Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Arena Capital Advisors, LLC- CA | $16.4M |
| 2 | MEITAV INVESTMENT HOUSE LTD | $15.4M |
| 3 | COOPER INVESTORS PTY LTD | $15.3M |
| 4 | SALEM INVESTMENT COUNSELORS INC | $4.4M |
| 5 | EQUITEC PROPRIETARY MARKETS, LLC | $3.7M |
| 6 | TrueMark Investments, LLC | $2.8M |
| 7 | OAK FAMILY ADVISORS, LLC | $1.2M |
| 8 | Shaker Financial Services, LLC | $1.0M |
| 9 | INDEPENDENT INVESTORS INC | $747.6K |
| 10 | CASCADE INVESTMENT GROUP, INC. | $422.2K |
| 11 | Diversified Trust Co | $299.0K |
| 12 | RFG Advisory, LLC | $205.6K |
| 13 | SIGNATUREFD, LLC | $191.2K |
| 14 | PFS Partners, LLC | $18.7K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15.6K |
| 16 | SJS Investment Consulting Inc. | $14.4K |
| 17 | LANARK FINANCIAL, INC. | $11.2K |
| 18 | Bogart Wealth, LLC | $3.7K |
| 19 | FNY Investment Advisers, LLC | $291 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$16.4M | |
| 2 | +$15.4M | |
| 3 | +$15.3M | |
| 4 | +$4.4M | |
| 5 | +$3.7M | |
| 6 | +$2.8M | |
| 7 | +$1.2M | |
| 8 | +$1.0M | |
| 9 | +$747.6K | |
| 10 | +$422.2K | |
| 11 | +$299.0K | |
| 12 | +$205.6K | |
| 13 | +$191.2K | |
| 14 | +$18.7K | |
| 15 | +$15.6K | |
| 16 | +$14.4K | |
| 17 | +$11.2K | |
| 18 | +$3.7K | |
| 19 | +$291 |