Filing Research | RPD - RAPID7 INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	163.8KSH	$1.3M
2	Y-Intercept (Hong Kong) Ltd	Shares	111.4KSH	$902.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	79.3KSH	$886.3K
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	35.0KSH	$283.4K
5	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	29.3KSH	$237.7K
6	Diversified Trust Co	Shares	28.8KSH	$232.9K
7	Sequoia Financial Advisors, LLC	Shares	26.0KSH	$210.8K
8	Williams & Novak, LLC	Shares	24.1KSH	$194.8K
9	Mirae Asset Global Investments Co., Ltd.	Shares	23.4KSH	$189.8K
10	Merit Financial Group, LLC	Shares	19.5KSH	$158.1K
11	DRIVE WEALTH MANAGEMENT, LLC	Shares	18.3KSH	$147.9K
12	Police & Firemen's Retirement System of New Jersey	Shares	17.7KSH	$143.1K
13	SIGNATUREFD, LLC	Shares	17.2KSH	$139.4K
14	Poehling Capital Management, INC.	Shares	12.0KSH	$96.9K
15	Versant Capital Management, Inc	Shares	10.5KSH	$84.8K
16	GAMMA Investing LLC	Shares	5.9KSH	$47.5K
17	Farther Finance Advisors, LLC	Shares	4.1KSH	$32.9K
18	True Wealth Design, LLC	Shares	1.9KSH	$15.1K
19	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$11.8K
20	Allied Private Wealth LLC	Shares	760SH	$8.7K
21	Owl Creek Wealth Partners LLC	Shares	660SH	$5.3K
22	SBI Securities Co., Ltd.	Shares	527SH	$4.3K
23	SJS Investment Consulting Inc.	Shares	377SH	$3.1K
24	MassMutual Private Wealth & Trust, FSB	Shares	347SH	$2.8K
25	Physician Wealth Advisors, Inc.	Shares	287SH	$2.3K
26	Blue Trust, Inc.	Shares	166SH	$1.3K
27	Marquette Asset Management, LLC	Shares	74SH	$600
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	10SH	$90
29	Activest Wealth Management	Shares	10SH	$81
30	State of Alaska, Department of Revenue	Shares	7.4KSH	$59
31	FIRST HORIZON CORP	Shares	5SH	$41
32	Hughes Financial Services, LLC	Shares	2SH	$16
33	FNY Investment Advisers, LLC	Shares	70SH	$0

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

40 / 40 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+87.2K	+$904.7K	$1.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+60.6K	+$785.4K	$886.3K
3	Sequoia Financial Advisors, LLC new	Shares	+26.0K	+$210.8K	$210.8K
4	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+16.8K	+$183.0K	$283.4K
5	Merit Financial Group, LLC new	Shares	+19.5K	+$158.1K	$158.1K
6	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+18.3K	+$147.9K	$147.9K
7	SIGNATUREFD, LLC added	Shares	+12.7K	+$114.5K	$139.4K
8	Diversified Trust Co added	Shares	+1.3K	+$81.6K	$232.9K
9	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-3.0K	+$59.3K	$237.7K
10	Williams & Novak, LLC trimmed	Shares	-1.1K	+$58.0K	$194.8K
11	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.3K	+$53.4K	$189.8K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$45.8K	$143.1K
13	Versant Capital Management, Inc added	Shares	+1.2K	+$33.9K	$84.8K
14	Poehling Capital Management, INC. trimmed	Shares	-1.1K	+$25.0K	$96.9K
15	GAMMA Investing LLC added	Shares	+1.0K	+$20.7K	$47.5K
16	True Wealth Design, LLC added	Shares	+1.7K	+$14.5K	$15.1K
17	EverSource Wealth Advisors, LLC added	Shares	+835	+$8.4K	$11.8K
18	Owl Creek Wealth Partners LLC new	Shares	+660	+$5.3K	$5.3K
19	SBI Securities Co., Ltd. added	Shares	+489	+$4.1K	$4.3K
20	SJS Investment Consulting Inc. added	Shares	+365	+$3.0K	$3.1K
21	Farther Finance Advisors, LLC trimmed	Shares	-1.5K	+$2.5K	$32.9K
22	Physician Wealth Advisors, Inc. new	Shares	+287	+$2.3K	$2.3K
23	MassMutual Private Wealth & Trust, FSB added	Shares	+201	+$2.0K	$2.8K
24	Marquette Asset Management, LLC new	Shares	+74	+$600	$600
25	Blue Trust, Inc. unchanged	Shares	0	+$429	$1.3K
26	Activest Wealth Management added	Shares	+5	+$53	$81
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$36	$90
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$19	$59
29	FIRST HORIZON CORP unchanged	Shares	0	+$13	$41
30	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$0
31	Hughes Financial Services, LLC trimmed	Shares	-1	-$1	$16
32	Handelsbanken Fonder AB exited	Shares	-16.2K	-$89	$0
33	IFP Advisors, Inc exited	Shares	-588	-$3.2K	$0
34	Sound Income Strategies, LLC exited	Shares	-3.5K	-$18.8K	$0
35	Abacus Wealth Partners, LLC exited	Shares	-12.4K	-$68.2K	$0
36	Park Capital Management, LLC / WI exited	Shares	-15.9K	-$87.7K	$0
37	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-78.7K	-$145.0K	$902.6K
38	Commonwealth Financial Services, LLC exited	Shares	-33.5K	-$184.4K	$0
39	Tempus Wealth Planning, LLC exited	Shares	-42.3K	-$233.1K	$0
40	Counterpoint Mutual Funds LLC exited	Shares	-50.5K	-$278.4K	$0