Filing Research | TOI - ONCOLOGY INSTITUTE INC/THE Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	27.6KSH	$150.0K
2	Blackhawk Capital Partners, LLC	Shares	15.0KSH	$81.5K
3	Fermata Advisors, LLC	Shares	12.8KSH	$69.5K
4	MILLER WEALTH ADVISORS, LLC	Shares	119SH	$50.1K
5	SBI Securities Co., Ltd.	Shares	1.6KSH	$8.7K
6	IFP Advisors, Inc	Shares	500SH	$2.7K
7	GAMMA Investing LLC	Shares	63SH	$342
8	Hughes Financial Services, LLC	Shares	16SH	$87
9	EverSource Wealth Advisors, LLC	Shares	14SH	$76
10	Farther Finance Advisors, LLC	Shares	7SH	$38
11	Capital Advisors, Ltd. LLC	Shares	1.2KSH	$7

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

12 / 12 loaded

#		Instrument
1	Blackhawk Capital Partners, LLC new	Shares	+15.0K	+$81.5K	$81.5K
2	Fermata Advisors, LLC new	Shares	+12.8K	+$69.5K	$69.5K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$65.2K	$150.0K
4	MILLER WEALTH ADVISORS, LLC new	Shares	+119	+$50.1K	$50.1K
5	SBI Securities Co., Ltd. new	Shares	+1.6K	+$8.7K	$8.7K
6	IFP Advisors, Inc unchanged	Shares	0	+$1.2K	$2.7K
7	GAMMA Investing LLC unchanged	Shares	0	+$149	$342
8	Hughes Financial Services, LLC new	Shares	+16	+$87	$87
9	EverSource Wealth Advisors, LLC added	Shares	+1	+$36	$76
10	Farther Finance Advisors, LLC unchanged	Shares	0	+$16	$38
11	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$3	$7
12	Lee Financial Co exited	Shares	-81.4K	-$249.8K	$0

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