Filing Research | VTEX CLASS A Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	133.5KSH	$534.1K
2	Y-Intercept (Hong Kong) Ltd	Shares	37.0KSH	$147.9K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.9KSH	$105.3K
4	Simplify Asset Management Inc.	Shares	11.2KSH	$44.8K
5	GAMMA Investing LLC	Shares	6.1KSH	$24.6K
6	EverSource Wealth Advisors, LLC	Shares	2.6KSH	$10.6K
7	SBI Securities Co., Ltd.	Shares	2.1KSH	$8.2K
8	Farther Finance Advisors, LLC	Shares	608SH	$2.5K
9	IFP Advisors, Inc	Shares	505SH	$2.0K
10	True Wealth Design, LLC	Shares	406SH	$1.6K
11	SJS Investment Consulting Inc.	Shares	271SH	$1.1K
12	Fortitude Family Office, LLC	Shares	171SH	$684

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

12 / 12 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+37.0K	+$147.9K	$147.9K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+33.4K	+$133.8K	$534.1K
3	Simplify Asset Management Inc. new	Shares	+11.2K	+$44.8K	$44.8K
4	EverSource Wealth Advisors, LLC added	Shares	+570	+$2.3K	$10.6K
5	Farther Finance Advisors, LLC added	Shares	+228	+$971	$2.5K
6	SJS Investment Consulting Inc. added	Shares	+220	+$880	$1.1K
7	Fortitude Family Office, LLC new	Shares	+171	+$684	$684
8	True Wealth Design, LLC added	Shares	+161	+$644	$1.6K
9	GAMMA Investing LLC trimmed	Shares	-228	-$912	$24.6K
10	IFP Advisors, Inc trimmed	Shares	-387	-$1.5K	$2.0K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.5K	-$26.1K	$105.3K
12	SBI Securities Co., Ltd. trimmed	Shares	-8.0K	-$32.0K	$8.2K

Filing Research | VTEX CLASS A Institutional Holdings