Position in NTRS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$210,867
New position
Shares Held
1,213
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#204
of 314 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026KPP Advisory Services LLC holds $3,478,606 across 9 Asset Management names. NTRS ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
9,103 | $1,071,150 | |
| 2 | BLK |
BlackRock, Inc.
|
741 | $712,515 | |
| 3 | HQL |
abrdn Life Sciences Investors
|
25,251 | $505,272 | |
| 4 | HPI |
John Hancock Preferred Income Fund
|
23,460 | $380,286 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,956 | $231,414 | |
| 6 | NTRS |
Northern Trust Corp
This page
|
1,213 | $210,867 | |
| 7 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
15,725 | $154,262 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
17,316 | $151,515 |
All Filings in NTRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,867 | 1,213 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||