Filing Research | NICE LTD Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	617.8KSH	$56.1M
2	Kopion Asset Management, LLC	Shares	146.3KSH	$13.3M
3	Corecam Pte. Ltd.	Shares	33.0KSH	$3.0M
4	Swedbank AB	Shares	30.5KSH	$2.8M
5	Taylor Frigon Capital Management LLC	Shares	29.1KSH	$2.6M
6	Haven Capital Group, Inc.	Shares	26.6KSH	$2.4M
7	Guardian Wealth Management, Inc.	Shares	24.1KSH	$2.2M
8	GHP Investment Advisors, Inc.	Shares	17.4KSH	$1.6M
9	Corecam AG	Shares	16.1KSH	$1.5M
10	DAVENPORT & Co LLC	Shares	15.6KSH	$1.4M
11	ROMANO BROTHERS AND COMPANY	Shares	10.6KSH	$965.3K
12	QRG CAPITAL MANAGEMENT, INC.	Shares	9.1KSH	$826.7K
13	TT International Asset Management LTD	Shares	9.1KSH	$825.2K
14	NorthCrest Asset Manangement, LLC	Shares	7.7KSH	$751.8K
15	Chemistry Wealth Management LLC	Shares	7.9KSH	$717.7K
16	Crossmark Global Holdings, Inc.	Shares	6.6KSH	$599.6K
17	Miller Global Investments, LLC	Shares	6.0KSH	$542.2K
18	Sequoia Financial Advisors, LLC	Shares	5.1KSH	$466.8K
19	FIRST HORIZON CORP	Shares	5.1KSH	$466.1K
20	180 WEALTH ADVISORS, LLC	Shares	4.8KSH	$437.3K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.9KSH	$431.6K
22	Murphy Pohlad Asset Management LLC	Shares	4.3KSH	$392.0K
23	SUMMITRY LLC	Shares	4.2KSH	$378.1K
24	LANARK FINANCIAL, INC.	Shares	3.9KSH	$353.5K
25	Legacy Wealth Asset Management, LLC	Shares	3.8KSH	$344.9K
26	Blue Trust, Inc.	Shares	3.7KSH	$334.1K
27	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	3.5KSH	$313.4K
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.8KSH	$254.3K
29	BFSG, LLC	Shares	2.6KSH	$233.1K
30	Plan A Wealth LLC	Shares	2.3KSH	$208.9K
31	Investors Research Corp	Shares	2.3KSH	$205.6K
32	SIGNATUREFD, LLC	Shares	2.3KSH	$204.8K
33	Farther Finance Advisors, LLC	Shares	681SH	$61.9K
34	Financial Perspectives, Inc	Shares	635SH	$57.7K
35	GAMMA Investing LLC	Shares	491SH	$44.6K
36	Spire Wealth Management	Shares	456SH	$41.4K
37	IFP Advisors, Inc	Shares	438SH	$39.8K
38	Grove Bank & Trust	Shares	361SH	$32.8K
39	AdvisorNet Financial, Inc	Shares	349SH	$31.7K
40	EverSource Wealth Advisors, LLC	Shares	254SH	$23.1K
41	Versant Capital Management, Inc	Shares	239SH	$21.7K
42	HARBOR INVESTMENT ADVISORY, LLC	Shares	187SH	$17.0K
43	Physician Wealth Advisors, Inc.	Shares	185SH	$16.8K
44	CoreCap Advisors, LLC	Shares	100SH	$9.1K
45	Ares Financial Consulting, LLC	Shares	89SH	$8.1K
46	Vermillion Wealth Management, Inc.	Shares	80SH	$7.3K
47	EVOLUTION WEALTH MANAGEMENT INC.	Shares	62SH	$5.6K
48	Cromwell Holdings LLC	Shares	36SH	$3.3K
49	ADIRONDACK TRUST CO	Shares	30SH	$2.7K
50	ALBION FINANCIAL GROUP /UT	Shares	26SH	$2.4K

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

50 / 77 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+617.8K	+$56.1M	$56.1M
2	Taylor Frigon Capital Management LLC added	Shares	+11.1K	+$657.5K	$2.6M
3	Kopion Asset Management, LLC added	Shares	+31.2K	+$606.0K	$13.3M
4	Miller Global Investments, LLC new	Shares	+6.0K	+$542.2K	$542.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.1K	+$134.0K	$431.6K
6	180 WEALTH ADVISORS, LLC added	Shares	+1.3K	+$44.4K	$437.3K
7	EASTERN BANK new	Shares	+25	+$2.3K	$2.3K
8	BFSG, LLC added	Shares	+457	+$583	$233.1K
9	Bogart Wealth, LLC new	Shares	+1	+$91	$91
10	PARK AVENUE SECURITIES LLC trimmed	Shares	-176	-$73	$250
11	Crewe Advisors LLC unchanged	Shares	0	-$97	$455
12	Sound Income Strategies, LLC exited	Shares	-1	-$110	$0
13	Abound Wealth Management exited	Shares	-2	-$221	$0
14	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-2	-$260	$182
15	Arlington Trust Co LLC unchanged	Shares	0	-$291	$1.4K
16	FINANCIAL CONSULATE, INC trimmed	Shares	-3	-$447	$546
17	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$504	$2.4K
18	ADIRONDACK TRUST CO unchanged	Shares	0	-$582	$2.7K
19	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$1.2K	$5.6K
20	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$1.6K	$7.3K
21	Retirement Wealth Solutions LLC trimmed	Shares	-14	-$1.7K	$546
22	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.7K	$8.1K
23	Physician Wealth Advisors, Inc. added	Shares	+6	-$2.9K	$16.8K
24	True Wealth Design, LLC exited	Shares	-34	-$3.7K	$0
25	Farther Finance Advisors, LLC added	Shares	+79	-$4.4K	$61.9K
26	CoreCap Advisors, LLC trimmed	Shares	-31	-$5.4K	$9.1K
27	Chemistry Wealth Management LLC added	Shares	+1.3K	-$6.5K	$717.7K
28	AdvisorNet Financial, Inc unchanged	Shares	0	-$6.8K	$31.7K
29	Crossmark Global Holdings, Inc. added	Shares	+1.1K	-$7.0K	$599.6K
30	Grove Bank & Trust trimmed	Shares	-12	-$8.3K	$32.8K
31	LRI Investments, LLC trimmed	Shares	-79	-$8.7K	$182
32	IFP Advisors, Inc trimmed	Shares	-3	-$8.8K	$39.8K
33	Spire Wealth Management unchanged	Shares	0	-$8.9K	$41.4K
34	Owl Creek Wealth Partners LLC exited	Shares	-101	-$11.1K	$0
35	Financial Perspectives, Inc unchanged	Shares	0	-$12.3K	$57.7K
36	Plan A Wealth LLC added	Shares	+286	-$13.1K	$208.9K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-128	-$19.0K	$23.1K
38	BEACON INVESTMENT ADVISORY SERVICES, INC. exited	Shares	-300	-$33.1K	$0
39	SIGNATUREFD, LLC added	Shares	+53	-$37.9K	$204.8K
40	Cromwell Holdings LLC trimmed	Shares	-352	-$39.5K	$3.3K
41	Versant Capital Management, Inc trimmed	Shares	-350	-$43.2K	$21.7K
42	Wealth Enhancement Trust Services, Inc. exited	Shares	-411	-$45.3K	$0
43	GAMMA Investing LLC trimmed	Shares	-432	-$57.2K	$44.6K
44	Investors Research Corp trimmed	Shares	-168	-$62.4K	$205.6K
45	LANARK FINANCIAL, INC. added	Shares	+116	-$62.7K	$353.5K
46	Legacy Wealth Asset Management, LLC added	Shares	+89	-$63.9K	$344.9K
47	HIGHLAND CAPITAL MANAGEMENT, LLC unchanged	Shares	0	-$67.0K	$313.4K
48	SUMMITRY LLC added	Shares	+81	-$71.9K	$378.1K
49	Blue Trust, Inc. trimmed	Shares	-166	-$89.7K	$334.1K
50	FIRST HORIZON CORP added	Shares	+70	-$91.9K	$466.1K

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