Institutions Starting with &quot;N&quot; (410 funds)

Northwest Bancshares, Inc.

CIK 0001471265

Total reported value

$555.5M

228 stks

2026-06-30

Concentration19.4

Portfolio Stability20.2

Sector conviction53.5

Northwest Quadrant Wealth Management, LLC

CIK 0001697767

Total reported value

$540.0M

77 stks

2026-06-30

Concentration55.0

Portfolio Stability20.6

Sector conviction51.7

Nvwm, LLC

CIK 0001697274

Total reported value

$533.2M

1,014 stks

2026-09-30

Concentration5.5

Portfolio Stability19.6

Sector conviction67.0

NORTHSTAR ASSET MANAGEMENT Co

CIK 0001132708

Total reported value

$530.8M

262 stks

2026-06-30

Concentration22.6

Sector conviction66.1

New Hampshire Trust

CIK 0001961742

Total reported value

$530.2M

301 stks

2026-06-30

Concentration10.5

Portfolio Stability17.7

Sector conviction49.5

New York Life Insurance Co

CIK 0000071633

Total reported value

$527.2M

3 stks

2026-06-30

Portfolio Stability46.8

Newman Dignan & Sheerar, Inc.

CIK 0001566493

Total reported value

$522.8M

197 stks

2026-06-30

Concentration10.2

Sector conviction60.4

Navigation Group, LLC

CIK 0002132497

Total reported value

$514.1M

121 stks

2026-06-30

Concentration19.2

Portfolio Stability19.9

Sector conviction56.6

Naria Inc.

CIK 0002012185

Total reported value

$512.6M

1 stks

2026-06-30

Next Level Private LLC

CIK 0001910366

Total reported value

$510.5M

174 stks

2026-06-30

Concentration11.9

Sector conviction55.5

NovaPoint Capital, LLC

CIK 0001815025

Total reported value

$480.9M

161 stks

2026-06-30

Concentration7.0

Portfolio Stability27.7

Sector conviction61.3

Napier Financial, LLC

CIK 0002086579

Total reported value

$480.0M

472 stks

2026-06-30

Concentration17.8

Portfolio Stability11.3

Sector conviction72.5

North Tide Capital, LLC

CIK 0001557543

Total reported value

$468.9M

13 stks

2017-09-30

Stale — no recent filing

Concentration42.3

Portfolio Stability75.0

Nikulski Financial, Inc.

CIK 0001729847

Total reported value

$463.6M

183 stks

2026-06-30

Concentration6.4

Portfolio Stability20.7

Sector conviction55.8

Nbw Capital LLC

CIK 0001512901

Total reported value

$463.6M

111 stks

2025-06-30

Stale — no recent filing

Concentration7.8

Sector conviction80.7

Natural Investments, LLC

CIK 0001800245

Total reported value

$455.2M

301 stks

2026-06-30

Concentration7.6

Sector conviction65.7

Netols Asset Management, Inc.

CIK 0001315497

Total reported value

$444.7M

69 stks

2017-03-31

Stale — no recent filing

Concentration6.3

Portfolio Stability23.6

Northwest Investment Counselors, LLC

CIK 0001428350

Total reported value

$441.9M

625 stks

2024-09-30

Stale — no recent filing

Concentration8.1

Sector conviction59.5

New Capital Management LP

CIK 0001696731

Total reported value

$439.0M

60 stks

2026-06-30

Concentration52.5

New Republic Capital, LLC

CIK 0001989988

Total reported value

$434.2M

352 stks

2026-06-30

Concentration11.3

Portfolio Stability54.0

Sector conviction66.1

New England Investment & Retirement Group, Inc.

CIK 0001535679

Total reported value

$434.1M

104 stks

2021-09-30

Stale — no recent filing

Concentration13.4

Sector conviction86.5

Neo Ivy Capital Management

CIK 0001727783

Total reported value

$434.0M

345 stks

2026-06-30

Concentration2.3

Sector conviction40.9

Navalign, LLC

CIK 0001820593

Total reported value

$429.1M

132 stks

2026-06-30

Concentration16.0

Portfolio Stability23.4

Sector conviction60.7

Nut Tree Capital Management, LP

CIK 0001661655

Total reported value

$419.0M

8 stks

2026-06-30

Concentration89.0

Portfolio Stability86.3

New England Capital Financial Advisors LLC

CIK 0001964652

Total reported value

$418.3M

432 stks

2026-06-30

Concentration44.9

Portfolio Stability16.6

Sector conviction39.3

Northeast Financial Group, Inc.

