Filing Research | NXDT - NEXPOINT DIVERSIFIED REL ET Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Camelot Portfolios, LLC	Shares	257.0KSH	$1.3M
2	MADDEN SECURITIES Corp	Shares	231.7KSH	$1.2M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	185.1KSH	$960.8K
4	Catalyst Capital Advisors LLC	Shares	35.3KSH	$183.1K
5	Sovereign Financial Group, Inc.	Shares	33.2KSH	$172.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	13.1KSH	$68.1K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.3KSH	$53.7K
8	IFP Advisors, Inc	Shares	4.8KSH	$24.9K
9	GAMMA Investing LLC	Shares	1.4KSH	$7.2K
10	Versant Capital Management, Inc	Shares	1.2KSH	$6.2K
11	Farther Finance Advisors, LLC	Shares	145SH	$753
12	EverSource Wealth Advisors, LLC	Shares	129SH	$670
13	DHJJ Financial Advisors, Ltd.	Shares	35SH	$182
14	AdvisorNet Financial, Inc	Shares	31SH	$161
15	State of Alaska, Department of Revenue	Shares	18.8KSH	$97
16	True Wealth Design, LLC	Shares	16SH	$84
17	SJS Investment Consulting Inc.	Shares	9SH	$47
18	Fortitude Family Office, LLC	Shares	5SH	$26

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

19 / 19 loaded

#		Instrument
1	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+16.9K	+$175.1K	$960.8K
2	MADDEN SECURITIES Corp added	Shares	+4.9K	+$143.5K	$1.2M
3	Camelot Portfolios, LLC trimmed	Shares	-1.8K	+$125.1K	$1.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.3K	+$53.7K	$53.7K
5	Sovereign Financial Group, Inc. added	Shares	+2.7K	+$29.9K	$172.2K
6	Catalyst Capital Advisors LLC added	Shares	+811	+$22.1K	$183.1K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.8K	$68.1K
8	GAMMA Investing LLC added	Shares	+678	+$3.9K	$7.2K
9	IFP Advisors, Inc trimmed	Shares	-6	+$2.5K	$24.9K
10	Versant Capital Management, Inc added	Shares	+56	+$880	$6.2K
11	Farther Finance Advisors, LLC added	Shares	+130	+$686	$753
12	True Wealth Design, LLC added	Shares	+8	+$46	$84
13	SJS Investment Consulting Inc. added	Shares	+8	+$42	$47
14	Fortitude Family Office, LLC new	Shares	+5	+$26	$26
15	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$18	$182
16	AdvisorNet Financial, Inc unchanged	Shares	0	+$16	$161
17	State of Alaska, Department of Revenue added	Shares	+423	+$12	$97
18	EverSource Wealth Advisors, LLC trimmed	Shares	-25	-$49	$670
19	Mountain Hill Investment Partners Corp. exited	Shares	-260	-$1.2K	$0

Filing Research | NXDT - NEXPOINT DIVERSIFIED REL ET Institutional Holdings