The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query NCV owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NCV"
Use Arkolith to show who owns NCV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $8.9M | 601K | ▼−14% Reduced · −98K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $2.4M | 164K | ▲+21% Added · +29K sh | Q1 2026 | |
| 3 | Summit Financial, LLC | $1.8M | 124K | ▼−0.2% Reduced · −269 sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $1.1M | 71K | ▼−7.7% Reduced · −6K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $734K | 49K | ▼−0.3% Reduced · −157 sh | Q1 2026 | |
| 6 | READYSTATE ASSET MANAGEMENT LP | $547K | 37K | ▲+40% Added · +10K sh | Q1 2026 | |
| 7 | Lido Advisors, LLC | $472K | 32K | —Held | Q1 2026 | |
| 8 | Pathstone Holdings, LLC | $468K | 31K | ▲+42% Added · +9K sh | Q1 2026 | |
| 9 | &PARTNERS | $407K | 27K | ▲+26% Added · +6K sh | Q1 2026 | |
| 10 | Merit Financial Group, LLC | $341K | 23K | ▼−0.1% Reduced · −14 sh | Q1 2026 | |
| 11 | CWM, LLC | $69K | 5K | ▲+8.4% Added · +361 sh | Q1 2026 | |
| 12 | Root Financial Partners, LLC | $2K | 161 | ▲New +161 sh | Q1 2026 | |
| 13 | ASSETMARK, INC | $848 | 57 | —Held | Q1 2026 | |
| 14 | WHITTIER TRUST CO OF NEVADA INC | $62 | 4 | ▲New +4 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2025 | MCDANIEL CONNIE D | Director | Buy (P) | 367 | $5K |
| Oct 6, 2023 | Oberto David J. | Insider | Disposed to issuer (D) | 139 | $423 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 17 funds | $9.0B |
| NVIDIA CORPNVDA | 17 funds | $7.7B |
| MICROSOFT CORPMSFT | 17 funds | $7.0B |
| AMAZON.COM INCAMZN | 17 funds | $4.6B |
| BROADCOM INCAVGO | 17 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $2.6B |
| TESLA INCTSLA | 17 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 17 funds | $1.4B |
| CHEVRON CORPCVX | 17 funds | $1.1B |
| HOME DEPOT INCHD | 17 funds | $1.0B |
| MICRON TECHNOLOGY INCMU | 17 funds | $746.2M |
| NETFLIX INCNFLX | 17 funds | $709.9M |
Ranked by how many of NCV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.