Filing Research | NOVA LTD Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	512.7KSH	$278.4M
2	CONGRESS ASSET MANAGEMENT CO	Shares	127.9KSH	$69.4M
3	Mirae Asset Global Investments Co., Ltd.	Shares	42.3KSH	$23.0M
4	JAMES INVESTMENT RESEARCH, INC.	Shares	29.4KSH	$16.0M
5	Assenagon Asset Management S.A.	Shares	27.5KSH	$14.5M
6	MIZUHO MARKETS AMERICAS LLC	Shares	24.0KSH	$13.0M
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	20.0KSH	$10.8M
8	Tower View Wealth Management LLC	Shares	11.3KSH	$6.1M
9	ABN AMRO INVESTMENT SOLUTIONS	Shares	8.5KSH	$4.6M
10	Fideuram Asset Management (Ireland) dac	Shares	2.7KSH	$4.5M
11	GHP Investment Advisors, Inc.	Shares	6.6KSH	$3.6M
12	Baader Bank Aktiengesellschaft	Shares	3.4KSH	$1.8M
13	Global X Japan Co., Ltd.	Shares	3.3KSH	$1.8M
14	Yorktown Management & Research Co Inc	Shares	3.2KSH	$1.7M
15	Strategic Blueprint, LLC	Shares	2.8KSH	$1.5M
16	Hennion & Walsh Asset Management, Inc.	Shares	2.7KSH	$1.5M
17	Penobscot Investment Management Company, Inc.	Shares	2.0KSH	$1.1M
18	HMS Capital Management, LLC	Shares	1.9KSH	$1.0M
19	Blue Trust, Inc.	Shares	1.9KSH	$1.0M
20	Vision Retirement, LLC	Shares	1.8KSH	$982.5K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.5KSH	$825.8K
22	Legal Advantage Investments, Inc.	Shares	1.5KSH	$814.4K
23	Lifestyle Asset Management, Inc.	Shares	1.3KSH	$683.0K
24	SIGNATUREFD, LLC	Shares	1.2KSH	$645.6K
25	ASR Vermogensbeheer N.V.	Shares	1.1KSH	$556.6K
26	Portside Wealth Group, LLC	Shares	928SH	$503.8K
27	Integrated Financial Solutions, Inc.	Shares	905SH	$491.4K
28	Sequoia Financial Advisors, LLC	Shares	875SH	$475.1K
29	Ballentine Partners, LLC	Shares	817SH	$443.6K
30	EWA, LLC	Shares	800SH	$434.4K
31	Versant Capital Management, Inc	Shares	723SH	$392.5K
32	Connecticut Capital Management Group, LLC	Shares	710SH	$385.5K
33	BURNEY CO/	Shares	690SH	$374.6K
34	Venturi Wealth Management, LLC	Shares	494SH	$268.2K
35	B. Riley Wealth Advisors, Inc.	Shares	491SH	$255.5K
36	Farther Finance Advisors, LLC	Shares	444SH	$240.5K
37	INDEPENDENT FINANCIAL GROUP, LLC	Shares	421SH	$228.6K
38	Balefire, LLC	Shares	371SH	$201.4K
39	EverSource Wealth Advisors, LLC	Shares	218SH	$118.4K
40	SBI Securities Co., Ltd.	Shares	90SH	$48.9K
41	Crewe Advisors LLC	Shares	82SH	$44.5K
42	IFP Advisors, Inc	Shares	71SH	$38.5K
43	Cedar Mountain Advisors, LLC	Shares	54SH	$29.3K
44	CoreCap Advisors, LLC	Shares	45SH	$24.4K
45	GAMMA Investing LLC	Shares	40SH	$21.7K
46	Physician Wealth Advisors, Inc.	Shares	38SH	$20.6K
47	Owl Creek Wealth Partners LLC	Shares	27SH	$14.7K
48	TOMPKINS FINANCIAL CORP	Shares	13SH	$7.1K
49	FINANCIAL CONSULATE, INC	Shares	11SH	$6.0K
50	LRI Investments, LLC	Shares	10SH	$5.4K

