Filing Research | BARCLAYS BANK PLC Institutional Holdings

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Arlington Capital Management, Inc.	Shares	256.3KSH	$5.7M
2	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	120.0KSH	$2.7M
3	Capstone Capital Management Ltd	Shares	118.8KSH	$2.1M
4	MFG WEALTH MANAGEMENT, INC.	Shares	73.0KSH	$1.6M
5	SeaCrest Wealth Management, LLC	Shares	69.8KSH	$1.5M
6	Tactive Advisors, LLC	Shares	34.5KSH	$762.2K
7	TRUE Private Wealth Advisors	Shares	30.7KSH	$677.7K
8	Vanguard Capital Wealth Advisors	Shares	15.8KSH	$348.1K
9	Fiscal Wisdom Wealth Management, LLC	Shares	15.7KSH	$346.5K
10	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	3.5KSH	$77.3K
11	EverSource Wealth Advisors, LLC	Shares	300SH	$6.6K
12	DHJJ Financial Advisors, Ltd.	Shares	81SH	$1.8K
13	Smallwood Wealth Investment Management, LLC	Shares	41SH	$905
14	Strategic Investment Solutions, Inc. /IL	Shares	7SH	$155
15	CoreCap Advisors, LLC	Shares	2SH	$44
16	FNY Investment Advisers, LLC	PUT	20SH	$0

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

24 / 24 loaded

#		Instrument
1	Arlington Capital Management, Inc. new	Shares	+256.3K	+$5.7M	$5.7M
2	MFG WEALTH MANAGEMENT, INC. new	Shares	+73.0K	+$1.6M	$1.6M
3	SeaCrest Wealth Management, LLC new	Shares	+69.8K	+$1.5M	$1.5M
4	Tactive Advisors, LLC added	Shares	+21.2K	+$287.0K	$762.2K
5	Vanguard Capital Wealth Advisors added	Shares	+7.4K	+$50.0K	$348.1K
6	EverSource Wealth Advisors, LLC new	Shares	+300	+$6.6K	$6.6K
7	Strategic Investment Solutions, Inc. /IL new	Shares	+7	+$155	$155
8	FNY Investment Advisers, LLC new	PUT	+20	$0	$0
9	CoreCap Advisors, LLC trimmed	Shares	-1	-$63	$44
10	AM INVESTMENT STRATEGIES LLC exited	Shares	-8.0K	-$286	$0
11	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$558	$905
12	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$1.1K	$1.8K
13	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$23.0K	$77.3K
14	ONE PLUS ONE WEALTH MANAGEMENT, LLC added	Shares	+42.8K	-$105.8K	$2.7M
15	Fiscal Wisdom Wealth Management, LLC added	Shares	+2.0K	-$143.3K	$346.5K
16	SALEM INVESTMENT COUNSELORS INC exited	Shares	-5.0K	-$178.5K	$0
17	Cohalo Advisory LLC exited	Shares	-6.4K	-$228.5K	$0
18	Strategic Blueprint, LLC exited	Shares	-7.0K	-$250.3K	$0
19	Oxinas Partners, LLC exited	Shares	-7.3K	-$258.8K	$0
20	NWAM LLC exited	Shares	-14.3K	-$508.7K	$0
21	Capstone Capital Management Ltd added	Shares	+30.2K	-$1.0M	$2.1M
22	OPTIMA CAPITAL LLC exited	Shares	-42.1K	-$1.5M	$0
23	Sowell Financial Services LLC exited	Shares	-46.8K	-$1.7M	$0
24	TRUE Private Wealth Advisors trimmed	Shares	-834.1K	-$30.2M	$677.7K