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$8.17 -0.21 (-2.51%) At close · Oct 22
Russell 2000 member Rebalance outlook locked
Market Cap
$1.08B
Shares
129.16M
Volume · Oct 22 540.42K Avg daily vol (3M) 1.06M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of NMAX: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 231
Total Value: $312,451,323
Total Shares: 37,638,314
Showing 1–100 of 239 holdings by value · page 1 of 3

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 233 13F filers
Top Holder
60.5%
Mar 2025 → Jun 2026 · range 11.6% – 72.6%
of institutional value
Top 5
77.5%
Mar 2025 → Jun 2026 · range 45.5% – 85.6%
of institutional value
Top 10
85.2%
Mar 2025 → Jun 2026 · range 58.2% – 89.9%
of institutional value
HHI
3,768
Mar 2025 → Jun 2026 · range 531 – 5,342
Highly concentrated

Who Holds NMAX

Last 7 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 233 filers, like-for-like change +13.5%; actively managed books +9.1%; index-like books +35.2%.

Holder type Share Filers Change
Registered adviser 80.5% 134 +15.2%
Exempt adviser 0.2% 2 new
Adviser 0.1% 3 -40.7%
Bank 4.0% 16 +13.1%
Broker-dealer 0.7% 2 -22.2%
Benefit plan 0.1% 1 +1696.3%
Non-US 0.3% 6 -69.1%
Holding company 10.0% 6 -2.6%
Unknown 4.0% 63 +74.7%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 4 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

233 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
1
0.429% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
1
median weight 0.000%
Mar 31, 2026: 0
Crowding
—
the issuer has more than one class of common stock, so its count is the total across classes
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
the issuer has more than one class of common stock, so its count is the total across classes
Top 10 holders
86.0%
of 13F shares, Herfindahl 0.395
Active holders
+9.1%
like-for-like share change of active filers
5% stakes on record
3
1 13D, 2 13G (0 institutional, 0 passive, 2 exempt)
How long holders have held it value-weighted 3.2 quarters
Under 1 year 79.0% 1 to 3 years 21.0% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$9.70
estimated per share
Mar 31, 2026: $10.09
Quarter-end price
$8.28
implied by 13F values
Estimated gain or loss
-14.7%
price against the estimated cost
Estimated at a loss
82.2%
of costed 13F value

Estimated cost covers 95.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies NMAX's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 XTIA XTI Aerospace, Inc. 3
2 DFTX Definium Therapeutics, Inc. 4
3 PAAS Pan American Silver Corp 3
4 RF Regions Financial Corp 4
5 B Barrick Mining Corp 4
6 PRU Prudential Financial Inc 4
7 COIN Coinbase Global, Inc. 3
8 EFU ProShares Trust UltraShort MSCI EAFE 4
9 WPM Wheaton Precious Metals Corp. 3
10 MPC Marathon Petroleum Corp 5

Shareholder Targets

13F filers that own its peers but not NMAX, quarter ended Jun 30, 2026

Found through its holder-overlap peers: XTIA, DFTX, PAAS, RF, B, PRU, COIN, EFU, WPM, MPC, BA, VZ, PYPL, PLTR, AAPL, GOOGL, GM, ACN, IVZ, ORCL. 6,902 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $124,939,131,232 15 held
2 Berkshire Hathaway Inc Insurer, Concentrated $103,714,385,303 2 held
3 Capital World Investors Adviser, Diversified active $69,792,277,993 10 held
4 Capital Research Global Investors Adviser, Diversified active $65,730,325,346 8 held
5 Amundi Holding company, Index-like $47,252,308,514 18 held
6 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $43,447,764,202 18 held
7 FRANKLIN RESOURCES INC Adviser, Diversified active $43,160,486,139 19 held
8 Capital International Investors Adviser, Diversified active $38,663,152,226 8 held
9 AMERIPRISE FINANCIAL INC Adviser, Diversified active $37,478,580,018 19 held
10 DIMENSIONAL FUND ADVISORS LP Registered adviser, Diversified active $36,871,684,658 17 held