CIK 0001965773

Total reported value

$404.0M

90 stks

2026-03-31

Stale — no recent filing

Concentration18.4

Portfolio Stability23.2

Sector conviction73.7

Net Worth Advisory Group

CIK 0001791998

Total reported value

$396.9M

411 stks

2026-06-30

Concentration5.1

Portfolio Stability57.8

Sector conviction56.1

NEXT Financial Holdings

CIK 0001541670

Total reported value

$394.7M

2,134 stks

2019-03-31

Stale — no recent filing

Concentration11.5

Sector conviction47.1

NFC Investments, LLC

CIK 0001512858

Total reported value

$393.2M

43 stks

2026-06-30

Concentration21.8

Portfolio Stability14.8

Sector conviction97.3

Newton One Investments LLC

CIK 0001842787

Total reported value

$392.0M

150 stks

2026-09-30

Concentration33.6

Portfolio Stability3.2

Sector conviction77.2

Neumann Capital Management, LLC

CIK 0001631930

Total reported value

$391.1M

105 stks

2026-09-30

Concentration14.2

Portfolio Stability92.7

Sector conviction92.8

Narus Financial Partners, LLC

CIK 0001698091

Total reported value

$389.3M

177 stks

2026-06-30

Concentration62.9

Portfolio Stability15.4

Northcape Wealth Management, LLC

CIK 0001902806

Total reported value

$381.2M

144 stks

2026-06-30

Concentration8.4

Portfolio Stability13.2

Sector conviction39.7

Nalanda India Equity Fund Ltd

CIK 0001622904

Total reported value

$376.8M

1 stks

2026-06-30

Portfolio Stability30.1

NewGen Equity Long/Short Fund

CIK 0001774035

Total reported value

$374.0M

29 stks

2025-09-30

Stale — no recent filing

Concentration40.3

Northern Capital Management LLC

CIK 0000312955

Total reported value

$372.6M

165 stks

2018-12-31

Stale — no recent filing

Concentration3.9

Portfolio Stability30.8

Sector conviction51.6

Next Capital Management LLC

CIK 0001752762

Total reported value

$370.5M

138 stks

2026-06-30

Concentration16.2

Portfolio Stability17.7

Sector conviction78.0

New Wave Wealth Advisors LLC

CIK 0002035324

Total reported value

$367.5M

204 stks

2026-06-30

Concentration8.0

Portfolio Stability53.4

Sector conviction49.4

N10 Wealth, LLC

CIK 0002146357

Total reported value

$347.6M

106 stks

2026-09-30

Concentration16.1

Portfolio Stability41.5

Nova R Wealth, Inc.

CIK 0001729457

Total reported value

$342.8M

86 stks

2026-06-30

Concentration20.5

Sector conviction78.3

Northstar Asset Management Inc

CIK 0000869304

Total reported value

$341.2M

91 stks

2026-06-30

Concentration16.2

Portfolio Stability28.2

Sector conviction62.0

NewFocus Financial Group, LLC

CIK 0001599212

Total reported value

$339.7M

118 stks

2020-12-31

Stale — no recent filing

Concentration11.9

Portfolio Stability14.3

Sector conviction96.8

New Insight Wealth Advisors

CIK 0002022328

Total reported value

$339.2M

120 stks

2026-06-30

Concentration13.7

Sector conviction67.8

Northern Right Capital Management, L.P.

CIK 0001346543

Total reported value

$336.9M

27 stks

2026-06-30

Concentration24.1

Portfolio Stability75.7

Sector conviction72.0

Nicollet Investment Management, Inc.

CIK 0001729048

Total reported value

$336.1M

77 stks

2026-09-30

Concentration13.5

Portfolio Stability15.1

Sector conviction49.0

Nkcfo LLC

CIK 0001757282

Total reported value

$330.1M

92 stks

2026-06-30

Concentration16.6

Portfolio Stability58.9

Sector conviction66.6

New Perspectives, Inc

CIK 0001909565

Total reported value

$329.0M

48 stks

2026-09-30

Concentration53.0

Portfolio Stability3.0

Sector conviction75.5

Norman Fields, Gottscho Capital Management, LLC

CIK 0001352449

Total reported value

$328.8M

63 stks

2026-09-30

Concentration31.4

Portfolio Stability9.1

Sector conviction51.9

NVP Associates, LLC

CIK 0001545692

Total reported value

$328.2M

7 stks

2026-06-30

Concentration95.1

Portfolio Stability92.5

NCM Capital Management, LLC

CIK 0001907054

Total reported value

$324.5M

194 stks

2026-06-30

Concentration8.4

Portfolio Stability20.5

Sector conviction65.6

NWK Group, Inc.

