222 tracked 13F filers disclose a position in NAD as of the latest SEC 13F filings, a combined $459.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $76.3M | 6.6M | ▼−7.6% Reduced · −543K sh | Q1 2026 | |
| 2 | UBS Group AG | $36.7M | 3.2M | ▼−10.0% Reduced · −354K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $35.3M | 3.1M | ▲+19% Added · +496K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.3M | 2.6M | ▼−0.1% Reduced · −4K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $29.0M | 2.5M | ▼−4.6% Reduced · −122K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $28.7M | 2.5M | ▲+2.3% Added · +55K sh | Q1 2026 | |
| 7 | Hennion & Walsh Asset Management, Inc. | $16.6M | 1.4M | ▲+48% Added · +445K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $14.1M | 1.2M | ▲+20% Added · +201K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $14.1M | 1.2M | ▲+28% Added · +269K sh | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 1.1M | ▼−5.6% Reduced · −66K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $11.1M | 963K | ▲+7.0% Added · +63K sh | Q1 2026 | |
| 12 | Cornerstone Advisory, LLC | $9.9M | 814K | ▼−4.0% Reduced · −34K sh | Q2 2026 | |
| 13 | STIFEL FINANCIAL CORP | $8.4M | 731K | ▲+5.2% Added · +36K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $7.8M | 676K | ▲+4.4% Added · +29K sh | Q1 2026 | |
| 15 | Congress Park Capital LLC | $7.5M | 619K | ▲+2.9% Added · +18K sh | Q2 2026 | |
| 16 | Melone Private Wealth, LLC | $6.9M | 569K | ▲+41% Added · +167K sh | Q2 2026 | |
| 17 | Advisors Asset Management, Inc. | $5.7M | 492K | ▼−3.9% Reduced · −20K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 420K | ▼−5.7% Reduced · −25K sh | Q1 2026 | |
| 19 | DEUTSCHE BANK AG\ | $4.8M | 416K | —Held | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $4.5M | 388K | ▲+4.2% Added · +16K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $4.3M | 370K | ▲+12% Added · +41K sh | Q1 2026 | |
| 22 | Allianz Asset Management GmbH | $3.5M | 301K | —Held | Q1 2026 | |
| 23 | Palogic Value Management, L.P. | $3.5M | 300K | ▲+9.0% Added · +25K sh | Q1 2026 | |
| 24 | Bramshill Investments, LLC | $3.4M | 297K | ▼−88% Reduced · −2.3M sh | Q1 2026 | |
| 25 | OneDigital Investment Advisors LLC | $2.7M | 234K | ▲+11% Added · +23K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in NAD and 24 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 111 funds | $17.9B |
| MICROSOFT CORPMSFT | 111 funds | $15.8B |
| ALPHABET INC-CL AGOOGL | 111 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 111 funds | $4.9B |
| APPLE INCAAPL | 109 funds | $18.2B |
| AMAZON.COM INCAMZN | 109 funds | $9.5B |
| ALPHABET INC-CL CGOOG | 108 funds | $7.7B |
| BROADCOM INCAVGO | 108 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 107 funds | $5.2B |
| VISA INC-CLASS A SHARESV | 107 funds | $4.7B |
| ABBVIE INCABBV | 107 funds | $2.2B |
| MERCK & CO. INC.MRK | 106 funds | $1.8B |
Ranked by how many of NAD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 5, 2026 | Siffermann William A | Vice President | Buy (P) | 100 | $1K |
| Jan 2, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 6K | $77K |
| Jan 2, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 6K | $76K |
| Apr 16, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 2K | $23K |
| Mar 21, 2025 | Siffermann William A | Vice President | Buy (P) | 300 | $3K |
| Jan 15, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 800 | $9K |
| Jan 15, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 800 | $9K |
| Dec 3, 2024 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 75 | $926 |
| Dec 3, 2024 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 75 | $925 |
| Jul 2, 2024 | Robert Young L | Insider | Buy (P) | 17K | $200K |
| Apr 5, 2024 | Jones Nathaniel T. | Vice President and Treasurer | Buy (P) | 1K | $11K |
| Nov 17, 2023 | Robert Young L | Insider | Buy (P) | 16K | $169K |
Connected entities for NAD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NAD/capital-change-brief"
Use Arkolith's capital_change_brief for NAD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.