Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Red Reef Advisors LLC (+46%).
12 tracked 13F filers disclose a position in NBFR as of the latest SEC 13F filings, a combined $6.8M 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 | Visionary Wealth Advisors | 59K | $1.6M | ▲+186% Added · +38K sh | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 49K | $1.2M | ▲New +49K sh | Q1 2026 | |
| 3 | Winnacle Wealth LLC | 40K | $1.1M | ▲+6.0% Added · +2K sh | Q2 2026 | |
| 4 | Daymark Wealth Partners, LLC | 33K | $898K | ▲+45% Added · +10K sh | Q2 2026 | |
| 5 | Elmwood Wealth Management, Inc. | 27K | $734K | ▲+50% Added · +9K sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 25K | $609K | ▲New +25K sh | Q1 2026 | |
| 7 | Keystone Wealth Services, LLC | 20K | $543K | ▲New +20K sh | Q2 2026 | |
| 8 | UBS Group AG | 3K | $72K | ▲New +3K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 2K | $54K | ▲New +2K sh | Q2 2026 | |
| 10 | Red Reef Advisors LLC | 416 | $11K | ▲+46% Added · +131 sh | Q2 2026 | |
| 11 | IFP Advisors, Inc | 200 | $5K | —Held | Q2 2026 | |
| 12 | Bullseye Investment Management, LLC | 57 | $2K | ▲New +57 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, 1 fund opened a new position in NBFR and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 2 funds | $142.1M |
| Nvidia CorpNVDA | 2 funds | $138.1M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $80.4M |
| Amazon.com IncAMZN | 2 funds | $79.8M |
| Microsoft CorpMSFT | 2 funds | $68.3M |
| Alphabet Inc-CL CGOOG | 2 funds | $66.5M |
| Vanguard Growth ETFVUG | 2 funds | $64.0M |
| Alphabet Inc-CL AGOOGL | 2 funds | $62.5M |
| Advanced Micro DevicesAMD | 2 funds | $48.4M |
| Ste STR SPDR PT DW EU ETFSPDW | 2 funds | $47.7M |
| Vanguard S&P 500 ETFVOO | 2 funds | $44.5M |
| Ishares 7-10 Year Treasury BIEF | 2 funds | $44.2M |
Ranked by how many of NBFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NBFR.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 NBFR
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/NBFR/capital-change-brief"
Use Arkolith's capital_change_brief for NBFR. 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 NBFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.