The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query NZF owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NZF"
Use Arkolith to show who owns NZF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $16.5M | 1.4M | ▲+2.1% Added · +28K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $8.4M | 690K | ▲+10.0% Added · +62K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $4.9M | 401K | ▲+9.4% Added · +35K sh | Q1 2026 | |
| 4 | Prospera Financial Services Inc | $2.4M | 199K | ▲+2.2% Added · +4K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $2.3M | 186K | ▲+33% Added · +46K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $1.9M | 153K | ▼−4.6% Reduced · −7K sh | Q1 2026 | |
| 7 | Lido Advisors, LLC | $1.6M | 132K | —Held | Q1 2026 | |
| 8 | &PARTNERS | $1.6M | 128K | ▼−3.5% Reduced · −5K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $712K | 58K | ▼−1.5% Reduced · −896 sh | Q1 2026 | |
| 10 | MACKAY SHIELDS LLC | $678K | 56K | ▼−83% Reduced · −269K sh | Q1 2026 | |
| 11 | Venture Visionary Partners LLC | $648K | 53K | ▲+0.1% Added · +30 sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $602K | 49K | ▲+0.1% Added · +25 sh | Q1 2026 | |
| 13 | AlphaCore Capital LLC | $473K | 39K | ▲+19% Added · +6K sh | Q1 2026 | |
| 14 | OPPENHEIMER & CO INC | $406K | 33K | ▲+83% Added · +15K sh | Q1 2026 | |
| 15 | Florida Trust Wealth Management Co | $402K | 33K | ▲New +33K sh | Q1 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $397K | 33K | ▼−0.2% Reduced · −79 sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $377K | 30K | ▲+28% Added · +7K sh | Q1 2026 | |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $363K | 30K | —Held | Q1 2026 | |
| 19 | Chicago Partners Investment Group LLC | $356K | 28K | ▲+1.9% Added · +530 sh | Q1 2026 | |
| 20 | Stratos Wealth Partners, LTD. | $350K | 29K | —Held | Q1 2026 | |
| 21 | Regal Investment Advisors LLC | $340K | 28K | ▲+42% Added · +8K sh | Q1 2026 | |
| 22 | D.A. DAVIDSON & CO. | $339K | 28K | ▲~0% Added · +11 sh | Q1 2026 | |
| 23 | HORIZON KINETICS ASSET MANAGEMENT LLC | $322K | 26K | ▲+1.8% Added · +480 sh | Q1 2026 | |
| 24 | ROTHSCHILD INVESTMENT LLC | $320K | 26K | ▲+133% Added · +15K sh | Q1 2026 | |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $294K | 24K | ▲+10% Added · +2K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 25, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 8 | $104 |
| Feb 25, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 8 | $103 |
| Jan 26, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 343 | $4K |
| Jan 26, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 343 | $4K |
| Jan 2, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 6K | $77K |
| Jan 2, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 6K | $76K |
| Dec 11, 2025 | TOTH TERENCE J | Insider | Buy (P) | 7K | $85K |
| Oct 3, 2025 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 750 | $9K |
| Oct 3, 2025 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 2K | $19K |
| Oct 3, 2025 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 750 | $9K |
| Oct 3, 2025 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 817 | $10K |
| Oct 3, 2025 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 683 | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 68 funds | $16.0B |
| MICROSOFT CORPMSFT | 68 funds | $14.8B |
| ALPHABET INC-CL AGOOGL | 68 funds | $9.7B |
| BROADCOM INCAVGO | 68 funds | $7.3B |
| JPMORGAN CHASE & COJPM | 68 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 68 funds | $5.5B |
| EXXON MOBIL CORPXOM | 68 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 68 funds | $3.8B |
| ELI LILLY & COLLY | 68 funds | $3.6B |
| VISA INC-CLASS A SHARESV | 68 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $3.3B |
| CHEVRON CORPCVX | 68 funds | $2.8B |
Ranked by how many of NZF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NZF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.