Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $149.5M |
| 2 | WEDGE CAPITAL MANAGEMENT L L P/NC | $2.0M |
| 3 | LVZ, Inc. | $527.0K |
| 4 | Police & Firemen's Retirement System of New Jersey | $424.3K |
| 5 | RiverPark Advisors, LLC | $132.0K |
| 6 | SIGNATUREFD, LLC | $26.0K |
| 7 | Blue Trust, Inc. | $15.1K |
| 8 | Bogart Wealth, LLC | $14.5K |
| 9 | EverSource Wealth Advisors, LLC | $11.1K |
| 10 | Mirae Asset Global Investments Co., Ltd. | $3.9K |
| 11 | CoreCap Advisors, LLC | $3.6K |
| 12 | IFP Advisors, Inc | $2.2K |
| 13 | True Wealth Design, LLC | $1.5K |
| 14 | Handelsbanken Fonder AB | $442 |
| 15 | Farther Finance Advisors, LLC | $193 |
| 16 | SJS Investment Consulting Inc. | $97 |
| 17 | Creative Capital Management Investments LLC | $72 |
| 18 | LRI Investments, LLC | $24 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$424.3K | |
| 3 | +$177.5K | |
| 4 | +$14.5K | |
| 5 | +$3.6K | |
| 6 | +$889 | |
| 7 | +$196 | |
| 8 | +$72 | |
| 9 | +$24 | |
| 10 | -$51 | |
| 11 | -$107 | |
| 12 | -$115 | |
| 13 | -$127 | |
| 14 | -$201 | |
| 15 | -$483 | |
| 16 | -$652 | |
| 17 | -$915 | |
| 18 | -$965 | |
| 19 | -$3.8K | |
| 20 | -$4.2K | |
| 21 | -$4.3K | |
| 22 | -$12.8K | |
| 23 | -$46.2K | |
| 24 | -$274.3K | |
| 25 | -$51.1M |