Filing Research | CALEDONIA MNG CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	MIZUHO MARKETS AMERICAS LLC	Shares	185.6KSH	$3.5M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	33.9KSH	$646.6K
3	Police & Firemen's Retirement System of New Jersey	Shares	4.4KSH	$83.4K
4	GAMMA Investing LLC	Shares	1.2KSH	$22.1K
5	Curated Wealth Partners LLC	Shares	15.0KSH	$16.9K
6	Versant Capital Management, Inc	Shares	846SH	$16.2K
7	Owl Creek Wealth Partners LLC	Shares	180SH	$3.4K
8	True Wealth Design, LLC	Shares	116SH	$2.2K
9	EverSource Wealth Advisors, LLC	Shares	112SH	$2.1K
10	Farther Finance Advisors, LLC	Shares	22SH	$420
11	IFP Advisors, Inc	Shares	19SH	$363
12	State of Alaska, Department of Revenue	Shares	10.5KSH	$199
13	SBI Securities Co., Ltd.	Shares	3SH	$57
14	Hughes Financial Services, LLC	Shares	2SH	$38
15	SJS Investment Consulting Inc.	Shares	1SH	$20

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

17 / 17 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+8.1K	+$65.5K	$646.6K
2	Curated Wealth Partners LLC new	Shares	+15.0K	+$16.9K	$16.9K
3	Versant Capital Management, Inc new	Shares	+846	+$16.2K	$16.2K
4	IFP Advisors, Inc added	Shares	+15	+$273	$363
5	SJS Investment Consulting Inc. new	Shares	+1	+$20	$20
6	Hughes Financial Services, LLC added	Shares	+1	+$15	$38
7	SBI Securities Co., Ltd. trimmed	Shares	-1	-$33	$57
8	State of Alaska, Department of Revenue unchanged	Shares	0	-$36	$199
9	True Wealth Design, LLC added	Shares	+13	-$111	$2.2K
10	Farther Finance Advisors, LLC trimmed	Shares	-8	-$286	$420
11	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$629	$3.4K
12	MassMutual Private Wealth & Trust, FSB exited	Shares	-42	-$949	$0
13	Sound Income Strategies, LLC exited	Shares	-140	-$3.3K	$0
14	GAMMA Investing LLC trimmed	Shares	-110	-$6.5K	$22.1K
15	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$15.2K	$83.4K
16	EverSource Wealth Advisors, LLC trimmed	Shares	-1.7K	-$37.8K	$2.1K
17	MIZUHO MARKETS AMERICAS LLC added	Shares	+8.4K	-$457.1K	$3.5M

Filing Research | CALEDONIA MNG CORP Institutional Holdings