Filing Research | NABL - N-ABLE INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	36.6KSH	$154.9K
2	Louisiana State Employees Retirement System	Shares	33.0KSH	$121.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	20.2KSH	$74.1K
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.6KSH	$68.3K
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.9KSH	$65.6K
6	Apollon Wealth Management, LLC	Shares	11.8KSH	$43.2K
7	SIGNATUREFD, LLC	Shares	3.5KSH	$12.9K
8	IFP Advisors, Inc	Shares	1.6KSH	$5.7K
9	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$3.7K
10	True Wealth Design, LLC	Shares	816SH	$3.0K
11	Marquette Asset Management, LLC	Shares	512SH	$1.9K
12	GAMMA Investing LLC	Shares	507SH	$1.9K
13	Fortitude Family Office, LLC	Shares	454SH	$1.7K
14	FIRST HORIZON CORP	Shares	226SH	$829
15	Farther Finance Advisors, LLC	Shares	188SH	$690
16	MassMutual Private Wealth & Trust, FSB	Shares	186SH	$683
17	JFS WEALTH ADVISORS, LLC	Shares	81SH	$298
18	SJS Investment Consulting Inc.	Shares	63SH	$232
19	Trust Co	Shares	56SH	$206
20	FARMERS & MERCHANTS INVESTMENTS INC	Shares	42SH	$154
21	State of Alaska, Department of Revenue	Shares	33.3KSH	$122
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	22.3KSH	$82
23	AMALGAMATED BANK	Shares	20.1KSH	$74
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	10SH	$39
25	SBI Securities Co., Ltd.	Shares	1SH	$4

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+11.8K	+$43.2K	$43.2K
2	Marquette Asset Management, LLC new	Shares	+512	+$1.9K	$1.9K
3	Fortitude Family Office, LLC new	Shares	+454	+$1.7K	$1.7K
4	True Wealth Design, LLC added	Shares	+439	+$1.2K	$3.0K
5	IFP Advisors, Inc added	Shares	+404	+$336	$5.7K
6	JFS WEALTH ADVISORS, LLC new	Shares	+81	+$298	$298
7	SJS Investment Consulting Inc. added	Shares	+32	+$87	$232
8	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+7.1K	+$11	$82
9	Capital Advisors, Ltd. LLC exited	Shares	-84	$0	$0
10	SBI Securities Co., Ltd. unchanged	Shares	0	-$1	$4
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$8	$39
12	Hughes Financial Services, LLC exited	Shares	-2	-$9	$0
13	AMALGAMATED BANK trimmed	Shares	-1.3K	-$26	$74
14	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$42	$154
15	Trust Co unchanged	Shares	0	-$56	$206
16	State of Alaska, Department of Revenue trimmed	Shares	-12.7K	-$92	$122
17	Physician Wealth Advisors, Inc. exited	Shares	-77	-$360	$0
18	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-95	-$444	$0
19	SIGNATUREFD, LLC added	Shares	+45	-$3.3K	$12.9K
20	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-823	-$4.0K	$683
21	FIRST HORIZON CORP trimmed	Shares	-926	-$4.5K	$829
22	EverSource Wealth Advisors, LLC trimmed	Shares	-820	-$4.8K	$3.7K
23	Farther Finance Advisors, LLC trimmed	Shares	-2.1K	-$10.1K	$690
24	GAMMA Investing LLC trimmed	Shares	-3.9K	-$18.5K	$1.9K
25	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$20.2K	$74.1K
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-563	-$20.5K	$65.6K
27	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-740	-$22.1K	$68.3K
28	Louisiana State Employees Retirement System trimmed	Shares	-100	-$33.5K	$121.1K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.6K	-$40.4K	$154.9K
30	Sequoia Financial Advisors, LLC exited	Shares	-10.2K	-$47.5K	$0
31	Versant Capital Management, Inc exited	Shares	-15.4K	-$71.7K	$0
32	Y-Intercept (Hong Kong) Ltd exited	Shares	-19.6K	-$91.6K	$0
33	Abel Hall, LLC exited	Shares	-20.1K	-$93.9K	$0
34	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-34.7K	-$162.2K	$0
35	HERALD INVESTMENT MANAGEMENT Ltd exited	Shares	-63.0K	-$294.2K	$0
36	Conestoga Capital Advisors, LLC exited	Shares	-252.8K	-$1.2M	$0