← All institutions
Institutional Holdings
NMZOwnership Summary
Institutions Holding
184
Total Shares Held
29,618,350
Total Value Held
$350,587,788
Quarter
2025-12-31
Active Positions
Increased Positions
1
3,154,922 shares
Decreased Positions
0
0 shares
Held Positions
2
3,207 shares
New Positions
181
26,460,221 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| PRIVATE TRUST CO NA | 8,990 | $113,094 | New position | 2025-12-31 | |
| MORGAN STANLEY | 3,608,808 | $45,398,804 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 3,154,922 | $39,688,919 | ▲ +26,119 | 2025-12-31 | |
| UBS Group AG | 2,169,085 | $27,287,090 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 1,825,921 | $22,970,081 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 1,770,141 | $22,268,374 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 1,094,266 | $13,765,874 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 984,756 | $12,388,000 | New position | 2025-12-31 | |
| LPL Financial LLC | 786,784 | $9,897,745 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 651,477 | $8,195,554 | New position | 2025-12-31 | |
| Advisors Asset Management, Inc. | 627,285 | $7,891,245 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 532,929 | $6,704,243 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 462,380 | $5,816,740 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 460,769 | $5,796,472 | New position | 2025-12-31 | |
| McGowan Group Asset Management, Inc. | 452,589 | $5,693,565 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 352,235 | $5,438,710 | New position | 2025-12-31 | |
| StoneX Group Inc. | 409,195 | $5,147,678 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 366,463 | $4,610,104 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 360,918 | $4,540,359 | New position | 2025-12-31 | |
| GREATMARK INVESTMENT PARTNERS, INC. | 331,096 | $4,165,188 | New position | 2025-12-31 | |
| MACKAY SHIELDS LLC | 324,502 | $4,082,235 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 254,005 | $3,195,383 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 251,123 | $3,159,132 | New position | 2025-12-31 | |
| KIM, LLC | 250,000 | $3,145,000 | New position | 2025-12-31 | |
| Edgemoor Investment Advisors, Inc. | 245,944 | $3,093,976 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 240,728 | $3,028,360 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 236,418 | $2,974,237 | New position | 2025-12-31 | |
| North Ground Capital | 223,536 | $2,812,083 | New position | 2025-12-31 | |
| Invesco Ltd. | 206,516 | $2,597,971 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 195,094 | $2,454,297 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 180,448 | $2,270,030 | New position | 2025-12-31 | |
| ROBINSON CAPITAL MANAGEMENT, LLC | 173,434 | $2,181,800 | New position | 2025-12-31 | |
| Compass Financial Group, INC/SD | 162,989 | $2,050,397 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 159,936 | $2,011,988 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 162,733 | $2,010,694 | New position | 2025-12-31 | |
| Wakefield Asset Management LLLP | 150,728 | $1,896,159 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 140,302 | $1,765,003 | New position | 2025-12-31 | |
| Carson Advisory Inc. | 134,060 | $1,686,476 | New position | 2025-12-31 | |
| &PARTNERS | 132,667 | $1,668,946 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 132,003 | $1,668,452 | New position | 2025-12-31 | |
| Colter Lewis Investment Partners LLC | 110,104 | $1,385,110 | New position | 2025-12-31 | |
| Alpine Global Management, LLC | 108,218 | $1,361,382 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 93,960 | $1,182,017 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 93,101 | $1,171,211 | New position | 2025-12-31 | |
