Position in NMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$906,517
+$307,816 QoQ
Shares Held
103,248
+36.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. NMR ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in NMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,517 | 103,248 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $598,701 | 75,881 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $785,253 | 93,594 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $581,825 | 80,031 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $229,727 | 34,913 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $202,519 | 32,930 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $543,460 | 93,862 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,510,537 | 289,375 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,473,516 | 427,944 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,382,514 | 215,345 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $167,411 | 37,120 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $91,832 | 22,844 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $533,400 | 139,269 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $532,155 | 140,041 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $642,896 | 171,439 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $688,686 | 208,693 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $661,723 | 184,839 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $649,487 | 153,907 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,294,626 | 298,990 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $928,309 | 187,917 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,091,423 | 214,425 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,314,411 | 245,226 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,143,706 | 214,579 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,037,667 | 226,565 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $835,235 | 188,116 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $821,919 | 192,487 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||