Vault-13

SEACOR MARINE HLDGS INC SMHI

COM · Common Stock · CUSIP 78413P101

95 institutional holders +4 vs Q1 2026
13,186,07513.2m shares reported held*
48.6% of all shares outstanding*
$100.9mreported value*
15 new 31 added 30 reduced 9 sold out net bought ≈ $11.1m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($172.6k this quarter). Holder counts are more reliable. Shares outstanding: 27.1m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $7.65. Options: 1 managers hold calls ($7.7k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 43Q4 22: 48Q1 23: 62Q2 23: 65Q3 23: 76Q4 23: 83Q1 24: 93Q2 24: 90Q3 24: 91Q4 24: 92Q1 25: 89Q2 25: 83Q3 25: 91Q4 25: 81Q1 26: 91Q2 26: 9595Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202243
Q4 202248
Q1 202362
Q2 202365
Q3 202376
Q4 202383
Q1 202493
Q2 202490
Q3 202491
Q4 202492
Q1 202589
Q2 202583
Q3 202591
Q4 202581
Q1 202691
Q2 202695

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 51 bought or addedQ3 24: 27 cut or sold outQ4 24: 45 bought or addedQ4 24: 40 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 38 cut or sold outQ2 25: 28 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 35 cut or sold outQ4 25: 22 bought or addedQ4 25: 48 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 40 cut or sold outQ2 26: 46 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245127
Q4 20244540
Q1 20254038
Q2 20252846
Q3 20253535
Q4 20252248
Q1 20263740
Q2 20264639

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150k$200kQ3 25 calls: $162.7kQ3 25 puts: $32.0kQ3 25P/C 0.20Q4 25 calls: $12.6kQ4 25 puts: $30.1kQ4 25P/C 2.38Q1 26 calls: $3.6kQ1 26 puts: $35.8kQ1 26P/C 10.00Q2 26 calls: $7.7kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$162.7k$32.0k0.20
Q4 2025$12.6k$30.1k2.38
Q1 2026$3.6k$35.8k10.00
Q2 2026$7.7k$00.00

Biggest buyers

First Eagle Investment Management, LLC Added +997,489+997.5k
Flat Footed LLC New +683,777+683.8k
AQR CAPITAL MANAGEMENT LLC New +55,555+55.6k
BlackRock, Inc. Added +53,691+53.7k
UBS Group AG Added +43,811+43.8k
GEODE CAPITAL MANAGEMENT, LLC Added +26,942+26.9k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +22,272+22.3k
XTX Topco Ltd Added +15,948+15.9k
CITIGROUP INC Added +15,118+15.1k
LEVIN CAPITAL STRATEGIES, L.P. New +12,000+12.0k

Biggest sellers

VANGUARD CAPITAL MANAGEMENT LLC Reduced -74,396-74.4k
DIMENSIONAL FUND ADVISORS LP Reduced -65,865-65.9k
GOLDMAN SACHS GROUP INC Reduced -59,833-59.8k
ROBOTTI ROBERT Reduced -54,727-54.7k
JPMORGAN CHASE & CO Reduced -53,915-53.9k
CITADEL ADVISORS LLC Reduced -47,489-47.5k
GSA CAPITAL PARTNERS LLP Sold out -38,722-38.7k
NORTHERN TRUST CORP Reduced -24,040-24.0k
Wilmington Savings Fund Society, FSB Reduced -20,000-20.0k
INTECH INVESTMENT MANAGEMENT LLC Sold out -12,193-12.2k

Biggest calls

SIMPLEX TRADING, LLC Added $7.7k1.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Chernett Jorey 13D · may seek influence +0.3 pts · filed 2026-06-22
Stated purposeThe Reporting Person purchased the Shares based on the Reporting Person's belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Person, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Person may endeavor to further increase or decrease his position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Person may deem advisable. The Reporting Person does not have any present plan or proposal which would relate to or result in any of the matters … Full filing
7.2% +0.3 pts 1.9m≈ $14.9m 2026-06-22
Oppenheimer & Close, LLC 13G · exempt (held before listing) -0.1 pts · filed 2026-08-11 5.1% -0.1 pts 1.4m≈ $10.6m 2026-08-11
Gellert John M 13D · may seek influence new · filed 2025-01-17
Stated purposeThe securities were acquired in connection with the anticipated vesting of 58,905 performance restricted stock units ("PRSUs") on March 11, 2025. The acquisition of shares of Common Stock resulting from the vesting of the PRSUs, caused Mr. Gellert to exceed 5% beneficial ownership in the Issuer. On March 11, 2022, Mr. Gellert was granted 58,905 PRSUs consisting of five equal tranches, each of which would be earned if and when the closing price of one share of Common Stock equals or exceeds the specified stock price performance goal for such tranche for 60 consecutive trading days during the three year performance period beginning on the grant date, provided that any earned PRSUs would not be settled until the third anniversary of the grant date, subject to satisfaction of the service-base… Full filing
5.1% new 1.4m≈ $10.9m 2025-01-17

Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 0 buyingQ3 26: 3 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—1$52.1k—
Q1 20260—0——
Q2 20260—3$636.1k$636.1k
Q3 20260—3$2.1m$2.1m
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-02 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 4,116 $10.00 $41.2k4.1k shares -2%
2026-09-02 Llorca Jesus EVP & CFO Sold plan 4,000 $10.00 $40.0k4.0k shares -1%
2026-08-21 Llorca Jesus EVP & CFO Sold plan 401 $10.00 $4.0k401 shares -<1%
2026-08-21 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 200 $10.00 $2.0k200 shares -<1%
2026-08-17 Llorca Jesus EVP & CFO Sold plan 3,207 $9.85 $31.6k3.2k shares -1%
2026-08-14 Llorca Jesus EVP & CFO Sold plan 5,927 $9.78 $58.0k5.9k shares -2%
2026-08-13 Llorca Jesus EVP & CFO Sold plan 1,503 $9.75 $14.7k1.5k shares -<1%
2026-08-12 Llorca Jesus EVP & CFO Sold plan 2,840 $9.76 $27.7k2.8k shares -1%
2026-08-11 Llorca Jesus EVP & CFO Sold plan 13,054 $9.79 $127.8k13.1k shares -3%
2026-08-07 Llorca Jesus EVP & CFO Sold plan 205 $9.75 $2.0k205 shares -<1%
2026-08-04 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 1,018 $9.56 $9.7k1.0k shares -0%
2026-08-03 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 5,113 $9.52 $48.7k5.1k shares -2%
2026-07-31 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 1,637 $9.54 $15.6k1.6k shares -1%
2026-07-30 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 63,124 $9.14 $576.9k63.1k shares -23%
2026-07-30 Llorca Jesus EVP & CFO Sold plan 60,823 $9.12 $554.7k60.8k shares -13%
2026-07-30 Rossmiller Gregory Scott SVP & CAO Sold plan 27,741 $9.16 $254.2k27.7k shares -10%
2026-07-15 Llorca Jesus EVP & CFO Sold plan 13,914 $8.42 $117.2k13.9k shares -3%
2026-07-15 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 4,108 $8.50 $34.9k4.1k shares -2%
2026-07-15 Rossmiller Gregory Scott SVP & CAO Sold plan 3,223 $8.50 $27.4k3.2k shares -1%
2026-07-14 Llorca Jesus EVP & CFO Sold plan 7,816 $8.29 $64.8k7.8k shares -2%
2026-07-01 Llorca Jesus EVP & CFO Sold plan 1,386 $8.01 $11.1k1.4k shares -<1%
2026-06-30 Llorca Jesus EVP & CFO Sold plan 1,649 $8.02 $13.2k1.6k shares -<1%
2026-06-29 Llorca Jesus EVP & CFO Sold plan 14,461 $8.03 $116.1k14.5k shares -3%
2026-06-29 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 10,565 $8.04 $84.9k10.6k shares -4%
2026-06-23 Llorca Jesus EVP & CFO Sold plan 11,963 $7.98 $95.5k12.0k shares -2%
2026-06-23 Everett Andrew H II Sr. VP, General Counsel & Secy Sold plan 9,435 $8.02 $75.7k9.4k shares -3%
2026-06-22 Llorca Jesus EVP & CFO Sold plan 14,432 $7.73 $111.6k14.4k shares -3%
2026-06-16 Rossmiller Gregory Scott SVP & CAO Sold plan 9,601 $7.17 $68.8k9.6k shares -3%
2026-06-15 Rossmiller Gregory Scott SVP & CAO Sold plan 9,670 $7.27 $70.3k9.7k shares -3%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 2,067,9782.1m $15.8m $15.8m 0.01% Added +997.5k +997,489
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,593,1981.6m $12.2m $12.2m 0.00% Added +53.7k +53,691
3 Oppenheimer & Close, LLC 6.68% of their portfolio NEW YORK, NY 1,383,7921.4m $10.6m $10.6m 6.68% Added +2.4k +2,425
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,186,8551.2m $9.1m $9.1m 0.00% Reduced -65.9k -65,865
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 943,391943.4k $7.2m $7.2m 0.00% Reduced -74.4k -74,396
6 ROBOTTI ROBERT 0.88% of their portfolio NEW YORK, NY 713,219713.2k $5.5m $5.5m 0.88% Reduced -54.7k -54,727
7 Flat Footed LLC 0.91% of their portfolio WILSON, WY 683,777683.8k $5.2m $5.2m 0.91% New
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 530,553530.6k $4.1m $4.1m 0.00% Added +26.9k +26,942
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 496,809496.8k $3.8m $3.8m 0.00% Reduced -1.7k -1,720
10 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 431,723431.7k $3.3m $3.3m 0.00% Reduced -3.2k -3,209
11 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 309,085309.1k $2.4m $2.4m 0.01% Reduced -11.5k -11,500
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 248,053248.1k $1.9m $1.9m 0.00% Reduced -4.3k -4,258
13 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 227,400227.4k $1.7m $1.7m 0.02% Added +4.4k +4,400
