Institutional Holders (2026 Q1)
31 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NYM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Chemistry Wealth Management LLC | 0.74% | 168,102 | $4.2M |
| 2 | Relyea Zuckerberg Hanson LLC | 0.41% | 162,010 | $4.0M |
| 3 | Opal Wealth Advisors, LLC | 0.05% | 9,631 | $240K |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.01% | 6,681 | $167K |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 18,880 | $471K |
| 6 | Envestnet Portfolio Solutions, Inc. | 0.00% | 9,303 | $232K |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 20,774 | $518K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|