Filing Research | SFIX - STITCH FIX INC Institutional Holdings

Snapshot holdings

26 / 26 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	133.1KSH	$427.7K
2	Police & Firemen's Retirement System of New Jersey	Shares	33.7KSH	$138.7K
3	Merit Financial Group, LLC	Shares	26.1KSH	$107.3K
4	Hennion & Walsh Asset Management, Inc.	Shares	11.6KSH	$47.7K
5	NorthCrest Asset Manangement, LLC	Shares	13.1KSH	$46.3K
6	SBI Securities Co., Ltd.	Shares	8.3KSH	$34.0K
7	Farther Finance Advisors, LLC	Shares	8.2KSH	$33.9K
8	EverSource Wealth Advisors, LLC	Shares	6.6KSH	$27.3K
9	VISION FINANCIAL MARKETS LLC	Shares	2.5KSH	$10.1K
10	True Wealth Design, LLC	Shares	2.4KSH	$9.9K
11	IFP Advisors, Inc	Shares	1.1KSH	$4.5K
12	SIGNATUREFD, LLC	Shares	914SH	$3.8K
13	SJS Investment Consulting Inc.	Shares	700SH	$2.9K
14	Wealth Enhancement Trust Services, Inc.	Shares	503SH	$2.1K
15	Owl Creek Wealth Partners LLC	Shares	234SH	$962
16	ADIRONDACK TRUST CO	Shares	195SH	$801
17	Fortitude Family Office, LLC	Shares	170SH	$699
18	GAMMA Investing LLC	Shares	145SH	$596
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	131SH	$525
20	Versant Capital Management, Inc	Shares	48SH	$197
21	Abound Wealth Management	Shares	22SH	$91
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	10.2KSH	$42
23	Mosley Wealth Management	Shares	10SH	$41
24	State of Alaska, Department of Revenue	Shares	7.4KSH	$30
25	Golden State Wealth Management, LLC	Shares	7SH	$29
26	TSFG, LLC	Shares	35SH	$0

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

29 / 29 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+67.3K	+$203.9K	$427.7K
2	Merit Financial Group, LLC added	Shares	+8.8K	+$50.1K	$107.3K
3	Hennion & Walsh Asset Management, Inc. new	Shares	+11.6K	+$47.7K	$47.7K
4	NorthCrest Asset Manangement, LLC new	Shares	+13.1K	+$46.3K	$46.3K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$27.0K	$138.7K
6	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$9.7K	$27.3K
7	SBI Securities Co., Ltd. added	Shares	+930	+$9.7K	$34.0K
8	True Wealth Design, LLC added	Shares	+2.0K	+$8.5K	$9.9K
9	IFP Advisors, Inc added	Shares	+729	+$3.3K	$4.5K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+503	+$2.1K	$2.1K
11	SJS Investment Consulting Inc. added	Shares	+398	+$1.9K	$2.9K
12	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$1.8K	$10.1K
13	SIGNATUREFD, LLC unchanged	Shares	0	+$732	$3.8K
14	Fortitude Family Office, LLC new	Shares	+170	+$699	$699
15	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$187	$962
16	ADIRONDACK TRUST CO unchanged	Shares	0	+$158	$801
17	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+10.2K	+$42	$42
18	Versant Capital Management, Inc unchanged	Shares	0	+$38	$197
19	Abound Wealth Management unchanged	Shares	0	+$18	$91
20	Golden State Wealth Management, LLC unchanged	Shares	0	+$6	$29
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$6	$30
22	TSFG, LLC unchanged	Shares	0	$0	$0
23	Mosley Wealth Management unchanged	Shares	0	-$3	$41
24	PROATHLETE WEALTH MANAGEMENT LLC exited	Shares	-9	-$29	$0
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-42	-$61	$525
26	Dogwood Wealth Management LLC exited	Shares	-37	-$122	$0
27	GAMMA Investing LLC trimmed	Shares	-106	-$235	$596
28	Main Street Group, LTD exited	Shares	-163	-$540	$0
29	Farther Finance Advisors, LLC trimmed	Shares	-4.7K	-$9.9K	$33.9K