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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Marotta Asset Management	Shares	213.1KSH	$10.6M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	58.3KSH	$2.9M
3	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	23.4KSH	$1.2M
4	Avior Wealth Management, LLC	Shares	5.1KSH	$256.5K
5	LMCG INVESTMENTS, LLC	Shares	5.0KSH	$248.0K
6	Henrickson Nauta Wealth Advisors, Inc.	Shares	4.8KSH	$240.2K
7	AlphaCentric Advisors LLC	Shares	2.9KSH	$144.6K
8	Versant Capital Management, Inc	Shares	1.2KSH	$60.0K
9	IFP Advisors, Inc	Shares	489SH	$24.4K
10	MassMutual Private Wealth & Trust, FSB	Shares	451SH	$22.5K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	29SH	$1.4K
12	Blue Trust, Inc.	Shares	23SH	$1.1K
13	CoreCap Advisors, LLC	Shares	5SH	$250

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

13 / 13 loaded

#		Instrument
1	Marotta Asset Management added	Shares	+8.9K	+$463.8K	$10.6M
2	Avior Wealth Management, LLC new	Shares	+5.1K	+$256.5K	$256.5K
3	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+666	+$62.0K	$1.2M
4	AlphaCentric Advisors LLC added	Shares	+185	+$12.7K	$144.6K
5	Henrickson Nauta Wealth Advisors, Inc. unchanged	Shares	0	+$6.1K	$240.2K
6	IFP Advisors, Inc added	Shares	+36	+$2.4K	$24.4K
7	Versant Capital Management, Inc unchanged	Shares	0	+$1.5K	$60.0K
8	Blue Trust, Inc. added	Shares	+11	+$565	$1.1K
9	LMCG INVESTMENTS, LLC trimmed	Shares	-117	+$552	$248.0K
10	CoreCap Advisors, LLC unchanged	Shares	0	+$6	$250
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3	$1.4K
12	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-33	-$1.0K	$22.5K
13	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-25.9K	-$1.2M	$2.9M

Filing Research | ISHARES MSCI SWEDEN Institutional Holdings