Institutional Holders (2026 Q2)
35 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NAZ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Plan Group Financial, LLC | 0.03% | 11,914 | $149K |
| 2 | Ameriflex Group, INC. | 0.02% | 4,310 | $54K |
| 3 | Western Wealth Management, LLC | 0.02% | 53,007 | $662K |
| 4 | Kingswood Wealth Advisors, LLC | 0.02% | 36,300 | $453K |
| 5 | Brooklyn FI, LLC | 0.02% | 6,900 | $86K |
| 6 | Integrity Alliance, LLC. | 0.02% | 38,950 | $486K |
| 7 | Shufro Rose & Co LLC | 0.01% | 17,500 | $219K |
| 8 | IHT Wealth Management, LLC | 0.01% | 25,357 | $317K |
| 9 | Independent Financial Group, LLC | 0.01% | 25,642 | $320K |
| 10 | Diversify Advisory Services, LLC | 0.01% | 28,036 | $343K |
| 11 | Diversify Wealth Management, LLC | 0.01% | 28,036 | $343K |
| 12 | Staley Capital Advisers Inc | 0.00% | 10,000 | $125K |
| 13 | Bartlett & CO. Wealth Management LLC | 0.00% | 26,400 | $331K |
| 14 | CoreCap Advisors, LLC | 0.00% | 7,500 | $94K |
| 15 | Captrust Financial Advisors | 0.00% | 119,952 | $1.5M |
| 16 | Stratos Wealth Partners, LTD. | 0.00% | 11,056 | $138K |
| 17 | Steward Partners Investment Advisory, LLC | 0.00% | 21,700 | $271K |
| 18 | Cetera Investment Advisers | 0.00% | 102,755 | $1.3M |
| 19 | NewEdge Advisors, LLC | 0.00% | 17,604 | $220K |
| 20 | Highline Wealth Partners LLC | 0.00% | 250 | $3K |
| 21 | LPL Financial LLC | 0.00% | 187,717 | $2.3M |
| 22 | Allworth Financial LP | 0.00% | 8,655 | $108K |
| 23 | Wells Fargo & Company/Mn | 0.00% | 195,137 | $2.4M |
| 24 | Stifel Financial Corp | 0.00% | 35,133 | $439K |
| 25 | Commonwealth Equity Services, LLC | 0.00% | 14,849 | $185K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|