Filing Research | WALDENCAST PLC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Milestones Administradora de Recursos Ltda.	Shares	2.4MSH	$4.3M
2	EverSource Wealth Advisors, LLC	Shares	536SH	$944
3	CoreCap Advisors, LLC	Shares	181SH	$319
4	Farther Finance Advisors, LLC	Shares	164SH	$274
5	True Wealth Design, LLC	Shares	108SH	$191
6	GAMMA Investing LLC	Shares	96SH	$169
7	Fortitude Family Office, LLC	Shares	67SH	$118
8	IFP Advisors, Inc	Shares	54SH	$95
9	SJS Investment Consulting Inc.	Shares	41SH	$73
10	Wealth Enhancement Trust Services, Inc.	Shares	41SH	$72
11	SBI Securities Co., Ltd.	Shares	1SH	$2

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Milestones Administradora de Recursos Ltda. unchanged	Shares	0	+$2.0M	$4.3M
2	Farther Finance Advisors, LLC added	Shares	+147	+$259	$274
3	True Wealth Design, LLC added	Shares	+98	+$181	$191
4	CoreCap Advisors, LLC unchanged	Shares	0	+$147	$319
5	Fortitude Family Office, LLC new	Shares	+67	+$118	$118
6	Wealth Enhancement Trust Services, Inc. new	Shares	+41	+$72	$72
7	SJS Investment Consulting Inc. added	Shares	+39	+$71	$73
8	IFP Advisors, Inc added	Shares	+26	+$68	$95
9	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$2
10	GAMMA Investing LLC trimmed	Shares	-738	-$623	$169
11	EverSource Wealth Advisors, LLC trimmed	Shares	-5.6K	-$4.9K	$944
12	Police & Firemen's Retirement System of New Jersey exited	Shares	-10.6K	-$10.1K	$0

Filing Research | WALDENCAST PLC Institutional Holdings