Filing Research | NC - NACCO INDS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	10.9KSH	$545.4K
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.6KSH	$278.3K
3	Byrne Asset Management LLC	Shares	4.6KSH	$228.6K
4	Apeiron RIA LLC	Shares	4.1KSH	$207.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	919SH	$46.0K
6	Abound Wealth Management	Shares	142SH	$7.1K
7	AdvisorNet Financial, Inc	Shares	55SH	$2.8K
8	SBI Securities Co., Ltd.	Shares	41SH	$2.1K
9	GAMMA Investing LLC	Shares	15SH	$751
10	IFP Advisors, Inc	Shares	12SH	$601
11	Marquette Asset Management, LLC	Shares	12SH	$601
12	EverSource Wealth Advisors, LLC	Shares	8SH	$400
13	True Wealth Design, LLC	Shares	2SH	$101
14	Farther Finance Advisors, LLC	Shares	2SH	$100

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

15 / 15 loaded

#		Instrument
1	Byrne Asset Management LLC added	Shares	+400	+$12.0K	$228.6K
2	IFP Advisors, Inc added	Shares	+7	+$341	$601
3	EverSource Wealth Advisors, LLC added	Shares	+4	+$192	$400
4	True Wealth Design, LLC new	Shares	+2	+$101	$101
5	Farther Finance Advisors, LLC added	Shares	+1	+$49	$100
6	Marquette Asset Management, LLC unchanged	Shares	0	-$23	$601
7	GAMMA Investing LLC unchanged	Shares	0	-$29	$751
8	SBI Securities Co., Ltd. unchanged	Shares	0	-$79	$2.1K
9	AdvisorNet Financial, Inc unchanged	Shares	0	-$105	$2.8K
10	Abound Wealth Management unchanged	Shares	0	-$273	$7.1K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$1.8K	$46.0K
12	Apeiron RIA LLC unchanged	Shares	0	-$8.0K	$207.6K
13	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	-$20.9K	$545.4K
14	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-2.3K	-$129.2K	$278.3K
15	Curbstone Financial Management Corp exited	Shares	-57.5K	-$3.0M	$0

Filing Research | NC - NACCO INDS INC Institutional Holdings