Who owns NIHI
Which tracked institutional funds hold NIHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NIHI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NIHI is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 0 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
NIHI’s largest tracked holder by dollar value, Cascade Wealth Advisors, Inc, sizes it at 3.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NIHI 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 23 tracked filers holding NIHI, 23 increased or opened the position and 1 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 NIHI 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 3
- Farther Finance Advisors, LLC$3M
- MML INVESTORS SERVICES, LLC$3M
- CITADEL ADVISORS LLC$1M
Largest adds
- JANE STREET GROUP, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Cascade Wealth Advisors, Inc$1M
- MADDEN SECURITIES Corp$779K
- NFSG Corp$256K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cascade Wealth Advisors, Inc added | 170,241 | $9M | 33.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 57,147 | $3M | 10.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 51,832 | $3M | 9.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,800 | $2M | 8.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 43,565 | $2M | 8.0% | 2026-Q1 |
| MADDEN SECURITIES Corp added | 43,389 | $2M | 8.0% | 2026-Q1 |
| PFG Advisors added | 30,165 | $1M | 5.5% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 23,553 | $1M | 4.3% | 2026-Q1 |
| BCS Wealth Management added | 19,072 | $930K | 3.5% | 2026-Q1 |
| CAP Partners, LLC new | 7,402 | $361K | 1.4% | 2026-Q1 |
| Occidental Asset Management, LLC new | 6,692 | $326K | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 6,404 | $312K | 1.2% | 2026-Q1 |
| Valmark Advisers, Inc. new | 6,100 | $297K | 1.1% | 2026-Q1 |
| NFSG Corp added | 5,952 | $290K | 1.1% | 2026-Q1 |
| Naviter Wealth, LLC new | 4,950 | $241K | 0.9% | 2026-Q1 |
| Belpointe Asset Management LLC new | 4,906 | $239K | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 4,822 | $235K | 0.9% | 2026-Q1 |
| IFP Advisors, Inc new | 1,097 | $53K | 0.2% | 2026-Q1 |
| Allworth Financial LP new | 800 | $39K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC new | 346 | $17K | 0.1% | 2026-Q1 |
| CWM, LLC new | 326 | $16K | 0.1% | 2026-Q1 |
| UBS Group AG new | 200 | $10K | 0.0% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC new | 200 | $10K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 582 | $30K | 0.1% | 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.
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.