Among active 13F managers last quarter, 4 opened and 11 added, while 10 reduced; the largest holder to move was TIAA-CREF Individual & Institutional Services, LLC (−7.5%).
122 tracked 13F filers disclose a position in NUMV as of the latest SEC 13F filings, a combined $334.3M 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 | 1.4M | $55.2M | ▼−3.1% Reduced · −45K sh | Q1 2026 | |
| 2 | Abacus Wealth Partners, LLC | 1.1M | $47.3M | ▲+7.3% Added · +74K sh | Q2 2026 | |
| 3 | TIAA-CREF Individual & Institutional Services, LLC | 805K | $35.0M | ▼−7.5% Reduced · −66K sh | Q2 2026 | |
| 4 | Bank of New York Mellon Corp | 588K | $22.8M | ▲+2.5% Added · +14K sh | Q1 2026 | |
| 5 | Royal Bank Of Canada | 561K | $21.8M | ▲+4.4% Added · +24K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 387K | $15.0M | ▼−28% Reduced · −151K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 286K | $11.1M | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 267K | $11.6M | ▼−0.1% Reduced · −343 sh | Q2 2026 | |
| 9 | UBS Group AG | 265K | $10.3M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 10 | Wells Fargo & Company | 190K | $7.4M | ▲+18% Added · +30K sh | Q1 2026 | |
| 11 | Commonwealth Equity Services, LLC | 180K | $7.0M | ▲+8.8% Added · +15K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 177K | $6.9M | ▲+47% Added · +56K sh | Q1 2026 | |
| 13 | Jones Financial Companies LLLP | 167K | $6.3M | ▲+23% Added · +31K sh | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | 165K | $7.2M | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 15 | LPL Financial LLC | 154K | $6.0M | ▼−74% Reduced · −436K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | 109K | $4.2M | ▲+9.0% Added · +9K sh | Q1 2026 | |
| 17 | Creative Planning | 101K | $3.9M | —Held | Q1 2026 | |
| 18 | &Partners | 99K | $4.3M | ▲+8.1% Added · +7K sh | Q2 2026 | |
| 19 | Fiduciary Trust Co | 82K | $3.2M | —Held | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | 57K | $2.2M | ▲+2.2% Added · +1K sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 45K | $1.7M | ▲New +45K sh | Q1 2026 | |
| 22 | Canandaigua National Bank & Trust Co | 44K | $1.9M | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | 44K | $1.7M | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 24 | PNC Financial Services Group, Inc. | 43K | $1.7M | ▲+41% Added · +13K sh | Q1 2026 | |
| 25 | Mariner, LLC | 43K | $1.7M | ▲+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, 4 funds opened a new position in NUMV and 11 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 |
|---|---|---|
| Apple IncAAPL | 49 funds | $30.4B |
| Microsoft CorpMSFT | 49 funds | $26.2B |
| Nvidia CorpNVDA | 48 funds | $37.8B |
| Amazon.com IncAMZN | 48 funds | $17.2B |
| Caterpillar IncCAT | 48 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 48 funds | $2.0B |
| Broadcom IncAVGO | 47 funds | $13.0B |
| Meta Platforms Inc-Class AMETA | 47 funds | $8.1B |
| JPMorgan Chase & CoJPM | 47 funds | $6.3B |
| Johnson & JohnsonJNJ | 47 funds | $5.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $5.0B |
| Visa Inc-Class A SharesV | 47 funds | $4.8B |
Ranked by how many of NUMV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NUMV.
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.