Snapshot holdings
#
1Capricorn Fund Managers Ltd$10.2M
2Eleva Capital SAS$9.8M
3Rathbones Group PLC$7.2M
4Oak Thistle LLC$2.9M
5Police & Firemen's Retirement System of New Jersey$2.8M
6Sequoia Financial Advisors, LLC$2.1M
7First National Advisers, LLC$1.5M
8Y-Intercept (Hong Kong) Ltd$1.4M
9Mainstream Capital Management LLC$787.3K
10United Asset Strategies, Inc.$631.0K
11Avior Wealth Management, LLC$595.0K
12First Bank & Trust$577.8K
13Central Pacific Bank - Trust Division$511.9K
14Harbour Capital Advisors, LLC$496.8K
15DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$490.7K
16GAMMA Investing LLC$142.9K
17SIGNATUREFD, LLC$127.5K
18Mirae Asset Global Investments Co., Ltd.$125.6K
19Farther Finance Advisors, LLC$40.1K
20Versant Capital Management, Inc$35.9K
21SBI Securities Co., Ltd.$22.2K
22EverSource Wealth Advisors, LLC$14.2K
23Pacifica Partners Inc.$3.5K
24Handelsbanken Fonder AB$2.1K
25Abound Wealth Management$1.9K
26IFP Advisors, Inc$1.5K
27Blue Trust, Inc.$1.5K
28True Wealth Design, LLC$1.4K
29ELEVATION WEALTH PARTNERS, LLC$1.4K
30MassMutual Private Wealth & Trust, FSB$1.4K
31Activest Wealth Management$643
32FINANCIAL CONSULATE, INC$542
33Cromwell Holdings LLC$541
34CoreCap Advisors, LLC$474
35PARK AVENUE SECURITIES LLC$336
36AMALGAMATED BANK$306
37HALBERT HARGROVE GLOBAL ADVISORS, LLC$285
38West Branch Capital LLC$229
39HIGHLINE WEALTH PARTNERS LLC$203
40Beaird Harris Wealth Management, LLC$193
41Hughes Financial Services, LLC$34
42CX Institutional$15
Manager changes
#
1+$7.2M
2+$4.1M
3+$2.9M
4+$1.5M
5+$1.4M
6+$710.6K
7+$490.7K
8+$480.0K
9+$258.5K
10+$185.8K
11+$43.5K
12+$25.8K
13+$17.2K
14+$15.5K
15+$13.9K
16+$11.4K
17+$2.8K
18+$2.5K
19+$1.4K
20+$1.2K
21+$643
22+$285
23+$251
24+$209
25+$178
26+$138
27+$65
28+$34
29+$14
30+$6
31+$5
32+$5
33+$1
34$0
35$0
36$0
37-$127
38-$189
39-$406
40-$683
41-$1.6K
42-$3.9K
43-$8.3K
44-$10.8K
45-$38.1K
46-$267.5K
47-$1.0M
Filing Research | AMER SPORTS ORD Institutional Holdings