Filing Research | TREE - LENDINGTREE INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	41.4KSH	$1.8M
2	MOODY NATIONAL BANK TRUST DIVISION	Shares	28.8KSH	$1.3M
3	Y-Intercept (Hong Kong) Ltd	Shares	23.5KSH	$1.0M
4	Cornerstone Wealth Management, LLC	Shares	7.2KSH	$319.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.0KSH	$318.0K
6	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	6.2KSH	$275.4K
7	Police & Firemen's Retirement System of New Jersey	Shares	3.1KSH	$136.1K
8	Farther Finance Advisors, LLC	Shares	910SH	$40.3K
9	IFP Advisors, Inc	Shares	719SH	$31.8K
10	SIGNATUREFD, LLC	Shares	411SH	$18.2K
11	EverSource Wealth Advisors, LLC	Shares	242SH	$10.7K
12	True Wealth Design, LLC	Shares	129SH	$5.7K
13	GAMMA Investing LLC	Shares	126SH	$5.6K
14	SJS Investment Consulting Inc.	Shares	126SH	$5.6K
15	Versant Capital Management, Inc	Shares	101SH	$4.5K
16	Torren Management, LLC	Shares	98SH	$4.3K
17	Owl Creek Wealth Partners LLC	Shares	70SH	$3.1K
18	SBI Securities Co., Ltd.	Shares	36SH	$1.6K
19	Mirae Asset Global Investments Co., Ltd.	Shares	35SH	$1.6K
20	FARMERS & MERCHANTS INVESTMENTS INC	Shares	7SH	$310
21	State of Alaska, Department of Revenue	Shares	6.0KSH	$265
22	ARMSTRONG ADVISORY GROUP, INC	Shares	3SH	$133
23	Signature Resources Capital Management, LLC	Shares	3SH	$133
24	GHP Investment Advisors, Inc.	Shares	1SH	$45
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.0KSH	$45

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

26 / 26 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+23.5K	+$1.0M	$1.0M
2	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+21.8K	+$976.4K	$1.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$108.1K	$318.0K
4	Farther Finance Advisors, LLC added	Shares	+633	+$28.6K	$40.3K
5	IFP Advisors, Inc added	Shares	+612	+$27.3K	$31.8K
6	SIGNATUREFD, LLC new	Shares	+411	+$18.2K	$18.2K
7	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-2	+$8.7K	$275.4K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.3K	$136.1K
9	True Wealth Design, LLC added	Shares	+68	+$3.1K	$5.7K
10	SJS Investment Consulting Inc. added	Shares	+61	+$2.8K	$5.6K
11	Torren Management, LLC unchanged	Shares	0	+$138	$4.3K
12	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$99	$3.1K
13	SBI Securities Co., Ltd. unchanged	Shares	0	+$50	$1.6K
14	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$49	$1.6K
15	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$10	$310
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$9	$265
17	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$4	$133
18	Signature Resources Capital Management, LLC unchanged	Shares	0	+$4	$133
19	GHP Investment Advisors, Inc. unchanged	Shares	0	+$2	$45
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$1	$45
21	Fortitude Family Office, LLC exited	Shares	-13	-$557	$0
22	GAMMA Investing LLC trimmed	Shares	-77	-$3.1K	$5.6K
23	EverSource Wealth Advisors, LLC trimmed	Shares	-90	-$3.5K	$10.7K
24	Cornerstone Wealth Management, LLC trimmed	Shares	-330	-$4.0K	$319.2K
25	Versant Capital Management, Inc trimmed	Shares	-574	-$24.5K	$4.5K
26	Assenagon Asset Management S.A. trimmed	Shares	-52.5K	-$2.2M	$1.8M