Filing Research | PUBM - PUBMATIC INC Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Diversified Trust Co	Shares	17.6KSH	$230.4K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.5KSH	$197.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	12.5KSH	$163.4K
4	Versant Capital Management, Inc	Shares	10.7KSH	$139.8K
5	Curated Wealth Partners LLC	Shares	50.0KSH	$61.9K
6	GAMMA Investing LLC	Shares	4.4KSH	$57.3K
7	Mirae Asset Global Investments Co., Ltd.	Shares	2.2KSH	$29.5K
8	MassMutual Private Wealth & Trust, FSB	Shares	808SH	$10.6K
9	EverSource Wealth Advisors, LLC	Shares	634SH	$8.3K
10	ADIRONDACK TRUST CO	Shares	549SH	$7.2K
11	SBI Securities Co., Ltd.	Shares	528SH	$6.9K
12	True Wealth Design, LLC	Shares	402SH	$5.3K
13	Farther Finance Advisors, LLC	Shares	397SH	$5.2K
14	SIGNATUREFD, LLC	Shares	114SH	$1.5K
15	SJS Investment Consulting Inc.	Shares	59SH	$775
16	Physician Wealth Advisors, Inc.	Shares	44SH	$578
17	State of Alaska, Department of Revenue	Shares	1.3KSH	$16

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

21 / 21 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.5K	+$197.1K	$197.1K
2	Diversified Trust Co unchanged	Shares	0	+$86.8K	$230.4K
3	Versant Capital Management, Inc added	Shares	+2.5K	+$72.9K	$139.8K
4	Curated Wealth Partners LLC new	Shares	+50.0K	+$61.9K	$61.9K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$61.5K	$163.4K
6	GAMMA Investing LLC trimmed	Shares	-42	+$21.2K	$57.3K
7	EverSource Wealth Advisors, LLC added	Shares	+174	+$4.6K	$8.3K
8	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$4.0K	$10.6K
9	True Wealth Design, LLC added	Shares	+241	+$4.0K	$5.3K
10	ADIRONDACK TRUST CO unchanged	Shares	0	+$2.7K	$7.2K
11	Farther Finance Advisors, LLC added	Shares	+45	+$2.3K	$5.2K
12	SBI Securities Co., Ltd. trimmed	Shares	-102	+$1.8K	$6.9K
13	SJS Investment Consulting Inc. added	Shares	+39	+$611	$775
14	Physician Wealth Advisors, Inc. new	Shares	+44	+$578	$578
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$6	$16
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-68	-$558	$0
17	SIGNATUREFD, LLC trimmed	Shares	-167	-$803	$1.5K
18	Main Street Group, LTD exited	Shares	-100	-$818	$0
19	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.9K	-$4.6K	$29.5K
20	Leibman Financial Services, Inc. exited	Shares	-16.3K	-$133.3K	$0
21	Cardinal Point Capital Management ULC exited	Shares	-71.5K	-$584.9K	$0