Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $7.5M |
| 2 | Y-Intercept (Hong Kong) Ltd | $4.6M |
| 3 | Tema ETFs LLC | $1.6M |
| 4 | Assenagon Asset Management S.A. | $912.4K |
| 5 | Diversified Trust Co | $708.7K |
| 6 | Police & Firemen's Retirement System of New Jersey | $574.1K |
| 7 | Harbour Capital Advisors, LLC | $487.5K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $471.0K |
| 9 | PSP Research LLC | $437.2K |
| 10 | China Universal Asset Management Co., Ltd. | $308.3K |
| 11 | Post Resch Tallon Group Inc. | $273.3K |
| 12 | Mirae Asset Global Investments Co., Ltd. | $86.6K |
| 13 | Cape Investment Advisory, Inc. | $81.1K |
| 14 | EverSource Wealth Advisors, LLC | $19.1K |
| 15 | Versant Capital Management, Inc | $18.4K |
| 16 | Hickory Point Bank & Trust | $16.4K |
| 17 | IFP Advisors, Inc | $14.6K |
| 18 | Farther Finance Advisors, LLC | $9.3K |
| 19 | GAMMA Investing LLC | $9.1K |
| 20 | True Wealth Design, LLC | $5.0K |
| 21 | SJS Investment Consulting Inc. | $2.6K |
| 22 | MassMutual Private Wealth & Trust, FSB | $1.6K |
| 23 | FINANCIAL CONSULATE, INC | $328 |
| 24 | SIGNATUREFD, LLC | $219 |
| 25 | Hughes Financial Services, LLC | $66 |
| 26 | SBI Securities Co., Ltd. | $44 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$4.6M | |
| 2 | +$2.5M | |
| 3 | +$389.6K | |
| 4 | +$215.5K | |
| 5 | +$186.2K | |
| 6 | +$81.1K | |
| 7 | +$28.1K | |
| 8 | +$686 | |
| 9 | +$219 | |
| 10 | +$19 | |
| 11 | -$3 | |
| 12 | -$23 | |
| 13 | -$41 | |
| 14 | -$107 | |
| 15 | -$1.1K | |
| 16 | -$1.1K | |
| 17 | -$1.3K | |
| 18 | -$3.9K | |
| 19 | -$4.5K | |
| 20 | -$4.6K | |
| 21 | -$20.8K | |
| 22 | -$29.1K | |
| 23 | -$30.0K | |
| 24 | -$57.4K | |
| 25 | -$62.6K | |
| 26 | -$96.0K | |
| 27 | -$255.9K |