Filing Research | PXED - PHOENIX ED PARTNERS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	CWC Advisors, LLC.	Shares	19.1KSH	$629.1K
2	EQUITABLE TRUST CO	Shares	15.6KSH	$511.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	1.3KSH	$43.8K
4	EverSource Wealth Advisors, LLC	Shares	51SH	$1.7K
5	SBI Securities Co., Ltd.	Shares	15SH	$493
6	IFP Advisors, Inc	Shares	4SH	$131
7	Farther Finance Advisors, LLC	Shares	2SH	$66
8	SJS Investment Consulting Inc.	Shares	2SH	$66
9	True Wealth Design, LLC	Shares	2SH	$66
10	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	452SH	$15

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

11 / 11 loaded

#		Instrument
1	CWC Advisors, LLC. new	Shares	+19.1K	+$629.1K	$629.1K
2	EQUITABLE TRUST CO new	Shares	+15.6K	+$511.7K	$511.7K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$1.9K	$43.8K
4	EverSource Wealth Advisors, LLC added	Shares	+33	+$1.1K	$1.7K
5	SBI Securities Co., Ltd. new	Shares	+15	+$493	$493
6	Farther Finance Advisors, LLC new	Shares	+2	+$66	$66
7	SJS Investment Consulting Inc. added	Shares	+1	+$34	$66
8	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+452	+$15	$15
9	True Wealth Design, LLC unchanged	Shares	0	+$3	$66
10	IFP Advisors, Inc trimmed	Shares	-3	-$89	$131
11	Curated Wealth Partners LLC exited	Shares	-65.0K	-$2.0M	$0

Filing Research | PXED - PHOENIX ED PARTNERS INC Institutional Holdings