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Security record · archived quarter

NIE

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
26Tracked holders
+1Δ holders
3.94MShares held
$92.03MReported value
+2New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.0% · share flow -0.5% · net new positions +3.8% · 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 0 286.43K $7.25M n/a n/a
Q2 2026 29 +4 4.08M $109.58M +4 n/a
Q1 2026 26 +1 3.94M $92.03M +2 −1
Q4 2025 25 0 3.96M $98.79M n/a n/a
Q3 2025 4 0 552.80K $13.88M n/a n/a
Q2 2025 2 +1 14.46K $345,690 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 951.19K -1.1% $22.22M 0.0% ▼ Trim 2 SEC ↗ ×2
2 Royal Bank Of Canada 575.17K +0.7% $13.44M 0.0% ▲ Add 2 SEC ↗ ×2
3 Morgan Stanley ✦ 521.69K -2.3% $12.19M 0.0% ▼ Trim 3 SEC ↗ ×2
4 Raymond James Financial Inc 520.15K +12.8% $12.15M 0.0% ▲ Add 2 SEC ↗ ×3
5 LPL Financial LLC 290.71K +7.7% $6.79M 0.0% ▲ Add 2 SEC ↗
6 Wealth Enhancement Advisory… 256.92K -36.1% $6.06M 0.0% ▼ Trim 2 SEC ↗
7 UBS Group AG 131.27K -6.0% $3.07M 0.0% ▼ Trim 2 SEC ↗
8 Invesco Ltd. 122.23K +9.1% $2.86M 0.0% ▲ Add 2 SEC ↗
9 Bank Of America Corp /De/ 119.09K -0.9% $2.78M 0.0% ▼ Trim 2 SEC ↗
10 Allspring Global Investments… 80.11K +19.2% $1.87M 0.0% ▲ Add 2 SEC ↗
11 Osaic Holdings, Inc. 77.31K -14.3% $1.81M 0.0% ▼ Trim 2 SEC ↗
12 Commonwealth Equity Services, Llc 48.13K +34.1% $1.12M 0.0% ▲ Add 2 SEC ↗
13 Ameriprise Financial Inc 44.17K +29.4% $1.03M 0.0% ▲ Add 2 SEC ↗
14 First Trust Advisors Lp 33.79K New $789,287 0.0% New 1 SEC ↗
15 Stifel Financial Corp 32.33K -26.2% $755,149 0.0% ▼ Trim 2 SEC ↗
16 Cetera Investment Advisers 30.18K +21.0% $704,910 0.0% ▲ Add 2 SEC ↗
17 Envestnet Asset Management Inc 25.92K +26.9% $605,439 0.0% ▲ Add 2 SEC ↗
18 Truist Financial Corp 20.05K -7.1% $468,256 0.0% ▼ Trim 2 SEC ↗
19 Baird Financial Group, Inc. 18.90K +2.3% $441,491 0.0% ▲ Add 2 SEC ↗ ×2
20 AQR Capital Management ✦ 14.45K 0.0% $337,599 0.0% Held 4 SEC ↗
21 Fifth Third Bancorp 8.09K New $189,076 0.0% New 1 SEC ↗
22 Rockefeller Capital Management L.P. 4.57K 0.0% $106,732 0.0% Held 2 SEC ↗
23 Us Bancorp \De\ 4.13K 0.0% $96,594 0.0% Held 2 SEC ↗
24 Cwm, Llc 3.34K +0.2% $78,074 0.0% ▲ Add 2 SEC ↗
25 Pnc Financial Services Group, Inc. 3.00K 0.0% $70,173 0.0% Held 2 SEC ↗ ×2
26 JPMorgan Chase ✦ 305 -14.8% $6,996 0.0% ▼ Trim 3 SEC ↗

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

New buyers

First Trust Advisors Lp $789,287 0.0%
Fifth Third Bancorp $189,076 0.0%

Exited

Fidelity (FMR) $773 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 7.08M shares, $161.32M 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)

Aug 20 MCDANIEL CONNIE D

Director · 245 sh @ 26.37 · $6,460

Open-market sales (S)

No open-market insider sales in our coverage window.

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

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