Filing Research | TXG - 10X GENOMICS INC Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	Simplify Asset Management Inc.	Shares	292.9KSH	$11.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	159.1KSH	$6.5M
3	FINANCIAL CONSULATE, INC	Shares	126.4KSH	$4.8M
4	COOKSON PEIRCE & CO INC	Shares	80.3KSH	$3.1M
5	Mirador Capital Partners LP	Shares	63.6KSH	$2.4M
6	BENJAMIN EDWARDS INC	Shares	51.3KSH	$2.0M
7	Aaron Wealth Advisors LLC	Shares	48.2KSH	$1.8M
8	Merit Financial Group, LLC	Shares	40.7KSH	$1.6M
9	Police & Firemen's Retirement System of New Jersey	Shares	35.2KSH	$1.3M
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	32.2KSH	$1.2M
11	Versant Capital Management, Inc	Shares	29.6KSH	$1.1M
12	Y-Intercept (Hong Kong) Ltd	Shares	24.5KSH	$941.0K
13	TriaGen Wealth Management LLC	Shares	24.0KSH	$920.4K
14	Venturi Wealth Management, LLC	Shares	23.9KSH	$915.9K
15	Optas, LLC	Shares	20.0KSH	$768.5K
16	Interchange Capital Partners, LLC	Shares	19.2KSH	$735.5K
17	China Universal Asset Management Co., Ltd.	Shares	18.6KSH	$713.2K
18	Abundance Wealth Counselors	Shares	17.9KSH	$685.6K
19	Fortis Group Advisors, LLC	Shares	15.5KSH	$595.3K
20	Ballentine Partners, LLC	Shares	15.5KSH	$592.5K
21	Assenagon Asset Management S.A.	Shares	14.6KSH	$558.9K
22	Tactive Advisors, LLC	Shares	12.5KSH	$479.1K
23	Wedmont Private Capital	Shares	10.1KSH	$433.5K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.4KSH	$400.7K
25	GEM Asset Management, LLC	Shares	8.9KSH	$340.1K
26	Platform Technology Partners	Shares	8.5KSH	$327.0K
27	Regent Peak Wealth Advisors LLC	Shares	8.4KSH	$322.9K
28	NorthCrest Asset Manangement, LLC	Shares	7.4KSH	$320.6K
29	55 North Private Wealth, LLC	Shares	8.1KSH	$312.1K
30	SteelPeak Wealth, LLC	Shares	8.1KSH	$308.6K
31	Kaufman Rossin Wealth, LLC	Shares	6.8KSH	$293.0K
32	Grant Private Wealth Management Inc	Shares	7.6KSH	$292.3K
33	SBI Securities Co., Ltd.	Shares	7.5KSH	$288.6K
34	Triasima Portfolio Management inc.	Shares	6.1KSH	$235.4K
35	EverSource Wealth Advisors, LLC	Shares	5.8KSH	$222.3K
36	Canopy Partners, LLC	Shares	5.7KSH	$216.6K
37	Cedarwood Wealth LLC	Shares	5.3KSH	$204.7K
38	Mirae Asset Global Investments Co., Ltd.	Shares	5.2KSH	$200.4K
39	True Wealth Design, LLC	Shares	4.4KSH	$168.1K
40	GAMMA Investing LLC	Shares	4.3KSH	$164.6K
41	SIGNATUREFD, LLC	Shares	2.7KSH	$103.4K
42	SJS Investment Consulting Inc.	Shares	1.6KSH	$60.5K
43	ELEVATION WEALTH PARTNERS, LLC	Shares	1.5KSH	$57.0K
44	IFP Advisors, Inc	Shares	1.3KSH	$47.9K
45	Owl Creek Wealth Partners LLC	Shares	940SH	$36.0K
46	Fortitude Family Office, LLC	Shares	859SH	$32.9K
47	Farther Finance Advisors, LLC	Shares	719SH	$27.5K
48	Sachetta, LLC	Shares	488SH	$18.7K
49	MassMutual Private Wealth & Trust, FSB	Shares	410SH	$15.7K
50	Physician Wealth Advisors, Inc.	Shares	302SH	$11.6K

