Filing Research | LIBERTY LATIN AMERICA LTD Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Carnegie Lake Advisors LLC	Shares	59.1KSH	$460.6K
2	Y-Intercept (Hong Kong) Ltd	Shares	52.8KSH	$411.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	39.2KSH	$305.2K
4	Fifth Third Wealth Advisors LLC	Shares	34.4KSH	$268.3K
5	ANCHYRA PARTNERS LLC	Shares	32.2KSH	$250.5K
6	CULLEN INVESTMENT GROUP, LTD.	Shares	30.1KSH	$234.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.5KSH	$134.0K
8	Park Capital Management, LLC / WI	Shares	15.9KSH	$124.1K
9	Symmetry Partners, LLC	Shares	13.6KSH	$106.1K
10	Cyndeo Wealth Partners, LLC	Shares	11.0KSH	$86.0K
11	SteelPeak Wealth, LLC	Shares	11.0KSH	$86.0K
12	ARS Investment Partners, LLC	Shares	11.0KSH	$85.7K
13	Diversified Trust Co	Shares	10.4KSH	$81.3K
14	Farther Finance Advisors, LLC	Shares	6.9KSH	$53.4K
15	Versant Capital Management, Inc	Shares	3.1KSH	$23.8K
16	EverSource Wealth Advisors, LLC	Shares	2.9KSH	$22.7K
17	Owl Creek Wealth Partners LLC	Shares	2.2KSH	$16.9K
18	LANARK FINANCIAL, INC.	Shares	1.2KSH	$9.3K
19	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.2KSH	$9.1K
20	SJS Investment Consulting Inc.	Shares	1.1KSH	$8.9K
21	IFP Advisors, Inc	Shares	587SH	$4.6K
22	SIGNATUREFD, LLC	Shares	563SH	$4.4K
23	BFSG, LLC	Shares	207SH	$1.6K
24	GAMMA Investing LLC	Shares	186SH	$1.4K
25	FINANCIAL CONSULATE, INC	Shares	73SH	$569
26	Community Financial Services Group, LLC	Shares	58SH	$458
27	SBI Securities Co., Ltd.	Shares	41SH	$319
28	True Wealth Design, LLC	Shares	40SH	$312
29	State of Alaska, Department of Revenue	Shares	21.1KSH	$164
30	CoreCap Advisors, LLC	Shares	20SH	$156
31	TRUST CO OF TOLEDO NA /OH/	Shares	15SH	$117
32	MARYLAND CAPITAL ADVISORS INC.	Shares	10SH	$78
33	Princeton Global Asset Management LLC	Shares	3SH	$23
34	LGT Financial Advisors LLC	Shares	2SH	$16

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

36 / 36 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+52.8K	+$411.1K	$411.1K
2	Fifth Third Wealth Advisors LLC new	Shares	+34.4K	+$268.3K	$268.3K
3	ANCHYRA PARTNERS LLC new	Shares	+32.2K	+$250.5K	$250.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+18.5K	+$134.0K	$134.0K
5	Park Capital Management, LLC / WI new	Shares	+15.9K	+$124.1K	$124.1K
6	Symmetry Partners, LLC new	Shares	+13.6K	+$106.1K	$106.1K
7	Cyndeo Wealth Partners, LLC new	Shares	+11.0K	+$86.0K	$86.0K
8	SteelPeak Wealth, LLC new	Shares	+11.0K	+$86.0K	$86.0K
9	Farther Finance Advisors, LLC added	Shares	+5.8K	+$44.6K	$53.4K
10	SJS Investment Consulting Inc. new	Shares	+1.1K	+$8.9K	$8.9K
11	IFP Advisors, Inc added	Shares	+482	+$3.6K	$4.6K
12	True Wealth Design, LLC added	Shares	+32	+$241	$312
13	LGT Financial Advisors LLC unchanged	Shares	0	-$2	$16
14	Princeton Global Asset Management LLC unchanged	Shares	0	-$3	$23
15	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$15	$117
16	Hughes Financial Services, LLC exited	Shares	-2	-$18	$0
17	CoreCap Advisors, LLC unchanged	Shares	0	-$20	$156
18	State of Alaska, Department of Revenue unchanged	Shares	0	-$21	$164
19	Community Financial Services Group, LLC unchanged	Shares	0	-$43	$458
20	SBI Securities Co., Ltd. unchanged	Shares	0	-$43	$319
21	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$75	$569
22	GAMMA Investing LLC unchanged	Shares	0	-$192	$1.4K
23	BFSG, LLC unchanged	Shares	0	-$213	$1.6K
24	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$306	$9.1K
25	SIGNATUREFD, LLC unchanged	Shares	0	-$580	$4.4K
26	LANARK FINANCIAL, INC. unchanged	Shares	0	-$1.2K	$9.3K
27	Vermillion Wealth Management, Inc. exited	Shares	-180	-$1.6K	$0
28	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$2.2K	$16.9K
29	Versant Capital Management, Inc unchanged	Shares	0	-$3.1K	$23.8K
30	EverSource Wealth Advisors, LLC trimmed	Shares	-225	-$5.0K	$22.7K
31	Diversified Trust Co unchanged	Shares	0	-$10.7K	$81.3K
32	ARS Investment Partners, LLC unchanged	Shares	0	-$11.3K	$85.7K
33	CULLEN INVESTMENT GROUP, LTD. unchanged	Shares	0	-$31.0K	$234.5K
34	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$40.4K	$305.2K
35	Carnegie Lake Advisors LLC trimmed	Shares	-2.8K	-$85.6K	$460.6K
36	Counterpoint Mutual Funds LLC exited	Shares	-39.8K	-$351.4K	$0