Position in NTRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,088,195
+$827,701 QoQ
Shares Held
23,517
+0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#266
of 1,014 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $5,975,422 across 5 Asset Management names. NTRS ranks #1 (68.4% of the industry book) .
All Filings in NTRS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,088,195 | 23,517 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,260,494 | 23,361 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,141,706 | 23,001 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,068,341 | 22,796 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,870,398 | 22,639 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,206,011 | 22,362 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,171,872 | 21,189 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,901,523 | 21,121 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,735,698 | 20,668 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,808,543 | 20,339 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,689,793 | 20,026 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,484,092 | 21,360 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,577,106 | 21,272 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,875,142 | 21,277 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,746,527 | 19,737 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,803,690 | 21,081 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,052,997 | 21,279 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,466,643 | 21,182 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,450,689 | 20,489 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,051,516 | 19,029 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,958,949 | 16,943 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,767,845 | 16,819 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,418,149 | 15,226 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,097,427 | 14,075 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,023,009 | 12,894 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,269,312 | 16,821 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||