NZF
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.32K | $209,101 | n/a | n/a |
| Q2 2026 | 41 | 0 | 17.75M | $225.07M | +4 | −5 |
| Q1 2026 | 43 | +4 | 17.24M | $209.96M | +4 | n/a |
| Q4 2025 | 39 | 0 | 18.73M | $235.55M | n/a | n/a |
| Q3 2025 | 2 | n/a | 4.29M | $53.89M | n/a | n/a |
| Q1 2025 | 1 | +1 | 11.57K | $141,538 | +1 | n/a |
| Q3 2024 | 1 | 0 | 48.00K | $628,748 | +1 | −1 |
| Q2 2024 | 1 | n/a | 17.33K | $214,013 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.61M | -14.1% | $45.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 3.15M | n/a | $39.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 2.17M | n/a | $27.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.83M | n/a | $22.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 1.09M | n/a | $13.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 984.76K | n/a | $12.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 786.78K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 651.48K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 532.93K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Allianz Asset Management GmbH | 462.38K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 460.77K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 360.92K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 309.59K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 254.00K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 251.12K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 240.73K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 236.42K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Invesco Ltd. | 206.52K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 180.45K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 162.73K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 132.00K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 93.96K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 93.10K | +4.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 66.03K | n/a | $830,656 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 59.96K | n/a | $762,747 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 56.21K | n/a | $707,128 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 54.59K | n/a | $686,808 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 53.07K | n/a | $667,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 45.05K | n/a | $566,767 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Focus Partners Wealth | 25.50K | n/a | $320,728 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northern Trust Corp | 23.81K | n/a | $299,530 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 21.29K | n/a | $267,816 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 19.99K | n/a | $251,487 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 13.26K | n/a | $166,837 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | First Trust Advisors Lp | 13.11K | n/a | $164,898 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 13.07K | n/a | $164,448 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 4.24K | n/a | $53,352 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 1.93K | n/a | $24,305 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 805 | n/a | $10,000 | 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): 231 holders, 31.40M shares, $361.38M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Other · 16.13K sh · $17.63M
Other · 6.68K sh · $71,811
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology