Among active 13F managers last quarter, 4 opened and 3 added, while 2 reduced; the largest holder to move was Neuberger Berman Group LLC (+6.2%).
27 tracked 13F filers disclose a position in NBCM as of the latest SEC 13F filings, a combined $270.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 3.9M | $109.7M | ▲+6.2% Added · +229K sh | Q1 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 3.5M | $96.9M | ▲+5.8% Added · +195K sh | Q2 2026 | |
| 3 | Northwestern Mutual Wealth Management Co | 1.4M | $38.5M | ▲+29% Added · +307K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 179K | $5.0M | ▲+24% Added · +35K sh | Q1 2026 | |
| 5 | Stifel Financial Corp | 148K | $4.1M | ▲+38% Added · +41K sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 127K | $3.6M | ▲14× Added · +117K sh | Q1 2026 | |
| 7 | IAG Wealth Partners, LLC | 100K | $2.7M | ▼−17% Reduced · −21K sh | Q2 2026 | |
| 8 | Wealth Enhancement Trust Services, Inc. | 93K | $2.5M | ▲+739% Added · +82K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 78K | $2.2M | ▲+429% Added · +63K sh | Q1 2026 | |
| 10 | Vise Technologies, Inc. | 51K | $1.4M | ▲+182% Added · +33K sh | Q2 2026 | |
| 11 | Private Advisor Group, LLC | 37K | $982K | ▼−83% Reduced · −175K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 27K | $758K | ▼−1.8% Reduced · −492 sh | Q1 2026 | |
| 13 | Brookwood Investment Group LLC | 18K | $473K | ▲+2.6% Added · +447 sh | Q2 2026 | |
| 14 | NorthCrest Asset Manangement, LLC | 17K | $473K | ▼−1.8% Reduced · −308 sh | Q2 2026 | |
| 15 | Bank Of America Corp | 14K | $384K | ▲New +14K sh | Q1 2026 | |
| 16 | Advisors Preferred, LLC | 13K | $336K | ▲New +13K sh | Q2 2026 | |
| 17 | HB Wealth Management, LLC | 10K | $257K | ▲New +10K sh | Q2 2026 | |
| 18 | Regions Financial Corp | 9K | $233K | ▼−0.1% Reduced · −12 sh | Q2 2026 | |
| 19 | Mgo One Seven LLC | 8K | $221K | ▲New +8K sh | Q2 2026 | |
| 20 | Private Trust Co Na | 5K | $124K | ▲New +5K sh | Q2 2026 | |
| 21 | Royal Bank Of Canada | 2K | $53K | ▼−33% Reduced · −944 sh | Q1 2026 | |
| 22 | Key FInancial Inc | 2K | $49K | ▲New +2K sh | Q2 2026 | |
| 23 | Morgan Stanley | 1K | $34K | —Held | Q1 2026 | |
| 24 | Huntington National Bank | 1K | $27K | ▲New +1K sh | Q2 2026 | |
| 25 | Golden State Wealth Management, LLC | 503 | $13K | —Held | Q2 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 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 10 funds | $6.5B |
| Microsoft CorpMSFT | 10 funds | $5.1B |
| Alphabet Inc-CL AGOOGL | 10 funds | $3.5B |
| JPMorgan Chase & CoJPM | 10 funds | $2.9B |
| Eli Lilly & CoLLY | 10 funds | $2.1B |
| Broadcom IncAVGO | 10 funds | $2.0B |
| Meta Platforms Inc-Class AMETA | 10 funds | $1.7B |
| Home Depot IncHD | 10 funds | $1.5B |
| Johnson & JohnsonJNJ | 10 funds | $1.3B |
| Visa Inc-Class A SharesV | 10 funds | $1.1B |
| Costco Wholesale CorpCOST | 10 funds | $1.1B |
| Walmart IncWMT | 10 funds | $970.6M |
Ranked by how many of NBCM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NBCM.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDSHORT DURATION I | 61 funds | $670.3M |
| NBOSOPT STRATEGY ETF | 43 funds | $286.0M |
| NBCMthis pageMF Closed and MF Open | 27 funds | $270.8M |
| NBSMSMALL MID CAP ET | 18 funds | $169.5M |
| NBCRMF Closed and MF Open | 15 funds | $659.0M |
| NEMDSHS | 14 funds | $111.1M |
| NBETETF | 14 funds | $26.7M |
| NBDSFUND | 10 funds | $16.7M |
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.