AI Holders Summary · Q1 2026

172 institutions reported NMZ in Q1 2026. MORGAN STANLEY leads at 15.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$28M2.7M0.00%Q1 2026 02

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$23M2.2M0.67%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$21M2.0M0.16%Q1 2026 04

UBS Group AG

CIK 0001610520

$20M1.9M0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$12M1.1M0.00%Q1 2026 06

J.W. COLE ADVISORS, INC.

CIK 0001404763

$11M1.0M0.19%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$9M879K0.00%Q1 2026 08

Melone Private Wealth, LLC

CIK 0001905765

$9M846K3.41%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$8M764K0.00%Q1 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$7M674K0.01%Q1 2026 11

Cetera Investment Advisers

CIK 0001666741

$4M398K0.00%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M389K0.00%Q1 2026 13

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$4M341K0.00%Q1 2026 14

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$3M333K1.42%Q1 2026 15

Gridiron Partners, LLC

CIK 0001910867

$3M320K2.03%Q1 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$3M278K0.00%Q1 2026 17

Advisors Asset Management, Inc.

CIK 0001297376

$3M262K0.05%Q1 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$3M261K0.00%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M222K0.00%Q1 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M220K0.00%Q1 2026

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