Among active 13F managers last quarter, 4 opened and 1 added, while 8 reduced; the largest holder to move was Tortoise Investment Management, LLC (−2.1%).
42 tracked 13F filers disclose a position in NNY as of the latest SEC 13F filings, a combined $33.0M 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 | Tortoise Investment Management, LLC | 538K | $4.7M | ▼−2.1% Reduced · −12K sh | Q2 2026 | |
| 2 | UBS Group AG | 532K | $4.4M | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | 499K | $4.4M | ▼−19% Reduced · −114K sh | Q2 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | 415K | $3.6M | ▼−1.9% Reduced · −8K sh | Q2 2026 | |
| 5 | Guggenheim Capital LLC | 367K | $3.1M | ▼−11% Reduced · −47K sh | Q1 2026 | |
| 6 | Morgan Stanley | 253K | $2.1M | ▼−7.1% Reduced · −19K sh | Q1 2026 | |
| 7 | Penbrook Management LLC | 214K | $1.9M | —Held | Q2 2026 | |
| 8 | Leigh Baldwin & Co., LLC | 117K | $1.0M | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 9 | Fiera Capital Corp | 109K | $953K | ▼−5.2% Reduced · −6K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 86K | $716K | ▼−27% Reduced · −32K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 84K | $703K | ▲+21% Added · +15K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 80K | $668K | ▲+6.4% Added · +5K sh | Q1 2026 | |
| 13 | Marshall & Sterling Wealth Advisors Inc. | 65K | $567K | ▲+5.3% Added · +3K sh | Q2 2026 | |
| 14 | Summit Trail Advisors, LLC | 47K | $413K | ▼−5.8% Reduced · −3K sh | Q2 2026 | |
| 15 | Stifel Financial Corp | 43K | $360K | ▲+16% Added · +6K sh | Q1 2026 | |
| 16 | LPL Financial LLC | 36K | $302K | ▲+12% Added · +4K sh | Q1 2026 | |
| 17 | Herold Advisors, Inc. | 32K | $284K | ▲+19% Added · +5K sh | Q2 2026 | |
| 18 | Melfa Wealth Management, Inc. | 30K | $261K | —Held | Q2 2026 | |
| 19 | Breakwater Capital Group | 29K | $257K | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 20 | Bank Of America Corp | 25K | $205K | ▼−23% Reduced · −7K sh | Q1 2026 | |
| 21 | Virtue Asset Management LLC | 22K | $196K | —Held | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | 19K | $166K | ▲+1.0% Added · +196 sh | Q2 2026 | |
| 23 | Arax Advisory Partners | 19K | $163K | ▲New +19K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | 19K | $155K | ▲+26% Added · +4K sh | Q1 2026 | |
| 25 | Realta Investment Advisors | 17K | $152K | —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.
Last quarter, 4 funds opened a new position in NNY and 1 added to an existing one, while 8 reduced. 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 |
|---|---|---|
| Amazon.com IncAMZN | 19 funds | $4.0B |
| Apple IncAAPL | 19 funds | $3.9B |
| Alphabet Inc-CL AGOOGL | 19 funds | $3.4B |
| Microsoft CorpMSFT | 19 funds | $3.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 19 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 18 funds | $14.2B |
| Nvidia CorpNVDA | 18 funds | $4.0B |
| Broadcom IncAVGO | 18 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 18 funds | $1.7B |
| Eli Lilly & CoLLY | 18 funds | $1.5B |
| Meta Platforms Inc-Class AMETA | 18 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 18 funds | $1.2B |
Ranked by how many of NNY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NNY.
No filings captured for this ticker in the live stream yet.
Connected entities for NNY
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/NNY/capital-change-brief"
Use Arkolith's capital_change_brief for NNY. 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 NNY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.