Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Diversify Advisory Services, LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
33 tracked 13F filers disclose a position in NAZ as of the latest SEC 13F filings, a combined $14.4M 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 | 204K | $2.4M | ▼−5.8% Reduced · −12K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 197K | $2.4M | ▲+16% Added · +28K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 150K | $1.8M | ▲+24% Added · +29K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 101K | $1.2M | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 5 | Western Wealth Management, LLC | 53K | $662K | ▲+1.3% Added · +701 sh | Q2 2026 | |
| 6 | Stifel Financial Corp | 40K | $478K | ▲+0.4% Added · +162 sh | Q1 2026 | |
| 7 | Bank Of America Corp | 40K | $475K | ▲+0.9% Added · +366 sh | Q1 2026 | |
| 8 | Integrity Alliance, LLC. | 39K | $486K | —Held | Q2 2026 | |
| 9 | Raymond James Financial Inc | 37K | $446K | ▼−4.7% Reduced · −2K sh | Q1 2026 | |
| 10 | Kingswood Wealth Advisors, LLC | 36K | $453K | ▲+45% Added · +11K sh | Q2 2026 | |
| 11 | Diversify Wealth Management, LLC | 28K | $343K | —Held | Q2 2026 | |
| 12 | Diversify Advisory Services, LLC | 28K | $343K | ▲New +28K sh | Q2 2026 | |
| 13 | Bartlett & Co. Wealth Management LLC | 26K | $331K | —Held | Q2 2026 | |
| 14 | Independent Financial Group, LLC | 26K | $320K | ▲+13% Added · +3K sh | Q2 2026 | |
| 15 | IHT Wealth Management, LLC | 25K | $317K | ▼−49% Reduced · −24K sh | Q2 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | 22K | $271K | ▲New +22K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 19K | $231K | ▲+2.9% Added · +541 sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | 18K | $220K | —Held | Q2 2026 | |
| 19 | Shufro Rose & Co LLC | 18K | $219K | ▼−36% Reduced · −10K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 15K | $178K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 21 | Plan Group Financial, LLC | 12K | $149K | —Held | Q2 2026 | |
| 22 | Stratos Wealth Partners, LTD. | 11K | $138K | —Held | Q2 2026 | |
| 23 | Staley Capital Advisers Inc | 10K | $125K | —Held | Q2 2026 | |
| 24 | Allworth Financial LP | 9K | $104K | —Held | Q1 2026 | |
| 25 | Brooklyn FI, LLC | 7K | $86K | ▲New +7K 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 NAZ and 1 added to an existing one, while 1 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 | 10 funds | $830.0M |
| Apple IncAAPL | 10 funds | $662.4M |
| Ishares Core S&P 500 ETFIVV | 10 funds | $471.7M |
| Microsoft CorpMSFT | 10 funds | $450.8M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $425.3M |
| Amazon.com IncAMZN | 10 funds | $424.1M |
| Alphabet Inc-CL CGOOG | 10 funds | $420.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $408.2M |
| Vanguard S&P 500 ETFVOO | 10 funds | $406.4M |
| Broadcom IncAVGO | 10 funds | $271.7M |
| JPMorgan Chase & CoJPM | 10 funds | $267.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $230.1M |
Ranked by how many of NAZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 28, 2011 | Citigroup Inc | 10% Owner | Buy (P) | 280 | $28.0M |
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 | 11 | 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 NAZ
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/NAZ/capital-change-brief"
Use Arkolith's capital_change_brief for NAZ. 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 NAZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.