Filing Research | OPTU - OPTIMUM COMMUNICATIONS INC Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	MILFAM LLC	Shares	15.9MSH	$23.1M
2	EQUITEC PROPRIETARY MARKETS, LLC	Shares	213.8KSH	$310.0K
3	EQUITEC PROPRIETARY MARKETS, LLC	PUT	153.9KSH	$223.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	194.1KSH	$174.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	72.5KSH	$105.1K
6	CIDEL ASSET MANAGEMENT INC	Shares	58.5KSH	$84.8K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	54.9KSH	$79.7K
8	Merit Financial Group, LLC	Shares	51.6KSH	$74.8K
9	NorthCrest Asset Manangement, LLC	Shares	27.0KSH	$33.2K
10	Abel Hall, LLC	Shares	14.5KSH	$21.0K
11	Y-Intercept (Hong Kong) Ltd	Shares	11.8KSH	$17.2K
12	Kaufman Rossin Wealth, LLC	Shares	11.7KSH	$14.4K
13	Arlington Trust Co LLC	Shares	7.0KSH	$10.2K
14	EverSource Wealth Advisors, LLC	Shares	6.7KSH	$9.7K
15	True Wealth Design, LLC	Shares	4.8KSH	$6.9K
16	Farther Finance Advisors, LLC	Shares	2.4KSH	$3.6K
17	Fortitude Family Office, LLC	Shares	2.4KSH	$3.5K
18	SJS Investment Consulting Inc.	Shares	1.2KSH	$1.7K
19	FNY Investment Advisers, LLC	Shares	373.2KSH	$541
20	SBI Securities Co., Ltd.	Shares	333SH	$483
21	IFP Advisors, Inc	Shares	111SH	$161
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	24SH	$26
23	FNY Investment Advisers, LLC	PUT	410SH	$0

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

24 / 24 loaded

#		Instrument
1	MILFAM LLC added	Shares	+7.2M	+$11.7M	$23.1M
2	EQUITEC PROPRIETARY MARKETS, LLC new	Shares	+213.8K	+$310.0K	$310.0K
3	EQUITEC PROPRIETARY MARKETS, LLC new	PUT	+153.9K	+$223.2K	$223.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+165.9K	+$135.9K	$174.5K
5	Merit Financial Group, LLC new	Shares	+51.6K	+$74.8K	$74.8K
6	CIDEL ASSET MANAGEMENT INC added	Shares	+34.1K	+$53.1K	$84.8K
7	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+27.6K	+$44.1K	$79.7K
8	NorthCrest Asset Manangement, LLC new	Shares	+27.0K	+$33.2K	$33.2K
9	Abel Hall, LLC new	Shares	+14.5K	+$21.0K	$21.0K
10	Kaufman Rossin Wealth, LLC new	Shares	+11.7K	+$14.4K	$14.4K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$10.9K	$105.1K
12	Arlington Trust Co LLC new	Shares	+7.0K	+$10.2K	$10.2K
13	True Wealth Design, LLC added	Shares	+4.4K	+$6.4K	$6.9K
14	EverSource Wealth Advisors, LLC added	Shares	+3.4K	+$5.5K	$9.7K
15	Fortitude Family Office, LLC new	Shares	+2.4K	+$3.5K	$3.5K
16	Farther Finance Advisors, LLC added	Shares	+2.3K	+$3.5K	$3.6K
17	SJS Investment Consulting Inc. added	Shares	+1.1K	+$1.6K	$1.7K
18	FNY Investment Advisers, LLC new	Shares	+373.2K	+$541	$541
19	SBI Securities Co., Ltd. added	Shares	+92	+$170	$483
20	FNY Investment Advisers, LLC new	PUT	+410	$0	$0
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$6	$26
22	IFP Advisors, Inc trimmed	Shares	-248	-$306	$161
23	Apella Capital, LLC exited	Shares	-13.3K	-$22.2K	$0
24	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-57.9K	-$73.5K	$17.2K