% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for NMFC in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LSV ASSET MANAGEMENT | 3,022,1183.0M | $23M | — | — |
| 2 | Invesco Ltd. | 2,139,6772.1M | $17M | — | ADD 80% |
| 3 | UBS Group AG | 2,091,2762.1M | $16M | — | ADD 36% |
| 4 | VAN ECK ASSOCIATES CORP | 1,796,1751.8M | $14M | — | TRIM -23% |
| 5 | DIMENSION CAPITAL MANAGEMENT LLC | 1,156,5411.2M | $9M | — | — |
| 6 | Russell Investments Group, Ltd. | 938,679938,679 | $7M | — | ADD 168% |
| 7 | Cerity Partners LLC | 872,844872,844 | $7M | — | TRIM -16% |
| 8 | Corient Private Wealth LLC | 871,296871,296 | $7M | — | TRIM -46% |
| 9 | National Philanthropic Trust | 852,921852,921 | $7M | — | — |
| 10 | Muzinich & Co., Inc. | 848,918848,918 | $7M | — | — |
| 11 | TWO SIGMA INVESTMENTS, LP | 836,457836,457 | $6M | — | ADD 43% |
| 12 | Legal & General Group Plc | 785,496785,496 | $6M | — | ADD 6% |
| 13 | MORGAN STANLEY | 729,938729,938 | $6M | — | TRIM -35% |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 688,578688,578 | $5M | — | — |
| 15 | Pathstone Holdings, LLC | 661,219661,219 | $5M | — | — |
| 16 | Hennion & Walsh Asset Management, Inc. | 513,085513,085 | $4M | — | TRIM -9% |
| 17 | OSAIC HOLDINGS, INC. | 450,470450,470 | $3M | — | ADD 5% |
| 18 | HighTower Advisors, LLC | 423,732423,732 | $3M | — | TRIM -18% |
| 19 | BlackRock, Inc. | 352,242352,242 | $3M | — | TRIM -49% |
| 20 | D. E. Shaw & Co., Inc. | 347,520347,520 | $3M | — | ADD 193% |
| 21 | Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000344,000 | $3M | — | — |
| 22 | Focus Partners Wealth | 334,785334,785 | $3M | — | ADD 6% |
| 23 | Tranquility Partners, LLC | 316,752316,752 | $2M | — | ADD 18% |
| 24 | WELLS FARGO & COMPANY/MN | 314,507314,507 | $2M | — | TRIM -12% |
| 25 | XTX Topco Ltd | 292,695292,695 | $2M | — | ADD 56% |
| 26 | AMERIPRISE FINANCIAL INC | 291,491291,491 | $2M | — | — |
| 27 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 277,571277,571 | $2M | — | TRIM -6% |
| 28 | TRANSCEND CAPITAL ADVISORS, LLC | 271,158271,158 | $2M | — | TRIM -36% |
| 29 | GraniteShares Advisors LLC | 263,627263,627 | $2M | — | TRIM -10% |
| 30 | BI Asset Management Fondsmaeglerselskab A/S | 243,132243,132 | $2M | — | ADD 3% |
| 31 | BANK OF AMERICA CORP /DE/ | 194,097194,097 | $2M | — | TRIM -13% |
| 32 | Advisors Asset Management, Inc. | 173,665173,665 | $1M | — | TRIM -3% |
| 33 | Mill Creek Capital Advisors, LLC | 149,000149,000 | $1M | — | — |
| 34 | Cerberus Capital Management, L.P. | 145,000145,000 | $1M | — | NEW |
| 35 | Balyasny Asset Management L.P. | 136,058136,058 | $1M | — | NEW |
| 36 | Naviter Wealth, LLC | 131,722131,722 | $1M | — | TRIM -17% |
| 37 | STATE STREET CORP | 127,191127,191 | $987,002 | — | TRIM -3% |
| 38 | VARCOV Co. | 125,077125,077 | $970,598 | — | ADD 35% |
| 39 | LPL Financial LLC | 124,074124,074 | $962,814 | — | TRIM -47% |
| 40 | Trexquant Investment LP | 114,972114,972 | $892,183 | — | TRIM -44% |
| 41 | NEUBERGER BERMAN GROUP LLC | 109,540109,540 | $850,030 | — | TRIM -4% |