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

50 / 63 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.9K	+$7.1M	$23.0M
2	Fideuram Asset Management (Ireland) dac new	Shares	+2.7K	+$4.5M	$4.5M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-186	+$2.1M	$10.8M
4	Global X Japan Co., Ltd. added	Shares	+1.5K	+$1.0M	$1.8M
5	Strategic Blueprint, LLC added	Shares	+1.6K	+$971.9K	$1.5M
6	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-341	+$777.7K	$4.6M
7	GHP Investment Advisors, Inc. unchanged	Shares	0	+$718.7K	$3.6M
8	Legal Advantage Investments, Inc. added	Shares	+1.0K	+$597.3K	$814.4K
9	Baader Bank Aktiengesellschaft unchanged	Shares	0	+$369.4K	$1.8M
10	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-45	+$277.8K	$1.5M
11	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+421	+$228.6K	$228.6K
12	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$217.3K	$1.1M
13	Blue Trust, Inc. added	Shares	+23	+$211.8K	$1.0M
14	Vision Retirement, LLC added	Shares	+29	+$209.1K	$982.5K
15	Balefire, LLC new	Shares	+371	+$201.4K	$201.4K
16	HMS Capital Management, LLC trimmed	Shares	-20	+$200.8K	$1.0M
17	SIGNATUREFD, LLC added	Shares	+116	+$179.6K	$645.6K
18	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-49	+$144.0K	$825.8K
19	Ballentine Partners, LLC added	Shares	+121	+$141.3K	$443.6K
20	Lifestyle Asset Management, Inc. trimmed	Shares	-47	+$116.3K	$683.0K
21	ASR Vermogensbeheer N.V. added	Shares	+15	+$110.7K	$556.6K
22	Yorktown Management & Research Co Inc trimmed	Shares	-560	+$106.7K	$1.7M
23	Versant Capital Management, Inc added	Shares	+19	+$86.8K	$392.5K
24	EWA, LLC trimmed	Shares	-6	+$84.3K	$434.4K
25	Connecticut Capital Management Group, LLC unchanged	Shares	0	+$77.1K	$385.5K
26	Farther Finance Advisors, LLC added	Shares	+66	+$72.0K	$240.5K
27	BURNEY CO/ trimmed	Shares	-15	+$68.5K	$374.6K
28	Sequoia Financial Advisors, LLC trimmed	Shares	-112	+$46.4K	$475.1K
29	IFP Advisors, Inc added	Shares	+62	+$34.6K	$38.5K
30	Integrated Financial Solutions, Inc. trimmed	Shares	-170	+$24.5K	$491.4K
31	CoreCap Advisors, LLC new	Shares	+45	+$24.4K	$24.4K
32	SBI Securities Co., Ltd. added	Shares	+13	+$15.4K	$48.9K
33	Venturi Wealth Management, LLC trimmed	Shares	-90	+$14.6K	$268.2K
34	Crewe Advisors LLC added	Shares	+7	+$12.0K	$44.5K
35	B. Riley Wealth Advisors, Inc. trimmed	Shares	-107	+$8.4K	$255.5K
36	TOMPKINS FINANCIAL CORP new	Shares	+13	+$7.1K	$7.1K
37	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$5.9K	$29.3K
38	ELEVATION WEALTH PARTNERS, LLC new	Shares	+9	+$4.9K	$4.9K
39	GAMMA Investing LLC unchanged	Shares	0	+$4.3K	$21.7K
40	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$4.1K	$20.6K
41	Owl Creek Wealth Partners LLC added	Shares	+2	+$3.8K	$14.7K
42	FINANCIAL CONSULATE, INC added	Shares	+5	+$3.4K	$6.0K
43	Aventura Private Wealth, LLC new	Shares	+6	+$3.3K	$3.3K
44	LRI Investments, LLC unchanged	Shares	0	+$1.1K	$5.4K
45	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$217	$1.1K
46	True Wealth Design, LLC unchanged	Shares	0	+$108	$543
47	CIGNA INVESTMENTS INC /NEW added	Shares	+39	+$74	$307
48	Raleigh Capital Management Inc. exited	Shares	-4	-$1.7K	$0
49	Sound Income Strategies, LLC exited	Shares	-5	-$2.2K	$0
50	Crews Bank & Trust exited	Shares	-14	-$6.1K	$0

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