Who owns NATO?
Themes Transatlantic Defense ETF · Themes
28 institutions reported holding NATO, worth $28.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NATO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $6.7M | 165,995 | +14,814 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.9M | 96,266 | +6,050 shares |
| Cetera Investment Advisers | Schaumburg, IL | $2.6M | 63,661 | +7,386 shares |
| Principal Securities, Inc. | Des Moines, IA | $2.6M | 63,071 | +41,713 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $2.1M | 52,290 | +47,265 shares |
| MOGY Joel R Investment Counsel Inc. | Beverly Hills, CA | $1.8M | 45,315 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.6M | 40,217 | New position |
| SHP Wealth Management | Plymouth, MA | $1.1M | 27,272 | +3,415 shares |
| Visionary Wealth Advisors | O'Fallon, IL | $752K | 18,531 | +3,332 shares |
| Arax Advisory Partners | New York, NY | $698K | 17,197 | +61 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns NATO?
28 institutional managers reported holding NATO in Form 13F filings for June 30, 2026, worth $28.0M in total. The largest reported position was held by LPL Financial LLC, at $6.7M.
Did institutions buy or sell NATO last quarter?
Reported 13F value rose 4.1% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NATO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.