Filing Research | NRDS - NERDWALLET INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	19.8KSH	$183.0K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.2KSH	$125.3K
3	Police & Firemen's Retirement System of New Jersey	Shares	12.2KSH	$112.5K
4	Versant Capital Management, Inc	Shares	1.7KSH	$16.2K
5	Farther Finance Advisors, LLC	Shares	1.3KSH	$11.9K
6	CoreCap Advisors, LLC	Shares	900SH	$8.3K
7	EverSource Wealth Advisors, LLC	Shares	878SH	$8.1K
8	GAMMA Investing LLC	Shares	356SH	$3.3K
9	IFP Advisors, Inc	Shares	196SH	$1.8K
10	True Wealth Design, LLC	Shares	91SH	$842
11	SJS Investment Consulting Inc.	Shares	90SH	$833
12	Monetary Solutions, Ltd	Shares	75SH	$694
13	SBI Securities Co., Ltd.	Shares	45SH	$416
14	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	3.7KSH	$34
15	State of Alaska, Department of Revenue	Shares	1.7KSH	$16

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

16 / 16 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+19.8K	+$183.0K	$183.0K
2	Farther Finance Advisors, LLC added	Shares	+1.2K	+$11.1K	$11.9K
3	Versant Capital Management, Inc added	Shares	+1.1K	+$9.0K	$16.2K
4	EverSource Wealth Advisors, LLC added	Shares	+330	+$2.4K	$8.1K
5	SJS Investment Consulting Inc. added	Shares	+78	+$708	$833
6	State of Alaska, Department of Revenue unchanged	Shares	0	-$2	$16
7	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-288	-$7	$34
8	SBI Securities Co., Ltd. added	Shares	+2	-$30	$416
9	Monetary Solutions, Ltd unchanged	Shares	0	-$85	$694
10	IFP Advisors, Inc trimmed	Shares	-43	-$668	$1.8K
11	CoreCap Advisors, LLC unchanged	Shares	0	-$1.0K	$8.3K
12	GAMMA Investing LLC trimmed	Shares	-94	-$1.4K	$3.3K
13	True Wealth Design, LLC trimmed	Shares	-246	-$2.7K	$842
14	SIGNATUREFD, LLC exited	Shares	-431	-$4.5K	$0
15	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$13.7K	$112.5K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-10.8K	-$125.1K	$125.3K

Filing Research | NRDS - NERDWALLET INC Institutional Holdings