Filing Research | WOOF - PETCO HEALTH & WELLNESS CO I Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Counterpoint Mutual Funds LLC	Shares	121.3KSH	$329.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.5KSH	$90.8K
3	Corecam Pte. Ltd.	Shares	29.9KSH	$81.2K
4	Abel Hall, LLC	Shares	23.5KSH	$63.8K
5	Relyea Zuckerberg Hanson LLC	Shares	23.1KSH	$62.9K
6	Police & Firemen's Retirement System of New Jersey	Shares	22.2KSH	$60.3K
7	Prospera Financial Services Inc	Shares	12.7KSH	$34.5K
8	Wedmont Private Capital	Shares	13.4KSH	$34.4K
9	Brookwood Investment Group LLC	Shares	10.0KSH	$27.2K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.3KSH	$14.5K
11	SIGNATUREFD, LLC	Shares	3.6KSH	$9.7K
12	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$4.3K
13	SBI Securities Co., Ltd.	Shares	828SH	$2.3K
14	True Wealth Design, LLC	Shares	325SH	$884
15	Farther Finance Advisors, LLC	Shares	312SH	$849
16	SJS Investment Consulting Inc.	Shares	201SH	$547
17	GAMMA Investing LLC	Shares	90SH	$245
18	IFP Advisors, Inc	Shares	35SH	$95
19	Smallwood Wealth Investment Management, LLC	Shares	5SH	$13

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

19 / 19 loaded

#		Instrument
1	Counterpoint Mutual Funds LLC new	Shares	+121.3K	+$329.8K	$329.8K
2	Abel Hall, LLC new	Shares	+23.5K	+$63.8K	$63.8K
3	SJS Investment Consulting Inc. new	Shares	+201	+$547	$547
4	IFP Advisors, Inc added	Shares	+18	+$48	$95
5	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	$0	$13
6	SBI Securities Co., Ltd. unchanged	Shares	0	-$50	$2.3K
7	GAMMA Investing LLC trimmed	Shares	-45	-$130	$245
8	Brookwood Investment Group LLC unchanged	Shares	0	-$600	$27.2K
9	True Wealth Design, LLC trimmed	Shares	-285	-$812	$884
10	Corecam Pte. Ltd. added	Shares	+329	-$876	$81.2K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$1.3K	$60.3K
12	Relyea Zuckerberg Hanson LLC unchanged	Shares	0	-$1.4K	$62.9K
13	Farther Finance Advisors, LLC trimmed	Shares	-675	-$1.8K	$849
14	EverSource Wealth Advisors, LLC trimmed	Shares	-708	-$2.1K	$4.3K
15	SIGNATUREFD, LLC trimmed	Shares	-969	-$2.9K	$9.7K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.9K	-$12.1K	$90.8K
17	Wedmont Private Capital trimmed	Shares	-3.5K	-$13.2K	$34.4K
18	Prospera Financial Services Inc trimmed	Shares	-5.0K	-$14.7K	$34.5K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-7.5K	-$20.5K	$14.5K

Filing Research | WOOF - PETCO HEALTH & WELLNESS CO I Institutional Holdings