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/NLR/capital-change-brief"
Use Arkolith's capital_change_brief for NLR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $302.5M | 2.3M | ▲+21% Added · +400K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $167.6M | 1.3M | ▲+11% Added · +125K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $153.0M | 1.1M | ▲+32% Added · +279K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $81.5M | 612K | ▲+14% Added · +76K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $68.1M | 511K | ▲+59% Added · +189K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $62.7M | 471K | ▲+18% Added · +70K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $54.9M | 412K | ▲+7.4% Added · +28K sh | Q1 2026 | |
| 8 | UBS Group AG | $49.9M | 374K | ▼~0% Reduced · −170 sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $38.2M | 287K | ▲+15% Added · +37K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $34.9M | 262K | ▲+107% Added · +135K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $32.8M | 246K | ▲+28% Added · +53K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $29.9M | 225K | ▲+18% Added · +35K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $25.0M | 188K | ▲+13% Added · +21K sh | Q1 2026 | |
| 14 | Lloyd Harbor Capital Management, LLC | $24.6M | 185K | ▲New +185K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $23.8M | 183K | ▲+34% Added · +46K sh | Q1 2026 | |
| 16 | VAN ECK ASSOCIATES CORP | Withheld | 180K | ▲+142% Added · +105K sh | Q1 2026 | |
| 17 | StoneX Group Inc. | $21.4M | 161K | ▲25× Added · +154K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $19.7M | 148K | ▲+5.2% Added · +7K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $16.1M | 121K | ▲+16% Added · +17K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 108K | ▲+33% Added · +27K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $13.7M | 103K | ▲53× Added · +101K sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $11.6M | 87K | ▲+12% Added · +9K sh | Q1 2026 | |
| 23 | KCM INVESTMENT ADVISORS LLC | $11.5M | 86K | ▲+53% Added · +30K sh | Q1 2026 | |
| 24 | Itau Unibanco Holding S.A. | $11.3M | 85K | ▲+0.2% Added · +209 sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $10.5M | 79K | ▲+22% Added · +14K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 147 funds | $27.7B |
| ELI LILLY & COLLY | 147 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 147 funds | $6.8B |
| COSTCO WHOLESALE CORPCOST | 147 funds | $6.5B |
| AMAZON.COM INCAMZN | 146 funds | $21.7B |
| BROADCOM INCAVGO | 146 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 146 funds | $12.5B |
| JPMORGAN CHASE & COJPM | 146 funds | $12.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 146 funds | $6.5B |
| MICRON TECHNOLOGY INCMU | 146 funds | $5.5B |
| CHEVRON CORPCVX | 146 funds | $5.2B |
| HOME DEPOT INCHD | 146 funds | $5.1B |
Ranked by how many of NLR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NLR. 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.