Filing Research | NOMURA HLDGS INC Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	Gradient Investments LLC	Shares	638.7KSH	$5.6M
2	Crossmark Global Holdings, Inc.	Shares	176.9KSH	$1.6M
3	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	139.7KSH	$1.2M
4	SIGNATUREFD, LLC	Shares	130.2KSH	$1.1M
5	Hennion & Walsh Asset Management, Inc.	Shares	110.0KSH	$965.8K
6	Aaron Wealth Advisors LLC	Shares	106.7KSH	$936.4K
7	Venturi Wealth Management, LLC	Shares	86.7KSH	$761.1K
8	BSW Wealth Partners	Shares	84.7KSH	$744.1K
9	QRG CAPITAL MANAGEMENT, INC.	Shares	76.0KSH	$667.1K
10	Ballentine Partners, LLC	Shares	75.1KSH	$659.4K
11	Sequoia Financial Advisors, LLC	Shares	68.9KSH	$605.1K
12	Versant Capital Management, Inc	Shares	67.3KSH	$590.5K
13	Gallacher Capital Management LLC	Shares	47.7KSH	$419.0K
14	Optas, LLC	Shares	47.0KSH	$412.5K
15	Abacus Wealth Partners, LLC	Shares	43.0KSH	$378.0K
16	Sivia Capital Partners, LLC	Shares	40.3KSH	$353.9K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.0KSH	$337.7K
18	Generali Investments CEE, investicni spolecnost, a.s.	Shares	32.1KSH	$282.1K
19	Baron Wealth Management LLC	Shares	29.8KSH	$261.3K
20	GAMMA Investing LLC	Shares	29.0KSH	$254.4K
21	ABC ARBITRAGE SA	Shares	28.7KSH	$252.4K
22	EverSource Wealth Advisors, LLC	Shares	24.3KSH	$213.6K
23	55 North Private Wealth, LLC	Shares	22.8KSH	$200.4K
24	Abel Hall, LLC	Shares	21.4KSH	$188.2K
25	D.A. DAVIDSON & CO.	Shares	20.9KSH	$183.5K
26	GREENLEAF TRUST	Shares	20.4KSH	$179.2K
27	Merit Financial Group, LLC	Shares	19.5KSH	$171.2K
28	DRIVE WEALTH MANAGEMENT, LLC	Shares	19.3KSH	$169.6K
29	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	18.8KSH	$164.9K
30	Canopy Partners, LLC	Shares	18.2KSH	$159.4K
31	Trust Point Inc.	Shares	17.5KSH	$153.6K
32	Successful Portfolios LLC	Shares	15.0KSH	$143.1K
33	Valeo Financial Advisors, LLC	Shares	15.1KSH	$132.5K
34	Paladin Wealth, LLC	Shares	14.9KSH	$130.6K
35	ANCHYRA PARTNERS LLC	Shares	14.8KSH	$129.9K
36	Mayflower Financial Advisors, LLC	Shares	14.7KSH	$129.3K
37	Blue Trust, Inc.	Shares	13.6KSH	$119.3K
38	Five Oceans Advisors	Shares	13.5KSH	$118.6K
39	Vanguard Capital Wealth Advisors	Shares	12.9KSH	$113.4K
40	Cromwell Holdings LLC	Shares	12.5KSH	$109.5K
41	Diversified Trust Co	Shares	11.6KSH	$101.8K
42	Foster Group, Inc.	Shares	10.1KSH	$88.4K
43	Farther Finance Advisors, LLC	Shares	8.5KSH	$74.9K
44	Owl Creek Wealth Partners LLC	Shares	5.3KSH	$46.2K
45	True Wealth Design, LLC	Shares	4.1KSH	$35.8K
46	FINANCIAL CONSULATE, INC	Shares	3.6KSH	$31.5K
47	EASTERN BANK	Shares	3.5KSH	$31.0K
48	Rosenberg Matthew Hamilton	Shares	2.8KSH	$24.4K
49	Cape Investment Advisory, Inc.	Shares	2.4KSH	$21.3K
50	JFS WEALTH ADVISORS, LLC	Shares	2.3KSH	$20.2K

