13F QoQ Ownership Changes
NAMI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 0 added · 0 reduced · 6 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 2,310 | +2,310 | $1.8K | +$1.8K | — |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -36,928 | $0 | -$36.9K | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -25,700 | $0 | -$26.2K | — |
| Marex Group plc | 0 | -19,716 | $0 | -$21.3K | — |
| TWO SIGMA SECURITIES, LLC | 0 | -12,221 | $0 | -$12.5K | — |
| Independent Advisor Alliance | 0 | -12,105 | $0 | -$12.3K | — |
| EverSource Wealth Advisors, LLC | 0 | -898 | $0 | -$916 | — |