Filing Research | SKIN - Beauty Health Company (The) Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Capricorn Fund Managers Ltd	Shares	22.3MSH	$15.4M
2	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	407.0KSH	$281.8K
3	Cohen Capital Management, Inc.	Shares	241.1KSH	$166.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.7KSH	$20.7K
5	Allied Private Wealth LLC	Shares	18.1KSH	$19.0K
6	Y-Intercept (Hong Kong) Ltd	Shares	22.9KSH	$15.9K
7	Cooper Financial Group	Shares	10.2KSH	$7.1K
8	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$857
9	Bogart Wealth, LLC	Shares	764SH	$529
10	IFP Advisors, Inc	Shares	654SH	$453
11	True Wealth Design, LLC	Shares	642SH	$445
12	Farther Finance Advisors, LLC	Shares	119SH	$84
13	SJS Investment Consulting Inc.	Shares	46SH	$32
14	SBI Securities Co., Ltd.	Shares	1SH	$1
15	TSFG, LLC	Shares	100SH	$0

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

17 / 17 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+22.9K	+$15.9K	$15.9K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.7K	+$4.4K	$20.7K
3	Bogart Wealth, LLC new	Shares	+764	+$529	$529
4	True Wealth Design, LLC added	Shares	+449	+$273	$445
5	IFP Advisors, Inc added	Shares	+226	+$72	$453
6	SJS Investment Consulting Inc. added	Shares	+30	+$17	$32
7	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$1
8	TSFG, LLC unchanged	Shares	0	$0	$0
9	Farther Finance Advisors, LLC trimmed	Shares	-32	-$56	$84
10	EverSource Wealth Advisors, LLC added	Shares	+165	-$99	$857
11	GAMMA Investing LLC exited	Shares	-788	-$701	$0
12	Cooper Financial Group unchanged	Shares	0	-$2.0K	$7.1K
13	Diversified Trust Co exited	Shares	-27.6K	-$24.6K	$0
14	Police & Firemen's Retirement System of New Jersey exited	Shares	-31.4K	-$28.0K	$0
15	GRIMES & Co WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$80.4K	$281.8K
16	Cohen Capital Management, Inc. trimmed	Shares	-36.8K	-$80.4K	$166.9K
17	Capricorn Fund Managers Ltd added	Shares	+2.9M	-$1.8M	$15.4M

Filing Research | SKIN - Beauty Health Company (The) Institutional Holdings