Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Addenda Capital Inc. | $12.0M |
| 2 | INTACT INVESTMENT MANAGEMENT INC. | $11.2M |
| 3 | LOUISBOURG INVESTMENTS INC. | $5.0M |
| 4 | Triasima Portfolio Management inc. | $2.2M |
| 5 | CWA Asset Management Group, LLC | $1.8M |
| 6 | BURNEY CO/ | $1.2M |
| 7 | Value Partners Investments Inc. | $1.1M |
| 8 | Y-Intercept (Hong Kong) Ltd | $605.5K |
| 9 | Astoria Strategic Wealth, Inc. | $420.6K |
| 10 | Counterpoint Mutual Funds LLC | $233.0K |
| 11 | SIGNATUREFD, LLC | $139.1K |
| 12 | SBI Securities Co., Ltd. | $114.6K |
| 13 | LGT Financial Advisors LLC | $41.9K |
| 14 | IFP Advisors, Inc | $9.9K |
| 15 | EverSource Wealth Advisors, LLC | $9.6K |
| 16 | Main Street Group, LTD | $5.0K |
| 17 | LRI Investments, LLC | $2.5K |
| 18 | Farther Finance Advisors, LLC | $2.4K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$5.0M | |
| 2 | +$2.2M | |
| 3 | +$605.5K | |
| 4 | +$233.0K | |
| 5 | +$393 | |
| 6 | -$736 | |
| 7 | -$1.5K | |
| 8 | -$2.9K | |
| 9 | -$9.8K | |
| 10 | -$12.2K | |
| 11 | -$20.8K | |
| 12 | -$41.8K | |
| 13 | -$46.5K | |
| 14 | -$122.0K | |
| 15 | -$218.6K | |
| 16 | -$219.5K | |
| 17 | -$231.6K | |
| 18 | -$232.9K | |
| 19 | -$311.5K | |
| 20 | -$2.5M | |
| 21 | -$3.2M | |
| 22 | -$6.6M |