Filing Research | VSAT - Viasat Inc Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	1.2MSH	$108.2M
2	Tema ETFs LLC	Shares	965.8KSH	$86.7M
3	LEE DANNER & BASS INC	Shares	820.9KSH	$73.7M
4	LBP AM SA	Shares	462.4KSH	$41.5M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	179.2KSH	$16.1M
6	Louisiana State Employees Retirement System	Shares	59.5KSH	$5.3M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	45.7KSH	$4.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	37.5KSH	$3.4M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	36.5KSH	$3.3M
10	Diversified Trust Co	Shares	23.5KSH	$2.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.1KSH	$1.8M
12	SIERRA SUMMIT ADVISORS LLC	Shares	17.2KSH	$1.5M
13	MOODY ALDRICH PARTNERS LLC	Shares	12.9KSH	$1.2M
14	EQUITABLE TRUST CO	Shares	10.0KSH	$898.1K
15	BankChampaign, National Association	Shares	9.5KSH	$854.0K
16	M.E. ALLISON & CO., INC.	Shares	8.9KSH	$798.4K
17	IFM Investors Pty Ltd	Shares	7.7KSH	$688.7K
18	QP WEALTH MANAGEMENT, LLC	Shares	7.7KSH	$688.2K
19	Abel Hall, LLC	Shares	7.3KSH	$652.3K
20	Veracity Capital LLC	Shares	6.5KSH	$581.7K
21	TriaGen Wealth Management LLC	Shares	6.1KSH	$551.8K
22	MRA Advisory Group	Shares	6.1KSH	$547.2K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.8KSH	$523.6K
24	Crossmark Global Holdings, Inc.	Shares	5.0KSH	$453.0K
25	Versant Capital Management, Inc	Shares	4.9KSH	$443.7K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.5KSH	$402.7K
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.2KSH	$372.9K
28	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	4.1KSH	$371.6K
29	EverSource Wealth Advisors, LLC	Shares	4.1KSH	$368.5K
30	GAMMA Investing LLC	Shares	3.8KSH	$341.1K
31	Cannon Advisors, Inc.	Shares	4.5KSH	$317.8K
32	Corecam Pte. Ltd.	Shares	3.0KSH	$270.3K
33	MILFAM LLC	Shares	3.0KSH	$269.4K
34	B. Riley Wealth Advisors, Inc.	Shares	3.3KSH	$253.2K
35	Solitude Financial Services	Shares	2.8KSH	$250.1K
36	Camelot Portfolios, LLC	CALL	3.0KSH	$248.1K
37	Merit Financial Group, LLC	Shares	2.8KSH	$247.9K
38	NOVEM GROUP	Shares	2.5KSH	$226.5K
39	Sequoia Financial Advisors, LLC	Shares	2.5KSH	$222.1K
40	Fifth Third Wealth Advisors LLC	Shares	2.3KSH	$210.1K
41	Interchange Capital Partners, LLC	Shares	2.3KSH	$204.5K
42	Triumph Capital Management	Shares	1.3KSH	$121.1K
43	SALEM INVESTMENT COUNSELORS INC	Shares	1.2KSH	$108.9K
44	Farther Finance Advisors, LLC	Shares	1.2KSH	$102.2K
45	Mosley Wealth Management	Shares	1.0KSH	$93.9K
46	SBI Securities Co., Ltd.	Shares	1.0KSH	$91.5K
47	Abound Wealth Management	Shares	1.0KSH	$91.4K
48	Valued Wealth Advisors LLC	Shares	835SH	$75.0K
49	CoreCap Advisors, LLC	Shares	700SH	$62.9K
50	Activest Wealth Management	Shares	500SH	$44.9K

