Institutional Holders (2026 Q2)
130 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NAC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | 1.13% | 142,401 | $1.7M |
| 2 | Ignite Planners, LLC | 0.79% | 476,800 | $5.8M |
| 3 | Oder Investment Management, LLC | 0.51% | 63,137 | $765K |
| 4 | Strategic Advocates LLC | 0.49% | 10,400 | $126K |
| 5 | Atala Financial Inc | 0.42% | 57,385 | $696K |
| 6 | Rareview Capital LLC | 0.41% | 66,339 | $741K |
| 7 | Southland Equity Partners LLC | 0.39% | 184,440 | $2.2M |
| 8 | Advisors Asset Management, Inc. | 0.35% | 1,877,055 | $22.7M |
| 9 | New Insight Wealth Advisors | 0.34% | 94,160 | $1.1M |
| 10 | Melfa Wealth Management, INC. | 0.33% | 49,816 | $604K |
| 11 | Pacific Wealth Strategies Group, Inc. | 0.31% | 44,466 | $539K |
| 12 | Guggenheim Capital LLC | 0.27% | 3,486,662 | $42.3M |
| 13 | Tortuga Wealth Management, Inc | 0.25% | 22,972 | $268K |
| 14 | Hennion & Walsh Asset Management, Inc. | 0.18% | 518,286 | $6.3M |
| 15 | Closed-End Fund Advisors, Inc. | 0.16% | 13,891 | $168K |
| 16 | Core Wealth Partners LLC | 0.15% | 29,699 | $360K |
| 17 | Riverview Trust Co | 0.15% | 10,612 | $129K |
| 18 | RHS Financial, LLC | 0.14% | 28,824 | $349K |
| 19 | Fiscal Wisdom Wealth Management, LLC | 0.12% | 11,901 | $144K |
| 20 | Requisite Capital Management, LLC | 0.10% | 52,058 | $635K |
| 21 | Clg LLC | 0.10% | 37,584 | $456K |
| 22 | PFG Investments, LLC | 0.09% | 199,004 | $2.4M |
| 23 | Cascade Financial Partners, LLC | 0.08% | 79,954 | $969K |
| 24 | Barnes Wealth Management Group, Inc | 0.08% | 14,953 | $181K |
| 25 | Bridgewealth Advisory Group, LLC | 0.08% | 36,555 | $443K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|