NLR

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$106.14

-3.62 (-3.30%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding NLR · 2026-Q1 methodology → sources →

511 holders

% of shares outstanding held

—

Shares held (13F)

15,423,535

Reporting holders

511

Top holders

largest 100 of 511 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,271,4552.3M	$303M	—	ADD 21%
2	MORGAN STANLEY	1,258,4201.3M	$168M	—	ADD 11%
3	BANK OF AMERICA CORP /DE/	1,148,9951.1M	$153M	—	ADD 32%
4	RAYMOND JAMES FINANCIAL INC	611,933611,933	$82M	—	ADD 14%
5	WELLS FARGO & COMPANY/MN	510,927510,927	$68M	—	ADD 59%
6	Cetera Investment Advisers	470,983470,983	$63M	—	ADD 18%
7	ROYAL BANK OF CANADA	412,036412,036	$55M	—	ADD 7%
8	UBS Group AG	374,451374,451	$50M	—	—
9	STIFEL FINANCIAL CORP	286,661286,661	$38M	—	ADD 15%
10	ENVESTNET ASSET MANAGEMENT INC	261,828261,828	$35M	—	ADD 107%
11	COMMONWEALTH EQUITY SERVICES, LLC	245,915245,915	$33M	—	ADD 28%
12	MML INVESTORS SERVICES, LLC	224,852224,852	$30M	—	ADD 18%
13	OSAIC HOLDINGS, INC.	188,038188,038	$25M	—	ADD 13%
14	Lloyd Harbor Capital Management, LLC	185,000185,000	$25M	—	NEW
15	VAN ECK ASSOCIATES CORP	179,840179,840	$24M	—	ADD 142%
16	JONES FINANCIAL COMPANIES LLLP	182,803182,803	$24M	—	ADD 34%
17	Cambridge Investment Research Advisors, Inc.	169,319169,319	$23M	—	ADD 11%
18	StoneX Group Inc.	160,641160,641	$21M	—	ADD 2389%
19	Private Advisor Group, LLC	147,713147,713	$20M	—	ADD 5%
20	Bouchey Financial Group Ltd	140,081140,081	$19M	—	ADD 6%
21	Rockport Wealth LLC	136,924136,924	$18M	—	TRIM -5%
22	360 Financial, Inc.	123,083123,083	$16M	—	ADD 5%
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	108,447108,447	$14M	—	ADD 33%
24	CITADEL ADVISORS LLC	103,018103,018	$14M	—	ADD 5210%
25	Thrivent Financial for Lutherans	99,26699,266	$13M	—	ADD 10%
26	SAGE PRIVATE WEALTH GROUP, LLC	94,84594,845	$13M	—	ADD 10%
27	ASSETMARK, INC	86,85686,856	$12M	—	ADD 12%
28	Kiker Wealth Management, LLC	86,34986,349	$12M	—	ADD 4903%
29	KCM INVESTMENT ADVISORS LLC	85,98885,988	$11M	—	ADD 53%
30	Itau Unibanco Holding S.A.	84,96484,964	$11M	—	—
31	CONSOLIDATED CAPITAL MANAGEMENT, LLC	84,19784,197	$11M	—	ADD 128%
32	Rockefeller Capital Management L.P.	79,03079,030	$11M	—	ADD 22%
33	Destiny Wealth Partners, LLC	73,55173,551	$10M	—	TRIM -31%
34	IFP Advisors, Inc	73,06573,065	$10M	—	ADD 2%
35	Steward Partners Investment Advisory, LLC	72,74372,743	$10M	—	ADD 26%
36	McGuire Investment Group, LLC	69,98769,987	$9M	—	ADD 13%
37	PCG Wealth Advisors, LLC	68,59368,593	$9M	—	ADD 13%
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	66,61266,612	$9M	—	NEW
39	Madrid Financial Services	64,77264,772	$9M	—	NEW
40	Retirement Management Systems Inc.	61,44561,445	$8M	—	ADD 39%
41	Massar Capital Management, LP	61,13461,134	$8M	—	NEW
42	Capital Investment Advisors, LLC	59,93259,932	$8M	—	ADD 35%
43	Valmark Advisers, Inc.	56,43156,431	$8M	—	ADD 3%
44	GOLDMAN SACHS GROUP INC	55,95755,957	$7M	—	—
45	EFG International AG	54,66754,667	$7M	—	ADD 34%
46	HighTower Advisors, LLC	54,43354,433	$7M	—	ADD 13%
47	Stonebridge Financial Group, LLC	54,14254,142	$7M	—	ADD 5%
