Filing Research | RM - REGIONAL MGMT CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	7.2KSH	$297.4K
2	Police & Firemen's Retirement System of New Jersey	Shares	2.7KSH	$111.4K
3	Versant Capital Management, Inc	Shares	691SH	$28.5K
4	SIGNATUREFD, LLC	Shares	519SH	$21.4K
5	GAMMA Investing LLC	Shares	328SH	$13.5K
6	EverSource Wealth Advisors, LLC	Shares	42SH	$1.7K
7	IFP Advisors, Inc	Shares	38SH	$1.6K
8	Farther Finance Advisors, LLC	Shares	12SH	$495
9	True Wealth Design, LLC	Shares	6SH	$248
10	Wealth Enhancement Trust Services, Inc.	Shares	4SH	$165
11	State of Alaska, Department of Revenue	Shares	2.1KSH	$85
12	SJS Investment Consulting Inc.	Shares	1SH	$42
13	Fortitude Family Office, LLC	Shares	1SH	$41
14	SBI Securities Co., Ltd.	Shares	1SH	$41

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

14 / 14 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-162	+$59.4K	$297.4K
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$24.2K	$111.4K
3	SIGNATUREFD, LLC added	Shares	+452	+$19.2K	$21.4K
4	Versant Capital Management, Inc added	Shares	+44	+$7.6K	$28.5K
5	GAMMA Investing LLC added	Shares	+89	+$5.8K	$13.5K
6	EverSource Wealth Advisors, LLC added	Shares	+13	+$793	$1.7K
7	IFP Advisors, Inc added	Shares	+8	+$598	$1.6K
8	Wealth Enhancement Trust Services, Inc. new	Shares	+4	+$165	$165
9	True Wealth Design, LLC unchanged	Shares	0	+$54	$248
10	SJS Investment Consulting Inc. new	Shares	+1	+$42	$42
11	Fortitude Family Office, LLC new	Shares	+1	+$41	$41
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$19	$85
13	SBI Securities Co., Ltd. unchanged	Shares	0	+$9	$41
14	Farther Finance Advisors, LLC trimmed	Shares	-30	-$874	$495

Filing Research | RM - REGIONAL MGMT CORP Institutional Holdings