38 tracked 13F filers disclose a position in NVBW as of the latest SEC 13F filings, a combined $63.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 240K | ▼−8.0% Reduced · −21K sh | Q1 2026 | |
| 2 | AMERICAN ASSET MANAGEMENT INC. | $8.1M | 227K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | $6.8M | 205K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $5.9M | 165K | ▼−6.1% Reduced · −11K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $5.4M | 162K | ▼−15% Reduced · −29K sh | Q1 2026 | |
| 6 | ALLIANZ SE | $5.2M | 156K | ▲31× Added · +151K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $4.8M | 144K | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.4M | 103K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 9 | Castle Rock Wealth Management, LLC | $2.7M | 75K | —Held | Q2 2026 | |
| 10 | Spire Wealth Management | $2.2M | 66K | ▼−0.1% Reduced · −62 sh | Q1 2026 | |
| 11 | HARBOUR INVESTMENTS, INC. | $1.4M | 41K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 12 | OLD MISSION CAPITAL LLC | $1.2M | 37K | ▲+313% Added · +28K sh | Q1 2026 | |
| 13 | CENTAURUS FINANCIAL, INC. | $761K | 23K | —Held | Q1 2026 | |
| 14 | JIM SAULNIER & ASSOCIATES, LLC | $653K | 18K | —Held | Q2 2026 | |
| 15 | Farther Finance Advisors, LLC | $598K | 18K | —Held | Q1 2026 | |
| 16 | PFG Advisors | $618K | 17K | ▼−75% Reduced · −51K sh | Q2 2026 | |
| 17 | Focus Financial Network, Inc. | $549K | 16K | ▲+3.8% Added · +610 sh | Q1 2026 | |
| 18 | Joseph P. Lucia & Associates, LLC | $423K | 13K | —Held | Q1 2026 | |
| 19 | IFP Advisors, Inc | $437K | 12K | —Held | Q2 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $416K | 12K | —Held | Q2 2026 | |
| 21 | Avidian Wealth Enterprises, LLC | $389K | 11K | —Held | Q2 2026 | |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $363K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | Elevation Wealth Management LLC | $371K | 10K | —Held | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $320K | 10K | ▼−1.3% Reduced · −129 sh | Q1 2026 | |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $311K | 9K | ▼−5.9% Reduced · −588 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 NVBW and 3 added to an existing one, while 5 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $5.6B |
| APPLE INCAAPL | 13 funds | $2.2B |
| MICROSOFT CORPMSFT | 13 funds | $2.1B |
| NVIDIA CORPNVDA | 13 funds | $2.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 13 funds | $1.8B |
| AMAZON.COM INCAMZN | 13 funds | $1.8B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $1.2B |
| ISHRS US E F R A ETF-USD INCDYNF | 13 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $1.0B |
Ranked by how many of NVBW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/NVBW/capital-change-brief"
Use Arkolith's capital_change_brief for NVBW. 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 NVBW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.