Filing Research | TTAN - SERVICETITAN INC Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	132.0KSH	$9.3M
2	JACOBSON & SCHMITT ADVISORS, LLC	Shares	81.1KSH	$5.7M
3	ABN AMRO INVESTMENT SOLUTIONS	Shares	37.0KSH	$2.6M
4	Taylor Frigon Capital Management LLC	Shares	36.9KSH	$2.6M
5	LAZARI CAPITAL MANAGEMENT, INC.	Shares	22.3KSH	$1.6M
6	Police & Firemen's Retirement System of New Jersey	Shares	18.1KSH	$1.3M
7	Composition Wealth, LLC	Shares	17.9KSH	$1.3M
8	ANCHYRA PARTNERS LLC	Shares	15.9KSH	$1.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.3KSH	$800.5K
10	Prospera Financial Services Inc	Shares	10.8KSH	$765.1K
11	Xcel Wealth Management, LLC	Shares	10.3KSH	$726.2K
12	Stonebridge Financial Group, LLC / MO	Shares	7.0KSH	$493.0K
13	DAVENPORT & Co LLC	Shares	6.4KSH	$454.6K
14	Northside Capital Management, LLC	Shares	6.3KSH	$445.0K
15	HIGHLINE WEALTH PARTNERS LLC	Shares	5.4KSH	$381.8K
16	KRS Capital Management, LLC	Shares	4.6KSH	$327.5K
17	First Bank & Trust	Shares	4.4KSH	$313.0K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.1KSH	$231.1K
19	LVW Advisors, LLC	Shares	3.2KSH	$223.9K
20	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$124.3K
21	Penn Mutual Asset Management	Shares	1.2KSH	$83.9K
22	ELEVATION WEALTH PARTNERS, LLC	Shares	863SH	$61.0K
23	SOA Wealth Advisors, LLC.	Shares	650SH	$46.0K
24	HM PAYSON & CO	Shares	418SH	$29.6K
25	FIRST HORIZON CORP	Shares	375SH	$26.5K
26	Bogart Wealth, LLC	Shares	336SH	$23.8K
27	Farther Finance Advisors, LLC	Shares	265SH	$18.7K
28	ENTRUST FINANCIAL LLC	Shares	233SH	$16.5K
29	Allied Private Wealth LLC	Shares	203SH	$15.8K
30	TOTH FINANCIAL ADVISORY CORP	Shares	210SH	$14.8K
31	GAMMA Investing LLC	Shares	206SH	$14.6K
32	CoreCap Advisors, LLC	Shares	198SH	$14.0K
33	FINANCIAL CONSULATE, INC	Shares	180SH	$12.7K
34	Blue Trust, Inc.	Shares	130SH	$9.2K
35	Versant Capital Management, Inc	Shares	124SH	$8.8K
36	Aspect Partners, LLC	Shares	122SH	$8.6K
37	IFP Advisors, Inc	Shares	94SH	$6.6K
38	SBI Securities Co., Ltd.	Shares	93SH	$6.6K
39	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	91SH	$6.4K
40	AdvisorNet Financial, Inc	Shares	65SH	$4.6K
41	True Wealth Design, LLC	Shares	62SH	$4.4K
42	WOLFF WIESE MAGANA LLC	Shares	62SH	$4.4K
43	High Note Wealth, LLC	Shares	55SH	$3.9K
44	Physician Wealth Advisors, Inc.	Shares	45SH	$3.2K
45	Marquette Asset Management, LLC	Shares	39SH	$2.8K
46	Owl Creek Wealth Partners LLC	Shares	30SH	$2.1K
47	DHJJ Financial Advisors, Ltd.	Shares	24SH	$1.7K
48	Wealth Enhancement Trust Services, Inc.	Shares	19SH	$1.3K
49	Fortitude Family Office, LLC	Shares	13SH	$919
50	West Financial Advisors, LLC	Shares	11SH	$778