| 42 | CANADA LIFE ASSURANCE Co | 98,98798,987 | $771,000 | — | TRIM -17% |
| 43 | HB Wealth Management, LLC | 98,99798,997 | $768,217 | — | TRIM -2% |
| 44 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 95,30095,300 | $740,000 | — | — |
| 45 | Virtus Investment Advisers, LLC | 89,47189,471 | $694,295 | — | ADD 4% |
| 46 | Cambridge Investment Research Advisors, Inc. | 87,15287,152 | $676,000 | — | — |
| 47 | Farther Finance Advisors, LLC | 83,50083,500 | $642,950 | — | ADD 129% |
| 48 | MILLENNIUM MANAGEMENT LLC | 81,36681,366 | $631,400 | — | TRIM -56% |
| 49 | DENALI ADVISORS LLC | 77,88577,885 | $604,388 | — | — |
| 50 | Campbell & CO Investment Adviser LLC | 72,03172,031 | $558,961 | — | TRIM -15% |
| 51 | ExodusPoint Capital Management, LP | 71,46171,461 | $554,537 | — | ADD 322% |
| 52 | Janney Montgomery Scott LLC | 71,17071,170 | $552,000 | — | TRIM -8% |
| 53 | JPMORGAN CHASE & CO | 69,60369,603 | $530,375 | — | TRIM -97% |
| 54 | COMMONWEALTH EQUITY SERVICES, LLC | 65,49765,497 | $508,260 | — | TRIM -4% |
| 55 | PALISADE CAPITAL MANAGEMENT, LP | 63,12163,121 | $489,822 | — | TRIM -78% |
| 56 | Valeo Financial Advisors, LLC | 59,85059,850 | $464,436 | — | — |
| 57 | CAXTON ASSOCIATES LLP | 58,36858,368 | $452,936 | — | — |
| 58 | Mutual Advisors, LLC | 57,70957,709 | $447,822 | — | ADD 5% |
| 59 | ROYAL BANK OF CANADA | 53,35053,350 | $414,000 | — | TRIM -17% |
| 60 | GEODE CAPITAL MANAGEMENT, LLC | 53,27053,270 | $413,375 | — | — |
| 61 | Spire Wealth Management | 45,60045,600 | $353,856 | — | — |
| 62 | Almitas Capital LLC | 45,00045,000 | $349,200 | — | — |
| 63 | Cetera Investment Advisers | 44,12644,126 | $342,416 | — | — |
| 64 | Nordwand Advisors, LLC | 41,80041,800 | $324,368 | — | — |
| 65 | Colter Lewis Investment Partners LLC | 39,10339,103 | $303,441 | — | ADD 7% |
| 66 | CITADEL ADVISORS LLC | 34,68234,682 | $269,132 | — | ADD 14% |
| 67 | GOLDMAN SACHS GROUP INC | 33,89033,890 | $262,986 | — | TRIM -83% |
| 68 | MACKENZIE FINANCIAL CORP | 33,47533,475 | $259,766 | — | ADD 3% |
| 69 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 32,27732,277 | $248,536 | — | — |
| 70 | MIRABELLA FINANCIAL SERVICES LLP | 31,63331,633 | $245,472 | — | NEW |
| 71 | Fayez Sarofim & Co | 31,31731,317 | $243,020 | — | ADD 3% |
| 72 | NORTHERN TRUST CORP | 30,56930,569 | $237,216 | — | TRIM -43% |
| 73 | OPPENHEIMER & CO INC | 30,50230,502 | $236,696 | — | TRIM -6% |
| 74 | Y-Intercept (Hong Kong) Ltd | 30,40430,404 | $235,935 | — | NEW |
| 75 | NewEdge Wealth, LLC | 30,35730,357 | $235,570 | — | — |
| 76 | Sanctuary Advisors, LLC | 30,29230,292 | $235,062 | — | — |
| 77 | Next Capital Management LLC | 29,68029,680 | $230,317 | — | — |
| 78 | MQS Management LLC | 28,89628,896 | $224,233 | — | NEW |
| 79 | &PARTNERS | 27,23127,231 | $211,315 | — | TRIM -68% |
| 80 | ENVESTNET ASSET MANAGEMENT INC | 27,13927,139 | $210,602 | — | TRIM -24% |
| 81 | STIFEL FINANCIAL CORP | 25,39025,390 | $197,027 | — | TRIM -9% |
| 82 | Generali Investments CEE, investicni spolecnost, a.s. | 25,25125,251 | $195,948 | — | — |
| 83 | JANE STREET GROUP, LLC | 25,00925,009 | $194,070 | — | TRIM -94% |