Fund Ownership of NMAX by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 3.51% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.81% 1,039,885
Index ETFs 2.70% 3,489,670
Active ETFs 0.01% 18,731
Active funds 0.10% 135,282
Unclassified 0.00% 0
All registered funds 3.63% 4,683,568
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 133 Exempt adviser 2 Adviser 3 Bank 16 Broker-dealer 2 Benefit plan 1 Non-US 6 Holding company 6 Unknown 62
Showing 100 of 239
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Greenwich Wealth Management LLC $188,745,514 60.41% 22,795,352
BlackRock, Inc. $23,353,008 7.47% 2,820,412
VANGUARD CAPITAL MANAGEMENT LLC $12,122,093 3.88% 1,464,021
AQR CAPITAL MANAGEMENT LLC $11,114,746 3.56% 1,342,361
STATE STREET CORP $6,419,939 2.05% 775,355
GEODE CAPITAL MANAGEMENT, LLC $5,300,060 1.70% 640,104
GOLDMAN SACHS GROUP INC $4,547,598 1.46% 549,227
VANGUARD PORTFOLIO MANAGEMENT LLC $4,038,089 1.29% 487,692
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,651,480 1.17% 441,000
HRT FINANCIAL LP $3,268,513 1.05% 394,748
CITADEL ADVISORS LLC $3,029,097 0.97% 365,833
MILLENNIUM MANAGEMENT LLC $2,541,247 0.81% 306,914
NORTHERN TRUST CORP $2,370,729 0.76% 286,320
Point72 Asset Management, L.P. $1,700,819 0.54% 205,413
MORGAN STANLEY $1,508,770 0.48% 182,219
IEQ CAPITAL, LLC $1,484,405 0.48% 179,276
LPL Financial LLC $1,458,629 0.47% 176,163
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,245,312 0.40% 150,400
Denver PWM, LLC $1,164,680 0.37% 107,741
Creative Planning $1,131,842 0.36% 136,696
XTX Topco Ltd $1,075,505 0.34% 129,892
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,022,215 0.33% 123,456
UBS Group AG $886,539 0.28% 107,070
CITADEL ADVISORS LLC $877,680 0.28% 106,000
CITADEL ADVISORS LLC $867,744 0.28% 104,800
OSAIC HOLDINGS, INC. $865,473 0.28% 104,526
Trexquant Investment LP $842,092 0.27% 101,702
Bank of New York Mellon Corp $814,369 0.26% 98,354
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $786,935 0.25% 72,797
VANGUARD FIDUCIARY TRUST CO $721,452 0.23% 87,132
Swiss National Bank $709,596 0.23% 85,700
Cerity Partners LLC $685,616 0.22% 82,804
Mariner, LLC $653,614 0.21% 78,939
Nuveen, LLC $624,468 0.20% 75,419
RAYMOND JAMES FINANCIAL INC $607,337 0.19% 73,350
ALLIANCEBERNSTEIN L.P. $591,192 0.19% 71,400
Centiva Capital, LP $559,007 0.18% 67,513
GROUP ONE TRADING LLC $525,150 0.17% 63,424
Arax Advisory Partners $514,535 0.16% 62,142
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $483,154 0.15% 58,352
KIECKHEFER GROUP LLC $459,425 0.15% 42,500
WELLS FARGO & COMPANY/MN $458,064 0.15% 55,322
RHUMBLINE ADVISERS $437,117 0.14% 52,792
MERCER GLOBAL ADVISORS INC /ADV $425,368 0.14% 51,373
JANE STREET GROUP, LLC $417,336 0.13% 50,403
DEUTSCHE BANK AG\ $415,407 0.13% 50,170
