Filing Research | MARQETA INC Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	ZWJ INVESTMENT COUNSEL INC	Shares	2.1MSH	$8.3M
2	Robeco Institutional Asset Management B.V.	Shares	572.8KSH	$2.3M
3	Donor Advised Charitable Giving, Inc.	Shares	264.7KSH	$1.1M
4	Ahara Advisors LLC	Shares	2.1KSH	$488.5K
5	Counterpoint Mutual Funds LLC	Shares	82.8KSH	$336.1K
6	Cache Advisors, LLC	Shares	34.1KSH	$138.4K
7	apricus wealth, LLC	Shares	15.0KSH	$60.9K
8	Versant Capital Management, Inc	Shares	1.5KSH	$6.3K
9	SIGNATUREFD, LLC	Shares	1.1KSH	$4.3K
10	IFP Advisors, Inc	Shares	956SH	$3.9K
11	Farther Finance Advisors, LLC	Shares	685SH	$2.8K
12	MassMutual Private Wealth & Trust, FSB	Shares	300SH	$1.2K
13	GAMMA Investing LLC	Shares	268SH	$1.1K
14	JFS WEALTH ADVISORS, LLC	Shares	189SH	$768
15	CoreCap Advisors, LLC	Shares	125SH	$508
16	Handelsbanken Fonder AB	Shares	113.0KSH	$459
17	DiNuzzo Private Wealth, Inc.	Shares	47SH	$191
18	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	32.7KSH	$133
19	State of Alaska, Department of Revenue	Shares	20.1KSH	$81

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

37 / 37 loaded

#		Instrument
1	ZWJ INVESTMENT COUNSEL INC added	Shares	+60.8K	+$207.1K	$8.3M
2	Versant Capital Management, Inc added	Shares	+1.4K	+$5.8K	$6.3K
3	GAMMA Investing LLC new	Shares	+268	+$1.1K	$1.1K
4	Handelsbanken Fonder AB added	Shares	+9.2K	+$35	$459
5	State of Alaska, Department of Revenue unchanged	Shares	0	-$1	$81
6	CoreCap Advisors, LLC unchanged	Shares	0	-$2	$508
7	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-785	-$4	$133
8	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2	-$12	$768
9	DiNuzzo Private Wealth, Inc. trimmed	Shares	-9	-$38	$191
10	Hughes Financial Services, LLC exited	Shares	-11	-$45	$0
11	AMALGAMATED BANK exited	Shares	-11.5K	-$47	$0
12	Vermillion Wealth Management, Inc. exited	Shares	-14	-$57	$0
13	Farther Finance Advisors, LLC trimmed	Shares	-71	-$175	$2.8K
14	apricus wealth, LLC unchanged	Shares	0	-$300	$60.9K
15	Physician Wealth Advisors, Inc. exited	Shares	-83	-$339	$0
16	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-117	-$483	$1.2K
17	SJS Investment Consulting Inc. exited	Shares	-131	-$535	$0
18	Cache Advisors, LLC unchanged	Shares	0	-$682	$138.4K
19	Fortitude Family Office, LLC exited	Shares	-182	-$743	$0
20	True Wealth Design, LLC exited	Shares	-285	-$1.2K	$0
21	Donor Advised Charitable Giving, Inc. unchanged	Shares	0	-$5.3K	$1.1M
22	EverSource Wealth Advisors, LLC exited	Shares	-2.2K	-$8.9K	$0
23	SIGNATUREFD, LLC trimmed	Shares	-3.4K	-$13.8K	$4.3K
24	IFP Advisors, Inc trimmed	Shares	-6.3K	-$25.8K	$3.9K
25	Financial Solutions Advisory Group, Inc. exited	Shares	-10.0K	-$40.8K	$0
26	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-19.1K	-$77.8K	$0
27	Abel Hall, LLC exited	Shares	-23.6K	-$96.4K	$0
28	Post Resch Tallon Group Inc. exited	Shares	-27.5K	-$111.7K	$0
29	Northside Capital Management, LLC exited	Shares	-38.4K	-$156.5K	$0
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-41.4K	-$164.2K	$0
31	Y-Intercept (Hong Kong) Ltd exited	Shares	-45.4K	-$185.1K	$0
32	Police & Firemen's Retirement System of New Jersey exited	Shares	-98.8K	-$403.3K	$0
33	SBI Securities Co., Ltd. exited	Shares	-194.9K	-$795.3K	$0
34	Robeco Institutional Asset Management B.V. trimmed	Shares	-250.0K	-$1.0M	$2.3M
35	Ahara Advisors LLC trimmed	Shares	-548.1K	-$1.8M	$488.5K
36	Counterpoint Mutual Funds LLC trimmed	Shares	-952.8K	-$3.9M	$336.1K
37	CONGRESS ASSET MANAGEMENT CO exited	Shares	-1.3M	-$5.1M	$0