25 tracked 13F filers disclose a position in NBCM as of the latest SEC 13F filings, a combined $266.9M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | $109.7M | 3.9M | ▲+6.2% Added · +229K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $96.9M | 3.5M | ▲+5.8% Added · +195K sh | Q2 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.5M | 1.4M | ▲+29% Added · +307K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $5.0M | 179K | ▲+24% Added · +35K sh | Q1 2026 | |
| 5 | STIFEL FINANCIAL CORP | $4.1M | 148K | ▲+38% Added · +41K sh | Q1 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 127K | ▲14× Added · +117K sh | Q1 2026 | |
| 7 | Wealth Enhancement Trust Services, Inc. | $2.5M | 93K | ▲+739% Added · +82K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.2M | 78K | ▲+429% Added · +63K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $982K | 37K | ▼−83% Reduced · −175K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $758K | 27K | ▼−1.8% Reduced · −492 sh | Q1 2026 | |
| 11 | Vise Technologies, Inc. | $411K | 18K | —Held | Q1 2026 | |
| 12 | Brookwood Investment Group LLC | $473K | 18K | ▲+2.6% Added · +447 sh | Q2 2026 | |
| 13 | NorthCrest Asset Manangement, LLC | $473K | 17K | ▼−1.8% Reduced · −308 sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $384K | 14K | ▲New +14K sh | Q1 2026 | |
| 15 | HB Wealth Management, LLC | $257K | 10K | ▲New +10K sh | Q2 2026 | |
| 16 | REGIONS FINANCIAL CORP | $248K | 10K | ▲14× Added · +9K sh | Q1 2026 | |
| 17 | MGO ONE SEVEN LLC | $221K | 8K | ▲New +8K sh | Q2 2026 | |
| 18 | PRIVATE TRUST CO NA | $124K | 5K | ▲New +5K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $53K | 2K | ▼−33% Reduced · −944 sh | Q1 2026 | |
| 20 | Key FInancial Inc | $49K | 2K | ▲New +2K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $34K | 1K | —Held | Q1 2026 | |
| 22 | Golden State Wealth Management, LLC | $13K | 503 | —Held | Q2 2026 | |
| 23 | LANARK FINANCIAL, INC. | $6K | 221 | —Held | Q2 2026 | |
| 24 | Aptus Capital Advisors, LLC | $1K | 36 | ▲New +36 sh | Q1 2026 | |
| 25 | Farther Finance Advisors, LLC | $18 | 1 | ▲New +1 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.
Last quarter, 4 funds opened a new position in NBCM and 3 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $6.6B |
| APPLE INCAAPL | 10 funds | $5.6B |
| MICROSOFT CORPMSFT | 10 funds | $5.3B |
| AMAZON.COM INCAMZN | 10 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 10 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 10 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 10 funds | $2.9B |
| ELI LILLY & COLLY | 10 funds | $2.0B |
| BROADCOM INCAVGO | 10 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.8B |
| EXXON MOBIL CORPXOM | 10 funds | $1.6B |
Ranked by how many of NBCM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDSHORT DURATION I | 61 funds | $670.7M |
| NBOSOPT STRATEGY ETF | 40 funds | $296.1M |
| NBCMthis pageMF Closed and MF Open | 25 funds | $266.9M |
| NBCRMF Closed and MF Open | 17 funds | $660.3M |
| NBSMSMALL MID CAP ET | 17 funds | $162.0M |
| NEMDSHS | 14 funds | $111.1M |
| NBETETF | 13 funds | $26.8M |
| NBDSFUND | 8 funds | $15.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NBCM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NBCM/capital-change-brief"
Use Arkolith's capital_change_brief for NBCM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NBCM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.