| FF Advisors,LLC | 88,733 | $1,116,261 | New position | 2025-12-31 | |
| Wealth Alliance Advisory Group, LLC | 79,985 | $1,006,211 | New position | 2025-12-31 | |
| Gould Capital, LLC | 73,165 | $920,416 | New position | 2025-12-31 | |
| Closed-End Fund Advisors, Inc. | 69,887 | $879,178 | New position | 2025-12-31 | |
| Intellus Advisors LLC | 69,025 | $868,329 | New position | 2025-12-31 | |
| River Street Advisors LLC | 68,862 | $866,284 | New position | 2025-12-31 | |
| Creative Planning | 66,030 | $830,656 | New position | 2025-12-31 | |
| World Investment Advisors | 77,379 | $810,002 | New position | 2025-12-31 | |
| PRIMORIS WEALTH ADVISORS, LLC | 60,755 | $764,298 | New position | 2025-12-31 | |
| Sanctuary Advisors, LLC | 59,324 | $746,293 | New position | 2025-12-31 | |
| AXXCESS WEALTH MANAGEMENT, LLC | 59,208 | $744,836 | New position | 2025-12-31 | |
| PFG Investments, LLC | 58,474 | $735,612 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 54,595 | $686,808 | New position | 2025-12-31 | |
| Venture Visionary Partners LLC | 53,192 | $669,165 | New position | 2025-12-31 | |
| Mariner, LLC | 53,072 | $667,647 | New position | 2025-12-31 | |
| MGB Wealth Management, LLC | 53,019 | $666,979 | New position | 2025-12-31 | |
| Fortitude Advisory Group L.L.C. | 52,734 | $663,390 | New position | 2025-12-31 | |
| Private Advisor Group, LLC | 49,368 | $621,048 | New position | 2025-12-31 | |
| Whipplewood Advisors, LLC | 46,022 | $578,957 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 45,053 | $566,767 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 42,128 | $529,973 | New position | 2025-12-31 | |
| Palogic Value Management, L.P. | 41,710 | $524,712 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 41,648 | $523,932 | New position | 2025-12-31 | |
| DUNCKER STREETT & CO INC | 40,409 | $508,345 | New position | 2025-12-31 | |
| Indivisible Partners | 39,361 | $495,166 | New position | 2025-12-31 | |
| Plan Group Financial, LLC | 38,665 | $486,403 | New position | 2025-12-31 | |
| Allworth Financial LP | 38,342 | $482,343 | New position | 2025-12-31 | |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 37,009 | $465,573 | New position | 2025-12-31 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 35,753 | $449,779 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 34,714 | $436,696 | New position | 2025-12-31 | |
| Perennial Investment Advisors, LLC | 33,960 | $427,216 | New position | 2025-12-31 | |
| HOLLENCREST CAPITAL MANAGEMENT | 33,383 | $419,958 | New position | 2025-12-31 | |
| Koshinski Asset Management, Inc. | 32,668 | $410,964 | New position | 2025-12-31 | |
| EVOLVE PRIVATE WEALTH, LLC | 32,633 | $410,523 | New position | 2025-12-31 | |
| AlphaCore Capital LLC | 32,434 | $408,017 | New position | 2025-12-31 | |
| CARY STREET PARTNERS FINANCIAL LLC | 31,590 | $397,402 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 31,004 | $390,030 | New position | 2025-12-31 | |
| IBEX WEALTH ADVISORS | 30,039 | $377,890 | New position | 2025-12-31 | |
| Kovack Advisors, Inc. | 45,506 | $369,342 | New position | 2025-12-31 | |
| Ashton Thomas Private Wealth, LLC | 28,400 | $357,272 | New position | 2025-12-31 | |
| Renasant Bank | 28,300 | $356,014 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 28,105 | $353,564 | New position | 2025-12-31 | |
| D.A. DAVIDSON & CO. | 27,799 | $349,720 | New position | 2025-12-31 | |
| J.W. COLE ADVISORS, INC. | 27,745 | $349,033 | New position | 2025-12-31 | |
| Sightline Wealth Advisors, LLC | 27,150 | $341,548 | New position | 2025-12-31 | |
