56 tracked 13F filers disclose a position in NCV as of the latest SEC 13F filings, a combined $74.4M 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 | MORGAN STANLEY | $19.4M | 1.3M | ▲+4.0% Added · +50K sh | Q1 2026 | |
| 2 | Congress Park Capital LLC | $14.3M | 813K | ▲+1.3% Added · +11K sh | Q2 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $6.2M | 417K | ▲+24% Added · +79K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $5.5M | 370K | ▲+0.2% Added · +675 sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $4.1M | 274K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $3.9M | 260K | ▼−4.4% Reduced · −12K sh | Q1 2026 | |
| 7 | Thomas J. Herzfeld Advisors, Inc. | $3.3M | 186K | ▲New +186K sh | Q2 2026 | |
| 8 | Summit Financial, LLC | $2.1M | 120K | ▼−3.1% Reduced · −4K sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $1.5M | 99K | ▼−10% Reduced · −11K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 90K | ▼−69% Reduced · −204K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $1.5M | 85K | ▲+20% Added · +14K sh | Q2 2026 | |
| 12 | CoreCap Advisors, LLC | $1.0M | 68K | ▲+326% Added · +52K sh | Q1 2026 | |
| 13 | Wealth Care LLC | $1.1M | 62K | ▼−8.7% Reduced · −6K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | $886K | 50K | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $733K | 42K | ▲+13% Added · +5K sh | Q2 2026 | |
| 16 | READYSTATE ASSET MANAGEMENT LP | $547K | 37K | ▲+40% Added · +10K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $507K | 34K | ▼−8.2% Reduced · −3K sh | Q1 2026 | |
| 18 | CHOREO, LLC | $590K | 34K | ▲Added Added · +34K sh | Q2 2026 | |
| 19 | Lido Advisors, LLC | $558K | 32K | —Held | Q2 2026 | |
| 20 | Pathstone Holdings, LLC | $468K | 31K | ▲+42% Added · +9K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $448K | 30K | ▼−52% Reduced · −32K sh | Q1 2026 | |
| 22 | &PARTNERS | $481K | 27K | —Held | Q2 2026 | |
| 23 | UBS Group AG | $405K | 27K | ▲+28% Added · +6K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $402K | 27K | ▲+2.7% Added · +708 sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $398K | 27K | ▲New +27K 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.
Last quarter, 3 funds opened a new position in NCV and 7 added to an existing one, while 6 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 |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 18 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $1.1B |
| NVIDIA CORPNVDA | 17 funds | $3.5B |
| APPLE INCAAPL | 17 funds | $3.1B |
| MICROSOFT CORPMSFT | 17 funds | $2.1B |
| AMAZON.COM INCAMZN | 17 funds | $1.5B |
| BROADCOM INCAVGO | 17 funds | $1.3B |
| BANK OF AMERICA CORPBAC | 17 funds | $890.1M |
| CHEVRON CORPCVX | 17 funds | $584.8M |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $10.0B |
| ALPHABET INC-CL AGOOGL | 16 funds | $1.2B |
Ranked by how many of NCV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NCVthis pagecommon | 56 funds | $74.4M |
| 92838X102COM | 1 funds | $8.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NCV
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/NCV/capital-change-brief"
Use Arkolith's capital_change_brief for NCV. 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 NCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.