Filing Research | NTSK - NETSKOPE INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	2.3MSH	$25.1M
2	ARDSLEY ADVISORY PARTNERS LP	Shares	109.5KSH	$1.2M
3	Mirae Asset Global Investments Co., Ltd.	Shares	74.5KSH	$814.8K
4	Triumph Capital Management	Shares	70.5KSH	$771.3K
5	Y-Intercept (Hong Kong) Ltd	Shares	61.0KSH	$666.9K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.7KSH	$649.2K
7	Abound Wealth Management	Shares	45.3KSH	$495.6K
8	CHIRON CAPITAL MANAGEMENT, LLC	Shares	38.9KSH	$425.6K
9	Lantz Financial LLC	Shares	24.2KSH	$264.7K
10	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	17.6KSH	$192.6K
11	D.A. DAVIDSON & CO.	Shares	17.6KSH	$192.0K
12	Olympiad Research LP	Shares	16.8KSH	$183.7K
13	SBI Securities Co., Ltd.	Shares	14.6KSH	$160.0K
14	Walser Wealth Management Company, A Ltd Liability Co	Shares	14.6KSH	$159.9K
15	Pine Valley Investments Ltd Liability Co	Shares	13.4KSH	$146.6K
16	Mesirow Financial Investment Management, Inc.	Shares	10.7KSH	$117.1K
17	Prospera Financial Services Inc	Shares	10.4KSH	$114.3K
18	Bangor Savings Bank	Shares	9.5KSH	$103.8K
19	DARA CAPITAL US, INC.	Shares	7.5KSH	$81.9K
20	IFP Advisors, Inc	Shares	5.0KSH	$54.2K
21	Farther Finance Advisors, LLC	Shares	3.3KSH	$35.6K
22	Activest Wealth Management	Shares	3.0KSH	$32.8K
23	Hilltop National Bank	Shares	500SH	$5.5K
24	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	115SH	$1.3K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$1.2K
26	LANARK FINANCIAL, INC.	Shares	100SH	$1.1K
27	Tradewinds Capital Management, LLC	Shares	100SH	$1.1K
28	Golden State Wealth Management, LLC	Shares	45SH	$492
29	Physician Wealth Advisors, Inc.	Shares	43SH	$471
30	FNY Investment Advisers, LLC	Shares	8.5KSH	$92
31	TSFG, LLC	Shares	400SH	$4

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

34 / 34 loaded

#		Instrument
1	WASATCH ADVISORS LP new	Shares	+2.3M	+$25.1M	$25.1M
2	ARDSLEY ADVISORY PARTNERS LP new	Shares	+109.5K	+$1.2M	$1.2M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+61.0K	+$666.9K	$666.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+52.7K	+$649.2K	$649.2K
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+53.5K	+$636.4K	$814.8K
6	Abound Wealth Management new	Shares	+45.3K	+$495.6K	$495.6K
7	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+25.3K	+$310.1K	$425.6K
8	Lantz Financial LLC new	Shares	+24.2K	+$264.7K	$264.7K
9	CAMELOT TECHNOLOGY ADVISORS, INC. new	Shares	+17.6K	+$192.6K	$192.6K
10	Triumph Capital Management added	Shares	+2.0K	+$189.5K	$771.3K
11	Olympiad Research LP new	Shares	+16.8K	+$183.7K	$183.7K
12	Mesirow Financial Investment Management, Inc. new	Shares	+10.7K	+$117.1K	$117.1K
13	Bangor Savings Bank new	Shares	+9.5K	+$103.8K	$103.8K
14	SBI Securities Co., Ltd. added	Shares	+7.4K	+$98.7K	$160.0K
15	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+3.0K	+$61.7K	$159.9K
16	DARA CAPITAL US, INC. added	Shares	+3.4K	+$46.9K	$81.9K
17	Pine Valley Investments Ltd Liability Co added	Shares	+900	+$40.5K	$146.6K
18	Activest Wealth Management new	Shares	+3.0K	+$32.8K	$32.8K
19	Prospera Financial Services Inc unchanged	Shares	0	+$25.6K	$114.3K
20	D.A. DAVIDSON & CO. trimmed	Shares	-3.0K	+$17.1K	$192.0K
21	Farther Finance Advisors, LLC added	Shares	+900	+$15.9K	$35.6K
22	Hilltop National Bank unchanged	Shares	0	+$1.2K	$5.5K
23	Physician Wealth Advisors, Inc. new	Shares	+43	+$471	$471
24	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+8	+$350	$1.3K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$329	$1.2K
26	LANARK FINANCIAL, INC. unchanged	Shares	0	+$245	$1.1K
27	Tradewinds Capital Management, LLC unchanged	Shares	0	+$245	$1.1K
28	Golden State Wealth Management, LLC unchanged	Shares	0	+$110	$492
29	FNY Investment Advisers, LLC added	Shares	+4.0K	+$54	$92
30	TSFG, LLC unchanged	Shares	0	+$1	$4
31	GAMMA Investing LLC exited	Shares	-10	-$85	$0
32	TOMPKINS FINANCIAL CORP exited	Shares	-20	-$170	$0
33	IFP Advisors, Inc trimmed	Shares	-1.6K	-$1.5K	$54.2K
34	OFI INVEST ASSET MANAGEMENT exited	Shares	-841.1K	-$6.2M	$0