Filing Research | NTRA - NATERA INC Institutional Holdings

Snapshot holdings

50 / 165 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	408.6KSH	$110.9M
2	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Shares	254.5KSH	$69.1M
3	Assenagon Asset Management S.A.	Shares	250.9KSH	$68.1M
4	Artemis Investment Management LLP	Shares	200.1KSH	$54.3M
5	Systrade AG	Shares	50.0KSH	$13.6M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.5KSH	$13.5M
7	Swedbank AB	Shares	45.5KSH	$12.4M
8	PERKINS CAPITAL MANAGEMENT INC	Shares	40.6KSH	$11.0M
9	Mirae Asset Global Investments Co., Ltd.	Shares	33.2KSH	$9.0M
10	IFM Investors Pty Ltd	Shares	30.3KSH	$8.2M
11	SeaBridge Investment Advisors LLC	Shares	26.5KSH	$7.2M
12	Mesirow Financial Investment Management, Inc.	Shares	23.2KSH	$6.3M
13	DAVENPORT & Co LLC	Shares	22.9KSH	$6.2M
14	Police & Firemen's Retirement System of New Jersey	Shares	20.5KSH	$5.6M
15	QRG CAPITAL MANAGEMENT, INC.	Shares	19.5KSH	$5.3M
16	Merit Financial Group, LLC	Shares	17.2KSH	$4.7M
17	Rockingstone Advisors LLC	Shares	17.1KSH	$4.6M
18	SALEM INVESTMENT COUNSELORS INC	Shares	16.5KSH	$4.5M
19	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	14.7KSH	$4.0M
20	MEITAV INVESTMENT HOUSE LTD	Shares	14.2KSH	$3.9M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	13.8KSH	$3.7M
22	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	13.0KSH	$3.5M
23	Bouvel Investment Partners, LLC	Shares	11.2KSH	$3.1M
24	Teamwork Financial Advisors, LLC	Shares	10.8KSH	$2.9M
25	Guided Capital Wealth Management, LLC	Shares	10.6KSH	$2.9M
26	ABN AMRO INVESTMENT SOLUTIONS	Shares	10.3KSH	$2.8M
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.1KSH	$2.5M
28	Narwhal Capital Management	Shares	8.9KSH	$2.4M
29	TrueMark Investments, LLC	Shares	8.5KSH	$2.3M
30	Fideuram Asset Management (Ireland) dac	Shares	9.0KSH	$2.1M
31	SBI Okasan Asset Management Co.Ltd.	Shares	7.4KSH	$2.0M
32	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	7.2KSH	$2.0M
33	EXCHANGE TRADED CONCEPTS, LLC	Shares	7.0KSH	$1.9M
34	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	7.0KSH	$1.9M
35	GATEWAY INVESTMENT ADVISERS LLC	Shares	6.7KSH	$1.8M
36	BURNEY CO/	Shares	6.6KSH	$1.8M
37	CARY STREET PARTNERS FINANCIAL LLC	Shares	5.4KSH	$1.5M
38	NorthCrest Asset Manangement, LLC	Shares	5.2KSH	$1.5M
39	IFP Advisors, Inc	Shares	5.3KSH	$1.4M
40	Roxbury Financial LLC	Shares	5.0KSH	$1.4M
41	Envestnet Portfolio Solutions, Inc.	Shares	4.9KSH	$1.3M
42	D.A. DAVIDSON & CO.	Shares	4.7KSH	$1.3M
43	Octavia Wealth Advisors, LLC	Shares	4.5KSH	$1.2M
44	HARBOR INVESTMENT ADVISORY, LLC	Shares	4.4KSH	$1.2M
45	Sequoia Financial Advisors, LLC	Shares	4.3KSH	$1.2M
46	Tema ETFs LLC	Shares	4.2KSH	$1.2M
47	BENJAMIN EDWARDS INC	Shares	4.2KSH	$1.1M
48	Colonial River Investments, LLC	Shares	4.1KSH	$1.1M
49	WADDELL & ASSOCIATES, LLC	Shares	3.8KSH	$1.0M
50	MISSION WEALTH MANAGEMENT, LP	Shares	3.8KSH	$1.0M

