Filing Research | NTLA - INTELLIA THERAPEUTICS INC Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	220.5KSH	$3.7M
2	WASATCH ADVISORS LP	Shares	127.6KSH	$2.2M
3	Elmwood Wealth Management, Inc.	Shares	102.9KSH	$1.7M
4	D.A. DAVIDSON & CO.	Shares	95.5KSH	$1.6M
5	BENJAMIN EDWARDS INC	Shares	80.9KSH	$1.4M
6	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	40.0KSH	$676.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	39.9KSH	$674.5K
8	Spire Wealth Management	Shares	39.5KSH	$668.6K
9	Y-Intercept (Hong Kong) Ltd	Shares	35.8KSH	$606.5K
10	Cyndeo Wealth Partners, LLC	Shares	25.4KSH	$430.3K
11	China Universal Asset Management Co., Ltd.	Shares	22.2KSH	$376.3K
12	PSP Research LLC	Shares	20.0KSH	$338.4K
13	NWAM LLC	Shares	19.5KSH	$330.6K
14	Lewis Asset Management, LLC	Shares	18.3KSH	$309.1K
15	SteelPeak Wealth, LLC	Shares	17.2KSH	$291.0K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.8KSH	$282.1K
17	Ballentine Partners, LLC	Shares	16.0KSH	$271.2K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.1KSH	$254.7K
19	Tema ETFs LLC	Shares	13.7KSH	$231.9K
20	AlphaCentric Advisors LLC	Shares	11.7KSH	$197.5K
21	Commonwealth Financial Services, LLC	Shares	11.3KSH	$191.7K
22	Cerro Pacific Wealth Advisors LLC	Shares	10.0KSH	$169.2K
23	Mirae Asset Global Investments Co., Ltd.	Shares	6.2KSH	$105.7K
24	SBI Securities Co., Ltd.	Shares	2.1KSH	$35.4K
25	Aventura Private Wealth, LLC	Shares	2.0KSH	$33.7K
26	Versant Capital Management, Inc	Shares	1.6KSH	$27.5K
27	IFP Advisors, Inc	Shares	1.5KSH	$25.2K
28	GAMMA Investing LLC	Shares	1.5KSH	$24.9K
29	SIGNATUREFD, LLC	Shares	1.4KSH	$24.0K
30	1620 INVESTMENT ADVISORS, INC.	Shares	1.3KSH	$22.0K
31	Farther Finance Advisors, LLC	Shares	550SH	$9.3K
32	EverSource Wealth Advisors, LLC	Shares	462SH	$7.8K
33	Fortitude Family Office, LLC	Shares	370SH	$6.3K
34	GILPIN WEALTH MANAGEMENT, LLC	Shares	302SH	$5.1K
35	BARRETT & COMPANY, INC.	Shares	300SH	$5.1K
36	HARBOR INVESTMENT ADVISORY, LLC	Shares	250SH	$4.2K
37	Canal Insurance CO	Shares	230.0KSH	$3.9K
38	MassMutual Private Wealth & Trust, FSB	Shares	219SH	$3.7K
39	SJS Investment Consulting Inc.	Shares	203SH	$3.4K
40	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	200SH	$3.4K
41	LOUISBOURG INVESTMENTS INC.	Shares	200SH	$3.4K
42	Owl Creek Wealth Partners LLC	Shares	145SH	$2.5K
43	FIRST UNITED BANK & TRUST	Shares	100SH	$1.7K
44	HM PAYSON & CO	Shares	65SH	$1.1K
45	Monetary Solutions, Ltd	Shares	65SH	$1.1K
46	WOLFF WIESE MAGANA LLC	Shares	60SH	$1.0K
47	Physician Wealth Advisors, Inc.	Shares	41SH	$694
48	Premier Fund Managers Ltd	Shares	5.9KSH	$98
49	GHP Investment Advisors, Inc.	Shares	5SH	$85
50	CoreCap Advisors, LLC	Shares	1SH	$17

