Filing Research | NPB - NORTHPOINTE BANCSHARES INC. Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	MISSION WEALTH MANAGEMENT, LP	Shares	126.2KSH	$2.4M
2	CWA Asset Management Group, LLC	Shares	74.9KSH	$1.4M
3	Y-Intercept (Hong Kong) Ltd	Shares	27.8KSH	$533.9K
4	IFP Advisors, Inc	Shares	6.5KSH	$123.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	5.5KSH	$106.0K
6	EverSource Wealth Advisors, LLC	Shares	129SH	$2.5K
7	True Wealth Design, LLC	Shares	49SH	$940
8	GAMMA Investing LLC	Shares	10SH	$192
9	Farther Finance Advisors, LLC	Shares	4SH	$77
10	SJS Investment Consulting Inc.	Shares	3SH	$58
11	State of Alaska, Department of Revenue	Shares	2.4KSH	$46

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

11 / 11 loaded

#		Instrument
1	CWA Asset Management Group, LLC added	Shares	+7.3K	+$269.1K	$1.4M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+6.9K	+$172.5K	$533.9K
3	IFP Advisors, Inc added	Shares	+15	+$12.6K	$123.8K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$10.6K	$106.0K
5	EverSource Wealth Advisors, LLC added	Shares	+21	+$610	$2.5K
6	Farther Finance Advisors, LLC added	Shares	+3	+$60	$77
7	SJS Investment Consulting Inc. new	Shares	+3	+$58	$58
8	True Wealth Design, LLC trimmed	Shares	-3	+$42	$940
9	GAMMA Investing LLC unchanged	Shares	0	+$19	$192
10	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$46
11	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-21.3K	-$124.7K	$2.4M

Filing Research | NPB - NORTHPOINTE BANCSHARES INC. Institutional Holdings