The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query NAD owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NAD"
Use Arkolith to show who owns NAD, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | AMERIPRISE FINANCIAL INC | $14.1M | 1.2M | ▲+20% Added · +201K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $14.1M | 1.2M | ▲+28% Added · +269K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $11.1M | 963K | ▲+7.0% Added · +63K sh | Q1 2026 | |
| 10 | Hennion & Walsh Asset Management, Inc. | $10.7M | 928K | ▲+34% Added · +233K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $8.4M | 731K | ▲+5.2% Added · +36K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $7.8M | 676K | ▲+4.4% Added · +29K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $5.7M | 492K | ▼−3.9% Reduced · −20K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 420K | ▼−5.7% Reduced · −25K sh | Q1 2026 | |
| 15 | DEUTSCHE BANK AG\ | $4.8M | 416K | —Held | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $4.5M | 388K | ▲+4.2% Added · +16K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $4.3M | 370K | ▲+12% Added · +41K sh | Q1 2026 | |
| 18 | Allianz Asset Management GmbH | $3.5M | 301K | —Held | Q1 2026 | |
| 19 | Bramshill Investments, LLC | $3.4M | 297K | ▼−88% Reduced · −2.3M sh | Q1 2026 | |
| 20 | OneDigital Investment Advisors LLC | $2.7M | 234K | ▲+11% Added · +23K sh | Q1 2026 | |
| 21 | Fiera Capital Corp | $2.5M | 222K | ▲New +222K sh | Q1 2026 | |
| 22 | Cerity Partners LLC | $2.4M | 211K | ▼−3.6% Reduced · −8K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $2.2M | 191K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $2.2M | 191K | ▲+76% Added · +83K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $2.1M | 187K | ▲+4.4% Added · +8K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | WELLS FARGO & COMPANY/MN | 10% Owner | Other (J) | 750 | — |
| Mar 11, 2026 | WELLS FARGO & COMPANY/MN | 10% Owner | Other (J) | 500 | — |
| Mar 5, 2026 | Siffermann William A | Vice President | Buy (P) | 100 | $1K |
| Jan 2, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 6K | $76K |
| Jan 2, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 6K | $77K |
| Apr 16, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Disposed to issuer (D) | 2K | $23K |
| 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 9, 2024 | WELLS FARGO & COMPANY/MN | 10% Owner | Other (J) | 350 | — |
| Dec 3, 2024 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 75 | $926 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 81 funds | $17.4B |
| BROADCOM INCAVGO | 81 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 81 funds | $7.5B |
| JOHNSON & JOHNSONJNJ | 81 funds | $6.7B |
| EXXON MOBIL CORPXOM | 81 funds | $4.3B |
| ABBVIE INCABBV | 81 funds | $3.0B |
| CHEVRON CORPCVX | 81 funds | $3.0B |
| PEPSICO INCPEP | 81 funds | $2.2B |
| MERCK & CO. INC.MRK | 81 funds | $1.9B |
| AT&T INCT | 81 funds | $1.4B |
| APPLE INCAAPL | 80 funds | $21.0B |
| NVIDIA CORPNVDA | 80 funds | $17.3B |
Ranked by how many of NAD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.