41 tracked 13F filers disclose a position in NIM as of the latest SEC 13F filings, a combined $39.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $7.5M | 794K | ▼−1.0% Reduced · −8K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $6.0M | 638K | ▼−5.2% Reduced · −35K sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 426K | ▲+7.9% Added · +31K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $2.9M | 305K | ▲+50% Added · +102K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | $2.6M | 272K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 6 | Blake Schutter Theil Wealth Advisors, LLC | $1.9M | 200K | ▲+10% Added · +19K sh | Q2 2026 | |
| 7 | Whipplewood Advisors, LLC | $1.4M | 151K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $1.4M | 146K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 9 | UBS Group AG | $1.4M | 143K | ▼−7.5% Reduced · −12K sh | Q1 2026 | |
| 10 | CROBAN | $1.3M | 138K | ▲+0.5% Added · +657 sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.1M | 114K | ▲+5.3% Added · +6K sh | Q1 2026 | |
| 12 | UHLMANN PRICE SECURITIES, LLC | $955K | 101K | ▲+10% Added · +9K sh | Q2 2026 | |
| 13 | Baird Financial Group, Inc. | $801K | 85K | ▲+0.3% Added · +277 sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $696K | 74K | —Held | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $539K | 57K | ▼−0.9% Reduced · −500 sh | Q1 2026 | |
| 16 | STEPHENS INC /AR/ | $414K | 44K | ▲+6.0% Added · +3K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $393K | 42K | ▲+6.4% Added · +3K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $382K | 40K | ▲+22% Added · +7K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $369K | 39K | ▲+17% Added · +6K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $341K | 36K | ▲+58% Added · +13K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $277K | 29K | ▼−0.1% Reduced · −30 sh | Q1 2026 | |
| 22 | Ackerman Capital Advisors, LLC | $252K | 27K | ▲+10% Added · +3K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $245K | 26K | ▲+8.6% Added · +2K sh | Q1 2026 | |
| 24 | Worthington Financial Partners, LLC | $233K | 25K | ▼−15% Reduced · −4K sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $233K | 25K | ▲+26% Added · +5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in NIM and 7 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $2.5B |
| MICROSOFT CORPMSFT | 15 funds | $1.7B |
| NVIDIA CORPNVDA | 14 funds | $4.2B |
| BROADCOM INCAVGO | 14 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 14 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.1B |
| LOCKHEED MARTIN CORPLMT | 14 funds | $507.4M |
| CHEVRON CORPCVX | 14 funds | $504.3M |
| ELI LILLY & COLLY | 14 funds | $374.7M |
| ABBVIE INCABBV | 14 funds | $309.2M |
| AMGEN INCAMGN | 14 funds | $208.8M |
| AMAZON.COM INCAMZN | 13 funds | $2.3B |
Ranked by how many of NIM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for NIM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NIM/capital-change-brief"
Use Arkolith's capital_change_brief for NIM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.