Filing Research | TRS - TRIMAS CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Oliver Luxxe Assets LLC	Shares	54.5KSH	$2.5M
2	Police & Firemen's Retirement System of New Jersey	Shares	9.4KSH	$422.3K
3	Versant Capital Management, Inc	Shares	1.1KSH	$49.3K
4	SIGNATUREFD, LLC	Shares	666SH	$30.0K
5	GAMMA Investing LLC	Shares	388SH	$17.5K
6	Farther Finance Advisors, LLC	Shares	100SH	$4.5K
7	EverSource Wealth Advisors, LLC	Shares	80SH	$3.6K
8	SJS Investment Consulting Inc.	Shares	42SH	$1.9K
9	True Wealth Design, LLC	Shares	13SH	$586
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	12SH	$519
11	State of Alaska, Department of Revenue	Shares	1.7KSH	$76
12	SBI Securities Co., Ltd.	Shares	1SH	$45

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

15 / 15 loaded

#		Instrument
1	Oliver Luxxe Assets LLC trimmed	Shares	-4.9K	+$319.2K	$2.5M
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$85.2K	$422.3K
3	SIGNATUREFD, LLC added	Shares	+491	+$23.7K	$30.0K
4	Versant Capital Management, Inc unchanged	Shares	0	+$10.0K	$49.3K
5	GAMMA Investing LLC added	Shares	+15	+$4.1K	$17.5K
6	SJS Investment Consulting Inc. added	Shares	+30	+$1.5K	$1.9K
7	Farther Finance Advisors, LLC added	Shares	+5	+$1.0K	$4.5K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$83	$519
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$15	$76
10	SBI Securities Co., Ltd. unchanged	Shares	0	+$9	$45
11	True Wealth Design, LLC trimmed	Shares	-13	-$349	$586
12	EverSource Wealth Advisors, LLC trimmed	Shares	-88	-$2.4K	$3.6K
13	Crewe Advisors LLC exited	Shares	-88	-$3.2K	$0
14	AdvisorNet Financial, Inc exited	Shares	-785	-$28.2K	$0
15	JACKSON SQUARE CAPITAL, LLC exited	Shares	-18.0K	-$646.9K	$0

Filing Research | TRS - TRIMAS CORP Institutional Holdings