DOSSIER · 13F Holders · Q3 2026

NEIGHBORHOOD INTELLIGENCE IN

9 institutions still hold NEIGHBORHOOD INTELLIGENCE IN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 690370127·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$273
visible holders
Holders
9
filers reporting
Concentration
42.49%
Physician Wealth Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported NEIGHBORHOOD INTELLIGENCE IN in Q3 2026. Physician Wealth Advisors, Inc. leads at 42.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Physician Wealth Advisors, Inc.
CIK 0001795173
$1162620.00%Q3 2026
02
Farther Finance Advisors, LLC
CIK 0001992825
$491110.00%Q3 2026
03
CoreCap Advisors, LLC
CIK 0001902501
$481090.00%Q3 2026
04
Fortitude Family Office, LLC
CIK 0001950506
$32730.00%Q3 2026
05
GAMMA Investing LLC
CIK 0002010235
$15330.00%Q3 2026
06
Root Financial Partners, LLC
CIK 0001977181
$7170.00%Q3 2026
07
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$360.00%Q3 2026
08
TD Waterhouse Canada Inc.
CIK 0001999606
$260.00%Q3 2026
09
Investors Research Corp
CIK 0001730630
$120.00%Q3 2026