Filing Research | THRY - THRYV HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	PARTHENON LLC	Shares	184.7KSH	$727.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	58.7KSH	$240.3K
3	Assenagon Asset Management S.A.	Shares	50.2KSH	$197.6K
4	Merit Financial Group, LLC	Shares	11.3KSH	$44.7K
5	Police & Firemen's Retirement System of New Jersey	Shares	10.6KSH	$41.7K
6	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$6.3K
7	True Wealth Design, LLC	Shares	862SH	$3.4K
8	Farther Finance Advisors, LLC	Shares	700SH	$2.8K
9	Physician Wealth Advisors, Inc.	Shares	402SH	$1.6K
10	Fortitude Family Office, LLC	Shares	365SH	$1.4K
11	SBI Securities Co., Ltd.	Shares	290SH	$1.1K
12	Wealth Enhancement Trust Services, Inc.	Shares	265SH	$1.0K
13	SJS Investment Consulting Inc.	Shares	190SH	$749
14	State of Alaska, Department of Revenue	Shares	1.4KSH	$5

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

14 / 14 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+58.7K	+$240.3K	$240.3K
2	PARTHENON LLC unchanged	Shares	0	+$221.7K	$727.8K
3	Assenagon Asset Management S.A. unchanged	Shares	0	+$60.2K	$197.6K
4	Merit Financial Group, LLC new	Shares	+11.3K	+$44.7K	$44.7K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$12.7K	$41.7K
6	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$4.9K	$6.3K
7	True Wealth Design, LLC added	Shares	+830	+$3.3K	$3.4K
8	Farther Finance Advisors, LLC added	Shares	+535	+$2.3K	$2.8K
9	Wealth Enhancement Trust Services, Inc. new	Shares	+265	+$1.0K	$1.0K
10	Fortitude Family Office, LLC added	Shares	+195	+$972	$1.4K
11	SJS Investment Consulting Inc. added	Shares	+165	+$680	$749
12	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$482	$1.6K
13	SBI Securities Co., Ltd. trimmed	Shares	-10	+$321	$1.1K
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$5

Filing Research | THRY - THRYV HLDGS INC Institutional Holdings