NMAI — Institutional owners (13F)

80 filers · $68.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $12,233,403 863,331 17.80% Shares
UBS Group AG $9,789,784 690,881 14.24% Shares
Pathstone Holdings, LLC $7,125,583 502,864 10.37% Shares
LPL Financial LLC $6,399,413 451,617 9.31% Shares
STIFEL FINANCIAL CORP $3,240,223 228,667 4.71% Shares
Navis Wealth Advisors, LLC $3,018,748 213,038 4.39% Shares
ROYAL BANK OF CANADA $2,634,000 185,846 3.83% Shares
D.A. DAVIDSON & CO. $2,050,926 144,737 2.98% Shares
Cetera Investment Advisers $1,656,620 116,910 2.41% Shares
FIRST TRUST ADVISORS LP $1,649,806 116,430 2.40% Shares
BANK OF AMERICA CORP /DE/ $1,288,151 90,907 1.87% Shares
RAYMOND JAMES FINANCIAL INC $1,219,139 86,036 1.77% Shares
OSAIC HOLDINGS, INC. $1,183,479 83,518 1.72% Shares
Closed-End Fund Advisors, Inc. $911,994 64,361 1.33% Shares
Calamos Advisors LLC $879,263 62,051 1.28% Shares
Advisors Asset Management, Inc. $835,694 64,087 1.22% Shares
Rockefeller Capital Management L.P. $832,587 58,757 1.21% Shares
EVOLVE PRIVATE WEALTH, LLC $775,148 54,259 1.13% Shares
JPMORGAN CHASE & CO $742,574 53,041 1.08% Shares
PMG Family Office LLC $674,893 47,242 0.98% Shares
NWF Advisory Services Inc. $643,476 45,411 0.94% Shares
HUB Investment Partners, LLC $631,160 44,542 0.92% Shares
Advisory Services Network, LLC $629,020 44,391 0.92% Shares
NewEdge Advisors, LLC $521,663 36,814 0.76% Shares
MILLENNIUM MANAGEMENT LLC $460,851 32,523 0.67% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $439,284 31,001 0.64% Shares
Gladstone Institutional Advisory LLC $425,100 30,000 0.62% Shares
COMMONWEALTH EQUITY SERVICES, LLC $422,060 29,785 0.61% Shares
Invesco Ltd. $407,713 28,773 0.59% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $389,380 27,479 0.57% Shares
MELFA WEALTH MANAGEMENT, INC. $386,912 27,305 0.56% Shares
HighTower Advisors, LLC $365,983 25,828 0.53% Shares
Fortitude Advisory Group L.L.C. $363,574 25,658 0.53% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $350,782 24,984 0.51% Shares
XTX Topco Ltd $277,194 19,562 0.40% Shares
Private Advisor Group, LLC $271,194 19,139 0.39% Shares
MML INVESTORS SERVICES, LLC $243,214 17,164 0.35% Shares
READYSTATE ASSET MANAGEMENT LP $240,734 16,989 0.35% Shares
Kestra Advisory Services, LLC $234,627 16,558 0.34% Shares
Koshinski Asset Management, Inc. $229,682 16,209 0.33% Shares
Kovack Advisors, Inc. $179,269 12,755 0.26% Shares
Merit Financial Group, LLC $160,652 11,338 0.23% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $160,319 11,314 0.23% Shares
Integrated Wealth Concepts LLC $155,872 11,000 0.23% Shares
ENVESTNET ASSET MANAGEMENT INC $149,003 10,515 0.22% Shares
Advisor OS, LLC $147,212 10,389 0.21% Shares
Capital Market Strategies LLC $145,775 11,542 0.21% Shares
Lindbrook Capital, LLC $97,542 8,115 0.14% Shares
Allworth Financial LP $63,914 4,510 0.09% Shares
Towne Trust Company, N.A $58,097 4,100 0.08% Shares
Atlantic Union Bankshares Corp $43,233 3,051 0.06% Shares
COMERICA BANK $42,892 3,289 0.06% Shares
Steward Partners Investment Advisory, LLC $38,032 2,684 0.06% Shares
Cassaday & Co Wealth Management LLC $35,482 2,504 0.05% Shares
WELLS FARGO & COMPANY/MN $27,872 1,967 0.04% Shares
Farther Finance Advisors, LLC $19,951 1,408 0.03% Shares
Keating Financial Advisory Services, Inc. $18,378 1,297 0.03% Shares
Axiom Investment Management LLC $17,255 1,218 0.03% Shares
Thomas J. Herzfeld Advisors, Inc. $14,354 1,013 0.02% Shares
HARBOUR INVESTMENTS, INC. $14,170 1,000 0.02% Shares
Global Retirement Partners, LLC $10,826 764 0.02% Shares
N.E.W. Advisory Services LLC $10,316 728 0.02% Shares
Penserra Capital Management LLC $7,959 561,723 0.01% Shares
ORG Partners LLC $7,406 568 0.01% Shares
CoreCap Advisors, LLC $6,447 455 0.01% Shares
CWM, LLC $6,200 500 0.01% Shares
DELTA ASSET MANAGEMENT LLC/TN $5,668 400 0.01% Shares
Geneos Wealth Management Inc. $5,399 381 0.01% Shares
Measured Wealth Private Client Group, LLC $5,158 364 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $3,146 222 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,522 178 0.00% Shares
WPG Advisers, LLC $1,984 140 0.00% Shares
SIGNATUREFD, LLC $1,729 122 0.00% Shares
Cambridge Investment Research Advisors, Inc. $826 58,270 0.00% Shares
BlackRock, Inc. $822 58 0.00% Shares
Janney Montgomery Scott LLC $613 43,283 0.00% Shares
Virtu Financial LLC $347 24,457 0.00% Shares
FIFTH THIRD BANCORP $312 22 0.00% Shares
CITIGROUP INC $28 2 0.00% Shares
FNY Investment Advisers, LLC $14 1,000 0.00% Shares