Among active 13F managers last quarter, 1 opened and 2 added, while 2 reduced; the largest holder to move was Clear Creek Financial Management, LLC (−0.6%).
29 tracked 13F filers disclose a position in NOVM as of the latest SEC 13F filings, a combined $12.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clear Creek Financial Management, LLC | 87K | $2.9M | ▼−0.6% Reduced · −550 sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | 38K | $1.2M | ▲+6.5% Added · +2K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 31K | $1.0M | ▲+3.2% Added · +962 sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 28K | $915K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 5 | Madrona Financial Services, LLC | 20K | $666K | —Held | Q2 2026 | |
| 6 | Waverly Advisors, LLC | 19K | $638K | —Held | Q2 2026 | |
| 7 | Gallagher Fiduciary Advisors, LLC | 16K | $535K | —Held | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 15K | $502K | ▼−33% Reduced · −8K sh | Q1 2026 | |
| 9 | Ameritas Advisory Services, LLC | 15K | $517K | ▲+45% Added · +5K sh | Q2 2026 | |
| 10 | Truist Financial Corp | 13K | $416K | ▲+8.5% Added · +998 sh | Q1 2026 | |
| 11 | Glen Eagle Advisors, LLC | 13K | $428K | —Held | Q2 2026 | |
| 12 | AE Wealth Management LLC | 12K | $407K | —Held | Q1 2026 | |
| 13 | Capasso Planning Partners LLC | 12K | $407K | —Held | Q2 2026 | |
| 14 | Geneos Wealth Management Inc. | 12K | $404K | ▲+100% Added · +6K sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | 9K | $292K | —Held | Q2 2026 | |
| 16 | CWM, LLC | 8K | $277K | ▼−0.1% Reduced · −6 sh | Q1 2026 | |
| 17 | Buck Wealth Strategies, LLC | 7K | $242K | —Held | Q2 2026 | |
| 18 | Victory Financial Group, LLC | 7K | $240K | —Held | Q2 2026 | |
| 19 | Prasad Wealth Partners, LLC | 7K | $237K | ▼−7.9% Reduced · −600 sh | Q2 2026 | |
| 20 | PKS Advisory Services, LLC | 6K | $202K | ▲Added Added · +6K sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | 3K | $110K | ▼−64% Reduced · −6K sh | Q1 2026 | |
| 22 | Harbour Investments, Inc. | 1K | $40K | —Held | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 909 | $30K | ▼−90% Reduced · −8K sh | Q1 2026 | |
| 24 | Capital Investment Advisory Services, LLC | 800 | $27K | —Held | Q2 2026 | |
| 25 | Triumph Capital Management | 750 | $25K | —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, 1 fund opened a new position in NOVM and 2 added to an existing one, while 2 reduced. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 15 funds | $1.8B |
| Vanguard S&P 500 ETFVOO | 15 funds | $1.6B |
| Apple IncAAPL | 15 funds | $1.3B |
| Nvidia CorpNVDA | 15 funds | $910.4M |
| Microsoft CorpMSFT | 15 funds | $756.9M |
| Vanguard Total Stock MKT ETFVTI | 15 funds | $745.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $741.3M |
| Amazon.com IncAMZN | 15 funds | $608.0M |
| Alphabet Inc-CL AGOOGL | 15 funds | $449.0M |
| JPMorgan Chase & CoJPM | 15 funds | $365.1M |
| Alphabet Inc-CL CGOOG | 15 funds | $357.9M |
| Broadcom IncAVGO | 15 funds | $348.9M |
Ranked by how many of NOVM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NOVM.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 201 funds | $1.4B |
| BUFQmc | 173 funds | $1.0B |
| FJULmc | 140 funds | $251.9M |
| FDECmc | 137 funds | $307.6M |
| FSEPmc | 137 funds | $287.4M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 132 funds | $769.2M |
| GJULmc | 115 funds | $196.4M |
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 NOVM
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/NOVM/capital-change-brief"
Use Arkolith's capital_change_brief for NOVM. 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 NOVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.