Position in NMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,054,612
+$1,015,630 QoQ
Shares Held
461,801
+19.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 301 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mariner, LLC holds $770,115,959 across 31 Capital Markets names. NMR ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,375,832 | $219,218,018 | |
| 2 | GS |
Goldman Sachs Group Inc
|
209,144 | $211,521,966 | |
| 3 | MS |
Morgan Stanley
|
927,484 | $193,881,255 | |
| 4 | SNEX |
StoneX Group Inc.
|
417,024 | $32,944,896 | |
| 5 | EVR |
Evercore Inc.
|
61,662 | $21,053,872 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
206,356 | $20,693,378 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
334,270 | $16,706,813 | |
| 8 | TW |
Tradeweb Markets Inc.
|
78,519 | $7,825,203 |
All Filings in NMR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,054,612 | 461,801 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,038,982 | 385,169 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,907,595 | 346,555 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,549,203 | 350,647 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,976,631 | 300,400 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,614,860 | 262,579 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,518,015 | 262,179 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,371,376 | 262,716 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,648,599 | 285,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,768,985 | 275,543 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,114,307 | 247,075 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $909,669 | 226,286 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $811,526 | 211,887 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $727,080 | 191,337 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $689,943 | 183,985 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $497,530 | 150,767 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||