Institutions Starting with &quot;S&quot; (1307 funds)

Syquant Capital Sas

CIK 0001766392

Total reported value

$447.2M

38 stks

2026-06-30

Concentration68.9

Portfolio Stability66.3

Stokes Capital Advisors, LLC

CIK 0001734460

Total reported value

$446.0M

161 stks

2026-03-31

Concentration8.3

Portfolio Stability25.3

Sector conviction50.1

Sand Grove Capital Management LLP

CIK 0001665077

Total reported value

$444.2M

19 stks

2026-03-31

Concentration26.4

Sector conviction48.2

SailingStone Capital Partners LLC

CIK 0001608904

Total reported value

$440.3M

17 stks

2026-03-31

Concentration48.7

Portfolio Stability26.0

Speece Thorson Capital Group INC

CIK 0000900169

Total reported value

$439.0M

38 stks

2026-03-31

Concentration11.7

Portfolio Stability23.9

SAIF Advisors Ltd

CIK 0001697159

Total reported value

$437.6M

3 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Strategic Investment Solutions, Inc. /IL

CIK 0001960144

Total reported value

$437.3M

8,449 stks

2026-06-30

Concentration14.4

Portfolio Stability18.1

Sector conviction85.6

Siemens Pension Trust E V

CIK 0001209767

Total reported value

$437.0M

1 stks

2026-03-31

Portfolio Stability35.9

Seafarer Capital Partners, LLC

CIK 0001697721

Total reported value

$435.8M

9 stks

2026-03-31

Concentration68.4

Portfolio Stability12.4

Summit Wealth Group, LLC

CIK 0001802865

Total reported value

$435.8M

126 stks

2026-03-31

Concentration20.1

Portfolio Stability6.0

Sector conviction95.9

Stewardship Advisors, LLC

CIK 0001733219

Total reported value

$435.3M

168 stks

2026-03-31

Concentration17.0

Portfolio Stability22.6

Sector conviction69.2

Seven Springs Wealth Group, LLC

CIK 0001803898

Total reported value

$432.5M

81 stks

2026-03-31

Concentration33.2

Portfolio Stability29.9

Sector conviction71.6

Security National Trust Co

CIK 0001158274

Total reported value

$431.6M

567 stks

2021-09-30

Stale — no recent filing

Concentration6.7

Sector conviction54.2

SG Trading Solutions, LLC

CIK 0002112709

Total reported value

$430.8M

211 stks

2025-12-31

Stale — no recent filing

Concentration9.7

Sector conviction69.3

Sector Gamma As

CIK 0001475373

Total reported value

$423.5M

42 stks

2026-03-31

Concentration17.8

Portfolio Stability42.2

Shakespeare Wealth Management, LLC

CIK 0001658509

Total reported value

$422.3M

100 stks

2026-03-31

Concentration25.7

Portfolio Stability16.4

Sector conviction57.1

Susquehanna International Securities, Ltd.

CIK 0001765923

Total reported value

$422.0M

50 stks

2024-09-30

Stale — no recent filing

Sands Capital Alternatives, LLC

CIK 0001846444

Total reported value

$421.2M

21 stks

2026-03-31

Concentration48.6

Portfolio Stability51.9

Sanford Advisory Services, LLC

CIK 0001932496

Total reported value

$419.9M

119 stks

2022-12-31

Stale — no recent filing

Concentration16.9

Sector conviction97.0

Summit Wealth & Retirement Planning, INC.

CIK 0001766995

Total reported value

$419.1M

108 stks

2026-03-31

Concentration24.6

Portfolio Stability11.5

Sector conviction56.8

Sunflower Bank, N.A.

