Filing Research | NMRK - NEWMARK GROUP INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	292.2KSH	$4.4M
2	Edge Wealth Management LLC	Shares	167.6KSH	$2.5M
3	Tranquility Partners, LLC	Shares	126.7KSH	$1.9M
4	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	98.0KSH	$1.5M
5	Diversified Trust Co	Shares	87.0KSH	$1.3M
6	Brummer Multi-Strategy AB	Shares	80.7KSH	$1.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	46.7KSH	$706.3K
8	Enclave Advisors LLC	Shares	36.9KSH	$557.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.5KSH	$478.5K
10	L.K. Benson & Company, P.C.	Shares	28.3KSH	$426.9K
11	CWC Advisors, LLC.	Shares	23.7KSH	$357.4K
12	Sun Group Wealth Partners	Shares	16.4KSH	$248.0K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.3KSH	$155.3K
14	Emergent Wealth Advisors, LLC	Shares	10.3KSH	$154.9K
15	SIGNATUREFD, LLC	Shares	3.1KSH	$47.3K
16	ATWOOD & PALMER INC	Shares	2.4KSH	$36.6K
17	GAMMA Investing LLC	Shares	2.0KSH	$30.4K
18	Princeton Global Asset Management LLC	Shares	2.0KSH	$30.2K
19	Farther Finance Advisors, LLC	Shares	1.8KSH	$26.5K
20	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$22.8K
21	Mountain Hill Investment Partners Corp.	Shares	1.5KSH	$22.7K
22	Cedar Mountain Advisors, LLC	Shares	1.2KSH	$18.6K
23	LRI Investments, LLC	Shares	1.1KSH	$16.0K
24	Triumph Capital Management	Shares	1.0KSH	$15.1K
25	Versant Capital Management, Inc	Shares	890SH	$13.4K
26	IFP Advisors, Inc	Shares	885SH	$13.4K
27	SJS Investment Consulting Inc.	Shares	660SH	$10.0K
28	FIRST HORIZON CORP	Shares	415SH	$6.3K
29	MassMutual Private Wealth & Trust, FSB	Shares	345SH	$5.2K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	197SH	$3.0K
31	Fortitude Family Office, LLC	Shares	144SH	$2.2K
32	Retirement Wealth Solutions LLC	Shares	116SH	$1.8K
33	CoreCap Advisors, LLC	Shares	106SH	$1.6K
34	JFS WEALTH ADVISORS, LLC	Shares	102SH	$1.5K
35	Marquette Asset Management, LLC	Shares	67SH	$1.0K
36	Handelsbanken Fonder AB	Shares	62.9KSH	$951
37	Creative Capital Management Investments LLC	Shares	57SH	$861
38	SBI Securities Co., Ltd.	Shares	36SH	$544
39	DiNuzzo Private Wealth, Inc.	Shares	33SH	$499
40	True Wealth Design, LLC	Shares	20SH	$303
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	13.9KSH	$210
42	State of Alaska, Department of Revenue	Shares	8.8KSH	$133
43	GHP Investment Advisors, Inc.	Shares	6SH	$91
44	MARYLAND CAPITAL ADVISORS INC.	Shares	2SH	$31

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

49 / 49 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+292.2K	+$4.4M	$4.4M
2	Diversified Trust Co new	Shares	+87.0K	+$1.3M	$1.3M
3	Brummer Multi-Strategy AB new	Shares	+80.7K	+$1.2M	$1.2M
4	Enclave Advisors LLC new	Shares	+36.9K	+$557.3K	$557.3K
5	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+10.1K	+$163.7K	$1.5M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+5.5K	+$88.1K	$706.3K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.0K	+$62.4K	$478.5K
8	Mountain Hill Investment Partners Corp. new	Shares	+1.5K	+$22.7K	$22.7K
9	Edge Wealth Management LLC added	Shares	+10	+$20.3K	$2.5M
10	SIGNATUREFD, LLC added	Shares	+1.3K	+$19.3K	$47.3K
11	Tranquility Partners, LLC added	Shares	+221	+$18.5K	$1.9M
12	SJS Investment Consulting Inc. added	Shares	+624	+$9.4K	$10.0K
13	L.K. Benson & Company, P.C. unchanged	Shares	0	+$3.4K	$426.9K
14	Sun Group Wealth Partners unchanged	Shares	0	+$2.0K	$248.0K
15	Versant Capital Management, Inc added	Shares	+122	+$1.9K	$13.4K
16	GAMMA Investing LLC added	Shares	+88	+$1.6K	$30.4K
17	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$1.2K	$155.3K
18	Emergent Wealth Advisors, LLC unchanged	Shares	0	+$1.2K	$154.9K
19	FIRST HORIZON CORP added	Shares	+70	+$1.1K	$6.3K
20	Creative Capital Management Investments LLC new	Shares	+57	+$861	$861
21	Fortitude Family Office, LLC added	Shares	+53	+$812	$2.2K
22	EverSource Wealth Advisors, LLC added	Shares	+32	+$662	$22.8K
23	ATWOOD & PALMER INC unchanged	Shares	0	+$291	$36.6K
24	LRI Investments, LLC added	Shares	+10	+$276	$16.0K
25	Princeton Global Asset Management LLC unchanged	Shares	0	+$240	$30.2K
26	Handelsbanken Fonder AB added	Shares	+14.8K	+$230	$951
27	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$147	$18.6K
28	Triumph Capital Management unchanged	Shares	0	+$120	$15.1K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$115	$3.0K
30	CoreCap Advisors, LLC added	Shares	+1	+$19	$1.6K
31	Retirement Wealth Solutions LLC unchanged	Shares	0	+$14	$1.8K
32	Marquette Asset Management, LLC unchanged	Shares	0	+$8	$1.0K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+224	+$5	$210
34	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$4	$499
35	SBI Securities Co., Ltd. unchanged	Shares	0	+$4	$544
36	True Wealth Design, LLC unchanged	Shares	0	+$3	$303
37	GHP Investment Advisors, Inc. unchanged	Shares	0	+$1	$91
38	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$133
39	Vermillion Wealth Management, Inc. exited	Shares	-5	-$75	$0
40	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-9	-$93	$5.2K
41	Blue Trust, Inc. exited	Shares	-10	-$150	$0
42	JFS WEALTH ADVISORS, LLC trimmed	Shares	-12	-$167	$1.5K
43	EASTERN BANK exited	Shares	-522	-$7.8K	$0
44	IFP Advisors, Inc trimmed	Shares	-548	-$8.1K	$13.4K
45	CWC Advisors, LLC. trimmed	Shares	-1.0K	-$12.7K	$357.4K
46	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	-$14.7K	$26.5K
47	Sequoia Financial Advisors, LLC exited	Shares	-10.4K	-$156.0K	$0
48	Counterpoint Mutual Funds LLC exited	Shares	-21.0K	-$314.9K	$0
49	Y-Intercept (Hong Kong) Ltd exited	Shares	-72.0K	-$1.1M	$0