53 tracked 13F filers disclose a position in NCZ as of the latest SEC 13F filings, a combined $72.8M 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 | $39.2M | 2.9M | ▲+4.9% Added · +138K sh | Q1 2026 | |
| 2 | Congress Park Capital LLC | $8.6M | 543K | ▲+1.3% Added · +7K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $4.2M | 310K | ▲+15% Added · +40K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $3.6M | 265K | ▲+18% Added · +40K sh | Q1 2026 | |
| 5 | Thomas J. Herzfeld Advisors, Inc. | $3.3M | 206K | ▲New +206K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 89K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 7 | OPPENHEIMER & CO INC | $1.2M | 77K | ▼−4.7% Reduced · −4K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.0M | 76K | ▼−29% Reduced · −31K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $999K | 75K | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $780K | 58K | ▼−1.4% Reduced · −841 sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $842K | 53K | ▼−3.8% Reduced · −2K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $622K | 46K | ▼−18% Reduced · −10K sh | Q1 2026 | |
| 13 | Twelve Points Wealth Management LLC | $736K | 46K | ▼−2.2% Reduced · −1K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | $677K | 43K | ▼−3.6% Reduced · −2K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $549K | 41K | ▼−68% Reduced · −86K sh | Q1 2026 | |
| 16 | CHOREO, LLC | $632K | 40K | ▲+193% Added · +26K sh | Q2 2026 | |
| 17 | Merit Financial Group, LLC | $579K | 36K | ▼−0.7% Reduced · −263 sh | Q2 2026 | |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $544K | 34K | ▲+71% Added · +14K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $392K | 29K | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 20 | UBS Group AG | $337K | 25K | ▼−1.9% Reduced · −484 sh | Q1 2026 | |
| 21 | READYSTATE ASSET MANAGEMENT LP | $301K | 22K | ▲+78% Added · +10K sh | Q1 2026 | |
| 22 | Baird Financial Group, Inc. | $289K | 22K | ▲New +22K sh | Q1 2026 | |
| 23 | Closed-End Fund Advisors, Inc. | $325K | 20K | ▲+8.0% Added · +2K sh | Q2 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $256K | 19K | ▲New +19K sh | Q1 2026 | |
| 25 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $253K | 16K | —Held | Q2 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 NCZ 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 17 funds | $1.2B |
| MICROSOFT CORPMSFT | 16 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $1.7B |
| NETFLIX INCNFLX | 16 funds | $417.2M |
| SPDR GOLD SHARESGLD | 16 funds | $270.0M |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $9.5B |
| NVIDIA CORPNVDA | 15 funds | $3.6B |
| APPLE INCAAPL | 15 funds | $3.5B |
| AMAZON.COM INCAMZN | 15 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.4B |
| BROADCOM INCAVGO | 15 funds | $1.4B |
Ranked by how many of NCZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NCZthis pagecommon | 53 funds | $72.8M |
| 92838U108COM | 1 funds | $13.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NCZ
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/NCZ/capital-change-brief"
Use Arkolith's capital_change_brief for NCZ. 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 NCZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.