Filing Research | VISN - VISTANCE NETWORKS INC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	5.5MSH	$70.5M
2	HENNESSY ADVISORS INC	Shares	2.2MSH	$28.6M
3	HOWLAND CAPITAL MANAGEMENT LLC	Shares	1.6MSH	$20.0M
4	AA Financial Advisors, LLC	Shares	519.5KSH	$6.6M
5	Y-Intercept (Hong Kong) Ltd	Shares	176.6KSH	$2.3M
6	Steadtrust LLC	Shares	90.1KSH	$1.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	65.7KSH	$839.1K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.5KSH	$618.7K
9	Diversified Trust Co	Shares	48.3KSH	$617.6K
10	Apollon Wealth Management, LLC	Shares	46.1KSH	$588.6K
11	Elevated Financial Group LLC	Shares	41.3KSH	$527.4K
12	Hennion & Walsh Asset Management, Inc.	Shares	40.8KSH	$520.9K
13	Merit Financial Group, LLC	Shares	39.1KSH	$499.1K
14	Oxinas Partners, LLC	Shares	23.4KSH	$298.5K
15	WEST MICHIGAN ADVISORS, LLC	Shares	13.3KSH	$241.3K
16	GK Wealth Management LLC	Shares	18.6KSH	$238.3K
17	Olympiad Research LP	Shares	18.0KSH	$230.1K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	17.8KSH	$227.6K
19	Prospera Financial Services Inc	Shares	13.2KSH	$168.9K
20	Independent Wealth Network Inc.	Shares	13.0KSH	$166.3K
21	Ballentine Partners, LLC	Shares	12.6KSH	$161.6K
22	Abel Hall, LLC	Shares	11.9KSH	$151.9K
23	Fiduciary Alliance LLC	Shares	11.2KSH	$143.6K
24	Farther Finance Advisors, LLC	Shares	3.0KSH	$38.0K
25	Triumph Capital Management	Shares	2.5KSH	$32.3K
26	GAMMA Investing LLC	Shares	2.4KSH	$30.6K
27	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$29.6K
28	FINANCIAL CONSULATE, INC	Shares	1.3KSH	$16.0K
29	SBI Securities Co., Ltd.	Shares	1.2KSH	$15.5K
30	Golden State Wealth Management, LLC	Shares	1.0KSH	$12.9K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	896SH	$11.1K
32	AdvisorNet Financial, Inc	Shares	525SH	$6.7K
33	IFP Advisors, Inc	Shares	481SH	$6.1K
34	Physician Wealth Advisors, Inc.	Shares	262SH	$3.3K
35	SIGNATUREFD, LLC	Shares	232SH	$3.0K
36	Fortitude Family Office, LLC	Shares	182SH	$2.3K
37	Versant Capital Management, Inc	Shares	138SH	$1.8K
38	True Wealth Design, LLC	Shares	110SH	$1.4K
39	Cape Investment Advisory, Inc.	Shares	100SH	$1.3K
40	Hughes Financial Services, LLC	Shares	98SH	$1.3K
41	TOTH FINANCIAL ADVISORY CORP	Shares	80SH	$1.0K
42	Handelsbanken Fonder AB	Shares	76.2KSH	$974
43	JFS WEALTH ADVISORS, LLC	Shares	57SH	$729
44	SJS Investment Consulting Inc.	Shares	57SH	$729
45	Creative Capital Management Investments LLC	Shares	45SH	$575
46	Spire Wealth Management	Shares	40SH	$511
47	DiNuzzo Private Wealth, Inc.	Shares	33SH	$422
48	Bear Mountain Capital, Inc.	Shares	10SH	$122
49	LRI Investments, LLC	Shares	7SH	$89
50	MARYLAND CAPITAL ADVISORS INC.	Shares	2SH	$26

