Filing Research | NVEC - NVE CORP Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Silverberg Bernstein Capital Management LLC	Shares	69.2KSH	$7.2M
2	ISTHMUS PARTNERS, LLC	Shares	50.0KSH	$5.2M
3	Merrion Investment Management Co, LLC	Shares	43.3KSH	$4.5M
4	Apollon Wealth Management, LLC	Shares	8.8KSH	$923.9K
5	Kings Path Partners LLC	Shares	7.4KSH	$774.2K
6	Y-Intercept (Hong Kong) Ltd	Shares	4.7KSH	$490.3K
7	Police & Firemen's Retirement System of New Jersey	Shares	1.3KSH	$135.1K
8	Versant Capital Management, Inc	Shares	654SH	$68.4K
9	SIGNATUREFD, LLC	Shares	459SH	$48.0K
10	GAMMA Investing LLC	Shares	219SH	$22.9K
11	Spire Wealth Management	Shares	100SH	$10.5K
12	MassMutual Private Wealth & Trust, FSB	Shares	35SH	$3.7K
13	SBI Securities Co., Ltd.	Shares	27SH	$2.8K
14	EverSource Wealth Advisors, LLC	Shares	9SH	$941
15	True Wealth Design, LLC	Shares	8SH	$837
16	Farther Finance Advisors, LLC	Shares	7SH	$726
17	Physician Wealth Advisors, Inc.	Shares	4SH	$419
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3SH	$318
19	State of Alaska, Department of Revenue	Shares	818SH	$85

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

21 / 21 loaded

#		Instrument
1	Silverberg Bernstein Capital Management LLC trimmed	Shares	-553	+$2.7M	$7.2M
2	ISTHMUS PARTNERS, LLC trimmed	Shares	-123	+$1.9M	$5.2M
3	Merrion Investment Management Co, LLC added	Shares	+565	+$1.7M	$4.5M
4	Apollon Wealth Management, LLC new	Shares	+8.8K	+$923.9K	$923.9K
5	Y-Intercept (Hong Kong) Ltd new	Shares	+4.7K	+$490.3K	$490.3K
6	Kings Path Partners LLC unchanged	Shares	0	+$334.9K	$774.2K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$50.5K	$135.1K
8	Versant Capital Management, Inc trimmed	Shares	-11	+$24.8K	$68.4K
9	SIGNATUREFD, LLC added	Shares	+44	+$20.8K	$48.0K
10	GAMMA Investing LLC added	Shares	+80	+$13.8K	$22.9K
11	Spire Wealth Management unchanged	Shares	0	+$3.9K	$10.5K
12	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.4K	$3.7K
13	SBI Securities Co., Ltd. unchanged	Shares	0	+$1.1K	$2.8K
14	Physician Wealth Advisors, Inc. new	Shares	+4	+$419	$419
15	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$351	$941
16	Farther Finance Advisors, LLC added	Shares	+1	+$316	$726
17	True Wealth Design, LLC trimmed	Shares	-1	+$247	$837
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$113	$318
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$32	$85
20	WOLFF WIESE MAGANA LLC exited	Shares	-11	-$721	$0
21	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-3.5K	-$230.4K	$0