CIK 0001818759

Total reported value

$418.3M

226 stks

2026-06-30

Concentration24.6

Portfolio Stability13.6

Sector conviction55.6

Spruce Street Capital LP

CIK 0002050194

Total reported value

$415.9M

28 stks

2026-03-31

Concentration22.1

Portfolio Stability90.4

Stevens Capital Partners

CIK 0001965176

Total reported value

$415.9M

166 stks

2026-03-31

Concentration17.6

Portfolio Stability22.1

Sector conviction58.4

Signature Financial Management, Inc.

CIK 0001542162

Total reported value

$415.7M

126 stks

2018-12-31

Stale — no recent filing

Concentration32.7

Portfolio Stability53.2

Sector conviction76.1

Syverson Strege & Co

CIK 0001682057

Total reported value

$415.6M

169 stks

2026-03-31

Concentration51.5

Portfolio Stability6.8

Sector conviction46.3

Serenity Capital Management Pte. LTD.

CIK 0001934957

Total reported value

$414.4M

10 stks

2026-03-31

Concentration63.6

Portfolio Stability27.3

Sequent Planning LLC

CIK 0002009724

Total reported value

$413.6M

242 stks

2026-03-31

Concentration8.0

Portfolio Stability12.4

Sector conviction56.3

Square Wave Capital, LLC

CIK 0002077145

Total reported value

$413.4M

12 stks

2026-03-31

Concentration46.6

Portfolio Stability82.9

Sector conviction67.7

Standpoint Asset Management, LLC

CIK 0001780423

Total reported value

$412.3M

8 stks

2026-03-31

Concentration53.9

Portfolio Stability6.0

Sollinda Capital Management LLC

CIK 0002012034

Total reported value

$411.5M

76 stks

2026-03-31

Concentration34.6

Portfolio Stability39.6

Sector conviction94.6

SignalPoint Asset Management, LLC

CIK 0001566414

Total reported value

$410.7M

253 stks

2024-12-31

Stale — no recent filing

Concentration16.3

Sector conviction76.7

Strategic Financial Concepts, LLC

CIK 0001870686

Total reported value

$405.5M

298 stks

2026-03-31

Concentration4.8

Sector conviction54.4

SWS Partners

CIK 0001731731

Total reported value

$405.4M

112 stks

2026-03-31

Concentration9.3

Portfolio Stability13.9

Sector conviction57.9

Steamboat Capital Partners, LLC

CIK 0001635663

Total reported value

$402.5M

56 stks

2026-03-31

Concentration9.6

Portfolio Stability48.8

Sector conviction40.8

Strengthening Families & Communities, LLC

CIK 0001921196

Total reported value

$400.8M

589 stks

2026-03-31

Concentration5.2

Portfolio Stability73.3

Sector conviction52.9

Searle & Co.

CIK 0000710127

Total reported value

$397.7M

194 stks

2026-03-31

Concentration7.0

Portfolio Stability18.7

Sector conviction41.6

Singapore Technologies Telemedia Pte Ltd

CIK 0001219573

Total reported value

$396.3M

1 stks

2026-03-31

Portfolio Stability14.3

Starr Indemnity & Liability Co

CIK 0001640521

Total reported value

$393.5M

4 stks

2026-03-31

Portfolio Stability11.1

Snider Financial Group

CIK 0001820681

Total reported value

$392.8M

103 stks

2026-06-30

Concentration16.1

Portfolio Stability29.4

Sector conviction72.2

Schusterman Interests, LLC

CIK 0001857024

Total reported value

$391.3M

9 stks

2026-03-31

Portfolio Stability18.0

Sicart Associates LLC

CIK 0001696494

Total reported value

$389.3M

74 stks

2026-03-31

Concentration15.2

Portfolio Stability14.7

Sector conviction60.6

Semmax Financial Advisors Inc.

CIK 0001767301

Total reported value

$388.2M

431 stks

2025-06-30

Stale — no recent filing

Concentration5.2

Sector conviction48.6

Siena Capital Partners GP, LLC

CIK 0001694886

Total reported value

$385.5M

100 stks

2026-03-31

Concentration6.0

Portfolio Stability13.7

Stonnington Group, LLC

CIK 0001325261

Total reported value

$384.1M

234 stks

2023-03-31

Stale — no recent filing

Concentration7.5

Sector conviction52.3

Science & Technology Partners, L.P.

