IFWM
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Institute for Wealth Management’s NLI Holdings NL Stock Holding History

Institute for Wealth Management’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1K Buy
+2,200
New +$13.5K ﹤0.01% 1254

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Institute for Wealth Management's NL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NLI Holdings (NL) in Q2 2026: 2,200 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings.

79 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • Institute for Wealth Management held 2,200 shares of NLI Holdings worth $13.1K as of Q2 2026.
  • NLI Holdings was a new Institute for Wealth Management position in Q2 2026.
  • NLI Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1254 holding.
  • 79 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.