| Chicago Partners Investment Group LLC | 27,715 | $338,125 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 26,585 | $334,437 | New position | 2025-12-31 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 25,965 | $326,639 | New position | 2025-12-31 | |
| Aviance Capital Partners, LLC | 25,878 | $325,544 | New position | 2025-12-31 | |
| Focus Partners Wealth | 25,495 | $320,728 | New position | 2025-12-31 | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 23,912 | $300,807 | New position | 2025-12-31 | |
| Ranch Capital Advisors Inc. | 23,856 | $300,110 | New position | 2025-12-31 | |
| COMERICA BANK | 23,813 | $299,573 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 23,810 | $299,530 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 23,467 | $295,215 | New position | 2025-12-31 | |
| Burford Brothers, Inc. | 22,850 | $287,453 | New position | 2025-12-31 | |
| MAI Capital Management | 22,674 | $285,236 | New position | 2025-12-31 | |
| Mountain Hill Investment Partners Corp. | 22,638 | $284,786 | New position | 2025-12-31 | |
| Presper Financial Architects, LLC | 22,126 | $278,345 | New position | 2025-12-31 | |
| Cerity Partners LLC | 21,289 | $267,816 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 19,991 | $251,487 | New position | 2025-12-31 | |
| Regal Investment Advisors LLC | 19,617 | $246,776 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 18,222 | $229,233 | New position | 2025-12-31 | |
| Waverly Advisors, LLC | 18,215 | $229,145 | New position | 2025-12-31 | |
| Wealth Dimensions Group, Ltd. | 17,900 | $225,182 | New position | 2025-12-31 | |
| EQ WEALTH ADVISORS, LLC | 17,697 | $222,628 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 17,243 | $216,917 | New position | 2025-12-31 | |
| Meadow Creek Wealth Advisors LLC | 16,589 | $208,690 | New position | 2025-12-31 | |
| VIRTUE ASSET MANAGEMENT LLC | 16,512 | $207,721 | New position | 2025-12-31 | |
| Moors & Cabot, Inc. | 16,383 | $206,102 | New position | 2025-12-31 | |
| VISTA INVESTMENT MANAGEMENT | 16,067 | $202,123 | New position | 2025-12-31 | |
| ProVise Management Group, LLC | 15,922 | $200,299 | New position | 2025-12-31 | |
| Camelot Portfolios, LLC | 15,400 | $193,733 | New position | 2025-12-31 | |
| Family Manage LLC | 14,889 | $187,304 | New position | 2025-12-31 | |
| MGO ONE SEVEN LLC | 14,815 | $186,370 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 13,262 | $166,837 | New position | 2025-12-31 | |
| Marex Group plc | 13,200 | $166,056 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 13,108 | $164,898 | New position | 2025-12-31 | |
| Powell Investment Advisors, LLC | 13,096 | $164,742 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 13,072 | $164,448 | New position | 2025-12-31 | |
| SFMG, LLC | 12,680 | $159,514 | New position | 2025-12-31 | |
| NOVEM GROUP | 12,500 | $157,250 | New position | 2025-12-31 | |
| Glen Eagle Advisors, LLC | 12,059 | $151,702 | New position | 2025-12-31 | |
| Concurrent Investment Advisors, LLC | 11,667 | $146,769 | New position | 2025-12-31 | |
| COMMERCE BANK | 11,580 | $145,676 | New position | 2025-12-31 | |
| Edge Financial Advisors LLC | 11,296 | $142,102 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 11,279 | $141,890 | New position | 2025-12-31 | |
| PCM Encore, LLC | 11,220 | $141,148 | New position | 2025-12-31 | |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 11,000 | $140,470 | New position | 2025-12-31 | |
| Commonwealth Financial Services, LLC | 11,164 | $140,443 | New position | 2025-12-31 | |
| Busey Bank | 11,118 | $139,865 | New position | 2025-12-31 | |
| WESBANCO BANK INC | 11,100 | $139,639 | New position | 2025-12-31 | |