CIK 0002029433

Total reported value

$382.2M

43 stks

2026-03-31

Concentration16.0

Southside Capital, LLC

CIK 0001732093

Total reported value

$381.9M

70 stks

2019-12-31

Stale — no recent filing

Concentration9.9

Portfolio Stability51.7

Strategic Family Wealth Counselors, L.L.C.

CIK 0001729755

Total reported value

$380.7M

163 stks

2026-03-31

Concentration7.7

Portfolio Stability20.3

Sector conviction60.4

ShankerValleau Wealth Advisors, Inc.

CIK 0001903273

Total reported value

$379.6M

40 stks

2026-06-30

Concentration47.4

Portfolio Stability7.3

Somerville Kurt F

CIK 0001215208

Total reported value

$379.1M

402 stks

2026-03-31

Concentration11.8

Portfolio Stability46.8

Sector conviction53.9

Shilanski & Associates, Inc.

CIK 0001722084

Total reported value

$376.3M

109 stks

2025-09-30

Stale — no recent filing

Concentration14.1

Portfolio Stability35.3

Sector conviction68.4

St. Clair Advisors, LLC

CIK 0002056292

Total reported value

$375.8M

82 stks

2026-03-31

Concentration45.4

Portfolio Stability21.2

Sector conviction75.4

Straight Path Wealth Management

CIK 0001902506

Total reported value

$374.4M

129 stks

2026-03-31

Concentration30.0

Portfolio Stability10.5

Stillwater Investment Management, LLC

CIK 0001478775

Total reported value

$372.0M

82 stks

2023-03-31

Stale — no recent filing

Concentration36.9

Sector conviction44.2

Solus Alternative Asset Management LP

CIK 0001407737

Total reported value

$371.9M

10 stks

2026-03-31

Concentration77.4

Portfolio Stability23.1

Saybrook Capital /nc

CIK 0001044924

Total reported value

$371.4M

42 stks

2026-03-31

Concentration30.4

Portfolio Stability10.5

Sector conviction59.5

Surevest, LLC

CIK 0001593842

Total reported value

$367.6M

528 stks

2022-09-30

Stale — no recent filing

Concentration5.7

Sector conviction44.2

Strata Wealth Advisors, LLC

CIK 0001946237

Total reported value

$364.7M

87 stks

2026-03-31

Concentration30.3

Portfolio Stability14.8

Sector conviction91.5

Sterling Wealth Management, Inc.

