Filing Research | SEZL - SEZZLE INC Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Accredited Investors Inc.	Shares	807.4KSH	$138.6M
2	ARDSLEY ADVISORY PARTNERS LP	Shares	215.0KSH	$36.9M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	20.5KSH	$3.5M
4	Focus Financial Network, Inc.	Shares	14.5KSH	$2.5M
5	COOKSON PEIRCE & CO INC	Shares	13.2KSH	$2.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.7KSH	$2.1M
7	Louisiana State Employees Retirement System	Shares	7.4KSH	$1.3M
8	Unique Wealth Strategies, LLC	Shares	6.4KSH	$1.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	4.8KSH	$830.5K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.5KSH	$778.5K
11	Gallacher Capital Management LLC	Shares	4.0KSH	$690.3K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	4.0KSH	$684.3K
13	Yorktown Management & Research Co Inc	Shares	4.0KSH	$677.9K
14	PRIVATE CLIENT SERVICES, LLC	Shares	3.6KSH	$624.4K
15	XML Financial, LLC	Shares	3.4KSH	$590.9K
16	GK Wealth Management LLC	Shares	3.1KSH	$531.0K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	2.8KSH	$479.9K
18	BANQUE PICTET & CIE SA	Shares	2.8KSH	$475.4K
19	Revisor Wealth Management LLC	Shares	2.6KSH	$438.7K
20	BankChampaign, National Association	Shares	2.3KSH	$395.9K
21	Bay Rivers Group	Shares	1.9KSH	$318.5K
22	Abel Hall, LLC	Shares	1.8KSH	$305.7K
23	DRIVE WEALTH MANAGEMENT, LLC	Shares	1.7KSH	$293.8K
24	Ifrah Financial Services, Inc.	Shares	1.7KSH	$289.9K
25	EWA, LLC	Shares	1.3KSH	$220.7K
26	Optivise Advisory Services LLC	Shares	1.3KSH	$220.2K
27	Merit Financial Group, LLC	Shares	1.2KSH	$205.6K
28	Blue Trust, Inc.	Shares	1.2KSH	$198.9K
29	GAMMA Investing LLC	Shares	890SH	$152.8K
30	Farther Finance Advisors, LLC	Shares	659SH	$113.1K
31	TOTH FINANCIAL ADVISORY CORP	Shares	300SH	$51.5K
32	Versant Capital Management, Inc	Shares	256SH	$43.9K
33	Spire Wealth Management	Shares	169SH	$29.0K
34	SIGNATUREFD, LLC	Shares	162SH	$27.8K
35	Founders Capital Management	Shares	150SH	$25.7K
36	IFP Advisors, Inc	Shares	146SH	$25.1K
37	EverSource Wealth Advisors, LLC	Shares	113SH	$19.4K
38	Mirae Asset Global Investments Co., Ltd.	Shares	88SH	$15.1K
39	MassMutual Private Wealth & Trust, FSB	Shares	83SH	$14.2K
40	Golden State Wealth Management, LLC	Shares	72SH	$12.4K
41	Cape Investment Advisory, Inc.	Shares	65SH	$11.2K
42	LifeSteps Financial, Inc.	Shares	52SH	$8.9K
43	Fortitude Family Office, LLC	Shares	38SH	$6.5K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	17.8KSH	$3.0K
45	State of Alaska, Department of Revenue	Shares	12.9KSH	$2.2K
46	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	10SH	$1.7K
47	SJS Investment Consulting Inc.	Shares	9SH	$1.5K
48	FARMERS & MERCHANTS INVESTMENTS INC	Shares	9SH	$1.5K
49	Marquette Asset Management, LLC	Shares	8SH	$1.4K
50	Hughes Financial Services, LLC	Shares	8SH	$1.4K

