2 tracked 13F filers disclose a position in NEWFX as of the latest SEC 13F filings, a combined $325K 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 | Westside Investment Management, Inc. | 2K | $165K | —Held | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | 1K | $160K | —Held | 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.
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 2 funds | $41.2M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $39.1M |
| Vanguard Dividend Apprec ETFVIG | 2 funds | $34.0M |
| Vanguard High DVD Yield ETFVYM | 2 funds | $25.7M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $22.9M |
| Vanguard Ftse All-World Ex-UVEU | 2 funds | $21.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $17.8M |
| Alphabet Inc-CL AGOOGL | 2 funds | $17.0M |
| Amazon.com IncAMZN | 2 funds | $15.8M |
| Microsoft CorpMSFT | 2 funds | $14.4M |
| Alphabet Inc-CL CGOOG | 2 funds | $11.7M |
| Williams-Sonoma IncWSM | 2 funds | $11.7M |
Ranked by how many of NEWFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NEWFX.
| Class | 13F holders | Value held |
|---|---|---|
| NFFFXOPEN END TAXABLE LOAD FUND | 5 funds | $3.3M |
| FNWFXOPEN END TAXABLE NO LOAD FUND | 3 funds | $1.2M |
| 649280401NTF EQUITY FUNDS | 3 funds | $819K |
| NEWFXthis pageLOAD EQUITY FUND | 2 funds | $325K |
| RNWGXCL R-6 | 1 funds | $57.4M |
| 649280500OPEN END - LOAD FUND 529 | 1 funds | $73K |
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 NEWFX
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/NEWFX/capital-change-brief"
Use Arkolith's capital_change_brief for NEWFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for NEWFX. Filings are public domain, sourced to SEC EDGAR.