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
3,001SoundThinking Inc 3922.6K $
3,002Hingham Institution For Savings The 92.6K $
3,003First Foundation Inc 4342.6K $
3,004EverCommerce Inc 2232.5K $
3,005QXO Inc 1312.5K $
3,006BigBear.ai Holdings Inc 7222.5K $
3,007Ocular Therapeutix Inc 2992.5K $
3,008Verastem Inc 4772.5K $
3,009Farmland Partners Inc 2252.5K $
3,010Prairie Operating Co 1,2432.5K $
3,011RH INC 182.5K $
3,012Ames National Corp 892.5K $
3,013Oxford Industries Inc 652.5K $
3,014GeneDx Holdings Corp 392.5K $
3,015CVRx Inc 2622.5K $
3,016Firefly Aerospace Inc 872.5K $
3,017Rocky Brands Inc 642.5K $
3,018Parke Bancorp Inc 872.5K $
3,019Byrna Technologies Inc 2672.5K $
3,020Village Super Market Inc 582.5K $
3,021Humacyte Inc 4,0332.4K $
3,022Dianthus Therapeutics Inc 292.4K $
3,023iShares Trust 522.4K $
3,024Embecta Corp 2722.4K $
3,025Fidelity Covington Trust 652.4K $
3,026Mesoblast Ltd. 1562.4K $
3,027PC Connection Inc 412.4K $
3,028New Mountain Finance Corp 3082.4K $
3,029iShares Trust 472.4K $
3,030Five Star Bancorp 632.4K $
3,031Entravision Communications Corp 8002.4K $
3,032Capital Group Core Bond ETF 902.4K $
3,033Shenandoah Telecommunications Co 1532.4K $
3,034Certara Inc 4132.4K $
3,035Viridian Therapeutics Inc 1202.3K $
3,036Kimball Electronics Inc 992.3K $
3,037Harrow Inc 662.3K $
3,038ChipMOS Technologies Inc 652.3K $
3,039Sprout Social Inc 4082.3K $
3,040Maravai LifeSciences Holdings Inc 8202.3K $
3,041Community West Bancshares 992.3K $
3,042Puma Biotechnology Inc 3602.3K $
3,043Community Health Systems Inc 7812.3K $
3,044iShares Future AI & Tech ETF 492.3K $
3,045Benitec Biopharma Inc 2132.3K $
3,046Ocugen Inc 1,2502.3K $
3,047Cracker Barrel Old Country Store Inc 802.3K $
3,048Hackett Group Inc/The 1722.2K $
3,049PennyMac Mortgage Investment Trust 1912.2K $
3,050WisdomTree Trust 142.2K $
3,051Goldman Sachs BDC, Inc. 2502.2K $
3,052iRadimed Corp 232.2K $
3,053Metrocity Bankshares Inc 772.2K $
3,054General American Investors Company, Inc. 362.2K $
3,055KNOW LABS INC 5,5832.2K $
3,056ECO WAVE POWER GLOBAL AB 3412.1K $
3,057GLOBAL X FUNDS 1162.1K $
3,058Clean Energy Fuels Corp 8562.1K $
3,059Energy Recovery Inc 2102.1K $
3,060Utah Medical Products Inc 342.1K $
3,061Webtoon Entertainment Inc 2292.1K $
3,062Plains GP Holdings LP 862.1K $
3,063TuHURA Biosciences Inc 1,1672.1K $
3,064Dyne Therapeutics Inc 1152.1K $
3,065CF Bankshares Inc 742.1K $
3,066MiMedx Group Inc 5232.1K $
3,067Commercial Vehicle Group Inc 6032.1K $
3,068Transcat Inc 282.1K $
3,069NETGEAR Inc 942.1K $
3,070Chemung Financial Corp 382K $
3,071CS Disco Inc 5332K $
3,072Holley Inc 6622K $
3,073NWPX Infrastructure Inc 262K $
3,074Gevo Inc 7402K $
3,075Upstream Bio Inc 2222K $
3,076American Woodmark Corp 502K $
3,077Black Rock Coffee Bar Inc 1542K $
3,078Finward Bancorp 542K $
3,079Stoneridge Inc 4062K $
3,080Medline Inc 442K $
3,081Gossamer Bio Inc 5,9572K $
3,082Empire State Realty Trust Inc 3762K $
3,083Corbus Pharmaceuticals Holdings Inc 2082K $
3,084Alta Equipment Group Inc 3631.9K $
3,085Mama's Creations Inc 1271.9K $
3,086Innodata Inc 501.9K $
3,087SES AI Corp 2,0031.9K $
3,088EyePoint Inc 1491.9K $
3,089Groupon Inc 1611.9K $
3,090ZENAS BIOPHARMA INC 981.9K $
3,091Janus International Group Inc 3711.9K $
3,092Alector Inc 8871.9K $
3,093Figma Inc 901.9K $
3,094Velocity Financial Inc 1041.9K $
3,095Coty Inc 9321.9K $
3,096Carriage Services Inc 411.9K $
3,097Northpointe Bancshares Inc 1081.9K $
3,098LINKBANCORP Inc 2231.9K $
3,099ProShares Bitcoin ETF 1991.9K $
3,100PONY AI INC 1961.9K $