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

50 / 89 loaded

#		Instrument
1	Tema ETFs LLC added	Shares	+965.4K	+$86.7M	$86.7M
2	HENNESSY ADVISORS INC unchanged	Shares	0	+$53.0M	$108.2M
3	LEE DANNER & BASS INC trimmed	Shares	-12.0K	+$35.6M	$73.7M
4	LBP AM SA added	Shares	+251.4K	+$31.9M	$41.5M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-17.5K	+$7.1M	$16.1M
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+34.1K	+$3.6M	$4.1M
7	Louisiana State Employees Retirement System trimmed	Shares	-700	+$2.6M	$5.3M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$1.8M	$3.4M
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-95	+$1.6M	$3.3M
10	SIERRA SUMMIT ADVISORS LLC new	Shares	+17.2K	+$1.5M	$1.5M
11	MOODY ALDRICH PARTNERS LLC new	Shares	+12.9K	+$1.2M	$1.2M
12	Diversified Trust Co added	Shares	+453	+$1.1M	$2.1M
13	EQUITABLE TRUST CO new	Shares	+10.0K	+$898.1K	$898.1K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.3K	+$782.2K	$1.8M
15	Veracity Capital LLC new	Shares	+6.5K	+$581.7K	$581.7K
16	MRA Advisory Group new	Shares	+6.1K	+$547.2K	$547.2K
17	BankChampaign, National Association trimmed	Shares	-30	+$417.1K	$854.0K
18	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+4.2K	+$372.9K	$372.9K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+4.1K	+$371.6K	$371.6K
20	IFM Investors Pty Ltd added	Shares	+52	+$339.9K	$688.7K
21	Abel Hall, LLC added	Shares	+158	+$326.9K	$652.3K
22	QP WEALTH MANAGEMENT, LLC trimmed	Shares	-254	+$325.6K	$688.2K
23	TriaGen Wealth Management LLC added	Shares	+101	+$275.0K	$551.8K
24	MILFAM LLC new	Shares	+3.0K	+$269.4K	$269.4K
25	Solitude Financial Services new	Shares	+2.8K	+$250.1K	$250.1K
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-169	+$248.8K	$523.6K
27	Camelot Portfolios, LLC new	CALL	+3.0K	+$248.1K	$248.1K
28	Merit Financial Group, LLC new	Shares	+2.8K	+$247.9K	$247.9K
29	M.E. ALLISON & CO., INC. trimmed	Shares	-3.5K	+$231.9K	$798.4K
30	Versant Capital Management, Inc added	Shares	+207	+$226.9K	$443.7K
31	NOVEM GROUP new	Shares	+2.5K	+$226.5K	$226.5K
32	Sequoia Financial Advisors, LLC new	Shares	+2.5K	+$222.1K	$222.1K
33	Crossmark Global Holdings, Inc. trimmed	Shares	-20	+$221.1K	$453.0K
34	Fifth Third Wealth Advisors LLC new	Shares	+2.3K	+$210.1K	$210.1K
35	Interchange Capital Partners, LLC new	Shares	+2.3K	+$204.5K	$204.5K
36	GAMMA Investing LLC added	Shares	+626	+$195.8K	$341.1K
37	EverSource Wealth Advisors, LLC added	Shares	+77	+$184.1K	$368.5K
38	Cannon Advisors, Inc. unchanged	Shares	0	+$109.4K	$317.8K
39	Mosley Wealth Management unchanged	Shares	0	+$63.3K	$93.9K
40	SBI Securities Co., Ltd. added	Shares	+347	+$60.7K	$91.5K
41	Farther Finance Advisors, LLC added	Shares	+174	+$56.9K	$102.2K
42	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$53.4K	$108.9K
43	Valued Wealth Advisors LLC added	Shares	+285	+$49.8K	$75.0K
44	Golden State Wealth Management, LLC new	Shares	+454	+$40.8K	$40.8K
45	Abound Wealth Management trimmed	Shares	-276	+$32.1K	$91.4K
46	CoreCap Advisors, LLC unchanged	Shares	0	+$30.8K	$62.9K
47	ELEVATION WEALTH PARTNERS, LLC added	Shares	+318	+$30.1K	$31.6K
48	Triumph Capital Management trimmed	Shares	-665	+$28.9K	$121.1K
49	IFP Advisors, Inc added	Shares	+1	+$14.6K	$29.7K
50	Blue Trust, Inc. added	Shares	+158	+$14.2K	$14.3K

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