Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | PING CAPITAL MANAGEMENT, INC. | $73.3M |
| 2 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $10.6M |
| 3 | Assenagon Asset Management S.A. | $5.1M |
| 4 | Arlington Capital Management, Inc. | $4.1M |
| 5 | Prospera Financial Services Inc | $2.1M |
| 6 | CWA Asset Management Group, LLC | $1.9M |
| 7 | Activest Wealth Management | $1.5M |
| 8 | DELTEC ASSET MANAGEMENT LLC | $1.4M |
| 9 | QUATTRO FINANCIAL ADVISORS LLC | $1.1M |
| 10 | Steadtrust LLC | $1.0M |
| 11 | First Growth Capital LLC | $840.1K |
| 12 | Y-Intercept (Hong Kong) Ltd | $730.7K |
| 13 | Sowell Financial Services LLC | $233.3K |
| 14 | Colonial River Investments, LLC | $225.3K |
| 15 | Mirae Asset Global Investments Co., Ltd. | $188.4K |
| 16 | Blue Trust, Inc. | $123.5K |
| 17 | GAMMA Investing LLC | $87.9K |
| 18 | Farther Finance Advisors, LLC | $79.1K |
| 19 | EverSource Wealth Advisors, LLC | $50.8K |
| 20 | IFP Advisors, Inc | $50.0K |
| 21 | Financial Management Professionals, Inc. | $26.7K |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $7.2K |
| 23 | Aventura Private Wealth, LLC | $6.6K |
| 24 | Physician Wealth Advisors, Inc. | $91 |
| 25 | First PREMIER Bank | $5 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$9.6M | |
| 2 | +$4.1M | |
| 3 | +$2.3M | |
| 4 | +$1.9M | |
| 5 | +$225.3K | |
| 6 | +$188.4K | |
| 7 | +$75.9K | |
| 8 | +$70.9K | |
| 9 | +$48.5K | |
| 10 | +$26.7K | |
| 11 | +$16.5K | |
| 12 | +$8.9K | |
| 13 | +$2.4K | |
| 14 | $0 | |
| 15 | -$2 | |
| 16 | -$11 | |
| 17 | -$109 | |
| 18 | -$119 | |
| 19 | -$825 | |
| 20 | -$18.8K | |
| 21 | -$50.9K | |
| 22 | -$76.9K | |
| 23 | -$157.1K | |
| 24 | -$508.0K | |
| 25 | -$685.5K | |
| 26 | -$743.5K | |
| 27 | -$5.8M | |
| 28 | -$59.6M |