Filing Research | REAX - THE REAL BROKERAGE INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	DBA TRADING, LLC	Shares	300.0KSH	$750.0K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.9KSH	$174.0K
3	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	Shares	87.0KSH	$158.3K
4	Apella Capital, LLC	Shares	55.3KSH	$124.3K
5	Fortitude Advisory Group L.L.C.	Shares	62.4KSH	$113.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	54.1KSH	$98.4K
7	PRIVATE CLIENT SERVICES, LLC	Shares	36.8KSH	$66.9K
8	Emerald Advisors, LLC	Shares	25.0KSH	$45.5K
9	SEARCY FINANCIAL SERVICES INC /ADV	Shares	24.1KSH	$43.9K
10	Merit Financial Group, LLC	Shares	21.3KSH	$38.7K
11	VVR Holdings LLC	Shares	13.2KSH	$24.0K
12	SIGNATUREFD, LLC	Shares	6.5KSH	$11.9K
13	Golden State Wealth Management, LLC	Shares	6.0KSH	$10.9K
14	Main Street Group, LTD	Shares	6.0KSH	$10.9K
15	Tradewinds Capital Management, LLC	Shares	2.9KSH	$5.4K
16	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$2.1K
17	EQUITEC PROPRIETARY MARKETS, LLC	PUT	1.0KSH	$1.8K
18	EQUITEC PROPRIETARY MARKETS, LLC	Shares	1.0KSH	$1.8K
19	IFP Advisors, Inc	Shares	814SH	$1.5K
20	True Wealth Design, LLC	Shares	724SH	$1.3K
21	LRI Investments, LLC	Shares	496SH	$903
22	Farther Finance Advisors, LLC	Shares	371SH	$675
23	MassMutual Private Wealth & Trust, FSB	Shares	249SH	$453
24	Hughes Financial Services, LLC	Shares	179SH	$326
25	State of Alaska, Department of Revenue	Shares	12.9KSH	$23
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	12.2KSH	$22
27	SBI Securities Co., Ltd.	Shares	9SH	$16

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

31 / 31 loaded

#		Instrument
1	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV new	Shares	+87.0K	+$158.3K	$158.3K
2	Emerald Advisors, LLC new	Shares	+25.0K	+$45.5K	$45.5K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+25.3K	+$26.5K	$98.4K
4	VVR Holdings LLC new	Shares	+13.2K	+$24.0K	$24.0K
5	SEARCY FINANCIAL SERVICES INC /ADV added	Shares	+12.4K	+$14.6K	$43.9K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+21.5K	+$13.7K	$174.0K
7	Main Street Group, LTD added	Shares	+5.9K	+$10.7K	$10.9K
8	PRIVATE CLIENT SERVICES, LLC added	Shares	+13.9K	+$9.8K	$66.9K
9	SIGNATUREFD, LLC added	Shares	+4.4K	+$6.7K	$11.9K
10	EQUITEC PROPRIETARY MARKETS, LLC new	PUT	+1.0K	+$1.8K	$1.8K
11	EQUITEC PROPRIETARY MARKETS, LLC new	Shares	+1.0K	+$1.8K	$1.8K
12	True Wealth Design, LLC added	Shares	+710	+$1.3K	$1.3K
13	LRI Investments, LLC new	Shares	+496	+$903	$903
14	Hughes Financial Services, LLC new	Shares	+179	+$326	$326
15	Farther Finance Advisors, LLC added	Shares	+219	+$280	$675
16	EverSource Wealth Advisors, LLC added	Shares	+363	+$122	$2.1K
17	DBA TRADING, LLC unchanged	Shares	0	$0	$750.0K
18	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	-$9	$22
19	State of Alaska, Department of Revenue unchanged	Shares	0	-$9	$23
20	SJS Investment Consulting Inc. exited	Shares	-12	-$30	$0
21	IFP Advisors, Inc added	Shares	+136	-$214	$1.5K
22	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-137	-$512	$453
23	Physician Wealth Advisors, Inc. exited	Shares	-298	-$745	$0
24	Tradewinds Capital Management, LLC unchanged	Shares	0	-$2.0K	$5.4K
25	SBI Securities Co., Ltd. trimmed	Shares	-1.1K	-$2.9K	$16
26	Golden State Wealth Management, LLC unchanged	Shares	0	-$4.1K	$10.9K
27	Merit Financial Group, LLC added	Shares	+367	-$13.5K	$38.7K
28	Apella Capital, LLC trimmed	Shares	-506	-$28.5K	$124.3K
29	Abel Hall, LLC exited	Shares	-12.2K	-$30.5K	$0
30	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-15.0K	-$37.5K	$0
31	Fortitude Advisory Group L.L.C. trimmed	Shares	-150	-$42.8K	$113.6K