CIK 0001803054

Total reported value

$324.2M

71 stks

2026-06-30

Concentration17.1

Portfolio Stability31.8

Sector conviction63.0

National Wealth Management Group, LLC

CIK 0001977723

Total reported value

$323.4M

226 stks

2026-06-30

Concentration6.6

Sector conviction94.0

Naman Capital Ltda

CIK 0001946136

Total reported value

$323.1M

19 stks

2026-06-30

Portfolio Stability64.5

Northstar Advisory Group, LLC

CIK 0001816000

Total reported value

$322.5M

119 stks

2026-06-30

Concentration13.2

Sector conviction54.8

Nine Ten Capital Management LLC

CIK 0001635236

Total reported value

$321.3M

8 stks

2026-06-30

Concentration64.0

Portfolio Stability32.7

Nixon Capital, LLC

CIK 0001846352

Total reported value

$317.8M

19 stks

2026-06-30

Concentration27.8

Portfolio Stability60.7

Sector conviction58.4

Nepsis Inc.

CIK 0001587643

Total reported value

$317.5M

28 stks

2026-09-30

Concentration17.9

Portfolio Stability17.5

Sector conviction75.7

Nvest Financial, LLC

CIK 0001915315

Total reported value

$316.3M

150 stks

2026-06-30

Concentration8.2

Portfolio Stability24.0

Sector conviction49.2

Neumann Advisory Hong Kong Ltd

CIK 0001727862

Total reported value

$314.3M

5 stks

2026-09-30

Portfolio Stability15.4

New York University

CIK 0002069154

Total reported value

$313.8M

2 stks

2026-09-30

Portfolio Stability84.4

Nine Ten Partners LP

CIK 0001603715

Total reported value

$307.5M

13 stks

2014-12-31

Stale — no recent filing

Concentration47.6

Nutshell Asset Management Ltd

CIK 0002021442

Total reported value

$299.8M

45 stks

2026-06-30

Concentration15.2

Portfolio Stability83.9

Napean Trading & Investment Co

CIK 0002011874

Total reported value

$291.1M

16 stks

2026-06-30

Portfolio Stability54.7

Nokomis Capital, L.L.C.

CIK 0001541055

Total reported value

$290.3M

55 stks

2026-06-30

Concentration17.2

Portfolio Stability48.1

Sector conviction68.3

NerdWallet Wealth Partners, LLC

CIK 0002079593

Total reported value

$290.2M

69 stks

2026-06-30

Concentration59.5

Portfolio Stability23.9

Sector conviction81.5

New England Securities CORP /ma/

CIK 0000910316

Total reported value

$285.1M

1,690 stks

2014-12-31

Stale — no recent filing

Concentration2.5

Portfolio Stability41.7

Sector conviction47.1

Northern Cross, LLC

CIK 0001461201

Total reported value

$279.3M

14 stks

2018-09-30

Stale — no recent filing

Concentration54.7

New Amsterdam Partners Llc/ny

CIK 0001010232

Total reported value

$272.4M

108 stks

2019-03-31

Stale — no recent filing

Concentration6.9

Portfolio Stability59.0

NavPoint Financial, Inc.

CIK 0002009813

Total reported value

$269.9M

74 stks

2026-06-30

Concentration16.1

Portfolio Stability15.1

New England Professional Planning Group Inc.

CIK 0001540867

Total reported value

$267.9M

50 stks

2026-06-30

Concentration91.4

Sector conviction99.0

Navis Wealth Advisors, LLC

CIK 0001849055

Total reported value

$263.7M

175 stks

2026-06-30

Concentration11.9

Portfolio Stability66.8

Sector conviction78.0

N10 Assets, LLC

CIK 0002146922

Total reported value

$263.1M

34 stks

2026-09-30

Concentration18.0

Portfolio Stability25.4

Sector conviction96.1

NYL Investors LLC

CIK 0001606720

Total reported value

$260.8M

29 stks

2026-06-30

Concentration34.5

Portfolio Stability10.4

Northbridge Financial Group, LLC

CIK 0001968850

Total reported value

$260.8M

184 stks

2026-06-30

Concentration11.6

Portfolio Stability19.1

New England Research & Management, Inc.