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

50 / 62 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+18.1K	+$1.3M	$1.3M
2	D.A. DAVIDSON & CO. trimmed	Shares	-433	+$929.2K	$9.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.3K	+$800.5K	$800.5K
4	Prospera Financial Services Inc new	Shares	+10.8K	+$765.1K	$765.1K
5	LAZARI CAPITAL MANAGEMENT, INC. added	Shares	+6.9K	+$601.1K	$1.6M
6	KRS Capital Management, LLC new	Shares	+4.6K	+$327.5K	$327.5K
7	Taylor Frigon Capital Management LLC added	Shares	+527	+$301.2K	$2.6M
8	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-1.3K	+$188.3K	$2.6M
9	Composition Wealth, LLC unchanged	Shares	0	+$129.7K	$1.3M
10	Xcel Wealth Management, LLC added	Shares	+516	+$107.2K	$726.2K
11	First Bank & Trust added	Shares	+862	+$86.8K	$313.0K
12	ANCHYRA PARTNERS LLC trimmed	Shares	-696	+$71.4K	$1.1M
13	Stonebridge Financial Group, LLC / MO added	Shares	+11	+$51.2K	$493.0K
14	SOA Wealth Advisors, LLC. new	Shares	+650	+$46.0K	$46.0K
15	Northside Capital Management, LLC unchanged	Shares	0	+$45.6K	$445.0K
16	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$39.1K	$381.8K
17	DAVENPORT & Co LLC trimmed	Shares	-209	+$33.3K	$454.6K
18	EverSource Wealth Advisors, LLC added	Shares	+172	+$23.7K	$124.3K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-204	+$23.5K	$231.1K
20	FIRST HORIZON CORP added	Shares	+214	+$16.3K	$26.5K
21	ELEVATION WEALTH PARTNERS, LLC added	Shares	+144	+$15.4K	$61.0K
22	GAMMA Investing LLC added	Shares	+191	+$13.6K	$14.6K
23	Bogart Wealth, LLC added	Shares	+142	+$11.4K	$23.8K
24	Blue Trust, Inc. new	Shares	+130	+$9.2K	$9.2K
25	Versant Capital Management, Inc added	Shares	+115	+$8.2K	$8.8K
26	SBI Securities Co., Ltd. added	Shares	+77	+$5.6K	$6.6K
27	True Wealth Design, LLC added	Shares	+54	+$3.9K	$4.4K
28	Physician Wealth Advisors, Inc. new	Shares	+45	+$3.2K	$3.2K
29	HM PAYSON & CO unchanged	Shares	0	+$3.0K	$29.6K
30	Marquette Asset Management, LLC added	Shares	+31	+$2.3K	$2.8K
31	Owl Creek Wealth Partners LLC new	Shares	+30	+$2.1K	$2.1K
32	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$1.7K	$16.5K
33	Aspect Partners, LLC added	Shares	+12	+$1.6K	$8.6K
34	Wealth Enhancement Trust Services, Inc. new	Shares	+19	+$1.3K	$1.3K
35	CoreCap Advisors, LLC trimmed	Shares	-2	+$1.3K	$14.0K
36	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.3K	$12.7K
37	IFP Advisors, Inc added	Shares	+4	+$936	$6.6K
38	Fortitude Family Office, LLC new	Shares	+13	+$919	$919
39	West Financial Advisors, LLC new	Shares	+11	+$778	$778
40	AdvisorNet Financial, Inc added	Shares	+3	+$661	$4.6K
41	PEREGRINE CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$660	$6.4K
42	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$450	$4.4K
43	High Note Wealth, LLC unchanged	Shares	0	+$399	$3.9K
44	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$174	$1.7K
45	3 FACTOR INDEXING, LLC new	Shares	+1	+$71	$71
46	Wilkerson Advisory Group LLC unchanged	Shares	0	+$37	$354
47	FNY Investment Advisers, LLC trimmed	Shares	-975	-$36	$247
48	TopTier Wealth Management, LLC exited	Shares	-4	-$254	$0
49	SJS Investment Consulting Inc. trimmed	Shares	-20	-$1.2K	$567
50	Rachor Investment Advisory Services, LLC exited	Shares	-23	-$1.5K	$0

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