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
3,101XOMA Royalty Corp 591.9K $
3,102John Marshall Bancorp Inc 911.8K $
3,103Liberty Live Holdings Inc 201.8K $
3,104QuidelOrtho Corp 1111.8K $
3,105Immuneering Corp 3451.8K $
3,106KKR Real Estate Finance Trust Inc 2971.8K $
3,107ALX Oncology Holdings Inc 9051.8K $
3,108Root Inc/OH 411.8K $
3,109Aclaris Therapeutics Inc 4771.8K $
3,110Invesco Mortgage Capital Inc 2211.8K $
3,111EW Scripps Co/The 4711.8K $
3,112Digimarc Corp 3561.7K $
3,113Jack in the Box Inc 1801.7K $
3,114Adeia Inc 721.7K $
3,115Bank7 Corp 431.7K $
3,116Vericel Corp 531.7K $
3,117Grupo Simec SAB de CV 581.7K $
3,118Willis Lease Finance Corp 101.7K $
3,119Flowco Holdings Inc 821.7K $
3,120AirJoule Technologies Corp 6711.7K $
3,121Benchmark Electronics Inc 301.7K $
3,122XPEL Inc 381.7K $
3,123Codexis Inc 1,0161.7K $
3,124Expensify Inc 1,9001.7K $
3,125RCI Hospitality Holdings Inc 721.6K $
3,126Septerna Inc 681.6K $
3,127Voyager Therapeutics Inc 4211.6K $
3,128Endava PLC 3671.6K $
3,129Medifast Inc 1591.6K $
3,130Sanara Medtech Inc 941.6K $
3,131Tarsus Pharmaceuticals Inc 231.6K $
3,132KinderCare Learning Cos Inc 7311.6K $
3,133Nexpoint Real Estate Finance Inc 1191.6K $
3,134NANO Nuclear Energy Inc 781.6K $
3,135Palladyne AI Corp 2631.6K $
3,136KalVista Pharmaceuticals Inc 791.6K $
3,137VanEck Steel ETF 171.6K $
3,138Arq, Inc. 6081.6K $
3,139Cartesian Therapeutics Inc 2531.6K $
3,140Agios Pharmaceuticals Inc 461.6K $
3,141Pennant Group Inc/The 511.6K $
3,142American Vanguard Corp 6241.6K $
3,143GAMESQUARE HOLDINGS INC 5,7501.6K $
3,144Ishares Inc 391.5K $
3,145First Bancorp Inc/The 551.5K $
3,146First Trust Exchange-Traded AlphaDEX Fund 121.5K $
3,147IperionX Ltd 591.5K $
3,148Assembly Biosciences Inc 551.5K $
3,149Core Scientific Inc 1021.5K $
3,150Anteris Technologies Global Corp 2741.5K $
3,151Coastal Financial Corp/WA 201.5K $
3,152Oscar Health Inc 1311.5K $
3,153Dakota Gold Corp 2971.5K $
3,154Direxion Shares ETF Trust 1231.5K $
3,155AngioDynamics Inc 1311.5K $
3,156Pioneer Bancorp Inc/NY 1071.5K $
3,157First Bank/Hamilton NJ 931.5K $
3,158Definitive Healthcare Corp 1,2041.5K $
3,159Park-Ohio Holdings Corp 611.5K $
3,160LENZ Therapeutics Inc 1601.5K $
3,161Stock Yards Bancorp Inc 221.5K $
3,162Net Power Inc 9281.4K $
3,163iShares China Large-Cap ETF 401.4K $
3,164BRC Inc 1,8291.4K $
3,165CNB Financial Corp/PA 491.4K $
3,166Thryv Holdings Inc 5121.4K $
3,167Lands' End Inc 1241.4K $
3,168MBIA Inc 2351.4K $
3,169MicroVision Inc 2,1611.4K $
3,170Daqo New Energy Corp 651.4K $
3,171Accel Entertainment Inc 1261.4K $
3,172DocGo Inc 2,1861.4K $
3,173PAR Technology Corp 1031.4K $
3,174Omeros Corp 1301.4K $
3,175Oil-Dri Corp of America 211.4K $
3,176Eagle Bancorp Montana Inc 661.4K $
3,177KULR Technology Group Inc 5671.3K $
3,178Impinj Inc 131.3K $
3,179AIRO Group Holdings Inc 1741.3K $
3,180Hyliion Holdings Corp 7511.3K $
3,181Global X Funds 771.3K $
3,182BV Financial Inc 681.3K $
3,183RideNow Group Inc 1841.3K $
3,184Virginia National Bankshares Corp 341.3K $
3,185eHealth Inc 1,0041.3K $
3,1863D Systems Corp 6881.3K $
3,187Aeva Technologies Inc 981.3K $
3,188FVCBankcorp Inc 851.3K $
3,189iShares Trust 241.3K $
3,190BARK Inc 2,5381.3K $
3,191Covenant Logistics Group Inc 471.3K $
3,192Enerpac Tool Group Corp 351.3K $
3,193OptimizeRx Corp 2031.3K $
3,194America's Car-Mart Inc/TX 1001.3K $
3,195CARDLYTICS INC 1,2081.3K $
3,196T1 Energy Inc 2881.3K $
3,197Smith & Wesson Brands Inc 881.3K $
3,198Extreme Networks Inc 831.3K $
3,199SMARTRENT INC 8321.2K $
3,200Voc Energy Trust 3601.2K $