Robertson Stephens Wealth Management 13F: New $185M Stake in NDAA
Robertson Stephens Wealth Management opened a significant stake in the Ned Davis Research 360 Dynamic Allocation ETF.
Reviewed by automated data checks against the source filing. How we make and check alerts
Robertson Stephens Wealth Management opened a new position of 7,739,330 shares in Ned Davis Research 360 Dynamic Allocation ETF ($NDAA), according to a 13F filing with the SEC dated October 16, 2026. It reported 7,739,330 shares worth $184.91 million at the end of the quarter.
Find the original: Robertson Stephens Wealth Management 13F filings on SEC EDGAR
NDAA
Ned Davis Research 360 Dynamic Allocation ETF
Key Points
- Robertson Stephens Wealth Management has taken a new position in the Ned Davis Research 360 Dynamic Allocation ETF (NDAA), acquiring 7.7 million shares valued at approximately $184.9 million.
- Robertson Stephens Wealth Management held 7,739,330 $NDAA shares at quarter end, all of it a new position.
- As of October 16, 2026, NDAA's recent trading price was $23.94, which is below its 50-day moving average and near its 52-week low of $21.20.
- Currently, the ETF has a P/E ratio of about 19.70 and offers a dividend yield of 2.47%.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Ned Davis Research 360 Dynamic Allocation ETF alert may contain errors. Disclosures
Robertson Stephens Wealth Management opened a new position in the Ned Davis Research 360 Dynamic Allocation ETF (NDAA) in a filing on October 16, 2026. The firm acquired 7,739,330 shares worth about $184.9 million, indicating a significant investment in this ETF that primarily invests in other passively managed ETFs.
Ned Davis Research 360 Dynamic Allocation ETF Stock Up 0.6%
As of October 16, 2026, NDAA was recently trading around $23.94, which is below its 50-day moving average of $24.23 but above its 200-day average of $23.32. The stock is 2.9% below its 52-week high of $24.65, while trading 12.9% above its 52-week low of $21.20.
Dividend
NDAA has a dividend yield of 2.47%, reflecting its commitment to returning value to shareholders.
Insider Buying and Selling at Ned Davis Research 360 Dynamic Allocation ETF
There were no reported insider transactions for NDAA during this period.
Analysts Set New Price Targets
There were no new analyst ratings or price targets provided for NDAA at this time.
About NDAA
The Ned Davis Research 360 Dynamic Allocation ETF is an actively managed fund that invests primarily in passively managed ETFs, focusing on equities, bonds, commodities, and money markets. This recent investment by Robertson Stephens Wealth Management demonstrates a strategic move into this diversified asset class.
Bottom Line
Watch for the upcoming earnings report and any future filings from Robertson Stephens Wealth Management. This new position reflects their strategy to invest in a fund that offers diversified exposure through a mix of different asset types. Keep in mind that this filing reflects the firm's holdings as of the reporting period and may not represent their current position.
Related Filing Alerts
Source: Robertson Stephens Wealth Management's 13F filing on $NDAA (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Robertson Stephens Wealth Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts