Sii Investments Inc/wi Historical SEC 13F Holdings &amp; Archive (Q1 2018)

Sold out VEA
Sold out VTV
Sold out VUG
Sold out AGG
Sold out 73935A104
Sold out VOO

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

Download CSV Download Excel

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology Inc	Stock-Other	—	—	—

* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2018 Q1	1	—	100
2017 Q4	400	$965.4M	65	1VEA 2VTV 3VUG Top holdings2017 Q4 1.VEA 2.VTV 3.VUG 4.AGG 5.73935A 6.VOO 7.BSV 8.BNDX 9.IVE 10.EEM
2017 Q3	602	$1.8B	17	1VTV 2VUG 3VEA Top holdings2017 Q3 1.VTV 2.VUG 3.VEA 4.VOO 5.73935A 6.BSV 7.IVV 8.IVW 9.BNDX 10.AGG
2017 Q2	597	$1.6B	22	1VTV 2VUG 3VEA Top holdings2017 Q2 1.VTV 2.VUG 3.VEA 4.73935A 5.BSV 6.VOO 7.IVV 8.BNDX 9.IVW 10.AGG
2017 Q1	612	$1.5B	18	1VTV 2VUG 3VEA Top holdings2017 Q1 1.VTV 2.VUG 3.VEA 4.VOO 5.BSV 6.BNDX 7.73935A 8.IVW 9.IVE 10.VB
2016 Q4	595	$1.3B	16	1VTV 2VUG 3VEA Top holdings2016 Q4 1.VTV 2.VUG 3.VEA 4.VOO 5.BSV 6.BNDX 7.VB 8.AGG 9.IVW 10.BIV
2016 Q3	592	$1.3B	26	1VTV 2VUG 3VEA Top holdings2016 Q3 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.VB 7.VOO 8.BIV 9.AGG 10.IVW
2016 Q2	584	$1.2B	23	1VTV 2VUG 3VEA Top holdings2016 Q2 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.VB 7.BIV 8.VOO 9.AGG 10.BLV
2016 Q1	580	$1.1B	36	1VTV 2VUG 3VEA Top holdings2016 Q1 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.BIV 7.AGG 8.TLT 9.BLV 10.IVW
2015 Q4	459	$794.7M	32	1VTV 2VEA 3VUG Top holdings2015 Q4 1.VTV 2.VEA 3.VUG 4.BSV 5.BNDX 6.BIV 7.AGG 8.BLV 9.AAPL 10.IVW
2015 Q3	553	$869.1M	33	1VTV 2VUG 3VEA Top holdings2015 Q3 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.BIV 7.AAPL 8.AGG 9.BLV 10.COP
2015 Q2	566	$848.8M	24	1VTV 2VUG 3BSV Top holdings2015 Q2 1.VTV 2.VUG 3.BSV 4.VEA 5.BIV 6.COP 7.AAPL 8.BNDX 9.VMBS 10.BLV
2015 Q1	542	$828.6M	19	1VTV 2VUG 3BSV Top holdings2015 Q1 1.VTV 2.VUG 3.BSV 4.VEA 5.COP 6.AAPL 7.BIV 8.BNDX 9.VTI 10.VMBS
2014 Q4	509	$758.8M	25	1VTV 2VUG 3BSV Top holdings2014 Q4 1.VTV 2.VUG 3.BSV 4.COP 5.VEA 6.VTI 7.AAPL 8.BIV 9.BNDX 10.VMBS
2014 Q3	507	$745.8M	18	1VTV 2VUG 3BSV Top holdings2014 Q3 1.VTV 2.VUG 3.BSV 4.COP 5.VEA 6.AAPL 7.BIV 8.VB 9.BNDX 10.VMBS
2014 Q2	480	$697.5M	34	1VTV 2VUG 3BSV Top holdings2014 Q2 1.VTV 2.VUG 3.BSV 4.COP 5.VEA 6.AAPL 7.BIV 8.VMBS 9.BNDX 10.AGG
2014 Q1	422	$540.1M	18	1COP 2VTV 3VUG Top holdings2014 Q1 1.COP 2.VTV 3.VUG 4.BSV 5.VEA 6.73935A 7.AAPL 8.78355W 9.BIV 10.VMBS
2013 Q4	434	$559.7M	45	1COP 2VTV 3VUG Top holdings2013 Q4 1.COP 2.VTV 3.VUG 4.BSV 5.VEA 6.AAPL 7.73935A 8.CVX 9.PSX 10.78355W
2013 Q3	327	$422.0M	44	1COP 2BSV 3VTV Top holdings2013 Q3 1.COP 2.BSV 3.VTV 4.VUG 5.VEA 6.CVX 7.AAPL 8.19329V 9.VMBS 10.IVV
2013 Q2	385	$464.0M	0	1COP 2VUG 3VTV Top holdings2013 Q2 1.COP 2.VUG 3.VTV 4.BSV 5.TIP 6.VMBS 7.CVX 8.BIV 9.AAPL 10.IVV

Holding changes this quarter

Sii Investments Inc/wi's most significant position changes for 2018-03-31: Sold out: Vanguard Ftse Developed ETF (VEA); Sold out: Vanguard Value ETF (VTV); Sold out: Vanguard Growth ETF (VUG); Sold out: Ishares Core U.s. Aggregate (AGG); Sold out: Powershares Qqq Trust Ser 1.

Position changes disclosed by Sii Investments Inc/wi for the quarter ending 2018-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VEA	Vanguard Ftse Developed ETF	—	EXIT	Sold out
2	VTV	Vanguard Value ETF	—	EXIT	Sold out
3	VUG	Vanguard Growth ETF	—	EXIT	Sold out
4	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
5	✓	Powershares Qqq Trust Ser 1	—	EXIT	Sold out
6	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
7	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
8	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	Sold out
9	IVE	Ishares S&p 500 Value ETF	—	EXIT	Sold out
10	EEM	Ishares Msci Emerging Market	—	EXIT	Sold out
11	IVW	Ishares S&p 500 Growth ETF	—	EXIT	Sold out
12	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
13	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out
14	VB	Vanguard Small-cap ETF	—	EXIT	Sold out
15	ICF	Ishares Select U.s. Reit ETF	—	EXIT	Sold out
16	EFA	Ishares Msci Eafe ETF	—	EXIT	Sold out
17	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	EXIT	Sold out
18	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	Sold out
19	BLV	Vanguard Long-term Bond ETF	—	EXIT	Sold out
20	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
21	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
22	VWO	Vanguard Ftse Emerging Marke	—	EXIT	Sold out
23	✓	Powershares ETF Tr Ii	—	EXIT	Sold out
24	AAPL	Apple Inc	—	EXIT	Sold out
25	IEMG	Ishares Core Msci Emerging	—	EXIT	Sold out
26	VMBS	Vanguard Mortgage-backed Sec	—	EXIT	Sold out
27	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
28	FVD	First Trust Value Line Dvd	—	EXIT	Sold out
29	CAT	Caterpillar Inc	—	EXIT	Sold out
30	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
31	FTGC	First Trust Global Tactical	—	EXIT	Sold out
32	TIP	Ishares Tips Bond ETF	—	EXIT	Sold out
33	MBB	Ishares Mbs ETF	—	EXIT	Sold out
34	LMBS	First Trust Low Duration Opp	—	EXIT	Sold out
35	FIXD	First Trust Smith Opportunis	—	EXIT	Sold out
36	IGIB	Ishares 5-10y Inv Grade CORP	—	EXIT	Sold out
37	META	Meta Platforms Inc-class A	—	EXIT	Sold out
38	VNQ	Vanguard Real Estate ETF	—	EXIT	Sold out
39	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
40	BA	Boeing Co/the	—	EXIT	Sold out
41	CSCO	Cisco Systems Inc	—	EXIT	Sold out
42	BP	Bp Plc-spons Adr	—	EXIT	Sold out
43	DVY	Ishares Select Dividend ETF	—	EXIT	Sold out
44	WMT	Walmart Inc	—	EXIT	Sold out
45	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
46	FTSL	First Trust Senior Loan ETF	—	EXIT	Sold out
47	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
48	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
49	RFDI	First Trst Dyn Devel Int ETF	—	EXIT	Sold out
50	FLOT	Ishares Floating Rate Bond E	—	EXIT	Sold out