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

50 / 66 loaded

#		Instrument
1	Gradient Investments LLC added	Shares	+43.8K	+$914.4K	$5.6M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+58.1K	+$582.5K	$1.2M
3	Hennion & Walsh Asset Management, Inc. added	Shares	+53.6K	+$520.4K	$965.8K
4	ABC ARBITRAGE SA new	Shares	+28.7K	+$252.4K	$252.4K
5	Aaron Wealth Advisors LLC added	Shares	+13.5K	+$201.5K	$936.4K
6	55 North Private Wealth, LLC new	Shares	+22.8K	+$200.4K	$200.4K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.3K	+$179.2K	$337.7K
8	SIGNATUREFD, LLC added	Shares	+7.9K	+$178.5K	$1.1M
9	Sivia Capital Partners, LLC added	Shares	+16.0K	+$161.9K	$353.9K
10	Crossmark Global Holdings, Inc. trimmed	Shares	-102	+$156.7K	$1.6M
11	Baron Wealth Management LLC added	Shares	+13.1K	+$129.6K	$261.3K
12	Venturi Wealth Management, LLC added	Shares	+5.3K	+$118.8K	$761.1K
13	Vanguard Capital Wealth Advisors new	Shares	+12.9K	+$113.4K	$113.4K
14	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.9K	+$98.5K	$667.1K
15	Ballentine Partners, LLC added	Shares	+3.8K	+$96.7K	$659.4K
16	Versant Capital Management, Inc added	Shares	+4.4K	+$94.4K	$590.5K
17	Foster Group, Inc. new	Shares	+10.1K	+$88.4K	$88.4K
18	Merit Financial Group, LLC added	Shares	+8.5K	+$84.7K	$171.2K
19	Optas, LLC added	Shares	+939	+$49.2K	$412.5K
20	GAMMA Investing LLC added	Shares	+2.2K	+$42.9K	$254.4K
21	D.A. DAVIDSON & CO. added	Shares	+2.4K	+$37.5K	$183.5K
22	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+2.5K	+$37.3K	$169.6K
23	ANCHYRA PARTNERS LLC added	Shares	+2.8K	+$34.9K	$129.9K
24	EASTERN BANK new	Shares	+3.5K	+$31.0K	$31.0K
25	Paladin Wealth, LLC added	Shares	+2.2K	+$30.9K	$130.6K
26	Successful Portfolios LLC unchanged	Shares	0	+$28.8K	$143.1K
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.1K	+$25.4K	$164.9K
28	Trust Point Inc. added	Shares	+1.1K	+$24.6K	$153.6K
29	Abel Hall, LLC added	Shares	+308	+$21.5K	$188.2K
30	Cape Investment Advisory, Inc. new	Shares	+2.4K	+$21.3K	$21.3K
31	Mayflower Financial Advisors, LLC added	Shares	+888	+$20.1K	$129.3K
32	Valeo Financial Advisors, LLC added	Shares	+736	+$19.2K	$132.5K
33	GREENLEAF TRUST unchanged	Shares	0	+$18.2K	$179.2K
34	FINANCIAL CONSULATE, INC added	Shares	+1.6K	+$15.8K	$31.5K
35	ELEVATION WEALTH PARTNERS, LLC new	Shares	+1.7K	+$15.3K	$15.3K
36	Five Oceans Advisors unchanged	Shares	0	+$12.0K	$118.6K
37	Diversified Trust Co added	Shares	+181	+$11.7K	$101.8K
38	Cromwell Holdings LLC unchanged	Shares	0	+$11.1K	$109.5K
39	True Wealth Design, LLC added	Shares	+804	+$10.0K	$35.8K
40	Blue Trust, Inc. trimmed	Shares	-320	+$9.6K	$119.3K
41	Canopy Partners, LLC trimmed	Shares	-1.1K	+$7.6K	$159.4K
42	Owl Creek Wealth Partners LLC added	Shares	+128	+$5.7K	$46.2K
43	SJS Investment Consulting Inc. added	Shares	+444	+$4.3K	$7.8K
44	Rosenberg Matthew Hamilton unchanged	Shares	0	+$2.5K	$24.4K
45	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$2.0K	$20.2K
46	LRI Investments, LLC new	Shares	+78	+$685	$685
47	Ares Financial Consulting, LLC unchanged	Shares	0	+$482	$6.7K
48	CoreCap Advisors, LLC new	Shares	+51	+$448	$448
49	Bogart Wealth, LLC new	Shares	+37	+$325	$325
50	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$309	$3.0K

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