Among active 13F managers last quarter, 2 opened and 24 added, while 14 reduced; the largest holder to move was Guggenheim Capital LLC (+19%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
260 tracked 13F filers disclose a position in NAD as of the latest SEC 13F filings, a combined $526.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 6.6M | $76.3M | ▼−7.6% Reduced · −543K sh | Q1 2026 | |
| 2 | UBS Group AG | 3.2M | $36.7M | ▼−10.0% Reduced · −354K sh | Q1 2026 | |
| 3 | Guggenheim Capital LLC | 3.1M | $35.3M | ▲+19% Added · +496K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 2.6M | $30.3M | ▼−0.1% Reduced · −4K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 2.5M | $29.0M | ▼−4.6% Reduced · −122K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 2.5M | $28.7M | ▲+2.3% Added · +55K sh | Q1 2026 | |
| 7 | Hennion & Walsh Asset Management, Inc. | 1.4M | $16.6M | ▲+48% Added · +445K sh | Q2 2026 | |
| 8 | McGowan Group Asset Management, Inc. | 1.4M | $16.5M | ▼−1.3% Reduced · −18K sh | Q2 2026 | |
| 9 | Van Eck Associates Corp | 1.3M | $15.6M | ▲+16% Added · +178K sh | Q2 2026 | |
| 10 | Ameriprise Financial Inc | 1.2M | $14.1M | ▲+20% Added · +201K sh | Q1 2026 | |
| 11 | LPL Financial LLC | 1.2M | $14.1M | ▲+28% Added · +269K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 963K | $11.1M | ▲+7.0% Added · +63K sh | Q1 2026 | |
| 13 | Cornerstone Advisory, LLC | 814K | $9.9M | ▼−4.0% Reduced · −34K sh | Q2 2026 | |
| 14 | Eagle Bluffs Wealth Management LLC | 751K | $9.2M | ▲+1.2% Added · +9K sh | Q2 2026 | |
| 15 | Stifel Financial Corp | 731K | $8.4M | ▲+5.2% Added · +36K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | 676K | $7.8M | ▲+4.4% Added · +29K sh | Q1 2026 | |
| 17 | Congress Park Capital LLC | 619K | $7.5M | ▲+2.9% Added · +18K sh | Q2 2026 | |
| 18 | Melone Private Wealth, LLC | 569K | $6.9M | ▲+41% Added · +167K sh | Q2 2026 | |
| 19 | GFS Advisors, LLC | 527K | $7.5M | ▼−9.3% Reduced · −54K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 486K | $5.9M | ▲+25% Added · +99K sh | Q2 2026 | |
| 21 | Commonwealth Equity Services, LLC | 420K | $4.8M | ▼−5.7% Reduced · −25K sh | Q1 2026 | |
| 22 | Deutsche Bank AG | 416K | $4.8M | —Held | Q1 2026 | |
| 23 | Advisors Asset Management, Inc. | 372K | $4.5M | ▼−24% Reduced · −120K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 370K | $4.3M | ▲+12% Added · +41K sh | Q1 2026 | |
| 25 | Savant Capital, LLC | 368K | $4.3M | ▲+101% Added · +185K sh | Q2 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, 2 funds opened a new position in NAD and 24 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 138 funds | $16.5B |
| Nvidia CorpNVDA | 137 funds | $33.7B |
| Alphabet Inc-CL AGOOGL | 136 funds | $10.5B |
| Amazon.com IncAMZN | 134 funds | $10.7B |
| JPMorgan Chase & CoJPM | 134 funds | $5.1B |
| Apple IncAAPL | 133 funds | $20.0B |
| Broadcom IncAVGO | 132 funds | $12.1B |
| Alphabet Inc-CL CGOOG | 130 funds | $8.3B |
| Visa Inc-Class A SharesV | 130 funds | $5.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 128 funds | $6.1B |
| Meta Platforms Inc-Class AMETA | 128 funds | $5.2B |
| Abbvie IncABBV | 128 funds | $2.3B |
Ranked by how many of NAD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAD.
| 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 | 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 | 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 | Sell (S) | 800 | $9K |
| Jan 15, 2025 | Bank Of America Corp /De/ | 10% Owner | Buy (P) | 800 | $9K |
| Dec 3, 2024 | Bank Of America Corp /De/ | 10% Owner | Buy (P) | 75 | $925 |
| Dec 3, 2024 | Bank Of America Corp /De/ | 10% Owner | Sell (S) | 75 | $926 |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.