Filing Research | WIX COM LTD Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	91.8KSH	$4.2M
2	MIZUHO MARKETS AMERICAS LLC	Shares	21.9KSH	$995.8K
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	20.8KSH	$942.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	12.7KSH	$574.5K
5	Hennion & Walsh Asset Management, Inc.	Shares	5.1KSH	$233.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.4KSH	$218.2K
7	Mirae Asset Global Investments Co., Ltd.	Shares	3.4KSH	$154.1K
8	SIGNATUREFD, LLC	Shares	1.6KSH	$73.0K
9	SBI Securities Co., Ltd.	Shares	1.2KSH	$54.5K
10	AdvisorNet Financial, Inc	Shares	1.1KSH	$50.8K
11	Farther Finance Advisors, LLC	Shares	239SH	$10.9K
12	1620 INVESTMENT ADVISORS, INC.	Shares	216SH	$9.8K
13	TOWER TRUST & INVESTMENT Co	Shares	215SH	$9.8K
14	ADIRONDACK TRUST CO	Shares	128SH	$5.8K
15	Blue Trust, Inc.	Shares	92SH	$4.2K
16	Versant Capital Management, Inc	Shares	85SH	$3.9K
17	EverSource Wealth Advisors, LLC	Shares	80SH	$3.6K
18	Bank of New Hampshire	Shares	77SH	$3.5K
19	MassMutual Private Wealth & Trust, FSB	Shares	72SH	$3.3K
20	ELEVATION WEALTH PARTNERS, LLC	Shares	67SH	$3.0K
21	IFP Advisors, Inc	Shares	40SH	$1.8K
22	True Wealth Design, LLC	Shares	36SH	$1.6K
23	FINANCIAL CONSULATE, INC	Shares	30SH	$1.4K
24	SALEM INVESTMENT COUNSELORS INC	Shares	15SH	$681
25	Handelsbanken Fonder AB	Shares	14.3KSH	$647
26	GAMMA Investing LLC	Shares	14SH	$635
27	Physician Wealth Advisors, Inc.	Shares	11SH	$500
28	Aventura Private Wealth, LLC	Shares	8SH	$363
29	CoreCap Advisors, LLC	Shares	1SH	$45
30	TSFG, LLC	Shares	96SH	$4

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

49 / 49 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+68.9K	+$2.1M	$4.2M
2	MIZUHO MARKETS AMERICAS LLC new	Shares	+21.9K	+$995.8K	$995.8K
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+20.8K	+$942.7K	$942.7K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$158.5K	$218.2K
5	Bank of New Hampshire new	Shares	+77	+$3.5K	$3.5K
6	ELEVATION WEALTH PARTNERS, LLC new	Shares	+67	+$3.0K	$3.0K
7	SALEM INVESTMENT COUNSELORS INC new	Shares	+15	+$681	$681
8	TSFG, LLC unchanged	Shares	0	-$5	$4
9	CoreCap Advisors, LLC unchanged	Shares	0	-$45	$45
10	Sound Income Strategies, LLC exited	Shares	-1	-$91	$0
11	Arlington Trust Co LLC exited	Shares	-3	-$270	$0
12	Handelsbanken Fonder AB added	Shares	+3.5K	-$318	$647
13	Aventura Private Wealth, LLC unchanged	Shares	0	-$358	$363
14	True Wealth Design, LLC added	Shares	+13	-$438	$1.6K
15	Dogwood Wealth Management LLC exited	Shares	-7	-$630	$0
16	Ares Financial Consulting, LLC exited	Shares	-7	-$634	$0
17	Physician Wealth Advisors, Inc. trimmed	Shares	-7	-$1.1K	$500
18	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$1.3K	$1.4K
19	IFP Advisors, Inc trimmed	Shares	-1	-$1.9K	$1.8K
20	FNY Investment Advisers, LLC exited	Shares	-49.8K	-$4.5K	$0
21	Main Street Group, LTD exited	Shares	-50	-$4.5K	$0
22	ADIRONDACK TRUST CO unchanged	Shares	0	-$5.7K	$5.8K
23	Blue Trust, Inc. trimmed	Shares	-18	-$5.7K	$4.2K
24	GAMMA Investing LLC trimmed	Shares	-73	-$7.2K	$635
25	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-100	-$9.0K	$0
26	TOWER TRUST & INVESTMENT Co unchanged	Shares	0	-$9.6K	$9.8K
27	EverSource Wealth Advisors, LLC trimmed	Shares	-76	-$10.4K	$3.6K
28	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-105	-$12.7K	$3.3K
29	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-65	-$15.5K	$9.8K
30	Farther Finance Advisors, LLC trimmed	Shares	-59	-$16.1K	$10.9K
31	Cromwell Holdings LLC exited	Shares	-239	-$21.5K	$0
32	Crewe Advisors LLC exited	Shares	-300	-$27.0K	$0
33	SBI Securities Co., Ltd. added	Shares	+229	-$33.1K	$54.5K
34	AdvisorNet Financial, Inc unchanged	Shares	0	-$50.1K	$50.8K
35	ASR Vermogensbeheer N.V. exited	Shares	-715	-$64.4K	$0
36	SIGNATUREFD, LLC trimmed	Shares	-782	-$142.3K	$73.0K
37	Versant Capital Management, Inc trimmed	Shares	-1.9K	-$174.1K	$3.9K
38	NorthCrest Asset Manangement, LLC exited	Shares	-2.5K	-$205.1K	$0
39	Avory & Company, LLC exited	Shares	-2.4K	-$220.0K	$0
40	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-84	-$237.6K	$233.5K
41	GC Wealth Management RIA, LLC exited	Shares	-2.7K	-$239.8K	$0
42	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-2.8K	-$254.2K	$0
43	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.4K	-$371.2K	$154.1K
44	Robeco Institutional Asset Management B.V. exited	Shares	-4.4K	-$399.4K	$0
45	Diversified Trust Co exited	Shares	-5.3K	-$478.2K	$0
46	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-7.8K	-$1.3M	$574.5K
47	Taylor Frigon Capital Management LLC exited	Shares	-23.5K	-$2.1M	$0
48	Mizuho Markets Cayman LP exited	Shares	-37.4K	-$3.4M	$0
49	MEITAV INVESTMENT HOUSE LTD exited	Shares	-182.7K	-$16.5M	$0