| TIAA TRUST, NATIONAL ASSOCIATION | 11,030 | $138,757 | New position | 2025-12-31 | |
| Beacon Pointe Advisors, LLC | 10,550 | $132,723 | New position | 2025-12-31 | |
| Kingsview Wealth Management, LLC | 10,508 | $132,191 | New position | 2025-12-31 | |
| B. Riley Wealth Advisors, Inc. | 10,165 | $127,875 | New position | 2025-12-31 | |
| Wilmington Savings Fund Society, FSB | 10,000 | $125,800 | New position | 2025-12-31 | |
| Arax Advisory Partners | 9,463 | $119,044 | New position | 2025-12-31 | |
| ISLAY CAPITAL MANAGEMENT, LLC | 8,000 | $100,640 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 5,256 | $66,120 | New position | 2025-12-31 | |
| FIFTH THIRD BANCORP | 4,241 | $53,352 | New position | 2025-12-31 | |
| Investors Portfolio Services LLC | 3,463 | $43,567 | New position | 2025-12-31 | |
| Cornerstone Planning Group LLC | 3,445 | $42,684 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 3,300 | $41,514 | New position | 2025-12-31 | |
| NBC SECURITIES, INC. | 2,730 | $34,353 | New position | 2025-12-31 | |
| Towne Trust Company, N.A | 2,702 | $33,992 | New position | 2025-12-31 | |
| Garton & Associates Financial Advisors LLC | 2,680 | $33,714 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 2,660 | $33,463 | Unchanged | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 2,644 | $33,262 | New position | 2025-12-31 | |
| CHILTON CAPITAL MANAGEMENT LLC | 2,633 | $33,124 | New position | 2025-12-31 | |
| HM PAYSON & CO | 2,517 | $31,664 | New position | 2025-12-31 | |
| Fourth Dimension Wealth, LLC | 2,134 | $26,845 | New position | 2025-12-31 | |
| Financial Management Professionals, Inc. | 2,044 | $25,709 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 1,648 | $20,732 | New position | 2025-12-31 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,578 | $19,855 | New position | 2025-12-31 | |
| Kohmann Bosshard Financial Services, LLC | 1,500 | $18,870 | New position | 2025-12-31 | |
| Mascoma Wealth Management LLC | 1,069 | $13,448 | New position | 2025-12-31 | |
| St. Johns Investment Management Company, LLC | 1,058 | $13,310 | New position | 2025-12-31 | |
| Truvestments Capital LLC | 1,000 | $12,580 | New position | 2025-12-31 | |
| VAN ECK ASSOCIATES CORP | 986,350 | $12,408 | New position | 2025-12-31 | |
| GHP Investment Advisors, Inc. | 917 | $11,536 | New position | 2025-12-31 | |
| MONTAG A & ASSOCIATES INC | 873 | $10,983 | New position | 2025-12-31 | |
| WPG Advisers, LLC | 734 | $9,234 | New position | 2025-12-31 | |
| DV EQUITIES, LLC | 700 | $8,806 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 693 | $8,718 | New position | 2025-12-31 | |
| Scarborough Advisors, LLC | 547 | $6,881 | Unchanged | 2025-12-31 | |
| GPS Wealth Strategies Group, LLC | 316 | $3,974 | New position | 2025-12-31 | |
| COHEN & STEERS, INC. | 305,295 | $3,841 | New position | 2025-12-31 | |
| MOTCO | 286 | $3,598 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 219,510 | $2,761 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 70,197 | $883 | New position | 2025-12-31 | |
| WEDBUSH SECURITIES INC | 69,380 | $873 | New position | 2025-12-31 | |
| SIT INVESTMENT ASSOCIATES INC | 38,400 | $483 | New position | 2025-12-31 | |
| M Holdings Securities, Inc. | 34,567 | $435 | New position | 2025-12-31 | |
| Arkos Global Advisors | 22,258 | $280 | New position | 2025-12-31 | |
| Virtu Financial LLC | 18,843 | $237 | New position | 2025-12-31 | |
| Arete Wealth Advisors, LLC | 16,381 | $206 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 11,001 | $139 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 5,643 | $71 | New position | 2025-12-31 | |
| CWM, LLC | 1,610 | $20 | New position | 2025-12-31 |