NBCM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +0.1% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +1 | 9.78M | $262.57M | +2 | −1 |
| Q1 2026 | 11 | 0 | 9.21M | $258.23M | +2 | −2 |
| Q4 2025 | 11 | +1 | 9.93M | $227.89M | +1 | — |
| Q3 2025 | 1 | — | 1.22K | $28,607 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.88M | — | $113.53M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 3.69M | — | $83.38M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Neuberger Berman Group LLC | 3.69M | — | $83.38M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 1.06M | — | $24.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 144.29K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 106.70K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 27.52K | — | $622,468 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 14.73K | — | $333,174 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 6.23K | New | $141,044 | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.83K | — | $64,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.22K | +0.1% | $27,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.22K | +0.1% | $27,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Us Bancorp \De\ | 872 | — | $19,729 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $141,044 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 9.69M shares, $270.97M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.