Scroll to load more

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

50 / 63 loaded

#		Instrument
1	Accredited Investors Inc. trimmed	Shares	-79.2K	+$82.5M	$138.6M
2	ARDSLEY ADVISORY PARTNERS LP trimmed	Shares	-85.0K	+$17.9M	$36.9M
3	Focus Financial Network, Inc. new	Shares	+14.5K	+$2.5M	$2.5M
4	COOKSON PEIRCE & CO INC new	Shares	+13.2K	+$2.3M	$2.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.3K	+$1.2M	$2.1M
6	Louisiana State Employees Retirement System trimmed	Shares	-200	+$789.1K	$1.3M
7	Gallacher Capital Management LLC new	Shares	+4.0K	+$690.3K	$690.3K
8	Unique Wealth Strategies, LLC trimmed	Shares	-1.5K	+$594.7K	$1.1M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+466	+$553.8K	$830.5K
10	GK Wealth Management LLC new	Shares	+3.1K	+$531.0K	$531.0K
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+33	+$493.5K	$778.5K
12	BANQUE PICTET & CIE SA new	Shares	+2.8K	+$475.4K	$475.4K
13	Revisor Wealth Management LLC new	Shares	+2.6K	+$438.7K	$438.7K
14	Yorktown Management & Research Co Inc unchanged	Shares	0	+$427.9K	$677.9K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-236	+$417.0K	$684.3K
16	BankChampaign, National Association new	Shares	+2.3K	+$395.9K	$395.9K
17	XML Financial, LLC added	Shares	+225	+$387.3K	$590.9K
18	Bay Rivers Group new	Shares	+1.9K	+$318.5K	$318.5K
19	Abel Hall, LLC new	Shares	+1.8K	+$305.7K	$305.7K
20	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+1.7K	+$293.8K	$293.8K
21	Ifrah Financial Services, Inc. new	Shares	+1.7K	+$289.9K	$289.9K
22	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-412	+$276.8K	$479.9K
23	EWA, LLC new	Shares	+1.3K	+$220.7K	$220.7K
24	Optivise Advisory Services LLC new	Shares	+1.3K	+$220.2K	$220.2K
25	Merit Financial Group, LLC new	Shares	+1.2K	+$205.6K	$205.6K
26	Blue Trust, Inc. added	Shares	+254	+$141.6K	$198.9K
27	Farther Finance Advisors, LLC added	Shares	+536	+$105.3K	$113.1K
28	GAMMA Investing LLC added	Shares	+101	+$102.8K	$152.8K
29	Versant Capital Management, Inc added	Shares	+182	+$39.3K	$43.9K
30	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$32.5K	$51.5K
31	Spire Wealth Management added	Shares	+159	+$28.4K	$29.0K
32	IFP Advisors, Inc added	Shares	+101	+$22.2K	$25.1K
33	SIGNATUREFD, LLC added	Shares	+45	+$20.4K	$27.8K
34	Founders Capital Management unchanged	Shares	0	+$16.3K	$25.7K
35	Cape Investment Advisory, Inc. new	Shares	+65	+$11.2K	$11.2K
36	Mirae Asset Global Investments Co., Ltd. added	Shares	+1	+$9.6K	$15.1K
37	LifeSteps Financial, Inc. new	Shares	+52	+$8.9K	$8.9K
38	Golden State Wealth Management, LLC unchanged	Shares	0	+$7.8K	$12.4K
39	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-23	+$7.5K	$14.2K
40	EverSource Wealth Advisors, LLC trimmed	Shares	-103	+$5.7K	$19.4K
41	Fortitude Family Office, LLC added	Shares	+20	+$5.4K	$6.5K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+830	+$2.0K	$3.0K
43	State of Alaska, Department of Revenue trimmed	Shares	-3.0K	+$1.2K	$2.2K
44	Hughes Financial Services, LLC added	Shares	+5	+$1.2K	$1.4K
45	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$1.1K	$1.7K
46	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$975	$1.5K
47	SJS Investment Consulting Inc. unchanged	Shares	0	+$975	$1.5K
48	Marquette Asset Management, LLC unchanged	Shares	0	+$867	$1.4K
49	Handelsbanken Fonder AB added	Shares	+1.1K	+$687	$978
50	Physician Wealth Advisors, Inc. new	Shares	+4	+$687	$687

Scroll to load more