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
3,201Priority Technology Holdings Inc 2611.2K $
3,202First Western Financial Inc 501.2K $
3,203Fidelity Covington Trust 221.2K $
3,204Natural Grocers by Vitamin Cottage Inc 471.2K $
3,205J P Morgan Exchange Traded Fund Trust 191.2K $
3,206Nerdy Inc 1,4821.2K $
3,207Skillsoft Corp 2821.2K $
3,208United Parks & Resorts Inc 371.2K $
3,209Target Hospitality Corp 1301.2K $
3,210Invesco Russell 2000 Dynamic Multifactor ETF 271.2K $
3,211SWK Holdings Corp. 701.2K $
3,212iShares Trust 251.2K $
3,213Kyverna Therapeutics Inc 1351.2K $
3,214PrimeEnergy Resources Corp 51.2K $
3,215Selectquote Inc 1,8171.1K $
3,216Claros Mortgage Trust Inc 4801.1K $
3,217Crexendo Inc 1851.1K $
3,218Grayscale Bitcoin Mini Trust E 381.1K $
3,219Clover Health Investments Corp 6461.1K $
3,220Aardvark Therapeutics Inc 3011.1K $
3,221Natural Gas Services Group Inc 301.1K $
3,222NL Industries Inc 1941.1K $
3,223JPMorgan BetaBuilders Canada E 121.1K $
3,224Global X E-commerce ETF 421.1K $
3,225Flexsteel Industries Inc 251.1K $
3,226Greene County Bancorp Inc 501.1K $
3,227L B Foster Co 401.1K $
3,228Princeton Bancorp Inc 331.1K $
3,229Octave Specialty Group Inc 2371.1K $
3,230Personalis Inc 1721.1K $
3,231Apartment Investment and Management Co 2691.1K $
3,232First Trust Cloud Computing ETF 101.1K $
3,233Hippo Holdings Inc 421.1K $
3,234WisdomTree Trust 221.1K $
3,235Rithm Property Trust Inc 811.1K $
3,236SIGA Technologies Inc 2021.1K $
3,237Ishares Inc 61.1K $
3,238Tucows Inc 631.1K $
3,239Clarus Corp 3971.1K $
3,240Kaltura Inc 8851.1K $
3,241Advantage Solutions Inc 511.1K $
3,242Aura Biosciences Inc 1611.1K $
3,243NextNRG Inc 2,6931.1K $
3,244NCR Voyix Corp 1691.1K $
3,245Inmune Bio Inc 9381.1K $
3,246Norwood Financial Corp 361.1K $
3,247Abacus Global Management Inc 1341.1K $
3,248Getty Images Holdings Inc 1,3281.1K $
3,249Avita Medical Inc 2841.1K $
3,250Ranpak Holdings Corp 2921K $
3,251Invesco KBW Bank ETF 131K $
3,252LCNB Corp 661K $
3,253Viant Technology Inc 911K $
3,254American Coastal Insurance Corp 901K $
3,255Tilray Brands Inc 1561K $
3,256Nathan's Famous Inc 101K $
3,257Forrester Research Inc 175990 $
3,258Mistras Group Inc 67990 $
3,259Acacia Research Corp 205986 $
3,260Treace Medical Concepts Inc 735985 $
3,261Ares Commercial Real Estate Corp 205984 $
3,262Sight Sciences Inc 261984 $
3,263MaxCyte Inc 1,395980 $
3,264Tejon Ranch Co 52980 $
3,265Plumas Bancorp 20977 $
3,266Loar Holdings Inc 17973 $
3,267PSQ Holdings Inc 1,822966 $
3,268Greif Inc 11964 $
3,269Acumen Pharmaceuticals Inc 407961 $
3,270Beauty Health Co/The 1,073956 $
3,271loanDepot Inc 671952 $
3,272Kingsway Financial Services Inc 91949 $
3,273ReposiTrak Inc 124942 $
3,274Senseonics Holdings Inc 141939 $
3,275Eton Pharmaceuticals Inc 38938 $
3,276Regional Management Corp 29937 $
3,277Riverview Bancorp Inc 170936 $
3,278abrdn Bloomberg All Commodity 26930 $
3,279AerSale Corp 149927 $
3,280Torrid Holdings Inc 520926 $
3,281Diversified Healthcare Trust 139923 $
3,282Sionna Therapeutics Inc 23922 $
3,283Agora Inc 260920 $
3,284Joint Corp/The 104920 $
3,285Agenus Inc 274915 $
3,286PIMCO FUNDS 18912 $
3,287Central Puerto SA 54909 $
3,288Accendra Health Inc 398907 $
3,289MarketWise Inc 48899 $
3,290Myomo Inc 1,327897 $
3,291Vitesse Energy Inc 49890 $
3,292LifeMD Inc 246888 $
3,293Neurogene Inc 44888 $
3,294Oruka Therapeutics Inc 18883 $
3,295Slide Insurance Holdings Inc 49882 $
3,296Wolfspeed Inc 54881 $
3,297ClearPoint Neuro Inc 96873 $
3,298Palvella Therapeutics Inc 7873 $
3,299Clearwater Paper Corp 60863 $
3,300Oportun Financial Corp 187862 $