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Institutional Ownership · SEC Form 13F

Who owns NANR (NANR)


Which tracked institutional funds hold NANR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NANR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

127
Institutional holders
7,818,063
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on NANR is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 11 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NANR’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NANR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 127 tracked filers holding NANR, 57 increased or opened the position and 58 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NANR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 8

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
  • FLOW TRADERS U.S. LLC$6M
  • HighTower Advisors, LLC$5M
  • Private Advisory Group LLC$3M
  • Certified Advisory Corp$2M
  • U.S. Capital Wealth Advisors, LLC$2M

Full exits 3

  • Legacy Wealth Partners, LLC$1M
  • Balefire, LLC$874K
  • Algorithmic Investment Models, LLC$624K

Largest adds

  • LPL Financial LLC$8M
  • CAPITAL WEALTH MANAGEMENT, LLC$7M
  • MORGAN STANLEY$7M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
  • BANK OF AMERICA CORP /DE/$5M
  • Baird Financial Group, Inc.$3M

Largest trims

  • ASSETMARK, INC$29M
  • Financial Engines Advisors L.L.C.$17M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • JANE STREET GROUP, LLC$1M
  • Steward Partners Investment Advisory, LLC$704K
  • DEUTSCHE BANK AG\$669K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Financial Engines Advisors L.L.C. trimmed4,236,126$356M52.6%2026-Q1
CAPITAL WEALTH MANAGEMENT, LLC added357,891$30M4.4%2026-Q1
LPL Financial LLC added336,303$28M4.2%2026-Q1
MORGAN STANLEY added293,744$25M3.6%2026-Q1
Baird Financial Group, Inc. trimmed206,520$17M2.6%2026-Q1
Cornerstone Planning Group LLC added198,105$16M2.4%2026-Q1
FRANKLIN RESOURCES INC trimmed171,875$14M2.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed169,730$14M2.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added147,875$12M1.8%2026-Q1
XML Financial, LLC added126,838$11M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ added115,409$10M1.4%2026-Q1
SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed101,949$9M1.3%2026-Q1
CFS Investment Advisory Services, LLC trimmed95,205$8M1.2%2026-Q1
Mariner, LLC trimmed88,278$7M1.1%2026-Q1
FLOW TRADERS U.S. LLC added77,173$6M1.0%2026-Q1
CWM, LLC trimmed76,316$6M0.9%2026-Q1
Fiduciary Alliance LLC added70,858$6M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added69,038$6M0.9%2026-Q1
Rothschild Wealth LLC trimmed65,320$5M0.8%2026-Q1
HighTower Advisors, LLC new53,741$5M0.7%2026-Q1
Hollow Brook Wealth Management LLC53,642$5M0.7%2026-Q1
Private Advisory Group LLC new41,337$3M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed38,086$3M0.5%2026-Q1
Brio Consultants, LLC trimmed38,205$3M0.5%2026-Q1
Cetera Investment Advisers trimmed32,808$3M0.4%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added31,591$3M0.4%2026-Q1
CITADEL ADVISORS LLC added27,705$2M0.3%2026-Q1
Savvy Advisors, Inc. trimmed25,924$2M0.3%2026-Q1
Certified Advisory Corp added24,516$2M0.3%2026-Q1
U.S. Capital Wealth Advisors, LLC added24,213$2M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added22,342$2M0.3%2026-Q1
Stratos Wealth Partners, LTD. added20,899$2M0.3%2026-Q1
D.A. DAVIDSON & CO. added20,773$2M0.3%2026-Q1
Financial Freedom, LLC added19,397$2M0.2%2026-Q1
Norris Financial Group, LLC new17,367$1M0.2%2026-Q1
DEUTSCHE BANK AG\ trimmed16,955$1M0.2%2026-Q1
Horizon Investments, LLC added16,344$1M0.2%2026-Q1
Aaron Wealth Advisors LLC trimmed16,142$1M0.2%2026-Q1
Stratos Investment Management, LLC trimmed15,080$1M0.2%2026-Q1
ARMSTRONG ADVISORY GROUP, INC added14,191$1M0.2%2026-Q1
KLCM Advisors, Inc.13,634$1M0.2%2026-Q1
Per Stirling Capital Management, LLC. added11,921$1M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added11,826$985K0.1%2026-Q1
Focus Financial Network, Inc. added11,654$979K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed10,514$883K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed8,947$752K0.1%2026-Q1
Private Advisor Group, LLC added8,680$729K0.1%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC trimmed8,185$687K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed7,854$660K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed7,360$618K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed6,644$558K0.1%2026-Q1
RFG Advisory, LLC trimmed6,590$554K0.1%2026-Q1
MARSHALL WACE, LLP new6,300$529K0.1%2026-Q1
ROYAL BANK OF CANADA added6,080$510K0.1%2026-Q1
FMR LLC added6,009$505K0.1%2026-Q1
UBS Group AG added5,673$477K0.1%2026-Q1
ASSETMARK, INC trimmed5,074$426K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed4,974$418K0.1%2026-Q1
HRT FINANCIAL LP new4,281$359K0.1%2026-Q1
Tempus Wealth Planning, LLC added3,956$332K0.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed3,955$332K0.0%2026-Q1
Ameritas Investment Partners, Inc. trimmed3,823$321K0.0%2026-Q1
J.W. COLE ADVISORS, INC. added3,786$318K0.0%2026-Q1
Atria Investments, Inc trimmed3,473$292K0.0%2026-Q1
Cooper Financial Group new3,449$290K0.0%2026-Q1
First Heartland Consultants, Inc. trimmed3,473$282K0.0%2026-Q1
Landmark Wealth Management, LLC added3,303$277K0.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed3,294$277K0.0%2026-Q1
XY Planning Network, Inc. added3,278$275K0.0%2026-Q1
Mezzasalma Advisors, LLC3,177$267K0.0%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed3,152$265K0.0%2026-Q1
Atlantic Union Bankshares Corp3,023$254K0.0%2026-Q1
Triumph Capital Management trimmed2,908$244K0.0%2026-Q1
DiNuzzo Private Wealth, Inc.2,880$242K0.0%2026-Q1
MGO ONE SEVEN LLC trimmed2,703$227K0.0%2026-Q1
Focus Partners Wealth new2,062$219K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed2,440$205K0.0%2026-Q1
Wealthfront Advisers LLC new4,115$205K0.0%2026-Q1
Global View Capital Management LLC trimmed2,381$200K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.2,365$199K0.0%2026-Q1
CONSULTIVA WEALTH MANAGEMENT, CORP. added2,317$195K0.0%2026-Q1
BlackRock, Inc.2,186$184K0.0%2026-Q1
FIFTH THIRD BANCORP added1,955$164K0.0%2026-Q1
First Horizon Advisors, Inc. added98,580$6M0.8%2025-Q2 stale
Perritt Capital Management Inc trimmed66,822$4M0.6%2025-Q3 stale
Stratos Wealth Advisors, LLC trimmed34,140$2M0.3%2025-Q3 stale
Prime Capital Investment Advisors, LLC added34,792$2M0.3%2025-Q1 stale
Legacy Wealth Partners, LLC new21,920$1M0.2%2025-Q4 stale
GTS SECURITIES LLC added20,892$1M0.2%2025-Q1 stale
Csenge Advisory Group trimmed16,650$902K0.1%2025-Q2 stale
Balefire, LLC trimmed12,890$874K0.1%2025-Q4 stale
Algorithmic Investment Models, LLC trimmed9,202$624K0.1%2025-Q4 stale
Envestnet Portfolio Solutions, Inc. trimmed9,049$502K0.1%2025-Q1 stale
VestGen Investment Management added7,093$481K0.1%2025-Q4 stale
Virtu Financial LLC trimmed7,359$409K0.1%2025-Q1 stale
Ameritas Advisory Services, LLC added3,999$271K0.0%2025-Q4 stale
Virtue Capital Management, LLC trimmed3,880$268K0.0%2025-Q4 stale
Atria Wealth Solutions, Inc. added4,328$240K0.0%2025-Q1 stale
Sandy Spring Bank trimmed3,581$199K0.0%2025-Q1 stale
BESSEMER GROUP INC new2,300$156K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership