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Security record · archived quarter

NMZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
26Tracked holders
+1Δ holders
10.41MShares held
$106.11MReported value
+1New positions
−0Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.0% · share flow +1.4% · net new positions +3.8% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 32 +5 16.02M $169.36M +6 −1
Q1 2026 28 +2 10.50M $108.99M +2 n/a
Q4 2025 26 +1 10.41M $106.11M +1 n/a
Q3 2025 1 -2 2.49M $26.37M n/a −2
Q2 2025 2 +1 34.00K $352,625 +1 n/a
Q1 2025 1 0 16.35K $178,346 n/a n/a
Q4 2024 1 +1 12.87K $139,136 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 2.62M +5.3% $26.73M 0.0% ▲ Add 2 SEC ↗ ×4
2 UBS Group AG 2.03M n/a $20.70M 0.0% n/c 1 SEC ↗ ×2
3 Raymond James Financial Inc 1.08M n/a $11.01M 0.0% n/c 1 SEC ↗ ×3
4 Wells Fargo & Company/Mn 849.49K n/a $8.66M 0.0% n/c 1 SEC ↗ ×3
5 LPL Financial LLC 731.02K n/a $7.45M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 423.07K n/a $4.31M 0.0% n/c 1 SEC ↗
7 Cetera Investment Advisers 358.99K n/a $3.66M 0.0% n/c 1 SEC ↗
8 Royal Bank Of Canada 267.86K n/a $2.73M 0.0% n/c 1 SEC ↗
9 Stifel Financial Corp 260.94K n/a $2.66M 0.0% n/c 1 SEC ↗
10 Jane Street Group, Llc 259.39K n/a $2.64M 0.0% n/c 1 SEC ↗ ×2
11 Northwestern Mutual Wealth… 239.94K n/a $2.44M 0.0% n/c 1 SEC ↗
12 Osaic Holdings, Inc. 210.65K n/a $2.15M 0.0% n/c 1 SEC ↗
13 Commonwealth Equity Services, Llc 209.36K n/a $2.13M 0.0% n/c 1 SEC ↗
14 Mariner, LLC 157.81K n/a $1.61M 0.0% n/c 1 SEC ↗ ×2
15 Baird Financial Group, Inc. 157.49K n/a $1.60M 0.0% n/c 1 SEC ↗
16 Rockefeller Capital Management L.P. 137.99K n/a $1.41M 0.0% n/c 1 SEC ↗
17 Truist Financial Corp 129.95K n/a $1.32M 0.0% n/c 1 SEC ↗
18 Ameriprise Financial Inc 97.74K n/a $995,995 0.0% n/c 1 SEC ↗
19 Envestnet Asset Management Inc 82.30K n/a $838,620 0.0% n/c 1 SEC ↗
20 Focus Partners Wealth 35.23K n/a $358,984 0.0% n/c 1 SEC ↗
21 Susquehanna International Group, Llp 34.47K n/a $351,209 0.0% n/c 1 SEC ↗
22 Creative Planning 17.33K n/a $176,613 0.0% n/c 1 SEC ↗
23 Citadel Advisors ✦ 12.47K New $127,049 0.0% New 1 SEC ↗
24 Us Bancorp \De\ 3.00K n/a $30,570 0.0% n/c 1 SEC ↗
25 Cwm, Llc 1.92K n/a $20,000 0.0% n/c 1 SEC ↗
26 Assetmark, Inc 336 n/a $3,424 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 $127,049 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 135 holders, 20.06M shares, $199.06M 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 · Get this via the API