Filing Research | HERTZ GLOBAL HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Successful Portfolios LLC	Shares	15.1KSH	$14.8K
2	MN Wealth Advisors, LLC	Shares	11.0KSH	$11.9K
3	Holos Integrated Wealth LLC	Shares	4.0KSH	$3.9K
4	Blue Trust, Inc.	Shares	794SH	$865
5	Atlatl Advisers LLC	Shares	387SH	$422
6	Signature Resources Capital Management, LLC	Shares	258SH	$281
7	Main Street Group, LTD	Shares	100SH	$109
8	LifeSteps Financial, Inc.	Shares	81SH	$88
9	Investors Research Corp	Shares	19SH	$21
10	EverSource Wealth Advisors, LLC	Shares	16SH	$17
11	Farther Finance Advisors, LLC	Shares	2SH	$2

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

11 / 11 loaded

#		Instrument
1	Atlatl Advisers LLC new	Shares	+387	+$422	$422
2	LifeSteps Financial, Inc. new	Shares	+81	+$88	$88
3	Farther Finance Advisors, LLC added	Shares	+1	-$1	$2
4	EverSource Wealth Advisors, LLC added	Shares	+3	-$13	$17
5	Investors Research Corp unchanged	Shares	0	-$22	$21
6	Main Street Group, LTD unchanged	Shares	0	-$119	$109
7	Signature Resources Capital Management, LLC unchanged	Shares	0	-$307	$281
8	Blue Trust, Inc. unchanged	Shares	0	-$945	$865
9	Holos Integrated Wealth LLC unchanged	Shares	0	-$7.5K	$3.9K
10	MN Wealth Advisors, LLC unchanged	Shares	0	-$13.0K	$11.9K
11	Successful Portfolios LLC unchanged	Shares	0	-$18.5K	$14.8K

Filing Research | HERTZ GLOBAL HLDGS INC Institutional Holdings