Among active 13F managers last quarter, 1 opened and 2 added, while 3 reduced; the largest holder to move was Caldwell Sutter Capital, Inc. (−0.1%). No open-market insider trades in the last 180 days.
No leg leans either way.
20 tracked 13F filers disclose a position in NAII as of the latest SEC 13F filings, a combined $4.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Caldwell Sutter Capital, Inc. | 498K | $1.2M | ▼−0.1% Reduced · −572 sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 355K | $933K | ▼−7.7% Reduced · −30K sh | Q1 2026 | |
| 3 | Renaissance Technologies LLC | 291K | $766K | ▼−3.8% Reduced · −11K sh | Q1 2026 | |
| 4 | Morgan Stanley | 268K | $705K | ▲+13% Added · +31K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 211K | $504K | —Held | Q2 2026 | |
| 6 | Citadel Advisors LLC | 76K | $181K | ▲+73% Added · +32K sh | Q2 2026 | |
| 7 | Bridgeway Capital Management, LLC | 61K | $147K | ▼−18% Reduced · −14K sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | 44K | $105K | ▲+267% Added · +32K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 44K | $105K | ▼−17% Reduced · −9K sh | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 27K | $65K | —Held | Q2 2026 | |
| 11 | Empowered Funds, LLC | 25K | $66K | ▲New +25K sh | Q1 2026 | |
| 12 | State Street Corp | 12K | $28K | —Held | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | 10K | $24K | —Held | Q2 2026 | |
| 14 | James Investment Research, Inc. | 10K | $24K | —Held | Q2 2026 | |
| 15 | Vanguard Global Advisers, LLC | 3K | $7K | —Held | Q2 2026 | |
| 16 | Citigroup Inc | 2K | $5K | ▲2k× Added · +2K sh | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | 1K | $3K | ▲+2.7% Added · +29 sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 31 | $0 | ▼−68% Reduced · −65 sh | Q1 2026 | |
| 19 | SBI Securities Co., Ltd. | 5 | $12 | —Held | Q2 2026 | |
| 20 | Huntington National Bank | 1 | $2 | —Held | 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, 1 fund opened a new position in NAII and 2 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 8 funds | $3.9B |
| Apple IncAAPL | 8 funds | $3.6B |
| Microsoft CorpMSFT | 8 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.7B |
| Broadcom IncAVGO | 8 funds | $1.7B |
| Eli Lilly & CoLLY | 8 funds | $1.4B |
| Chevron CorpCVX | 8 funds | $1.2B |
| JPMorgan Chase & CoJPM | 8 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 8 funds | $1.0B |
| Mastercard Inc - AMA | 8 funds | $956.1M |
| Tesla IncTSLA | 8 funds | $868.1M |
| Netflix IncNFLX | 8 funds | $772.3M |
Ranked by how many of NAII's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAII.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 6, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 532 | $1K |
| Mar 5, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 218 | $600 |
| Mar 4, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 500 | $1K |
| Mar 2, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 500 | $1K |
| Feb 27, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) 2 lots, same day | 750 | $2K |
| Feb 26, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 500 | $1K |
| Feb 25, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 500 | $1K |
| Feb 24, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 1K | $3K |
| Feb 23, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 750 | $2K |
| Feb 20, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 250 | $665 |
| Feb 19, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 2K | $4K |
| Feb 18, 2026 | Ledoux Mark A | CEO/Chairman, Director, 10% Owner | Buy (P) | 500 | $1K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 5 | 6 | – |
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 NAII
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/NAII/capital-change-brief"
Use Arkolith's capital_change_brief for NAII. 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 NAII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.