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

50 / 179 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+190.3K	+$56.0M	$68.1M
2	Robeco Institutional Asset Management B.V. added	Shares	+2.9K	+$29.8M	$110.9M
3	ZEVENBERGEN CAPITAL INVESTMENTS LLC trimmed	Shares	-6.9K	+$16.8M	$69.1M
4	Artemis Investment Management LLP added	Shares	+8.8K	+$16.1M	$54.3M
5	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+14.7K	+$4.0M	$4.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.3K	+$3.9M	$13.5M
7	MEITAV INVESTMENT HOUSE LTD new	Shares	+14.2K	+$3.9M	$3.9M
8	Systrade AG unchanged	Shares	0	+$3.6M	$13.6M
9	Swedbank AB unchanged	Shares	0	+$3.3M	$12.4M
10	Bouvel Investment Partners, LLC new	Shares	+11.2K	+$3.1M	$3.1M
11	IFM Investors Pty Ltd added	Shares	+4.3K	+$3.0M	$8.2M
12	Teamwork Financial Advisors, LLC new	Shares	+10.8K	+$2.9M	$2.9M
13	QRG CAPITAL MANAGEMENT, INC. added	Shares	+4.8K	+$2.4M	$5.3M
14	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-3.7K	+$2.2M	$11.0M
15	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.3K	+$1.9M	$9.0M
16	SeaBridge Investment Advisors LLC added	Shares	+91	+$1.9M	$7.2M
17	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+6.7K	+$1.8M	$1.8M
18	BURNEY CO/ new	Shares	+6.6K	+$1.8M	$1.8M
19	Police & Firemen's Retirement System of New Jersey added	Shares	+362	+$1.5M	$5.6M
20	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.1K	+$1.5M	$2.5M
21	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+4.7K	+$1.3M	$1.5M
22	Rockingstone Advisors LLC added	Shares	+134	+$1.2M	$4.6M
23	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+1.2K	+$1.2M	$3.7M
24	DAVENPORT & Co LLC trimmed	Shares	-2.1K	+$1.2M	$6.2M
25	Roxbury Financial LLC added	Shares	+4.1K	+$1.2M	$1.4M
26	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.2M	$4.5M
27	IFP Advisors, Inc added	Shares	+3.8K	+$1.1M	$1.4M
28	Merit Financial Group, LLC trimmed	Shares	-516	+$1.1M	$4.7M
29	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.8K	+$1.0M	$1.0M
30	TrueMark Investments, LLC added	Shares	+2.0K	+$1.0M	$2.3M
31	Catalyst Capital Advisors LLC new	Shares	+3.6K	+$970.4K	$970.4K
32	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$929.5K	$3.5M
33	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+941	+$923.3K	$2.8M
34	Guided Capital Wealth Management, LLC trimmed	Shares	-36	+$748.6K	$2.9M
35	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$632.5K	$2.0M
36	Narwhal Capital Management trimmed	Shares	-176	+$602.7K	$2.4M
37	DARA CAPITAL US, INC. new	Shares	+2.2K	+$589.3K	$589.3K
38	China Universal Asset Management Co., Ltd. added	Shares	+1.3K	+$511.2K	$977.2K
39	NorthCrest Asset Manangement, LLC added	Shares	+468	+$478.5K	$1.5M
40	D.A. DAVIDSON & CO. added	Shares	+697	+$476.3K	$1.3M
41	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+813	+$476.2K	$1.2M
42	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-208	+$461.8K	$1.9M
43	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna trimmed	Shares	-220	+$454.8K	$1.9M
44	Envestnet Portfolio Solutions, Inc. added	Shares	+429	+$437.4K	$1.3M
45	AG2R LA MONDIALE GESTION D'ACTIFS trimmed	Shares	-442	+$427.0K	$2.0M
46	Sequoia Financial Advisors, LLC added	Shares	+578	+$419.8K	$1.2M
47	Apeiron RIA LLC new	Shares	+5.3K	+$367.4K	$367.4K
48	Diversified Trust Co new	Shares	+1.3K	+$352.1K	$352.1K
49	Octavia Wealth Advisors, LLC trimmed	Shares	-61	+$308.5K	$1.2M
50	LRI Investments, LLC added	Shares	+958	+$305.7K	$433.3K

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