Who owns NMZ
Which tracked institutional funds hold NMZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NMZ 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.
How the tape is positioned
15 tracked funds added or opened NMZ while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
NMZ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NMZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NMZ 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 136 tracked filers holding NMZ, 81 increased or opened the position and 38 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 NMZ 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 4
- ROBINSON CAPITAL MANAGEMENT, LLC$3M
- Cerity Partners LLC$1M
- TCP Asset Management, LLC$870K
- YHB Investment Advisors, Inc.$551K
Full exits 4
- Running Point Capital Advisors, LLC$1M
- J.W. COLE ADVISORS, INC.$815K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$663K
- READYSTATE ASSET MANAGEMENT LP$596K
Largest adds
- Hennion & Walsh Asset Management, Inc.$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- GUGGENHEIM CAPITAL LLC$3M
- Advisors Asset Management, Inc.$1M
- MORGAN STANLEY$944K
- VAN ECK ASSOCIATES CORP$852K
Largest trims
- JANE STREET GROUP, LLC$2M
- Gridiron Partners, LLC$1M
- UBS Group AG$771K
- NewEdge Advisors, LLC$419K
- SMITH, MOORE & CO.$356K
- Arax Advisory Partners$277K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,665,732 | $28M | 12.6% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 2,043,438 | $21M | 9.7% | 2026-Q1 |
| UBS Group AG trimmed | 1,919,703 | $20M | 9.1% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 1,639,102 | $17M | 7.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,119,962 | $12M | 5.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 878,670 | $9M | 4.2% | 2026-Q1 |
| LPL Financial LLC added | 764,071 | $8M | 3.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 674,284 | $7M | 3.2% | 2026-Q1 |
| Melone Private Wealth, LLC added | 672,622 | $7M | 3.2% | 2026-Q1 |
| Cetera Investment Advisers added | 397,625 | $4M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 389,199 | $4M | 1.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 340,621 | $4M | 1.6% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 332,674 | $3M | 1.5% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 319,835 | $3M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 277,517 | $3M | 1.3% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 262,394 | $3M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 260,916 | $3M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 221,890 | $2M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 220,069 | $2M | 1.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 186,486 | $2M | 0.9% | 2026-Q1 |
| Platform Technology Partners added | 173,235 | $2M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 171,598 | $2M | 0.8% | 2026-Q1 |
| Mariner, LLC added | 159,675 | $2M | 0.8% | 2026-Q1 |
| AE Wealth Management LLC added | 158,856 | $2M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 157,561 | $2M | 0.7% | 2026-Q1 |
| High Net Worth Advisory Group LLC trimmed | 140,264 | $1M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 138,994 | $1M | 0.7% | 2026-Q1 |
| Palogic Value Management, L.P. added | 133,250 | $1M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 131,227 | $1M | 0.6% | 2026-Q1 |
| PFG Investments, LLC added | 127,716 | $1M | 0.6% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 125,194 | $1M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 118,083 | $1M | 0.6% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 111,427 | $1M | 0.5% | 2026-Q1 |
| MFA Wealth Services added | 109,546 | $1M | 0.5% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 101,823 | $1M | 0.5% | 2026-Q1 |
| &PARTNERS added | 93,425 | $970K | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 91,111 | $946K | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 84,715 | $880K | 0.4% | 2026-Q1 |
| TCP Asset Management, LLC new | 83,795 | $870K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 81,949 | $851K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 81,601 | $847K | 0.4% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 72,853 | $756K | 0.3% | 2026-Q1 |
| WESPAC Advisors, LLC | 72,603 | $754K | 0.3% | 2026-Q1 |
| Worthington Financial Partners, LLC added | 70,251 | $729K | 0.3% | 2026-Q1 |
| Venture Visionary Partners LLC added | 70,191 | $729K | 0.3% | 2026-Q1 |
| EQ WEALTH ADVISORS, LLC added | 65,886 | $684K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 54,264 | $563K | 0.3% | 2026-Q1 |
| YHB Investment Advisors, Inc. new | 53,055 | $551K | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 49,330 | $512K | 0.2% | 2026-Q1 |
| Core Wealth Partners LLC added | 44,563 | $463K | 0.2% | 2026-Q1 |
| Traynor Capital Management, Inc. trimmed | 45,081 | $451K | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 42,799 | $444K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 41,206 | $428K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 41,081 | $426K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 41,018 | $426K | 0.2% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,418 | $399K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 36,733 | $381K | 0.2% | 2026-Q1 |
| Focus Partners Wealth | 35,229 | $366K | 0.2% | 2026-Q1 |
| IBEX WEALTH ADVISORS | 33,739 | $350K | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 33,664 | $349K | 0.2% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 33,474 | $347K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC | 30,489 | $316K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 28,860 | $300K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 27,464 | $285K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,737 | $278K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 26,487 | $275K | 0.1% | 2026-Q1 |
| Plan Group Financial, LLC | 25,114 | $261K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 23,089 | $240K | 0.1% | 2026-Q1 |
| DUNCKER STREETT & CO INC | 22,900 | $238K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 22,698 | $236K | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC added | 22,590 | $234K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 20,584 | $214K | 0.1% | 2026-Q1 |
| Creative Planning added | 20,481 | $213K | 0.1% | 2026-Q1 |
| FF Advisors,LLC trimmed | 20,119 | $207K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 19,802 | $206K | 0.1% | 2026-Q1 |
| Atria Wealth Solutions, Inc. trimmed | 339,811 | $4M | 1.7% | 2025-Q1 stale |
| PARK AVENUE SECURITIES LLC trimmed | 178,752 | $2M | 0.9% | 2025-Q1 stale |
| Running Point Capital Advisors, LLC trimmed | 116,659 | $1M | 0.5% | 2025-Q4 stale |
| REGATTA CAPITAL GROUP, LLC | 109,768 | $1M | 0.5% | 2025-Q3 stale |
| STEPHENS INC /AR/ | 97,145 | $1M | 0.5% | 2025-Q2 stale |
| Wealthspire Advisors, LLC | 79,500 | $824K | 0.4% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 80,007 | $815K | 0.4% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 65,058 | $663K | 0.3% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 58,460 | $596K | 0.3% | 2025-Q4 stale |
| Summit X, LLC trimmed | 55,195 | $572K | 0.3% | 2025-Q2 stale |
| INSIGNEO ADVISORY SERVICES, LLC added | 51,800 | $537K | 0.2% | 2025-Q2 stale |
| Transce3nd, LLC added | 46,234 | $479K | 0.2% | 2025-Q2 stale |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 37,565 | $410K | 0.2% | 2025-Q1 stale |
| Invesco Ltd. trimmed | 36,732 | $389K | 0.2% | 2025-Q3 stale |
| Williams Jones Wealth Management, LLC. new | 34,963 | $370K | 0.2% | 2025-Q3 stale |
| StoneX Group Inc. added | 34,622 | $353K | 0.2% | 2025-Q4 stale |
| Advisor Resource Council trimmed | 27,025 | $295K | 0.1% | 2025-Q1 stale |
| Marex Group plc added | 27,100 | $276K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP trimmed | 23,541 | $257K | 0.1% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 23,829 | $247K | 0.1% | 2025-Q2 stale |
| Fisher Asset Management, LLC added | 23,495 | $244K | 0.1% | 2025-Q2 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 23,586 | $240K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 21,189 | $216K | 0.1% | 2025-Q4 stale |
| Sage Private Wealth Group, LLC | 18,986 | $207K | 0.1% | 2025-Q1 stale |
| EWG Elevate Inc. | 17,825 | $189K | 0.1% | 2025-Q3 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.