Filing Research | OSG - OCTAVE SPECIALTY GROUP INC Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Mraz, Amerine & Associates, Inc.	Shares	21.4KSH	$133.8K
2	Impact Capital Partners LLC	Shares	19.5KSH	$121.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.1KSH	$84.6K
4	Police & Firemen's Retirement System of New Jersey	Shares	11.8KSH	$73.8K
5	Crown Wealth Group, LLC	Shares	11.2KSH	$69.7K
6	McGlone Suttner Wealth Management, Inc.	Shares	10.9KSH	$68.1K
7	Versant Capital Management, Inc	Shares	8.4KSH	$52.2K
8	FIRST HORIZON CORP	Shares	4.8KSH	$29.8K
9	Farther Finance Advisors, LLC	Shares	752SH	$4.7K
10	EverSource Wealth Advisors, LLC	Shares	360SH	$2.2K
11	DiNuzzo Private Wealth, Inc.	Shares	177SH	$1.1K
12	True Wealth Design, LLC	Shares	108SH	$674
13	Physician Wealth Advisors, Inc.	Shares	86SH	$537
14	Bogart Wealth, LLC	Shares	77SH	$480
15	IFP Advisors, Inc	Shares	36SH	$225
16	SJS Investment Consulting Inc.	Shares	19SH	$119
17	SBI Securities Co., Ltd.	Shares	10SH	$62
18	Fortitude Family Office, LLC	Shares	8SH	$50
19	Allied Private Wealth LLC	Shares	8SH	$48

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

23 / 23 loaded

#		Instrument
1	Impact Capital Partners LLC new	Shares	+19.5K	+$121.8K	$121.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.1K	+$84.6K	$84.6K
3	McGlone Suttner Wealth Management, Inc. new	Shares	+10.9K	+$68.1K	$68.1K
4	Versant Capital Management, Inc new	Shares	+8.4K	+$52.2K	$52.2K
5	Mraz, Amerine & Associates, Inc. unchanged	Shares	0	+$34.1K	$133.8K
6	FIRST HORIZON CORP new	Shares	+4.8K	+$29.8K	$29.8K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$18.8K	$73.8K
8	Crown Wealth Group, LLC unchanged	Shares	0	+$17.7K	$69.7K
9	EverSource Wealth Advisors, LLC added	Shares	+123	+$1.1K	$2.2K
10	True Wealth Design, LLC new	Shares	+108	+$674	$674
11	Physician Wealth Advisors, Inc. new	Shares	+86	+$537	$537
12	Bogart Wealth, LLC new	Shares	+77	+$480	$480
13	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$281	$1.1K
14	SJS Investment Consulting Inc. new	Shares	+19	+$119	$119
15	IFP Advisors, Inc added	Shares	+2	+$67	$225
16	Fortitude Family Office, LLC new	Shares	+8	+$50	$50
17	SBI Securities Co., Ltd. unchanged	Shares	0	+$15	$62
18	GAMMA Investing LLC exited	Shares	-72	-$335	$0
19	Farther Finance Advisors, LLC trimmed	Shares	-3.1K	-$13.0K	$4.7K
20	Symmetry Partners, LLC exited	Shares	-11.0K	-$51.2K	$0
21	ANCHYRA PARTNERS LLC exited	Shares	-16.3K	-$75.9K	$0
22	Park Capital Management, LLC / WI exited	Shares	-21.3K	-$98.9K	$0
23	Commonwealth Financial Services, LLC exited	Shares	-29.0K	-$134.9K	$0