NCL

Northann Corp Cross-source read
MaterialsCUSIP 66373M408

Among active 13F managers last quarter, 3 opened and 1 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.

Tracked 13F holders
11
4 in Q2 2026 filings
13F value (tracked)
$139K
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
4 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns NCL?

11 tracked 13F filers · ranked by shares held

11 tracked 13F filers disclose a position in NCL as of the latest SEC 13F filings, a combined $139K 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.

#FundSharesPosition valueLast moveAs ofHistory
1Geode Capital Management, LLC312K
$50K
+23%
Added · +59K sh
Q2 2026
2Vanguard Fiduciary Trust Co310K
$49K
New
+310K sh
Q2 2026
3Citadel Advisors LLC101K
$16K
New
+101K sh
Q2 2026
4XTX Topco Ltd55K
$8K
New
+55K sh
Q1 2026
5Vanguard Capital Management LLC46K
$7K
Held
Q2 2026
6Ewa, LLC19K
$3K
New
+19K sh
Q2 2026
7IHT Wealth Management, LLC17K
$3K
New
+17K sh
Q2 2026
8StoneX Group Inc.11K
$2K
Added
Added · +11K sh
Q2 2026
9UBS Group AG6K
$873
−12%
Reduced · −840 sh
Q1 2026
10Tower Research Capital LLC (TRC)2K
$293
−0.9%
Reduced · −18 sh
Q1 2026
11Osaic Holdings, Inc.37
$5
−92%
Reduced · −450 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.

Is NCL being bought or sold by institutions?

Last quarter, 3 funds opened a new position in NCL and 1 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
1
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NCL also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN5 funds$2.7B
Nvidia CorpNVDA5 funds$2.5B
Apple IncAAPL5 funds$2.3B
Microsoft CorpMSFT5 funds$1.5B
Broadcom IncAVGO5 funds$1.2B
Eli Lilly & CoLLY5 funds$1.2B
Alphabet Inc-CL AGOOGL5 funds$1.1B
Advanced Micro DevicesAMD5 funds$949.7M
Alphabet Inc-CL CGOOG5 funds$943.3M
Abbvie IncABBV5 funds$819.1M
Abbott LaboratoriesABT5 funds$803.0M
Applied Materials IncAMAT5 funds$802.2M

Ranked by how many of NCL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NCL.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Sep 11, 2025Zhang JingDirectorSell (S)64K$10K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
23
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
NCL is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

4 tracked filers in Q2 2026 filingsstill filing
059Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $57K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

12 most recent

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Connected entities for NCL

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Ask your agent what changed in NCL

This stock 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/NCL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NCL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for NCL. Filings are public domain, sourced to SEC EDGAR.