NDIV Institutional Ownership & Shareholders
AMP EGY&NAT RE COV CAL-USDIN (NDIV) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.39M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Paller Financial Services Inc is currently the largest disclosed institutional shareholder of NDIV tracked by InsiderSet, reporting ownership valued at approximately $4.76M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.01M, representing an estimated gain of +5.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NDIV value among the investors covered in this analysis. Major shareholders include Paller Financial Services Inc, Pasadena Private Wealth, Llc, Cap Partners, Llc, and several other long-term asset managers with concentrated positions in AMP EGY&NAT RE COV CAL-USDIN (NDIV).
This page ranks the largest institutional NDIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$9.39M
Largest Holder
Paller Financial Services Inc
Largest Position
$4.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Paller Financial Services Inc | 3.65% | 144,770 | $4,755,622 | $5,009,042 | +$253,420 | +5.33% | |
| Pasadena Private Wealth, Llc | 0.12% | 28,600 | $914,628 | $989,560 | +$74,932 | +8.19% | |
| Cap Partners, Llc | 0.41% | 26,967 | $885,854 | $933,058 | +$47,204 | +5.33% | |
| Goldman Sachs Group Inc | 0.00% | 20,467 | $654,535 | $708,158 | +$53,623 | +8.19% | |
| Osaic Holdings, Inc. | 0.00% | 19,886 | $635,946 | $688,056 | +$52,110 | +8.19% | |
| Nwf Advisory Services Inc. | 0.05% | 17,320 | $568,956 | $599,272 | +$30,316 | +5.33% | |
| Susquehanna International Group, Llp | 0.00% | 13,568 | $433,905 | $469,453 | +$35,548 | +8.19% | |
| Arax Advisory Partners | 0.00% | 7,748 | $247,766 | $268,081 | +$20,315 | +8.20% | |
| Hilltop Holdings Inc. | 0.02% | 6,479 | $207,183 | $224,173 | +$16,990 | +8.20% | |
| Parallel Advisors, Llc | 0.00% | 1,700 | $55,844 | $58,820 | +$2,976 | +5.33% | |
| Us Bancorp \De\ | 0.00% | 750 | $23,985 | $25,950 | +$1,965 | +8.19% | |
| Morgan Stanley | 0.00% | 134 | $4,306 | $4,636 | +$330 | +7.67% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 30 | $986 | $1,038 | +$52 | +5.27% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about NDIV
Who are the largest institutional holders of NDIV?
The largest institutional holders of NDIV reported in the latest SEC Form 13F filings include Paller Financial Services Inc, Pasadena Private Wealth, Llc, Cap Partners, Llc, Goldman Sachs Group Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported NDIV position.
What is NDIV institutional ownership?
This page tracks NDIV positions reported by institutional investment managers through SEC Form 13F. AMP EGY&NAT RE COV CAL-USDIN (NDIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NDIV?
InsiderSet currently tracks 14 institutional managers reporting NDIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NDIV shareholders.
How much NDIV stock do institutions own?
Institutional investment managers disclosed approximately $9.39M in NDIV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NDIV institutional ownership last updated?
The latest NDIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NDIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NDIV position after the reporting date.
Are institutions buying or selling NDIV?
Institutional buying and selling can be analyzed by comparing NDIV positions across consecutive 13F reporting periods. InsiderSet's NDIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NDIV ownership changes.
How has NDIV institutional ownership changed over time?
InsiderSet tracks NDIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.