Filing Research | NFE - NEW FORTRESS ENERGY INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	180 WEALTH ADVISORS, LLC	Shares	106.5KSH	$38.7K
2	SBI Securities Co., Ltd.	Shares	87.5KSH	$31.8K
3	Y-Intercept (Hong Kong) Ltd	Shares	74.8KSH	$27.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.3KSH	$25.7K
5	Apollon Wealth Management, LLC	Shares	61.6KSH	$22.4K
6	WEBSTER BANK, N. A.	Shares	40.7KSH	$14.8K
7	Merit Financial Group, LLC	Shares	29.0KSH	$10.5K
8	Sivia Capital Partners, LLC	Shares	26.1KSH	$9.5K
9	IFP Advisors, Inc	Shares	11.7KSH	$4.2K
10	Canvas Wealth Advisors, LLC	Shares	10.6KSH	$3.9K
11	Avior Wealth Management, LLC	Shares	10.2KSH	$3.7K
12	Founders Capital Management	Shares	10.0KSH	$3.6K
13	EverSource Wealth Advisors, LLC	Shares	5.5KSH	$2.0K
14	Farther Finance Advisors, LLC	Shares	3.8KSH	$1.4K
15	SJS Investment Consulting Inc.	Shares	1.5KSH	$549
16	Wealth Enhancement Trust Services, Inc.	Shares	1.4KSH	$521
17	Activest Wealth Management	Shares	1.1KSH	$408
18	Atlatl Advisers LLC	Shares	1.0KSH	$371
19	FINANCIAL CONSULATE, INC	Shares	500SH	$182
20	Golden State Wealth Management, LLC	Shares	200SH	$73
21	Valued Wealth Advisors LLC	Shares	3SH	$2
22	FNY Investment Advisers, LLC	Shares	2.0KSH	$0

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

30 / 30 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+74.8K	+$27.2K	$27.2K
2	Sivia Capital Partners, LLC new	Shares	+26.1K	+$9.5K	$9.5K
3	Merit Financial Group, LLC added	Shares	+18.6K	+$4.4K	$10.5K
4	Canvas Wealth Advisors, LLC new	Shares	+10.6K	+$3.9K	$3.9K
5	SJS Investment Consulting Inc. new	Shares	+1.5K	+$549	$549
6	Wealth Enhancement Trust Services, Inc. new	Shares	+1.4K	+$521	$521
7	Atlatl Advisers LLC new	Shares	+1.0K	+$371	$371
8	Valued Wealth Advisors LLC unchanged	Shares	0	$0	$2
9	FNY Investment Advisers, LLC unchanged	Shares	0	-$1	$0
10	Golden State Wealth Management, LLC unchanged	Shares	0	-$45	$73
11	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$113	$182
12	Intesa Sanpaolo Wealth Management exited	Shares	-250	-$148	$0
13	Activest Wealth Management trimmed	Shares	-85	-$305	$408
14	Farther Finance Advisors, LLC added	Shares	+848	-$348	$1.4K
15	GAMMA Investing LLC exited	Shares	-771	-$455	$0
16	Founders Capital Management unchanged	Shares	0	-$2.3K	$3.6K
17	Avior Wealth Management, LLC unchanged	Shares	0	-$2.3K	$3.7K
18	EverSource Wealth Advisors, LLC trimmed	Shares	-2.4K	-$2.6K	$2.0K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.3K	-$6.8K	$25.7K
20	WEBSTER BANK, N. A. unchanged	Shares	0	-$9.2K	$14.8K
21	IFP Advisors, Inc trimmed	Shares	-14.1K	-$10.9K	$4.2K
22	Abel Hall, LLC exited	Shares	-20.6K	-$12.1K	$0
23	Apollon Wealth Management, LLC added	Shares	+1.6K	-$13.0K	$22.4K
24	180 WEALTH ADVISORS, LLC unchanged	Shares	0	-$24.2K	$38.7K
25	Police & Firemen's Retirement System of New Jersey exited	Shares	-48.4K	-$28.6K	$0
26	SBI Securities Co., Ltd. trimmed	Shares	-28.9K	-$36.9K	$31.8K
27	Fiduciary Alliance LLC exited	Shares	-150.7K	-$104.0K	$0
28	B. Riley Wealth Advisors, Inc. exited	Shares	-212.0K	-$122.4K	$0
29	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-292.3K	-$172.4K	$0
30	LEE DANNER & BASS INC exited	Shares	-293.9K	-$173.4K	$0