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NAVIENT
NAVIENT. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 397 Institutional holders with a total value of $3,924,065,224.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Glassman Wealth Services 29 0 0.00%
2 Clean Yield Group 21 0 0.00%
3 Baystate Wealth Management LLC 60 1,000 0.00%
4 OMNIA FAMILY WEALTH, LLC 85 1,000 0.00%
5 THOMPSON SIEGEL & WALMSLEY LLC 40 1,000 0.00%
6 PARALLEL ADVISORS, LLC 48 1,000 0.00%
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 62 1,000 0.00%
8 FARMERS & MERCHANTS INVESTMENTS INC 99 1,000 0.00%
9 IHT WEALTH MANAGEMENT, LLC 47 1,000 0.00%
10 PATHSTONE FAMILY OFFICE, LLC 75 1,000 0.00%
11 EDGE ADVISORS, LLC 84 1,000 0.00%
12 WFG Advisors, LP 60 1,000 0.00%
13 WEST PACES ADVISORS INC. 76 1,122 0.00%
14 Cable Hill Partners, LLC 144 2,000 0.00%
15 HOWE & RUSLING INC 166 2,000 0.00%
16 ENTERPRISE FINANCIAL SERVICES CORP 166 2,000 0.00%
17 Financial Architects, Inc 230 3,000 0.00%
18 TCI Wealth Advisors, Inc. 179 3,000 0.00%
19 HEFTY WEALTH PARTNERS 206 3,000 0.00%
20 HUNTINGTON NATIONAL BANK 216 3,000 0.00%
21 LBA Wealth Management, LLC 257 4,000 0.00%
22 BELLWETHER INVESTMENT GROUP, LLC 243 4,000 0.00%
23 QUADRANT CAPITAL GROUP LLC 398 4,000 0.00%
24 SUTTON WEALTH ADVISORS INC. 299 4,413 0.00%
25 Winslow, Evans & Crocker, Inc. 312 4,592 0.00%
26 Alexandria Capital, LLC 326 5,000 0.00%
27 TLP GROUP LLC 339 5,000 0.00%
28 First Personal Financial Services 360 5,000 0.00%
29 Plante Moran Financial Advisors, LLC 319 5,000 0.00%
30 VERSANT CAPITAL MANAGEMENT, INC 362 5,000 0.00%
31 CUTLER GROUP LLC / CA 3,900 6,000 0.00% Call
32 North Star Investment Management Corp. 400 6,000 0.00%
33 MV CAPITAL MANAGEMENT, INC. 424 6,000 0.00%
34 BALDWIN WEALTH PARTNERS LLC/MA 500 7,000 0.00%
35 Evercore Wealth Management, LLC 613 9,000 0.00%
36 Gemmer Asset Management LLC 616 9,000 0.00%
37 PRELUDE CAPITAL MANAGEMENT, LLC 615 9,000 0.00%
38 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 858 12,000 0.00%
39 GENEOS WEALTH MANAGEMENT INC. 818 12,000 0.00%
40 Rampart Investment Management Company, LLC 840 12,000 0.00%
41 GLENMEDE TRUST CO NA 898 13,000 0.00%
42 INVICTUS RG 859 13,000 0.00%
43 Carroll Financial Associates, Inc. 1,000 14,000 0.00%
44 HARFST & ASSOCIATES, INC. 1,005 14,000 0.00%
45 Bartlett & Co. LLC 1,000 15,000 0.00%
46 Endurance Wealth Management, Inc. 1,000 15,000 0.00%
47 PEAK6 Group LLC 1,100 16,000 0.00% Put
48 Tower Research Capital LLC (TRC) 1,148 17,000 0.00%
49 GUARDIAN LIFE INSURANCE CO OF AMERICA 1,125 17,000 0.00%
50 Manchester Capital Management LLC 1,261 19,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.