112 tracked 13F filers disclose a position in NUMG as of the latest SEC 13F filings, a combined $240.9M 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 | MORGAN STANLEY | $49.0M | 1.2M | ▲+2.4% Added · +28K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $22.0M | 535K | ▼−31% Reduced · −241K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $21.8M | 532K | ▲+3.9% Added · +20K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $20.0M | 486K | ▲+5.0% Added · +23K sh | Q1 2026 | |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $17.0M | 415K | ▲New +415K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $12.3M | 300K | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $10.5M | 256K | ▼−44% Reduced · −203K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $10.1M | 245K | ▲+6.0% Added · +14K sh | Q1 2026 | |
| 9 | UBS Group AG | $8.3M | 202K | ▲+5.1% Added · +10K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 155K | ▲+24% Added · +30K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.3M | 104K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 90K | ▲+23% Added · +17K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $3.3M | 80K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 14 | Creative Planning | $3.2M | 77K | —Held | Q1 2026 | |
| 15 | Ameritas Advisory Services, LLC | $3.0M | 73K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 16 | AlTi Global, Inc. | $3.0M | 64K | —Held | Q2 2026 | |
| 17 | FIDUCIARY TRUST CO | $2.6M | 63K | —Held | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 63K | ▲+8.3% Added · +5K sh | Q1 2026 | |
| 19 | WHITTIER TRUST CO OF NEVADA INC | $2.6M | 56K | ▲+0.7% Added · +411 sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $1.9M | 47K | ▲+36% Added · +12K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $1.9M | 46K | ▲+9.9% Added · +4K sh | Q1 2026 | |
| 22 | WCG Wealth Advisors LLC | $1.9M | 45K | ▲+4.8% Added · +2K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $1.9M | 45K | ▲+127% Added · +25K sh | Q1 2026 | |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | $1.8M | 43K | ▲+8.6% Added · +3K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 39K | ▼−8.3% Reduced · −4K 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, 4 funds opened a new position in NUMG and 9 added to an existing one, while 10 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 |
|---|---|---|
| APPLE INCAAPL | 41 funds | $31.9B |
| MICROSOFT CORPMSFT | 41 funds | $27.3B |
| AMAZON.COM INCAMZN | 41 funds | $18.9B |
| BROADCOM INCAVGO | 41 funds | $14.2B |
| JPMORGAN CHASE & COJPM | 41 funds | $7.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $5.6B |
| WALMART INCWMT | 41 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $3.9B |
| CATERPILLAR INCCAT | 41 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $2.1B |
| NVIDIA CORPNVDA | 40 funds | $41.3B |
| ALPHABET INC-CL AGOOGL | 40 funds | $15.3B |
Ranked by how many of NUMG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 237 funds | $1.9B |
| NULVmc | 225 funds | $1.5B |
| NUSCcommon | 211 funds | $945.9M |
| NUDMcommon | 118 funds | $440.8M |
| NUMGthis pagemc | 112 funds | $240.9M |
| NUMVmc | 105 funds | $322.6M |
| NUBDNUVEENESGUS | 93 funds | $254.6M |
| NUEMcommon | 93 funds | $238.1M |
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 NUMG
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/NUMG/capital-change-brief"
Use Arkolith's capital_change_brief for NUMG. 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 NUMG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.