Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | SummerHaven Investment Management, LLC | $933.2K |
| 2 | Assenagon Asset Management S.A. | $932.6K |
| 3 | Y-Intercept (Hong Kong) Ltd | $506.9K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $170.7K |
| 5 | Diversified Trust Co | $168.4K |
| 6 | Police & Firemen's Retirement System of New Jersey | $127.3K |
| 7 | Versant Capital Management, Inc | $29.5K |
| 8 | Farther Finance Advisors, LLC | $13.2K |
| 9 | GAMMA Investing LLC | $10.5K |
| 10 | EverSource Wealth Advisors, LLC | $10.4K |
| 11 | Torren Management, LLC | $5.0K |
| 12 | Sachetta, LLC | $4.0K |
| 13 | ST GERMAIN D J CO INC | $3.3K |
| 14 | True Wealth Design, LLC | $2.6K |
| 15 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.5K |
| 16 | Fortitude Family Office, LLC | $1.5K |
| 17 | Bogart Wealth, LLC | $970 |
| 18 | SIGNATUREFD, LLC | $699 |
| 19 | SBI Securities Co., Ltd. | $678 |
| 20 | IFP Advisors, Inc | $428 |
| 21 | Princeton Global Asset Management LLC | $271 |
| 22 | SJS Investment Consulting Inc. | $53 |
| 23 | State of Alaska, Department of Revenue | $22 |
| 24 | CX Institutional | $1 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$103.5K | |
| 2 | +$34.4K | |
| 3 | +$8.5K | |
| 4 | +$4.0K | |
| 5 | +$1.9K | |
| 6 | +$1.5K | |
| 7 | +$970 | |
| 8 | +$349 | |
| 9 | +$1 | |
| 10 | -$1 | |
| 11 | -$5 | |
| 12 | -$12 | |
| 13 | -$43 | |
| 14 | -$57 | |
| 15 | -$87 | |
| 16 | -$117 | |
| 17 | -$191 | |
| 18 | -$283 | |
| 19 | -$297 | |
| 20 | -$304 | |
| 21 | -$438 | |
| 22 | -$2.2K | |
| 23 | -$2.5K | |
| 24 | -$3.5K | |
| 25 | -$6.5K | |
| 26 | -$12.4K | |
| 27 | -$16.1K | |
| 28 | -$4.0M |