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NXG Nextgen Infrastr Inc (NXG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fifth Third Bancorp
UNCHANGED
Shares92,223 from 92,223
Change0 (0%)
Value$5.0M (-$952.7K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares61,418 from 58,510
Change+2,908 (+5%)
Value$3.3M (-$446.2K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares35,023 from 33,428
Change+1,595 (+5%)
Value$1.9M (-$258.6K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares26,511 from 23,133
Change+3,378 (+15%)
Value$1.4M (-$55.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares19,501 from 18,507
Change+994 (+5%)
Value$1.1M (-$138.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares17,365 from 13,153
Change+4,212 (+32%)
Value$944.3K (+$93.2K)
Filed 2026-11-02
Integrity Wealth Partners, LLC
NEW
Shares9,998
Change+9,998
Value$543.7K
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares8,552 from 8,539
Change+13 (+0%)
Value$465.1K (-$87.5K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares7,140 from 7,000
Change+140 (+2%)
Value$388.3K (-$64.7K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares6,838 from 6,781
Change+57 (+1%)
Value$371.9K (-$66.9K)
Filed 2026-11-05
Advisory Advocates, LLC
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$350.8K (-$66.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
NEW
Shares6,350
Change+6,350
Value$345.3K
Filed 2026-11-02
Advisory Solutions Group, LLC
INCREASED
Shares5,738 from 5,233
Change+505 (+10%)
Value$312.0K (-$26.6K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares5,014 from 5,281
Change-267 (-5%)
Value$272.6K (-$69.1K)
Filed 2026-11-06
Focus Financial Network, Inc.
NEW
Shares4,551
Change+4,551
Value$247.5K
Filed 2026-10-14
Fiduciary Alliance LLC
INCREASED
Shares4,126 from 3,963
Change+163 (+4%)
Value$224.4K (-$32.1K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$218.3K (-$41.5K)
Filed 2026-10-27
Decision Investments, Inc
UNCHANGED
Shares3,990 from 3,990
Change0 (0%)
Value$217.0K (-$41.2K)
Filed 2026-10-07
SeaCrest Wealth Management, LLC
INCREASED
Shares3,741 from 3,448
Change+293 (+9%)
Value$203.4K (-$19.7K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$99.3K (-$18.9K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares1,516 from 500
Change+1,016 (+203%)
Value$82.5K (+$50.1K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$13.9K (-$2.6K)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.6K (-$2.6K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares200
Change+200
Value$10.9K
Filed 2026-10-09
Avion Wealth
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10 (-$2)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$7.8K ($0)
Filed 2026-11-06
Highline Wealth Partners LLC
NEW
Shares45
Change+45
Value$2.4K
Filed 2026-10-19
Imc-Chicago, LLC
CLOSED
Shares0 from 9,697
Change-9,697 (-100%)
Value$0 (-$627.5K)
Filed 2026-11-05
Noble Wealth Management PBC
CLOSED
Shares0 from 8,680
Change-8,680 (-100%)
Value$0 (-$561.7K)
Filed 2026-10-01
Morgan Stanley
N/A
Shares— from 185,184
Change-185,184 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 96,454
Change-96,454 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 70,092
Change-70,092 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 58,985
Change-58,985 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 53,297
Change-53,297 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,637
Change-44,637 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,372
Change-33,372 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,075
Change-30,075 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,991
Change-27,991 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 24,101
Change-24,101 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,190
Change-20,190 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,299
Change-16,299 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,311
Change-5,311 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
CSS LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 875
Change-875 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 263
Change-263 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Status
Fifth Third Bancorp
UNCHANGED92,22392,22300%$6.0M$5.0M-$952.7K2026-11-05
CoreCap Advisors, LLC
INCREASED61,41858,510+2,908+5%$3.8M$3.3M-$446.2K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED35,02333,428+1,595+5%$2.2M$1.9M-$258.6K2026-11-05
LPL Financial LLC
INCREASED26,51123,133+3,378+15%$1.5M$1.4M-$55.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED19,50118,507+994+5%$1.2M$1.1M-$138.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED17,36513,153+4,212+32%$851.1K$944.3K+$93.2K2026-11-02
Integrity Wealth Partners, LLC
NEW9,998—+9,998——$543.7K—2026-10-14
Valeo Financial Advisors, LLC
INCREASED8,5528,539+13+0%$552.6K$465.1K-$87.5K2026-10-08
Oppenheimer & Co Inc
INCREASED7,1407,000+140+2%$453.0K$388.3K-$64.7K2026-10-26
Compound Planning, Inc.
