124 tracked 13F filers disclose a position in NVEC as of the latest SEC 13F filings, a combined $272.4M 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 | Defiance ETFs, LLC | $38.0M | 580K | ▲+5.3% Added · +29K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $39.2M | 375K | ▲+106% Added · +193K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | $24.3M | 371K | ▲+1.6% Added · +6K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $13.8M | 210K | →First observed position No prior filed position | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $11.4M | 174K | ▼−3.1% Reduced · −6K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $10.6M | 162K | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $16.4M | 157K | ▲+8.2% Added · +12K sh | Q2 2026 | |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $8.1M | 124K | ▼−14% Reduced · −20K sh | Q1 2026 | |
| 9 | Ranger Investment Management, L.P. | $12.7M | 121K | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.8M | 104K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $6.5M | 99K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $5.2M | 80K | ▲+45% Added · +25K sh | Q1 2026 | |
| 13 | Russell Investments Group, Ltd. | $4.8M | 73K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 14 | Silverberg Bernstein Capital Management LLC | $7.2M | 69K | ▼−0.8% Reduced · −553 sh | Q2 2026 | |
| 15 | ISTHMUS PARTNERS, LLC | $5.2M | 50K | ▼−0.2% Reduced · −123 sh | Q2 2026 | |
| 16 | DEUTSCHE BANK AG\ | $3.2M | 49K | ▲+75% Added · +21K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $3.0M | 46K | ▲+3.0% Added · +1K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $2.9M | 44K | ▼−1.6% Reduced · −711 sh | Q1 2026 | |
| 19 | MARSHALL WACE, LLP | $2.8M | 43K | ▲+3.0% Added · +1K sh | Q1 2026 | |
| 20 | Merrion Investment Management Co, LLC | $4.5M | 43K | ▲+1.3% Added · +565 sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $2.6M | 40K | ▲+50% Added · +13K sh | Q1 2026 | |
| 22 | Bridge City Capital, LLC | $4.2M | 40K | ▼−3.1% Reduced · −1K sh | Q2 2026 | |
| 23 | MORGAN STANLEY | $2.3M | 36K | ▼−33% Reduced · −18K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.3M | 35K | →First observed position No prior filed position | Q1 2026 | |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | $3.7M | 35K | ▼−17% Reduced · −7K sh | 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, 10 funds opened a new position in NVEC and 21 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $160.3B |
| NVIDIA CORPNVDA | 57 funds | $227.7B |
| VISA INC-CLASS A SHARESV | 57 funds | $35.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 56 funds | $22.3B |
| AMAZON.COM INCAMZN | 55 funds | $114.2B |
| BROADCOM INCAVGO | 55 funds | $94.1B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $63.3B |
| ELI LILLY & COLLY | 55 funds | $43.7B |
| JPMORGAN CHASE & COJPM | 55 funds | $34.1B |
| GENERAL ELECTRICGE | 55 funds | $17.7B |
| APPLE INCAAPL | 54 funds | $173.7B |
| ALPHABET INC-CL AGOOGL | 54 funds | $90.0B |
Ranked by how many of NVEC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | BAKER DANIEL A | Director | Sell (S) | 2K | $220K |
| Aug 27, 2026 | BAKER DANIEL A | Director | Sell (S) | 2K | $218K |
| Aug 25, 2026 | BAKER DANIEL A | Director | Sell (S) | 2K | $185K |
| Aug 17, 2026 | BAKER DANIEL A | Director | Sell (S) | 2K | $182K |
| Jul 29, 2026 | BAKER DANIEL A | President & CEO, Director | Sell (S) | 15K | $1.7M |
| Jul 28, 2026 | BAKER DANIEL A | President & CEO, Director | Sell (S) | 3K | $383K |
| Jul 27, 2026 | BAKER DANIEL A | President & CEO, Director | Sell (S) | 2K | $178K |
| Jan 29, 2026 | BAKER DANIEL A | President & CEO, Director | Sell (S) | 103 | $7K |
| Jan 27, 2026 | BAKER DANIEL A | President & CEO, Director | Sell (S) | 1K | $86K |
| Apr 4, 2025 | BRACKE JAMES W | Director | Buy (P) | 100 | $6K |
| Nov 5, 2024 | GLARNER TERRENCE | Director | Sell (S) | 500 | $37K |
| Aug 15, 2024 | GLARNER TERRENCE | Director | Sell (S) | 344 | $27K |
Connected entities for NVEC
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/NVEC/capital-change-brief"
Use Arkolith's capital_change_brief for NVEC. 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 NVEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.