14 Glenorchy Capital Ltd 1.05% of their portfolio BOOROLITE, C3 219,261219.3k $1.7m $1.7m 1.05% Added +8.3k +8,334
15 SEMPER AUGUSTUS INVESTMENTS GROUP LLC 0.18% of their portfolio Highlands Ranch, CO 208,175208.2k $1.6m $1.6m 0.18% Unchanged
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 171,051171.1k $1.3m $1.3m 0.00% Reduced -24.0k -24,040
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 148,776148.8k $1.1m $1.1m 0.00% Added +22.3k +22,272
18 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 136,115136.1k $1.0m $1.0m 0.00% Added +1.8k +1,767
19 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 128,988129.0k $986.8k $986.8k 0.00% Added +213 +213
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 114,200114.2k $873.6k $873.6k 0.00% Reduced -6.2k -6,200
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 108,868108.9k $832.8k $832.8k 0.00% Added +43.8k +43,811
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 93,36093.4k $748.7k $748.7k 0.00% Reduced -53.9k -53,915
23 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 74,81374.8k $572.3k $572.3k 0.00% Added +4.5k +4,453
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 71,97972.0k $550.6k $550.6k 0.00% Reduced -47.5k -47,489
25 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 65,63365.6k $502.1k $502.1k 0.00% Added +6.0k +5,983
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 63,56063.6k $486.2k $486.2k 0.00% Added +5.3k +5,350
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 56,57056.6k $432.8k $432.8k 0.01% Reduced -7.5k -7,500
28 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 55,55555.6k $425.0k $425.0k 0.00% New
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 52,53152.5k $401.9k $401.9k 0.00% Reduced -1.0k -1,022
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 49,91949.9k $381.9k $381.9k 0.00% Added +3.8k +3,830
31 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 47,50347.5k $363.4k $363.4k 0.00% Reduced -222 -222
32 Perennial Advisors, LLC 0.05% of their portfolio NEW YORK, NY 46,03846.0k $352.2k $352.2k 0.05% Unchanged
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,94329.9k $229.1k $229.1k 0.00% Reduced -59.8k -59,833
34 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 29,44529.4k $225.3k $225.3k 0.00% Added +139 +139
35 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 28,48328.5k $217.9k $217.9k 0.00% Added +15.9k +15,948
36 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 27,80627.8k $212.7k $212.7k 0.00% Reduced -866 -866
37 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 27,75927.8k $212.4k $212.4k 0.00% Reduced -662 -662
38 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 23,53623.5k $180.1k $180.1k 0.00% Unchanged
39 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 22,29722.3k $170.6k $170.6k 0.00% Added +3.2k +3,223
40 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 21,73121.7k $166.2k $166.2k 0.00% Added +8.2k +8,219
41 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 21,17021.2k $162.0k $162.0k 0.00% Reduced -7.5k -7,500
42 Hilltop Holdings Inc. 0.01% of their portfolio DALLAS, TX 20,60020.6k $157.6k $157.6k 0.01% Unchanged
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 18,89018.9k $135.3k $135.3k 0.00% Added +2.8k +2,800
44 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 18,86918.9k $144.3k $144.3k 0.00% Added +2.5k +2,532
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,65318.7k $142.7k $142.7k 0.00% Added +10.4k +10,400
46 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 18,56718.6k $142.0k $142.0k 0.00% Reduced -20.0k -20,000
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,27218.3k $140.0k $140.0k 0.00% Added +5.5k +5,508
48 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 16,13216.1k $123.4k $123.4k 0.00% Added +15.1k +15,118
49 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 13,06213.1k $99.9k $99.9k 0.00% Added +590 +590
50 LEVIN CAPITAL STRATEGIES, L.P. 0.01% of their portfolio NEW YORK, NY 12,00012.0k $91.8k $91.8k 0.01% New
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,18811.2k $85.6k $85.6k 0.00% Reduced -4.0k -4,000
