NMAI

Institutional Ownership

Top 109 Institutional Holders
HolderSharesDateChange% Held
Pathstone Holdings, LLC1.06MMar 31, 26-162.96K3.17%
MORGAN STANLEY987.70KMar 31, 26+94.60K2.95%
UBS Group AG671.35KMar 31, 26-10.15K2.01%
Penserra Capital Management LLC540.29KMar 31, 26-446.69K1.62%
LPL Financial LLC423.92KMar 31, 26+30.79K1.27%
Heron Bay Capital Management287.76KMar 31, 26-120.86%
ROYAL BANK OF CANADA240.19KMar 31, 26+45.08K0.72%
Advisors Asset Management, Inc.235.04KMar 31, 26+170.95K0.70%
STIFEL FINANCIAL CORP217.08KMar 31, 26+15.93K0.65%
Cetera Investment Advisers138.81KMar 31, 26+41.57K0.42%
D.A. DAVIDSON & CO.131.23KMar 31, 26+7300.39%
FIRST TRUST ADVISORS LP112.82KMar 31, 26+5.71K0.34%
BANK OF AMERICA CORP /DE/87.16KMar 31, 26+17.41K0.26%
RAYMOND JAMES FINANCIAL INC83.91KMar 31, 26+4.26K0.25%
ADVISOR GROUP HOLDINGS, INC.79.84KMar 31, 26+14.25K0.24%
MILLENNIUM MANAGEMENT LLC58.81KMar 31, 26+37.40K0.18%
Rockefeller Capital Management L.P.58.76KMar 31, 26-5.35K0.18%
Calamos Advisors LLC57.91KMar 31, 26+6.89K0.17%
Cambridge Investment Research Advisors, Inc.54.23KMar 31, 26+3240.16%
JPMORGAN CHASE & CO51.88KMar 31, 26+2.65K0.16%
Hennion & Walsh Asset Management, Inc.50.44KMar 31, 26+21.96K0.15%
ENVESTNET ASSET MANAGEMENT INC44.45KMar 31, 26+44.45K0.13%
TCG Advisory Services, LLC43.95KMar 31, 26+43.95K0.13%
NWF Advisory Services Inc.43.56KMar 31, 26+3.20K0.13%
Shaker Financial Services, LLC42.23KMar 31, 26-109.18K0.13%
Private Advisor Group, LLC40.76KMar 31, 26+8.23K0.12%
NewEdge Advisors, LLC39.45KMar 31, 26+10.05K0.12%
Janney Montgomery Scott LLC39.41KMar 31, 26-7360.12%
Advisory Services Network, LLC38.77KMar 31, 26+20.78K0.12%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC31.50KMar 31, 26-6.28K0.09%
Gladstone Institutional Advisory LLC30.00KMar 31, 26--0.09%
COMMONWEALTH EQUITY SERVICES, LLC29.60KMar 31, 26+5.83K0.09%
Invesco Ltd.28.27KMar 31, 26+13.84K0.08%
SILVERLAKE WEALTH MANAGEMENT LLC27.48KMar 31, 26--0.08%
MELFA WEALTH MANAGEMENT, LLC27.30KMar 31, 26--0.08%
HRT FINANCIAL LP26.21KMar 31, 26+26.21K0.08%
WOLVERINE ASSET MANAGEMENT LLC25.90KMar 31, 26-156.71K0.08%
HighTower Advisors, LLC25.83KMar 31, 26--0.08%
Fortitude Advisory Group L.L.C.22.62KMar 31, 26--0.07%
Integrated Wealth Concepts LLC21.78KMar 31, 26+3.64K0.07%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20.47KMar 31, 26-380.06%
MML INVESTORS SERVICES, LLC17.16KMar 31, 26--0.05%
Kestra Advisory Services, LLC17.13KMar 31, 26+11.89K0.05%
Koshinski Asset Management, Inc.16.21KMar 31, 26--0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC13.60KMar 31, 26+13.60K0.04%
Merit Financial Group, LLC12.68KMar 31, 26-290.04%
JANE STREET GROUP, LLC11.84KMar 31, 26+1.56K0.04%
Waverly Advisors, LLC10.72KMar 31, 26+10.72K0.03%
Advisor OS, LLC10.39KMar 31, 26--0.03%
MAI Capital Management5.17KMar 31, 26+2.54K0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A4.10KMar 31, 26--0.01%
FIFTH THIRD BANCORP3.29KMar 31, 26+3.29K0.01%
Atlantic Union Bankshares Corp3.05KMar 31, 26--0.01%
