Filing Research | SIXTH STREET SPECIALTY LENDI Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	2.7MSH	$46.5M
2	TECTONIC ADVISORS LLC	Shares	845.2KSH	$14.5M
3	Union Bancaire Privee, UBP SA	Shares	3.5KSH	$9.5M
4	Gilman Hill Asset Management, LLC	Shares	500.6KSH	$8.6M
5	IFP Advisors, Inc	Shares	305.6KSH	$5.2M
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	212.0KSH	$3.6M
7	D.A. DAVIDSON & CO.	Shares	210.7KSH	$3.6M
8	RIVERBRIDGE PARTNERS LLC	Shares	143.6KSH	$2.5M
9	BENJAMIN EDWARDS INC	Shares	138.1KSH	$2.4M
10	Ignite Planners, LLC	Shares	128.2KSH	$2.2M
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	69.2KSH	$1.2M
12	Hennion & Walsh Asset Management, Inc.	Shares	36.2KSH	$621.8K
13	Platform Technology Partners	Shares	36.0KSH	$617.7K
14	FAMILY WEALTH PARTNERS, LLC	Shares	35.9KSH	$616.8K
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	35.0KSH	$600.9K
16	ROMANO BROTHERS AND COMPANY	Shares	29.7KSH	$509.9K
17	Sage Investment Counsel LLC	Shares	25.6KSH	$439.2K
18	Merrion Investment Management Co, LLC	Shares	25.0KSH	$429.3K
19	TrueMark Investments, LLC	Shares	24.0KSH	$412.7K
20	Generali Investments CEE, investicni spolecnost, a.s.	Shares	21.2KSH	$364.6K
21	Monument Capital Management	Shares	20.7KSH	$354.8K
22	GC Wealth Management RIA, LLC	Shares	19.1KSH	$328.2K
23	Cornerstone Wealth Management, LLC	Shares	17.4KSH	$299.5K
24	Farther Finance Advisors, LLC	Shares	16.7KSH	$286.8K
25	INSPIRION WEALTH ADVISORS, LLC	Shares	15.4KSH	$267.5K
26	Mallini Complete Financial Planning LLC	Shares	14.4KSH	$247.5K
27	Triad Investment Management	Shares	14.1KSH	$241.8K
28	Westmount Partners, LLC	Shares	13.0KSH	$223.7K
29	Sequoia Financial Advisors, LLC	Shares	11.7KSH	$200.4K
30	Core Wealth Partners LLC	Shares	11.7KSH	$200.3K
31	Miller Global Investments, LLC	Shares	10.4KSH	$178.0K
32	Register Financial Advisors LLC	Shares	9.1KSH	$157.0K
33	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	5.3KSH	$91.9K
34	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$31.6K
35	Triumph Capital Management	Shares	1.1KSH	$19.1K
36	FIRST COMMUNITY TRUST NA	Shares	1.0KSH	$17.9K
37	Hilltop National Bank	Shares	684SH	$11.7K
38	SIGNATUREFD, LLC	Shares	652SH	$11.2K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	644SH	$11.2K
40	AdvisorNet Financial, Inc	Shares	600SH	$10.3K
41	HARBOR INVESTMENT ADVISORY, LLC	Shares	241SH	$4.1K
42	Advantage Trust Co	Shares	100SH	$1.7K
43	Provenance Wealth Advisors, LLC	Shares	100SH	$1.7K
44	JFS WEALTH ADVISORS, LLC	Shares	69SH	$1.2K
45	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	58SH	$994
46	SJS Investment Consulting Inc.	Shares	46SH	$792
47	State of Alaska, Department of Revenue	Shares	4.5KSH	$77

