6K	+$5.0M	$7.3M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+48.5K	+$1.1M	$1.1M
3	Baader Bank Aktiengesellschaft new	Shares	+32.0K	+$702.4K	$702.4K
4	Mirador Capital Partners LP unchanged	Shares	0	+$195.4K	$457.3K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	+$134.4K	$243.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.1K	+$112.8K	$274.9K
7	Versant Capital Management, Inc added	Shares	+2.3K	+$56.8K	$65.8K
8	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	+$32.3K	$75.6K
9	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$9.4K	$21.9K
10	EverSource Wealth Advisors, LLC trimmed	Shares	-172	+$5.4K	$17.8K
11	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$5.2K	$12.2K
12	Farther Finance Advisors, LLC added	Shares	+58	+$3.2K	$5.9K
13	SJS Investment Consulting Inc. added	Shares	+106	+$2.5K	$2.7K
14	Fortitude Family Office, LLC new	Shares	+97	+$2.1K	$2.1K
15	IFP Advisors, Inc trimmed	Shares	-85	+$1.8K	$6.7K
16	FINANCIAL CONSULATE, INC new	Shares	+20	+$439	$439
17	True Wealth Design, LLC trimmed	Shares	-76	+$39	$2.3K
18	GAMMA Investing LLC trimmed	Shares	-149	-$100	$4.1K
19	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-22	-$211	$154

Filing Research | OMDA - OMADA HEALTH INC Institutional Holdings