36 tracked 13F filers disclose a position in NPV as of the latest SEC 13F filings, a combined $22.1M 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 | DAVENPORT & Co LLC | $4.2M | 365K | ▲+17% Added · +54K sh | Q2 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $1.9M | 171K | ▲+10% Added · +16K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.7M | 146K | ▼−6.0% Reduced · −9K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $1.5M | 136K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 5 | Cassaday & Co Wealth Management LLC | $1.6M | 134K | ▲New +134K sh | Q2 2026 | |
| 6 | Summit Financial, LLC | $1.5M | 126K | ▲+19% Added · +21K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 125K | ▲+8.1% Added · +9K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $1.2M | 102K | ▼−0.6% Reduced · −665 sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $792K | 70K | ▲+4.9% Added · +3K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $596K | 53K | ▼−17% Reduced · −11K sh | Q1 2026 | |
| 11 | Realta Investment Advisors | $598K | 52K | —Held | Q2 2026 | |
| 12 | Northwest Financial Advisors | $594K | 51K | ▲+6.0% Added · +3K sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $514K | 45K | ▼−17% Reduced · −9K sh | Q1 2026 | |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | $509K | 45K | ▲+151% Added · +27K sh | Q1 2026 | |
| 15 | D'Orazio & Associates, Inc. | $372K | 32K | —Held | Q2 2026 | |
| 16 | Wealthcare Advisory Partners LLC | $350K | 30K | ▲+1.7% Added · +507 sh | Q2 2026 | |
| 17 | Canal Capital Management, LLC | $324K | 28K | ▲+3.7% Added · +1K sh | Q2 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $317K | 27K | ▲+23% Added · +5K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $300K | 27K | ▲+5.0% Added · +1K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $283K | 24K | ▼−27% Reduced · −9K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $237K | 21K | ▼−40% Reduced · −14K sh | Q1 2026 | |
| 22 | D.A. DAVIDSON & CO. | $221K | 19K | —Held | Q2 2026 | |
| 23 | UBS Group AG | $188K | 17K | ▲+23% Added · +3K sh | Q1 2026 | |
| 24 | Cornerstone Advisory, LLC | $178K | 15K | —Held | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $170K | 15K | ▲+0.3% Added · +38 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, 1 fund opened a new position in NPV and 5 added to an existing one, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $4.0B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $3.3B |
| APPLE INCAAPL | 13 funds | $2.6B |
| AMAZON.COM INCAMZN | 13 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.7B |
| MICROSOFT CORPMSFT | 13 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $1.5B |
| BROADCOM INCAVGO | 13 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 13 funds | $1.0B |
| TESLA INCTSLA | 13 funds | $950.1M |
| COSTCO WHOLESALE CORPCOST | 13 funds | $816.7M |
Ranked by how many of NPV's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for NPV
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/NPV/capital-change-brief"
Use Arkolith's capital_change_brief for NPV. 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 NPV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.