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

50 / 53 loaded

#		Instrument
1	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$9.4M	$9.5M
2	TECTONIC ADVISORS LLC added	Shares	+117.1K	+$1.1M	$14.5M
3	IFP Advisors, Inc added	Shares	+71.7K	+$947.9K	$5.2M
4	TrueMark Investments, LLC new	Shares	+24.0K	+$412.7K	$412.7K
5	Hennion & Walsh Asset Management, Inc. added	Shares	+22.4K	+$367.1K	$621.8K
6	Farther Finance Advisors, LLC added	Shares	+13.0K	+$220.3K	$286.8K
7	Sequoia Financial Advisors, LLC new	Shares	+11.7K	+$200.4K	$200.4K
8	Ignite Planners, LLC added	Shares	+16.3K	+$148.5K	$2.2M
9	Monument Capital Management added	Shares	+2.5K	+$21.8K	$354.8K
10	Triumph Capital Management added	Shares	+1.0K	+$17.2K	$19.1K
11	FAMILY WEALTH PARTNERS, LLC added	Shares	+3.2K	+$16.0K	$616.8K
12	JFS WEALTH ADVISORS, LLC new	Shares	+69	+$1.2K	$1.2K
13	State of Alaska, Department of Revenue unchanged	Shares	0	-$6	$77
14	SJS Investment Consulting Inc. added	Shares	+1	-$36	$792
15	HAGER INVESTMENT MANAGEMENT SERVICES, LLC added	Shares	+1	-$45	$994
16	Advantage Trust Co unchanged	Shares	0	-$121	$1.7K
17	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$121	$1.7K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$496	$11.2K
19	GAMMA Investing LLC exited	Shares	-37	-$680	$0
20	Hilltop National Bank unchanged	Shares	0	-$828	$11.7K
21	FIRST COMMUNITY TRUST NA unchanged	Shares	0	-$1.3K	$17.9K
22	AdvisorNet Financial, Inc trimmed	Shares	-300	-$6.2K	$10.3K
23	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. unchanged	Shares	0	-$6.5K	$91.9K
24	EverSource Wealth Advisors, LLC trimmed	Shares	-327	-$8.2K	$31.6K
25	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.8K	-$8.7K	$600.9K
26	Register Financial Advisors LLC added	Shares	+21	-$10.7K	$157.0K
27	Miller Global Investments, LLC unchanged	Shares	0	-$12.5K	$178.0K
28	Core Wealth Partners LLC unchanged	Shares	0	-$14.1K	$200.3K
29	Westmount Partners, LLC unchanged	Shares	0	-$15.8K	$223.7K
30	INSPIRION WEALTH ADVISORS, LLC unchanged	Shares	0	-$16.0K	$267.5K
31	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.6K	-$16.9K	$1.2M
32	GC Wealth Management RIA, LLC unchanged	Shares	0	-$23.1K	$328.2K
33	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	-$25.7K	$364.6K
34	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-1.5K	-$27.8K	$4.1K
35	Merrion Investment Management Co, LLC unchanged	Shares	0	-$30.3K	$429.3K
36	Sage Investment Counsel LLC unchanged	Shares	0	-$30.9K	$439.2K
37	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	-$35.9K	$509.9K
38	Mallini Complete Financial Planning LLC trimmed	Shares	-1.7K	-$48.7K	$247.5K
39	Platform Technology Partners trimmed	Shares	-469	-$52.1K	$617.7K
40	SIGNATUREFD, LLC trimmed	Shares	-2.9K	-$53.4K	$11.2K
41	D.A. DAVIDSON & CO. added	Shares	+10.1K	-$69.7K	$3.6M
42	Sound Income Strategies, LLC added	Shares	+135.2K	-$94.7K	$46.5M
43	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-117	-$175.9K	$2.5M
44	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+4.2K	-$179.9K	$3.6M
45	Worth Asset Management, LLC exited	Shares	-10.6K	-$194.5K	$0
46	Prospera Financial Services Inc exited	Shares	-12.0K	-$221.1K	$0
47	Triad Investment Management trimmed	Shares	-12.5K	-$247.2K	$241.8K
48	KAVAR CAPITAL PARTNERS GROUP, LLC exited	Shares	-15.6K	-$287.3K	$0
49	Gilman Hill Asset Management, LLC added	Shares	+16.7K	-$299.4K	$8.6M
50	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. exited	Shares	-24.3K	-$447.1K	$0

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