Filing Research | SAIL - SAILPOINT INC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	4.5MSH	$66.2M
2	Lunate Capital Ltd	Shares	3.0MSH	$43.9M
3	Covea Finance	Shares	576.9KSH	$8.4M
4	Curated Wealth Partners LLC	Shares	66.3KSH	$1.9M
5	Altrafin AG	Shares	120.5KSH	$1.8M
6	Prospera Financial Services Inc	Shares	82.3KSH	$1.2M
7	Y-Intercept (Hong Kong) Ltd	Shares	70.5KSH	$1.0M
8	Mirae Asset Global Investments Co., Ltd.	Shares	65.0KSH	$951.0K
9	Police & Firemen's Retirement System of New Jersey	Shares	30.0KSH	$438.9K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.4KSH	$334.7K
11	Blue Trust, Inc.	Shares	22.5KSH	$330.0K
12	Venturi Wealth Management, LLC	Shares	10.0KSH	$146.4K
13	Versant Capital Management, Inc	Shares	3.0KSH	$43.8K
14	EverSource Wealth Advisors, LLC	Shares	2.8KSH	$41.6K
15	LANARK FINANCIAL, INC.	Shares	2.2KSH	$31.6K
16	Farther Finance Advisors, LLC	Shares	1.8KSH	$26.2K
17	SBI Securities Co., Ltd.	Shares	832SH	$12.2K
18	SIGNATUREFD, LLC	Shares	500SH	$7.3K
19	GAMMA Investing LLC	Shares	257SH	$3.8K
20	Bogart Wealth, LLC	Shares	150SH	$2.2K
21	MassMutual Private Wealth & Trust, FSB	Shares	143SH	$2.1K
22	Owl Creek Wealth Partners LLC	Shares	140SH	$2.0K
23	Polianta Ltd	Shares	133.1KSH	$1.9K
24	Physician Wealth Advisors, Inc.	Shares	108SH	$1.6K
25	DB Fitzpatrick & Co, Inc	Shares	100SH	$1.5K
26	ELEVATION WEALTH PARTNERS, LLC	Shares	90SH	$1.3K
27	SJS Investment Consulting Inc.	Shares	49SH	$718
28	Handelsbanken Fonder AB	Shares	18.0KSH	$264
29	IFP Advisors, Inc	Shares	17SH	$249
30	PARK AVENUE SECURITIES LLC	Shares	12.6KSH	$185
31	FNY Investment Advisers, LLC	Shares	8.4KSH	$122
32	WEST PACES ADVISORS INC.	Shares	8SH	$117
33	AdvisorNet Financial, Inc	Shares	4SH	$59
34	Activest Wealth Management	Shares	1SH	$15

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

41 / 41 loaded

#		Instrument
1	WASATCH ADVISORS LP new	Shares	+4.5M	+$66.2M	$66.2M
2	Covea Finance new	Shares	+576.9K	+$8.4M	$8.4M
3	Lunate Capital Ltd unchanged	Shares	0	+$4.2M	$43.9M
4	Curated Wealth Partners LLC new	Shares	+66.3K	+$1.9M	$1.9M
5	Altrafin AG added	Shares	+68.5K	+$1.1M	$1.8M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+70.5K	+$1.0M	$1.0M
7	Prospera Financial Services Inc added	Shares	+30.0K	+$512.1K	$1.2M
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+18.2K	+$332.0K	$951.0K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+3.6K	+$89.2K	$438.9K
10	Blue Trust, Inc. added	Shares	+1.3K	+$49.4K	$330.0K
11	LANARK FINANCIAL, INC. new	Shares	+2.2K	+$31.6K	$31.6K
12	EverSource Wealth Advisors, LLC added	Shares	+1.2K	+$20.3K	$41.6K
13	Venturi Wealth Management, LLC unchanged	Shares	0	+$14.0K	$146.4K
14	Versant Capital Management, Inc added	Shares	+243	+$7.4K	$43.8K
15	MassMutual Private Wealth & Trust, FSB new	Shares	+143	+$2.1K	$2.1K
16	Owl Creek Wealth Partners LLC new	Shares	+140	+$2.0K	$2.0K
17	Polianta Ltd new	Shares	+133.1K	+$1.9K	$1.9K
18	ELEVATION WEALTH PARTNERS, LLC new	Shares	+90	+$1.3K	$1.3K
19	Bogart Wealth, LLC added	Shares	+76	+$1.2K	$2.2K
20	DB Fitzpatrick & Co, Inc added	Shares	+45	+$736	$1.5K
21	SIGNATUREFD, LLC unchanged	Shares	0	+$700	$7.3K
22	SJS Investment Consulting Inc. added	Shares	+21	+$347	$718
23	Physician Wealth Advisors, Inc. added	Shares	+9	+$271	$1.6K
24	WEST PACES ADVISORS INC. new	Shares	+8	+$117	$117
25	AdvisorNet Financial, Inc new	Shares	+4	+$59	$59
26	Handelsbanken Fonder AB added	Shares	+2.2K	+$55	$264
27	PARK AVENUE SECURITIES LLC added	Shares	+1.3K	+$35	$185
28	FNY Investment Advisers, LLC added	Shares	+900	+$23	$122
29	Hughes Financial Services, LLC exited	Shares	-2	-$26	$0
30	Quaker Wealth Management, LLC exited	Shares	-2	-$27	$0
31	Activest Wealth Management trimmed	Shares	-13	-$170	$15
32	Richardson Capital Management LLC exited	Shares	-38	-$503	$0
33	True Wealth Design, LLC exited	Shares	-148	-$2.0K	$0
34	GAMMA Investing LLC trimmed	Shares	-179	-$2.0K	$3.8K
35	Marquette Asset Management, LLC exited	Shares	-337	-$4.5K	$0
36	SBI Securities Co., Ltd. trimmed	Shares	-433	-$4.6K	$12.2K
37	Farther Finance Advisors, LLC trimmed	Shares	-610	-$5.9K	$26.2K
38	PROFFITT & GOODSON INC exited	Shares	-600	-$7.9K	$0
39	IFP Advisors, Inc trimmed	Shares	-664	-$8.8K	$249
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.6K	-$28.9K	$334.7K
41	Merit Financial Group, LLC exited	Shares	-13.6K	-$180.5K	$0