CIK 0001596077

Total reported value

$258.8M

131 stks

2026-09-30

Concentration7.8

Portfolio Stability38.1

Sector conviction47.1

Northpointe Capital LLC

CIK 0001132668

Total reported value

$258.1M

76 stks

2019-09-30

Stale — no recent filing

Concentration6.4

Portfolio Stability71.3

Sector conviction52.0

NBZ Investment Advisors LLC

CIK 0001998018

Total reported value

$256.5M

86 stks

2026-06-30

Concentration23.4

Portfolio Stability12.4

Sector conviction77.7

NinePointTwo Capital LLC

CIK 0001824516

Total reported value

$251.8M

249 stks

2023-12-31

Stale — no recent filing

Concentration32.7

Sector conviction57.6

Norris Financial Group, LLC

CIK 0002129318

Total reported value

$251.3M

82 stks

2026-06-30

Concentration15.2

Portfolio Stability47.7

North Berkeley Wealth Management, LLC

CIK 0002062383

Total reported value

$247.4M

77 stks

2026-06-30

Concentration15.8

Sector conviction79.3

NorthStar Asset Management LLC /NJ/

CIK 0002011587

Total reported value

$246.0M

106 stks

2026-06-30

Concentration18.1

Portfolio Stability19.8

Sector conviction75.5

NewGen Asset Management Ltd

CIK 0001845012

Total reported value

$242.7M

34 stks

2026-06-30

Concentration23.4

Sector conviction63.3

Nia Impact Advisors, LLC

CIK 0001815217

Total reported value

$241.4M

72 stks

2026-06-30

Concentration10.3

Sector conviction78.7

Norway Savings Bank

CIK 0001692227

Total reported value

$238.5M

177 stks

2026-06-30

Concentration8.9

Portfolio Stability22.2

Sector conviction64.9

NBH Bank

CIK 0002148930

Total reported value

$237.4M

552 stks

2026-06-30

Concentration7.4

Sector conviction53.1

Northern Capital Management, Inc.

CIK 0001581794

Total reported value

$234.5M

55 stks

2026-06-30

Concentration63.0

Portfolio Stability17.6

Sector conviction59.8

Ni Acquisitions Company, LLC

CIK 0002148757

Total reported value

$234.4M

112 stks

2026-06-30

Concentration45.3

Sector conviction39.7

Notis-McConarty Edward

CIK 0001592616

Total reported value

$231.5M

167 stks

2026-06-30

Concentration13.0

Portfolio Stability20.8

Sector conviction61.1

New Millennium Group LLC

CIK 0001909654

Total reported value

$231.0M

407 stks

2025-12-31

Stale — no recent filing

Concentration17.5

Portfolio Stability21.8

Note Advisors, LLC

CIK 0002056243

Total reported value

$230.6M

86 stks

2026-06-30

Concentration34.3

Portfolio Stability17.4

Sector conviction66.8

Next Level Wealth Planning, LLC

CIK 0002044208

Total reported value

$227.2M

74 stks

2026-06-30

Concentration50.9

Portfolio Stability16.8

Noble Wealth Management PBC

CIK 0002055065

Total reported value

$223.4M

788 stks

2026-09-30

Concentration4.5

Portfolio Stability38.3

Sector conviction82.7

Newman & Schimel, LLC

CIK 0001838938

Total reported value

$221.3M

51 stks

2022-12-31

Stale — no recent filing

Concentration36.4

Nipun Capital, L.P.

CIK 0001781566

Total reported value

$219.7M

9 stks

2026-09-30

Concentration81.1

Portfolio Stability24.3

Northland Capital Management LLC

CIK 0001693032

Total reported value

$217.9M

33 stks

2026-09-30

Concentration35.5

Portfolio Stability61.5

NEXTBio Capital Management LP

CIK 0002038158

Total reported value

$217.4M

22 stks

2026-06-30

Concentration29.7

Portfolio Stability48.6

Northstar Wealth Partners LLC

CIK 0001703100

Total reported value

$214.5M

142 stks

2020-09-30

Stale — no recent filing

Concentration6.2

Portfolio Stability24.2

Sector conviction54.7

Napa Wealth Management

CIK 0001602844

Total reported value

$213.4M

148 stks

2025-09-30

Stale — no recent filing

Concentration7.3

Novak & Powell Financial Services, Inc.

