Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $8.1M |
| 2 | Counterpoint Mutual Funds LLC | $1.4M |
| 3 | KIECKHEFER GROUP LLC | $1.3M |
| 4 | AlphaCentric Advisors LLC | $1.1M |
| 5 | SteelPeak Wealth, LLC | $940.4K |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $832.8K |
| 7 | BENJAMIN EDWARDS INC | $315.5K |
| 8 | IFC & Insurance Marketing, Inc. | $315.3K |
| 9 | J.W. COLE ADVISORS, INC. | $314.4K |
| 10 | Police & Firemen's Retirement System of New Jersey | $300.6K |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $284.3K |
| 12 | SBI Securities Co., Ltd. | $137.8K |
| 13 | Farther Finance Advisors, LLC | $66.7K |
| 14 | SIGNATUREFD, LLC | $54.4K |
| 15 | IFP Advisors, Inc | $45.3K |
| 16 | Spire Wealth Management | $27.8K |
| 17 | HM PAYSON & CO | $26.4K |
| 18 | Cornerstone National Bank & Trust Co | $23.2K |
| 19 | Aventura Private Wealth, LLC | $18.1K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.0K |
| 21 | Bogart Wealth, LLC | $8.9K |
| 22 | SALEM INVESTMENT COUNSELORS INC | $5.0K |
| 23 | Physician Wealth Advisors, Inc. | $5.0K |
| 24 | Mirae Asset Global Investments Co., Ltd. | $3.1K |
| 25 | Aspect Partners, LLC | $1.6K |
| 26 | Fortitude Family Office, LLC | $870 |
| 27 | FNY Investment Advisers, LLC | $334 |
| 28 | FNY Investment Advisers, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$8.1M | |
| 2 | +$940.4K | |
| 3 | +$681.0K | |
| 4 | +$605.3K | |
| 5 | +$594.0K | |
| 6 | +$315.5K | |
| 7 | +$300.6K | |
| 8 | +$298.3K | |
| 9 | +$284.3K | |
| 10 | +$181.1K | |
| 11 | +$66.7K | |
| 12 | +$56.9K | |
| 13 | +$54.2K | |
| 14 | +$38.7K | |
| 15 | +$27.8K | |
| 16 | +$26.4K | |
| 17 | +$18.1K | |
| 18 | +$17.2K | |
| 19 | +$10.9K | |
| 20 | +$8.9K | |
| 21 | +$2.2K | |
| 22 | +$2.2K | |
| 23 | +$1.6K | |
| 24 | +$1.4K | |
| 25 | +$870 | |
| 26 | +$322 | |
| 27 | $0 | |
| 28 | -$4.2K | |
| 29 | -$35.3K | |
| 30 | -$47.1K |