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Funds Holding NETZ

On this page, we present all of the funds holding NETZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NETZ, with a link to that fund's top holdings. The next columns indicate the amount of NETZ stock held by each of the funds holding NETZ, followed by the NETZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding NETZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding NETZ), click the fund name in the "Holder" column of the funds-holding-NETZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.724,717$41,124 12/31/2023
     NETZ724,717$41,124 12/31/2023
Jordan Park Group LLC379,877$21,556 12/31/2023
     NETZ379,877$21,556 12/31/2023
Signify Wealth72,325$4,104 12/31/2023
     NETZ72,325$4,104 12/31/2023
David R. Rahn & Associates Inc.42,894$2,935 03/31/2024
     NETZ42,894$2,935 03/31/2024
Cyndeo Wealth Partners LLC37,724$2,581 03/31/2024
     NETZ37,724$2,581 03/31/2024
TFC Financial Management41,118$2,333 12/31/2023
     NETZ41,118$2,333 12/31/2023
Albion Financial Group UT33,938$1,926 12/31/2023
     NETZ33,938$1,926 12/31/2023
Orion Portfolio Solutions LLC25,814$1,453 12/31/2023
     NETZ25,814$1,453 12/31/2023
3EDGE Asset Management LP21,634$1,228 12/31/2023
     NETZ21,634$1,228 12/31/2023
JPMorgan Chase & Co.19,289$1,095 12/31/2023
     NETZ19,289$1,095 12/31/2023
Bellevue Asset Management LLC19,133$1,086 12/31/2023
     NETZ19,133$1,086 12/31/2023
GTS Securities LLC12,458$707 12/31/2023
     NETZ12,458$707 12/31/2023
Portside Wealth Group LLC9,465$648 03/31/2024
     NETZ9,465$648 03/31/2024
Becker Capital Management Inc.9,746$553 12/31/2023
     NETZ9,746$553 12/31/2023
Smart Portfolios LLC9,098$547 12/31/2023
     NETZ9,098$547 12/31/2023
Townsquare Capital LLC9,408$534 12/31/2023
     NETZ9,408$534 12/31/2023
All Season Financial Advisors Inc.5,371$367 03/31/2024
     NETZ5,371$367 03/31/2024
Bristlecone Advisors LLC5,928$336 12/31/2023
     NETZ5,928$336 12/31/2023
Jane Street Group LLC5,153$292 12/31/2023
     NETZ5,153$292 12/31/2023
Edge Capital Group LLC3,623$206 12/31/2023
     NETZ3,623$206 12/31/2023
TCTC Holdings LLC299$17 12/31/2023
     NETZ299$17 12/31/2023
Royal Bank of Canada118$7 12/31/2023
     NETZ118$7 12/31/2023
FMR LLC61$3 12/31/2023
     NETZ61$3 12/31/2023
Financial Connections Group Inc.60$3 12/31/2023
     NETZ60$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     NETZ0$0 12/31/2023

See Summary: Institutional Holders of NETZ
See Details: Top 10 Hedge Funds Holding NETZ
Also See: NETZ Holdings Changes

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