Filing Research | REAL - RealReal (The) Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	Capricorn Fund Managers Ltd	Shares	581.6KSH	$6.9M
2	ZAZOVE ASSOCIATES LLC	Shares	185.0KSH	$2.2M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	108.5KSH	$1.3M
4	SIERRA SUMMIT ADVISORS LLC	Shares	95.3KSH	$1.1M
5	Y-Intercept (Hong Kong) Ltd	Shares	85.2KSH	$1.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.7KSH	$526.4K
7	Counterpoint Mutual Funds LLC	Shares	34.9KSH	$411.4K
8	Police & Firemen's Retirement System of New Jersey	Shares	33.2KSH	$391.9K
9	LANARK FINANCIAL, INC.	Shares	22.3KSH	$262.7K
10	Net Worth Advisory Group	Shares	15.5KSH	$183.2K
11	Merit Financial Group, LLC	Shares	12.5KSH	$146.9K
12	Farther Finance Advisors, LLC	Shares	11.5KSH	$135.3K
13	EverSource Wealth Advisors, LLC	Shares	6.2KSH	$73.3K
14	SBI Securities Co., Ltd.	Shares	4.7KSH	$55.3K
15	IFP Advisors, Inc	Shares	1.5KSH	$18.3K
16	GAMMA Investing LLC	Shares	857SH	$10.1K
17	Versant Capital Management, Inc	Shares	780SH	$9.2K
18	True Wealth Design, LLC	Shares	537SH	$6.3K
19	SIGNATUREFD, LLC	Shares	237SH	$2.8K
20	SJS Investment Consulting Inc.	Shares	225SH	$2.7K
21	MassMutual Private Wealth & Trust, FSB	Shares	195SH	$2.3K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$1.2K
23	FINANCIAL CONSULATE, INC	Shares	35SH	$413
24	State of Alaska, Department of Revenue	Shares	5.6KSH	$66
25	GHP Investment Advisors, Inc.	Shares	2SH	$24

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

29 / 29 loaded

#		Instrument
1	Capricorn Fund Managers Ltd added	Shares	+32.8K	+$1.9M	$6.9M
2	SIERRA SUMMIT ADVISORS LLC new	Shares	+95.3K	+$1.1M	$1.1M
3	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+11.1K	+$394.5K	$1.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.6K	+$279.9K	$526.4K
5	LANARK FINANCIAL, INC. added	Shares	+13.4K	+$182.1K	$262.7K
6	Merit Financial Group, LLC new	Shares	+12.5K	+$146.9K	$146.9K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+5.6K	+$140.6K	$391.9K
8	Farther Finance Advisors, LLC added	Shares	+3.1K	+$58.1K	$135.3K
9	SBI Securities Co., Ltd. added	Shares	+4.6K	+$54.5K	$55.3K
10	Net Worth Advisory Group trimmed	Shares	-1.3K	+$30.6K	$183.2K
11	EverSource Wealth Advisors, LLC trimmed	Shares	-36	+$16.5K	$73.3K
12	Versant Capital Management, Inc new	Shares	+780	+$9.2K	$9.2K
13	IFP Advisors, Inc added	Shares	+491	+$8.7K	$18.3K
14	True Wealth Design, LLC added	Shares	+492	+$5.9K	$6.3K
15	GAMMA Investing LLC added	Shares	+169	+$3.9K	$10.1K
16	SJS Investment Consulting Inc. added	Shares	+132	+$1.8K	$2.7K
17	SIGNATUREFD, LLC unchanged	Shares	0	+$642	$2.8K
18	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$528	$2.3K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$292	$1.2K
20	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$95	$413
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$16	$66
22	GHP Investment Advisors, Inc. unchanged	Shares	0	+$5	$24
23	AM INVESTMENT STRATEGIES LLC exited	Shares	-27.6K	-$250	$0
24	Rachor Investment Advisory Services, LLC exited	Shares	-36	-$327	$0
25	PARK AVENUE SECURITIES LLC exited	Shares	-49.0K	-$445	$0
26	Park Edge Advisors, LLC exited	Shares	-10.0K	-$91.1K	$0
27	ZAZOVE ASSOCIATES LLC trimmed	Shares	-70.0K	-$770.8K	$2.2M
28	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-188.8K	-$1.5M	$1.0M
29	Counterpoint Mutual Funds LLC trimmed	Shares	-457.9K	-$4.1M	$411.4K