Institutional Holders (2026 Q1)
31 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NYM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Chemistry Wealth Management LLC | 0.74% | 168,102 | $4.2M |
| 2 | ARROW FINANCIAL CORP | 0.64% | 256,734 | $6.4M |
| 3 | Relyea Zuckerberg Hanson LLC | 0.41% | 162,010 | $4.0M |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 0.33% | 41,930 | $1.0M |
| 5 | Opal Wealth Advisors, LLC | 0.05% | 9,631 | $240K |
| 6 | Procyon Advisors, LLC | 0.02% | 18,822 | $470K |
| 7 | Steward Partners Investment Advisory, LLC | 0.01% | 90,336 | $2.3M |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.01% | 6,681 | $167K |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 18,880 | $471K |
| 10 | Envestnet Portfolio Solutions, Inc. | 0.00% | 9,303 | $232K |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | 60,887 | $1.5M |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 20,774 | $518K |
| 13 | LPL Financial LLC | 0.00% | 102,786 | $2.6M |
| 14 | HighTower Advisors, LLC | 0.00% | 13,942 | $348K |
| 15 | JANE STREET GROUP, LLC | 0.00% | 101,572 | $2.5M |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 35,622 | $889K |
| 17 | WELLS FARGO & COMPANY/MN | 0.00% | 23,324 | $582K |
| 18 | UBS Group AG | 0.00% | 566 | $14K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|