Among active 13F managers last quarter, 3 opened and 4 added, while 8 reduced; the largest holder to move was American Asset Management Inc. (−1.4%).
45 tracked 13F filers disclose a position in NVBW as of the latest SEC 13F filings, a combined $65.8M 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 | Commonwealth Equity Services, LLC | 240K | $8.0M | ▼−8.0% Reduced · −21K sh | Q1 2026 | |
| 2 | American Asset Management Inc. | 227K | $8.1M | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 205K | $6.8M | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | 165K | $5.9M | ▼−6.1% Reduced · −11K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 162K | $5.4M | ▼−15% Reduced · −29K sh | Q1 2026 | |
| 6 | Allianz SE | 156K | $5.2M | ▲31× Added · +151K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 144K | $4.8M | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 103K | $3.4M | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 9 | Castle Rock Wealth Management, LLC | 75K | $2.7M | —Held | Q2 2026 | |
| 10 | Spire Wealth Management | 66K | $2.2M | ▼−0.1% Reduced · −62 sh | Q1 2026 | |
| 11 | Harbour Investments, Inc. | 41K | $1.4M | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 12 | Old Mission Capital LLC | 37K | $1.2M | ▲+313% Added · +28K sh | Q1 2026 | |
| 13 | Tyche Wealth Partners LLC | 24K | $865K | —Held | Q2 2026 | |
| 14 | Centaurus Financial, Inc. | 23K | $815K | —Held | Q2 2026 | |
| 15 | Jim Saulnier & Associates, LLC | 18K | $653K | —Held | Q2 2026 | |
| 16 | Farther Finance Advisors, LLC | 18K | $598K | —Held | Q1 2026 | |
| 17 | PFG Advisors | 17K | $618K | ▼−75% Reduced · −51K sh | Q2 2026 | |
| 18 | Focus Financial Network, Inc. | 16K | $549K | ▲+3.8% Added · +610 sh | Q1 2026 | |
| 19 | Joseph P. Lucia & Associates, LLC | 13K | $453K | —Held | Q2 2026 | |
| 20 | IFP Advisors, Inc | 12K | $437K | —Held | Q2 2026 | |
| 21 | Citadel Advisors LLC | 12K | $419K | ▲New +12K sh | Q2 2026 | |
| 22 | Wealth Enhancement Advisory Services, LLC | 12K | $416K | —Held | Q2 2026 | |
| 23 | Avidian Wealth Enterprises, LLC | 11K | $389K | —Held | Q2 2026 | |
| 24 | Diversify Wealth Management, LLC | 10K | $373K | —Held | Q2 2026 | |
| 25 | Diversify Advisory Services, LLC | 10K | $373K | ▲Added Added · +10K sh | Q2 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, 3 funds opened a new position in NVBW and 4 added to an existing one, while 8 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 |
|---|---|---|
| Nvidia CorpNVDA | 22 funds | $3.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.3B |
| Apple IncAAPL | 21 funds | $3.4B |
| Amazon.com IncAMZN | 21 funds | $3.3B |
| Microsoft CorpMSFT | 21 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 21 funds | $1.6B |
| Vanguard S&P 500 ETFVOO | 21 funds | $971.9M |
| Invesco QQQ Trust Series 1QQQ | 21 funds | $926.3M |
| Ishares Core S&P 500 ETFIVV | 20 funds | $15.3B |
| Tesla IncTSLA | 20 funds | $735.7M |
| Eli Lilly & CoLLY | 19 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 19 funds | $1.3B |
Ranked by how many of NVBW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NVBW.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 80 funds | $351.3M |
| JANWmc | 79 funds | $246.4M |
| DECWmc | 75 funds | $137.6M |
| JUNWmc | 73 funds | $138.8M |
| MAYWUS LAGCP B20 MAY | 67 funds | $140.5M |
| JULWmc | 66 funds | $205.0M |
| APRWmc | 60 funds | $144.8M |
| FEBWmc | 59 funds | $88.4M |
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 NVBW
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.