Filing Research | XERS - XERIS BIOPHARMA HOLDINGS INC Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	411.3KSH	$3.3M
2	Apella Capital, LLC	Shares	215.9KSH	$1.9M
3	Police & Firemen's Retirement System of New Jersey	Shares	50.6KSH	$400.6K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.2KSH	$393.9K
5	AlphaCentric Advisors LLC	Shares	46.5KSH	$368.7K
6	Diversified Trust Co	Shares	32.1KSH	$253.9K
7	China Universal Asset Management Co., Ltd.	Shares	31.1KSH	$246.1K
8	ASPIRIANT, LLC	Shares	20.0KSH	$158.6K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.7KSH	$108.1K
10	Merit Financial Group, LLC	Shares	10.3KSH	$81.5K
11	Mirae Asset Global Investments Co., Ltd.	Shares	7.7KSH	$61.1K
12	Farther Finance Advisors, LLC	Shares	2.7KSH	$20.7K
13	SBI Securities Co., Ltd.	Shares	1.9KSH	$15.1K
14	WEBSTER BANK, N. A.	Shares	1.9KSH	$15.0K
15	Fortitude Family Office, LLC	Shares	1.5KSH	$11.9K
16	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$10.9K
17	True Wealth Design, LLC	Shares	1.1KSH	$8.9K
18	Activest Wealth Management	Shares	1.0KSH	$7.9K
19	MassMutual Private Wealth & Trust, FSB	Shares	888SH	$7.0K
20	SIGNATUREFD, LLC	Shares	631SH	$5.0K
21	SJS Investment Consulting Inc.	Shares	294SH	$2.3K
22	Versant Capital Management, Inc	Shares	207SH	$1.6K
23	Wealth Enhancement Trust Services, Inc.	Shares	197SH	$1.6K
24	GAMMA Investing LLC	Shares	110SH	$871
25	Steigerwald, Gordon & Koch Inc.	Shares	37SH	$293
26	State of Alaska, Department of Revenue	Shares	8.5KSH	$66
27	IFP Advisors, Inc	Shares	6SH	$48
28	Hughes Financial Services, LLC	Shares	2SH	$16
29	TSFG, LLC	Shares	708SH	$6

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

30 / 30 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+249.6K	+$2.3M	$3.3M
2	Apella Capital, LLC trimmed	Shares	-20.0K	+$427.5K	$1.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.0K	+$169.3K	$393.9K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+9.8K	+$164.3K	$400.6K
5	AlphaCentric Advisors LLC added	Shares	+663	+$102.5K	$368.7K
6	Merit Financial Group, LLC new	Shares	+10.3K	+$81.5K	$81.5K
7	Diversified Trust Co unchanged	Shares	0	+$68.0K	$253.9K
8	ASPIRIANT, LLC added	Shares	+30	+$42.6K	$158.6K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$28.9K	$108.1K
10	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-934	+$11.0K	$61.1K
11	Farther Finance Advisors, LLC added	Shares	+188	+$5.7K	$20.7K
12	SBI Securities Co., Ltd. unchanged	Shares	0	+$4.0K	$15.1K
13	WEBSTER BANK, N. A. unchanged	Shares	0	+$4.0K	$15.0K
14	True Wealth Design, LLC added	Shares	+108	+$3.0K	$8.9K
15	Fortitude Family Office, LLC trimmed	Shares	-53	+$2.9K	$11.9K
16	Activest Wealth Management unchanged	Shares	0	+$2.1K	$7.9K
17	SJS Investment Consulting Inc. added	Shares	+231	+$2.0K	$2.3K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+197	+$1.6K	$1.6K
19	EverSource Wealth Advisors, LLC trimmed	Shares	-247	+$1.5K	$10.9K
20	Versant Capital Management, Inc added	Shares	+158	+$1.4K	$1.6K
21	SIGNATUREFD, LLC unchanged	Shares	0	+$1.3K	$5.0K
22	China Universal Asset Management Co., Ltd. trimmed	Shares	-11.2K	+$1.1K	$246.1K
23	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-246	+$456	$7.0K
24	GAMMA Investing LLC added	Shares	+10	+$291	$871
25	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$78	$293
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$17	$66
27	IFP Advisors, Inc unchanged	Shares	0	+$13	$48
28	TSFG, LLC unchanged	Shares	0	+$2	$6
29	Hughes Financial Services, LLC trimmed	Shares	-2	-$7	$16
30	Sound Income Strategies, LLC exited	Shares	-1.2K	-$7.5K	$0