Filing Research | QUAD - QUAD / GRAPHICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	PFG Investments, LLC	Shares	82.6KSH	$696.7K
2	Wealth Architects, LLC	Shares	50.2KSH	$423.4K
3	Baron Wealth Management LLC	Shares	25.0KSH	$210.5K
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	15.0KSH	$126.5K
5	Prospera Financial Services Inc	Shares	10.8KSH	$91.1K
6	GAMMA Investing LLC	Shares	10.8KSH	$90.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	8.8KSH	$74.6K
8	IFP Advisors, Inc	Shares	5.3KSH	$44.8K
9	EverSource Wealth Advisors, LLC	Shares	787SH	$6.6K
10	SJS Investment Consulting Inc.	Shares	154SH	$1.3K
11	SBI Securities Co., Ltd.	Shares	117SH	$986
12	Fortitude Family Office, LLC	Shares	99SH	$835
13	MassMutual Private Wealth & Trust, FSB	Shares	51SH	$430
14	Farther Finance Advisors, LLC	Shares	18SH	$152
15	AdvisorNet Financial, Inc	Shares	10SH	$84
16	State of Alaska, Department of Revenue	Shares	4.8KSH	$40

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

18 / 18 loaded

#		Instrument
1	Wealth Architects, LLC unchanged	Shares	0	+$91.4K	$423.4K
2	Prospera Financial Services Inc new	Shares	+10.8K	+$91.1K	$91.1K
3	PFG Investments, LLC trimmed	Shares	-10.0K	+$84.3K	$696.7K
4	Baron Wealth Management LLC added	Shares	+3.1K	+$66.0K	$210.5K
5	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$27.3K	$126.5K
6	GAMMA Investing LLC unchanged	Shares	0	+$19.6K	$90.8K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$16.1K	$74.6K
8	IFP Advisors, Inc added	Shares	+126	+$10.5K	$44.8K
9	EverSource Wealth Advisors, LLC trimmed	Shares	-13	+$1.3K	$6.6K
10	SJS Investment Consulting Inc. new	Shares	+154	+$1.3K	$1.3K
11	Fortitude Family Office, LLC new	Shares	+99	+$835	$835
12	Farther Finance Advisors, LLC added	Shares	+12	+$112	$152
13	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-7	+$47	$430
14	AdvisorNet Financial, Inc unchanged	Shares	0	+$18	$84
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$9	$40
16	True Wealth Design, LLC exited	Shares	-1	-$7	$0
17	SBI Securities Co., Ltd. trimmed	Shares	-300	-$1.8K	$986
18	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-35.0K	-$231.2K	$0

Filing Research | QUAD - QUAD / GRAPHICS INC Institutional Holdings