| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $29.9M | 224.9K | Added | Q1 2026 |
| 2 | StoneX Group Inc. | $21.4M | 160.6K | Added | Q1 2026 |
| 3 | Private Advisor Group, LLC | $19.7M | 147.7K | Added | Q1 2026 |
| 4 | NewEdge Advisors, LLC | $16.1M | 121.1K | New | Q1 2026 |
| 5 | ASSETMARK, INC | $11.6M | 86.9K | Added | Q1 2026 |
| 6 | KCM INVESTMENT ADVISORS LLC | $11.5M | 86.0K | Added | Q1 2026 |
| 7 | Itau Unibanco Holding S.A. | $10.5M | 84.8K | New | Q1 2026 |
| 8 | IFP Advisors, Inc | $9.7M | 73.1K | New | Q1 2026 |
| 9 | Steward Partners Investment Advisory, LLC | $9.7M | 72.7K | Added | Q1 2026 |
| 10 | CITADEL ADVISORS LLC | $9.1M | 68.5K | Added | Q1 2026 |
| 11 | Valmark Advisers, Inc. | $7.5M | 56.4K | Added | Q1 2026 |
| 12 | EFG International AG | $7.3M | 54.7K | Added | Q1 2026 |
| 13 | Rafferty Asset Management, LLC | $6.7M | 49.9K | Reduced | Q1 2026 |
| 14 | Sowell Financial Services LLC | $6.6M | 49.8K | Reduced | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $6.4M | 47.7K | Reduced | Q1 2026 |
| 16 | SCS Capital Management LLC | $6.3M | 47.4K | Reduced | Q1 2026 |
| 17 | Point72 Asset Management, L.P. | $6.1M | 46.1K | Added | Q1 2026 |
| 18 | TD PRIVATE CLIENT WEALTH LLC | $6.0M | 44.7K | New | Q1 2026 |
| 19 | Sanctuary Advisors, LLC | $5.7M | 43.0K | Added | Q1 2026 |
| 20 | Summit Financial, LLC | $5.7M | 42.6K | Reduced | Q1 2026 |
| 21 | KINGSWOOD WEALTH ADVISORS, LLC | $5.4M | 40.7K | Reduced | Q1 2026 |
| 22 | Cresset Asset Management, LLC | $5.4M | 40.7K | Reduced | Q1 2026 |
| 23 | PRUDENTIAL PLC | $4.9M | 37.0K | Held | Q1 2026 |
| 24 | CreativeOne Wealth, LLC | $4.8M | 35.7K | Added | Q1 2026 |
| 25 | &PARTNERS | $4.5M | 34.0K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 147 funds | $27.9B |
| LILLY ELI & CO COMLLY | 147 funds | $7.9B |
| Visa Inc Cl AV | 147 funds | $6.8B |
| Costco Wholesale Corp - USCOST | 147 funds | $6.5B |
| Amazon.com IncAMZN | 146 funds | $21.7B |
| Broadcom LtdAVGO | 146 funds | $15.0B |
| Meta Platforms Inc Cl AMETA | 146 funds | $12.5B |
| Jpmorgan Chase & Co - USJPM | 146 funds | $12.4B |
| Taiwan Semiconductor Manufacturing Co Ltd - US ADRTSM | 146 funds | $6.5B |
| Micron Technology Inc - USMU | 146 funds | $5.5B |
| Chevron Corp.CVX | 146 funds | $5.2B |
| Home Depot Inc/The - USHD | 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 + Form 4 insider transactions + 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.