13F QoQ Ownership Changes
YSG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 2 reduced · 1 exited
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 850 | -5,122 | $3.3K | -$50.8K | -85.8% |
| Root Financial Partners, LLC | 62 | 0 | $241 | -$321 | 0.0% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 0 | -24,819 | $0 | -$224.9K | — |