NMI
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 736.58K | +15.3% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 90.33K | +1.3% | $995,500 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 90.08K | +1.3% | $992,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 55.38K | +28.9% | $610,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 48.57K | +10.7% | $535,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 42.95K | -3.8% | $473,254 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 36.80K | +109.0% | $405,537 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 33.95K | -1.3% | $374,107 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 26.00K | -3.8% | $286,477 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 24.67K | +0.8% | $271,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 23.88K | -0.8% | $263,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 12.66K | -7.0% | $139,557 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 6.25K | New | $69,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 1.92K | -12.6% | $21,103 | 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
| Royal Bank Of Canada | $69,000 | 0.0% |
Exited
| Susquehanna International… | $142,110 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 1.92M shares, $19.20M 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.