48	Evolution Wealth Advisors, LLC	51,07351,073	$7M	—	ADD 3%
49	Rafferty Asset Management, LLC	49,93349,933	$7M	—	TRIM -12%
50	Sowell Financial Services LLC	49,79349,793	$7M	—	TRIM -5%
51	Kestra Advisory Services, LLC	47,73547,735	$6M	—	TRIM -25%
52	SCS Capital Management LLC	47,35147,351	$6M	—	TRIM -24%
53	TD PRIVATE CLIENT WEALTH LLC	44,74444,744	$6M	—	NEW
54	Steele Capital Management, Inc.	43,99043,990	$6M	—	ADD 31%
55	StoneCrest Wealth Management, Inc.	43,05943,059	$6M	—	—
56	Sanctuary Advisors, LLC	43,04743,047	$6M	—	ADD 6%
57	BARCLAYS PLC	42,89542,895	$6M	—	ADD 363%
58	Summit Financial, LLC	42,60942,609	$6M	—	TRIM -22%
59	Quadcap Wealth Management, LLC	42,43642,436	$6M	—	TRIM -20%
60	JPMORGAN CHASE & CO	44,39244,392	$6M	—	ADD 110%
61	Brookwood Investment Group LLC	41,96441,964	$6M	—	ADD 7%
62	KINGSWOOD WEALTH ADVISORS, LLC	40,69940,699	$5M	—	TRIM -26%
63	Cresset Asset Management, LLC	40,69740,697	$5M	—	TRIM -9%
64	Kraft, Davis & Associates, LLC	36,66936,669	$5M	—	ADD 31%
65	Heck Capital Advisors, LLC	37,72037,720	$5M	—	ADD 5%
66	PRUDENTIAL PLC	37,00037,000	$5M	—	—
67	CreativeOne Wealth, LLC	35,75035,750	$5M	—	ADD 34%
68	GREENUP STREET WEALTH MANAGEMENT LLC	35,63635,636	$5M	—	NEW
69	TRUIST FINANCIAL CORP	34,71834,718	$5M	—	ADD 7%
70	Fiduciary Planning LLC	34,01634,016	$5M	—	ADD 7%
71	&PARTNERS	33,96433,964	$5M	—	ADD 83%
72	Paller Financial Services Inc	33,42733,427	$4M	—	—
73	IHT Wealth Management, LLC	32,82632,826	$4M	—	TRIM -12%
74	Concurrent Investment Advisors, LLC	32,21632,216	$4M	—	ADD 8%
75	HARBOUR INVESTMENTS, INC.	32,18632,186	$4M	—	ADD 28%
76	MONECO ADVISORS, LLC	31,31431,314	$4M	—	ADD 19%
77	Brookstone Capital Management	30,90330,903	$4M	—	ADD 367%
78	Drake & Associates, LLC	30,48430,484	$4M	—	ADD 20%
79	CX Institutional	30,38830,388	$4M	—	ADD 26792%
80	CWM, LLC	30,26530,265	$4M	—	ADD 16%
81	MinichMacGregor Wealth Management, LLC	30,11330,113	$4M	—	ADD 6%
82	GFS Advisors, LLC	20,40520,405	$4M	—	NEW
83	Sterling Investment Advisors, Ltd.	29,06529,065	$4M	—	ADD 10%
84	BNP PARIBAS FINANCIAL MARKETS	28,32928,329	$4M	—	TRIM -26%
85	BIP Wealth, LLC	28,31228,312	$4M	—	ADD 14%
86	Pettinga Financial Advisors LLC	28,26228,262	$4M	—	ADD 12%
87	RWQ Financial Management Services, Inc.	27,47527,475	$4M	—	NEW
88	Equitable Holdings, Inc.	28,68928,689	$4M	—	ADD 18%
89	SILVER OAK SECURITIES, INCORPORATED	26,92826,928	$4M	—	TRIM -2%
90	CENTAURUS FINANCIAL, INC.	25,73325,733	$3M	—	ADD 825%
91	STRATEGY ASSET MANAGERS LLC	24,71024,710	$3M	—	—
92	GTS SECURITIES LLC	24,51124,511	$3M	—	ADD 695%
93	Bucket List Wealth Management, LLC	23,74123,741	$3M	—	NEW
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23,48223,482	$3M	—	TRIM -41%
95	Snowden Capital Advisors LLC	23,51923,519	$3M	—	ADD 7%
96	Quadrature Capital Ltd	23,30023,300	$3M	—	ADD 9%
97	J.W. COLE ADVISORS, INC.	22,57622,576	$3M	—	ADD 8%
98	WEDBUSH SECURITIES INC	22,04322,043	$3M	—	ADD 8%
99	Dogwood Wealth Management LLC	21,96021,960	$3M	—	ADD 11%
100	D. E. Shaw & Co., Inc.	21,66821,668	$3M	—	TRIM -72%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

