Filing Research | TEAD - TEADS HLDG CO Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	79.5KSH	$61.0K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.8KSH	$22.9K
3	Abel Hall, LLC	Shares	19.0KSH	$14.6K
4	Wealthcare Advisory Partners LLC	Shares	13.1KSH	$10.0K
5	Merit Financial Group, LLC	Shares	11.6KSH	$8.9K
6	SBI Securities Co., Ltd.	Shares	5.6KSH	$4.3K
7	GAMMA Investing LLC	Shares	3.0KSH	$2.3K
8	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$1.4K
9	Fortitude Family Office, LLC	Shares	727SH	$558
10	Farther Finance Advisors, LLC	Shares	490SH	$379
11	True Wealth Design, LLC	Shares	289SH	$222
12	SJS Investment Consulting Inc.	Shares	47SH	$37
13	IFP Advisors, Inc	Shares	38SH	$29
14	Wealth Enhancement Trust Services, Inc.	Shares	23SH	$18

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

16 / 16 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.4K	+$11.4K	$22.9K
2	Merit Financial Group, LLC new	Shares	+11.6K	+$8.9K	$8.9K
3	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$8.6K	$61.0K
4	SBI Securities Co., Ltd. added	Shares	+2	+$611	$4.3K
5	EverSource Wealth Advisors, LLC added	Shares	+530	+$545	$1.4K
6	GAMMA Investing LLC unchanged	Shares	0	+$320	$2.3K
7	Farther Finance Advisors, LLC added	Shares	+270	+$222	$379
8	True Wealth Design, LLC added	Shares	+153	+$132	$222
9	Fortitude Family Office, LLC added	Shares	+64	+$121	$558
10	SJS Investment Consulting Inc. added	Shares	+32	+$27	$37
11	Wealth Enhancement Trust Services, Inc. new	Shares	+23	+$18	$18
12	IFP Advisors, Inc trimmed	Shares	-37	-$20	$29
13	Wealthcare Advisory Partners LLC trimmed	Shares	-3.3K	-$790	$10.0K
14	Marquette Asset Management, LLC exited	Shares	-1.6K	-$1.0K	$0
15	Police & Firemen's Retirement System of New Jersey exited	Shares	-6.0K	-$4.0K	$0
16	Abel Hall, LLC trimmed	Shares	-10.0K	-$4.5K	$14.6K

Filing Research | TEAD - TEADS HLDG CO Institutional Holdings