Filing Research | LISTED FDS TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	Bison Wealth, LLC	Shares	1.6MSH	$34.5M
2	Holcombe Financial, Inc.	Shares	534.4KSH	$11.7M
3	EVOLUTION WEALTH MANAGEMENT INC.	Shares	34.9KSH	$761.8K

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

4 / 4 loaded

#		Instrument
1	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+7.8K	+$168.5K	$761.8K
2	Holcombe Financial, Inc. added	Shares	+7.9K	+$129.5K	$11.7M
3	Wealthcare Advisory Partners LLC exited	Shares	-13.5K	-$296.4K	$0
4	Bison Wealth, LLC trimmed	Shares	-572	-$303.1K	$34.5M

Filing Research | LISTED FDS TR Institutional Holdings