Who owns NYMWhat NYM owns — n/a
Who owns NYM?
Institutional ownership of NYM from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NYM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 44.7M | $1.12B | 0.4% | — | +0.4% |
| 2 | Relyea Zuckerberg Hanson LLC | 347,518 | $8.7M | 0.7% | — | +114.5% |
| 3 | EP Wealth Advisors, LLC | 155,702 | $3.9M | 0.0% | — | +16.7% |
| 4 | LPL Financial LLC | 127,395 | $3.2M | 0.0% | — | +23.9% |
| 5 | Cerity Partners LLC | 118,834 | $3.0M | 0.0% | — | +0.5% |
| 6 | Steward Partners Investment Advisory, LLC | 75,573 | $1.9M | 0.0% | — | -16.3% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60,949 | $1.5M | 0.0% | — | +0.1% |
| 8 | BANK OF AMERICA CORP /DE/ | 48,840 | $1.2M | 0.0% | — | -4.2% |
| 9 | ROYAL BANK OF CANADA | 47,857 | $1.2M | 0.0% | — | +23.5% |
| 10 | WELLS FARGO & COMPANY/MN | 45,577 | $1.1M | 0.0% | — | +95.4% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 45,448 | $1.1M | 0.0% | — | +27.6% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 33,279 | $832,957 | 0.0% | — | new |
| 13 | JANE STREET GROUP, LLC | 31,771 | $798,386 | 0.0% | — | -68.7% |
| 14 | JPMORGAN CHASE & CO | 26,152 | $657,723 | 0.0% | — | -91.8% |
| 15 | OSAIC HOLDINGS, INC. | 25,929 | $651,614 | 0.0% | — | +44.6% |
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 18,880 | $474,436 | 0.0% | — | 0.0% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 18,389 | $462,100 | 0.0% | — | -11.5% |
| 18 | RAYMOND JAMES FINANCIAL INC | 15,978 | $401,517 | 0.0% | — | +56.3% |
| 19 | Cresset Asset Management, LLCNEW | 15,152 | $380,761 | 0.0% | — | new |
| 20 | HighTower Advisors, LLC | 13,582 | $341,305 | 0.0% | — | -2.6% |
| 21 | Stratos Wealth Partners, LTD.NEW | 12,754 | $320,500 | 0.0% | — | new |
| 22 | CARDIFF PARK ADVISORS, LLC | 11,674 | $293,356 | 0.0% | — | +0.8% |
| 23 | Rialto Wealth Management, LLC | 9,949 | $250,013 | 0.0% | — | 0.0% |
| 24 | Envestnet Portfolio Solutions, Inc. | 9,162 | $230,236 | 0.0% | — | -1.5% |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 7,482 | $188,008 | 0.0% | — | +12.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.
