Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Ninety One UK Ltd | $120.7M |
| 2 | Ninety One North America, Inc. | $41.6M |
| 3 | PING CAPITAL MANAGEMENT, INC. | $5.5M |
| 4 | Diversified Trust Co | $4.6M |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.7M |
| 6 | Spire Wealth Management | $792.3K |
| 7 | TT International Asset Management LTD | $701.8K |
| 8 | Perpetual Ltd | $663.5K |
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | $620.8K |
| 10 | Robeco Institutional Asset Management B.V. | $293.2K |
| 11 | Activest Wealth Management | $291.1K |
| 12 | SBI Securities Co., Ltd. | $101.4K |
| 13 | Mirae Asset Global Investments Co., Ltd. | $96.4K |
| 14 | Blue Trust, Inc. | $66.0K |
| 15 | GAMMA Investing LLC | $64.6K |
| 16 | Farther Finance Advisors, LLC | $38.7K |
| 17 | EverSource Wealth Advisors, LLC | $23.2K |
| 18 | Ameliora Wealth Management Ltd. | $20.4K |
| 19 | Premier Fund Managers Ltd | $5.9K |
| 20 | Aventura Private Wealth, LLC | $2.5K |
| 21 | JFS WEALTH ADVISORS, LLC | $1.3K |
| 22 | Physician Wealth Advisors, Inc. | $957 |
| 23 | True Wealth Design, LLC | $575 |
| 24 | VISION FINANCIAL MARKETS LLC | $314 |
| 25 | LRI Investments, LLC | $255 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$151.8K | |
| 2 | +$96.4K | |
| 3 | +$5.9K | |
| 4 | +$2.5K | |
| 5 | +$578 | |
| 6 | +$575 | |
| 7 | +$504 | |
| 8 | +$255 | |
| 9 | +$219 | |
| 10 | -$64 | |
| 11 | -$491 | |
| 12 | -$3.7K | |
| 13 | -$6.9K | |
| 14 | -$8.3K | |
| 15 | -$9.7K | |
| 16 | -$15.5K | |
| 17 | -$53.6K | |
| 18 | -$113.5K | |
| 19 | -$144.8K | |
| 20 | -$215.0K | |
| 21 | -$284.8K | |
| 22 | -$342.2K | |
| 23 | -$348.1K | |
| 24 | -$432.7K | |
| 25 | -$570.6K | |
| 26 | -$883.6K | |
| 27 | -$4.8M | |
| 28 | -$6.0M | |
| 29 | -$6.2M | |
| 30 | -$25.3M | |
| 31 | -$73.5M |