Filing Research | KLARNA GROUP PLC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	Shares	3.2MSH	$63.9M
2	Robeco Institutional Asset Management B.V.	Shares	240.0KSH	$4.9M
3	Curated Wealth Partners LLC	Shares	49.7KSH	$1.3M
4	Baader Bank Aktiengesellschaft	Shares	50.0KSH	$1.0M
5	INVESTMENT HOUSE LLC	Shares	74.0KSH	$969.0K
6	SALEM INVESTMENT COUNSELORS INC	Shares	45.0KSH	$909.9K
7	GoalVest Advisory LLC	Shares	26.6KSH	$539.1K
8	Cordoba Advisory Partners LLC	Shares	25.9KSH	$523.9K
9	D.A. DAVIDSON & CO.	Shares	23.8KSH	$480.7K
10	Police & Firemen's Retirement System of New Jersey	Shares	22.9KSH	$464.0K
11	Sompo Asset Management Co., Ltd.	Shares	19.7KSH	$398.7K
12	Accredited Investors Inc.	Shares	15.4KSH	$312.7K
13	Y-Intercept (Hong Kong) Ltd	Shares	13.5KSH	$273.0K
14	Yorktown Management & Research Co Inc	Shares	12.8KSH	$259.1K
15	Spinnaker Investment Group, LLC	Shares	11.9KSH	$240.9K
16	SBI Securities Co., Ltd.	Shares	11.7KSH	$237.7K
17	ATWOOD & PALMER INC	Shares	4.2KSH	$85.8K
18	Farther Finance Advisors, LLC	Shares	1.3KSH	$27.0K
19	Mirae Asset Global Investments Co., Ltd.	Shares	985SH	$19.9K
20	EverSource Wealth Advisors, LLC	Shares	667SH	$13.5K
21	JNBA Financial Advisors	Shares	376SH	$7.6K
22	SIGNATUREFD, LLC	Shares	362SH	$7.3K
23	SOA Wealth Advisors, LLC.	Shares	250SH	$5.1K
24	CoreCap Advisors, LLC	Shares	160SH	$3.2K
25	Crewe Advisors LLC	Shares	141SH	$2.9K
26	Ritter Daniher Financial Advisory LLC / DE	Shares	80SH	$1.6K
27	Strategic Investment Solutions, Inc. /IL	Shares	75SH	$1.5K
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	58SH	$1.2K
29	Bogart Wealth, LLC	Shares	36SH	$729
30	FNY Investment Advisers, LLC	Shares	15.0KSH	$303
31	PFS Partners, LLC	Shares	10SH	$203

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

35 / 35 loaded

#		Instrument
1	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST unchanged	Shares	0	+$22.6M	$63.9M
2	Curated Wealth Partners LLC new	Shares	+49.7K	+$1.3M	$1.3M
3	Robeco Institutional Asset Management B.V. trimmed	Shares	-60.0K	+$930.6K	$4.9M
4	GoalVest Advisory LLC new	Shares	+26.6K	+$539.1K	$539.1K
5	Cordoba Advisory Partners LLC new	Shares	+25.9K	+$523.9K	$523.9K
6	Police & Firemen's Retirement System of New Jersey new	Shares	+22.9K	+$464.0K	$464.0K
7	D.A. DAVIDSON & CO. added	Shares	+8.2K	+$276.5K	$480.7K
8	Y-Intercept (Hong Kong) Ltd new	Shares	+13.5K	+$273.0K	$273.0K
9	Yorktown Management & Research Co Inc new	Shares	+12.8K	+$259.1K	$259.1K
10	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-10.3K	+$186.3K	$909.9K
11	Accredited Investors Inc. unchanged	Shares	0	+$110.5K	$312.7K
12	Spinnaker Investment Group, LLC added	Shares	+100	+$86.4K	$240.9K
13	SBI Securities Co., Ltd. added	Shares	+144	+$85.9K	$237.7K
14	ATWOOD & PALMER INC new	Shares	+4.2K	+$85.8K	$85.8K
15	Farther Finance Advisors, LLC added	Shares	+607	+$17.4K	$27.0K
16	EverSource Wealth Advisors, LLC added	Shares	+338	+$9.2K	$13.5K
17	Mirae Asset Global Investments Co., Ltd. added	Shares	+9	+$7.2K	$19.9K
18	SOA Wealth Advisors, LLC. new	Shares	+250	+$5.1K	$5.1K
19	JNBA Financial Advisors unchanged	Shares	0	+$2.7K	$7.6K
20	SIGNATUREFD, LLC unchanged	Shares	0	+$2.6K	$7.3K
21	CoreCap Advisors, LLC added	Shares	+105	+$2.5K	$3.2K
22	Crewe Advisors LLC unchanged	Shares	0	+$1.0K	$2.9K
23	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$572	$1.6K
24	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$536	$1.5K
25	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$310	$1.2K
26	FNY Investment Advisers, LLC new	Shares	+15.0K	+$303	$303
27	Bogart Wealth, LLC trimmed	Shares	-3	+$218	$729
28	PFS Partners, LLC unchanged	Shares	0	+$72	$203
29	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$969.0K
30	ADIRONDACK TRUST CO exited	Shares	-19	-$248	$0
31	PROFFITT & GOODSON INC exited	Shares	-400	-$5.2K	$0
32	Sompo Asset Management Co., Ltd. trimmed	Shares	-12.9K	-$28.0K	$398.7K
33	LexAurum Advisors, LLC exited	Shares	-10.6K	-$139.3K	$0
34	Royal Fund Management, LLC exited	Shares	-28.8K	-$377.0K	$0
35	Baader Bank Aktiengesellschaft trimmed	Shares	-100.0K	-$951.5K	$1.0M