52 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 10,49010.5k $80.2k $80.2k 0.00% Added +8.7k +8,674
53 FMR LLC 0.00% of their portfolio BOSTON, MA 10,38410.4k $79.4k $79.4k 0.00% Reduced -381 -381
54 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 10,27510.3k $78.6k $78.6k 0.00% Reduced -550 -550
55 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 10,25910.3k $78.5k $78.5k 0.00% Added +73 +73
56 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 9,4779.5k $72.5k $72.5k 0.00% Unchanged
57 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,8904.9k $37.4k $37.4k 0.00% Unchanged
58 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,2034.2k $32.2k $32.2k 0.00% Unchanged
59 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,9013.9k $29.8k $29.8k 0.00% Reduced -761 -761
60 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,6762.7k $20.5k $20.5k 0.00% Reduced -3.9k -3,890
61 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,9892.0k $15.2k $15.2k 0.00% Unchanged
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,9642.0k $15.0k $15.0k 0.00% Reduced -3.8k -3,754
63 Legal & General Group Plc 0.00% of their portfolio London, X0 1,8901.9k $14.5k $14.5k 0.00% Unchanged
64 ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio UNITED KINGDOM, X0 1,5501.6k $11.9k $11.9k 0.00% Unchanged
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,4111.4k $10.8k $10.8k 0.00% New
66 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1881.2k $9.1k $9.1k 0.00% Reduced -616 -616
67 MV CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BETHESDA, MD 1,1311.1k $8.7k $8.7k 0.00% Unchanged
68 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,0061.0k $7.7k $7.7k 0.00% Unchanged
69 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 409409 $3.1k $3.1k 0.00% Reduced -314 -314
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 306306 $2.3k $2.3k 0.00% Reduced -875 -875
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 292292 $2.2k $2.2k 0.00% New
72 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 281281 $2.1k $2.1k 0.00% Added +38 +38
73 Private Wealth Management Group, LLC 0.00% of their portfolio PRINCETON, NJ 208208 $1.6k $1.6k 0.00% Unchanged
74 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 204204 $1.6k $1.6k 0.00% New
75 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 152152 $1.2k $1.2k 0.00% Unchanged
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 127127 $972 $972 0.00% Unchanged
77 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 125125 $956 $956 0.00% Unchanged
78 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 116116 $887 $887 0.00% New
79 Cornerstone Financial Management LLC 0.00% of their portfolio BURLINGTON, MA 110110 $842 $842 0.00% Unchanged
80 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 108108 $827 $827 0.00% Added +98 +98
81 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 100100 $765 $765 0.00% Unchanged
82 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 6969 $528 $528 0.00% New
83 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 4040 $306 $306 0.00% Added +20 +20
84 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3636 $275 $275 0.00% Unchanged
85 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3636 $276 $276 0.00% Reduced -3 -3
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3434 $260 $260 0.00% Added +31 +31
87 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1818 $138 $138 0.00% New
88 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1616 $122 $122 0.00% New
89 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 99 $68 $68 0.00% New
90 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 77 $54 $54 0.00% Added +4 +4
91 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 66 $46 $46 0.00% New
92 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 66 $46 $46 0.00% New
93 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 44 $31 $31 0.00% New
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 22 $15 $15 0.00% New
95 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 22 $15 $15 0.00% Reduced -208 -208