CIK 0002011149

Total reported value

$364.3M

112 stks

2026-03-31

Concentration17.9

Portfolio Stability7.5

Sector conviction47.6

Safeguard Investment Advisory Group, LLC

CIK 0001846711

Total reported value

$362.0M

143 stks

2026-03-31

Concentration36.4

Portfolio Stability14.2

Sector conviction65.8

SK Wealth Management, LLC

CIK 0001867958

Total reported value

$360.5M

77 stks

2026-03-31

Concentration26.8

Portfolio Stability10.7

Sector conviction91.4

Squire Investment Management Company, LLC

CIK 0002031291

Total reported value

$359.8M

76 stks

2026-03-31

Concentration24.4

Portfolio Stability9.8

Stone Summit Wealth LLC

CIK 0001908192

Total reported value

$359.3M

142 stks

2026-03-31

Concentration8.9

Portfolio Stability12.5

Sector conviction66.4

Scale Management, LLC

CIK 0001424874

Total reported value

$359.2M

3 stks

2020-12-31

Stale — no recent filing

Symmetry Peak Management LLC

CIK 0001389234

Total reported value

$358.6M

90 stks

2026-03-31

Concentration53.7

Portfolio Stability81.6

Southern Financial Group, LLC

CIK 0002140714

Total reported value

$358.0M

91 stks

2026-03-31

Concentration48.2

Portfolio Stability4.9

Sector conviction67.9

Sterling Investment Counsel, LLC

CIK 0001925853

Total reported value

$356.9M

196 stks

2026-03-31

Concentration14.3

Portfolio Stability17.1

Sector conviction58.0

Sandbox Financial Partners, LLC

CIK 0001844892

Total reported value

$355.6M

117 stks

2026-03-31

Concentration16.2

Portfolio Stability14.7

Seaside Wealth Management, Inc.

CIK 0001929977

Total reported value

$355.6M

65 stks

2026-03-31

Concentration61.4

Portfolio Stability4.1

Sector conviction81.4

Supplemental Annuity Collective Trust of NJ

CIK 0001483065

Total reported value

$354.9M

297 stks

2026-03-31

Concentration8.9

Portfolio Stability68.5

Sector conviction53.4

Strathmore Capital Advisors, Inc.

CIK 0002021703

Total reported value

$353.8M

138 stks

2026-03-31

Concentration31.3

Portfolio Stability17.5

Sector conviction76.0

Somerset Trust Co

CIK 0001597099

Total reported value

$353.6M

232 stks

2026-06-30

Concentration6.5

Portfolio Stability17.8

Sector conviction44.6

Stolper Co

CIK 0001808195

Total reported value

$352.5M

96 stks

2026-03-31

Concentration9.2

Portfolio Stability67.4

Sector conviction46.9

Shelter Haven Capital Management, L.P.

CIK 0001757975

Total reported value

$351.3M

11 stks

2021-12-31

Stale — no recent filing

Concentration64.1

Spider Management Company, LLC

CIK 0001791621

Total reported value

$350.6M

5 stks

2026-03-31

Portfolio Stability44.0

Steph & Co

CIK 0000941519

Total reported value

$350.5M

301 stks

2026-03-31

Concentration32.5

Portfolio Stability11.3

Sector conviction51.6

Swmg, LLC

CIK 0001839255

Total reported value

$350.2M

120 stks

2026-03-31

Concentration24.7

Portfolio Stability25.2

Srh Advisors, LLC

CIK 0001512779

Total reported value

$349.5M

278 stks

2026-03-31

Portfolio Stability5.3

Seascape Capital Management

CIK 0001418342

Total reported value

$347.3M

91 stks

2026-03-31

Concentration12.8

Portfolio Stability14.3

Sector conviction61.9

Shikiar Asset Management INC

CIK 0001058022

Total reported value

$346.8M

104 stks

2026-03-31

Concentration22.7

Portfolio Stability28.9

S.E.E.D. Planning Group LLC

CIK 0001765515

Total reported value

$344.3M

89 stks

2026-03-31

Concentration11.4

Portfolio Stability35.9

Sector conviction38.1

Smart Money Group LLC

CIK 0001728866

Total reported value

$343.7M

84 stks

2026-03-31

Portfolio Stability7.3

Sector conviction42.1

SS&H Financial Advisors, Inc.

CIK 0001911735

Total reported value

$342.7M

125 stks

2025-12-31

Stale — no recent filing

Concentration12.6

Portfolio Stability11.1

Sector conviction62.2

Slotnik Capital, LLC

CIK 0001963764

Total reported value

$341.9M

27 stks

2026-03-31

Concentration28.0

Sector conviction53.9

SMART Wealth LLC

CIK 0002044723

Total reported value

$341.5M

207 stks

2026-03-31

Concentration4.9

Portfolio Stability39.7

Sector conviction98.6

Seneca Financial Advisors LLC

CIK 0002082922

Total reported value

$341.3M

64 stks

2026-03-31

Concentration22.3

Portfolio Stability6.8

Sector conviction77.9

Sweeney & Michel, LLC

CIK 0001979556

Total reported value

$340.1M

145 stks

2026-03-31

Concentration14.0

Portfolio Stability3.9

Sector conviction56.5

Sophron Capital Management L.P.