BANK OF AMERICA CORP /DE/ $411,102 0.13% 49,650
COMMONWEALTH EQUITY SERVICES, LLC $389,954 0.12% 47,096
MIRABELLA FINANCIAL SERVICES LLP $385,566 0.12% 46,566
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $382,403 0.12% 46,184
Kestra Advisory Services, LLC $376,077 0.12% 45,420
CAPTRUST FINANCIAL ADVISORS $358,432 0.11% 43,289
PRICE T ROWE ASSOCIATES INC /MD/ $326,886 0.10% 39,479
SUSQUEHANNA INTERNATIONAL GROUP, LLP $316,834 0.10% 38,265
Jain Global LLC $298,287 0.10% 36,025
Integrity Advisory Solutions, LLC $296,920 0.10% 35,860
Defender Capital, LLC. $294,648 0.09% 27,257
Walleye Capital LLC $292,284 0.09% 35,300
JANE STREET GROUP, LLC $285,660 0.09% 34,500
IMC-Chicago, LLC $270,888 0.09% 32,716
Cetera Investment Advisers $262,649 0.08% 31,721
VANGUARD ASSET MANAGEMENT, Ltd $252,192 0.08% 30,458
Legal & General Group Plc $235,217 0.08% 28,408
Russell Investments Group, Ltd. $232,841 0.07% 28,121
Focus Partners Wealth $225,423 0.07% 27,225
Abel Hall, LLC $223,367 0.07% 20,663
JONES FINANCIAL COMPANIES LLLP $222,930 0.07% 26,924
Invesco Ltd. $221,911 0.07% 26,801
FMR LLC $219,701 0.07% 26,534
MetLife Investment Management, LLC $217,879 0.07% 26,314
NewEdge Advisors, LLC $215,892 0.07% 26,074
CITIGROUP INC $196,699 0.06% 23,756
Vident Advisory, LLC $193,594 0.06% 23,381
Cambridge Investment Research Advisors, Inc. $186,730 0.06% 22,552
JANE STREET GROUP, LLC $183,816 0.06% 22,200
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $183,344 0.06% 22,143
Brevan Howard Capital Management LP $178,467 0.06% 21,554
Farther Finance Advisors, LLC $173,986 0.06% 16,095
ROYAL BANK OF CANADA $171,816 0.05% 20,751
Caprock Group, LLC $168,009 0.05% 20,291
Merit Financial Group, LLC $167,438 0.05% 20,222
JPMORGAN CHASE & CO $167,264 0.05% 20,201
Aptus Capital Advisors, LLC $166,014 0.05% 20,050
AXQ CAPITAL, LP $154,927 0.05% 18,711
CANADA PENSION PLAN INVESTMENT BOARD $147,814 0.05% 17,852
EP Wealth Advisors, LLC $143,608 0.05% 17,344
FORTEM FINANCIAL GROUP, LLC $142,421 0.05% 13,175
BNP PARIBAS ARBITRAGE, SA $141,000 0.05% 17,029
BRIGHTON JONES LLC $139,112 0.04% 16,801
Sanctuary Advisors, LLC $133,498 0.04% 16,123
SIMPLEX TRADING, LLC $133,415 0.04% 16,113
Focus Partners Advisor Solutions, LLC $126,286 0.04% 15,252
Pallas Capital Advisors LLC $124,928 0.04% 15,088
Busey Bank $124,017 0.04% 14,978
Zurcher Kantonalbank (Zurich Cantonalbank) $123,694 0.04% 14,939
GREAT LAKES ADVISORS, LLC $122,709 0.04% 14,820
Element Wealth, LLC $115,754 0.04% 13,980
Cove Private Wealth, LLC $114,992 0.04% 13,888
49 WEALTH MANAGEMENT, LLC $114,802 0.04% 13,865
ALONGSIDE, LLC $114,802 0.04% 13,865

Showing the top 100 of 239 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 2026478 CUSIP 65250K105 13F (30d) 35 filings 34 filers Visit website Investor relations