AI Holders Summary · Q2 2026

214 institutions reported NMZ in Q2 2026. MORGAN STANLEY leads at 14.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$33M3.2M0.00%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$25M2.4M0.16%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$25M2.4M0.00%Q2 2026 04

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$21M2.3M0.61%Q3 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$20M1.9M0.01%Q2 2026 06

UBS Group AG

CIK 0001610520

$16M1.5M0.00%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$12M1.1M0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$11M1.1M0.00%Q2 2026 09

VAN ECK ASSOCIATES CORP

CIK 0000869178

$11M1.1M0.01%Q2 2026 10

J.W. COLE ADVISORS, INC.

CIK 0001404763

$11M1.0M0.19%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$11M1.0M0.01%Q2 2026 12

Melone Private Wealth, LLC

CIK 0001905765

$9M976K3.43%Q3 2026 13

Rockefeller Capital Management L.P.

CIK 0001739439

$6M592K0.01%Q2 2026 14

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$5M516K0.00%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$5M451K0.00%Q2 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M447K0.01%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M312K0.00%Q2 2026 18

Palogic Value Management, L.P.

CIK 0001532943

$3M272K0.47%Q2 2026 19

HighTower Advisors, LLC

CIK 0001462245

$3M265K0.00%Q2 2026 20

Advisors Asset Management, Inc.

CIK 0001297376

$3M262K0.05%Q1 2026

Page 1 of 11

194 more holders available. Log in →