Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Carrhae Capital LLP | $10.1M |
| 2 | ABN AMRO INVESTMENT SOLUTIONS | $9.8M |
| 3 | Robeco Institutional Asset Management B.V. | $5.9M |
| 4 | Mirae Asset Global Investments Co., Ltd. | $3.2M |
| 5 | Swedbank AB | $3.0M |
| 6 | Crossmark Global Holdings, Inc. | $378.5K |
| 7 | Fideuram Asset Management (Ireland) dac | $326.5K |
| 8 | Sequoia Financial Advisors, LLC | $295.4K |
| 9 | EWA, LLC | $216.1K |
| 10 | Venturi Wealth Management, LLC | $165.7K |
| 11 | SIGNATUREFD, LLC | $161.2K |
| 12 | Franchise GP Ltd | $58.1K |
| 13 | EverSource Wealth Advisors, LLC | $53.2K |
| 14 | Farther Finance Advisors, LLC | $31.7K |
| 15 | EASTERN BANK | $20.9K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $9.8K |
| 17 | GAMMA Investing LLC | $7.0K |
| 18 | SBI Securities Co., Ltd. | $6.8K |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $6.6K |
| 20 | FINANCIAL CONSULATE, INC | $3.4K |
| 21 | Physician Wealth Advisors, Inc. | $2.7K |
| 22 | Blue Trust, Inc. | $1.4K |
| 23 | Versant Capital Management, Inc | $785 |
| 24 | Ares Financial Consulting, LLC | $727 |
| 25 | IFP Advisors, Inc | $639 |
| 26 | True Wealth Design, LLC | $189 |
| 27 | CIGNA INVESTMENTS INC /NEW | $176 |
| 28 | Abound Wealth Management | $146 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$10.1M | |
| 2 | +$2.4M | |
| 3 | +$374.1K | |
| 4 | +$326.5K | |
| 5 | +$165.7K | |
| 6 | +$20.9K | |
| 7 | +$11.8K | |
| 8 | +$7.2K | |
| 9 | +$6.6K | |
| 10 | +$5.6K | |
| 11 | +$2.8K | |
| 12 | +$1.7K | |
| 13 | +$1.2K | |
| 14 | +$100 | |
| 15 | -$4 | |
| 16 | -$5 | |
| 17 | -$15 | |
| 18 | -$323 | |
| 19 | -$551 | |
| 20 | -$808 | |
| 21 | -$1.7K | |
| 22 | -$1.8K | |
| 23 | -$2.8K | |
| 24 | -$4.0K | |
| 25 | -$12.0K | |
| 26 | -$31.3K | |
| 27 | -$90.4K | |
| 28 | -$212.2K | |
| 29 | -$390.4K | |
| 30 | -$543.6K | |
| 31 | -$2.1M |