12 tracked 13F filers disclose a position in NCLO as of the latest SEC 13F filings, a combined $45.6M 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 | Diversified Portfolios, Inc. | $29.5M | 1.2M | ▲+29% Added · +267K sh | Q2 2026 | |
| 2 | Arax Advisory Partners | $9.0M | 361K | ▲+155% Added · +219K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $3.2M | 129K | ▲New +129K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $1.5M | 60K | ▲New +60K sh | Q1 2026 | |
| 5 | CHANNEL WEALTH LLC | $519K | 21K | —Held | Q2 2026 | |
| 6 | FLAGSTAR SECURITIES, INC | $388K | 15K | ▲+1.2% Added · +191 sh | Q2 2026 | |
| 7 | Sanctuary Advisors, LLC | $337K | 14K | ▼−30% Reduced · −6K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $297K | 12K | ▲22× Added · +11K sh | Q1 2026 | |
| 9 | Trajan Wealth LLC | $271K | 11K | ▼−8.2% Reduced · −970 sh | Q1 2026 | |
| 10 | Lionsbridge Wealth Management LLC | $251K | 10K | ▼−3.3% Reduced · −341 sh | Q2 2026 | |
| 11 | VICTORY FINANCIAL GROUP, LLC | $225K | 9K | ▲New +9K sh | Q2 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $177K | 7K | —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, 1 fund opened a new position in NCLO 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $170.3M |
| ISHARES CORE S&P SMALL-CAP EIJR | 6 funds | $58.1M |
| ISHARES CORE U.S. AGGREGATEAGG | 6 funds | $46.7M |
| SPDR GOLD SHARESGLD | 6 funds | $38.9M |
| STATE STREET SPDR S&P MIDCAPMDY | 6 funds | $29.2M |
| SS SPDR BB 1-3M T-BILL ETFBIL | 6 funds | $27.2M |
| ISHARES MSCI USA QUALITY FACQUAL | 6 funds | $19.5M |
| SS SPDR DOW JONES INDUS AVGDIA | 6 funds | $15.6M |
| ISHARES MSCI EMERGING MARKETEEM | 6 funds | $9.1M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $308.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $292.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $261.9M |
Ranked by how many of NCLO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 238 funds | $1.9B |
| NULVmc | 225 funds | $1.5B |
| NUSCcommon | 211 funds | $945.9M |
| NUDMcommon | 118 funds | $440.8M |
| NUMGmc | 112 funds | $240.9M |
| NUMVmc | 105 funds | $322.6M |
| NUEMcommon | 94 funds | $239.1M |
| NUBDNUVEENESGUS | 93 funds | $254.6M |
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.