Filing Research | TE - T1 ENERGY INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Security National Bank	Shares	391.3KSH	$3.7M
2	Y-Intercept (Hong Kong) Ltd	Shares	354.5KSH	$3.4M
3	Mirae Asset Global Investments Co., Ltd.	Shares	175.0KSH	$1.7M
4	Counterpoint Mutual Funds LLC	Shares	89.1KSH	$844.9K
5	Apollon Wealth Management, LLC	Shares	57.7KSH	$547.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	54.7KSH	$518.3K
7	Brookstone Capital Management	Shares	53.1KSH	$503.4K
8	Fiscal Wisdom Wealth Management, LLC	Shares	34.5KSH	$327.0K
9	SBI Securities Co., Ltd.	Shares	30.1KSH	$285.4K
10	Fortis Group Advisors, LLC	Shares	25.2KSH	$239.1K
11	Apella Capital, LLC	Shares	33.0KSH	$229.5K
12	Lake Hills Wealth Management, LLC	Shares	22.6KSH	$214.4K
13	Mayflower Financial Advisors, LLC	Shares	19.7KSH	$186.3K
14	Sequoia Financial Advisors, LLC	Shares	16.1KSH	$152.3K
15	Keudell/Morrison Wealth Management	Shares	13.5KSH	$127.8K
16	Sovereign Financial Group, Inc.	Shares	13.4KSH	$127.2K
17	Alhambra Investment Management LLC	Shares	13.4KSH	$126.9K
18	Olympiad Research LP	Shares	12.6KSH	$119.2K
19	HIGHLINE WEALTH PARTNERS LLC	Shares	11.5KSH	$109.0K
20	Prospera Financial Services Inc	Shares	10.4KSH	$98.1K
21	Blackhawk Capital Partners, LLC	Shares	10.0KSH	$94.8K
22	Pine Valley Investments Ltd Liability Co	CALL	10.0KPRN	$94.8K
23	WOLFF WIESE MAGANA LLC	Shares	8.0KSH	$75.8K
24	LANARK FINANCIAL, INC.	Shares	4.2KSH	$39.4K
25	Owl Creek Wealth Partners LLC	Shares	2.8KSH	$26.2K
26	IFP Advisors, Inc	Shares	2.3KSH	$21.3K
27	Cape Investment Advisory, Inc.	Shares	1.8KSH	$16.6K
28	Fortitude Family Office, LLC	Shares	1.6KSH	$15.3K
29	Farther Finance Advisors, LLC	Shares	1.6KSH	$14.7K
30	Versant Capital Management, Inc	Shares	1.5KSH	$14.1K
31	GAMMA Investing LLC	Shares	1.3KSH	$12.2K
32	Allied Private Wealth LLC	Shares	1.6KSH	$11.8K
33	AdvisorNet Financial, Inc	Shares	1.2KSH	$11.1K
34	Physician Wealth Advisors, Inc.	Shares	917SH	$8.7K
35	EverSource Wealth Advisors, LLC	Shares	370SH	$3.5K
36	Pine Valley Investments Ltd Liability Co	Shares	252SH	$2.4K
37	Rosenberg Matthew Hamilton	Shares	240SH	$2.3K
38	Aventura Private Wealth, LLC	Shares	225SH	$2.1K
39	MassMutual Private Wealth & Trust, FSB	Shares	206SH	$2.0K
40	Keudell/Morrison Wealth Management	CALL	200SH	$1.9K
41	ST GERMAIN D J CO INC	Shares	200SH	$1.9K
42	FNY Investment Advisers, LLC	Shares	20.9KSH	$198
43	First PREMIER Bank	Shares	4.5KSH	$43
44	SIGNATUREFD, LLC	Shares	0SH	$0