400K

754K

955K

1.6M

1.9M

2.3M

$303M

MORGAN STANLEY

452K

622K

754K

966K

1.1M

1.3M

$168M

BANK OF AMERICA CORP /DE/

520K

875K

631K

820K

870K

1.1M

$153M

RAYMOND JAMES FINANCIAL INC

195K

206K

232K

440K

536K

612K

$82M

WELLS FARGO & COMPANY/MN

74K

199K

322K

511K

$68M

Cetera Investment Advisers

31K

83K

105K

326K

401K

471K

$63M

ROYAL BANK OF CANADA

128K

205K

537K

346K

384K

412K

$55M

UBS Group AG

120K

143K

233K

327K

375K

374K

$50M

STIFEL FINANCIAL CORP

155K

182K

188K

224K

249K

287K

$38M

ENVESTNET ASSET MANAGEMENT INC

18K

27K

33K

81K

126K

262K

$35M

COMMONWEALTH EQUITY SERVICES, LLC

16K

42K

73K

137K

193K

246K

$33M

MML INVESTORS SERVICES, LLC

74K

84K

93K

143K

190K

225K

$30M

OSAIC HOLDINGS, INC.

27K

68K

95K

155K

167K

188K

$25M

Lloyd Harbor Capital Management, LLC

—

185K

$25M

VAN ECK ASSOCIATES CORP

28K

35K

68K

87K

74K

180K

$24M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	511	15,423,535	—	$2.0B
2025-Q4	435	12,405,104	—	$1.5B
2025-Q3	364	9,856,420	—	$1.3B
2025-Q2	271	6,983,092	—	$776M
2025-Q1	225	5,532,867	—	$406M
2024-Q4	179	3,631,132	—	$296M
2024-Q3	80	807,723	—	$68M
2024-Q2	76	797,568	—	$64M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding NLR · 2026-Q1 methodology → sources →

511 holders

% of shares outstanding held

—

Shares held (13F)

