AI Holders Summary · Q1 2026

34 institutions reported NETL in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 23.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M279K0.00%Q1 2026 02

Dynamic Advisor Solutions LLC

CIK 0001599747

$6M240K0.18%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$3M123K0.00%Q1 2026 04

MAI Capital Management

CIK 0001040197

$2M80K0.01%Q1 2026 05

GOLDMAN SACHS GROUP INC

CIK 0000886982

$2M71K0.00%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$2M63K0.00%Q1 2026 07

Stratos Wealth Partners, LTD.

CIK 0001612865

$1M61K0.02%Q1 2026 08

WT Wealth Management

CIK 0001780507

$1M41K0.30%Q2 2026 09

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M43K0.00%Q1 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$593K24K0.00%Q1 2026 11

New England Private Wealth Advisors LLC

CIK 0001582813

$500K20K0.06%Q1 2026 12

NAPA WEALTH MANAGEMENT

CIK 0001602844

$490K20K0.23%Q3 2025 13

Orion Portfolio Solutions, LLC

CIK 0001802647

$465K19K0.00%Q1 2025 14

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$457K19K0.00%Q1 2026 15

PFG Advisors

CIK 0001694435

$374K14K0.02%Q2 2026 16

Gladstone Institutional Advisory LLC

CIK 0001766530

$347K14K0.01%Q1 2026 17

Cetera Investment Advisers

CIK 0001666741

$287K12K0.00%Q1 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$270K11K0.00%Q1 2026 19

Private Advisor Group, LLC

CIK 0001567755

$242K10K0.00%Q1 2026 20

Versant Capital Management, Inc

CIK 0001735057

$204K8K0.02%Q2 2026

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