Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Fideuram Asset Management (Ireland) dac | $2.4M |
| 2 | Baader Bank Aktiengesellschaft | $1.6M |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $1.0M |
| 4 | Mirae Asset Global Investments Co., Ltd. | $667.0K |
| 5 | True North Advisors, LLC | $581.6K |
| 6 | Venturi Wealth Management, LLC | $240.6K |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $152.6K |
| 8 | SBI Securities Co., Ltd. | $147.8K |
| 9 | Blue Trust, Inc. | $131.8K |
| 10 | JGP Global Gestao de Recursos Ltda. | $128.5K |
| 11 | GREENLEAF TRUST | $87.9K |
| 12 | IFP Advisors, Inc | $58.9K |
| 13 | Noble Wealth Management PBC | $5.9K |
| 14 | SIGNATUREFD, LLC | $4.0K |
| 15 | EverSource Wealth Advisors, LLC | $3.3K |
| 16 | Farther Finance Advisors, LLC | $1.7K |
| 17 | Wealth Enhancement Trust Services, Inc. | $1.7K |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $1.4K |
| 19 | FINANCIAL CONSULATE, INC | $1.3K |
| 20 | Abound Wealth Management | $695 |
| 21 | Golden State Wealth Management, LLC | $695 |
| 22 | Bogart Wealth, LLC | $500 |
| 23 | Physician Wealth Advisors, Inc. | $404 |
| 24 | Handelsbanken Fonder AB | $215 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$581.6K | |
| 3 | +$299.8K | |
| 4 | +$152.6K | |
| 5 | +$128.5K | |
| 6 | +$101.7K | |
| 7 | +$87.9K | |
| 8 | +$4.0K | |
| 9 | +$1.4K | |
| 10 | +$1.4K | |
| 11 | +$547 | |
| 12 | +$404 | |
| 13 | -$9 | |
| 14 | -$75 | |
| 15 | -$180 | |
| 16 | -$189 | |
| 17 | -$249 | |
| 18 | -$249 | |
| 19 | -$607 | |
| 20 | -$779 | |
| 21 | -$2.1K | |
| 22 | -$2.8K | |
| 23 | -$23.5K | |
| 24 | -$39.8K | |
| 25 | -$58.2K | |
| 26 | -$130.4K | |
| 27 | -$235.2K | |
| 28 | -$370.2K | |
| 29 | -$6.1M |