Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | VIKING FUND MANAGEMENT LLC | $2.3M |
| 2 | Camelot Portfolios, LLC | $1.0M |
| 3 | Sequoia Financial Advisors, LLC | $621.9K |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $597.2K |
| 5 | ABC ARBITRAGE SA | $341.8K |
| 6 | Diversified Trust Co | $231.6K |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $231.3K |
| 8 | Clark Asset Management, LLC | $195.6K |
| 9 | Police & Firemen's Retirement System of New Jersey | $184.1K |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | $170.3K |
| 11 | Baron Wealth Management LLC | $104.8K |
| 12 | Versant Capital Management, Inc | $45.2K |
| 13 | SIGNATUREFD, LLC | $39.8K |
| 14 | Farther Finance Advisors, LLC | $24.2K |
| 15 | GAMMA Investing LLC | $19.3K |
| 16 | EverSource Wealth Advisors, LLC | $13.3K |
| 17 | SJS Investment Consulting Inc. | $3.5K |
| 18 | IFP Advisors, Inc | $1.5K |
| 19 | MassMutual Private Wealth & Trust, FSB | $1.1K |
| 20 | SBI Securities Co., Ltd. | $1.0K |
| 21 | PARK AVENUE SECURITIES LLC | $140 |
| 22 | State of Alaska, Department of Revenue | $138 |
| 23 | GHP Investment Advisors, Inc. | $50 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$150.1K | |
| 3 | +$4.7K | |
| 4 | +$3.5K | |
| 5 | +$820 | |
| 6 | +$140 | |
| 7 | -$12 | |
| 8 | -$31 | |
| 9 | -$221 | |
| 10 | -$245 | |
| 11 | -$339 | |
| 12 | -$599 | |
| 13 | -$2.3K | |
| 14 | -$4.7K | |
| 15 | -$7.9K | |
| 16 | -$10.0K | |
| 17 | -$11.5K | |
| 18 | -$23.4K | |
| 19 | -$25.4K | |
| 20 | -$40.4K | |
| 21 | -$43.2K | |
| 22 | -$79.1K | |
| 23 | -$111.9K | |
| 24 | -$147.1K | |
| 25 | -$353.9K |