CIK 0002011548

Total reported value

$212.1M

171 stks

2026-06-30

Concentration9.2

Portfolio Stability20.4

Sector conviction62.8

Novak Financial Planning, LLC

CIK 0001843462

Total reported value

$204.3M

121 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability94.3

Sector conviction40.3

Nierenberg Investment Management Company, LLC

CIK 0001282683

Total reported value

$201.4M

35 stks

2026-06-30

Concentration43.7

Portfolio Stability23.2

Sector conviction70.7

NRI Wealth Management LC

CIK 0002027950

Total reported value

$196.1M

31 stks

2025-12-31

Stale — no recent filing

Concentration32.7

Portfolio Stability6.9

New Potomac Partners, LLC

CIK 0001731466

Total reported value

$194.6M

152 stks

2024-09-30

Stale — no recent filing

Concentration8.4

Sector conviction50.3

Navigoe, LLC

CIK 0002056100

Total reported value

$191.2M

1,224 stks

2026-06-30

Concentration22.1

Sector conviction67.5

Niatross Investments Ltd

CIK 0002093071

Total reported value

$190.2M

1 stks

2026-06-30

New England Guild Wealth Advisors, Inc.

CIK 0000878057

Total reported value

$189.7M

67 stks

2022-12-31

Stale — no recent filing

Concentration23.8

Nalanda India Fund LTD

CIK 0001430193

Total reported value

$188.7M

1 stks

2025-06-30

Stale — no recent filing

Northern Lights Advisors, Inc.

CIK 0002127798

Total reported value

$183.8M

72 stks

2026-06-30

Concentration19.6

Nicholas Wealth, LLC.

CIK 0001911391

Total reported value

$182.5M

127 stks

2026-06-30

Concentration10.8

Portfolio Stability29.4

Sector conviction54.9

New Vernon Capital Holdings II LLC

CIK 0001512538

Total reported value

$181.4M

73 stks

2026-06-30

Concentration27.9

Portfolio Stability61.5

Nova Wealth Management, Inc.

CIK 0002051980

Total reported value

$181.2M

570 stks

2026-06-30

Concentration5.8

Sector conviction99.7

Nolet Wealth Management, LLC

CIK 0002056656

Total reported value

$180.6M

203 stks

2026-09-30

Concentration38.4

Portfolio Stability11.3

Sector conviction78.6

Napatree Capital LLC

CIK 0002015964

Total reported value

$177.8M

195 stks

2025-03-31

Stale — no recent filing

Concentration5.0

Sector conviction52.9

North Ridge Wealth Advisors, Inc.

CIK 0001974277

Total reported value

$177.7M

193 stks

2026-03-31

Stale — no recent filing

Concentration36.4

Portfolio Stability6.6

Sector conviction73.7

Northwest Wealth Advisors, LLC

CIK 0002094564

Total reported value

$174.0M

66 stks

2026-06-30

Concentration21.5

Portfolio Stability22.5

Natixis Investment Managers, LLC

CIK 0001053187

Total reported value

$173.2M

4 stks

2026-06-30

Portfolio Stability82.5

Networth Advisors, LLC

CIK 0002099019

Total reported value

$172.1M

383 stks

2026-06-30

Concentration19.8

Portfolio Stability48.3

Sector conviction57.0

Northland Securities, Inc.

CIK 0001006938

Total reported value

$171.7M

123 stks

2026-06-30

Concentration25.4

Sector conviction67.0

Ndwm LLC

CIK 0001818386

Total reported value

$170.2M

39 stks

2026-06-30

Concentration45.6

Portfolio Stability17.3

Sector conviction77.6

Nicholson Wealth Management Group, LLC

CIK 0002035982

Total reported value

$169.7M

111 stks

2026-06-30

Concentration5.2

Sector conviction39.4

North Dallas Bank & Trust Co

CIK 0002035144

Total reported value

$168.7M

202 stks

2026-06-30

Concentration8.1

Sector conviction51.5

Newport Wealth Strategies, Inc.

