Filing Research | SSRM - SSR MINING IN Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	774.6KSH	$21.9M
2	OFI INVEST ASSET MANAGEMENT	Shares	255.6KSH	$6.3M
3	Y-Intercept (Hong Kong) Ltd	Shares	91.9KSH	$2.6M
4	PKO Investment Management Joint-Stock Co	Shares	81.9KSH	$2.3M
5	Police & Firemen's Retirement System of New Jersey	Shares	65.1KSH	$1.8M
6	Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	Shares	55.2KSH	$1.6M
7	Assenagon Asset Management S.A.	Shares	50.2KSH	$1.4M
8	Wedmont Private Capital	Shares	49.0KSH	$1.4M
9	Fideuram Asset Management (Ireland) dac	Shares	45.2KSH	$1.4M
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	39.9KSH	$1.1M
11	B. Riley Wealth Advisors, Inc.	Shares	36.0KSH	$1.0M
12	TriaGen Wealth Management LLC	Shares	30.4KSH	$859.6K
13	SIGNATUREFD, LLC	Shares	26.4KSH	$745.4K
14	Elevated Financial Group LLC	Shares	25.4KSH	$719.3K
15	RFG Advisory, LLC	Shares	25.2KSH	$713.1K
16	Merit Financial Group, LLC	Shares	21.0KSH	$593.8K
17	WORLD EQUITY GROUP, INC.	Shares	20.4KSH	$577.1K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	19.2KSH	$543.4K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.5KSH	$409.2K
20	BFSG, LLC	Shares	14.2KSH	$400.9K
21	Hennion & Walsh Asset Management, Inc.	Shares	12.7KSH	$357.9K
22	Oxinas Partners, LLC	Shares	11.5KSH	$325.3K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.1KSH	$317.1K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.2KSH	$316.2K
25	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	10.8KSH	$305.4K
26	Sequoia Financial Advisors, LLC	Shares	10.5KSH	$298.2K
27	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	10.2KSH	$288.5K
28	Abel Hall, LLC	Shares	10.0KSH	$283.5K
29	SeaCrest Wealth Management, LLC	Shares	10.0KSH	$282.8K
30	GK Wealth Management LLC	Shares	9.4KSH	$266.0K
31	DRIVE WEALTH MANAGEMENT, LLC	Shares	8.5KSH	$240.0K
32	Diversified Trust Co	Shares	8.5KSH	$239.8K
33	Synergy Asset Management, LLC	Shares	8.1KSH	$230.0K
34	Connecticut Capital Management Group, LLC	Shares	7.5KSH	$211.3K
35	EverSource Wealth Advisors, LLC	Shares	6.0KSH	$171.1K
36	SBI Securities Co., Ltd.	Shares	4.7KSH	$134.0K
37	Golden State Wealth Management, LLC	Shares	3.9KSH	$110.5K
38	Versant Capital Management, Inc	Shares	3.5KSH	$100.1K
39	IFP Advisors, Inc	Shares	3.4KSH	$95.2K
40	GAMMA Investing LLC	Shares	2.7KSH	$77.0K
41	Triumph Capital Management	Shares	2.4KSH	$67.1K
42	BURKETT FINANCIAL SERVICES, LLC	Shares	2.1KSH	$58.4K
43	CoreCap Advisors, LLC	Shares	1.7KSH	$47.3K
44	Fortitude Family Office, LLC	Shares	1.4KSH	$40.1K
45	Blue Trust, Inc.	Shares	1.3KSH	$35.7K
46	Farther Finance Advisors, LLC	Shares	1.1KSH	$31.9K
47	TRUST CO OF TOLEDO NA /OH/	Shares	800SH	$22.6K
48	Moisand Fitzgerald Tamayo, LLC	Shares	600SH	$17.0K
49	Lodestone Wealth Management LLC	Shares	500SH	$14.1K
50	TOTH FINANCIAL ADVISORY CORP	Shares	500SH	$14.1K

