37 tracked 13F filers disclose a position in NSEP as of the latest SEC 13F filings, a combined $20.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sonoma Allocations LLC | $4.5M | 107K | ▲New +107K sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 59K | ▼−1.0% Reduced · −615 sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $1.2M | 42K | ▲+30% Added · +10K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $1.1M | 38K | ▲+0.1% Added · +19 sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $1.0M | 32K | ▼−30% Reduced · −14K sh | Q2 2026 | |
| 6 | Southland Equity Partners LLC | $1.0M | 32K | ▼−4.6% Reduced · −2K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $851K | 30K | ▼−2.8% Reduced · −851 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $668K | 23K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 9 | Diligent Investors, LLC | $717K | 23K | ▼−1.1% Reduced · −250 sh | Q2 2026 | |
| 10 | CORRADO ADVISORS, LLC | $667K | 21K | ▼−0.8% Reduced · −179 sh | Q2 2026 | |
| 11 | AE Wealth Management LLC | $583K | 20K | ▲+3.0% Added · +592 sh | Q1 2026 | |
| 12 | CreativeOne Wealth, LLC | $553K | 19K | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $550K | 19K | —Held | Q1 2026 | |
| 14 | Phoenix Financial Ltd. | $514K | 18K | —Held | Q1 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $400K | 14K | ▼−55% Reduced · −17K sh | Q1 2026 | |
| 16 | Fortune Financial Group, Inc. | $359K | 12K | —Held | Q2 2026 | |
| 17 | Focus Financial Network, Inc. | $328K | 11K | ▲+6.7% Added · +715 sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $298K | 10K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 19 | TopTier Wealth Management, LLC | $319K | 10K | —Held | Q2 2026 | |
| 20 | Advisory Alpha, LLC | $284K | 10K | —Held | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $280K | 10K | —Held | Q1 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $297K | 10K | —Held | Q2 2026 | |
| 23 | Liberty Atlantic Advisors LLC | $295K | 9K | —Held | Q2 2026 | |
| 24 | Summit Wealth Partners, LLC | $269K | 9K | —Held | Q2 2026 | |
| 25 | Ashton Thomas Private Wealth, LLC | $262K | 8K | —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, 2 funds opened a new position in NSEP and 1 added to an existing one, while 6 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 | 18 funds | $1.5B |
| APPLE INCAAPL | 17 funds | $1.1B |
| AMAZON.COM INCAMZN | 17 funds | $916.1M |
| MICROSOFT CORPMSFT | 17 funds | $676.1M |
| ALPHABET INC-CL AGOOGL | 17 funds | $352.7M |
| INNOVATOR U.S. EQUITY POWERPDEC | 17 funds | $31.9M |
| INNOVATOR U.S. EQUITY POWERPJUN | 17 funds | $31.6M |
| INNOVATOR U.S. EQUITY POWERPSEP | 17 funds | $24.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $822.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $762.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 16 funds | $395.9M |
| INNOVATOR U.S. EQUITY POWERPMAR | 16 funds | $53.8M |
Ranked by how many of NSEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 78 funds | $71.7M |
| ZMARmc | 75 funds | $48.0M |
| ZDEKmc | 70 funds | $58.9M |
| ZSEPmc | 65 funds | $86.0M |
| ZOCTmc | 60 funds | $60.5M |
| ZNOVmc | 60 funds | $59.8M |
| ZJANmc | 58 funds | $44.4M |
| KDECmc | 55 funds | $53.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NSEP
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/NSEP/capital-change-brief"
Use Arkolith's capital_change_brief for NSEP. 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 NSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.