Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Kessler Investment Group, LLC | $4.6M |
| 2 | BANQUE PICTET & CIE SA | $1.1M |
| 3 | SBI Securities Co., Ltd. | $776.7K |
| 4 | Heck Capital Advisors, LLC | $234.3K |
| 5 | Mirae Asset Global Investments Co., Ltd. | $102.4K |
| 6 | Center for Financial Planning, Inc. | $83.8K |
| 7 | SIGNATUREFD, LLC | $17.8K |
| 8 | IFP Advisors, Inc | $5.5K |
| 9 | Farther Finance Advisors, LLC | $5.1K |
| 10 | West Financial Advisors, LLC | $3.0K |
| 11 | CoreCap Advisors, LLC | $476 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$592.9K | |
| 3 | +$417.5K | |
| 4 | +$234.3K | |
| 5 | +$83.8K | |
| 6 | +$24.9K | |
| 7 | +$9.9K | |
| 8 | +$5.1K | |
| 9 | +$1.6K | |
| 10 | +$264 | |
| 11 | -$13 | |
| 12 | -$9.4K |