Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Fideuram Asset Management (Ireland) dac | $4.5M |
| 2 | Counterpoint Mutual Funds LLC | $987.9K |
| 3 | Mediolanum International Funds Ltd | $840.0K |
| 4 | Assenagon Asset Management S.A. | $811.8K |
| 5 | QP WEALTH MANAGEMENT, LLC | $338.8K |
| 6 | ASR Vermogensbeheer N.V. | $308.6K |
| 7 | SBI Securities Co., Ltd. | $82.8K |
| 8 | Versant Capital Management, Inc | $34.4K |
| 9 | EverSource Wealth Advisors, LLC | $17.5K |
| 10 | Blue Trust, Inc. | $14.2K |
| 11 | FINANCIAL CONSULATE, INC | $4.1K |
| 12 | Independence Bank of Kentucky | $3.6K |
| 13 | JFS WEALTH ADVISORS, LLC | $2.9K |
| 14 | SIGNATUREFD, LLC | $2.7K |
| 15 | Owl Creek Wealth Partners LLC | $2.5K |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $2.3K |
| 17 | Farther Finance Advisors, LLC | $1.4K |
| 18 | Spire Wealth Management | $890 |
| 19 | Bogart Wealth, LLC | $623 |
| 20 | True Wealth Design, LLC | $535 |
| 21 | LRI Investments, LLC | $534 |
| 22 | Monetary Solutions, Ltd | $267 |
| 23 | CIGNA INVESTMENTS INC /NEW | $227 |
| 24 | Triumph Capital Management | $178 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$4.5M | |
| 2 | +$840.0K | |
| 3 | +$455.4K | |
| 4 | +$338.8K | |
| 5 | +$308.6K | |
| 6 | +$34.4K | |
| 7 | +$21.5K | |
| 8 | +$7.9K | |
| 9 | +$4.1K | |
| 10 | +$2.7K | |
| 11 | +$2.5K | |
| 12 | +$2.3K | |
| 13 | +$1.4K | |
| 14 | +$909 | |
| 15 | +$685 | |
| 16 | +$623 | |
| 17 | +$535 | |
| 18 | +$534 | |
| 19 | +$267 | |
| 20 | +$227 | |
| 21 | +$207 | |
| 22 | +$41 | |
| 23 | -$4.2K | |
| 24 | -$32.7M | |
| 25 | -$247.5M |