Filing History

Period	Filed	Type
2018 Q1	2018-04-16	13F-HR
2017 Q4	2018-02-09	13F-HR
2017 Q3	2017-11-13	13F-HR
2017 Q2	2017-08-14	13F-HR
2017 Q1	2017-05-15	13F-HR
2016 Q4	2017-02-13	13F-HR
2016 Q3	2016-11-10	13F-HR
2016 Q2	2016-08-09	13F-HR
2016 Q1	2016-04-27	13F-HR
2015 Q4	2016-02-16	13F-HR
2015 Q3	2015-11-12	13F-HR
2015 Q2	2015-08-03	13F-HR
2015 Q1	2015-05-13	13F-HR
2014 Q4	2015-02-06	13F-HR
2014 Q3	2014-10-23	13F-HR
2014 Q2	2014-07-28	13F-HR
2014 Q1	2014-05-09	13F-HR
2013 Q4	2014-02-13	13F-HR
2013 Q3	2013-11-14	13F-HR
2013 Q2	2013-08-14	13F-HR

FAQ

What is Sii Investments Inc/wi and what type of investor is it?

Sii Investments Inc/wi is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2018-03-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Sii Investments Inc/wi's largest equity positions?

Based on the latest 13F filing, Sii Investments Inc/wi's top holdings by market value are: 1. Ikena Oncology Inc — $0.0

What changes did Sii Investments Inc/wi make in its most recent portfolio filing?

In the latest quarter, Sii Investments Inc/wi took a more defensive posture — trimming 0 positions and completely exiting 50 holdings. The largest of these moves: Sold out: Vanguard Ftse Developed ETF (VEA); Sold out: Vanguard Value ETF (VTV); Sold out: Vanguard Growth ETF (VUG); Sold out: Ishares Core U.s. Aggregate (AGG); Sold out: Powershares Qqq Trust Ser 1

What sectors does Sii Investments Inc/wi focus on?

Sector breakdown data is not yet available for Sii Investments Inc/wi. Check back after the next 13F processing cycle.

Investment Profile

Sii Investments Inc/wi's portfolio is broadly diversified and fast-trading.

Its turnover score has risen from 18 to 100 over the past 4 quarters — a shift toward more active trading.

Peer Institutions

Institutions with a similar AUM

Cowen And Company, LLC

CIK 0000048966

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Resource America, Inc.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

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Developer Access

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Sii Investments Inc/wi Historical SEC 13F Holdings & Archive (Q1 2018)

CIK: 0001351903

High-turnover trader

Total reported value

—

Reporting period: 2018-03-31 · Number of holdings: 1

SII INVESTMENTS INC/WI disclosed 1 holdings in its latest 13F filing for the period ending 2018-03-31, with total reported value of — and a quarterly turnover rate of 100.0%.

Browse other institutions starting with "S"

Last filedMar 2018

Personality snowflake

Concentration: 0
Portfolio Stability: 100
Momentum: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Source and citation information

Recent moves

Sold out VEA
Sold out VTV
Sold out VUG
Sold out AGG
Sold out 73935A104
Sold out VOO

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

Download CSV Download Excel

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology Inc	Stock-Other	—	—	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2018 Q1	1	—	100
2017 Q4	400	$965.4M	65	1VEA 2VTV 3VUG Top holdings2017 Q4 1.VEA 2.VTV 3.VUG 4.AGG 5.73935A 6.VOO 7.BSV 8.BNDX 9.IVE 10.EEM
2017 Q3	602	$1.8B	17	1VTV 2VUG 3VEA Top holdings2017 Q3 1.VTV 2.VUG 3.VEA 4.VOO 5.73935A 6.BSV 7.IVV 8.IVW 9.BNDX 10.AGG
2017 Q2	597	$1.6B	22	1VTV 2VUG 3VEA Top holdings2017 Q2 1.VTV 2.VUG 3.VEA 4.73935A 5.BSV 6.VOO 7.IVV 8.BNDX 9.IVW 10.AGG
2017 Q1	612	$1.5B	18	1VTV 2VUG 3VEA Top holdings2017 Q1 1.VTV 2.VUG 3.VEA 4.VOO 5.BSV 6.BNDX 7.73935A 8.IVW 9.IVE 10.VB
2016 Q4	595	$1.3B	16	1VTV 2VUG 3VEA Top holdings2016 Q4 1.VTV 2.VUG 3.VEA 4.VOO 5.BSV 6.BNDX 7.VB 8.AGG 9.IVW 10.BIV
2016 Q3	592	$1.3B	26	1VTV 2VUG 3VEA Top holdings2016 Q3 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.VB 7.VOO 8.BIV 9.AGG 10.IVW
2016 Q2	584	$1.2B	23	1VTV 2VUG 3VEA Top holdings2016 Q2 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.VB 7.BIV 8.VOO 9.AGG 10.BLV
2016 Q1	580	$1.1B	36	1VTV 2VUG 3VEA Top holdings2016 Q1 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.BIV 7.AGG 8.TLT 9.BLV 10.IVW
2015 Q4	459	$794.7M	32	1VTV 2VEA 3VUG Top holdings2015 Q4 1.VTV 2.VEA 3.VUG 4.BSV 5.BNDX 6.BIV 7.AGG 8.BLV 9.AAPL 10.IVW
2015 Q3	553	$869.1M	33	1VTV 2VUG 3VEA Top holdings2015 Q3 1.VTV 2.VUG 3.VEA 4.BSV 5.BNDX 6.BIV 7.AAPL 8.AGG 9.BLV 10.COP
2015 Q2	566	$848.8M	24	1VTV 2VUG 3BSV Top holdings2015 Q2 1.VTV 2.VUG 3.BSV 4.VEA 5.BIV 6.COP 7.AAPL 8.BNDX 9.VMBS 10.BLV
2015 Q1	542	$828.6M	19	1VTV 2VUG 3BSV Top holdings2015 Q1 1.VTV 2.VUG 3.BSV 4.VEA 5.COP 6.AAPL 7.BIV 8.BNDX 9.VTI 10.VMBS
2014 Q4	509	$758.8M	25	1VTV 2VUG 3BSV Top holdings2014 Q4 1.VTV 2.VUG 3.BSV 4.COP 5.VEA 6.VTI 7.AAPL 8.BIV 9.BNDX 10.VMBS
2014 Q3	507	$745.8M	18	1VTV 2VUG 3BSV Top holdings2014 Q3 1.VTV 2.VUG 3.BSV 4.COP 5.VEA 6.AAPL 7.BIV 8.VB 9.BNDX 10.VMBS
2014 Q2	480	$697.5M	34	1VTV 2VUG 3BSV Top holdings2014 Q2 1.VTV 2.VUG 3.BSV 4.COP 5.VEA 6.AAPL 7.BIV 8.VMBS 9.BNDX 10.AGG
2014 Q1	422	$540.1M	18	1COP 2VTV 3VUG Top holdings2014 Q1 1.COP 2.VTV 3.VUG 4.BSV 5.VEA 6.73935A 7.AAPL 8.78355W 9.BIV 10.VMBS
2013 Q4	434	$559.7M	45	1COP 2VTV 3VUG Top holdings2013 Q4 1.COP 2.VTV 3.VUG 4.BSV 5.VEA 6.AAPL 7.73935A 8.CVX 9.PSX 10.78355W
2013 Q3	327	$422.0M	44	1COP 2BSV 3VTV Top holdings2013 Q3 1.COP 2.BSV 3.VTV 4.VUG 5.VEA 6.CVX 7.AAPL 8.19329V 9.VMBS 10.IVV
2013 Q2	385	$464.0M	0	1COP 2VUG 3VTV Top holdings2013 Q2 1.COP 2.VUG 3.VTV 4.BSV 5.TIP 6.VMBS 7.CVX 8.BIV 9.AAPL 10.IVV

