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Institutional Holdings
NMIOwnership Summary
Institutions Holding
8
Total Shares Held
258,537
Total Value Held
$4,978,722
Quarter
2026-06-30
Active Positions
Increased Positions
1
125 shares
Decreased Positions
2
190,965 shares
Held Positions
3
33,408 shares
New Positions
2
34,039 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 172,172 | $4,345,415 | ▼ -9,527 | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 23,875 | $263,102 | New position | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 10,164 | $256,387 | New position | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 10,000 | $110,200 | Unchanged | 0.01% | 2026-06-30 |
| Arax Advisory Partners | 125 | $3,153 | ▲ +7 | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 18,793 | $207 | ▼ -1,990 | 0.00% | 2026-06-30 |
| Community Bank & Trust, Waco, Texas | 11,799 | $130 | Unchanged | 0.02% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 11,609 | $128 | Unchanged | 0.00% | 2026-06-30 |