Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Robeco Institutional Asset Management B.V. | $10.5M |
| 2 | Mirae Asset Global Investments Co., Ltd. | $1.3M |
| 3 | Hennion & Walsh Asset Management, Inc. | $1.3M |
| 4 | Blue Trust, Inc. | $521.8K |
| 5 | Abacus Wealth Partners, LLC | $382.9K |
| 6 | Ballentine Partners, LLC | $345.5K |
| 7 | Wealth Architects, LLC | $247.0K |
| 8 | SIGNATUREFD, LLC | $235.2K |
| 9 | BSW Wealth Partners | $194.2K |
| 10 | QRG CAPITAL MANAGEMENT, INC. | $174.3K |
| 11 | GAMMA Investing LLC | $165.3K |
| 12 | PFG Investments, LLC | $150.8K |
| 13 | Venturi Wealth Management, LLC | $147.2K |
| 14 | Farther Finance Advisors, LLC | $79.9K |
| 15 | EverSource Wealth Advisors, LLC | $40.5K |
| 16 | Triumph Capital Management | $23.3K |
| 17 | FINANCIAL CONSULATE, INC | $6.6K |
| 18 | SBI Securities Co., Ltd. | $2.4K |
| 19 | True Wealth Design, LLC | $2.2K |
| 20 | Versant Capital Management, Inc | $1.5K |
| 21 | JFS WEALTH ADVISORS, LLC | $1.1K |
| 22 | Physician Wealth Advisors, Inc. | $525 |
| 23 | LRI Investments, LLC | $128 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$194.2K | |
| 2 | +$164.5K | |
| 3 | +$26.8K | |
| 4 | +$25.9K | |
| 5 | +$17.0K | |
| 6 | +$16.1K | |
| 7 | +$13.9K | |
| 8 | +$3.9K | |
| 9 | +$525 | |
| 10 | +$237 | |
| 11 | +$128 | |
| 12 | -$26 | |
| 13 | -$71 | |
| 14 | -$293 | |
| 15 | -$580 | |
| 16 | -$2.6K | |
| 17 | -$3.8K | |
| 18 | -$5.4K | |
| 19 | -$21.3K | |
| 20 | -$47.6K | |
| 21 | -$48.9K | |
| 22 | -$69.8K | |
| 23 | -$1.8M |