The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query NBH owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NBH"
Use Arkolith to show who owns NBH, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $20.7M | 2.0M | ▲+17% Added · +295K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $13.6M | 1.3M | ▲+16% Added · +185K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | $10.2M | 1.0M | —Held | Q1 2026 | |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $9.4M | 930K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $7.5M | 736K | ▼−3.3% Reduced · −25K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $7.4M | 726K | ▼−1.6% Reduced · −12K sh | Q1 2026 | |
| 7 | MACKAY SHIELDS LLC | $6.3M | 623K | ▼−49% Reduced · −610K sh | Q1 2026 | |
| 8 | UBS Group AG | $4.8M | 473K | ▲+6.0% Added · +27K sh | Q1 2026 | |
| 9 | Hennion & Walsh Asset Management, Inc. | $2.2M | 219K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 10 | Fiera Capital Corp | $1.6M | 156K | ▼−46% Reduced · −131K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 128K | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.0M | 102K | ▲+20% Added · +17K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $898K | 88K | ▲+0.3% Added · +308 sh | Q1 2026 | |
| 14 | Karpus Management, Inc. | $843K | 83K | ▲+22% Added · +15K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $814K | 80K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 16 | RIVERBRIDGE PARTNERS LLC | $793K | 78K | ▲+18% Added · +12K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $779K | 77K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 18 | Summit Trail Advisors, LLC | $689K | 68K | ▲New +68K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $579K | 57K | ▼−14% Reduced · −9K sh | Q1 2026 | |
| 20 | Bridgewater Advisors Inc. | $526K | 51K | —Held | Q1 2026 | |
| 21 | Plancorp, LLC | $509K | 50K | —Held | Q1 2026 | |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $466K | 46K | ▼−0.8% Reduced · −354 sh | Q1 2026 | |
| 23 | HORIZON KINETICS ASSET MANAGEMENT LLC | $420K | 41K | —Held | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $407K | 40K | ▼−1.2% Reduced · −505 sh | Q1 2026 | |
| 25 | Nuveen, LLC | $379K | 37K | ▲+16% Added · +5K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 18, 2024 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 800 | $9K |
| Nov 18, 2024 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 800 | $9K |
| Dec 8, 2016 | BOFA SECURITIES, INC. | 10% Owner | Sell (S) | 1 | $15 |
| Aug 23, 2016 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 1 | $17 |
| Jul 7, 2016 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 200 | $3K |
| Jul 7, 2016 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 100 | $2K |
| Jul 7, 2016 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 750 | $13K |
| Jul 7, 2016 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 200 | $3K |
| Jul 5, 2016 | BOFA SECURITIES, INC. | 10% Owner | Sell (S) | 1K | $21K |
| Jun 9, 2015 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 10 | $147 |
| Jun 8, 2015 | BOFA SECURITIES, INC. | 10% Owner | Sell (S) | 10 | $148 |
| Dec 11, 2014 | BOFA SECURITIES, INC. | 10% Owner | Buy (P) | 2K | $31K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 24 funds | $8.8B |
| APPLE INCAAPL | 23 funds | $9.9B |
| ALPHABET INC-CL AGOOGL | 22 funds | $7.2B |
| AMAZON.COM INCAMZN | 22 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $6.4B |
| JOHNSON & JOHNSONJNJ | 22 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 22 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 22 funds | $2.1B |
| ELI LILLY & COLLY | 22 funds | $2.1B |
| ABBVIE INCABBV | 22 funds | $1.4B |
| ANALOG DEVICES INCADI | 22 funds | $1.1B |
| UNITEDHEALTH GROUP INCUNH | 22 funds | $1.1B |
Ranked by how many of NBH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NBH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.