Security record · archived quarter
NMAI
name pending profile ingest
23Tracked holders
0Δ holders
3.03MShares held
$39.49MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -3 | 3.15M | $44.58M | n/a | −4 |
| Q1 2026 | 26 | +3 | 3.40M | $42.16M | +5 | −2 |
| Q4 2025 | 23 | 0 | 3.03M | $39.49M | n/a | n/a |
| Q3 2025 | 3 | 0 | 981.12K | $12.74M | n/a | n/a |
| Q2 2025 | 1 | 0 | 21.41K | $270,396 | n/a | n/a |
| Q1 2025 | 1 | 0 | 21.41K | $257,336 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.41K | $257,764 | n/a | n/a |
| Q3 2024 | 1 | 0 | 36.35K | $480,560 | n/a | n/a |
| Q2 2024 | 1 | n/a | 95.62K | $1.18M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 893.11K | +3.1% | $11.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | UBS Group AG | 681.50K | n/a | $8.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 393.13K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 201.16K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 195.12K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | First Trust Advisors Lp | 107.11K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 97.25K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 79.64K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 69.75K | n/a | $909,602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 65.59K | n/a | $855,384 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 64.11K | n/a | $835,951 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 49.22K | -45.4% | $641,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 25.83K | n/a | $336,797 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 23.77K | n/a | $309,930 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 21.41K | -12.3% | $279,173 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 17.16K | n/a | $223,819 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 14.44K | n/a | $188,245 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 13.94K | n/a | $183,561 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 10.28K | n/a | $134,012 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 3.28K | n/a | $42,812 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 1.17K | n/a | $15,283 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 164 | n/a | $2,139 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 2 | n/a | $26 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 82 holders, 6.50M shares, $72.44M 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.
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: Q4 2025 ·
Methodology ·
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