Filing Research | NXDR - NEXTDOOR HOLDINGS INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	156.4KSH	$335.6K
2	Byrne Asset Management LLC	Shares	145.6KSH	$330.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	62.0KSH	$140.7K
4	Crewe Advisors LLC	Shares	60.0KSH	$136.2K
5	Abel Hall, LLC	Shares	43.9KSH	$99.6K
6	Merit Financial Group, LLC	Shares	27.4KSH	$62.2K
7	NorthCrest Asset Manangement, LLC	Shares	16.1KSH	$38.3K
8	Farther Finance Advisors, LLC	Shares	12.7KSH	$28.9K
9	ARMSTRONG HENRY H ASSOCIATES INC	Shares	10.2KSH	$23.2K
10	EverSource Wealth Advisors, LLC	Shares	9.5KSH	$21.6K
11	Marquette Asset Management, LLC	Shares	2.9KSH	$6.5K
12	Fortitude Family Office, LLC	Shares	2.4KSH	$5.4K
13	True Wealth Design, LLC	Shares	2.3KSH	$5.2K
14	Bogart Wealth, LLC	Shares	2.0KSH	$4.5K
15	IFP Advisors, Inc	Shares	1.6KSH	$3.7K
16	SIGNATUREFD, LLC	Shares	1.3KSH	$2.9K
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.0KSH	$2.3K
18	MassMutual Private Wealth & Trust, FSB	Shares	534SH	$1.2K
19	Wealth Enhancement Trust Services, Inc.	Shares	440SH	$999
20	SBI Securities Co., Ltd.	Shares	302SH	$686
21	SJS Investment Consulting Inc.	Shares	263SH	$598
22	Trust Co	Shares	227SH	$515
23	Versant Capital Management, Inc	Shares	144SH	$327
24	GAMMA Investing LLC	Shares	93SH	$211
25	FNY Investment Advisers, LLC	Shares	100SH	$0

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

29 / 29 loaded

#		Instrument
1	Byrne Asset Management LLC added	Shares	+16.0K	+$149.1K	$330.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.3K	+$146.8K	$335.6K
3	Crewe Advisors LLC new	Shares	+60.0K	+$136.2K	$136.2K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$53.9K	$140.7K
5	Abel Hall, LLC trimmed	Shares	-8.4K	+$26.4K	$99.6K
6	NorthCrest Asset Manangement, LLC added	Shares	+5.8K	+$23.8K	$38.3K
7	Merit Financial Group, LLC trimmed	Shares	-5.2K	+$16.6K	$62.2K
8	Farther Finance Advisors, LLC added	Shares	+470	+$11.7K	$28.9K
9	ARMSTRONG HENRY H ASSOCIATES INC unchanged	Shares	0	+$8.9K	$23.2K
10	EverSource Wealth Advisors, LLC trimmed	Shares	-118	+$8.1K	$21.6K
11	Marquette Asset Management, LLC added	Shares	+357	+$3.0K	$6.5K
12	Fortitude Family Office, LLC added	Shares	+344	+$2.6K	$5.4K
13	IFP Advisors, Inc added	Shares	+572	+$2.2K	$3.7K
14	SIGNATUREFD, LLC added	Shares	+540	+$1.9K	$2.9K
15	Bogart Wealth, LLC unchanged	Shares	0	+$1.7K	$4.5K
16	MassMutual Private Wealth & Trust, FSB new	Shares	+534	+$1.2K	$1.2K
17	True Wealth Design, LLC trimmed	Shares	-692	+$1.0K	$5.2K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+440	+$999	$999
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$870	$2.3K
20	SBI Securities Co., Ltd. added	Shares	+202	+$546	$686
21	SJS Investment Consulting Inc. added	Shares	+182	+$484	$598
22	GAMMA Investing LLC new	Shares	+93	+$211	$211
23	Trust Co unchanged	Shares	0	+$197	$515
24	Versant Capital Management, Inc unchanged	Shares	0	+$125	$327
25	FNY Investment Advisers, LLC trimmed	Shares	-200	$0	$0
26	Sound Income Strategies, LLC exited	Shares	-24	-$34	$0
27	Vision Retirement, LLC exited	Shares	-1.6K	-$2.3K	$0
28	LRI Investments, LLC exited	Shares	-1.7K	-$2.4K	$0
29	GC Wealth Management RIA, LLC exited	Shares	-46.6K	-$65.3K	$0