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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
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 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their NMZ positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,168,046 | $33M | 10.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 2,376,749 | $25M | 8.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,359,288 | $25M | 8.0% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 2,217,036 | $23M | 7.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,930,236 | $20M | 6.5% | 2026-Q2 |
| UBS Group AG trimmed | 1,531,663 | $16M | 5.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,112,841 | $12M | 3.8% | 2026-Q2 |
| LPL Financial LLC added | 1,080,405 | $11M | 3.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,056,439 | $11M | 3.6% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 1,049,891 | $11M | 3.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 1,023,649 | $11M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,002,529 | $11M | 3.4% | 2026-Q2 |
| Melone Private Wealth, LLC added | 846,287 | $9M | 2.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 592,054 | $6M | 2.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 516,095 | $5M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 450,516 | $5M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 446,955 | $5M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 311,793 | $3M | 1.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 271,945 | $3M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 217,064 | $2M | 0.7% | 2026-Q2 |
| Platform Technology Partners added | 193,277 | $2M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 189,986 | $2M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 187,628 | $2M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 172,917 | $2M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. new | 170,091 | $2M | 0.6% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 168,093 | $2M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 165,408 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 151,024 | $2M | 0.5% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 148,159 | $2M | 0.5% | 2026-Q2 |
| PFG Investments, LLC added | 141,199 | $1M | 0.5% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 139,381 | $1M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 136,648 | $1M | 0.5% | 2026-Q2 |
| High Net Worth Advisory Group LLC trimmed | 136,345 | $1M | 0.5% | 2026-Q2 |
| Palogic Value Management, L.P. added | 135,750 | $1M | 0.5% | 2026-Q2 |
| BCS Private Wealth Management, Inc. new | 134,954 | $1M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 124,142 | $1M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 117,347 | $1M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 116,078 | $1M | 0.4% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 115,718 | $1M | 0.4% | 2026-Q2 |
| Breakwater Capital Group new | 110,775 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 110,215 | $1M | 0.4% | 2026-Q2 |
| Gridiron Partners, LLC trimmed | 101,622 | $1M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 97,723 | $1M | 0.3% | 2026-Q2 |
| &PARTNERS added | 97,221 | $1M | 0.3% | 2026-Q2 |
| MFA Wealth Services trimmed | 95,615 | $1M | 0.3% | 2026-Q2 |
| Venture Visionary Partners LLC added | 92,581 | $979K | 0.3% | 2026-Q2 |
| North Ground Capital new | 89,600 | $947K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 88,855 | $940K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 85,443 | $903K | 0.3% | 2026-Q2 |
| YHB Investment Advisors, Inc. added | 82,213 | $869K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 80,144 | $847K | 0.3% | 2026-Q2 |
| Thompson David Blair trimmed | 79,703 | $842K | 0.3% | 2026-Q2 |
| TCP Asset Management, LLC trimmed | 77,231 | $816K | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 76,640 | $810K | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 73,760 | $780K | 0.2% | 2026-Q2 |
| WESPAC Advisors, LLC | 72,603 | $767K | 0.2% | 2026-Q2 |
| Worthington Financial Partners, LLC added | 70,330 | $743K | 0.2% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 70,022 | $740K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 69,119 | $731K | 0.2% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 67,263 | $711K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 62,179 | $657K | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. added | 59,977 | $634K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 58,059 | $614K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 53,135 | $562K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC new | 52,207 | $555K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 51,878 | $548K | 0.2% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 45,229 | $478K | 0.2% | 2026-Q2 |
| Core Wealth Partners LLC added | 44,599 | $471K | 0.2% | 2026-Q2 |
| Secure Asset Management, LLC added | 42,190 | $446K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. added | 41,574 | $439K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 41,492 | $439K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 41,081 | $434K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 39,327 | $416K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 39,244 | $415K | 0.1% | 2026-Q2 |
| AmeriServ Wealth Advisors new | 39,137 | $414K | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,418 | $406K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC new | 37,898 | $401K | 0.1% | 2026-Q2 |
| Everstar Asset Management, LLC added | 37,529 | $397K | 0.1% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 37,521 | $397K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 34,487 | $365K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 33,752 | $357K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 33,022 | $349K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. new | 32,452 | $343K | 0.1% | 2026-Q2 |
| RMR Wealth Builders new | 31,182 | $332K | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC new | 31,123 | $329K | 0.1% | 2026-Q2 |
| NCM Capital Management, LLC new | 30,451 | $322K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 30,374 | $321K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC new | 30,271 | $320K | 0.1% | 2026-Q2 |
| Kercheville Advisors, LLC added | 29,364 | $310K | 0.1% | 2026-Q2 |
| Creative Planning added | 29,062 | $307K | 0.1% | 2026-Q2 |
| Alpine Global Management, LLC new | 28,980 | $306K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 28,620 | $303K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC new | 28,583 | $294K | 0.1% | 2026-Q2 |
| Johnson & White Wealth Management, LLC new | 26,941 | $285K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC new | 26,937 | $285K | 0.1% | 2026-Q2 |
| Highland Investment Advisors LLC new | 26,336 | $278K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 26,264 | $279K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC new | 26,213 | $277K | 0.1% | 2026-Q2 |
| Chancellor Financial Group WB LP new | 26,126 | $276K | 0.1% | 2026-Q2 |
| OMNI 360 Wealth, Inc. new | 25,893 | $274K | 0.1% | 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.
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.