Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was Diversified Portfolios, Inc. (+29%).
15 tracked 13F filers disclose a position in NCLO as of the latest SEC 13F filings, a combined $52.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | 1.2M | $29.5M | ▲+29% Added · +267K sh | Q2 2026 | |
| 2 | Arax Advisory Partners | 473K | $11.9M | ▲+31% Added · +112K sh | Q2 2026 | |
| 3 | Kilter Group LLC | 139K | $3.5M | ▲New +139K sh | Q2 2026 | |
| 4 | Goldman Sachs Group Inc | 129K | $3.2M | ▲New +129K sh | Q1 2026 | |
| 5 | Jane Street Group, LLC | 60K | $1.5M | ▲New +60K sh | Q1 2026 | |
| 6 | Channel Wealth LLC | 21K | $519K | —Held | Q2 2026 | |
| 7 | Mutual Advisors, LLC | 19K | $465K | ▲New +19K sh | Q2 2026 | |
| 8 | Crescent Grove Advisors, LLC | 16K | $401K | ▲New +16K sh | Q2 2026 | |
| 9 | Flagstar Securities, Inc | 15K | $388K | ▲+1.2% Added · +191 sh | Q2 2026 | |
| 10 | Sanctuary Advisors, LLC | 15K | $374K | ▲+10% Added · +1K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 12K | $297K | ▲22× Added · +11K sh | Q1 2026 | |
| 12 | Trajan Wealth LLC | 11K | $264K | ▼−3.1% Reduced · −339 sh | Q2 2026 | |
| 13 | Lionsbridge Wealth Management LLC | 10K | $251K | ▼−3.3% Reduced · −341 sh | Q2 2026 | |
| 14 | Victory Financial Group, LLC | 9K | $225K | ▲New +9K sh | Q2 2026 | |
| 15 | Harbour Investments, Inc. | 7K | $177K | —Held | 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 NCLO and 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $829.0M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $729.0M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $543.6M |
| Vanguard S&P 500 ETFVOO | 8 funds | $498.9M |
| Vanguard Total Stock MKT ETFVTI | 8 funds | $468.3M |
| Vanguard Growth ETFVUG | 8 funds | $387.7M |
| Vanguard Value ETFVTV | 8 funds | $228.0M |
| Vanguard High DVD Yield ETFVYM | 8 funds | $203.2M |
| Vanguard Ftse Developed ETFVEA | 8 funds | $190.3M |
| Schwab US DVD Equity ETFSCHD | 8 funds | $146.3M |
| Ishares Core S&P Midcap ETFIJH | 8 funds | $144.1M |
| Ishares Core Msci EmergingIEMG | 8 funds | $127.5M |
Ranked by how many of NCLO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NCLO.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 294 funds | $1.9B |
| NULVmc | 258 funds | $1.6B |
| NUSCcommon | 245 funds | $971.2M |
| NUDMcommon | 140 funds | $471.3M |
| NUMGmc | 126 funds | $251.5M |
| NUMVmc | 122 funds | $334.3M |
| NUBDUIT EXCHANGE TRADED | 113 funds | $266.7M |
| NUEMcommon | 109 funds | $254.2M |
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 NCLO
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/NCLO/capital-change-brief"
Use Arkolith's capital_change_brief for NCLO. 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 NCLO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.