112 tracked 13F filers disclose a position in NMFC as of the latest SEC 13F filings, a combined $142.3M 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 | UBS Group AG | $16.2M | 2.1M | ▲+36% Added · +550K sh | Q1 2026 | |
| 2 | VAN ECK ASSOCIATES CORP | Withheld | 1.8M | ▼−23% Reduced · −543K sh | Q1 2026 | |
| 3 | DIMENSION CAPITAL MANAGEMENT LLC | $9.0M | 1.2M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 4 | Russell Investments Group, Ltd. | $7.3M | 939K | ▲+168% Added · +588K sh | Q1 2026 | |
| 5 | Cerity Partners LLC | $6.8M | 873K | ▼−16% Reduced · −169K sh | Q1 2026 | |
| 6 | Corient Private Wealth LLC | $6.8M | 871K | ▲+7.7% Added · +62K sh | Q1 2026 | |
| 7 | National Philanthropic Trust | $6.6M | 853K | —Held | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $6.5M | 836K | ▲+43% Added · +250K sh | Q1 2026 | |
| 9 | Legal & General Group Plc | $6.1M | 785K | ▲+5.8% Added · +43K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $5.7M | 730K | ▼−35% Reduced · −396K sh | Q1 2026 | |
| 11 | Sumitomo Mitsui Trust Group, Inc. | $5.3M | 689K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 12 | Pathstone Holdings, LLC | $5.1M | 661K | ▲+1.8% Added · +12K sh | Q1 2026 | |
| 13 | Hennion & Walsh Asset Management, Inc. | $3.5M | 483K | ▼−5.8% Reduced · −30K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $3.5M | 450K | ▲+4.6% Added · +20K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $3.3M | 424K | ▼−18% Reduced · −95K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $2.7M | 352K | ▼−49% Reduced · −335K sh | Q1 2026 | |
| 17 | D. E. Shaw & Co., Inc. | $2.7M | 348K | ▲+193% Added · +229K sh | Q1 2026 | |
| 18 | Universal- Beteiligungs- und Servicegesellschaft mbH | $2.7M | 344K | —Held | Q1 2026 | |
| 19 | Focus Partners Wealth | $2.6M | 335K | ▲+5.5% Added · +18K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $2.4M | 315K | ▼−12% Reduced · −43K sh | Q1 2026 | |
| 21 | XTX Topco Ltd | $2.3M | 293K | ▲+56% Added · +105K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $2.3M | 291K | ▼−0.3% Reduced · −980 sh | Q1 2026 | |
| 23 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 278K | ▼−5.8% Reduced · −17K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $1.5M | 194K | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 25 | Advisors Asset Management, Inc. | $1.3M | 174K | ▼−2.9% Reduced · −5K 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, 9 funds opened a new position in NMFC and 12 added to an existing one, while 13 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 | 55 funds | $19.4B |
| BROADCOM INCAVGO | 54 funds | $9.4B |
| ELI LILLY & COLLY | 54 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 54 funds | $4.5B |
| NVIDIA CORPNVDA | 53 funds | $26.5B |
| APPLE INCAAPL | 53 funds | $21.8B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 53 funds | $7.9B |
| TESLA INCTSLA | 53 funds | $5.2B |
| VISA INC-CLASS A SHARESV | 53 funds | $4.2B |
| WALMART INCWMT | 53 funds | $3.9B |
| CHEVRON CORPCVX | 53 funds | $2.7B |
Ranked by how many of NMFC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Malfettone John P | Director | Sell (S) | 78K | $612K |
| Mar 17, 2026 | Weinstein Adam B. | EVP, CAO and Director, Director | Buy (P) | 13K | $98K |
| Mar 11, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 184K | $1.5M |
| Mar 11, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 92K | $741K |
| Mar 10, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 149K | $1.2M |
| Mar 10, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 75K | $600K |
| Mar 5, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 159K | $1.3M |
| Mar 5, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 79K | $642K |
| Mar 4, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 62K | $509K |
| Mar 4, 2026 | KLINSKY STEVEN B | Director, 10% Owner | Buy (P) | 125K | $1.0M |
| Mar 3, 2026 | Ogens David | Director | Buy (P) | 10K | $79K |
| Mar 3, 2026 | Ogens David | Director | Buy (P) | 2K | $19K |
This stock 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/NMFC/capital-change-brief"
Use Arkolith's capital_change_brief for NMFC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NMFC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.