13F QoQ Ownership Changes
NTZ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 1 added · 4 reduced · 3 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 2,162,136 | +2,162,136 | $5.2K | +$5.2K | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BENJAMIN EDWARDS INC | 162,614 | +1,014 | $383.8K | -$136.6K | 0.6% |
Reduced(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 99,966 | -5,100 | $235.9K | -$102.4K | -4.8% |
| UBS Group AG | 651 | -7,807 | $1.5K | -$25.7K | -92.3% |
| EverSource Wealth Advisors, LLC | 75 | -127 | $177 | -$473 | -62.9% |
| BNP PARIBAS FINANCIAL MARKETS | 100 | -100 | $236 | -$408 | -50.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -11,270 | $0 | -$36.3K | — |
| LPL Financial LLC | 0 | -10,000 | $0 | -$32.2K | — |
| JPMORGAN CHASE & CO | 0 | -1,269 | $0 | -$4.1K | — |