Security record · archived quarter
NML
name pending profile ingest
26Tracked holders
-1Δ holders
11.22MShares held
$113.73MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +1.0% ·
net new positions -3.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.80M | -0.8% | $38.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.22M | -0.9% | $32.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | UBS Group AG | 946.78K | +5.8% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 946.78K | +5.8% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 813.81K | 0.0% | $8.25M | 0.0% | Held | 9 | SEC ↗ |
| 6 | Stifel Financial Corp | 310.69K | -3.7% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 300.97K | -8.3% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 267.51K | +5.1% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 230.83K | +21.8% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 230.83K | +21.8% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 228.82K | +1.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 228.82K | +1.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 215.75K | +64.3% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Focus Partners Wealth | 196.20K | -26.9% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Neuberger Berman Group LLC | 159.43K | -0.1% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 144.79K | +30.6% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 144.79K | +30.6% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 84.80K | +50.9% | $859,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 70.62K | +64.7% | $716,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 62.71K | +31.4% | $635,873 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 40.81K | -29.3% | $413,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 31.21K | +16.1% | $316,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 31.21K | +16.1% | $316,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 24.00K | 0.0% | $243,360 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 18.77K | -1.1% | $190,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 13.97K | +0.8% | $141,696 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 12.68K | +66.7% | $128,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 10.77K | New | $109,244 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 9.18K | 0.0% | $91,361 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Citigroup Inc | 3.00K | 0.0% | $30,420 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $10,140 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $10,140 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $109,244 | 0.0% |
Exited
| Jane Street Group, Llc | $131,470 | was 0.0% |
| Susquehanna International… | $108,337 | was 0.0% |
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.
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: Q2 2026 ·
Methodology ·
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