Q1 2026 13F Detailed Holdings
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Location
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Tampa, FL
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Holdings as of
-
3/31/2026
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Value ($000)
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$66,170
-
Num holdings
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228
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Date filed
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4/30/2026
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Form type
-
13F-HR
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Next filing
-
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Note
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Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
Atria Investments, Inc |
028-14921 |
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
028-13411 |
| 3 |
MFS Institutional Advisors, Inc. |
028-13173 |
| 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
028-03128 |