Institutional Holders (2026 Q1)
34 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NMI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Fortitude Advisory Group L.L.C. | 0.13% | 26,920 | $281K |
| 2 | URS Advisory LLC | 0.08% | 10,264 | $107K |
| 3 | WESPAC Advisors, LLC | 0.06% | 10,000 | $104K |
| 4 | World Investment Advisors | 0.05% | 276,683 | $2.9M |
| 5 | Astoria Portfolio Advisors LLC. | 0.03% | 11,738 | $121K |
| 6 | Hennion & Walsh Asset Management, Inc. | 0.02% | 70,946 | $741K |
| 7 | Apollon Financial, LLC | 0.02% | 15,600 | $163K |
| 8 | Guggenheim Capital LLC | 0.02% | 218,752 | $2.3M |
| 9 | Jacobi Capital Management LLC | 0.02% | 26,201 | $274K |
| 10 | Private Trust Co NA | 0.01% | 10,000 | $104K |
| 11 | Avior Wealth Management, LLC | 0.01% | 20,370 | $213K |
| 12 | OneDigital Investment Advisors LLC | 0.00% | 36,763 | $384K |
| 13 | Jones Financial Companies Lllp | 0.00% | 638,558 | $6.3M |
| 14 | Harbor Investment Advisory, LLC | 0.00% | 2,975 | $31K |
| 15 | Osaic Holdings, INC. | 0.00% | 43,884 | $458K |
| 16 | &Partners | 0.00% | 12,775 | $134K |
| 17 | Cetera Investment Advisers | 0.00% | 42,958 | $449K |
| 18 | Kestra Advisory Services, LLC | 0.00% | 12,024 | $126K |
| 19 | Truist Financial Corp | 0.00% | 27,009 | $282K |
| 20 | Commonwealth Equity Services, LLC | 0.00% | 24,469 | $256K |
| 21 | LPL Financial LLC | 0.00% | 88,897 | $929K |
| 22 | Steward Partners Investment Advisory, LLC | 0.00% | 3,750 | $39K |
| 23 | Envestnet Asset Management Inc | 0.00% | 34,382 | $359K |
| 24 | Westfuller Advisors, LLC | 0.00% | 19 | — |
| 25 | UBS Group AG | 0.00% | 44,655 | $467K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|