Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $33.9M |
| 2 | GRACE & WHITE INC /NY | $13.7M |
| 3 | ARDSLEY ADVISORY PARTNERS LP | $3.4M |
| 4 | Y-Intercept (Hong Kong) Ltd | $877.1K |
| 5 | Harbour Capital Advisors, LLC | $786.7K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $597.1K |
| 7 | Spire Wealth Management | $368.9K |
| 8 | OLD NATIONAL BANCORP /IN/ | $181.5K |
| 9 | Police & Firemen's Retirement System of New Jersey | $175.9K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $155.1K |
| 11 | SBI Securities Co., Ltd. | $112.6K |
| 12 | EverSource Wealth Advisors, LLC | $71.0K |
| 13 | Founders Capital Management | $50.5K |
| 14 | Gleason Group, Inc. | $43.8K |
| 15 | Farther Finance Advisors, LLC | $12.7K |
| 16 | Owl Creek Wealth Partners LLC | $10.3K |
| 17 | True Wealth Design, LLC | $9.3K |
| 18 | GAMMA Investing LLC | $5.4K |
| 19 | SIGNATUREFD, LLC | $3.4K |
| 20 | Sachetta, LLC | $3.1K |
| 21 | Fortitude Family Office, LLC | $2.6K |
| 22 | LANARK FINANCIAL, INC. | $1.9K |
| 23 | Fruth Investment Management | $176 |
| 24 | State of Alaska, Department of Revenue | $37 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$15.8M | |
| 2 | +$3.9M | |
| 3 | +$1.2M | |
| 4 | +$877.1K | |
| 5 | +$597.1K | |
| 6 | +$254.4K | |
| 7 | +$150.1K | |
| 8 | +$74.1K | |
| 9 | +$61.9K | |
| 10 | +$34.6K | |
| 11 | +$29.3K | |
| 12 | +$25.0K | |
| 13 | +$17.8K | |
| 14 | +$11.6K | |
| 15 | +$10.6K | |
| 16 | +$3.6K | |
| 17 | +$3.1K | |
| 18 | +$3.1K | |
| 19 | +$2.0K | |
| 20 | +$1.9K | |
| 21 | +$1.9K | |
| 22 | +$1.1K | |
| 23 | +$62 | |
| 24 | +$13 | |
| 25 | -$2.2K |