Filing Research | RMAX - RE/MAX HLDGS INC Institutional Holdings

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Olympiad Research LP	Shares	98.6KSH	$971.8K
2	B. Riley Wealth Advisors, Inc.	Shares	13.4KSH	$133.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	5.3KSH	$51.9K
4	Center for Financial Planning, Inc.	Shares	2.0KSH	$19.7K
5	Versant Capital Management, Inc	Shares	1.4KSH	$14.2K
6	Farther Finance Advisors, LLC	Shares	842SH	$8.3K
7	GAMMA Investing LLC	Shares	766SH	$7.6K
8	EverSource Wealth Advisors, LLC	Shares	390SH	$3.8K
9	IFP Advisors, Inc	Shares	14SH	$138
10	LANARK FINANCIAL, INC.	Shares	10SH	$98
11	State of Alaska, Department of Revenue	Shares	3.0KSH	$29
12	SBI Securities Co., Ltd.	Shares	2SH	$20
13	SJS Investment Consulting Inc.	Shares	2SH	$20
14	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.8KSH	$18
15	Fortitude Family Office, LLC	Shares	1SH	$10
16	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$10

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

21 / 21 loaded

#		Instrument
1	Olympiad Research LP new	Shares	+98.6K	+$971.8K	$971.8K
2	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$55.7K	$133.5K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$21.6K	$51.9K
4	Center for Financial Planning, Inc. unchanged	Shares	0	+$8.2K	$19.7K
5	Farther Finance Advisors, LLC trimmed	Shares	-8	+$3.5K	$8.3K
6	GAMMA Investing LLC trimmed	Shares	-22	+$3.0K	$7.6K
7	Versant Capital Management, Inc trimmed	Shares	-753	+$1.6K	$14.2K
8	LANARK FINANCIAL, INC. unchanged	Shares	0	+$41	$98
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$12	$29
10	Fortitude Family Office, LLC new	Shares	+1	+$10	$10
11	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$10	$10
12	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$8	$18
13	SBI Securities Co., Ltd. trimmed	Shares	-1	+$3	$20
14	MassMutual Private Wealth & Trust, FSB exited	Shares	0	$0	$0
15	SJS Investment Consulting Inc. trimmed	Shares	-2	-$4	$20
16	True Wealth Design, LLC exited	Shares	-9	-$52	$0
17	IFP Advisors, Inc trimmed	Shares	-34	-$138	$138
18	EverSource Wealth Advisors, LLC trimmed	Shares	-1.3K	-$5.9K	$3.8K
19	IFC & Insurance Marketing, Inc. exited	Shares	-10.4K	-$59.9K	$0
20	Aaron Wealth Advisors LLC exited	Shares	-14.6K	-$84.2K	$0
21	Robeco Institutional Asset Management B.V. exited	Shares	-39.1K	-$225.1K	$0