Filing Research | ZIP - ZIPRECRUITER INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	59.3KSH	$229.5K
2	Abel Hall, LLC	Shares	29.8KSH	$111.8K
3	Police & Firemen's Retirement System of New Jersey	Shares	20.2KSH	$75.6K
4	Merit Financial Group, LLC	Shares	12.4KSH	$46.7K
5	EverSource Wealth Advisors, LLC	Shares	4.3KSH	$16.2K
6	Farther Finance Advisors, LLC	Shares	3.9KSH	$14.6K
7	GAMMA Investing LLC	Shares	1.8KSH	$6.9K
8	IFP Advisors, Inc	Shares	1.4KSH	$5.2K
9	Marquette Asset Management, LLC	Shares	970SH	$3.6K
10	True Wealth Design, LLC	Shares	648SH	$2.4K
11	Physician Wealth Advisors, Inc.	Shares	581SH	$2.2K
12	Wealth Enhancement Trust Services, Inc.	Shares	341SH	$1.3K
13	SJS Investment Consulting Inc.	Shares	280SH	$1.1K
14	Fortitude Family Office, LLC	Shares	252SH	$945
15	HHM Wealth Advisors, LLC	Shares	200SH	$750
16	CoreCap Advisors, LLC	Shares	86SH	$323
17	FIRST HORIZON CORP	Shares	61SH	$229
18	SBI Securities Co., Ltd.	Shares	45SH	$169
19	State of Alaska, Department of Revenue	Shares	2.4KSH	$9

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

19 / 19 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+21.1K	+$157.3K	$229.5K
2	Abel Hall, LLC added	Shares	+3.5K	+$63.4K	$111.8K
3	Merit Financial Group, LLC new	Shares	+12.4K	+$46.7K	$46.7K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$38.5K	$75.6K
5	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$12.3K	$16.2K
6	Farther Finance Advisors, LLC added	Shares	+488	+$8.3K	$14.6K
7	IFP Advisors, Inc added	Shares	+793	+$4.1K	$5.2K
8	Marquette Asset Management, LLC new	Shares	+970	+$3.6K	$3.6K
9	GAMMA Investing LLC unchanged	Shares	0	+$3.5K	$6.9K
10	True Wealth Design, LLC added	Shares	+135	+$1.5K	$2.4K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+341	+$1.3K	$1.3K
12	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.1K	$2.2K
13	Fortitude Family Office, LLC new	Shares	+252	+$945	$945
14	SJS Investment Consulting Inc. added	Shares	+34	+$597	$1.1K
15	HHM Wealth Advisors, LLC unchanged	Shares	0	+$382	$750
16	CoreCap Advisors, LLC new	Shares	+86	+$323	$323
17	FIRST HORIZON CORP unchanged	Shares	0	+$117	$229
18	SBI Securities Co., Ltd. unchanged	Shares	0	+$86	$169
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$9

Filing Research | ZIP - ZIPRECRUITER INC Institutional Holdings