Filing Research | NVTS - NAVITAS SEMICONDUCTOR CORP Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	180 WEALTH ADVISORS, LLC	Shares	123.3KSH	$2.2M
2	Wealth Management Associates, Inc.	Shares	97.3KSH	$1.7M
3	Capstone Capital Management Ltd	Shares	69.5KSH	$1.2M
4	Duncan Williams Asset Management, LLC	Shares	60.0KSH	$1.1M
5	MOODY ALDRICH PARTNERS LLC	Shares	59.9KSH	$1.1M
6	Police & Firemen's Retirement System of New Jersey	Shares	56.3KSH	$1.0M
7	Prospera Financial Services Inc	Shares	39.8KSH	$712.4K
8	DAVENPORT & Co LLC	Shares	30.2KSH	$540.3K
9	Sava Infond d.o.o.	Shares	29.0KSH	$519.7K
10	Diversified Trust Co	Shares	27.3KSH	$489.5K
11	SBI Securities Co., Ltd.	Shares	26.1KSH	$467.7K
12	TOTH FINANCIAL ADVISORY CORP	Shares	21.1KSH	$378.1K
13	INDEPENDENT FINANCIAL GROUP, LLC	Shares	19.3KSH	$345.6K
14	Lodestone Wealth Management LLC	Shares	16.7KSH	$298.5K
15	Fortitude Advisory Group L.L.C.	Shares	16.6KSH	$297.4K
16	BENJAMIN EDWARDS INC	Shares	16.5KSH	$295.7K
17	Counterpoint Mutual Funds LLC	Shares	15.6KSH	$279.4K
18	Apollon Wealth Management, LLC	Shares	14.1KSH	$252.7K
19	Abel Hall, LLC	Shares	13.7KSH	$245.0K
20	Ballentine Partners, LLC	Shares	13.7KSH	$244.9K
21	Wealthcare Advisory Partners LLC	Shares	11.3KSH	$201.8K
22	Wealth Management Partners, LLC	Shares	11.0KSH	$197.1K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$169.3K
24	Union Bancaire Privee, UBP SA	Shares	6.5KSH	$115.5K
25	Activest Wealth Management	Shares	6.3KSH	$112.0K
26	GAMMA Investing LLC	Shares	5.8KSH	$103.2K
27	WOLFF WIESE MAGANA LLC	Shares	5.0KSH	$89.6K
28	SIGNATUREFD, LLC	Shares	3.9KSH	$69.0K
29	IFP Advisors, Inc	Shares	2.7KSH	$49.0K
30	Farther Finance Advisors, LLC	Shares	2.3KSH	$40.8K
31	CoreCap Advisors, LLC	Shares	2.3KSH	$40.4K
32	Cedar Mountain Advisors, LLC	Shares	2.0KSH	$35.8K
33	Beaird Harris Wealth Management, LLC	Shares	1.7KSH	$31.2K
34	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$26.8K
35	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.0KSH	$17.9K
36	GoalVest Advisory LLC	Shares	990SH	$17.7K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.0KSH	$16.5K
38	AdvisorNet Financial, Inc	Shares	890SH	$15.9K
39	Versant Capital Management, Inc	Shares	760SH	$13.6K
40	HHM Wealth Advisors, LLC	Shares	640SH	$11.5K
41	Atlantic Edge Private Wealth Management, LLC	Shares	508SH	$9.1K
42	Berbice Capital Management LLC	Shares	500SH	$9.0K
43	HARBOR INVESTMENT ADVISORY, LLC	Shares	500SH	$9.0K
44	VIMA LLC	Shares	500SH	$9.0K
45	West Financial Advisors, LLC	Shares	500SH	$9.0K
46	Nvest Wealth Strategies, Inc.	Shares	487SH	$8.7K
47	LOUISBOURG INVESTMENTS INC.	Shares	300SH	$5.4K
48	Fortitude Family Office, LLC	Shares	244SH	$4.4K
49	Golden State Wealth Management, LLC	Shares	222SH	$4.0K
50	Strategic Investment Solutions, Inc. /IL	Shares	200SH	$3.6K

