greeksoup/ stock research

Newsmax Inc. 13F holders

234 funds reported a position in Newsmax Inc. in their 13F for the quarter ended 30 June 2026, together 36.8 million shares worth $304.8 million. Against the quarter before, 35 opened a position, 67 added, 37 trimmed and 28 sold out; together they bought a net 4.4 million shares. The largest holders: Greenwich Wealth Management LLC, BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding234+13 on Q1 2026
Shares they held36.8Mworth $304.8 million
Net bought on the quarter4.4M sharesabout $36.4 million at the funds' values
Funds buying to selling102 to 65opened or added, to cut or sold
Opened 35Added 67Held 91Trimmed 37Sold out 28
Opened: 35 fundsAdded: 67 fundsHeld: 91 fundsTrimmed: 37 fundsSold out: 28 funds

What each fund did in NMAX against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q2 2025: 162 funds, 3.4 million shares162Q2 2025Q3 2025: 190 funds, 3.9 million shares190Q3 2025Q4 2025: 200 funds, 30.9 million shares200Q4 2025Q1 2026: 221 funds, 32.4 million shares221Q1 2026Q2 2026: 234 funds, 36.8 million shares234Q2 2026

Funds reporting a position in NMAX in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 64 reported a position in Newsmax Inc.: 4 opened one, 11 added, 1 trimmed and 13 sold out, a net 30,882 shares sold.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 5 reported a position in Newsmax Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 640,104 shares worth $5.3 million, 0.0% of its reported book. New this quarter: Millennium Management, Point72 Asset Management. In the quarter, 4 funds added or opened a position and 1 trimmed or sold out; together they bought a net 765,010 shares, about $6.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management640,104$5.3 million0.0%+53,165added30 June 202613F
Citadel Advisors365,833$3.0 million0.0%+201,480added30 June 202613F
Millennium Management306,914$2.5 million0.0%+306,914new30 June 202613F
Point72 Asset Management205,413$1.7 million0.0%+205,413new30 June 202613F
FMR LLC26,534$219,7020.0%-1,962trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Greenwich Wealth Management LLC22,795,35261.93%$188.7 million6.87%no change13F
BlackRock, Inc.2,820,4127.66%$23.4 million0.00%+290,46313F
Vanguard Capital Management LLC1,464,0213.98%$12.1 million0.00%new13F
AQR Capital Management LLC1,342,3613.65%$11.1 million0.00%+910,27013F
State Street Corp.775,3552.11%$6.4 million0.00%+97,06413F
Geode Capital Management, LLC640,1041.74%$5.3 million0.00%+53,16513F
Goldman Sachs Group Inc.549,2271.49%$4.5 million0.00%-449,33913F
Vanguard Portfolio Management LLC487,6921.32%$4.0 million0.00%+214,73013F
HRT Financial LP394,7481.07%$3.3 million0.01%new13F
Citadel Advisors LLC365,8330.99%$3.0 million0.00%+201,48013F
Millennium Management LLC306,9140.83%$2.5 million0.00%new13F
Northern Trust Corp.286,3200.78%$2.4 million0.00%+34,71813F
Point72 Asset Management, L.P.205,4130.56%$1.7 million0.00%new13F
Morgan Stanley182,2190.50%$1.5 million0.00%+59,54813F
Ieq Capital, LLC179,2760.49%$1.5 million0.01%+109,60413F
LPL Financial LLC176,1630.48%$1.5 million0.00%-76,54613F
Denver PWM, LLC107,7410.29%$1.2 million0.38%no change13F
Creative Planning136,6960.37%$1.1 million0.00%+41,14813F
XTX Topco Ltd129,8920.35%$1.1 million0.01%+60,33713F
Charles Schwab Investment Management Inc.123,4560.34%$1.0 million0.00%+11,93513F
UBS Group AG107,0700.29%$886,5390.00%-1,80713F
Osaic Holdings, Inc.104,5260.28%$865,4520.00%+3,61513F
Trexquant Investment LP101,7020.28%$842,0930.01%new13F
Bank of New York Mellon Corp98,3540.27%$814,3690.00%-12,42113F
Vanguard Fiduciary Trust Co.87,1320.24%$721,4530.00%+68,91913F
Swiss National Bank85,7000.23%$709,5960.00%new13F
Cerity Partners LLC82,8040.22%$685,6180.00%+58,92313F
Mariner, LLC78,9390.21%$653,5870.00%+40,08313F
Nuveen, LLC75,4190.20%$624,4690.00%+6,31813F
Raymond James Financial Inc.73,3500.20%$607,3380.00%-14,78713F
Wealth Enhancement Advisory Services, LLC73,7790.20%$607,2050.00%+25,91913F
Centiva Capital, LP67,5130.18%$559,0080.02%+23,97213F
Group One Trading LLC63,4240.17%$525,1510.01%+8,03913F
Arax Advisory Partners62,1420.17%$514,5360.00%+40,05013F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC58,3520.16%$483,1550.00%new13F
Wells Fargo & Company55,3220.15%$458,0660.00%+26,77913F
Rhumbline Advisers52,7920.14%$437,1080.00%+19,02413F
Mercer Global Advisors Inc.51,3730.14%$425,3680.00%+19,29413F
Jane Street Group, LLC50,4030.14%$417,3370.00%-16,01313F
Deutsche Bank AG50,1700.14%$415,4070.00%+10,50713F
Bank of America Corp.49,6500.13%$411,1020.00%-12,60313F
Commonwealth Equity Services, LLC47,0960.13%$389,9500.00%+6,35113F
Mirabella Financial Services LLP46,5660.13%$385,5660.04%new13F
California State Teachers Retirement System46,1840.13%$382,4040.00%+43,61313F
Kestra Advisory Services, LLC45,4200.12%$376,0780.00%+3,67313F
Cambridge Investment Research Advisors, Inc.45,1040.12%$374,0000.00%+22,67813F
AllianceBernstein L.P.71,4000.19%$372,7080.00%+35,40013F
Captrust Financial Advisors43,2890.12%$358,4330.00%+10,47813F
Kieckhefer Group LLC42,5000.12%$351,9000.14%new13F
Price T Rowe Associates Inc.39,4790.11%$327,0000.00%+6,62713F
The 50 largest of the 234 funds that reported a position in NMAX in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on NMAX

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsPuts106,000$877,68030 June 202613F
Citadel AdvisorsCalls104,800$867,74430 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.

Fails to deliver

Settlement dateShares failedPriceFile
31 August 20261,097$10.71SEC
28 August 20264,751$10.48SEC
26 August 202615,379$10.91SEC
21 August 20261,093$10.87SEC
20 August 2026486$10.91SEC
19 August 20266,950$11.43SEC
18 August 20267,200$10.36SEC
17 August 20261,885$10.87SEC
14 August 2026454$9.49SEC
6 August 2026300$8.41SEC
3 August 2026277$7.71SEC
24 July 2026245$7.75SEC
23 July 20261,782$8.01SEC
22 July 20263,111$8.16SEC
21 July 20263,000$8.19SEC
20 July 20263,000$8.36SEC
16 July 2026993$8.49SEC
15 July 202611,708$8.31SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 15,379 on 26 August 2026. A fail is an operational fact about settlement, not a position.