13FBOX
NEW ENGLAND · 13F Institutional Holdings
Options Calculator Rankings
N

NEW ENGLAND

NEN
Institutions
11
Combined AUM (Q2 2026)
$5.5M
Combined Shares (Q2 2026)
94,169
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,370
2 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7,553
5 · 1 Exit · ≈
⚖️ Net
-6,183
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.5M
Institutions
11
New Buys
0
Adds
2
Reduces
4
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CALDWELL SUTTER CAPITAL, INC.
0.64%0.71%#1$1.7M29,019$1.7M29,01900.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#6$974,78216,609$1.1M17,532-923-5.26%Reduce
Warberg Asset Management LLC
0.16%0.18%#3$886,21915,100$1.1M17,706-2,606-14.72%Reduce
LPL Financial LLC
<0.01%<0.01%#5$588,48510,027$603,72610,02700.00%Unchanged
EPACRIA CAPITAL PARTNERS, LLC
0.45%0.41%#2$583,4969,942$527,2288,636+1,306+15.12%Add
UBS Group AG
<0.01%<0.01%#7$255,0084,345$257,7594,281+64+1.49%Add
Napier Financial, LLC
0.04%0.04%#4$183,2303,122$187,9753,12200.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#10$168,6162,873$206,2402,874-1-0.03%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#9$80,0001,361$86,0001,401-40-2.86%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#8$77,5031,321$80,6391,32100.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#11$25,600450$27,47345000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow