NCIQ

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FinancialsUSCUSIP 41809Y102◍ Confluence graph
Tracked 13F Holders
13
-1 QoQ
13F Value (tracked)
$5.0M
13F Moves · latest Q
8 added
0 trimmed
Recent Filings
0

Who owns NCIQ?

13 tracked 13F filers

13 tracked 13F filers disclose a position in NCIQ as of the latest SEC 13F filings, a combined $5.0M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Archer Investment Management, LLC
$2.3M
157K
12×
Added · +144K sh
Q2 2026
2MML INVESTORS SERVICES, LLC
$1.2M
82K
New
+82K sh
Q2 2026
3VICTORY FINANCIAL GROUP, LLC
$376K
26K
+13%
Added · +3K sh
Q2 2026
4Wealthspire Advisors, LLC
$428K
25K
New
+25K sh
Q1 2026
5CreativeOne Wealth, LLC
$295K
20K
+0.5%
Added · +103 sh
Q2 2026
6Shore Point Advisors, LLC
$214K
15K
New
+15K sh
Q2 2026
7CWM, LLC
$54K
3K
+25%
Added · +630 sh
Q1 2026
8TOMPKINS FINANCIAL CORP
$37K
3K
New
+3K sh
Q2 2026
9EFG International AG
$20K
1K
Held
Q2 2026
10Farther Finance Advisors, LLC
$19K
1K
+349%
Added · +873 sh
Q1 2026
11PNC FINANCIAL SERVICES GROUP, INC.
$14K
800
+33%
Added · +200 sh
Q1 2026
12TD Capital Management LLC
$11K
723
New
+723 sh
Q2 2026
13Cape Investment Advisory, Inc.
$409
28
New
+28 sh
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.

Is NCIQ being bought or sold by institutions?

Last quarter, 5 funds opened a new position in NCIQ and 3 added to an existing one, while 0 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).

Opened (NEW)
5
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Funds that own NCIQ also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV9 funds$2.4B
VANGUARD FTSE DEVELOPED ETFVEA9 funds$1.2B
APPLE INCAAPL9 funds$652.3M
NVIDIA CORPNVDA9 funds$629.4M
MICROSOFT CORPMSFT9 funds$472.1M
VANGUARD GROWTH ETFVUG9 funds$371.2M
VANGUARD VALUE ETFVTV9 funds$232.2M
ISHARES MSCI USA QUALITY FACQUAL9 funds$105.2M
VANGUARD S&P 500 ETFVOO8 funds$1.1B
VANGUARD TOTAL STOCK MKT ETFVTI8 funds$487.2M
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$387.7M
AMAZON.COM INCAMZN8 funds$375.0M

Ranked by how many of NCIQ's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

9 funds+7 since Q1 2025
0510Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.4M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in NCIQ

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NCIQ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NCIQ.
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 NCIQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.