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

50 / 62 loaded

#		Instrument
1	Simplify Asset Management Inc. trimmed	Shares	-61.8K	+$3.7M	$11.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.9K	+$3.1M	$6.5M
3	COOKSON PEIRCE & CO INC added	Shares	+50.3K	+$2.4M	$3.1M
4	FINANCIAL CONSULATE, INC trimmed	Shares	-30.1K	+$1.5M	$4.8M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+24.5K	+$941.0K	$941.0K
6	Aaron Wealth Advisors LLC added	Shares	+1.8K	+$864.1K	$1.8M
7	Merit Financial Group, LLC added	Shares	+5.5K	+$813.6K	$1.6M
8	Mirador Capital Partners LP trimmed	Shares	-13.7K	+$798.9K	$2.4M
9	BENJAMIN EDWARDS INC trimmed	Shares	-6.7K	+$736.5K	$2.0M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+5.2K	+$711.7K	$1.3M
11	Interchange Capital Partners, LLC added	Shares	+4.6K	+$557.6K	$735.5K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-3.0K	+$487.1K	$1.2M
13	Abundance Wealth Counselors added	Shares	+8.4K	+$484.4K	$685.6K
14	Tactive Advisors, LLC new	Shares	+12.5K	+$479.1K	$479.1K
15	TriaGen Wealth Management LLC added	Shares	+256	+$416.2K	$920.4K
16	Venturi Wealth Management, LLC trimmed	Shares	-2.1K	+$363.4K	$915.9K
17	Regent Peak Wealth Advisors LLC new	Shares	+8.4K	+$322.9K	$322.9K
18	NorthCrest Asset Manangement, LLC new	Shares	+7.4K	+$320.6K	$320.6K
19	55 North Private Wealth, LLC new	Shares	+8.1K	+$312.1K	$312.1K
20	SteelPeak Wealth, LLC new	Shares	+8.1K	+$308.6K	$308.6K
21	Kaufman Rossin Wealth, LLC new	Shares	+6.8K	+$293.0K	$293.0K
22	Grant Private Wealth Management Inc new	Shares	+7.6K	+$292.3K	$292.3K
23	China Universal Asset Management Co., Ltd. trimmed	Shares	-2.3K	+$269.8K	$713.2K
24	Ballentine Partners, LLC added	Shares	+20	+$264.9K	$592.5K
25	Optas, LLC trimmed	Shares	-4.2K	+$254.4K	$768.5K
26	Assenagon Asset Management S.A. unchanged	Shares	0	+$249.4K	$558.9K
27	Fortis Group Advisors, LLC trimmed	Shares	-267	+$247.0K	$595.3K
28	Triasima Portfolio Management inc. new	Shares	+6.1K	+$235.4K	$235.4K
29	Canopy Partners, LLC new	Shares	+5.7K	+$216.6K	$216.6K
30	Cedarwood Wealth LLC new	Shares	+5.3K	+$204.7K	$204.7K
31	Versant Capital Management, Inc trimmed	Shares	-14.9K	+$189.2K	$1.1M
32	Wedmont Private Capital trimmed	Shares	-902	+$179.2K	$433.5K
33	GEM Asset Management, LLC trimmed	Shares	-1.0K	+$129.9K	$340.1K
34	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-3.3K	+$108.4K	$400.7K
35	GAMMA Investing LLC added	Shares	+101	+$75.6K	$164.6K
36	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-911	+$70.1K	$200.4K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-1.4K	+$69.7K	$222.3K
38	True Wealth Design, LLC trimmed	Shares	-427	+$66.0K	$168.1K
39	Platform Technology Partners trimmed	Shares	-4.0K	+$61.8K	$327.0K
40	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1.1K	+$49.7K	$57.0K
41	SIGNATUREFD, LLC trimmed	Shares	-84	+$44.4K	$103.4K
42	Fortitude Family Office, LLC added	Shares	+679	+$29.1K	$32.9K
43	IFP Advisors, Inc unchanged	Shares	0	+$21.4K	$47.9K
44	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$16.1K	$36.0K
45	SJS Investment Consulting Inc. trimmed	Shares	-654	+$13.1K	$60.5K
46	Sachetta, LLC unchanged	Shares	0	+$8.3K	$18.7K
47	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$7.0K	$15.7K
48	Physician Wealth Advisors, Inc. added	Shares	+42	+$6.1K	$11.6K
49	TFC Financial Management, Inc. unchanged	Shares	0	+$975	$2.2K
50	CoreCap Advisors, LLC unchanged	Shares	0	+$890	$2.0K

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