Who owns NCIQ?
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16 institutions reported holding NCIQ, worth $6.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NCIQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Archer Investment Management, LLC | Austin, TX | $2.3M | 157,232 | +144,040 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.6M | 109,659 | New position |
| MML Investors Services, LLC | Springfield, MA | $1.2M | 82,090 | New position |
| Victory Financial Group, LLC | Austin, TX | $376K | 25,738 | +2,978 shares |
| Wealthspire Advisors, LLC | New York, NY | $363K | 24,860 | No change |
| CreativeOne Wealth, LLC | Overland Park, KS | $295K | 20,188 | +103 shares |
| Shore Point Advisors, LLC | Brielle, NJ | $214K | 14,668 | New position |
| Fiduciary Financial Advisors | Grand Rapids, MI | $116K | 7,969 | New position |
| Tompkins Financial Corp. | Ithaca, NY | $37K | 2,544 | New position |
| EFG International AG | Zurich, Switzerland | $20K | 1,350 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns NCIQ?
16 institutional managers reported holding NCIQ in Form 13F filings for June 30, 2026, worth $6.6M in total. The largest reported position was held by Archer Investment Management, LLC, at $2.3M.
Did institutions buy or sell NCIQ last quarter?
Reported 13F value rose 49.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NCIQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.