15,423,535

Reporting holders

511

Top holders

largest 100 of 511 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,271,4552.3M	$303M	—	ADD 21%
2	MORGAN STANLEY	1,258,4201.3M	$168M	—	ADD 11%
3	BANK OF AMERICA CORP /DE/	1,148,9951.1M	$153M	—	ADD 32%
4	RAYMOND JAMES FINANCIAL INC	611,933611,933	$82M	—	ADD 14%
5	WELLS FARGO & COMPANY/MN	510,927510,927	$68M	—	ADD 59%
6	Cetera Investment Advisers	470,983470,983	$63M	—	ADD 18%
7	ROYAL BANK OF CANADA	412,036412,036	$55M	—	ADD 7%
8	UBS Group AG	374,451374,451	$50M	—	—
9	STIFEL FINANCIAL CORP	286,661286,661	$38M	—	ADD 15%
10	ENVESTNET ASSET MANAGEMENT INC	261,828261,828	$35M	—	ADD 107%
11	COMMONWEALTH EQUITY SERVICES, LLC	245,915245,915	$33M	—	ADD 28%
12	MML INVESTORS SERVICES, LLC	224,852224,852	$30M	—	ADD 18%
13	OSAIC HOLDINGS, INC.	188,038188,038	$25M	—	ADD 13%
14	Lloyd Harbor Capital Management, LLC	185,000185,000	$25M	—	NEW
15	VAN ECK ASSOCIATES CORP	179,840179,840	$24M	—	ADD 142%
16	JONES FINANCIAL COMPANIES LLLP	182,803182,803	$24M	—	ADD 34%
17	Cambridge Investment Research Advisors, Inc.	169,319169,319	$23M	—	ADD 11%
18	StoneX Group Inc.	160,641160,641	$21M	—	ADD 2389%
19	Private Advisor Group, LLC	147,713147,713	$20M	—	ADD 5%
20	Bouchey Financial Group Ltd	140,081140,081	$19M	—	ADD 6%
21	Rockport Wealth LLC	136,924136,924	$18M	—	TRIM -5%
22	360 Financial, Inc.	123,083123,083	$16M	—	ADD 5%
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	108,447108,447	$14M	—	ADD 33%
24	CITADEL ADVISORS LLC	103,018103,018	$14M	—	ADD 5210%
25	Thrivent Financial for Lutherans	99,26699,266	$13M	—	ADD 10%
26	SAGE PRIVATE WEALTH GROUP, LLC	94,84594,845	$13M	—	ADD 10%
27	ASSETMARK, INC	86,85686,856	$12M	—	ADD 12%
28	Kiker Wealth Management, LLC	86,34986,349	$12M	—	ADD 4903%
29	KCM INVESTMENT ADVISORS LLC	85,98885,988	$11M	—	ADD 53%
30	Itau Unibanco Holding S.A.	84,96484,964	$11M	—	—
31	CONSOLIDATED CAPITAL MANAGEMENT, LLC	84,19784,197	$11M	—	ADD 128%
32	Rockefeller Capital Management L.P.	79,03079,030	$11M	—	ADD 22%
33	Destiny Wealth Partners, LLC	73,55173,551	$10M	—	TRIM -31%
34	IFP Advisors, Inc	73,06573,065	$10M	—	ADD 2%
35	Steward Partners Investment Advisory, LLC	72,74372,743	$10M	—	ADD 26%
36	McGuire Investment Group, LLC	69,98769,987	$9M	—	ADD 13%
37	PCG Wealth Advisors, LLC	68,59368,593	$9M	—	ADD 13%
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	66,61266,612	$9M	—	NEW
39	Madrid Financial Services	64,77264,772	$9M	—	NEW
40	Retirement Management Systems Inc.	61,44561,445	$8M	—	ADD 39%
41	Massar Capital Management, LP	61,13461,134	$8M	—	NEW
42	Capital Investment Advisors, LLC	59,93259,932	$8M	—	ADD 35%
43	Valmark Advisers, Inc.	56,43156,431	$8M	—	ADD 3%
44	GOLDMAN SACHS GROUP INC	55,95755,957	$7M	—	—
45	EFG International AG	54,66754,667	$7M	—	ADD 34%
46	HighTower Advisors, LLC	54,43354,433	$7M	—	ADD 13%
47	Stonebridge Financial Group, LLC	54,14254,142	$7M	—	ADD 5%
48	Evolution Wealth Advisors, LLC	51,07351,073	$7M	—	ADD 3%
49	Rafferty Asset Management, LLC	49,93349,933	$7M	—	TRIM -12%
50	Sowell Financial Services LLC	49,79349,793	$7M	—	TRIM -5%
51	Kestra Advisory Services, LLC	47,73547,735	$6M	—	TRIM -25%
52	SCS Capital Management LLC	47,35147,351	$6M	—	TRIM -24%
53	TD PRIVATE CLIENT WEALTH LLC	44,74444,744	$6M	—	NEW
54	Steele Capital Management, Inc.	43,99043,990	$6M	—	ADD 31%
55	StoneCrest Wealth Management, Inc.	43,05943,059	$6M	—	—
56	Sanctuary Advisors, LLC	43,04743,047	$6M	—	ADD 6%
57	BARCLAYS PLC	42,89542,895	$6M	—	ADD 363%
58	Summit Financial, LLC	42,60942,609	$6M	—	TRIM -22%
59	Quadcap Wealth Management, LLC	42,43642,436	$6M	—	TRIM -20%
60	JPMORGAN CHASE & CO	44,39244,392	$6M	—	ADD 110%
61	Brookwood Investment Group LLC	41,96441,964	$6M	—	ADD 7%
62	KINGSWOOD WEALTH ADVISORS, LLC	40,69940,699	$5M	—	TRIM -26%
63	Cresset Asset Management, LLC	40,69740,697	$5M	—	TRIM -9%
64	Kraft, Davis & Associates, LLC	36,66936,669	$5M	—	ADD 31%
65	Heck Capital Advisors, LLC	37,72037,720	$5M	—	ADD 5%
66	PRUDENTIAL PLC	37,00037,000	$5M	—	—
67	CreativeOne Wealth, LLC	35,75035,750	$5M	—	ADD 34%
68	GREENUP STREET WEALTH MANAGEMENT LLC	35,63635,636	$5M	—	NEW
69	TRUIST FINANCIAL CORP	34,71834,718	$5M	—	ADD 7%
70	Fiduciary Planning LLC	34,01634,016	$5M	—	ADD 7%
71	&PARTNERS	33,96433,964	$5M	—	ADD 83%
72	Paller Financial Services Inc	33,42733,427	$4M	—	—
73	IHT Wealth Management, LLC	32,82632,826	$4M	—	TRIM -12%
74	Concurrent Investment Advisors, LLC	32,21632,216	$4M	—	ADD 8%
75	HARBOUR INVESTMENTS, INC.	32,18632,186	$4M	—	ADD 28%
76	MONECO ADVISORS, LLC	31,31431,314	$4M	—	ADD 19%
77	Brookstone Capital Management	30,90330,903	$4M	—	ADD 367%
78	Drake & Associates, LLC	30,48430,484	$4M	—	ADD 20%
79	CX Institutional	30,38830,388	$4M	—	ADD 26792%
80	CWM, LLC	30,26530,265	$4M	—	ADD 16%
81	MinichMacGregor Wealth Management, LLC	30,11330,113	$4M	—	ADD 6%
82	GFS Advisors, LLC	20,40520,405	$4M	—	NEW
83	Sterling Investment Advisors, Ltd.	29,06529,065	$4M	—	ADD 10%
84	BNP PARIBAS FINANCIAL MARKETS	28,32928,329	$4M	—	TRIM -26%
85	BIP Wealth, LLC	28,31228,312	$4M	—	ADD 14%
86	Pettinga Financial Advisors LLC	28,26228,262	$4M	—	ADD 12%
87	RWQ Financial Management Services, Inc.	27,47527,475	$4M	—	NEW
88	Equitable Holdings, Inc.	28,68928,689	$4M	—	ADD 18%
89	SILVER OAK SECURITIES, INCORPORATED	26,92826,928	$4M	—	TRIM -2%
90	CENTAURUS FINANCIAL, INC.	25,73325,733	$3M	—	ADD 825%
91	STRATEGY ASSET MANAGERS LLC	24,71024,710	$3M	—	—
92	GTS SECURITIES LLC	24,51124,511	$3M	—	ADD 695%
93	Bucket List Wealth Management, LLC	23,74123,741	$3M	—	NEW
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23,48223,482	$3M	—	TRIM -41%
95	Snowden Capital Advisors LLC	23,51923,519	$3M	—	ADD 7%
96	Quadrature Capital Ltd	23,30023,300	$3M	—	ADD 9%
97	J.W. COLE ADVISORS, INC.	22,57622,576	$3M	—	ADD 8%
98	WEDBUSH SECURITIES INC	22,04322,043	$3M	—	ADD 8%
99	Dogwood Wealth Management LLC	21,96021,960	$3M	—	ADD 11%
100	D. E. Shaw & Co., Inc.	21,66821,668	$3M	—	TRIM -72%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

