Institutional Holders (2026 Q1)
299 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NEA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Byrne Financial Freedom, LLC | 3.45% | 642,062 | $7.2M |
| 2 | Melone Private Wealth, LLC | 3.26% | 711,737 | $8.0M |
| 3 | Eagle Bluffs Wealth Management LLC | 2.99% | 678,395 | $7.7M |
| 4 | Congress Park Capital LLC | 2.93% | 850,000 | $9.5M |
| 5 | McGowan Group Asset Management, Inc. | 2.04% | 1,428,679 | $16.0M |
| 6 | Palogic Value Management, L.P. | 1.79% | 377,558 | $4.2M |
| 7 | Cresta Advisors, Ltd. | 1.77% | 385,647 | $4.3M |
| 8 | Cura Wealth Advisors, LLC | 1.52% | 302,000 | $3.4M |
| 9 | Pursuit Wealth Strategies, LLC | 1.13% | 69,422 | $807K |
| 10 | Jupiter Wealth Management LLC | 1.10% | 240,237 | $2.8M |
| 11 | Gridiron Partners, LLC | 0.96% | 139,848 | $1.6M |
| 12 | Capital & Planning, LLC | 0.90% | 132,545 | $1.5M |
| 13 | Gill Capital Partners, LLC | 0.78% | 241,902 | $2.7M |
| 14 | Integrity Wealth Partners, LLC | 0.74% | 73,386 | $824K |
| 15 | Broyhill Asset Management, LLC | 0.70% | 67,017 | $753K |
| 16 | Hennion & Walsh Asset Management, Inc. | 0.66% | 1,758,842 | $19.8M |
| 17 | Accredited Investor Services, LLC | 0.64% | 88,457 | $993K |
| 18 | Wakefield Asset Management LLLP | 0.53% | 179,250 | $2.0M |
| 19 | Kercheville Advisors, LLC | 0.52% | 146,035 | $1.6M |
| 20 | Concorde Asset Management, LLC | 0.51% | 92,009 | $1.0M |
| 21 | Wealth Care LLC | 0.50% | 50,000 | $562K |
| 22 | Intellectus Partners, LLC | 0.47% | 203,623 | $2.3M |
| 23 | Whipplewood Advisors, LLC | 0.43% | 74,281 | $834K |
| 24 | Lifetime Wealth Management P.C. | 0.34% | 53,500 | $601K |
| 25 | Artesa Financial Group, LLC | 0.29% | 27,132 | $305K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|