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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

128
Institutional holders
7M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on NANR is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 28 trimmed or exited — on balance reducing.

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 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 128 tracked filers holding NANR, 66 increased or opened the position and 54 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 2026-Q1 and 2026-Q2 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 5

  • GOLDMAN SACHS GROUP INC$6M
  • Coppell Advisory Solutions LLC$3M
  • TWO SIGMA INVESTMENTS, LP$2M
  • Virtue Capital Management, LLC$876K
  • INDEPENDENT FINANCIAL GROUP, LLC$820K

Full exits 9

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
  • FLOW TRADERS U.S. LLC$6M
  • CWM, LLC$6M
  • HighTower Advisors, LLC$5M
  • CITADEL ADVISORS LLC$2M
  • U.S. Capital Wealth Advisors, LLC$2M

Largest adds

  • MML INVESTORS SERVICES, LLC$1M
  • Certified Advisory Corp$383K
  • Private Advisory Group LLC$334K
  • OSAIC HOLDINGS, INC.$300K

Largest trims

  • Financial Engines Advisors L.L.C.$37M
  • Steward Partners Investment Advisory, LLC$9M
  • MORGAN STANLEY$8M
  • LPL Financial LLC$4M
  • CAPITAL WEALTH MANAGEMENT, LLC$3M
  • Mariner, LLC$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Financial Engines Advisors L.L.C. trimmed4,222,651$319M57.0%2026-Q2
CAPITAL WEALTH MANAGEMENT, LLC trimmed357,181$27M4.8%2026-Q2
LPL Financial LLC trimmed319,736$24M4.3%2026-Q2
MORGAN STANLEY trimmed217,495$16M2.9%2026-Q2
Baird Financial Group, Inc. added206,778$16M2.8%2026-Q2
Cornerstone Planning Group LLC added206,378$17M3.0%2026-Q2
FRANKLIN RESOURCES INC added173,125$13M2.3%2026-Q2
XML Financial, LLC added142,187$11M1.9%2026-Q2
BANK OF AMERICA CORP /DE/ added125,831$10M1.7%2026-Q2
SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed100,006$8M1.3%2026-Q2
CFS Investment Advisory Services, LLC trimmed94,701$7M1.3%2026-Q2
GOLDMAN SACHS GROUP INC new75,075$6M1.0%2026-Q2
Mariner, LLC trimmed74,553$6M1.0%2026-Q2
Fiduciary Alliance LLC added72,606$5M1.0%2026-Q2
Steward Partners Investment Advisory, LLC trimmed66,819$5M0.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed66,725$5M0.9%2026-Q2
Rothschild Wealth LLC trimmed57,720$4M0.8%2026-Q2
Hollow Brook Wealth Management LLC53,642$4M0.7%2026-Q2
Private Advisory Group LLC added50,415$4M0.7%2026-Q2
Brio Consultants, LLC added40,406$3M0.5%2026-Q2
STIFEL FINANCIAL CORP added38,740$3M0.5%2026-Q2
Cetera Investment Advisers added37,773$3M0.5%2026-Q2
Certified Advisory Corp added32,348$2M0.4%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed28,782$2M0.4%2026-Q2
Savvy Advisors, Inc. added26,809$2M0.4%2026-Q2
TWO SIGMA INVESTMENTS, LP new26,800$2M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added26,607$2M0.4%2026-Q2
MML INVESTORS SERVICES, LLC added26,426$2M0.4%2026-Q2
D.A. DAVIDSON & CO. added24,676$2M0.3%2026-Q2
Stratos Wealth Partners, LTD. trimmed20,717$2M0.3%2026-Q2
Financial Freedom, LLC added20,479$2M0.3%2026-Q2
Norris Financial Group, LLC added19,032$1M0.3%2026-Q2
DEUTSCHE BANK AG\ trimmed16,298$1M0.2%2026-Q2
Aaron Wealth Advisors LLC16,142$1M0.2%2026-Q2
ARMSTRONG ADVISORY GROUP, INC added15,671$1M0.2%2026-Q2
KLCM Advisors, Inc.13,634$1M0.2%2026-Q2
Stratos Investment Management, LLC trimmed13,195$996K0.2%2026-Q2
