Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
4 tracked 13F filers disclose a position in NEFFX as of the latest SEC 13F filings, a combined $1.9M 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 | Keystone Financial Group | 14K | $1.2M | —Held | Q2 2026 | |
| 2 | Great Lakes Advisors, LLC | 7K | $622K | —Held | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 799 | $55K | ▲New +799 sh | Q1 2026 | |
| 4 | Kelleher Financial Advisors | 249 | $23K | ▲+101% Added · +125 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 NEFFX, 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 | 3 funds | $597.7M |
| Amazon.com IncAMZN | 3 funds | $549.7M |
| Microsoft CorpMSFT | 3 funds | $434.6M |
| JPMorgan Chase & CoJPM | 3 funds | $388.4M |
| Alphabet Inc-CL AGOOGL | 3 funds | $253.5M |
| Nvidia CorpNVDA | 3 funds | $237.0M |
| Merck & Co. Inc.MRK | 3 funds | $207.9M |
| Bank Of America CorpBAC | 3 funds | $206.2M |
| RTX CorpRTX | 3 funds | $195.0M |
| Linde PLCLIN | 3 funds | $194.8M |
| Micron Technology IncMU | 3 funds | $181.1M |
| Goldman Sachs Group IncGS | 3 funds | $179.7M |
Ranked by how many of NEFFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NEFFX.
| Class | 13F holders | Value held |
|---|---|---|
| NEFFXthis pageOPEN END TAXABLE LOAD FUND | 4 funds | $1.9M |
| ANEFXMF | 2 funds | $369K |
| 643822778OPEN END TAXABLE NO LOAD FUND | 1 funds | $229K |
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 NEFFX
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/NEFFX/capital-change-brief"
Use Arkolith's capital_change_brief for NEFFX. 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 NEFFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.