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

50 / 70 loaded

#		Instrument
1	Capstone Capital Management Ltd new	Shares	+69.5K	+$1.2M	$1.2M
2	180 WEALTH ADVISORS, LLC trimmed	Shares	-3.3K	+$1.1M	$2.2M
3	MOODY ALDRICH PARTNERS LLC new	Shares	+59.9K	+$1.1M	$1.1M
4	Wealth Management Associates, Inc. added	Shares	+3.5K	+$920.3K	$1.7M
5	Duncan Williams Asset Management, LLC unchanged	Shares	0	+$549.0K	$1.1M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	+$532.3K	$1.0M
7	Sava Infond d.o.o. new	Shares	+29.0K	+$519.7K	$519.7K
8	DAVENPORT & Co LLC added	Shares	+4.8K	+$318.4K	$540.3K
9	Counterpoint Mutual Funds LLC new	Shares	+15.6K	+$279.4K	$279.4K
10	Diversified Trust Co added	Shares	+805	+$257.0K	$489.5K
11	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.5K	+$215.9K	$345.6K
12	TOTH FINANCIAL ADVISORY CORP added	Shares	+100	+$193.9K	$378.1K
13	Lodestone Wealth Management LLC added	Shares	+2.6K	+$175.4K	$298.5K
14	Prospera Financial Services Inc trimmed	Shares	-23.1K	+$161.3K	$712.4K
15	Fortitude Advisory Group L.L.C. unchanged	Shares	0	+$151.8K	$297.4K
16	BENJAMIN EDWARDS INC unchanged	Shares	0	+$151.0K	$295.7K
17	Abel Hall, LLC added	Shares	+1.1K	+$134.4K	$245.0K
18	Apollon Wealth Management, LLC trimmed	Shares	-68	+$128.5K	$252.7K
19	SBI Securities Co., Ltd. trimmed	Shares	-12.6K	+$127.9K	$467.7K
20	Ballentine Partners, LLC added	Shares	+183	+$126.6K	$244.9K
21	Union Bancaire Privee, UBP SA new	Shares	+6.5K	+$115.5K	$115.5K
22	Wealthcare Advisory Partners LLC added	Shares	+653	+$108.8K	$201.8K
23	Activest Wealth Management added	Shares	+4.8K	+$98.8K	$112.0K
24	GAMMA Investing LLC added	Shares	+425	+$56.4K	$103.2K
25	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$45.8K	$89.6K
26	SIGNATUREFD, LLC added	Shares	+676	+$41.2K	$69.0K
27	Farther Finance Advisors, LLC added	Shares	+1.4K	+$33.7K	$40.8K
28	Beaird Harris Wealth Management, LLC added	Shares	+1.2K	+$26.8K	$31.2K
29	IFP Advisors, Inc trimmed	Shares	-100	+$24.1K	$49.0K
30	CoreCap Advisors, LLC added	Shares	+387	+$24.0K	$40.4K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.1K	+$22.8K	$169.3K
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$18.3K	$35.8K
33	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+1.0K	+$17.9K	$17.9K
34	GoalVest Advisory LLC new	Shares	+990	+$17.7K	$17.7K
35	Versant Capital Management, Inc added	Shares	+610	+$12.3K	$13.6K
36	Atlantic Edge Private Wealth Management, LLC new	Shares	+508	+$9.1K	$9.1K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-614	+$8.3K	$26.8K
38	AdvisorNet Financial, Inc unchanged	Shares	0	+$8.1K	$15.9K
39	HHM Wealth Advisors, LLC added	Shares	+140	+$7.1K	$11.5K
40	Berbice Capital Management LLC unchanged	Shares	0	+$4.6K	$9.0K
41	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$4.6K	$9.0K
42	West Financial Advisors, LLC unchanged	Shares	0	+$4.6K	$9.0K
43	Nvest Wealth Strategies, Inc. unchanged	Shares	0	+$4.5K	$8.7K
44	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	+$2.7K	$5.4K
45	MassMutual Private Wealth & Trust, FSB new	Shares	+143	+$2.6K	$2.6K
46	Fortitude Family Office, LLC unchanged	Shares	0	+$2.2K	$4.4K
47	Golden State Wealth Management, LLC unchanged	Shares	0	+$2.0K	$4.0K
48	BARRETT & COMPANY, INC. new	Shares	+105	+$1.9K	$1.9K
49	Bogart Wealth, LLC unchanged	Shares	0	+$1.4K	$2.7K
50	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$915	$1.8K

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