CIK 0001730882

Total reported value

$165.4M

111 stks

2021-09-30

Stale — no recent filing

Concentration11.1

Sector conviction66.8

Nautilus Advisors LLC

CIK 0002083253

Total reported value

$165.3M

172 stks

2026-09-30

Concentration6.3

Portfolio Stability12.8

Sector conviction54.1

Navigate Wealth Management, LLC

CIK 0002127791

Total reported value

$165.3M

81 stks

2026-09-30

Concentration20.1

Portfolio Stability23.4

Sector conviction71.8

Nokota Management, LP

CIK 0001535176

Total reported value

$165.1M

66 stks

2021-12-31

Stale — no recent filing

Concentration36.3

Sector conviction83.2

North Fourth Asset Management, LP

CIK 0001715329

Total reported value

$163.5M

40 stks

2023-09-30

Stale — no recent filing

Concentration24.6

Nabity-Jensen Investment Management Inc

CIK 0002044851

Total reported value

$163.1M

70 stks

2026-06-30

Concentration21.8

Sector conviction60.7

Northern Financial Advisors Inc

CIK 0001962457

Total reported value

$151.2M

100 stks

2026-06-30

Concentration9.3

Portfolio Stability21.9

Sector conviction51.1

Nicholson Meyer Capital Management, Inc.

CIK 0002065771

Total reported value

$150.1M

45 stks

2026-06-30

Concentration24.7

Portfolio Stability19.5

Sector conviction64.4

Newport Capital Group, LLC

CIK 0001869032

Total reported value

$149.1M

31 stks

2026-09-30

Concentration30.8

Northstar Financial Companies, Inc.

CIK 0002059828

Total reported value

$148.4M

118 stks

2026-06-30

Concentration10.2

Portfolio Stability22.7

Sector conviction42.1

Nitor Capital Management LLC

CIK 0002019017

Total reported value

$148.1M

24 stks

2026-06-30

Concentration51.6

Portfolio Stability18.4

Sector conviction80.8

Navi International - Administradora e Gestora de Recursos Financeiros Ltda.

CIK 0002044610

Total reported value

$147.9M

12 stks

2026-06-30

Concentration84.0

Portfolio Stability86.5

Nitorum Capital, L.P.

CIK 0001630243

Total reported value

$146.8M

23 stks

2026-06-30

Concentration23.1

Portfolio Stability27.0

Sector conviction63.9

New Covenant Trust Company, N.A.

CIK 0002023097

Total reported value

$144.5M

111 stks

2026-09-30

Concentration16.2

Portfolio Stability11.8

Sector conviction64.5

NorthLanding Financial Partners, LLC

CIK 0001655982

Total reported value

$142.7M

44 stks

2026-09-30

Concentration55.0

Portfolio Stability4.0

Nestegg Advisors, Inc.

CIK 0002062716

Total reported value

$141.4M

53 stks

2026-06-30

Concentration32.3

Nalls Sherbakoff Group, LLC

CIK 0001767500

Total reported value

$140.7M

378 stks

2026-06-30

Concentration17.2

Portfolio Stability17.1

Sector conviction53.1

North Capital, Inc.

CIK 0002065938

Total reported value

$140.1M

96 stks

2026-09-30

Concentration35.1

Portfolio Stability17.5

Sector conviction58.4

NorthAvenue LLC

CIK 0002123735

Total reported value

$139.6M

314 stks

2026-06-30

Concentration46.0

Portfolio Stability11.1

Sector conviction48.8

New Mountain Capital, L.L.C.

CIK 0001407718

Total reported value

$138.6M

1 stks

2026-06-30

Portfolio Stability23.2

Nvest Wealth Strategies, Inc.

CIK 0002106942

Total reported value

$138.2M

548 stks

2026-09-30

Concentration35.0

Portfolio Stability22.3

Sector conviction87.8

Northwest Bank & Trust Co

CIK 0001936193

Total reported value

$135.5M

199 stks

2024-12-31

Stale — no recent filing

Concentration18.1

Sector conviction67.5

Nightview Capital, LLC

CIK 0001680843

Total reported value

$133.5M

14 stks

2026-06-30

Concentration55.5

Portfolio Stability34.0

Sector conviction92.0

Northeast Planning Associates, Inc. / Nh /

CIK 0001914515

Total reported value

$133.5M

65 stks

2026-06-30

Concentration23.6

New Dimensions Wealth Management, LLC

CIK 0002068447

Total reported value

$132.4M

21 stks

2026-06-30

Concentration54.8

Portfolio Stability11.9

NewCorp Financial Services, Inc.

CIK 0002110453

Total reported value

$132.0M

54 stks

2026-09-30

Concentration26.3

Portfolio Stability15.2

Sector conviction84.6

Nest Investments, LLC

CIK 0001948755

Total reported value

$131.6M

39 stks

2026-06-30

Concentration34.7

Nan Fung Group Holdings Ltd

CIK 0001782539

Total reported value

$131.5M

25 stks

2026-06-30

Concentration51.5

Portfolio Stability47.0