Filing Research | NAGE - NIAGEN BIOSCIENCE INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	SteelPeak Wealth, LLC	Shares	3.5MSH	$11.2M
2	Silverberg Bernstein Capital Management LLC	Shares	140.6KSH	$448.5K
3	Diversified Trust Co	Shares	27.4KSH	$87.4K
4	Miller Global Investments, LLC	Shares	18.8KSH	$60.0K
5	Police & Firemen's Retirement System of New Jersey	Shares	14.4KSH	$46.0K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.3KSH	$45.2K
7	AMERICAN NATIONAL BANK & TRUST	Shares	1.8KSH	$5.7K
8	Owl Creek Wealth Partners LLC	Shares	1.1KSH	$3.6K
9	SIGNATUREFD, LLC	Shares	592SH	$1.9K
10	EverSource Wealth Advisors, LLC	Shares	555SH	$1.8K
11	GAMMA Investing LLC	Shares	358SH	$1.1K
12	SBI Securities Co., Ltd.	Shares	279SH	$890
13	Wealth Enhancement Trust Services, Inc.	Shares	91SH	$290
14	True Wealth Design, LLC	Shares	85SH	$272
15	SJS Investment Consulting Inc.	Shares	39SH	$125
16	State of Alaska, Department of Revenue	Shares	28.8KSH	$91
17	Farther Finance Advisors, LLC	Shares	20SH	$64
18	Capital Advisors, Ltd. LLC	Shares	19SH	$0

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

22 / 22 loaded

#		Instrument
1	Diversified Trust Co new	Shares	+27.4K	+$87.4K	$87.4K
2	Owl Creek Wealth Partners LLC new	Shares	+1.1K	+$3.6K	$3.6K
3	Wealth Enhancement Trust Services, Inc. new	Shares	+91	+$290	$290
4	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
5	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-4.9K	-$21	$0
6	State of Alaska, Department of Revenue unchanged	Shares	0	-$35	$91
7	IFP Advisors, Inc exited	Shares	-23	-$101	$0
8	SJS Investment Consulting Inc. trimmed	Shares	-13	-$105	$125
9	Versant Capital Management, Inc exited	Shares	-69	-$304	$0
10	SBI Securities Co., Ltd. trimmed	Shares	-8	-$376	$890
11	GAMMA Investing LLC trimmed	Shares	-107	-$909	$1.1K
12	Farther Finance Advisors, LLC trimmed	Shares	-198	-$921	$64
13	True Wealth Design, LLC trimmed	Shares	-260	-$1.3K	$272
14	EverSource Wealth Advisors, LLC trimmed	Shares	-158	-$1.4K	$1.8K
15	SIGNATUREFD, LLC trimmed	Shares	-212	-$1.7K	$1.9K
16	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$2.2K	$5.7K
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$17.6K	$46.0K
18	Miller Global Investments, LLC unchanged	Shares	0	-$22.9K	$60.0K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.5K	-$33.0K	$45.2K
20	Silverberg Bernstein Capital Management LLC added	Shares	+2.5K	-$160.5K	$448.5K
21	BSW Wealth Partners exited	Shares	-154.0K	-$679.1K	$0
22	SteelPeak Wealth, LLC added	Shares	+127.1K	-$3.7M	$11.2M