62 tracked 13F filers disclose a position in NBH as of the latest SEC 13F filings, a combined $101.6M 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 | 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 | UBS Group AG | $4.8M | 473K | ▲+6.0% Added · +27K sh | Q1 2026 | |
| 8 | Rareview Capital LLC | $3.9M | 397K | ▼−14% Reduced · −66K sh | Q2 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 280K | ▲+13% Added · +33K sh | Q1 2026 | |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $2.0M | 189K | ▼−8.3% Reduced · −17K sh | Q2 2026 | |
| 11 | Hennion & Walsh Asset Management, Inc. | $1.7M | 160K | ▼−27% Reduced · −59K sh | Q2 2026 | |
| 12 | Fiera Capital Corp | $1.6M | 156K | ▼−46% Reduced · −131K sh | Q1 2026 | |
| 13 | Worthington Financial Partners, LLC | $1.4M | 135K | ▼−6.2% Reduced · −9K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 128K | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 15 | Atala Financial Inc | $1.1M | 107K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $1.0M | 102K | ▲+20% Added · +17K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $898K | 88K | ▲+0.3% Added · +308 sh | Q1 2026 | |
| 18 | Karpus Management, Inc. | $843K | 83K | ▲+22% Added · +15K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $814K | 80K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $779K | 77K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 21 | Noble Wealth Management PBC | $798K | 76K | ▲+0.4% Added · +316 sh | Q2 2026 | |
| 22 | RIVERBRIDGE PARTNERS LLC | $797K | 76K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 23 | Summit Trail Advisors, LLC | $689K | 68K | ▲New +68K sh | Q1 2026 | |
| 24 | Ackerman Capital Advisors, LLC | $608K | 58K | ▼−17% Reduced · −12K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | $579K | 57K | ▼−14% Reduced · −9K 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.
Last quarter, 4 funds opened a new position in NBH and 7 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 28 funds | $18.9B |
| APPLE INCAAPL | 25 funds | $22.1B |
| ELI LILLY & COLLY | 25 funds | $5.2B |
| BROADCOM INCAVGO | 24 funds | $12.1B |
| ALPHABET INC-CL AGOOGL | 24 funds | $11.6B |
| VISA INC-CLASS A SHARESV | 24 funds | $2.7B |
| NVIDIA CORPNVDA | 23 funds | $26.2B |
| AMAZON.COM INCAMZN | 23 funds | $13.3B |
| JPMORGAN CHASE & COJPM | 23 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 23 funds | $3.9B |
| COSTCO WHOLESALE CORPCOST | 23 funds | $3.6B |
| CHEVRON CORPCVX | 23 funds | $2.3B |
Ranked by how many of NBH's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for NBH
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/NBH/capital-change-brief"
Use Arkolith's capital_change_brief for NBH. 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 NBH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.