Filing Research | SD - SANDRIDGE ENERGY INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Azarias Capital Management, L.P.	Shares	321.6KSH	$4.4M
2	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	65.7KSH	$900.7K
3	Forum Financial Management, LP	Shares	25.0KSH	$342.5K
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	19.2KSH	$263.6K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.9KSH	$200.1K
6	Next Level Private LLC	Shares	14.6KSH	$200.0K
7	Ballentine Partners, LLC	Shares	11.8KSH	$162.2K
8	Sequoia Financial Advisors, LLC	Shares	10.8KSH	$147.9K
9	Police & Firemen's Retirement System of New Jersey	Shares	10.1KSH	$137.8K
10	SIGNATUREFD, LLC	Shares	6.5KSH	$89.2K
11	Founders Capital Management	Shares	3.5KSH	$48.0K
12	GAMMA Investing LLC	Shares	1.9KSH	$26.2K
13	EverSource Wealth Advisors, LLC	Shares	779SH	$10.7K
14	IFP Advisors, Inc	Shares	726SH	$9.9K
15	Versant Capital Management, Inc	Shares	559SH	$7.7K
16	Farther Finance Advisors, LLC	Shares	440SH	$6.0K
17	MassMutual Private Wealth & Trust, FSB	Shares	371SH	$5.1K
18	AdvisorNet Financial, Inc	Shares	140SH	$1.9K
19	Fortitude Family Office, LLC	Shares	81SH	$1.1K
20	Trust Co	Shares	55SH	$754
21	True Wealth Design, LLC	Shares	52SH	$713
22	Physician Wealth Advisors, Inc.	Shares	34SH	$466
23	SJS Investment Consulting Inc.	Shares	24SH	$329
24	Abound Wealth Management	Shares	19SH	$256
25	State of Alaska, Department of Revenue	Shares	6.6KSH	$90
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2SH	$27
27	Hughes Financial Services, LLC	Shares	1SH	$14

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

29 / 29 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.9K	+$200.1K	$200.1K
2	Ballentine Partners, LLC new	Shares	+11.8K	+$162.2K	$162.2K
3	Sequoia Financial Advisors, LLC new	Shares	+10.8K	+$147.9K	$147.9K
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+5.5K	+$38.8K	$263.6K
5	SIGNATUREFD, LLC added	Shares	+3.2K	+$35.0K	$89.2K
6	Fortitude Family Office, LLC new	Shares	+81	+$1.1K	$1.1K
7	Physician Wealth Advisors, Inc. new	Shares	+34	+$466	$466
8	SJS Investment Consulting Inc. added	Shares	+7	+$51	$329
9	Hughes Financial Services, LLC unchanged	Shares	0	-$2	$14
10	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$5	$27
11	State of Alaska, Department of Revenue unchanged	Shares	0	-$16	$90
12	Abound Wealth Management unchanged	Shares	0	-$49	$256
13	True Wealth Design, LLC unchanged	Shares	0	-$136	$713
14	Trust Co unchanged	Shares	0	-$143	$754
15	AdvisorNet Financial, Inc unchanged	Shares	0	-$365	$1.9K
16	TOTH FINANCIAL ADVISORY CORP exited	Shares	-58	-$946	$0
17	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$968	$5.1K
18	Versant Capital Management, Inc unchanged	Shares	0	-$1.5K	$7.7K
19	Farther Finance Advisors, LLC trimmed	Shares	-75	-$1.8K	$6.0K
20	IFP Advisors, Inc trimmed	Shares	-28	-$2.4K	$9.9K
21	EverSource Wealth Advisors, LLC trimmed	Shares	-368	-$8.0K	$10.7K
22	Founders Capital Management unchanged	Shares	0	-$9.1K	$48.0K
23	GAMMA Investing LLC trimmed	Shares	-1.2K	-$24.2K	$26.2K
24	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$26.2K	$137.8K
25	Forum Financial Management, LP unchanged	Shares	0	-$65.3K	$342.5K
26	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+2.6K	-$128.6K	$900.7K
27	Y-Intercept (Hong Kong) Ltd exited	Shares	-14.4K	-$234.8K	$0
28	Next Level Private LLC trimmed	Shares	-24.5K	-$437.7K	$200.0K
29	Azarias Capital Management, L.P. added	Shares	+9.2K	-$689.8K	$4.4M