Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $803.5K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $595.7K |
| 3 | Abacus Wealth Partners, LLC | $286.5K |
| 4 | Commonwealth Financial Services, LLC | $210.5K |
| 5 | Mirae Asset Global Investments Co., Ltd. | $188.7K |
| 6 | ANCHYRA PARTNERS LLC | $177.4K |
| 7 | Park Capital Management, LLC / WI | $174.0K |
| 8 | HENNESSY ADVISORS INC | $160.5K |
| 9 | Police & Firemen's Retirement System of New Jersey | $144.9K |
| 10 | GAMMA Investing LLC | $99.9K |
| 11 | Versant Capital Management, Inc | $43.7K |
| 12 | SIGNATUREFD, LLC | $39.2K |
| 13 | Farther Finance Advisors, LLC | $38.0K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $28.7K |
| 15 | EverSource Wealth Advisors, LLC | $20.9K |
| 16 | CoreCap Advisors, LLC | $15.1K |
| 17 | SBI Securities Co., Ltd. | $8.4K |
| 18 | True Wealth Design, LLC | $7.9K |
| 19 | IFP Advisors, Inc | $3.6K |
| 20 | MassMutual Private Wealth & Trust, FSB | $1.2K |
| 21 | SJS Investment Consulting Inc. | $546 |
| 22 | Fortitude Family Office, LLC | $316 |
| 23 | SENTINEL TRUST CO LBA | $287 |
| 24 | State of Alaska, Department of Revenue | $88 |
| 25 | TSFG, LLC | $6 |
| 26 | Capital Advisors, Ltd. LLC | $5 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$448.9K | |
| 2 | +$177.4K | |
| 3 | +$174.0K | |
| 4 | +$71.0K | |
| 5 | +$50.0K | |
| 6 | +$45.1K | |
| 7 | +$39.2K | |
| 8 | +$38.6K | |
| 9 | +$35.6K | |
| 10 | +$28.3K | |
| 11 | +$15.9K | |
| 12 | +$15.1K | |
| 13 | +$13.9K | |
| 14 | +$8.1K | |
| 15 | +$5.9K | |
| 16 | +$3.3K | |
| 17 | +$507 | |
| 18 | +$419 | |
| 19 | +$316 | |
| 20 | +$287 | |
| 21 | +$24 | |
| 22 | +$5 | |
| 23 | +$2 | |
| 24 | -$34 | |
| 25 | -$1.3K | |
| 26 | -$26.7K | |
| 27 | -$107.0K | |
| 28 | -$274.8K | |
| 29 | -$425.7K | |
| 30 | -$454.0K |