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Institutional Holdings
NMAIOwnership Summary
Institutions Holding
10
Total Shares Held
91,183
Total Value Held
$1,283,045
Quarter
2026-06-30
Active Positions
Increased Positions
2
54,041 shares
Decreased Positions
2
31,179 shares
Held Positions
3
5,963 shares
New Positions
0
0 shares
Sold Out Positions
3
3,235 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 53,041 | $742,574 | ▲ +1,164 | 0.00% | 2026-06-30 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 31,001 | $439,284 | ▼ -500 | 0.05% | 2026-06-30 |
| Towne Trust Company, N.A | 4,100 | $58,097 | Unchanged | 0.02% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1,408 | $19,951 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 1,000 | $14,170 | ▲ +775 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 455 | $6,447 | Unchanged | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 178 | $2,522 | ▼ -47 | 0.00% | 2026-06-30 |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Keating Financial Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |