Filing Research | SRI - STONERIDGE INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	58.4KSH	$427.3K
2	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	22.5KSH	$164.7K
3	Encompass More Asset Management	Shares	21.0KSH	$153.8K
4	Sequoia Financial Advisors, LLC	Shares	18.2KSH	$133.5K
5	Olympiad Research LP	Shares	12.0KSH	$87.5K
6	Police & Firemen's Retirement System of New Jersey	Shares	8.3KSH	$60.6K
7	Versant Capital Management, Inc	Shares	2.7KSH	$19.7K
8	Blue Trust, Inc.	Shares	474SH	$3.5K
9	EverSource Wealth Advisors, LLC	Shares	385SH	$2.8K
10	Physician Wealth Advisors, Inc.	Shares	265SH	$1.9K
11	GAMMA Investing LLC	Shares	257SH	$1.9K
12	Farther Finance Advisors, LLC	Shares	212SH	$1.6K
13	MassMutual Private Wealth & Trust, FSB	Shares	114SH	$834
14	True Wealth Design, LLC	Shares	54SH	$396
15	SBI Securities Co., Ltd.	Shares	4SH	$29

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

15 / 15 loaded

#		Instrument
1	Olympiad Research LP new	Shares	+12.0K	+$87.5K	$87.5K
2	Police & Firemen's Retirement System of New Jersey new	Shares	+8.3K	+$60.6K	$60.6K
3	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$56.0K	$164.7K
4	Encompass More Asset Management unchanged	Shares	0	+$52.3K	$153.8K
5	Sequoia Financial Advisors, LLC trimmed	Shares	-362	+$43.7K	$133.5K
6	Versant Capital Management, Inc trimmed	Shares	-38	+$6.5K	$19.7K
7	Blue Trust, Inc. unchanged	Shares	0	+$1.2K	$3.5K
8	EverSource Wealth Advisors, LLC trimmed	Shares	-21	+$857	$2.8K
9	MassMutual Private Wealth & Trust, FSB new	Shares	+114	+$834	$834
10	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$660	$1.9K
11	GAMMA Investing LLC unchanged	Shares	0	+$640	$1.9K
12	Farther Finance Advisors, LLC trimmed	Shares	-28	+$369	$1.6K
13	SBI Securities Co., Ltd. trimmed	Shares	-1	+$5	$29
14	True Wealth Design, LLC trimmed	Shares	-137	-$527	$396
15	Assenagon Asset Management S.A. trimmed	Shares	-230.8K	-$969.2K	$427.3K

Filing Research | SRI - STONERIDGE INC Institutional Holdings