13FBOX
NEWLAKE CAP PARTNERS INC · 13F Institutional Holdings
Options Calculator Rankings
N

NEWLAKE CAP PARTNERS INC

NLCP
Institutions
3
Combined AUM (Q2 2026)
$2.2M
Combined Shares (Q2 2026)
137,479
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+101,309
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+101,309
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.2M
Institutions
3
New Buys
2
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMPASS FINANCIAL MANAGEMENT LLC
0.15%#1$1.3M81,629$00+81,629New Buy
Ancora Advisors LLC
0.02%0.02%#2$884,98255,450$522,29536,170+19,280+53.30%Add
Luminist Capital LLC
0.01%#3$6,384400$00+400New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow