| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 108K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $2.6M | 88K | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $2.1M | 73K | ▼~0% Reduced · −7 sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $1.5M | 53K | ▲+102% Added · +27K sh | Q1 2026 | |
| 5 | Cornerstone Wealth, LLC/TN | $1.1M | 37K | ▲New +37K sh | Q1 2026 | |
| 6 | Sherry Group, Inc. | $1.2M | 37K | ▼−7.3% Reduced · −3K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $922K | 32K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $844K | 29K | ▼−1.4% Reduced · −424 sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $794K | 27K | ▼−24% Reduced · −8K sh | Q1 2026 | |
| 10 | AE Wealth Management LLC | $704K | 24K | —Held | Q1 2026 | |
| 11 | OLD MISSION CAPITAL LLC | $563K | 19K | ▲+8.4% Added · +2K sh | Q1 2026 | |
| 12 | Brown Financial Advisors | $423K | 15K | ▼−1.6% Reduced · −240 sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $403K | 14K | ▲New +14K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | $407K | 13K | ▼−2.8% Reduced · −375 sh | Q2 2026 | |
| 15 | Trek Financial, LLC | $350K | 12K | —Held | Q1 2026 | |
| 16 | ALTERNA WEALTH MANAGEMENT, INC | $307K | 10K | —Held | Q2 2026 | |
| 17 | BLAIR WILLIAM & CO/IL | $262K | 9K | —Held | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $258K | 9K | ▲+8.9% Added · +726 sh | Q1 2026 | |
| 19 | Phoenix Financial Ltd. | $253K | 9K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 20 | Cresset Asset Management, LLC | $209K | 7K | —Held | Q1 2026 | |
| 21 | Tradition Wealth Management, LLC | $203K | 7K | ▼−43% Reduced · −5K sh | Q1 2026 | |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $67K | 2K | —Held | Q1 2026 | |
| 23 | IFP Advisors, Inc | $51K | 2K | ▲+80% Added · +715 sh | Q2 2026 | |
| 24 | Advisory Services Network, LLC | $19K | 650 | ▲New +650 sh | Q1 2026 | |
| 25 | Keating Financial Advisory Services, Inc. | $18K | 620 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $8.5B |
| NVIDIA CORPNVDA | 13 funds | $5.9B |
| AMAZON.COM INCAMZN | 13 funds | $4.9B |
| MICROSOFT CORPMSFT | 13 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 13 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.3B |
| BROADCOM INCAVGO | 13 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $1.6B |
Ranked by how many of NAUG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.