Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was TrueMark Investments, LLC (+166%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
15 tracked 13F filers disclose a position in NOVZ as of the latest SEC 13F filings, a combined $32.8M 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 | TrueMark Investments, LLC | 585K | $27.5M | ▲+166% Added · +365K sh | Q2 2026 | |
| 2 | Valtinson Bruner Financial Planning LLC | 69K | $3.2M | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 3 | Old Mission Capital LLC | 25K | $1.0M | ▲New +25K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 12K | $508K | ▲+0.1% Added · +18 sh | Q1 2026 | |
| 5 | LaSalle St. Investment Advisors, LLC | 5K | $241K | —Held | Q2 2026 | |
| 6 | Blue Bell Private Wealth Management, LLC | 3K | $149K | —Held | Q2 2026 | |
| 7 | AE Wealth Management LLC | 780 | $33K | ▼−11% Reduced · −99 sh | Q1 2026 | |
| 8 | Arax Advisory Partners | 269 | $13K | —Held | Q2 2026 | |
| 9 | UBS Group AG | 269 | $11K | ▲+82% Added · +121 sh | Q1 2026 | |
| 10 | Elevated Capital Advisors, LLC | 240 | $11K | —Held | Q2 2026 | |
| 11 | Capital Investment Advisory Services, LLC | 181 | $9K | —Held | Q2 2026 | |
| 12 | DHJJ Financial Advisors, Ltd. | 72 | $3K | —Held | Q2 2026 | |
| 13 | Compass Financial Management LLC | 11 | $530 | ▲New +11 sh | Q2 2026 | |
| 14 | Lloyd Advisory Services, LLC. | 8 | $383 | ▲New +8 sh | Q2 2026 | |
| 15 | AssetMark, Inc | 8 | $376 | —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, 3 funds opened a new position in NOVZ and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Nvidia CorpNVDA | 8 funds | $427.7M |
| Janus Henderson Aaa Clo ETFJAAA | 8 funds | $118.0M |
| Taiwan Semiconductor-SP ADRTSM | 8 funds | $100.0M |
| RTX CorpRTX | 8 funds | $65.6M |
| ASML Holding NV-NY Reg SHSASML | 8 funds | $48.8M |
| BP PLC-Spons ADRBP | 8 funds | $24.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $799.3M |
| Ishares Core Msci EmergingIEMG | 7 funds | $686.3M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $384.0M |
| Ishares Core S&P 500 ETFIVV | 7 funds | $349.8M |
| Vanguard Total Stock MKT ETFVTI | 7 funds | $282.1M |
| Vanguard S&P 500 ETFVOO | 7 funds | $240.6M |
Ranked by how many of NOVZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NOVZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 26, 2015 | Twenty Second Trust | 10% Owner | Sell (S) | 2.3M | $450K |
| Dec 7, 2011 | 1514768 Alberta Ltd. | 10% Owner | Sell (S) | 15.7M | $157K |
| Dec 7, 2011 | Ophion Management Ltd. | President, Treasurer, Director, 10% Owner | Sell (S) 2 lots, same day | 16.0M | $0 |
| Jun 17, 2011 | Mills Thomas E | CEO, Director, 10% Owner | Sell (S) | 8.0M | $80K |
| May 25, 2011 | Mills Thomas E | CEO, Director, 10% Owner | Sell (S) | 5.9M | $59K |
| May 18, 2011 | Fahrinsland Capital LLC | 10% Owner | Buy (S) | 15.7M | $157K |
| Aug 5, 2010 | Mills Thomas E | President, Director, 10% Owner | Buy (P) 4 lots, same day | 13.7M | $137K |
| May 14, 2009 | Quijada Alfonso | Director | Sell (S) | 7.0M | $0 |
| May 13, 2009 | Thomas Fidel | Presient & CEO, Director, 10% Owner | Sell (S) | 1.0M | $0 |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 33 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| CEFZRIVERNORTH ACTIV | 28 funds | $14.4M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| LRNZTRUESHS TECH AI | 25 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $70.5M |
| DIVZUIT EXCHANGE TRADED | 20 funds | $84.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NOVZ
This stock 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/NOVZ/capital-change-brief"
Use Arkolith's capital_change_brief for NOVZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NOVZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.