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Funds Holding NBCM

On this page, we present all of the funds holding NBCM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NBCM, with a link to that fund's top holdings. The next columns indicate the amount of NBCM stock held by each of the funds holding NBCM, followed by the NBCM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 19 funds holding NBCM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding NBCM), click the fund name in the "Holder" column of the funds-holding-NBCM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC7,138,219$154,328 03/31/2024
     NBCM7,138,219$154,328 03/31/2024
Neuberger Berman Group LLC2,127,654$43,979 12/31/2023
     NBCM2,127,654$43,979 12/31/2023
Jane Street Group LLC277,250$5,731 12/31/2023
     NBCM277,250$5,731 12/31/2023
Bank of Montreal Can136,215$2,849 12/31/2023
     NBCM136,215$2,849 12/31/2023
IAG Wealth Partners LLC74,435$1,609 03/31/2024
     NBCM74,435$1,609 03/31/2024
Susquehanna International Group LLP47,389$980 12/31/2023
     NBCM47,389$980 12/31/2023
Smart Money Group LLC31,798$657 12/31/2023
     NBCM31,798$657 12/31/2023
Flow Traders U.S. LLC20,577$425 12/31/2023
     NBCM20,577$425 12/31/2023
Stifel Financial Corp17,458$361 12/31/2023
     NBCM17,458$361 12/31/2023
IHT Wealth Management LLC12,468$258 12/31/2023
     NBCM12,468$258 12/31/2023
Northwestern Mutual Wealth Management Co.8,187$169 12/31/2023
     NBCM8,187$169 12/31/2023
UBS Group AG2,157$45 12/31/2023
     NBCM2,157$45 12/31/2023
Advisor Group Holdings Inc.326$7 12/31/2023
     NBCM326$7 12/31/2023
FMR LLC91$2 12/31/2023
     NBCM91$2 12/31/2023
Regions Financial Corp1,017$0 03/31/2024
     NBCM1,017$0 03/31/2024
Principal Securities Inc.18$0 12/31/2023
     NBCM18$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     NBCM0$0 12/31/2023
IFP Advisors Inc6$0 12/31/2023
     NBCM6$0 12/31/2023
Tyler Stone Wealth Management4$0 12/31/2023
     NBCM4$0 12/31/2023
ICA Group Wealth Management LLC9$0 12/31/2023
     NBCM9$0 12/31/2023

See Summary: Institutional Holders of NBCM
See Details: Top 10 Hedge Funds Holding NBCM
Also See: NBCM Holdings Changes

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