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

50 / 55 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+4.2M	+$46.0M	$70.5M
2	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+1.5M	+$18.4M	$20.0M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+176.6K	+$2.3M	$2.3M
4	Apollon Wealth Management, LLC new	Shares	+46.1K	+$588.6K	$588.6K
5	GK Wealth Management LLC new	Shares	+18.6K	+$238.3K	$238.3K
6	Olympiad Research LP new	Shares	+18.0K	+$230.1K	$230.1K
7	Independent Wealth Network Inc. new	Shares	+13.0K	+$166.3K	$166.3K
8	Merit Financial Group, LLC added	Shares	+20.6K	+$163.7K	$499.1K
9	Fiduciary Alliance LLC new	Shares	+11.2K	+$143.6K	$143.6K
10	Elevated Financial Group LLC added	Shares	+20.1K	+$141.2K	$527.4K
11	Oxinas Partners, LLC added	Shares	+10.2K	+$59.7K	$298.5K
12	Farther Finance Advisors, LLC added	Shares	+2.3K	+$25.4K	$38.0K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+696	+$7.4K	$11.1K
14	SIGNATUREFD, LLC new	Shares	+232	+$3.0K	$3.0K
15	AdvisorNet Financial, Inc added	Shares	+265	+$2.0K	$6.7K
16	Cape Investment Advisory, Inc. new	Shares	+100	+$1.3K	$1.3K
17	TOTH FINANCIAL ADVISORY CORP new	Shares	+80	+$1.0K	$1.0K
18	Creative Capital Management Investments LLC new	Shares	+45	+$575	$575
19	LRI Investments, LLC new	Shares	+7	+$89	$89
20	Bear Mountain Capital, Inc. added	Shares	+5	+$26	$122
21	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$241.3K
22	SJS Investment Consulting Inc. added	Shares	+12	-$90	$729
23	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$179	$422
24	FNY Investment Advisers, LLC trimmed	Shares	-10.1K	-$185	$4
25	Spire Wealth Management unchanged	Shares	0	-$217	$511
26	JFS WEALTH ADVISORS, LLC added	Shares	+4	-$236	$729
27	Handelsbanken Fonder AB added	Shares	+5.8K	-$307	$974
28	Vermillion Wealth Management, Inc. exited	Shares	-17	-$309	$0
29	Versant Capital Management, Inc added	Shares	+21	-$365	$1.8K
30	Physician Wealth Advisors, Inc. added	Shares	+32	-$837	$3.3K
31	Fortitude Family Office, LLC added	Shares	+7	-$859	$2.3K
32	Hughes Financial Services, LLC trimmed	Shares	-24	-$968	$1.3K
33	True Wealth Design, LLC trimmed	Shares	-74	-$1.9K	$1.4K
34	IFP Advisors, Inc trimmed	Shares	-136	-$5.1K	$6.1K
35	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$6.8K	$16.0K
36	GAMMA Investing LLC added	Shares	+202	-$9.3K	$30.6K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-95	-$14.3K	$29.6K
38	Prospera Financial Services Inc added	Shares	+2.6K	-$24.1K	$168.9K
39	Triumph Capital Management trimmed	Shares	-646	-$25.5K	$32.3K
40	Golden State Wealth Management, LLC trimmed	Shares	-1.6K	-$33.8K	$12.9K
41	SBI Securities Co., Ltd. trimmed	Shares	-2.0K	-$43.0K	$15.5K
42	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.9K	-$44.6K	$227.6K
43	Ballentine Partners, LLC added	Shares	+41	-$67.8K	$161.6K
44	Abel Hall, LLC trimmed	Shares	-1.2K	-$86.9K	$151.9K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.2K	-$136.9K	$618.7K
46	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-215	-$224.8K	$520.9K
47	Police & Firemen's Retirement System of New Jersey added	Shares	+7.1K	-$227.5K	$839.1K
48	Diversified Trust Co added	Shares	+1.4K	-$236.9K	$617.6K
49	Revisor Wealth Management LLC exited	Shares	-15.6K	-$283.7K	$0
50	Abacus Wealth Partners, LLC exited	Shares	-24.2K	-$440.6K	$0

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