105 tracked 13F filers disclose a position in NUMV as of the latest SEC 13F filings, a combined $322.6M 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 | $55.2M | 1.4M | ▼−3.1% Reduced · −45K sh | Q1 2026 | |
| 2 | Abacus Wealth Partners, LLC | $47.3M | 1.1M | ▲+7.3% Added · +74K sh | Q2 2026 | |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $33.7M | 870K | ▲New +870K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $22.8M | 588K | ▲+2.5% Added · +14K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $21.8M | 561K | ▲+4.4% Added · +24K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $15.0M | 387K | ▼−28% Reduced · −151K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $11.1M | 286K | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $11.6M | 267K | ▼−0.1% Reduced · −343 sh | Q2 2026 | |
| 9 | UBS Group AG | $10.3M | 265K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $7.4M | 190K | ▲+18% Added · +30K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 180K | ▲+8.8% Added · +15K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 177K | ▲+47% Added · +56K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $6.3M | 167K | ▲+23% Added · +31K sh | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $6.4M | 166K | ▲+5.5% Added · +9K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $6.0M | 154K | ▼−74% Reduced · −436K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $4.2M | 109K | ▲+9.0% Added · +9K sh | Q1 2026 | |
| 17 | Creative Planning | $3.9M | 101K | —Held | Q1 2026 | |
| 18 | &PARTNERS | $3.6M | 92K | ▲+53% Added · +32K sh | Q1 2026 | |
| 19 | FIDUCIARY TRUST CO | $3.2M | 82K | —Held | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | $2.2M | 57K | ▲+2.2% Added · +1K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $1.7M | 45K | ▲New +45K sh | Q1 2026 | |
| 22 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 44K | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $1.7M | 44K | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | $1.7M | 43K | ▲+41% Added · +13K sh | Q1 2026 | |
| 25 | Mariner, LLC | $1.7M | 43K | ▲+14% Added · +5K 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, 6 funds opened a new position in NUMV and 12 added to an existing one, while 8 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 | 37 funds | $31.8B |
| MICROSOFT CORPMSFT | 37 funds | $27.3B |
| WALMART INCWMT | 37 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.8B |
| NVIDIA CORPNVDA | 36 funds | $41.3B |
| AMAZON.COM INCAMZN | 36 funds | $18.9B |
| BROADCOM INCAVGO | 36 funds | $14.1B |
| ALPHABET INC-CL CGOOG | 36 funds | $10.7B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $9.3B |
| JPMORGAN CHASE & COJPM | 36 funds | $7.1B |
| JOHNSON & JOHNSONJNJ | 36 funds | $5.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $5.6B |
Ranked by how many of NUMV'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 |
| NUMGmc | 112 funds | $240.9M |
| NUMVthis pagemc | 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 NUMV
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/NUMV/capital-change-brief"
Use Arkolith's capital_change_brief for NUMV. 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 NUMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.