Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | FENIMORE ASSET MANAGEMENT INC | $23.0M |
| 2 | Addenda Capital Inc. | $22.3M |
| 3 | INTACT INVESTMENT MANAGEMENT INC. | $14.7M |
| 4 | KIRR MARBACH & CO LLC /IN/ | $13.1M |
| 5 | MONTRUSCO BOLTON INVESTMENTS INC. | $12.4M |
| 6 | CIDEL ASSET MANAGEMENT INC | $11.6M |
| 7 | LOUISBOURG INVESTMENTS INC. | $8.1M |
| 8 | COOPER INVESTORS PTY LTD | $3.2M |
| 9 | THOMPSON INVESTMENT MANAGEMENT, INC. | $1.5M |
| 10 | Capricorn Fund Managers Ltd | $750.3K |
| 11 | ARGENT CAPITAL MANAGEMENT LLC | $749.0K |
| 12 | Canoe Financial LP | $500.6K |
| 13 | Sequoia Financial Advisors, LLC | $227.3K |
| 14 | Security National Bank | $51.9K |
| 15 | Blue Trust, Inc. | $40.3K |
| 16 | GHP Investment Advisors, Inc. | $38.2K |
| 17 | EXCHANGE TRADED CONCEPTS, LLC | $34.7K |
| 18 | EverSource Wealth Advisors, LLC | $17.2K |
| 19 | MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | $7.3K |
| 20 | TOTH FINANCIAL ADVISORY CORP | $4.2K |
| 21 | SIGNATUREFD, LLC | $2.6K |
| 22 | Legacies Wealth LLC | $1.9K |
| 23 | Farther Finance Advisors, LLC | $657 |
| 24 | Smallwood Wealth Investment Management, LLC | $281 |
| 25 | Premier Fund Managers Ltd | $183 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$6.5M | |
| 2 | +$750.3K | |
| 3 | +$45.3K | |
| 4 | +$1.6K | |
| 5 | -$21 | |
| 6 | -$39 | |
| 7 | -$262 | |
| 8 | -$367 | |
| 9 | -$428 | |
| 10 | -$465 | |
| 11 | -$590 | |
| 12 | -$2.0K | |
| 13 | -$5.3K | |
| 14 | -$5.6K | |
| 15 | -$7.2K | |
| 16 | -$16.3K | |
| 17 | -$31.8K | |
| 18 | -$100.3K | |
| 19 | -$108.0K | |
| 20 | -$130.6K | |
| 21 | -$255.7K | |
| 22 | -$356.2K | |
| 23 | -$945.1K | |
| 24 | -$1.2M | |
| 25 | -$1.8M | |
| 26 | -$2.0M | |
| 27 | -$2.4M | |
| 28 | -$3.1M | |
| 29 | -$6.2M | |
| 30 | -$19.7M |