Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $287.4M |
| 2 | Barton Investment Management | $37.8M |
| 3 | ARDSLEY ADVISORY PARTNERS LP | $3.9M |
| 4 | Annex Advisory Services, LLC | $3.1M |
| 5 | Robeco Institutional Asset Management B.V. | $3.0M |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $1.5M |
| 7 | Police & Firemen's Retirement System of New Jersey | $1.4M |
| 8 | Y-Intercept (Hong Kong) Ltd | $1.2M |
| 9 | Assenagon Asset Management S.A. | $1.1M |
| 10 | Seelaus Asset Management LLC | $467.1K |
| 11 | Farther Finance Advisors, LLC | $389.9K |
| 12 | Hennion & Walsh Asset Management, Inc. | $285.6K |
| 13 | RiverPark Advisors, LLC | $274.2K |
| 14 | Noble Wealth Management PBC | $130.4K |
| 15 | SBI Securities Co., Ltd. | $71.4K |
| 16 | SIGNATUREFD, LLC | $21.0K |
| 17 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $19.6K |
| 18 | IFP Advisors, Inc | $16.8K |
| 19 | Blue Trust, Inc. | $11.0K |
| 20 | EverSource Wealth Advisors, LLC | $8.9K |
| 21 | HM PAYSON & CO | $6.9K |
| 22 | Handelsbanken Fonder AB | $6.1K |
| 23 | SJS Investment Consulting Inc. | $973 |
| 24 | CoreCap Advisors, LLC | $799 |
| 25 | Physician Wealth Advisors, Inc. | $695 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$88.2M | |
| 2 | +$4.3M | |
| 3 | +$3.9M | |
| 4 | +$1.2M | |
| 5 | +$1.1M | |
| 6 | +$549.3K | |
| 7 | +$385.2K | |
| 8 | +$335.2K | |
| 9 | +$236.0K | |
| 10 | +$158.5K | |
| 11 | +$110.5K | |
| 12 | +$71.4K | |
| 13 | +$51.4K | |
| 14 | +$21.6K | |
| 15 | +$2.2K | |
| 16 | +$2.2K | |
| 17 | +$1.2K | |
| 18 | +$1.0K | |
| 19 | +$776 | |
| 20 | +$695 | |
| 21 | +$109 | |
| 22 | +$89 | |
| 23 | -$895 | |
| 24 | -$1.6K | |
| 25 | -$1.8K | |
| 26 | -$3.9K | |
| 27 | -$5.5K | |
| 28 | -$17.2K | |
| 29 | -$236.0K | |
| 30 | -$263.5K |