NML
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow -0.4% ·
net new positions +4.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 11.22M | $113.73M | +1 | −2 |
| Q1 2026 | 27 | +2 | 11.11M | $116.75M | +3 | −1 |
| Q4 2025 | 25 | +1 | 10.72M | $91.14M | +1 | — |
| Q3 2025 | 3 | 0 | 4.19M | $36.55M | — | — |
| Q2 2025 | 1 | -1 | 796.27K | $7.17M | — | −1 |
| Q1 2025 | 2 | +1 | 830.77K | $7.48M | +1 | — |
| Q4 2024 | 1 | 0 | 802.64K | $7.09M | — | — |
| Q3 2024 | 1 | 0 | 805.34K | $6.60M | — | — |
| Q2 2024 | 1 | — | 817.52K | $6.54M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.59M | — | $30.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.32M | -1.8% | $28.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.32M | -1.8% | $28.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 852.41K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 813.81K | +2.2% | $6.92M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 326.01K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 321.68K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 270.37K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 229.89K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 175.41K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 175.41K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Neuberger Berman Group LLC | 159.69K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 126.11K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 119.28K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 119.28K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 110.41K | — | $938,455 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 56.20K | — | $477,743 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 47.57K | — | $404,350 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 42.02K | — | $357,159 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 41.18K | — | $350,010 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 31.87K | — | $270,861 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 26.65K | — | $226,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 19.60K | — | $166,637 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14.76K | — | $125,473 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 11.74K | — | $99,798 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 10.69K | New | $90,823 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 9.18K | -50.0% | $78,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citigroup Inc | 3.00K | — | $25,500 | 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
| Citadel Advisors | $90,823 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 20.46M shares, $209.37M 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.