Steward Partners Investment Advisory, LLC2.68KMar 31, 26+1690.01%
Cassaday & Co Wealth Management LLC2.50KMar 31, 26+2.50K0.01%
Sound Income Strategies, LLC1.91KMar 31, 26--0.01%
N.E.W. Advisory Services LLC1.64KMar 31, 26+9100.00%
Farther Finance Advisors, LLC1.41KMar 31, 26+4120.00%
Axiom Investment Management LLC1.22KMar 31, 26+1.22K0.00%
WELLS FARGO & COMPANY/MN1.09KMar 31, 26-2.19K0.00%
Allworth Financial LP1.05KMar 31, 26+80.00%
FNY Investment Advisers, LLC1.00KMar 31, 26+1.00K0.00%
Thomas J. Herzfeld Advisors, Inc.898Mar 31, 26-1980.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO800Mar 31, 26+6360.00%
Golden State Equity Partners568Mar 31, 26+5680.00%
Pinnacle Wealth Planning Services, Inc.535Mar 31, 26--0.00%
CWM, LLC500Mar 31, 26+5000.00%
DELTA ASSET MANAGEMENT LLC/TN400Mar 31, 26--0.00%
Geneos Wealth Management Inc.381Mar 31, 26--0.00%
Measured Wealth Private Client Group, LLC364Mar 31, 26--0.00%
POM Investment Strategies, LLC345Mar 31, 26+3450.00%
WPG Advisers, LLC235Mar 31, 26+80.00%
HARBOUR INVESTMENTS, INC.225Mar 31, 26+2250.00%
HIGHLINE WEALTH PARTNERS LLC225Mar 31, 26-30.00%
BlackRock, Inc.86Mar 31, 26+860.00%
SIGNATUREFD, LLC64Mar 31, 26--0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.51Mar 31, 26+510.00%
Root Financial Partners, LLC33Mar 31, 26+330.00%
CITIGROUP INC2Mar 31, 26--0.00%
SFG Wealth Management, LLC.--Mar 31, 26-29.15K--
READYSTATE ASSET MANAGEMENT LP--Mar 31, 26-56.17K--
XTX Topco Ltd--Mar 31, 26-13.41K--
PNC FINANCIAL SERVICES GROUP, INC.--Mar 31, 26-1.17K--
Saba Capital Management, L.P.--Mar 31, 26-75.28K--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC--Mar 31, 26-13.94K--
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-1.17K--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC--Mar 31, 26-13.25K--
ABSOLUTE INVESTMENT ADVISERS, LLC--Mar 31, 26-116.79K--
J.W. COLE ADVISORS, INC.--Mar 31, 26-10.06K--
COMERICA BANK3.29KDec 31, 25-1040.01%
Global Retirement Partners, LLC1.39KDec 31, 25+1.39K0.00%
ORG Partners LLC568Dec 31, 25--0.00%
SageView Advisory Group, LLC437Dec 31, 25+4370.00%
Capital Market Strategies LLC11.54KJun 30, 25+11.54K0.03%
Lindbrook Capital, LLC8.12KMar 31, 25+8.12K0.02%
RAYMOND JAMES & ASSOCIATES47.17KSep 30, 24-4.30K0.14%
Raymond James Financial Services Advisors, Inc.24.75KSep 30, 24-3860.07%
BENJAMIN F. EDWARDS & COMPANY, INC.343Jun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-818--
Cetera Advisor Networks LLC74.39KMar 31, 24+4.07K0.22%
Cetera Advisors LLC24.39KMar 31, 24+24.39K0.07%
CAMBRIDGE TRUST CO--Mar 31, 24-570--
Baystate Wealth Management LLC444Dec 31, 23+4440.00%
Johnson Midwest Financial, LLC113Sep 30, 23--0.00%
BDO Wealth Advisors, LLC--Jun 30, 23-834--
Hightower 6M Holding, LLC23.98KSep 30, 22+23.98K0.07%
American Portfolios Advisors12.35KSep 30, 22-2.03K0.04%
PARAMETRIC PORTFOLIO ASSOCIATES LLC262.73KMar 31, 22+115.54K0.79%
NEXT Financial Group, Inc613Dec 31, 21+6130.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.