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Security record

NIE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
29Tracked holders
+4Δ holders
4.08MShares held
$109.58MReported value
+4New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.0% · share flow +3.7% · net new positions +13.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 29 +4 4.08M $109.58M +4
Q1 2026 26 +1 3.94M $92.03M +2 −1
Q4 2025 25 0 3.96M $98.79M
Q3 2025 4 0 552.80K $13.88M
Q2 2025 2 +1 14.46K $345,690 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 970.80K +2.1% $26.08M 0.0% ▲ Add 3 SEC ↗
2 Wells Fargo & Company/Mn 970.80K +2.1% $26.08M 0.0% ▲ Add 3 SEC ↗
3 Royal Bank Of Canada 560.21K -2.6% $15.05M 0.0% ▼ Trim 3 SEC ↗
4 Raymond James Financial Inc 546.76K +5.1% $14.69M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 546.76K +5.1% $14.69M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 546.76K +5.1% $14.69M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 508.65K -2.5% $13.66M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 508.65K -2.5% $13.66M 0.0% ▼ Trim 4 SEC ↗
9 LPL Financial LLC 343.48K +18.1% $9.23M 0.0% ▲ Add 3 SEC ↗
10 Wealth Enhancement Advisory… 277.19K +7.9% $7.41M 0.0% ▲ Add 3 SEC ↗
11 Invesco Ltd. 138.53K +13.3% $3.72M 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 129.76K -1.1% $3.49M 0.0% ▼ Trim 3 SEC ↗
13 UBS Group AG 129.76K -1.1% $3.49M 0.0% ▼ Trim 3 SEC ↗
14 Allspring Global Investments… 128.83K +60.8% $3.46M 0.0% ▲ Add 3 SEC ↗
15 Bank Of America Corp /De/ 121.83K +2.3% $3.27M 0.0% ▲ Add 3 SEC ↗
16 Osaic Holdings, Inc. 93.58K +21.0% $2.51M 0.0% ▲ Add 3 SEC ↗
17 Osaic Holdings, Inc. 93.58K +21.0% $2.51M 0.0% ▲ Add 3 SEC ↗
18 Commonwealth Equity Services, Llc 46.21K -4.0% $1.24M 0.0% ▼ Trim 3 SEC ↗
19 First Trust Advisors Lp 44.33K +31.2% $1.19M 0.0% ▲ Add 2 SEC ↗
20 Ameriprise Financial Inc 35.70K -19.2% $959,047 0.0% ▼ Trim 3 SEC ↗
21 Stifel Financial Corp 29.31K -9.3% $787,331 0.0% ▼ Trim 3 SEC ↗
22 Truist Financial Corp 19.58K -2.3% $525,898 0.0% ▼ Trim 3 SEC ↗
23 Baird Financial Group, Inc. 17.30K -8.4% $464,812 0.0% ▼ Trim 3 SEC ↗
24 Baird Financial Group, Inc. 17.30K -8.4% $464,812 0.0% ▼ Trim 3 SEC ↗
25 AQR Capital Management 14.45K 0.0% $388,181 0.0% Held 5 SEC ↗
26 Cetera Investment Advisers 14.38K -52.3% $386,267 0.0% ▼ Trim 3 SEC ↗
27 Envestnet Asset Management Inc 10.13K -60.9% $272,164 0.0% ▼ Trim 3 SEC ↗
28 Fifth Third Bancorp 8.09K 0.0% $217,405 0.0% Held 2 SEC ↗
29 Mariner, LLC 7.85K New $210,865 0.0% New 1 SEC ↗
30 Rockefeller Capital Management L.P. 4.57K 0.0% $122,723 0.0% Held 3 SEC ↗
31 Us Bancorp \De\ 4.13K 0.0% $111,066 0.0% Held 3 SEC ↗
32 Pnc Financial Services Group, Inc. 3.00K 0.0% $80,687 0.0% Held 3 SEC ↗
33 Pnc Financial Services Group, Inc. 3.00K 0.0% $80,687 0.0% Held 3 SEC ↗
34 JPMorgan Chase 1.48K +386.6% $39,462 0.0% ▲ Add 4 SEC ↗
35 Northwestern Mutual Wealth… 700 New $18,802 0.0% New 1 SEC ↗
36 Fidelity (FMR) 141 New $3,787 0.0% New 1 SEC ↗
37 Russell Investments Group, Ltd. 6 New $154 0.0% New 1 SEC ↗

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

New buyers

Mariner, LLC $210,865 0.0%
Northwestern Mutual Wealth… $18,802 0.0%
Fidelity (FMR) $3,787 0.0%
Russell Investments Group… $154 0.0%

Exited

No tracked exits this quarter.

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: Q2 2026 · Methodology · Get this via the API