AE Wealth Management »

Ni Hldgs shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ni Hldgs (NODK) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ni Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ni Hldgs held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ni Hldgs by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $158k 12k 13.30
2025-09-30 $151k 11k 13.56

More positions owned by AE Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Ni Hldgs

M3F
Newtyn Management
BlackRock
Vanguard Group
TCW Group
Dimensional Fund Advisors
Geode Capital Management
Philadelphia Financial Management of San Francisco
State Street Corporation
Minerva Advisors
Orchard Capital Managment
Renaissance Technologies
Bridgeway Capital Management
Northern Trust
Fort Hoosac Management

View all funds holding Ni Hldgs