OSAIC HOLDINGS, INC. added12,704$959K0.2%2026-Q2
Focus Financial Network, Inc. added12,621$953K0.2%2026-Q2
Per Stirling Capital Management, LLC. added12,413$937K0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added12,193$928K0.2%2026-Q2
Virtue Capital Management, LLC added11,605$876K0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC trimmed10,855$820K0.1%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added8,859$669K0.1%2026-Q2
Horizon Investments, LLC trimmed8,859$669K0.1%2026-Q2
UBS Group AG added7,939$599K0.1%2026-Q2
ROYAL BANK OF CANADA added7,047$532K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added6,695$505K0.1%2026-Q2
RFG Advisory, LLC trimmed6,362$480K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added6,044$456K0.1%2026-Q2
FMR LLC trimmed5,769$436K0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added4,759$359K0.1%2026-Q2
ASSETMARK, INC trimmed4,640$350K0.1%2026-Q2
Planning Strategies Inc. new4,394$332K0.1%2026-Q2
Ausdal Financial Partners, Inc. new4,233$320K0.1%2026-Q2
Focus Partners Wealth added4,202$317K0.1%2026-Q2
First Heartland Consultants, Inc. added3,965$299K0.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added3,945$298K0.1%2026-Q2
Atria Investments, Inc added3,908$295K0.1%2026-Q2
Ameritas Investment Partners, Inc. trimmed3,810$288K0.1%2026-Q2
Private Advisor Group, LLC trimmed3,754$283K0.1%2026-Q2
Arax Advisory Partners new3,738$282K0.1%2026-Q2
MGO ONE SEVEN LLC added3,644$275K0.0%2026-Q2
Tempus Wealth Planning, LLC trimmed3,527$266K0.0%2026-Q2
Cooper Financial Group added3,451$261K0.0%2026-Q2
Landmark Wealth Management, LLC added3,384$255K0.0%2026-Q2
XY Planning Network, Inc. added3,331$251K0.0%2026-Q2
Mezzasalma Advisors, LLC3,177$240K0.0%2026-Q2
RITHOLTZ WEALTH MANAGEMENT trimmed3,147$238K0.0%2026-Q2
Atlantic Union Bankshares Corp3,023$228K0.0%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed3,000$230K0.0%2026-Q2
J.W. COLE ADVISORS, INC. trimmed2,961$224K0.0%2026-Q2
Snowden Capital Advisors LLC new2,697$204K0.0%2026-Q2
JPMORGAN CHASE & CO added2,454$185K0.0%2026-Q2
PNC Financial Services Group, Inc.2,365$179K0.0%2026-Q2
BlackRock, Inc.2,186$165K0.0%2026-Q2
Triumph Capital Management trimmed2,048$155K0.0%2026-Q2
FIFTH THIRD BANCORP1,955$148K0.0%2026-Q2
MATHER GROUP, LLC.1,654$125K0.0%2026-Q2
Copia Wealth Management new1,550$117K0.0%2026-Q2
LANARK FINANCIAL, INC. added1,207$91K0.0%2026-Q2
Financial Life Planners added870$66K0.0%2026-Q2
Integrated Wealth Concepts LLC new767$58K0.0%2026-Q2
AE Wealth Management LLC added767$58K0.0%2026-Q2
JNBA Financial Advisors trimmed723$55K0.0%2026-Q2
Coppell Advisory Solutions LLC trimmed658$3M0.5%2026-Q2
WOLFF WIESE MAGANA LLC608$46K0.0%2026-Q2
Parallel Advisors, LLC566$43K0.0%2026-Q2
IFP Advisors, Inc554$42K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed456$34K0.0%2026-Q2
CoreCap Advisors, LLC451$34K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed328$25K0.0%2026-Q2
Rockefeller Capital Management L.P. trimmed310$23K0.0%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new309$23K0.0%2026-Q2
Ameritas Advisory Services, LLC trimmed296$22K0.0%2026-Q2
Capital Investment Advisory Services, LLC trimmed290$22K0.0%2026-Q2
Allworth Financial LP trimmed277$21K0.0%2026-Q2
BANK OF MONTREAL /CAN/ added270$20K0.0%2026-Q2
Geneos Wealth Management Inc. new250$19K0.0%2026-Q2
ST GERMAIN D J CO INC new240$18K0.0%2026-Q2

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