Filing Research | XZO - EXZEO GROUP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Sidoxia Capital Management, LLC	Shares	38.3KSH	$646.4K
2	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	25.0KSH	$421.8K
3	Police & Firemen's Retirement System of New Jersey	Shares	2.6KSH	$44.2K
4	IFP Advisors, Inc	Shares	99SH	$1.7K
5	SJS Investment Consulting Inc.	Shares	64SH	$1.1K
6	Farther Finance Advisors, LLC	Shares	45SH	$760
7	EverSource Wealth Advisors, LLC	Shares	41SH	$692
8	True Wealth Design, LLC	Shares	5SH	$85
9	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$17

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

11 / 11 loaded

#		Instrument
1	Sidoxia Capital Management, LLC added	Shares	+589	+$92.9K	$646.4K
2	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$55.0K	$421.8K
3	Police & Firemen's Retirement System of New Jersey new	Shares	+2.6K	+$44.2K	$44.2K
4	IFP Advisors, Inc new	Shares	+99	+$1.7K	$1.7K
5	SJS Investment Consulting Inc. new	Shares	+64	+$1.1K	$1.1K
6	Farther Finance Advisors, LLC new	Shares	+45	+$760	$760
7	EverSource Wealth Advisors, LLC new	Shares	+41	+$692	$692
8	True Wealth Design, LLC new	Shares	+5	+$85	$85
9	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$17	$17
10	WEALTHEDGE INVESTMENT ADVISORS, LLC exited	Shares	-14.9K	-$218.8K	$0
11	Y-Intercept (Hong Kong) Ltd exited	Shares	-46.2K	-$677.7K	$0

Filing Research | XZO - EXZEO GROUP INC Institutional Holdings