400K

754K

955K

1.6M

1.9M

2.3M

$303M

MORGAN STANLEY

452K

622K

754K

966K

1.1M

1.3M

$168M

BANK OF AMERICA CORP /DE/

520K

875K

631K

820K

870K

1.1M

$153M

RAYMOND JAMES FINANCIAL INC

195K

206K

232K

440K

536K

612K

$82M

WELLS FARGO & COMPANY/MN

74K

199K

322K

511K

$68M

Cetera Investment Advisers

31K

83K

105K

326K

401K

471K

$63M

ROYAL BANK OF CANADA

128K

205K

537K

346K

384K

412K

$55M

UBS Group AG

120K

143K

233K

327K

375K

374K

$50M

STIFEL FINANCIAL CORP

155K

182K

188K

224K

249K

287K

$38M

ENVESTNET ASSET MANAGEMENT INC

18K

27K

33K

81K

126K

262K

$35M

COMMONWEALTH EQUITY SERVICES, LLC

16K

42K

73K

137K

193K

246K

$33M

MML INVESTORS SERVICES, LLC

74K

84K

93K

143K

190K

225K

$30M

OSAIC HOLDINGS, INC.

27K

68K

95K

155K

167K

188K

$25M

Lloyd Harbor Capital Management, LLC

—

185K

$25M

VAN ECK ASSOCIATES CORP

28K

35K

68K

87K

74K

180K

$24M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	511	15,423,535	—	$2.0B
2025-Q4	435	12,405,104	—	$1.5B
2025-Q3	364	9,856,420	—	$1.3B
2025-Q2	271	6,983,092	—	$776M
2025-Q1	225	5,532,867	—	$406M
2024-Q4	179	3,631,132	—	$296M
2024-Q3	80	807,723	—	$68M
2024-Q2	76	797,568	—	$64M

Short interest has its own tab now — open SI →

NLR☆

Institutional ownership· 13F filers holding NLR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding NLR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

NLR