Among active 13F managers last quarter, 2 opened and 14 added, while 10 reduced; the largest holder to move was TIAA-CREF Individual & Institutional Services, LLC (−5.1%).
126 tracked 13F filers disclose a position in NUMG as of the latest SEC 13F filings, a combined $251.5M 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 | 1.2M | $49.0M | ▲+2.4% Added · +28K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 535K | $22.0M | ▼−31% Reduced · −241K sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 532K | $21.8M | ▲+3.9% Added · +20K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | 486K | $20.0M | ▲+5.0% Added · +23K sh | Q1 2026 | |
| 5 | TIAA-CREF Individual & Institutional Services, LLC | 393K | $18.5M | ▼−5.1% Reduced · −21K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 300K | $12.3M | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 256K | $10.5M | ▼−44% Reduced · −203K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 245K | $10.1M | ▲+6.0% Added · +14K sh | Q1 2026 | |
| 9 | UBS Group AG | 202K | $8.3M | ▲+5.1% Added · +10K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 155K | $6.4M | ▲+24% Added · +30K sh | Q1 2026 | |
| 11 | Ameritas Advisory Services, LLC | 140K | $6.6M | ▲+93% Added · +68K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 104K | $4.3M | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 13 | Jones Financial Companies LLLP | 90K | $3.6M | ▲+23% Added · +17K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | 80K | $3.3M | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 15 | Creative Planning | 77K | $3.2M | —Held | Q1 2026 | |
| 16 | AlTi Global, Inc. | 64K | $3.0M | —Held | Q2 2026 | |
| 17 | Fiduciary Trust Co | 63K | $2.6M | —Held | Q1 2026 | |
| 18 | Envestnet Asset Management Inc | 63K | $2.6M | ▲+8.3% Added · +5K sh | Q1 2026 | |
| 19 | Whittier Trust Co Of Nevada Inc | 56K | $2.6M | ▲+0.7% Added · +411 sh | Q2 2026 | |
| 20 | JPMorgan Chase & Co | 47K | $1.9M | ▲+36% Added · +12K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | 46K | $2.2M | ▼−0.7% Reduced · −324 sh | Q2 2026 | |
| 22 | WCG Wealth Advisors LLC | 45K | $1.9M | ▲+4.8% Added · +2K sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 45K | $1.9M | ▲+127% Added · +25K sh | Q1 2026 | |
| 24 | PNC Financial Services Group, Inc. | 43K | $1.8M | ▲+8.6% Added · +3K sh | Q1 2026 | |
| 25 | Susquehanna International Group, LLP | 39K | $1.6M | ▼−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, 2 funds opened a new position in NUMG and 14 added to an existing one, while 10 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 53 funds | $2.6B |
| Apple IncAAPL | 52 funds | $33.6B |
| Microsoft CorpMSFT | 52 funds | $27.9B |
| Amazon.com IncAMZN | 52 funds | $20.0B |
| Nvidia CorpNVDA | 51 funds | $40.8B |
| Broadcom IncAVGO | 51 funds | $14.5B |
| Alphabet Inc-CL CGOOG | 51 funds | $11.0B |
| Tesla IncTSLA | 51 funds | $8.7B |
| JPMorgan Chase & CoJPM | 51 funds | $7.2B |
| Johnson & JohnsonJNJ | 51 funds | $5.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 51 funds | $5.6B |
| Home Depot IncHD | 51 funds | $4.0B |
Ranked by how many of NUMG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NUMG.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 294 funds | $1.9B |
| NULVmc | 258 funds | $1.6B |
| NUSCcommon | 245 funds | $971.2M |
| NUDMcommon | 140 funds | $471.3M |
| NUMGthis pagemc | 126 funds | $251.5M |
| NUMVmc | 122 funds | $334.3M |
| NUBDUIT EXCHANGE TRADED | 113 funds | $266.7M |
| NUEMcommon | 109 funds | $254.2M |
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.