Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Robeco Institutional Asset Management B.V. | $26.4M |
| 2 | Ninety One UK Ltd | $23.8M |
| 3 | Fisher Funds Management LTD | $9.2M |
| 4 | Fortune Financial Advisors, LLC | $1.9M |
| 5 | NAPLES GLOBAL ADVISORS, LLC | $1.5M |
| 6 | Malaga Cove Capital, LLC | $989.7K |
| 7 | Yorktown Management & Research Co Inc | $426.3K |
| 8 | FCG Investment Co | $414.4K |
| 9 | BayBridge Capital Group, LLC | $315.0K |
| 10 | Sequoia Financial Advisors, LLC | $242.6K |
| 11 | QRG CAPITAL MANAGEMENT, INC. | $219.3K |
| 12 | SIGNATUREFD, LLC | $127.9K |
| 13 | Mirae Asset Global Investments Co., Ltd. | $113.2K |
| 14 | Blue Trust, Inc. | $69.9K |
| 15 | Farther Finance Advisors, LLC | $24.9K |
| 16 | EverSource Wealth Advisors, LLC | $18.7K |
| 17 | TOTH FINANCIAL ADVISORY CORP | $15.3K |
| 18 | EASTERN BANK | $11.3K |
| 19 | SBI Securities Co., Ltd. | $10.1K |
| 20 | Handelsbanken Fonder AB | $8.4K |
| 21 | GAMMA Investing LLC | $7.7K |
| 22 | ELEVATION WEALTH PARTNERS, LLC | $3.7K |
| 23 | FINANCIAL CONSULATE, INC | $3.1K |
| 24 | JFS WEALTH ADVISORS, LLC | $1.8K |
| 25 | SJS Investment Consulting Inc. | $921 |
| 26 | True Wealth Design, LLC | $921 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$23.8M | |
| 2 | +$414.4K | |
| 3 | +$352.5K | |
| 4 | +$315.0K | |
| 5 | +$141.6K | |
| 6 | +$113.2K | |
| 7 | +$11.3K | |
| 8 | +$3.7K | |
| 9 | +$2.9K | |
| 10 | +$2.7K | |
| 11 | +$2.4K | |
| 12 | -$88 | |
| 13 | -$176 | |
| 14 | -$1.5K | |
| 15 | -$1.7K | |
| 16 | -$1.8K | |
| 17 | -$3.9K | |
| 18 | -$5.8K | |
| 19 | -$18.0K | |
| 20 | -$21.7K | |
| 21 | -$23.7K | |
| 22 | -$25.0K | |
| 23 | -$32.7K | |
| 24 | -$40.9K | |
| 25 | -$104.5K | |
| 26 | -$119.6K | |
| 27 | -$244.7K | |
| 28 | -$916.6K | |
| 29 | -$3.7M | |
| 30 | -$6.2M |