NATO

Themes Transatlantic Defense
UnclassifiedUSCUSIP 882927767◍ Confluence graph
Tracked 13F Holders
29
-14 QoQ
13F Value (tracked)
$34.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)9 adding · 2 trimming
Insider net (180d)$0

Who owns NATO?

29 tracked 13F filers

29 tracked 13F filers disclose a position in NATO as of the latest SEC 13F filings, a combined $34.2M 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.

#FundPosition valueSharesLast moveAs ofHistory
1JANE STREET GROUP, LLC
$8.7M
227K
10×
Added · +204K sh
Q1 2026
2LPL Financial LLC
$5.8M
151K
New
+151K sh
Q1 2026
3COMMONWEALTH EQUITY SERVICES, LLC
$3.5M
90K
+634%
Added · +78K sh
Q1 2026
4PRINCIPAL SECURITIES, INC.
$2.6M
63K
+195%
Added · +42K sh
Q2 2026
5Cetera Investment Advisers
$2.2M
56K
New
+56K sh
Q1 2026
6Steward Partners Investment Advisory, LLC
$2.1M
52K
10×
Added · +47K sh
Q2 2026
7MOGY JOEL R INVESTMENT COUNSEL INC
$1.8M
45K
New
+45K sh
Q2 2026
8SHP Wealth Management
$1.1M
27K
+14%
Added · +3K sh
Q2 2026
9CWM, LLC
$922K
24K
+2.6%
Added · +616 sh
Q1 2026
10Visionary Wealth Advisors
$752K
19K
+22%
Added · +3K sh
Q2 2026
11Arax Advisory Partners
$698K
17K
+0.3%
Added · +61 sh
Q2 2026
12Nautilus Advisors LLC
$651K
16K
+52%
Added · +6K sh
Q2 2026
13HighTower Advisors, LLC
$474K
12K
+101%
Added · +6K sh
Q1 2026
14TRUIST FINANCIAL CORP
$360K
9K
+24%
Added · +2K sh
Q1 2026
15PFG Advisors
$344K
8K
New
+8K sh
Q2 2026
16Federation des caisses Desjardins du Quebec
$268K
7K
+9.1%
Added · +580 sh
Q1 2026
17Capital Investment Counsel, LLC
$277K
7K
New
+7K sh
Q2 2026
18Advyzon Investment Management, LLC
$266K
7K
−3.2%
Reduced · −217 sh
Q2 2026
19CITADEL ADVISORS LLC
$251K
7K
−54%
Reduced · −8K sh
Q1 2026
20Wealthspire Advisors, LLC
$231K
6K
New
+6K sh
Q1 2026
21ROYAL BANK OF CANADA
$198K
5K
+110%
Added · +3K sh
Q1 2026
22NATIONAL BANK OF CANADA /FI/
$184K
5K
+98%
Added · +2K sh
Q1 2026
23HARBOUR INVESTMENTS, INC.
$146K
4K
New
+4K sh
Q1 2026
24UBS Group AG
$134K
3K
+53%
Added · +1K sh
Q1 2026
25OSAIC HOLDINGS, INC.
$105K
3K
New
+3K 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.

Is NATO being bought or sold by institutions?

Last quarter, 6 funds opened a new position in NATO and 3 added to an existing one, while 2 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).

Opened (NEW)
6
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Funds that own NATO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA14 funds$4.3B
APPLE INCAAPL14 funds$2.7B
AMAZON.COM INCAMZN14 funds$2.3B
MICROSOFT CORPMSFT14 funds$1.8B
ALPHABET INC-CL AGOOGL14 funds$1.4B
BROADCOM INCAVGO14 funds$1.4B
META PLATFORMS INC-CLASS AMETA14 funds$1.3B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$1.2B
ALPHABET INC-CL CGOOG14 funds$1.2B
JPMORGAN CHASE & COJPM14 funds$1.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B14 funds$873.1M
COSTCO WHOLESALE CORPCOST14 funds$792.3M

Ranked by how many of NATO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

13 funds+11 since Q4 2024
01427Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $10.6M

Share classes

Class13F holdersValue held
NATOthis pageUIT EXCHANGE TRADED29 funds$34.2M
WISEGENERATIVE ARTIF22 funds$9.9M
UNHGLEVERAGE SHS 2X16 funds$26.1M
URANURANIUM AND NUCL16 funds$3.6M
BOTTHUMANOID ROBOTIC15 funds$4.6M
AUMIGOLD MINERS ETF10 funds$8.4M
GSIBGLOBAL SYSTEMICA10 funds$6.8M
ADBGLEVERAGE SHS 2X10 funds$2.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for NATO

Browse more

Build

Ask your agent what changed in NATO

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NATO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NATO.
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 NATO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.