Who owns NATOWhat NATO owns — n/a

Who owns NATO?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of NATO from SEC Form 13F filings across 28 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 28 institutions disclosed 644,551 shares of NATO worth $26.1M; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$26.1M

value, 2026 filers

644,551

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NATO's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	LPL Financial LLC	165,995	$6.7M	0.0%	—	+9.8%
2	COMMONWEALTH EQUITY SERVICES, LLC	96,266	$3.9M	0.0%	—	+6.7%
3	Cetera Investment Advisers	63,661	$2.6M	0.0%	—	+13.1%
4	PRINCIPAL SECURITIES, INC.	63,071	$2.6M	0.0%	—	+195.3%
5	Steward Partners Investment Advisory, LLC	52,290	$2.1M	0.0%	—	+940.6%
6	RAYMOND JAMES FINANCIAL INCNEW	40,217	$1.6M	0.0%	—	new
7	SHP Wealth Management	27,272	$1.1M	0.1%	—	+14.3%
8	Visionary Wealth Advisors	18,531	$752,385	0.0%	—	+21.9%
9	Arax Advisory Partners	17,197	$698,204	0.0%	—	+0.4%
10	Nautilus Advisors LLC	16,030	$651,267	0.4%	—	+52.2%
11	HighTower Advisors, LLC	13,089	$531,398	0.0%	—	+6.4%
12	ENVESTNET ASSET MANAGEMENT INCNEW	12,112	$491,751	0.0%	—	new
13	TRUIST FINANCIAL CORP	9,286	$377,030	0.0%	—	-0.5%
14	PFG AdvisorsNEW	8,464	$343,632	0.0%	—	new
15	FIDUCIARY FINANCIAL ADVISORSNEW	8,275	$335,986	0.0%	—	new
16	Capital Investment Counsel, LLCNEW	6,817	$276,772	0.0%	—	new
17	Advyzon Investment Management, LLC	6,559	$266,297	0.0%	—	-3.2%
18	Wealthspire Advisors, LLC	6,000	$243,602	0.0%	—	0.0%
19	ROYAL BANK OF CANADA	3,978	$161,000	0.0%	—	-22.6%
20	NATIONAL BANK OF CANADA /FI/	3,692	$149,563	0.0%	—	-23.0%
21	Federation des caisses Desjardins du Quebec	3,531	$143,359	0.0%	—	-49.1%
22	Banque Cantonale Vaudoise	1,616	$66	0.0%	—	0.0%
23	Minot DeBlois Advisors LLC	200	$8,120	0.0%	—	0.0%
24	HARBOUR INVESTMENTS, INC.	173	$7,024	0.0%	—	-95.4%
25	Clearstead Advisors, LLC	126	$5,099	0.0%	—	0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.