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

50 / 51 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+354.5K	+$3.4M	$3.4M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+175.0K	+$1.7M	$1.7M
3	Apollon Wealth Management, LLC new	Shares	+57.7K	+$547.2K	$547.2K
4	Security National Bank trimmed	Shares	-390.0K	+$279.7K	$3.7M
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$278.3K	$518.3K
6	SBI Securities Co., Ltd. added	Shares	+17.9K	+$231.7K	$285.4K
7	Fiscal Wisdom Wealth Management, LLC trimmed	Shares	-4.5K	+$155.9K	$327.0K
8	Sequoia Financial Advisors, LLC new	Shares	+16.1K	+$152.3K	$152.3K
9	Alhambra Investment Management LLC new	Shares	+13.4K	+$126.9K	$126.9K
10	Olympiad Research LP new	Shares	+12.6K	+$119.2K	$119.2K
11	Fortis Group Advisors, LLC trimmed	Shares	-100	+$117.6K	$239.1K
12	Prospera Financial Services Inc new	Shares	+10.4K	+$98.1K	$98.1K
13	Pine Valley Investments Ltd Liability Co new	CALL	+10.0K	+$94.8K	$94.8K
14	Mayflower Financial Advisors, LLC trimmed	Shares	-1.8K	+$92.3K	$186.3K
15	Brookstone Capital Management trimmed	Shares	-41.8K	+$86.6K	$503.4K
16	Sovereign Financial Group, Inc. added	Shares	+2.5K	+$79.2K	$127.2K
17	WOLFF WIESE MAGANA LLC new	Shares	+8.0K	+$75.8K	$75.8K
18	Keudell/Morrison Wealth Management added	Shares	+104	+$69.1K	$127.8K
19	Blackhawk Capital Partners, LLC unchanged	Shares	0	+$50.9K	$94.8K
20	LANARK FINANCIAL, INC. unchanged	Shares	0	+$21.2K	$39.4K
21	IFP Advisors, Inc added	Shares	+1.4K	+$17.8K	$21.3K
22	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-9.5K	+$16.9K	$109.0K
23	Cape Investment Advisory, Inc. new	Shares	+1.8K	+$16.6K	$16.6K
24	Versant Capital Management, Inc new	Shares	+1.5K	+$14.1K	$14.1K
25	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$14.0K	$26.2K
26	Apella Capital, LLC trimmed	Shares	-10.0K	+$13.1K	$229.5K
27	AdvisorNet Financial, Inc new	Shares	+1.2K	+$11.1K	$11.1K
28	Fortitude Family Office, LLC unchanged	Shares	0	+$8.2K	$15.3K
29	GAMMA Investing LLC added	Shares	+190	+$7.4K	$12.2K
30	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$4.7K	$8.7K
31	Farther Finance Advisors, LLC trimmed	Shares	-786	+$4.2K	$14.7K
32	Pine Valley Investments Ltd Liability Co new	Shares	+252	+$2.4K	$2.4K
33	EverSource Wealth Advisors, LLC added	Shares	+82	+$2.2K	$3.5K
34	Aventura Private Wealth, LLC new	Shares	+225	+$2.1K	$2.1K
35	MassMutual Private Wealth & Trust, FSB new	Shares	+206	+$2.0K	$2.0K
36	Keudell/Morrison Wealth Management new	CALL	+200	+$1.9K	$1.9K
37	Rosenberg Matthew Hamilton unchanged	Shares	0	+$1.2K	$2.3K
38	ST GERMAIN D J CO INC unchanged	Shares	0	+$1.0K	$1.9K
39	FNY Investment Advisers, LLC added	Shares	+10.5K	+$153	$198
40	First PREMIER Bank unchanged	Shares	0	+$23	$43
41	SIGNATUREFD, LLC unchanged	Shares	0	$0	$0
42	Rachor Investment Advisory Services, LLC exited	Shares	-17	-$75	$0
43	Sound Income Strategies, LLC exited	Shares	-150	-$672	$0
44	SteelPeak Wealth, LLC exited	Shares	-10.4K	-$45.8K	$0
45	BAR HARBOR WEALTH MANAGEMENT exited	Shares	-15.0K	-$65.8K	$0
46	LGT Financial Advisors LLC exited	Shares	-16.8K	-$73.9K	$0
47	Baader Bank Aktiengesellschaft exited	Shares	-38.2K	-$110.2K	$0
48	Quintet Private Bank (Europe) S.A. exited	Shares	-13.5K	-$111.8K	$0
49	Lake Hills Wealth Management, LLC trimmed	Shares	-67.3K	-$180.3K	$214.4K
50	ZAZOVE ASSOCIATES LLC exited	Shares	-100.0K	-$439.0K	$0

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