AI Holders Summary · Q2 2026

35 institutions reported NETL in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 24.9% 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

$9M330K0.00%Q2 2026 02

Dynamic Advisor Solutions LLC

CIK 0001599747

$6M244K0.17%Q3 2026 03

LPL Financial LLC

CIK 0001403438

$5M172K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$3M125K0.00%Q2 2026 05

MAI Capital Management

CIK 0001040197

$2M75K0.01%Q2 2026 06

Stratos Wealth Partners, LTD.

CIK 0001612865

$2M62K0.02%Q2 2026 07

Sound Income Strategies, LLC

CIK 0001730960

$1M62K0.06%Q3 2026 08

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M48K0.00%Q2 2026 09

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M41K0.00%Q2 2026 10

WT Wealth Management

CIK 0001780507

$1M44K0.29%Q3 2026 11

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$593K24K0.00%Q1 2026 12

New England Private Wealth Advisors LLC

CIK 0001582813

$495K21K0.05%Q3 2026 13

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$494K19K0.00%Q2 2026 14

NAPA WEALTH MANAGEMENT

CIK 0001602844

$490K20K0.23%Q3 2025 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$473K18K0.00%Q2 2026 16

Gladstone Institutional Advisory LLC

CIK 0001766530

$428K16K0.01%Q2 2026 17

Private Advisor Group, LLC

CIK 0001567755

$416K16K0.00%Q2 2026 18

PFG Advisors

CIK 0001694435

$337K14K0.02%Q3 2026 19

Cetera Investment Advisers

CIK 0001666741

$284K11K0.00%Q2 2026 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$270K11K0.00%Q1 2026

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