Filing Research | NRDY - NERDY INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Crewe Advisors LLC	Shares	102.1KSH	$93.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.6KSH	$32.9K
3	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$2.1K
4	Physician Wealth Advisors, Inc.	Shares	1.2KSH	$1.1K
5	SBI Securities Co., Ltd.	Shares	1.2KSH	$1.1K
6	Farther Finance Advisors, LLC	Shares	661SH	$604
7	Marquette Asset Management, LLC	Shares	623SH	$571
8	IFP Advisors, Inc	Shares	328SH	$300
9	True Wealth Design, LLC	Shares	182SH	$167
10	Fortitude Family Office, LLC	Shares	140SH	$128
11	Wealth Enhancement Trust Services, Inc.	Shares	62SH	$57
12	SJS Investment Consulting Inc.	Shares	26SH	$24

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

13 / 13 loaded

#		Instrument
1	Crewe Advisors LLC added	Shares	+52.1K	+$52.7K	$93.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.1K	+$19.4K	$32.9K
3	EverSource Wealth Advisors, LLC added	Shares	+779	+$860	$2.1K
4	Marquette Asset Management, LLC new	Shares	+623	+$571	$571
5	Farther Finance Advisors, LLC added	Shares	+350	+$354	$604
6	Fortitude Family Office, LLC new	Shares	+140	+$128	$128
7	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$124	$1.1K
8	SBI Securities Co., Ltd. unchanged	Shares	0	+$118	$1.1K
9	Wealth Enhancement Trust Services, Inc. new	Shares	+62	+$57	$57
10	True Wealth Design, LLC added	Shares	+27	+$40	$167
11	SJS Investment Consulting Inc. new	Shares	+26	+$24	$24
12	IFP Advisors, Inc trimmed	Shares	-22	+$14	$300
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-22.9K	-$18.7K	$0

Filing Research | NRDY - NERDY INC Institutional Holdings