Who owns NETL?
Colterpoint Net Lease Real Estate ETF
31 institutions reported holding NETL, worth $35.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NETL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $8.8M | 329,885 | +50,419 shares |
| Dynamic Advisor Solutions LLC | Phoenix, AZ | $6.4M | 239,778 | +11,227 shares |
| LPL Financial LLC | Fort Mill, SC | $4.6M | 171,754 | +109,198 shares |
| Morgan Stanley | New York, NY | $3.3M | 125,175 | +2,262 shares |
| MAI Capital Management | Independence, OH | $2.0M | 75,230 | −4,780 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $1.6M | 61,544 | +882 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.3M | 48,362 | +5,242 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.2M | 45,316 | +34,361 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.1M | 41,316 | −29,538 shares |
| WT Wealth Management | Scottsdale, AZ | $1.1M | 41,210 | +16,318 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns NETL?
31 institutional managers reported holding NETL in Form 13F filings for June 30, 2026, worth $35.5M in total. The largest reported position was held by Raymond James Financial Inc., at $8.8M.
Did institutions buy or sell NETL last quarter?
Reported 13F value rose 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NETL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.