Position in NAD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,108,341
-$95,333 QoQ
Shares Held
183,334
0.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.87510227235538.ToString("F0")%
Shared 0.ToString("F0")%
None 3.1248977276446266.ToString("F0")%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Savant Capital, LLC holds $32,229,011 across 34 Asset Management names. NAD ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,017 | $3,863,189 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
41,230 | $2,699,740 | |
| 3 | AMP |
Ameriprise Financial Inc
|
6,039 | $2,683,731 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
135,343 | $2,317,072 | |
| 5 | BX |
Blackstone Inc.
|
19,696 | $2,264,843 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
183,334 | $2,108,341 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
157,081 | $1,764,019 | |
| 8 | ARCC |
Ares Capital Corp
|
82,438 | $1,485,532 |
All Filings in NAD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,108,341 | 183,334 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,203,674 | 183,334 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,161,808 | 184,928 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $2,040,272 | 180,715 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $2,083,023 | 180,818 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $2,120,324 | 181,846 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,249,978 | 181,743 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,133,662 | 181,743 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,151,007 | 187,697 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,149,130 | 187,697 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,903,247 | 187,697 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,115,345 | 187,697 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,152,293 | 186,669 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,135,092 | 180,940 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,990,340 | 180,940 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,256,321 | 180,940 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,417,358 | 180,940 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,124,373 | 193,940 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,029,342 | 193,940 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,096,974 | 193,440 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,815,131 | 185,940 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,850,212 | 185,440 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,627,248 | 180,940 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,536,778 | 180,940 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,486,115 | 180,940 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||