Position in NMR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,454,670
-$274,668 QoQ
Shares Held
165,680
-24.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. NMR ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in NMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,670 | 165,680 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,729,338 | 219,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,664,676 | 198,412 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,348,912 | 185,545 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,312,683 | 199,496 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,341,610 | 218,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,127,816 | 194,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,047,163 | 200,606 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,148,931 | 198,777 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $736,881 | 114,779 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $569,599 | 126,297 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $453,464 | 112,802 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $387,994 | 101,304 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $437,376 | 115,099 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $378,532 | 100,942 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $381,513 | 115,610 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $407,486 | 113,823 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $164,533 | 38,989 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $272,833 | 63,010 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $687,272 | 139,124 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $752,912 | 147,920 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $784,575 | 146,376 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $763,794 | 143,301 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $703,629 | 153,631 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $644,372 | 145,129 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $672,930 | 157,595 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||