Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | HATCH COVE CAPITAL, LLC | $14.6M |
| 2 | MONTRUSCO BOLTON INVESTMENTS INC. | $6.0M |
| 3 | Assenagon Asset Management S.A. | $3.0M |
| 4 | Fideuram Asset Management (Ireland) dac | $2.0M |
| 5 | PKO Investment Management Joint-Stock Co | $1.5M |
| 6 | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | $1.3M |
| 7 | Y-Intercept (Hong Kong) Ltd | $1.1M |
| 8 | Baron Wealth Management LLC | $436.0K |
| 9 | ANCHYRA PARTNERS LLC | $273.2K |
| 10 | Symmetry Partners, LLC | $251.3K |
| 11 | Fifth Third Wealth Advisors LLC | $248.2K |
| 12 | Park Capital Management, LLC / WI | $243.1K |
| 13 | ZWJ INVESTMENT COUNSEL INC | $222.8K |
| 14 | LVW Advisors, LLC | $215.9K |
| 15 | Edge Wealth Management LLC | $161.8K |
| 16 | Farther Finance Advisors, LLC | $96.6K |
| 17 | BURKETT FINANCIAL SERVICES, LLC | $56.6K |
| 18 | EverSource Wealth Advisors, LLC | $28.5K |
| 19 | IFP Advisors, Inc | $14.2K |
| 20 | SBI Securities Co., Ltd. | $7.5K |
| 21 | Blue Trust, Inc. | $7.3K |
| 22 | Physician Wealth Advisors, Inc. | $1.2K |
| 23 | Decker Retirement Planning Inc. | $619 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$6.0M | |
| 2 | +$2.0M | |
| 3 | +$566.5K | |
| 4 | +$273.2K | |
| 5 | +$251.3K | |
| 6 | +$248.2K | |
| 7 | +$243.1K | |
| 8 | +$222.8K | |
| 9 | +$215.9K | |
| 10 | +$29.5K | |
| 11 | +$28.5K | |
| 12 | +$7.3K | |
| 13 | +$442 | |
| 14 | -$75 | |
| 15 | -$1.1K | |
| 16 | -$2.5K | |
| 17 | -$6.9K | |
| 18 | -$19.7K | |
| 19 | -$26.8K | |
| 20 | -$27.1K | |
| 21 | -$55.1K | |
| 22 | -$118.8K | |
| 23 | -$412.4K | |
| 24 | -$5.8M | |
| 25 | -$7.7M |