Filing Research | NDAQ - NASDAQ INC Institutional Holdings

Snapshot holdings

50 / 258 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.7MSH	$133.3M
2	JOHNSON INVESTMENT COUNSEL INC	Shares	1.5MSH	$121.4M
3	Munich Reinsurance Co Stock Corp in Munich	Shares	889.4KSH	$70.1M
4	LBP AM SA	Shares	492.4KSH	$38.8M
5	BENJAMIN EDWARDS INC	Shares	391.6KSH	$30.9M
6	Union Bancaire Privee, UBP SA	Shares	416.2KSH	$30.5M
7	NorthCrest Asset Manangement, LLC	Shares	320.8KSH	$28.1M
8	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	328.4KSH	$25.9M
9	Assenagon Asset Management S.A.	Shares	295.6KSH	$23.3M
10	Private Capital Advisors, Inc.	Shares	242.8KSH	$19.1M
11	MCRAE CAPITAL MANAGEMENT INC	Shares	219.9KSH	$17.3M
12	FENIMORE ASSET MANAGEMENT INC	Shares	217.1KSH	$17.1M
13	Foster Victor Wealth Advisors, LLC	Shares	174.9KSH	$15.4M
14	GHP Investment Advisors, Inc.	Shares	191.3KSH	$15.1M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	154.6KSH	$12.2M
16	OFI INVEST ASSET MANAGEMENT	Shares	155.8KSH	$10.9M
17	Czech National Bank	Shares	127.2KSH	$10.0M
18	Raub Brock Capital Management LP	Shares	116.4KSH	$9.2M
19	IFM Investors Pty Ltd	Shares	115.4KSH	$9.1M
20	Mirae Asset Global Investments Co., Ltd.	Shares	105.7KSH	$8.3M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	104.0KSH	$8.2M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	98.7KSH	$7.8M
23	Sequoia Financial Advisors, LLC	Shares	85.6KSH	$6.7M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	390.9KSH	$6.4M
25	Swedbank AB	Shares	79.1KSH	$6.2M
26	Mediolanum International Funds Ltd	Shares	73.6KSH	$5.7M
27	Police & Firemen's Retirement System of New Jersey	Shares	67.7KSH	$5.3M
28	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	65.0KSH	$5.1M
29	Hennion & Walsh Asset Management, Inc.	Shares	64.9KSH	$5.1M
30	DAVENPORT & Co LLC	Shares	62.6KSH	$4.9M
31	Y-Intercept (Hong Kong) Ltd	Shares	57.7KSH	$4.6M
32	Fideuram Asset Management (Ireland) dac	Shares	48.0KSH	$4.2M
33	VISTA INVESTMENT PARTNERS LLC	Shares	50.4KSH	$4.0M
34	D.A. DAVIDSON & CO.	Shares	46.9KSH	$3.7M
35	Princeton Global Asset Management LLC	Shares	43.1KSH	$3.4M
36	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.6KSH	$3.4M
37	Graphene Investments SAS	Shares	42.6KSH	$3.4M
38	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	39.6KSH	$3.3M
39	Avanza Fonder AB	Shares	40.9KSH	$3.2M
40	Bensler, LLC	Shares	39.4KSH	$3.1M
41	EASTERLY INVESTMENT PARTNERS LLC	Shares	38.4KSH	$3.0M
42	First American Bank	Shares	37.0KSH	$2.9M
43	Penobscot Investment Management Company, Inc.	Shares	36.6KSH	$2.9M
44	MEITAV INVESTMENT HOUSE LTD	Shares	35.0KSH	$2.8M
45	G&S Capital LLC	Shares	33.0KSH	$2.6M
46	VISTA INVESTMENT PARTNERS II, LLC	Shares	32.4KSH	$2.6M
47	Applied Capital LLC/FL	Shares	31.4KSH	$2.5M
48	Generali Investments CEE, investicni spolecnost, a.s.	Shares	31.2KSH	$2.5M
49	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	30.7KSH	$2.4M
50	SAX WEALTH ADVISORS, LLC	Shares	28.4KSH	$2.4M

