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13F - Institutional holdings explorer

Snapshot holdings

1 / 1 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	86SH	$1.4K

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

10 / 10 loaded

#		Instrument
1	True Wealth Design, LLC exited	Shares	-5	-$86	$0
2	IFP Advisors, Inc trimmed	Shares	-2	-$130	$1.4K
3	Farther Finance Advisors, LLC exited	Shares	-12	-$201	$0
4	GAMMA Investing LLC exited	Shares	-20	-$340	$0
5	EverSource Wealth Advisors, LLC exited	Shares	-70	-$1.2K	$0
6	Marquette Asset Management, LLC exited	Shares	-188	-$3.2K	$0
7	Mirae Asset Global Investments Co., Ltd. exited	Shares	-1.1K	-$18.8K	$0
8	Police & Firemen's Retirement System of New Jersey exited	Shares	-1.4K	-$23.3K	$0
9	GRACE & WHITE INC /NY exited	Shares	-18.7K	-$318.4K	$0
10	CREDIT INDUSTRIEL ET COMMERCIAL exited	Shares	-225.0K	-$3.8M	$0

Filing Research | SWK HLDGS CORP Institutional Holdings