Filing Research | YSS - YORK SPACE SYSTEMS INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Tema ETFs LLC	Shares	1.9MSH	$46.9M
2	Swedbank AB	Shares	121.9KSH	$3.0M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	64.9KSH	$1.6M
4	MOODY NATIONAL BANK TRUST DIVISION	Shares	35.9KSH	$882.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.9KSH	$256.0K
6	Police & Firemen's Retirement System of New Jersey	Shares	6.3KSH	$154.9K
7	IFP Advisors, Inc	Shares	3.4KSH	$82.6K
8	SBI Securities Co., Ltd.	Shares	3.0KSH	$74.4K
9	FIRST HORIZON CORP	Shares	241SH	$5.9K
10	Cape Investment Advisory, Inc.	Shares	180SH	$4.4K
11	MassMutual Private Wealth & Trust, FSB	Shares	128SH	$3.2K
12	Atlantic Edge Private Wealth Management, LLC	Shares	100SH	$2.5K
13	True Wealth Design, LLC	Shares	58SH	$1.4K
14	Canal Insurance CO	Shares	40.0KSH	$985
15	Physician Wealth Advisors, Inc.	Shares	37SH	$911
16	Investors Research Corp	Shares	36SH	$886
17	TOTH FINANCIAL ADVISORY CORP	Shares	33SH	$813
18	Fortitude Family Office, LLC	Shares	27SH	$665
19	AdvisorNet Financial, Inc	Shares	17SH	$419
20	SJS Investment Consulting Inc.	Shares	17SH	$419
21	EverSource Wealth Advisors, LLC	Shares	14SH	$345
22	Farther Finance Advisors, LLC	Shares	7SH	$172

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

23 / 23 loaded

#		Instrument
1	Tema ETFs LLC added	Shares	+1.9M	+$46.9M	$46.9M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+47.0K	+$1.2M	$1.6M
3	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+35.9K	+$882.7K	$882.7K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.9K	+$256.0K	$256.0K
5	IFP Advisors, Inc added	Shares	+3.3K	+$81.7K	$82.6K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$55.9K	$154.9K
7	SBI Securities Co., Ltd. added	Shares	+867	+$26.6K	$74.4K
8	Cape Investment Advisory, Inc. new	Shares	+180	+$4.4K	$4.4K
9	MassMutual Private Wealth & Trust, FSB new	Shares	+128	+$3.2K	$3.2K
10	Atlantic Edge Private Wealth Management, LLC new	Shares	+100	+$2.5K	$2.5K
11	FIRST HORIZON CORP added	Shares	+47	+$1.6K	$5.9K
12	True Wealth Design, LLC new	Shares	+58	+$1.4K	$1.4K
13	Canal Insurance CO new	Shares	+40.0K	+$985	$985
14	Investors Research Corp new	Shares	+36	+$886	$886
15	TOTH FINANCIAL ADVISORY CORP new	Shares	+33	+$813	$813
16	AdvisorNet Financial, Inc new	Shares	+17	+$419	$419
17	SJS Investment Consulting Inc. new	Shares	+17	+$419	$419
18	EverSource Wealth Advisors, LLC new	Shares	+14	+$345	$345
19	Farther Finance Advisors, LLC new	Shares	+7	+$172	$172
20	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$90	$911
21	Fortitude Family Office, LLC unchanged	Shares	0	+$66	$665
22	RiverPark Advisors, LLC exited	Shares	-1.3K	-$29.8K	$0
23	Swedbank AB trimmed	Shares	-32.7K	-$425.8K	$3.0M