Filing Research | NKTX - NKARTA INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.6MSH	$4.5M
2	Curated Wealth Partners LLC	Shares	1.8KSH	$626.8K
3	Marquette Asset Management, LLC	Shares	75.1KSH	$212.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.1KSH	$143.0K
5	Abel Hall, LLC	Shares	23.2KSH	$65.8K
6	Diversified Trust Co	Shares	17.4KSH	$49.1K
7	Merit Financial Group, LLC	Shares	15.7KSH	$44.4K
8	Police & Firemen's Retirement System of New Jersey	Shares	10.6KSH	$30.1K
9	SBI Securities Co., Ltd.	Shares	4.9KSH	$14.0K
10	EverSource Wealth Advisors, LLC	Shares	2.5KSH	$7.0K
11	GAMMA Investing LLC	Shares	950SH	$2.7K
12	Physician Wealth Advisors, Inc.	Shares	667SH	$1.9K
13	True Wealth Design, LLC	Shares	644SH	$1.8K
14	Farther Finance Advisors, LLC	Shares	520SH	$1.5K
15	Fortitude Family Office, LLC	Shares	349SH	$988
16	IFP Advisors, Inc	Shares	206SH	$583
17	SJS Investment Consulting Inc.	Shares	78SH	$221
18	Wealth Enhancement Trust Services, Inc.	Shares	19SH	$54

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

20 / 20 loaded

#		Instrument
1	WASATCH ADVISORS LP unchanged	Shares	0	+$1.1M	$4.5M
2	Curated Wealth Partners LLC new	Shares	+1.8K	+$626.8K	$626.8K
3	Marquette Asset Management, LLC new	Shares	+75.1K	+$212.5K	$212.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+24.6K	+$88.4K	$143.0K
5	Diversified Trust Co new	Shares	+17.4K	+$49.1K	$49.1K
6	Merit Financial Group, LLC added	Shares	+3.6K	+$18.8K	$44.4K
7	Abel Hall, LLC trimmed	Shares	-868	+$14.9K	$65.8K
8	SBI Securities Co., Ltd. added	Shares	+4.8K	+$13.8K	$14.0K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.7K	$30.1K
10	EverSource Wealth Advisors, LLC added	Shares	+247	+$2.3K	$7.0K
11	True Wealth Design, LLC added	Shares	+518	+$1.6K	$1.8K
12	Farther Finance Advisors, LLC added	Shares	+382	+$1.2K	$1.5K
13	Fortitude Family Office, LLC new	Shares	+349	+$988	$988
14	GAMMA Investing LLC trimmed	Shares	-2	+$680	$2.7K
15	IFP Advisors, Inc added	Shares	+203	+$577	$583
16	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$480	$1.9K
17	SJS Investment Consulting Inc. added	Shares	+72	+$208	$221
18	Wealth Enhancement Trust Services, Inc. new	Shares	+19	+$54	$54
19	DLK Investment Management, LLC exited	Shares	-11.3K	-$23.9K	$0
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors exited	Shares	-16.0K	-$33.8K	$0