Filing Research | TASK - TASKUS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Counterpoint Mutual Funds LLC	Shares	54.6KSH	$255.7K
2	Symmetry Partners, LLC	Shares	20.9KSH	$97.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.0KSH	$59.3K
4	Farther Finance Advisors, LLC	Shares	4.0KSH	$19.0K
5	EverSource Wealth Advisors, LLC	Shares	2.5KSH	$11.9K
6	IFP Advisors, Inc	Shares	247SH	$1.2K
7	GAMMA Investing LLC	Shares	78SH	$365
8	SBI Securities Co., Ltd.	Shares	71SH	$332
9	SIGNATUREFD, LLC	Shares	30SH	$140
10	FNY Investment Advisers, LLC	Shares	3.5KSH	$16

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

14 / 14 loaded

#		Instrument
1	Symmetry Partners, LLC new	Shares	+20.9K	+$97.8K	$97.8K
2	Counterpoint Mutual Funds LLC added	Shares	+25.0K	+$56.9K	$255.7K
3	Farther Finance Advisors, LLC added	Shares	+3.9K	+$17.8K	$19.0K
4	EverSource Wealth Advisors, LLC added	Shares	+2.0K	+$8.2K	$11.9K
5	GAMMA Investing LLC added	Shares	+54	+$204	$365
6	FNY Investment Advisers, LLC unchanged	Shares	0	-$7	$16
7	SJS Investment Consulting Inc. exited	Shares	-11	-$74	$0
8	SIGNATUREFD, LLC trimmed	Shares	-21	-$202	$140
9	SBI Securities Co., Ltd. trimmed	Shares	-21	-$285	$332
10	IFP Advisors, Inc trimmed	Shares	-59	-$897	$1.2K
11	True Wealth Design, LLC exited	Shares	-138	-$926	$0
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+208	-$15.3K	$59.3K
13	ARDSLEY ADVISORY PARTNERS LP exited	Shares	-65.0K	-$436.1K	$0
14	ARDSLEY ADVISORY PARTNERS LP exited	CALL	-170.0K	-$1.1M	$0

Filing Research | TASK - TASKUS INC Institutional Holdings