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Institutional Holders of NCV

There is a long list of 101 institutional holders of NCV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of NCV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-NCV table below, the initial column indicates the name of each top institutional holder of NCV, with a link to that fund's top holdings. The next columns indicate the amount of NCV stock held by each of the institutional holders of NCV, followed by the NCV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley6,949,215$23,419 12/31/2023
     NCV6,949,215$23,419 12/31/2023
Bank of America Corp DE1,782,200$6,006 12/31/2023
     NCV1,782,200$6,006 12/31/2023
Congress Park Capital LLC1,025,433$3,425 03/31/2024
     NCV1,025,433$3,425 03/31/2024
Pathstone Holdings LLC1,006,640$3,392 12/31/2023
     NCV1,006,640$3,392 12/31/2023
Cornerstone Advisors LLC985,916$3,323 12/31/2023
     NCV985,916$3,323 12/31/2023
Ameriprise Financial Inc.755,396$2,549 12/31/2023
     NCV755,396$2,549 12/31/2023
WNY Asset Management LLC612,733$2,065 12/31/2023
     NCV612,733$2,065 12/31/2023
LPL Financial LLC558,430$1,882 12/31/2023
     NCV558,430$1,882 12/31/2023
Envestnet Asset Management Inc.462,654$1,559 12/31/2023
     NCV462,654$1,559 12/31/2023
Landscape Capital Management L.L.C.453,295$1,528 12/31/2023
     NCV453,295$1,528 12/31/2023
Park Avenue Securities LLC380,697$1,272 03/31/2024
     NCV380,697$1,272 03/31/2024
Cetera Investment Advisers313,671$1,057 12/31/2023
     NCV313,671$1,057 12/31/2023
Cetera Advisor Networks LLC274,363$925 12/31/2023
     NCV274,363$925 12/31/2023
Private Advisor Group LLC222,218$749 12/31/2023
     NCV222,218$749 12/31/2023
Advisor Group Holdings Inc.213,875$721 12/31/2023
     NCV213,875$721 12/31/2023
Gridiron Partners LLC206,961$697 12/31/2023
     NCV206,961$697 12/31/2023
Shaker Financial Services LLC204,996$695 12/31/2023
     NCV204,996$695 12/31/2023
Raymond James & Associates199,463$666 03/31/2024
     NCV199,463$666 03/31/2024
Robinson Capital Management LLC166,598$557 12/31/2023
     NCV166,598$557 12/31/2023
Commonwealth Equity Services LLC157,043$529 12/31/2023
     NCV157,043$529 12/31/2023
Arlington Capital Management Inc.151,105$505 03/31/2024
     NCV151,105$505 03/31/2024
Invesco Ltd.144,932$488 12/31/2023
     NCV144,932$488 12/31/2023
Credit Suisse AG135,000$455 12/31/2023
     NCV135,000$455 12/31/2023
GWM Advisors LLC136,795$451 12/31/2023
     NCV136,795$451 12/31/2023
Lido Advisors LLC126,918$432 12/31/2023
     NCV126,918$432 12/31/2023
Rockefeller Capital Management L.P.120,237$405 12/31/2023
     NCV120,237$405 12/31/2023
Royal Bank of Canada115,102$388 12/31/2023
     NCV115,102$388 12/31/2023
HighTower Advisors LLC93,610$317 12/31/2023
     NCV93,610$317 12/31/2023
Thrivent Financial for Lutherans90,200$304 12/31/2023
     NCV90,200$304 12/31/2023
National Asset Management Inc.79,796$272 12/31/2023
     NCV79,796$272 12/31/2023
Wells Fargo & Company MN78,485$264 12/31/2023
     NCV78,485$264 12/31/2023
Weiss Asset Management LP75,449$254 12/31/2023
     NCV75,449$254 12/31/2023
Wedbush Securities Inc.68,185$230 12/31/2023
     NCV68,185$230 12/31/2023
CoreCap Advisors LLC65,150$220 12/31/2023
     NCV65,150$220 12/31/2023
Wolverine Asset Management LLC64,607$218 12/31/2023
     NCV64,607$218 12/31/2023
Advisors Asset Management Inc.62,370$210 12/31/2023
     NCV62,370$210 12/31/2023
Prosperity Financial Group Inc.60,038$202 12/31/2023
     NCV60,038$202 12/31/2023
E&G Advisors LP59,082$197 03/31/2024
     NCV59,082$197 03/31/2024
Cambridge Investment Research Advisors Inc.57,367$192 03/31/2024
     NCV57,367$192 03/31/2024
Integrated Capital Management Inc.56,923$190 03/31/2024
     NCV56,923$190 03/31/2024
UBS Group AG53,614$181 12/31/2023
     NCV53,614$181 12/31/2023
Mariner LLC52,148$176 12/31/2023
     NCV52,148$176 12/31/2023
Stifel Financial Corp48,429$163 12/31/2023
     NCV48,429$163 12/31/2023
Boothbay Fund Management LLC45,000$152 12/31/2023
     NCV45,000$152 12/31/2023
CTC Alternative Strategies Ltd.43,076$145 12/31/2023
     NCV43,076$145 12/31/2023
Joseph P. Lucia & Associates LLC40,789$137 12/31/2023
     NCV40,789$137 12/31/2023
Melfa Wealth Management LLC36,204$121 03/31/2024
     NCV36,204$121 03/31/2024
Sonora Investment Management Group LLC32,747$110 12/31/2023
     NCV32,747$110 12/31/2023
Advisory Services Network LLC31,755$107 12/31/2023
     NCV31,755$107 12/31/2023
Garden State Investment Advisory Services LLC29,879$101 12/31/2023
     NCV29,879$101 12/31/2023

See All: Funds Holding NCV
See Details: Top 10 Hedge Funds Holding NCV
Also See: NCV Insider Buying
Also See: NCV Holdings Changes

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