Filing Research | NEUBERGER R/EST SECS INC FD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	ABSOLUTE INVESTMENT ADVISERS, LLC	Shares	1.7MSH	$5.2M
2	Shaker Financial Services, LLC	Shares	381.9KSH	$1.2M
3	BENJAMIN EDWARDS INC	Shares	61.2KSH	$185.5K
4	Live Oak Private Wealth LLC	Shares	56.1KSH	$170.1K
5	DECISION INVESTMENTS, INC	Shares	26.4KSH	$79.9K
6	Fingerlakes Wealth Management, Inc.	Shares	16.1KSH	$48.6K
7	E&G Advisors, LLC	Shares	10.2KSH	$30.9K
8	Community Financial Services Group, LLC	Shares	8.6KSH	$26.1K
9	CoreCap Advisors, LLC	Shares	2.5KSH	$7.6K
10	HIGHLINE WEALTH PARTNERS LLC	Shares	2.0KSH	$6.1K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	870SH	$2.7K
12	Fortis Group Advisors, LLC	Shares	666SH	$2.0K
13	Cape Investment Advisory, Inc.	Shares	200SH	$606

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

14 / 14 loaded

#		Instrument
1	ABSOLUTE INVESTMENT ADVISERS, LLC added	Shares	+277.9K	+$1.1M	$5.2M
2	Shaker Financial Services, LLC trimmed	Shares	-7.7K	+$50.6K	$1.2M
3	BENJAMIN EDWARDS INC added	Shares	+1.2K	+$15.1K	$185.5K
4	Live Oak Private Wealth LLC unchanged	Shares	0	+$10.7K	$170.1K
5	Fingerlakes Wealth Management, Inc. added	Shares	+1.7K	+$7.8K	$48.6K
6	DECISION INVESTMENTS, INC trimmed	Shares	-100	+$4.7K	$79.9K
7	Community Financial Services Group, LLC unchanged	Shares	0	+$1.5K	$26.1K
8	Cape Investment Advisory, Inc. new	Shares	+200	+$606	$606
9	E&G Advisors, LLC trimmed	Shares	-500	+$518	$30.9K
10	CoreCap Advisors, LLC unchanged	Shares	0	+$475	$7.6K
11	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$380	$6.1K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$148	$2.7K
13	Fortis Group Advisors, LLC unchanged	Shares	0	+$127	$2.0K
14	Colorado Capital Management, Inc. exited	Shares	-11.3K	-$32	$0

Filing Research | NEUBERGER R/EST SECS INC FD Institutional Holdings