Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$1.129B

Total holdings2831

Assets growth rate6.04%

Assets growth rate (2-Q avg)2.83%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindbrook Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Lindbrook Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.129B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Tyler Dritz, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SIRISiriusxm Holdings Inc Common Stock Recent Activity New Position	0.01%	$49,074 2,075 shares@ $23.66 avg price	New Position
DYNFIshares U.s. Equity Factor Rotation Active Etf Recent Activity New Position	0.01%	$47,046 951 shares@ $49.48 avg price	New Position
EFGIshares Msci Eafe Growth Etf Recent Activity New Position	0.01%	$39,292 365 shares@ $107.65 avg price	New Position
ETHEGrayscale Ethereum Trust (eth) Recent Activity New Position	0.01%	$37,213 1,700 shares@ $21.89 avg price	New Position
CLMTCalumet Inc Com Recent Activity New Position	0.01%	$23,166 1,300 shares@ $17.82 avg price	New Position
SITCSite Ctrs Corp Com Recent Activity New Position	0.01%	$22,143 366 shares@ $60.5 avg price	New Position
PICKIshares Msci Global Metals & Mining Producers Etf Recent Activity New Position	0.01%	$21,605 500 shares@ $43.21 avg price	New Position
IYWIshares U.s. Technology Etf Recent Activity New Position	0.01%	$21,075 139 shares@ $151.62 avg price	New Position
TMFCMotley Fool 100 Index Etf Recent Activity New Position	0.01%	$21,038 374 shares@ $56.26 avg price	New Position
MBBIshares Mbs Etf Recent Activity New Position	0.01%	$20,216 211 shares@ $95.82 avg price	New Position