Filing Research | NXXT - NEXTNRG INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	B. Riley Wealth Advisors, Inc.	Shares	2.1MSH	$698.1K
2	Themes Management Co LLC	Shares	226.6KSH	$79.3K
3	Apollon Wealth Management, LLC	Shares	22.8KSH	$8.0K
4	Revisor Wealth Management LLC	Shares	16.4KSH	$5.7K
5	SIGNATUREFD, LLC	Shares	3.3KSH	$1.2K
6	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$807
7	SBI Securities Co., Ltd.	Shares	510SH	$179
8	Farther Finance Advisors, LLC	Shares	88SH	$31
9	IFP Advisors, Inc	Shares	57SH	$20
10	SJS Investment Consulting Inc.	Shares	13SH	$5
11	Fortitude Family Office, LLC	Shares	2SH	$1
12	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$0

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

15 / 15 loaded

#		Instrument
1	B. Riley Wealth Advisors, Inc. added	Shares	+1.2M	+$337.2K	$698.1K
2	Apollon Wealth Management, LLC new	Shares	+22.8K	+$8.0K	$8.0K
3	SBI Securities Co., Ltd. added	Shares	+130	+$27	$179
4	SJS Investment Consulting Inc. new	Shares	+13	+$5	$5
5	Fortitude Family Office, LLC new	Shares	+2	+$1	$1
6	Wealth Enhancement Trust Services, Inc. new	Shares	+1	$0	$0
7	True Wealth Design, LLC exited	Shares	-63	-$26	$0
8	Farther Finance Advisors, LLC trimmed	Shares	-67	-$30	$31
9	IFP Advisors, Inc trimmed	Shares	-212	-$88	$20
10	SIGNATUREFD, LLC unchanged	Shares	0	-$166	$1.2K
11	EverSource Wealth Advisors, LLC trimmed	Shares	-389	-$270	$807
12	Revisor Wealth Management LLC unchanged	Shares	0	-$816	$5.7K
13	Sivia Capital Partners, LLC exited	Shares	-10.1K	-$4.0K	$0
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-11.5K	-$4.6K	$0
15	Themes Management Co LLC trimmed	Shares	-23.4K	-$20.7K	$79.3K

Filing Research | NXXT - NEXTNRG INC Institutional Holdings