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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.88M | n/a | $113.53M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 3.69M | n/a | $83.38M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 1.06M | n/a | $24.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 144.29K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 106.70K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 27.52K | n/a | $622,468 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 14.73K | n/a | $333,174 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 6.23K | New | $141,044 | 0.0% | New | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.83K | n/a | $64,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.22K | +0.1% | $27,540 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Us Bancorp \De\ | 872 | n/a | $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.