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

50 / 53 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+60.7K	+$1.7M	$3.7M
2	Spire Wealth Management added	Shares	+30.5K	+$552.8K	$668.6K
3	Elmwood Wealth Management, Inc. added	Shares	+20	+$422.3K	$1.7M
4	D.A. DAVIDSON & CO. added	Shares	+2.3K	+$420.9K	$1.6M
5	BENJAMIN EDWARDS INC trimmed	Shares	-1.7K	+$310.0K	$1.4M
6	SteelPeak Wealth, LLC new	Shares	+17.2K	+$291.0K	$291.0K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+9.8K	+$289.1K	$674.5K
8	Commonwealth Financial Services, LLC new	Shares	+11.3K	+$191.7K	$191.7K
9	Cerro Pacific Wealth Advisors LLC new	Shares	+10.0K	+$169.2K	$169.2K
10	Generali Investments Towarzystwo Funduszy Inwestycyjnych unchanged	Shares	0	+$164.0K	$676.8K
11	Cyndeo Wealth Partners, LLC added	Shares	+2.4K	+$134.7K	$430.3K
12	NWAM LLC unchanged	Shares	0	+$80.1K	$330.6K
13	Ballentine Partners, LLC trimmed	Shares	-225	+$62.8K	$271.2K
14	Lewis Asset Management, LLC trimmed	Shares	-1.5K	+$55.7K	$309.1K
15	Tema ETFs LLC trimmed	Shares	-368	+$51.5K	$231.9K
16	AlphaCentric Advisors LLC added	Shares	+166	+$50.0K	$197.5K
17	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.3K	+$45.7K	$254.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.0K	+$35.2K	$282.1K
19	Mirae Asset Global Investments Co., Ltd. added	Shares	+87	+$26.7K	$105.7K
20	Aventura Private Wealth, LLC unchanged	Shares	0	+$8.2K	$33.7K
21	IFP Advisors, Inc trimmed	Shares	-6	+$6.0K	$25.2K
22	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$5.3K	$22.0K
23	Fortitude Family Office, LLC added	Shares	+253	+$4.8K	$6.3K
24	SBI Securities Co., Ltd. trimmed	Shares	-400	+$3.4K	$35.4K
25	SIGNATUREFD, LLC trimmed	Shares	-190	+$3.4K	$24.0K
26	GAMMA Investing LLC trimmed	Shares	-208	+$3.4K	$24.9K
27	SJS Investment Consulting Inc. added	Shares	+158	+$2.9K	$3.4K
28	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$1.2K	$5.1K
29	BARRETT & COMPANY, INC. unchanged	Shares	0	+$1.2K	$5.1K
30	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$1.0K	$4.2K
31	Canal Insurance CO unchanged	Shares	0	+$943	$3.9K
32	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	+$820	$3.4K
33	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-12	+$744	$3.7K
34	Physician Wealth Advisors, Inc. new	Shares	+41	+$694	$694
35	Versant Capital Management, Inc trimmed	Shares	-469	+$654	$27.5K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$610	$3.4K
37	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$595	$2.5K
38	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$410	$1.7K
39	Monetary Solutions, Ltd unchanged	Shares	0	+$267	$1.1K
40	HM PAYSON & CO unchanged	Shares	0	+$266	$1.1K
41	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$246	$1.0K
42	Premier Fund Managers Ltd new	Shares	+5.9K	+$98	$98
43	CoreCap Advisors, LLC new	Shares	+1	+$17	$17
44	True Wealth Design, LLC exited	Shares	-23	-$295	$0
45	Handelsbanken Fonder AB exited	Shares	-33.8K	-$433	$0
46	GHP Investment Advisors, Inc. trimmed	Shares	-45	-$556	$85
47	EverSource Wealth Advisors, LLC trimmed	Shares	-232	-$1.1K	$7.8K
48	PSP Research LLC trimmed	Shares	-6.9K	-$6.5K	$338.4K
49	Farther Finance Advisors, LLC trimmed	Shares	-684	-$7.1K	$9.3K
50	China Universal Asset Management Co., Ltd. trimmed	Shares	-11.2K	-$52.8K	$376.3K

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