Filing Research | RC - READY CAPITAL CORP Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	RAMSEY QUANTITATIVE SYSTEMS	Shares	1.2MSH	$2.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	104.1KSH	$149.2K
3	PARAGON CAPITAL MANAGEMENT INC	Shares	70.0KSH	$122.5K
4	BFSG, LLC	Shares	56.9KSH	$99.6K
5	LexAurum Advisors, LLC	Shares	51.1KSH	$89.4K
6	Police & Firemen's Retirement System of New Jersey	Shares	46.0KSH	$80.5K
7	Sound Income Strategies, LLC	Shares	41.4KSH	$72.5K
8	Abel Hall, LLC	Shares	40.7KSH	$71.3K
9	Allied Private Wealth LLC	Shares	39.9KSH	$65.5K
10	Sowell Financial Services LLC	Shares	36.6KSH	$64.1K
11	J.W. COLE ADVISORS, INC.	Shares	30.8KSH	$53.9K
12	MISSION WEALTH MANAGEMENT, LP	Shares	26.1KSH	$45.6K
13	Miller Global Investments, LLC	Shares	22.4KSH	$39.2K
14	Merit Financial Group, LLC	Shares	22.3KSH	$39.1K
15	Sharkey, Howes & Javer	Shares	16.2KSH	$28.4K
16	B. Riley Wealth Advisors, Inc.	Shares	14.2KSH	$24.9K
17	NorthCrest Asset Manangement, LLC	Shares	13.3KSH	$22.6K
18	IFP Advisors, Inc	Shares	11.2KSH	$19.6K
19	EverSource Wealth Advisors, LLC	Shares	5.5KSH	$9.7K
20	GAMMA Investing LLC	Shares	3.4KSH	$6.0K
21	Farther Finance Advisors, LLC	Shares	3.3KSH	$5.8K
22	Aspect Partners, LLC	Shares	2.0KSH	$3.5K
23	LANARK FINANCIAL, INC.	Shares	1.7KSH	$3.0K
24	True Wealth Design, LLC	Shares	1.6KSH	$2.7K
25	Blue Trust, Inc.	Shares	1.2KSH	$2.2K
26	SIGNATUREFD, LLC	Shares	1.2KSH	$2.1K
27	VSM Wealth Advisory, LLC	Shares	1.2KSH	$2.0K
28	Bear Mountain Capital, Inc.	Shares	1.1KSH	$1.8K
29	EVOLUTION WEALTH MANAGEMENT INC.	Shares	839SH	$1.5K
30	MassMutual Private Wealth & Trust, FSB	Shares	720SH	$1.3K
31	Kozak & Associates, Inc.	Shares	531SH	$945
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	534SH	$935
33	FIRST FINANCIAL CORP /IN/	Shares	520SH	$910
34	Fortitude Family Office, LLC	Shares	467SH	$817
35	CoreCap Advisors, LLC	Shares	460SH	$805
36	LRI Investments, LLC	Shares	325SH	$569
37	Ares Financial Consulting, LLC	Shares	225SH	$394
38	SJS Investment Consulting Inc.	Shares	203SH	$356
39	Roxbury Financial LLC	Shares	43SH	$75
40	CX Institutional	Shares	548SH	$1

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

41 / 41 loaded

#		Instrument
1	RAMSEY QUANTITATIVE SYSTEMS unchanged	Shares	0	+$162.4K	$2.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+68.3K	+$91.9K	$149.2K
3	Abel Hall, LLC new	Shares	+40.7K	+$71.3K	$71.3K
4	Merit Financial Group, LLC new	Shares	+22.3K	+$39.1K	$39.1K
5	NorthCrest Asset Manangement, LLC new	Shares	+13.3K	+$22.6K	$22.6K
6	BFSG, LLC added	Shares	+4.9K	+$15.4K	$99.6K
7	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.4K	+$10.5K	$45.6K
8	PARAGON CAPITAL MANAGEMENT INC unchanged	Shares	0	+$9.1K	$122.5K
9	EverSource Wealth Advisors, LLC added	Shares	+3.5K	+$6.4K	$9.7K
10	Sound Income Strategies, LLC trimmed	Shares	-776	+$6.2K	$72.5K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.0K	$80.5K
12	Farther Finance Advisors, LLC added	Shares	+2.1K	+$3.9K	$5.8K
13	Miller Global Investments, LLC unchanged	Shares	0	+$2.9K	$39.2K
14	Sowell Financial Services LLC trimmed	Shares	-1.2K	+$2.8K	$64.1K
15	IFP Advisors, Inc added	Shares	+583	+$2.4K	$19.6K
16	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$2.3K	$24.9K
17	Sharkey, Howes & Javer unchanged	Shares	0	+$2.1K	$28.4K
18	True Wealth Design, LLC added	Shares	+780	+$1.5K	$2.7K
19	Fortitude Family Office, LLC new	Shares	+467	+$817	$817
20	J.W. COLE ADVISORS, INC. trimmed	Shares	-2.1K	+$666	$53.9K
21	SJS Investment Consulting Inc. added	Shares	+152	+$273	$356
22	Aspect Partners, LLC unchanged	Shares	0	+$260	$3.5K
23	MassMutual Private Wealth & Trust, FSB added	Shares	+100	+$256	$1.3K
24	LANARK FINANCIAL, INC. unchanged	Shares	0	+$226	$3.0K
25	Blue Trust, Inc. unchanged	Shares	0	+$162	$2.2K
26	VSM Wealth Advisory, LLC added	Shares	+6	+$159	$2.0K
27	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$109	$1.5K
28	Kozak & Associates, Inc. unchanged	Shares	0	+$95	$945
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$70	$935
30	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	+$68	$910
31	CoreCap Advisors, LLC unchanged	Shares	0	+$60	$805
32	LRI Investments, LLC unchanged	Shares	0	+$42	$569
33	Ares Financial Consulting, LLC unchanged	Shares	0	+$41	$394
34	Roxbury Financial LLC unchanged	Shares	0	+$5	$75
35	CX Institutional added	Shares	+3	$0	$1
36	GAMMA Investing LLC trimmed	Shares	-442	-$272	$6.0K
37	Bear Mountain Capital, Inc. unchanged	Shares	0	-$404	$1.8K
38	SIGNATUREFD, LLC trimmed	Shares	-2.3K	-$3.5K	$2.1K
39	LexAurum Advisors, LLC trimmed	Shares	-23.8K	-$31.9K	$89.4K
40	Madison Park Capital Advisors, LLC exited	Shares	-22.1K	-$35.9K	$0
41	Y-Intercept (Hong Kong) Ltd exited	Shares	-26.8K	-$43.4K	$0