Titelia

Holdings of EverSource Wealth Advisors, LLC

3721 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 26.2 % of the equity sleeve

Sector breakdown

  • Technology 11.8 %
  • Financials 5.8 %
  • Consumer discretionary 4.2 %
  • Funds 3.4 %
  • Communication 3.1 %
  • Industrials 2.4 %
  • Health care 2.2 %
  • Energy 1.8 %
  • Consumer staples 1.4 %
  • Utilities 0.8 %
  • Materials 0.5 %
  • Real estate 0.3 %
  • Unattributed 62.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.2 %
  • NL 0.7 %
  • GB 0.2 %
  • TW 0.2 %
  • KR 0.1 %
  • JP 0.1 %
  • ES 0.1 %
  • KY 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • ZA 0.0 %
  • MX 0.0 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3,5262.8B $98.17 %
2NL620.9M $0.73 %
3GB246.5M $0.23 %
4TW45.9M $0.21 %
5KR83.4M $0.12 %
6JP62.8M $0.10 %
7ES32.4M $0.08 %
8KY401.3M $0.05 %
9IN51.1M $0.04 %
10BR191.1M $0.04 %
11ZA5694.9K $0.02 %
12MX11650.3K $0.02 %

Positions

RankCompanySharesValueWeight
2,901Tiptree Inc 2073.5K $
2,902Via Transportation Inc 2323.5K $
2,903PureCycle Technologies Inc 6683.5K $
2,904iShares Preferred and Income S 1143.5K $
2,905Blaize Holdings Inc 1,9043.5K $
2,906Ooma Inc 2383.5K $
2,907ZAI LAB LTD 1843.5K $
2,908Lifetime Brands Inc 6023.5K $
2,909BlackSky Technology Inc 1373.4K $
2,910Rapid7 Inc 6253.4K $
2,911Eve Holding Inc 1,3863.4K $
2,912TSS INC 2643.4K $
2,913Grid Dynamics Holdings Inc 5983.4K $
2,914Resolute Holdings Management Inc 213.4K $
2,915Triumph Financial Inc 573.4K $
2,916CORPORACION INMOBILIARIA VESTA SAB DE CV 1023.4K $
2,917Aviat Networks Inc 1503.4K $
2,918Inventiva SACA 6043.4K $
2,919Calumet Inc 933.3K $
2,920Movado Group Inc 1363.3K $
2,921Vanguard FTSE Europe ETF 403.3K $
2,922Ready Capital Corp 2,0393.3K $
2,923Repligen Corp 283.3K $
2,924UFP Technologies Inc 173.3K $
2,925Service Properties Trust 2,4173.3K $
2,926Annexon Inc 5913.3K $
2,927Shake Shack Inc 373.3K $
2,928Lindblad Expeditions Holdings Inc 1893.3K $
2,929First Advantage Corp 2783.3K $
2,930Franklin Covey Co 2073.3K $
2,931Sunococorp LLC 533.3K $
2,932Hudson Technologies Inc 5543.3K $
2,933Manitowoc Co Inc/The 2763.2K $
2,934Figure Technology Solutions Inc 943.2K $
2,935IDT Corp 653.2K $
2,936Flotek Industries Inc 1883.2K $
2,937Atkore Inc 543.2K $
2,938Cooper-Standard Holdings Inc 1143.2K $
2,939Blend Labs Inc 1,8673.2K $
2,940Republic Bancorp Inc/KY 453.2K $
2,941Conduent Inc 2,4703.2K $
2,942Niagen Bioscience Inc 7133.1K $
2,943Fulcrum Therapeutics Inc 4093.1K $
2,944Innovator US Equity Accelerated 9 Buffer ETF - January 1003.1K $
2,945Silvaco Group Inc 4403.1K $
2,946Amalgamated Financial Corp 803.1K $
2,947Hooker Furnishings Corp 2413.1K $
2,948Xperi Inc 5533.1K $
2,949Beazer Homes USA Inc 1613.1K $
2,950FrontView REIT Inc 1983.1K $
2,951MannKind Corp 1,2473.1K $
2,952Array Technologies Inc 4213K $
2,953Domo Inc 9833K $
2,954Dream Finders Homes Inc 2163K $
2,955Xencor Inc 2493K $
2,956Westrock Coffee Co 7053K $
2,957Gorman-Rupp Co/The 483K $
2,958Thermon Group Holdings Inc 593K $
2,959BioAge Labs Inc 1693K $
2,960First Community Bankshares Inc 712.9K $
2,961Proficient Auto Logistics Inc 4312.9K $
2,962PGIM ETF Trust 842.9K $
2,963Ginkgo Bioworks Holdings Inc 4742.9K $
2,964Solid Power Inc 9662.9K $
2,965Novavax Inc 3532.9K $
2,966Hain Celestial Group Inc/The 4,1102.9K $
2,967PENNANTPARK INVESTMENT CORPORATION 6392.9K $
2,968Ridgepost Capital Inc 3922.8K $
2,969State Street SPDR S&P Emerging Markets Small Cap ETF 432.8K $
2,970Shoe Carnival Inc 1822.8K $
2,971Capital Bancorp Inc 952.8K $
2,972Sinclair Inc 2172.8K $
2,973Mach Natural Resources LP 2002.8K $
2,974Eledon Pharmaceuticals Inc 9062.8K $
2,975First Trust Exchange-Traded Fund VIII 622.8K $
2,976ON24 Inc 3432.8K $
2,977Rumble Inc 5412.8K $
2,978Artivion Inc 752.7K $
2,979Funko Inc 8702.7K $
2,980Designer Brands Inc 4792.7K $
2,981Ethan Allen Interiors Inc 1222.7K $
2,982STAAR Surgical Co 1452.7K $
2,983Opera Ltd 1902.7K $
2,984BLACKROCK TCP CAPITAL CORP 7502.7K $
2,985Evolv Technologies Holdings Inc 4472.7K $
2,986Transportadora de Gas del Sur SA 782.7K $
2,987Principal U.S. Small-Cap ETF 472.7K $
2,988indie Semiconductor Inc 8362.7K $
2,989Oak Valley Bancorp 832.7K $
2,990Atomera Inc 7052.7K $
2,991Ducommun Inc 222.7K $
2,992LendingClub Corp 1872.7K $
2,993Cricut Inc 7142.7K $
2,994Upstart Holdings Inc 1042.7K $
2,995Avantis Core Fixed Income ETF 642.7K $
2,996PIMCO Municipal Income Fund II 3502.7K $
2,997Central Garden & Pet Co 722.6K $
2,998DXC Technology Co 2102.6K $
2,999Keros Therapeutics Inc 2362.6K $
3,000Esperion Therapeutics Inc 9472.6K $