Holding changes this quarter

Position changes disclosed by Sii Investments Inc/wi for the quarter ending 2018-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VEA	Vanguard Ftse Developed ETF	—	EXIT	Sold out
2	VTV	Vanguard Value ETF	—	EXIT	Sold out
3	VUG	Vanguard Growth ETF	—	EXIT	Sold out
4	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
5	✓	Powershares Qqq Trust Ser 1	—	EXIT	Sold out
6	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
7	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
8	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	Sold out
9	IVE	Ishares S&p 500 Value ETF	—	EXIT	Sold out
10	EEM	Ishares Msci Emerging Market	—	EXIT	Sold out
11	IVW	Ishares S&p 500 Growth ETF	—	EXIT	Sold out
12	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
13	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out
14	VB	Vanguard Small-cap ETF	—	EXIT	Sold out
15	ICF	Ishares Select U.s. Reit ETF	—	EXIT	Sold out
16	EFA	Ishares Msci Eafe ETF	—	EXIT	Sold out
17	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	EXIT	Sold out
18	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	Sold out
19	BLV	Vanguard Long-term Bond ETF	—	EXIT	Sold out
20	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
21	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
22	VWO	Vanguard Ftse Emerging Marke	—	EXIT	Sold out
23	✓	Powershares ETF Tr Ii	—	EXIT	Sold out
24	AAPL	Apple Inc	—	EXIT	Sold out
25	IEMG	Ishares Core Msci Emerging	—	EXIT	Sold out
26	VMBS	Vanguard Mortgage-backed Sec	—	EXIT	Sold out
27	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
28	FVD	First Trust Value Line Dvd	—	EXIT	Sold out
29	CAT	Caterpillar Inc	—	EXIT	Sold out
30	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
31	FTGC	First Trust Global Tactical	—	EXIT	Sold out
32	TIP	Ishares Tips Bond ETF	—	EXIT	Sold out
33	MBB	Ishares Mbs ETF	—	EXIT	Sold out
34	LMBS	First Trust Low Duration Opp	—	EXIT	Sold out
35	FIXD	First Trust Smith Opportunis	—	EXIT	Sold out
36	IGIB	Ishares 5-10y Inv Grade CORP	—	EXIT	Sold out
37	META	Meta Platforms Inc-class A	—	EXIT	Sold out
38	VNQ	Vanguard Real Estate ETF	—	EXIT	Sold out
39	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
40	BA	Boeing Co/the	—	EXIT	Sold out
41	CSCO	Cisco Systems Inc	—	EXIT	Sold out
42	BP	Bp Plc-spons Adr	—	EXIT	Sold out
43	DVY	Ishares Select Dividend ETF	—	EXIT	Sold out
44	WMT	Walmart Inc	—	EXIT	Sold out
45	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
46	FTSL	First Trust Senior Loan ETF	—	EXIT	Sold out
47	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
48	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	Sold out
49	RFDI	First Trst Dyn Devel Int ETF	—	EXIT	Sold out
50	FLOT	Ishares Floating Rate Bond E	—	EXIT	Sold out

Filing History

Period	Filed	Type
2018 Q1	2018-04-16	13F-HR
2017 Q4	2018-02-09	13F-HR
2017 Q3	2017-11-13	13F-HR
2017 Q2	2017-08-14	13F-HR
2017 Q1	2017-05-15	13F-HR
2016 Q4	2017-02-13	13F-HR
2016 Q3	2016-11-10	13F-HR
2016 Q2	2016-08-09	13F-HR
2016 Q1	2016-04-27	13F-HR
2015 Q4	2016-02-16	13F-HR
2015 Q3	2015-11-12	13F-HR
2015 Q2	2015-08-03	13F-HR
2015 Q1	2015-05-13	13F-HR
2014 Q4	2015-02-06	13F-HR
2014 Q3	2014-10-23	13F-HR
2014 Q2	2014-07-28	13F-HR
2014 Q1	2014-05-09	13F-HR
2013 Q4	2014-02-13	13F-HR
2013 Q3	2013-11-14	13F-HR
2013 Q2	2013-08-14	13F-HR

FAQ

What is Sii Investments Inc/wi and what type of investor is it?

What are Sii Investments Inc/wi's largest equity positions?

Based on the latest 13F filing, Sii Investments Inc/wi's top holdings by market value are: 1. Ikena Oncology Inc — $0.0

What changes did Sii Investments Inc/wi make in its most recent portfolio filing?

What sectors does Sii Investments Inc/wi focus on?

Sector breakdown data is not yet available for Sii Investments Inc/wi. Check back after the next 13F processing cycle.

Investment Profile

Sii Investments Inc/wi's portfolio is broadly diversified and fast-trading.

Its turnover score has risen from 18 to 100 over the past 4 quarters — a shift toward more active trading.

Peer Institutions

Institutions with a similar AUM

Cowen And Company, LLC

CIK 0000048966

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Resource America, Inc.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing