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Institutional Ownership · SEC Form 13F

Who owns NMAR (NMAR)


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

47
Institutional holders
3,022,094
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on NMAR is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 3 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

NMAR’s largest tracked holder by dollar value, Element Squared LLC, sizes it at 21.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 21.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NMAR 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 47 tracked filers holding NMAR, 35 increased or opened the position and 7 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 NMAR 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 6

  • Element Squared LLC$39M
  • Cornerstone Wealth, LLC/TN$6M
  • LPL Financial LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Cyndeo Wealth Partners, LLC$623K
  • JANE STREET GROUP, LLC$543K

Largest adds

  • MAI Capital Management$5M
  • Kestra Advisory Services, LLC$657K
  • COMMONWEALTH EQUITY SERVICES, LLC$630K
  • OSAIC HOLDINGS, INC.$383K
  • TRUIST FINANCIAL CORP$370K
  • ENVESTNET ASSET MANAGEMENT INC$368K

Largest trims

  • Arete Wealth Advisors, LLC$4M
  • Cresset Asset Management, LLC$4M
  • NewEdge Advisors, LLC$646K

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
Element Squared LLC added1,323,926$39M46.7%2026-Q1
Arete Wealth Advisors, LLC trimmed596,532$11M12.6%2026-Q1
Cornerstone Wealth, LLC/TN new181,340$6M6.8%2026-Q1
MAI Capital Management added160,075$5M5.6%2026-Q1
Cresset Asset Management, LLC trimmed102,735$3M3.6%2026-Q1
CORRADO ADVISORS, LLC added81,540$2M2.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added48,744$1M1.7%2026-Q1
Phoenix Financial Ltd. trimmed36,505$1M1.3%2026-Q1
LPL Financial LLC added34,900$1M1.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed34,592$1M1.2%2026-Q1
OSAIC HOLDINGS, INC. added31,475$925K1.1%2026-Q1
Kestra Advisory Services, LLC added30,842$906K1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added30,129$885K1.1%2026-Q1
TRUIST FINANCIAL CORP added29,249$859K1.0%2026-Q1
Cetera Investment Advisers added28,014$823K1.0%2026-Q1
TrustBank25,925$762K0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added25,142$739K0.9%2026-Q1
Cyndeo Wealth Partners, LLC new21,212$623K0.7%2026-Q1
JANE STREET GROUP, LLC trimmed18,487$543K0.7%2026-Q1
Stonebridge Financial Group, LLC15,783$464K0.6%2026-Q1
Merit Financial Group, LLC added14,432$424K0.5%2026-Q1
OLD MISSION CAPITAL LLC trimmed13,520$397K0.5%2026-Q1
Diligent Investors, LLC added12,300$361K0.4%2026-Q1
MML INVESTORS SERVICES, LLC new12,028$353K0.4%2026-Q1
Mutual Advisors, LLC10,314$303K0.4%2026-Q1
FSA Advisors, Inc. added8,868$261K0.3%2026-Q1
DHJJ Financial Advisors, Ltd. added8,098$238K0.3%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC new7,741$234K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. new7,786$229K0.3%2026-Q1
INTEGRITY ALLIANCE, LLC. new7,322$215K0.3%2026-Q1
AE Wealth Management LLC added7,198$211K0.3%2026-Q1
Beacon Pointe Advisors, LLC new7,171$211K0.3%2026-Q1
Tradition Wealth Management, LLC new7,104$209K0.3%2026-Q1
Keating Financial Advisory Services, Inc. added5,660$166K0.2%2026-Q1
IFP Advisors, Inc trimmed4,479$132K0.2%2026-Q1
UBS Group AG added2,255$66K0.1%2026-Q1
Anfield Capital Management, LLC new1,854$54K0.1%2026-Q1
AdvisorNet Financial, Inc trimmed998$29K0.0%2026-Q1
TopTier Wealth Management, LLC new963$28K0.0%2026-Q1
NewEdge Advisors, LLC added22,875$23K0.0%2026-Q1
Arax Advisory Partners new666$20K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV new600$18K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.362$11K0.0%2026-Q1
AMERIFLEX GROUP, INC. new166$5K0.0%2026-Q1
Sunbelt Securities, Inc.80$2K0.0%2026-Q1
ASSETMARK, INC57$2K0.0%2026-Q1
Capital Investment Advisory Services, LLC new50$1K0.0%2026-Q1
Atria Wealth Solutions, Inc.23,372$646K0.8%2025-Q2 stale
Sigma Planning Corp new18,669$473K0.6%2025-Q1 stale
CITADEL ADVISORS LLC new14,787$374K0.4%2025-Q1 stale
Heritage Wealth Partners, LLC new10,625$269K0.3%2025-Q1 stale
Farther Finance Advisors, LLC1,400$41K0.0%2025-Q4 stale
JPMORGAN CHASE & CO new247$6K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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