CIK 0002027142

Total reported value

$339.4M

41 stks

2026-03-31

Concentration13.8

Portfolio Stability43.6

Silverleafe Capital Partners, LLC

CIK 0001535611

Total reported value

$338.6M

103 stks

2026-03-31

Concentration17.6

Portfolio Stability50.5

Sector conviction75.0

Source Financial Advisors LLC

CIK 0001830954

Total reported value

$338.5M

167 stks

2024-09-30

Stale — no recent filing

Concentration23.9

Sector conviction85.0

Solitude Financial Services

CIK 0001839890

Total reported value

$338.1M

39 stks

2026-03-31

Concentration45.0

Portfolio Stability12.1

Selective Wealth Management, Inc.

CIK 0001755670

Total reported value

$337.5M

120 stks

2026-03-31

Concentration44.7

Portfolio Stability16.2

Sterling Financial Planning, Inc.

CIK 0001844278

Total reported value

$337.3M

117 stks

2026-03-31

Concentration12.1

Portfolio Stability5.7

Sector conviction42.3

Shayne & Jacobs, LLC

CIK 0001484085

Total reported value

$337.2M

129 stks

2026-06-30

Concentration32.2

Portfolio Stability12.5

Sector conviction44.3

Shoker Investment Counsel, Inc.

CIK 0001599623

Total reported value

$336.8M

109 stks

2026-03-31

Concentration17.1

Portfolio Stability9.6

Sector conviction48.6

Schiavi & Co LLC

CIK 0001840014

Total reported value

$336.8M

51 stks

2026-03-31

Concentration86.7

Portfolio Stability8.9

Sector conviction49.3

Sanofi

CIK 0001121404

Total reported value

$336.0M

9 stks

2026-03-31

Concentration80.4

Portfolio Stability24.4

Sandy Cove Advisors, LLC

CIK 0001908217

Total reported value

$334.1M

144 stks

2026-03-31

Concentration14.9

Portfolio Stability9.2

Sector conviction63.6

Susquehanna Foundation

CIK 0001728195

Total reported value

$332.8M

4 stks

2024-09-30

Stale — no recent filing

Sara-Bay Financial

CIK 0001816444

Total reported value

$332.5M

81 stks

2026-03-31

Concentration39.7

Portfolio Stability29.5

Sector conviction91.6

Sensible Money, LLC

CIK 0001965229

Total reported value

$328.7M

86 stks

2026-03-31

Concentration54.7

Portfolio Stability9.7

Sector conviction77.2

Sava Penzisko Drushtvo A.d. Skopje

CIK 0002094371

Total reported value

$327.5M

26 stks

2026-03-31

Concentration22.5

Portfolio Stability13.7

Sector conviction62.6

Stiles Financial Services Inc

CIK 0001904832

Total reported value

$327.2M

177 stks

2026-03-31

Concentration7.5

Portfolio Stability14.9

Sector conviction75.3

Snow Phipps Group, LLC

CIK 0001698661

Total reported value

$325.9M

2 stks

2026-06-30

Portfolio Stability2.6

Sage Financial Management Group, Inc.

CIK 0001762086

Total reported value

$325.4M

57 stks

2026-03-31

Concentration32.7

Portfolio Stability5.1

Sector conviction59.7

Sonoma Allocations LLC

CIK 0002084965

Total reported value

$321.8M

118 stks

2026-06-30

Concentration24.0

Portfolio Stability77.7

Santori & Peters, Inc.

CIK 0001730959

Total reported value

$321.3M

79 stks

2026-03-31

Portfolio Stability11.3

Strategic Capital Group LLC

CIK 0001536037

Total reported value

$320.5M

263 stks

2014-06-30

Stale — no recent filing

Concentration5.2

Portfolio Stability46.5

Sector conviction50.0

Select Asset Management & Trust

CIK 0001600636

Total reported value

$320.2M

93 stks

2026-03-31

Concentration58.1

Portfolio Stability29.1

Sector conviction53.7

Stephens Greth Foundation

CIK 0002107267

Total reported value

$320.0M

4 stks

2026-03-31

Portfolio Stability59.1

Sagewood Asset Management LP

CIK 0001693636

Total reported value

$319.2M

337 stks

2026-03-31

Concentration7.8

Portfolio Stability30.0

Sector conviction44.8

SAM Advisors, LLC

CIK 0001600944

Total reported value

$319.0M

47 stks

2026-03-31

Concentration57.8

Portfolio Stability7.7

Sector conviction58.5

Storen Legacy Partners, LLC

CIK 0002116061

Total reported value

$319.0M

102 stks

2026-03-31

Concentration11.4

Sector conviction84.8

Sound View Wealth Advisors, LLC

CIK 0001767243

Total reported value

$319.0M

248 stks

2019-03-31

Stale — no recent filing

Concentration4.2

Portfolio Stability17.3

Sector conviction44.9

Solari Capital Management, LLC

CIK 0002006967

Total reported value

$317.6M

1 stks

2025-09-30

Stale — no recent filing

Sterling Financial Group, Inc.

CIK 0001991301

Total reported value

$315.5M

73 stks

2025-09-30

Stale — no recent filing

Concentration27.7

Portfolio Stability75.7

Seven Fleet Capital Management LP

CIK 0002092021

Total reported value

$315.1M

114 stks

2026-03-31

Concentration42.0

Spectrum Asset Management, Inc. (NB/CA)

CIK 0001632078

Total reported value

$314.8M

121 stks

2026-03-31

Concentration13.2

Portfolio Stability43.5

Sector conviction64.4

Steward Financial Group LLC

CIK 0001906349

Total reported value

$314.6M

1,629 stks

2023-09-30

Stale — no recent filing

Concentration58.4

Sector conviction43.1

Sentry LLC

CIK 0002004474

Total reported value

$314.3M

118 stks

2026-03-31

Concentration68.3

Portfolio Stability21.3

Silver Coast Investments LLC

CIK 0002012033

Total reported value

$313.4M

119 stks

2026-03-31

Concentration20.1

Portfolio Stability12.7

Sector conviction69.1

StoneCrest Wealth Management, Inc.

CIK 0002008409

Total reported value

$313.0M

73 stks

2026-06-30

Concentration11.1

Portfolio Stability44.9

StrongBox Wealth, LLC

CIK 0001812155

Total reported value

$312.5M

95 stks

2026-03-31

Concentration11.8

Portfolio Stability14.8

Sector conviction38.4

Seven Post Investment Office LP

CIK 0001554308

Total reported value

$309.5M

36 stks

2026-03-31

Concentration44.5

Portfolio Stability18.2

Stephens Consulting, LLC

CIK 0001961632

Total reported value

$309.4M

476 stks

2025-12-31

Stale — no recent filing

Concentration35.3

Portfolio Stability11.9

Sector conviction80.5

Symphony Asset Management LLC

CIK 0001030815

Total reported value

$309.4M

41 stks

2020-06-30

Stale — no recent filing

Concentration17.6

Synergy Investment Management, LLC

CIK 0002053786

Total reported value

$305.7M

2,562 stks

2026-03-31

Concentration10.5

Portfolio Stability29.4

Sector conviction50.6

Sunpointe, LLC

CIK 0002012181

Total reported value

$305.3M

266 stks

2026-03-31

Concentration5.8

Portfolio Stability24.6

Sector conviction72.3

Slagle Financial, LLC

CIK 0001984918

Total reported value

$302.7M

121 stks

2026-03-31

Concentration7.4

Portfolio Stability14.4

Sector conviction46.6

Syntrinsic LLC

CIK 0002012611

Total reported value

$300.6M

79 stks

2024-09-30

Stale — no recent filing

Concentration57.8

Sykon Capital LLC

CIK 0001988408

Total reported value

$300.0M

88 stks

2026-03-31

Concentration20.7

Portfolio Stability98.2

Sector conviction84.3

Sunflower Bank, NA Wealth Management

CIK 0001478417

Total reported value

$298.6M

172 stks

2020-09-30

Stale — no recent filing

Concentration36.2

Portfolio Stability16.5

Sector conviction72.5

Sustainable Insight Capital Management, LLC

CIK 0001580677

Total reported value

$297.7M

86 stks

2026-03-31

Concentration15.7

Portfolio Stability42.6

Sector conviction67.6

SVF Sponsor III (DE) LLC

CIK 0001838428

Total reported value

$297.4M

1 stks

2026-03-31

Portfolio Stability11.2

Skaana Management L.P.

CIK 0001860998

Total reported value

$295.7M

158 stks

2026-03-31

Concentration21.9

Portfolio Stability93.4

Sector conviction58.4

Shine Investment Advisory Services INC

CIK 0001002912

Total reported value

$295.1M

747 stks

2020-09-30

Stale — no recent filing

Concentration18.5

Portfolio Stability15.5

Sector conviction72.3

Selkirk Management LLC

CIK 0001565432

Total reported value

$294.2M

11 stks

2026-03-31

Concentration84.2

Portfolio Stability26.0

Stonehearth Capital Management, LLC

CIK 0001550191

Total reported value

$293.1M

94 stks

2026-06-30

Concentration25.6

Portfolio Stability35.5

Sector conviction52.8

Sharper & Granite LLC

CIK 0001959415

Total reported value

$292.7M

107 stks

2026-03-31

Concentration8.3

Portfolio Stability10.6

Saxon Interests, INC.

CIK 0001905867

Total reported value

$290.2M

224 stks

2026-03-31

Concentration6.9

Portfolio Stability23.1

Sector conviction60.1

Stableford Capital Ii LLC

CIK 0001842089

Total reported value

$288.7M

147 stks

2026-06-30

Concentration9.3

Portfolio Stability36.6

Sector conviction40.5

Stewardship Financial Advisors, LLC

CIK 0001740729

Total reported value

$287.7M

95 stks

2021-03-31

Stale — no recent filing

Concentration33.9

Portfolio Stability9.8

Sector conviction55.1

Shaker Financial Services, LLC

CIK 0001511794

Total reported value

$286.9M

145 stks

2026-03-31

Concentration5.4

Portfolio Stability53.7

Skyline Advisors, Inc.

CIK 0001843832

Total reported value

$286.6M

120 stks

2026-03-31

Concentration14.7

Portfolio Stability48.1

Shira Ridge Wealth Management

CIK 0001961210

Total reported value

$286.6M

83 stks

2026-06-30

Concentration23.6

Portfolio Stability20.1

Sector conviction90.2

Sinvest Investments II Ltd.

CIK 0002096569

Total reported value

$285.8M

1 stks

2026-03-31

Portfolio Stability31.0

Selby Wealth Management, LLC

CIK 0002110725

Total reported value

$282.1M

83 stks

2026-06-30

Concentration11.8

Portfolio Stability12.9

Samalin Investment Counsel, LLC

CIK 0001544366

Total reported value

$282.0M

319 stks

2026-03-31

Concentration3.2

Portfolio Stability21.6

Sector conviction60.7

Summit Financial Group, Inc.

CIK 0000811808

Total reported value

$281.3M

258 stks

2024-03-31

Stale — no recent filing

Concentration5.6

Sector conviction40.9

SoundView Advisors Inc.

CIK 0002054083

Total reported value

$281.0M

31 stks

2026-03-31

Concentration49.5

Portfolio Stability25.4