Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | CWA Asset Management Group, LLC | $4.4M |
| 2 | SBI Securities Co., Ltd. | $1.4M |
| 3 | Robeco Institutional Asset Management B.V. | $1.3M |
| 4 | GAMMA Investing LLC | $498.9K |
| 5 | PING CAPITAL MANAGEMENT, INC. | $299.0K |
| 6 | QRG CAPITAL MANAGEMENT, INC. | $244.8K |
| 7 | Ballentine Partners, LLC | $233.9K |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $220.2K |
| 9 | Brady Martz Wealth Solutions, LLC | $182.1K |
| 10 | Larry Mathis Financial Planning, LLC | $163.9K |
| 11 | SIGNATUREFD, LLC | $118.0K |
| 12 | Farther Finance Advisors, LLC | $82.2K |
| 13 | Mirae Asset Global Investments Co., Ltd. | $74.3K |
| 14 | Blue Trust, Inc. | $58.5K |
| 15 | RAMSEY QUANTITATIVE SYSTEMS | $58.4K |
| 16 | EverSource Wealth Advisors, LLC | $15.8K |
| 17 | LRI Investments, LLC | $917 |
| 18 | Physician Wealth Advisors, Inc. | $485 |
| 19 | KERR FINANCIAL PLANNING Corp | $243 |
| 20 | FNY Investment Advisers, LLC | $168 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$680.3K | |
| 2 | +$119.2K | |
| 3 | +$74.3K | |
| 4 | +$58.4K | |
| 5 | +$18.8K | |
| 6 | +$14.2K | |
| 7 | +$4.7K | |
| 8 | +$3.6K | |
| 9 | +$485 | |
| 10 | +$391 | |
| 11 | +$168 | |
| 12 | +$7 | |
| 13 | -$48 | |
| 14 | -$300 | |
| 15 | -$4.5K | |
| 16 | -$5.4K | |
| 17 | -$9.6K | |
| 18 | -$20.1K | |
| 19 | -$26.4K | |
| 20 | -$68.0K | |
| 21 | -$90.5K | |
| 22 | -$97.6K | |
| 23 | -$168.9K | |
| 24 | -$489.6K | |
| 25 | -$644.0K | |
| 26 | -$978.8K |