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NXG Nextgen Infrastr Inc (NXG)

CUSIP: 231647207 | US | Financial Services · Asset Management | Small Cap | 125 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Fifth Third Bancorp92,223
0.0% of portfolio›$5.0M
CoreCap Advisors, LLC61,418
0.1% of portfolio›$3.3M
J.W. Cole Advisors, Inc.35,023
0.0% of portfolio›$1.9M
LPL Financial LLC26,511
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.19,501
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC17,365
0.0% of portfolio›$944.3K
Integrity Wealth Partners, LLC9,998
0.4% of portfolio›$543.7K
Valeo Financial Advisors, LLC8,552
0.0% of portfolio›$465.1K
Oppenheimer & Co Inc7,140
0.0% of portfolio›$388.3K
Compound Planning, Inc.6,838
0.0% of portfolio›$371.9K
Advisory Advocates, LLC6,450
0.3% of portfolio›$350.8K
Kestra Advisory Services, LLC6,350
0.0% of portfolio›$345.3K
Advisory Solutions Group, LLC5,738
0.1% of portfolio›$312.0K
Kestra Private Wealth Services, LLC5,014
0.0% of portfolio›$272.6K
Focus Financial Network, Inc.4,551
0.0% of portfolio›$247.5K
Fiduciary Alliance LLC4,126
0.0% of portfolio›$224.4K
Pinnacle Wealth Planning Services, Inc.4,015
0.0% of portfolio›$218.3K
Decision Investments, Inc3,990
0.2% of portfolio›$217.0K
SeaCrest Wealth Management, LLC3,741
0.0% of portfolio›$203.4K
US Bancorp \de\1,826
0.0% of portfolio›$99.3K
EverSource Wealth Advisors, LLC1,516
0.0% of portfolio›$82.5K
PNC Financial Services Group, Inc.255
0.0% of portfolio›$13.9K
Financial Consulate, Inc250
0.0% of portfolio›$13.6K
GK Wealth Management LLC200
0.0% of portfolio›$10.9K
Avion Wealth200
0.0% of portfolio›$10
Allworth Financial LP120
0.0% of portfolio›$7.8K
Highline Wealth Partners LLC45
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
Fifth Third Bancorp
92,223$5.0M0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
61,418$3.3M0.1%ETFMediumSouthfield, MI2026-10-08
J.W. Cole Advisors, Inc.
35,023$1.9M0.0%IndexLowTampa, FL2026-11-05
LPL Financial LLC
26,511$1.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
19,501$1.1M0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
17,365$944.3K0.0%ETFLowWaltham, MA2026-11-02
Integrity Wealth Partners, LLC
9,998$543.7K0.4%ETFN/AWalnut Creek, CA2026-10-14
Valeo Financial Advisors, LLC
8,552$465.1K0.0%ETFLowCarmel, IN2026-10-08
Oppenheimer & Co Inc
7,140$388.3K0.0%CoreLowNew York, NY2026-10-26
Compound Planning, Inc.
6,838$371.9K0.0%CoreLowNew York, NY2026-11-05
Advisory Advocates, LLC
6,450$350.8K0.3%YieldMediumGrand Rapids, MI2026-11-05
Kestra Advisory Services, LLC
6,350$345.3K0.0%CoreLowAustin, TX2026-11-02
Advisory Solutions Group, LLC
5,738$312.0K0.1%ETFN/APlymouth, MN2026-10-14
Kestra Private Wealth Services, LLC
5,014$272.6K0.0%GrowthLowAustin, TX2026-11-06
Focus Financial Network, Inc.
4,551$247.5K0.0%ETFLowMinneapolis, MN2026-10-14
Fiduciary Alliance LLC
4,126$224.4K0.0%CoreMediumGreenville, SC2026-10-13
Pinnacle Wealth Planning Services, Inc.
4,015$218.3K0.0%GARPLowMansfield, OH2026-10-27
Decision Investments, Inc
3,990$217.0K0.2%GrowthLowSan Diego, CA2026-10-07
SeaCrest Wealth Management, LLC
3,741$203.4K0.0%GrowthLowPurchase, NY2026-10-21
US Bancorp \de\
1,826$99.3K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
1,516$82.5K0.0%CoreMediumBirmingham, AL2026-11-04
PNC Financial Services Group, Inc.
255$13.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Financial Consulate, Inc
250$13.6K0.0%ETFLowHunt Valley, MD2026-10-23
GK Wealth Management LLC
200$10.9K0.0%GARPVery HighReno, NV2026-10-09
Avion Wealth
200$100.0%ETFLowThe Woodlands, TX2026-11-04
Allworth Financial LP
120$7.8K0.0%IndexLowFolsom, CA2026-11-06
Highline Wealth Partners LLC
45$2.4K0.0%ETFMediumSherman Oaks, CA2026-10-19