| 84 | Navis Wealth Advisors, LLC | 25,00025,000 | $194,000 | — | — |
| 85 | North Ground Capital | 25,00025,000 | $194,000 | — | NEW |
| 86 | CenterStar Asset Management, LLC | 24,40024,400 | $189,222 | — | — |
| 87 | Entropy Technologies, LP | 24,02724,027 | $186,450 | — | NEW |
| 88 | Miller Global Investments, LLC | 23,81523,815 | $184,804 | — | — |
| 89 | CAPTRUST FINANCIAL ADVISORS | 23,20923,209 | $180,101 | — | ADD 30% |
| 90 | Advyzon Investment Management, LLC | 22,73022,730 | $176,385 | — | ADD 41% |
| 91 | Closed-End Fund Advisors, Inc. | 22,71922,719 | $176,299 | — | TRIM -96% |
| 92 | Empower Advisory Group, LLC | 22,20622,206 | $172,319 | — | — |
| 93 | CHILTON INVESTMENT CO INC. | 22,02022,020 | $170,875 | — | TRIM -41% |
| 94 | Lido Advisors, LLC | 21,50821,508 | $166,902 | — | — |
| 95 | Equitable Holdings, Inc. | 17,79217,792 | $163,864 | — | NEW |
| 96 | First Affirmative Financial Network | 20,51520,515 | $159,193 | — | NEW |
| 97 | Qube Research & Technologies Ltd | 20,49120,491 | $159,010 | — | NEW |
| 98 | Brevan Howard Capital Management LP | 20,36720,367 | $158,048 | — | NEW |
| 99 | nVerses Capital, LLC | 19,85719,857 | $154,090 | — | NEW |
| 100 | PFG Investments, LLC | 19,71719,717 | $153,004 | — | TRIM -4% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Invesco Ltd. | +949,320 | $7M | ADD |
| Russell Investments Group, Ltd. | +588,313 | $5M | ADD |
| UBS Group AG | +550,148 | $4M | ADD |
| TWO SIGMA INVESTMENTS, LP | +249,840 | $2M | ADD |
| D. E. Shaw & Co., Inc. | +228,935 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | −1,969,059 | $15M | TRIM |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | −1,338,277 | $10M | CLOSE |
| Corient Private Wealth LLC | −746,468 | $6M | TRIM |
| ARES MANAGEMENT LLC | −602,575 | $5M | CLOSE |
| Closed-End Fund Advisors, Inc. | −563,351 | $4M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 2.4M | 2.8M | 2.8M | 2.6M | 3.0M | 3.0M | $23M |
| Invesco Ltd. | 986K | 1.1M | 1.0M | 1.2M | 1.2M | 2.1M | $17M |
| UBS Group AG | 575K | 880K | 1.3M | 1.2M | 1.5M | 2.1M | $16M |
| VAN ECK ASSOCIATES CORP | 2.3M | 2.3M | 2.5M | 2.6M | 2.3M | 1.8M | $14M |
| DIMENSION CAPITAL MANAGEMENT LLC | 896K | 812K | 950K | 1.1M | 1.1M | 1.2M | $9M |
| Russell Investments Group, Ltd. | — | 53K | 53K | 53K | 350K | 939K | $7M |
| Cerity Partners LLC | 3.7M | 3.5M | 2.8M | 2.1M | 1.0M | 873K | $7M |
| Corient Private Wealth LLC | 19K | — | — | — | 1.6M | 871K | $7M |
| National Philanthropic Trust | 853K | 853K | 853K | 853K | 853K | 853K | $7M |
| Muzinich & Co., Inc. | 340K | 393K | 575K | 671K | 849K | 849K | $7M |
| TWO SIGMA INVESTMENTS, LP | 679K | 760K | 748K | 445K | 587K | 836K | $6M |
| Legal & General Group Plc | 714K | 718K | 708K | 654K | 742K | 785K | $6M |
| MORGAN STANLEY | 1.1M | 1.1M | 833K | 827K | 1.1M | 730K | $6M |
| Sumitomo Mitsui Trust Group, Inc. | 325K | 387K | 491K | 606K | 690K | 689K | $5M |
| Pathstone Holdings, LLC | — | 296K | 297K | 311K | 650K | 661K | $5M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
