Among active 13F managers last quarter, 3 opened and 6 added, while 5 reduced; the largest holder to move was Corrado Advisors, LLC (−1.6%).
36 tracked 13F filers disclose a position in NAUG as of the latest SEC 13F filings, a combined $20.1M 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 | Commonwealth Equity Services, LLC | 108K | $3.1M | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 88K | $2.6M | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 73K | $2.1M | ▼~0% Reduced · −7 sh | Q1 2026 | |
| 4 | Corrado Advisors, LLC | 64K | $2.0M | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 5 | Sherry Group, Inc. | 37K | $1.2M | ▼−7.3% Reduced · −3K sh | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | 32K | $1.0M | ▼−39% Reduced · −20K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 32K | $922K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 8 | Truist Financial Corp | 29K | $844K | ▼−1.4% Reduced · −424 sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 27K | $794K | ▼−24% Reduced · −8K sh | Q1 2026 | |
| 10 | AE Wealth Management LLC | 24K | $704K | —Held | Q1 2026 | |
| 11 | Old Mission Capital LLC | 19K | $563K | ▲+8.4% Added · +2K sh | Q1 2026 | |
| 12 | Citadel Advisors LLC | 16K | $491K | ▲+11% Added · +2K sh | Q2 2026 | |
| 13 | Merit Financial Group, LLC | 13K | $407K | ▼−2.8% Reduced · −375 sh | Q2 2026 | |
| 14 | Phoenix Financial Ltd. | 12K | $374K | ▲+35% Added · +3K sh | Q2 2026 | |
| 15 | Alterna Wealth Management, Inc | 10K | $307K | —Held | Q2 2026 | |
| 16 | Blair William & Co | 9K | $287K | —Held | Q2 2026 | |
| 17 | Envestnet Asset Management Inc | 9K | $258K | ▲+8.9% Added · +726 sh | Q1 2026 | |
| 18 | CWC Advisors, LLC. | 9K | $270K | ▼−1.9% Reduced · −165 sh | Q2 2026 | |
| 19 | Diligent Investors, LLC | 8K | $244K | —Held | Q2 2026 | |
| 20 | Ameritas Advisory Services, LLC | 7K | $230K | ▲New +7K sh | Q2 2026 | |
| 21 | Cresset Asset Management, LLC | 7K | $229K | —Held | Q2 2026 | |
| 22 | Cornerstone Wealth, LLC | 7K | $220K | ▼−81% Reduced · −30K sh | Q2 2026 | |
| 23 | First Foundation Advisors | 7K | $216K | ▲Added Added · +7K sh | Q2 2026 | |
| 24 | MML Investors Services, LLC | 6K | $204K | ▲New +6K sh | Q2 2026 | |
| 25 | DHJJ Financial Advisors, Ltd. | 6K | $179K | ▼−0.8% Reduced · −45 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, 3 funds opened a new position in NAUG and 6 added to an existing one, while 5 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 | 18 funds | $3.9B |
| Apple IncAAPL | 17 funds | $3.9B |
| Amazon.com IncAMZN | 17 funds | $3.7B |
| Microsoft CorpMSFT | 17 funds | $2.8B |
| Broadcom IncAVGO | 17 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 17 funds | $1.7B |
| Tesla IncTSLA | 17 funds | $785.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.4B |
| JPMorgan Chase & CoJPM | 16 funds | $1.1B |
| Walmart IncWMT | 16 funds | $962.2M |
| Micron Technology IncMU | 16 funds | $944.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $886.0M |
Ranked by how many of NAUG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAUG.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 105 funds | $674.0M |
| QFLRmc | 104 funds | $333.3M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 80 funds | $61.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NAUG
This ETF 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/NAUG/capital-change-brief"
Use Arkolith's capital_change_brief for NAUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NAUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.