Among active 13F managers last quarter, 4 added and 3 reduced; the largest holder to move was Allianz SE (+450%).
23 tracked 13F filers disclose a position in NVBU as of the latest SEC 13F filings, a combined $32.1M 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 | Allianz SE | 494K | $13.9M | ▲+450% Added · +404K sh | Q1 2026 | |
| 2 | Stephens Inc | 155K | $4.8M | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 3 | AE Wealth Management LLC | 146K | $4.1M | ▲+0.3% Added · +494 sh | Q1 2026 | |
| 4 | Cypress Wealth Services, LLC | 87K | $2.7M | ▼−9.4% Reduced · −9K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 51K | $1.4M | ▼−33% Reduced · −26K sh | Q1 2026 | |
| 6 | Savant Capital, LLC | 49K | $1.5M | ▼−14% Reduced · −8K sh | Q2 2026 | |
| 7 | Secured Retirement Advisors, LLC | 22K | $688K | ▲+3.8% Added · +811 sh | Q2 2026 | |
| 8 | Arax Advisory Partners | 19K | $589K | ▲+12% Added · +2K sh | Q2 2026 | |
| 9 | Money Concepts Capital Corp | 11K | $348K | —Held | Q2 2026 | |
| 10 | Creative Planning | 11K | $313K | ▲+0.1% Added · +10 sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 11K | $304K | ▼−2.8% Reduced · −307 sh | Q1 2026 | |
| 12 | PFG Investments, LLC | 9K | $259K | —Held | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 9K | $251K | ▼−2.8% Reduced · −256 sh | Q1 2026 | |
| 14 | Grantvest Financial Group LLC | 9K | $263K | ▼−9.7% Reduced · −911 sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | 8K | $235K | ▼−20% Reduced · −2K sh | Q2 2026 | |
| 16 | Ameriprise Financial Inc | 7K | $201K | ▲New +7K sh | Q1 2026 | |
| 17 | Harbour Investments, Inc. | 6K | $161K | ▲+80% Added · +3K sh | Q1 2026 | |
| 18 | IFP Advisors, Inc | 2K | $55K | —Held | Q2 2026 | |
| 19 | Elevated Capital Advisors, LLC | 214 | $7K | ▼−28% Reduced · −82 sh | Q2 2026 | |
| 20 | UBS Group AG | 161 | $5K | ▲+58% Added · +59 sh | Q1 2026 | |
| 21 | Country Trust Bank | 122 | $4K | ▲New +122 sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 100 | $3K | ▼−20% Reduced · −25 sh | Q1 2026 | |
| 23 | US Bancorp | 9 | $253 | ▲New +9 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 added to an existing position in NVBU, while 3 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 | 10 funds | $1.2B |
| Nvidia CorpNVDA | 10 funds | $911.8M |
| Microsoft CorpMSFT | 10 funds | $651.8M |
| Amazon.com IncAMZN | 10 funds | $603.4M |
| Alphabet Inc-CL AGOOGL | 10 funds | $488.3M |
| JPMorgan Chase & CoJPM | 10 funds | $359.3M |
| Walmart IncWMT | 10 funds | $305.8M |
| Meta Platforms Inc-Class AMETA | 10 funds | $249.5M |
| Johnson & JohnsonJNJ | 10 funds | $231.3M |
| Caterpillar IncCAT | 10 funds | $190.7M |
| Tesla IncTSLA | 10 funds | $185.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $183.3M |
Ranked by how many of NVBU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NVBU.
No filings captured for this ticker in the live stream yet.
Connected entities for NVBU
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/NVBU/capital-change-brief"
Use Arkolith's capital_change_brief for NVBU. 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 NVBU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.