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

50 / 75 loaded

#		Instrument
1	INTACT INVESTMENT MANAGEMENT INC. new	Shares	+774.6K	+$21.9M	$21.9M
2	Fideuram Asset Management (Ireland) dac new	Shares	+45.2K	+$1.4M	$1.4M
3	Assenagon Asset Management S.A. added	Shares	+25.8K	+$702.0K	$1.4M
4	BFSG, LLC new	Shares	+14.2K	+$400.9K	$400.9K
5	GK Wealth Management LLC new	Shares	+9.4K	+$266.0K	$266.0K
6	Synergy Asset Management, LLC new	Shares	+8.1K	+$230.0K	$230.0K
7	WORLD EQUITY GROUP, INC. added	Shares	+8.0K	+$213.5K	$577.1K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+9.5K	+$205.4K	$1.8M
9	Elevated Financial Group LLC added	Shares	+6.7K	+$169.9K	$719.3K
10	Hennion & Walsh Asset Management, Inc. added	Shares	+5.3K	+$141.1K	$357.9K
11	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$77.9K	$1.0M
12	Merit Financial Group, LLC added	Shares	+3.0K	+$65.5K	$593.8K
13	IFP Advisors, Inc added	Shares	+2.1K	+$57.9K	$95.2K
14	GAMMA Investing LLC added	Shares	+493	+$11.4K	$77.0K
15	Versant Capital Management, Inc added	Shares	+418	+$8.3K	$100.1K
16	Wilkerson Advisory Group LLC new	Shares	+231	+$6.5K	$6.5K
17	LANARK FINANCIAL, INC. added	Shares	+97	+$2.6K	$6.4K
18	Aventura Private Wealth, LLC new	Shares	+45	+$1.3K	$1.3K
19	Farther Finance Advisors, LLC added	Shares	+121	+$186	$31.9K
20	Pacifica Partners Inc. unchanged	Shares	0	+$153	$8.9K
21	Hughes Financial Services, LLC added	Shares	+2	+$56	$85
22	Blue Trust, Inc. added	Shares	+49	+$26	$35.7K
23	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$42
24	TFC Financial Management, Inc. unchanged	Shares	0	-$4	$85
25	Matrix Trust Co exited	Shares	-439	-$13	$0
26	State of Alaska, Department of Revenue unchanged	Shares	0	-$42	$1.0K
27	Torren Management, LLC unchanged	Shares	0	-$47	$1.2K
28	Investors Research Corp unchanged	Shares	0	-$50	$1.3K
29	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$110	$2.8K
30	Networth Advisors, LLC unchanged	Shares	0	-$140	$3.5K
31	FNY Investment Advisers, LLC exited	Shares	-7.0K	-$205	$0
32	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$280	$7.1K
33	COUNTRY TRUST BANK unchanged	Shares	0	-$448	$11.3K
34	Lodestone Wealth Management LLC unchanged	Shares	0	-$546	$14.1K
35	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$547	$14.1K
36	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$656	$17.0K
37	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$896	$22.6K
38	CoreCap Advisors, LLC unchanged	Shares	0	-$1.9K	$47.3K
39	BURKETT FINANCIAL SERVICES, LLC unchanged	Shares	0	-$2.3K	$58.4K
40	Fortitude Family Office, LLC trimmed	Shares	-26	-$2.3K	$40.1K
41	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-142	-$4.2K	$1.7K
42	Golden State Wealth Management, LLC trimmed	Shares	-96	-$7.2K	$110.5K
43	Connecticut Capital Management Group, LLC added	Shares	+2	-$8.1K	$211.3K
44	Sound Income Strategies, LLC exited	Shares	-257	-$8.1K	$0
45	DRIVE WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$9.5K	$240.0K
46	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+56	-$10.6K	$316.2K
47	SeaCrest Wealth Management, LLC unchanged	Shares	0	-$10.9K	$282.8K
48	Diversified Trust Co trimmed	Shares	-57	-$11.2K	$239.8K
49	Oxinas Partners, LLC unchanged	Shares	0	-$12.6K	$325.3K
50	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.0K	-$13.4K	$1.1M

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