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

50 / 282 loaded

#		Instrument
1	Private Capital Advisors, Inc. new	Shares	+242.8K	+$19.1M	$19.1M
2	FENIMORE ASSET MANAGEMENT INC new	Shares	+217.1K	+$17.1M	$17.1M
3	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+38.4K	+$3.0M	$3.0M
4	Fideuram Asset Management (Ireland) dac added	Shares	+32.7K	+$2.9M	$4.2M
5	MEITAV INVESTMENT HOUSE LTD new	Shares	+35.0K	+$2.8M	$2.8M
6	D.A. DAVIDSON & CO. added	Shares	+23.5K	+$1.7M	$3.7M
7	Global X Japan Co., Ltd. new	Shares	+17.8K	+$1.4M	$1.4M
8	Linden Thomas Advisory Services, LLC new	Shares	+17.4K	+$1.4M	$1.4M
9	NorthCrest Asset Manangement, LLC added	Shares	+10.3K	+$1.2M	$28.1M
10	LBP AM SA added	Shares	+48.8K	+$1.2M	$38.8M
11	Antonelli Financial Advisors, LLC new	Shares	+8.2K	+$642.0K	$642.0K
12	Avanza Fonder AB added	Shares	+10.1K	+$610.2K	$3.2M
13	LIGHTHOUSE FINANCIAL SERVICES INC /ADV added	Shares	+8.8K	+$608.6K	$3.3M
14	Generali Investments CEE, investicni spolecnost, a.s. added	Shares	+9.1K	+$583.0K	$2.5M
15	Sequoia Financial Advisors, LLC added	Shares	+12.4K	+$532.8K	$6.7M
16	Pacific Excel Wealth Advisors, Inc. new	Shares	+6.0K	+$474.9K	$474.9K
17	ShoreHaven Wealth Partners, LLC new	Shares	+5.5K	+$431.9K	$431.9K
18	IFM Investors Pty Ltd added	Shares	+12.0K	+$319.7K	$9.1M
19	Trust Asset Management LLC added	Shares	+5.3K	+$267.5K	$654.1K
20	Accurate Wealth Management, LLC new	Shares	+3.0K	+$266.8K	$266.8K
21	J.W. COLE ADVISORS, INC. new	Shares	+3.0K	+$237.6K	$237.6K
22	Kenora Financial, LLC added	Shares	+3.2K	+$209.5K	$801.0K
23	Sivia Capital Partners, LLC added	Shares	+3.4K	+$204.1K	$1.1M
24	Graphene Investments SAS added	Shares	+5.1K	+$174.4K	$3.4M
25	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+3.6K	+$159.6K	$1.9M
26	Hilltop National Bank new	Shares	+1.9K	+$152.9K	$152.9K
27	Global Financial Private Client, LLC added	Shares	+2.9K	+$131.8K	$1.4M
28	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.4K	+$131.4K	$2.0M
29	Urban Wealth Management, LLC added	Shares	+1.9K	+$114.5K	$589.2K
30	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.7K	+$111.0K	$387.6K
31	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+8.7K	+$107.9K	$8.2M
32	Avidian Wealth Enterprises, LLC added	Shares	+1.9K	+$106.5K	$707.4K
33	FORTEM FINANCIAL GROUP, LLC added	Shares	+3.0K	+$82.9K	$2.3M
34	Merit Financial Group, LLC added	Shares	+2.1K	+$76.6K	$1.3M
35	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.8K	+$65.0K	$2.2M
36	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-301	+$54.5K	$1.1M
37	Cooper Financial Group added	Shares	+826	+$49.7K	$264.8K
38	Arlington Trust Co LLC added	Shares	+613	+$47.9K	$53.5K
39	Cape Investment Advisory, Inc. new	Shares	+578	+$45.6K	$45.6K
40	CWA Asset Management Group, LLC added	Shares	+796	+$45.0K	$293.5K
41	Dynamic Advisor Solutions LLC added	Shares	+717	+$38.6K	$289.7K
42	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.3K	+$37.3K	$965.7K
43	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+950	+$36.3K	$575.7K
44	ARWA LLC trimmed	Shares	-1.4K	+$36.2K	$1.5M
45	WADDELL & ASSOCIATES, LLC added	Shares	+620	+$33.9K	$242.9K
46	Malaga Cove Capital, LLC added	Shares	+689	+$25.0K	$434.8K
47	GREENWOOD GEARHART LLC added	Shares	+465	+$20.8K	$242.1K
48	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.2K	+$14.6K	$1.2M
49	WEST PACES ADVISORS INC. new	Shares	+180	+$14.2K	$14.2K
50	Tema ETFs LLC added	Shares	+725	+$12.1K	$642.4K

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