Among active 13F managers last quarter, 5 opened and 6 added, while 5 reduced; the largest holder to move was Advisors Asset Management, Inc. (+15%).
44 tracked 13F filers disclose a position in NPFD as of the latest SEC 13F filings, a combined $93.0M 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 | Morgan Stanley | 2.0M | $36.2M | ▲+0.9% Added · +18K sh | Q1 2026 | |
| 2 | Royal Bank Of Canada | 658K | $11.9M | ▲+3.3% Added · +21K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | 444K | $8.4M | ▲+15% Added · +57K sh | Q2 2026 | |
| 4 | Wells Fargo & Company | 387K | $7.0M | ▲+12% Added · +41K sh | Q1 2026 | |
| 5 | UBS Group AG | 384K | $7.0M | ▼−3.0% Reduced · −12K sh | Q1 2026 | |
| 6 | Atlas Wealth LLC | 263K | $5.0M | ▲New +263K sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 156K | $2.8M | ▼−18% Reduced · −33K sh | Q1 2026 | |
| 8 | First Trust Advisors LP | 122K | $2.2M | ▲+11% Added · +12K sh | Q1 2026 | |
| 9 | Commonwealth Equity Services, LLC | 65K | $1.2M | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 10 | Evolve Private Wealth, LLC | 64K | $1.2M | ▼−6.8% Reduced · −5K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 62K | $1.1M | ▲+30% Added · +14K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 61K | $1.1M | ▲+35% Added · +16K sh | Q1 2026 | |
| 13 | Closed-End Fund Advisors, Inc. | 52K | $970K | ▼−5.5% Reduced · −3K sh | Q2 2026 | |
| 14 | Summit Financial, LLC | 50K | $957K | ▲+0.8% Added · +423 sh | Q2 2026 | |
| 15 | Equitable Holdings, Inc. | 42K | $783K | ▲+0.5% Added · +204 sh | Q2 2026 | |
| 16 | Millennium Management LLC | 28K | $508K | ▲New +28K sh | Q1 2026 | |
| 17 | Bank Of America Corp | 27K | $487K | ▲79× Added · +27K sh | Q1 2026 | |
| 18 | LPL Financial LLC | 21K | $374K | ▲+32% Added · +5K sh | Q1 2026 | |
| 19 | Uhlmann Price Securities, LLC | 20K | $382K | ▲+2.1% Added · +428 sh | Q2 2026 | |
| 20 | Global Retirement Partners, LLC | 20K | $372K | ▲+13% Added · +2K sh | Q2 2026 | |
| 21 | Smith Chas P & Associates Pa Cpas | 18K | $339K | —Held | Q2 2026 | |
| 22 | Seed Wealth Management, Inc. | 17K | $321K | —Held | Q2 2026 | |
| 23 | &Partners | 15K | $284K | ▲+0.3% Added · +54 sh | Q2 2026 | |
| 24 | Lido Advisors, LLC | 15K | $286K | —Held | Q2 2026 | |
| 25 | Sage Capital Management, LLC | 14K | $254K | —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, 5 funds opened a new position in NPFD and 6 added to an existing one, while 5 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 |
|---|---|---|
| Microsoft CorpMSFT | 18 funds | $2.3B |
| Eli Lilly & CoLLY | 18 funds | $682.0M |
| Nvidia CorpNVDA | 17 funds | $3.8B |
| Apple IncAAPL | 17 funds | $3.8B |
| Amazon.com IncAMZN | 17 funds | $1.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 17 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 17 funds | $1.4B |
| JPMorgan Chase & CoJPM | 17 funds | $1.0B |
| Tesla IncTSLA | 17 funds | $1.0B |
| Walmart IncWMT | 17 funds | $731.0M |
| Chevron CorpCVX | 17 funds | $628.4M |
Ranked by how many of NPFD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NPFD.
Connected entities for NPFD
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/NPFD/capital-change-brief"
Use Arkolith's capital_change_brief for NPFD. 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 NPFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.