INCREASED6,8386,781+57+1%$438.8K$371.9K-$66.9K2026-11-05
Advisory Advocates, LLC
UNCHANGED6,4506,45000%$417.4K$350.8K-$66.6K2026-11-05
Kestra Advisory Services, LLC
NEW6,350—+6,350——$345.3K—2026-11-02
Advisory Solutions Group, LLC
INCREASED5,7385,233+505+10%$338.6K$312.0K-$26.6K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED5,0145,281-267-5%$341.7K$272.6K-$69.1K2026-11-06
Focus Financial Network, Inc.
NEW4,551—+4,551——$247.5K—2026-10-14
Fiduciary Alliance LLC
INCREASED4,1263,963+163+4%$256.4K$224.4K-$32.1K2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,0154,01500%$259.8K$218.3K-$41.5K2026-10-27
Decision Investments, Inc
UNCHANGED3,9903,99000%$258.2K$217.0K-$41.2K2026-10-07
SeaCrest Wealth Management, LLC
INCREASED3,7413,448+293+9%$223.1K$203.4K-$19.7K2026-10-21
US Bancorp \de\
UNCHANGED1,8261,82600%$118.2K$99.3K-$18.9K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED1,516500+1,016+203%$32.4K$82.5K+$50.1K2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED25525500%$16.5K$13.9K-$2.6K2026-11-06
Financial Consulate, Inc
UNCHANGED25025000%$16.2K$13.6K-$2.6K2026-10-23
GK Wealth Management LLC
NEW200—+200——$10.9K—2026-10-09
Avion Wealth
UNCHANGED20020000%$12$10-$22026-11-04
Allworth Financial LP
UNCHANGED12012000%$7.8K$7.8K$02026-11-06
Highline Wealth Partners LLC
NEW45—+45——$2.4K—2026-10-19
Imc-Chicago, LLC
CLOSED09,697-9,697-100%$627.5K$0-$627.5K2026-11-05
Noble Wealth Management PBC
CLOSED08,680-8,680-100%$561.7K$0-$561.7K2026-10-01
Morgan Stanley
N/A—185,184-185,184-100%$12.0M———
Jane Street Group, LLC
N/A—96,454-96,454-100%$6.2M———
Janney Montgomery Scott LLC
N/A—70,092-70,092-100%$4.5M———
Guggenheim Capital LLC
N/A—58,985-58,985-100%$3.8M———
Thomas J. Herzfeld Advisors, Inc.
N/A—53,297-53,297-100%$3.4M———
Raymond James Financial Inc
N/A—44,637-44,637-100%$2.9M———
Stifel Financial Corp
N/A—33,372-33,372-100%$2.2M———
Baird Financial Group, Inc.
N/A—30,075-30,075-100%$1.9M———
Osaic Holdings, Inc.
N/A—27,991-27,991-100%$1.8M———
XTX Topco Ltd
N/A—24,101-24,101-100%$1.6M———
UBS Group AG
N/A—20,190-20,190-100%$1.3M———
Royal Bank of Canada
N/A—16,299-16,299-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—13,020-13,020-100%$842.6K———
Ausdal Financial Partners, Inc.
N/A—12,655-12,655-100%$818.9K———
Invesco Ltd.
N/A—9,557-9,557-100%$618.4K———
Stratos Wealth Advisors, LLC
N/A—8,899-8,899-100%$575.9K———
Private Advisor Group, LLC
N/A—8,705-8,705-100%$563.3K———
PFG Investments, LLC
N/A—5,311-5,311-100%$343.7K———
NewEdge Advisors, LLC
N/A—5,198-5,198-100%$336.4K———
Calton & Associates, Inc.
N/A—4,858-4,858-100%$314.4K———
Citadel Advisors LLC
N/A—4,588-4,588-100%$296.9K———
Aristides Capital LLC
N/A—4,544-4,544-100%$294.0K———
CSS LLC
N/A—3,842-3,842-100%$248.6K———
Wells Fargo & Company
N/A—3,372-3,372-100%$218.2K———
Cetera Investment Advisers
N/A—3,354-3,354-100%$217.0K———
Stratos Wealth Partners, Ltd.
N/A—3,201-3,201-100%$207.2K———
Colonial Trust Co / SC
N/A—1,433-1,433-100%$92.7K———
Northwestern Mutual Wealth Management Co
N/A—875-875-100%$56.6K———
BFC Planning, Inc.
N/A—336-336-100%$21.8K———
Arax Advisory Partners
N/A—263-263-100%$17.0K———
Private Wealth Asset Management, LLC
N/A—175-175-100%$11.3K———
Showing 60 of 60 institutions