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Security record · archived quarter

NAD

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q3 2024
42Tracked holders
+2Δ holders
25.57MShares held
$294.05MReported value
+3New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.0% · share flow -3.0% · net new positions +4.8% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 36.94K $372,376 n/a −1
Q2 2026 40 0 25.19M $305.30M +3 −4
Q1 2026 42 +2 25.57M $294.05M +3 −1
Q4 2025 40 0 26.35M $316.56M n/a n/a
Q3 2025 1 n/a 7.13M $83.38M n/a n/a
Q1 2025 1 +1 10.80K $124,439 +1 n/a
Q3 2024 1 +1 32.03K $396,556 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 6.64M -7.6% $76.32M 0.0% ▼ Trim 3 SEC ↗ ×4
2 UBS Group AG 3.19M -10.0% $36.68M 0.0% ▼ Trim 2 SEC ↗ ×2
3 Raymond James Financial Inc 2.63M -0.1% $30.29M 0.0% ▼ Trim 2 SEC ↗ ×3
4 Bank Of America Corp /De/ 2.52M -4.6% $28.97M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Wells Fargo & Company/Mn 2.50M +2.3% $28.75M 0.0% ▲ Add 2 SEC ↗ ×3
6 Ameriprise Financial Inc 1.23M +19.6% $14.09M 0.0% ▲ Add 2 SEC ↗ ×2
7 LPL Financial LLC 1.22M +28.2% $14.06M 0.0% ▲ Add 2 SEC ↗
8 Royal Bank Of Canada 962.55K +7.0% $11.07M 0.0% ▲ Add 2 SEC ↗ ×3
9 Stifel Financial Corp 730.59K +5.2% $8.40M 0.0% ▲ Add 2 SEC ↗ ×3
10 Cetera Investment Advisers 675.75K +4.4% $7.77M 0.0% ▲ Add 2 SEC ↗
11 Commonwealth Equity Services, Llc 419.70K -5.7% $4.83M 0.0% ▼ Trim 2 SEC ↗
12 Deutsche Bank Ag\ 416.38K 0.0% $4.79M 0.0% Held 2 SEC ↗
13 Osaic Holdings, Inc. 369.61K +12.5% $4.25M 0.0% ▲ Add 2 SEC ↗
14 Allianz Asset Management GmbH 300.65K 0.0% $3.46M 0.0% Held 2 SEC ↗
15 Cerity Partners LLC 210.86K -3.6% $2.42M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Invesco Ltd. 206.99K -5.4% $2.38M 0.0% ▼ Trim 2 SEC ↗
17 Jane Street Group, Llc 186.59K -27.5% $2.15M 0.0% ▼ Trim 2 SEC ↗ ×2
18 Rockefeller Capital Management L.P. 156.58K -15.3% $1.80M 0.0% ▼ Trim 2 SEC ↗ ×3
19 Baird Financial Group, Inc. 111.98K -9.7% $1.29M 0.0% ▼ Trim 2 SEC ↗ ×2
20 HighTower Advisors, LLC 88.37K -81.0% $1.02M 0.0% ▼ Trim 2 SEC ↗
21 Pnc Financial Services Group, Inc. 83.92K 0.0% $965,023 0.0% Held 2 SEC ↗ ×3
22 Corient Private Wealth LP 76.68K -14.8% $884,352 0.0% ▼ Trim 2 SEC ↗
23 Northwestern Mutual Wealth… 74.94K -4.9% $861,829 0.0% ▼ Trim 2 SEC ↗
24 Susquehanna International Group, Llp 67.03K +10.0% $770,799 0.0% ▲ Add 2 SEC ↗
25 Focus Partners Wealth 57.66K -4.8% $663,045 0.0% ▼ Trim 2 SEC ↗
26 Fifth Third Bancorp 49.43K +416.9% $568,495 0.0% ▲ Add 2 SEC ↗
27 Bank of New York Mellon Corp 43.27K +23.6% $497,665 0.0% ▲ Add 2 SEC ↗ ×2
28 Quantinno Capital Management LP 38.81K New $446,292 0.0% New 1 SEC ↗
29 Captrust Financial Advisors 37.25K -0.1% $428,412 0.0% ▼ Trim 2 SEC ↗
30 Envestnet Asset Management Inc 36.62K -1.6% $421,110 0.0% ▼ Trim 2 SEC ↗
31 Truist Financial Corp 32.17K -1.4% $369,914 0.0% ▼ Trim 2 SEC ↗ ×2
32 Cwm, Llc 32.13K -1.5% $369,547 0.0% ▼ Trim 2 SEC ↗
33 Wealth Enhancement Advisory… 31.61K -13.8% $366,703 0.0% ▼ Trim 2 SEC ↗
34 Mariner, LLC 28.59K -24.8% $328,136 0.0% ▼ Trim 2 SEC ↗
35 Nomura Holdings Inc 28.00K New $322,000 0.0% New 1 SEC ↗
36 Mercer Global Advisors Inc /Adv 23.80K +46.3% $273,715 0.0% ▲ Add 2 SEC ↗
37 Brown Advisory Inc 19.86K -13.0% $228,447 0.0% ▼ Trim 2 SEC ↗
38 Creative Planning 17.15K +17.6% $197,216 0.0% ▲ Add 2 SEC ↗
39 First Trust Advisors Lp 13.84K +3.8% $159,160 0.0% ▲ Add 2 SEC ↗
40 Us Bancorp \De\ 12.75K 0.0% $146,637 0.0% Held 2 SEC ↗ ×2
41 BlackRock ✦ (passive) 463 New $5,325 0.0% New 1 SEC ↗
42 Assetmark, Inc 436 -3.8% $5,017 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Quantinno Capital Management… $446,292 0.0%
Nomura Holdings Inc $322,000 0.0%
BlackRock $5,325 0.0%

Exited

Mml Investors Services, Llc $123,516 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 282 holders, 45.06M shares, $502.41M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Oct 14 TOTH TERENCE J

Other · 4.59K sh @ 10.13 · $46,466

Oct 14 TOTH TERENCE J

Other · 2.50K sh @ 10.12 · $25,300

Oct 14 TOTH TERENCE J

Other · 3 sh @ 10.13 · $30

Oct 14 TOTH TERENCE J

Other · 0 sh @ 10.13 · $4

Open-market sales (S)

Oct 16 Robert Young L

Other · 32.73K sh · $337,743

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Oct 05 SC 13D/A: BANK OF AMERICA CORP /DE/

52.5% of class · View original SEC filing ↗

Sep 25 SC 13D/A: WELLS FARGO & COMPANY/MN

11.8% of class · View original SEC filing ↗

Jun 22 SC 13D/A: BANK OF AMERICA CORP /DE/

52.3% of class · View original SEC filing ↗

Jun 12 SC 13D/A: WELLS FARGO & COMPANY/MN

13.5% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API