News + Filings Key Docs Ownership
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Westfield Emerging Markets Small Cap Fund LP (TFI)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 11,540,898 | 3,020,286 | 532,727,875,000 | 0.05 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 10,173,522 | 7,348 | 469,609,781,000 | 0.05 | |
Hist
| 06/30/2023 |
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Wealthfront Advisers LLC
| 9,555,683 | -417,485 | 441,090,327,000 | 1.87 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 3,929,788 | 186,294 | 181,399,081,000 | 0.23 | |
Hist
| 06/30/2023 |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
| 3,037,355 | 1,940,472 | 140,204,321,000 | 3.93 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 1,556,415 | -109,275 | 72,871,365,000 | 0.06 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 1,001,479 | -3,177 | 46,228,281,000 | 0.02 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 938,411 | -80,486 | 43,317,052,000 | 0.01 | |
Hist
| 06/30/2023 |
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ASSETMARK, INC
| 827,673 | 213,801 | 38,205,386,000 | 0.15 | |
Hist
| 06/30/2023 |
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Financial Engines Advisors L.L.C.
| 812,492 | 15,903 | 37,504,653,000 | 0.10 | |
Hist
| 06/30/2023 |
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HBK Sorce Advisory LLC
| 445,258 | 5,476 | 20,553,110,000 | 0.87 | |
Hist
| 06/30/2023 |
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JFS WEALTH ADVISORS, LLC
| 384,917 | 223,373 | 17,767,764,000 | 1.60 | |
Hist
| 06/30/2023 |
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CX Institutional
| 384,072 | -2,750 | 17,521,347,000 | 1.06 | |
Hist
| 12/31/2022 |
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One Wealth Advisors, LLC
| 374,440 | 101,371 | 17,284,150,000 | 3.64 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 318,904 | -1,274 | 14,720,624,000 | 0.00 | |
Hist
| 06/30/2023 |
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STATE OF WISCONSIN INVESTMENT BOARD
| 285,800 | -108,000 | 13,192,528,000 | 0.04 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 281,765 | -2,674 | 13,006,278,000 | 0.02 | |
Hist
| 06/30/2023 |
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One Capital Management, LLC
| 264,711 | 2,636 | 12,219,059,000 | 0.55 | |
Hist
| 06/30/2023 |
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Revolve Wealth Partners, LLC
| 267,640 | 20,090 | 11,695,861,000 | 2.69 | |
Hist
| 09/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 243,447 | -18,998 | 11,106,095,000 | 0.01 | |
Hist
| 12/31/2022 |
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Allworth Financial LP
| 240,504 | 69,704 | 11,101,680,000 | 0.09 | |
Hist
| 06/30/2023 |
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CULLEN/FROST BANKERS, INC.
| 238,180 | -23,309 | 10,994,366,000 | 0.19 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 236,527 | 12,194 | 10,910,233,000 | | |
Hist
| 06/30/2023 |
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Wealthspire Advisors, LLC
| 231,046 | 8,445 | 10,817,560,000 | 0.19 | |
Hist
| 03/31/2023 |
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SRS Capital Advisors, Inc.
| 217,588 | 10,555 | 10,043,837,000 | 1.28 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 192,991 | 14,983 | 8,909,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Towercrest Capital Management
| 175,145 | 4,602 | 8,084,693,000 | 1.51 | |
Hist
| 06/30/2023 |
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Goodman Advisory Group, LLC
| 160,769 | -100,255 | 7,421,093,000 | 2.75 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 152,560 | -2,608 | 6,959,789,000 | 0.01 | |
Hist
| 12/31/2022 |
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Aquire Wealth Advisors, LLC
| 138,112 | -2,411 | 6,375,250,000 | 2.54 | |
Hist
| 06/30/2023 |
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Parcion Private Wealth LLC
| 126,065 | -371,849 | 5,902,359,000 | 0.62 | |
Hist
| 03/31/2023 |
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Cetera Investment Advisers
| 125,862 | -9,869 | 5,892,875,000 | 0.05 | |
Hist
| 03/31/2023 |
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WEALTHSOURCE PARTNERS, LLC
| 126,440 | 34,061 | 5,768,193,000 | 0.41 | |
Hist
| 12/31/2022 |
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Alliance Wealth Management Group
| 124,336 | -11,045 | 5,672,208,000 | 2.07 | |
Hist
| 12/31/2022 |
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IHT Wealth Management, LLC
| 120,185 | 98,745 | 5,627,083,000 | 0.32 | |
Hist
| 03/31/2023 |
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