Who owns NACP
Which tracked institutional funds hold NACP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NACP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NACP is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NACP’s largest tracked holder by dollar value, ZENITH SOLUTIONS, INC., sizes it at 6.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NACP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 44 tracked filers holding NACP, 17 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NACP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- ZENITH SOLUTIONS, INC.$7M
Full exits 2
- CITADEL ADVISORS LLC$902K
- Betterment LLC$531K
Largest adds
- GTS SECURITIES LLC$631K
- Clearstead Advisors, LLC$573K
- Farther Finance Advisors, LLC$547K
- Westfuller Advisors, LLC$418K
- Rossby Financial, LCC$402K
- BLAIR WILLIAM & CO/IL$271K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ZENITH SOLUTIONS, INC. new | 116,057 | $7M | 22.4% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 93,354 | $6M | 18.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 34,644 | $2M | 6.7% | 2026-Q2 |
| Westfuller Advisors, LLC added | 27,676 | $2M | 5.3% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 22,367 | $1M | 4.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 22,078 | $1M | 4.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 21,135 | $1M | 4.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 15,215 | $925K | 2.9% | 2026-Q2 |
| South Shore Capital Advisors added | 10,261 | $624K | 2.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,712 | $591K | 1.9% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 9,625 | $585K | 1.9% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 9,515 | $579K | 1.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 9,290 | $565K | 1.8% | 2026-Q2 |
| Sincerus Advisory, LLC added | 8,617 | $524K | 1.7% | 2026-Q2 |
| Naviter Wealth, LLC added | 7,824 | $476K | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,667 | $466K | 1.5% | 2026-Q2 |
| Sankala Group LLC added | 6,357 | $382K | 1.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ | 6,024 | $366K | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 5,184 | $315K | 1.0% | 2026-Q2 |
| IMA Advisory Services, Inc. | 4,952 | $301K | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,825 | $293K | 0.9% | 2026-Q2 |
| Chesapeake Wealth Management | 4,532 | $276K | 0.9% | 2026-Q2 |
| Vise Technologies, Inc. new | 4,248 | $258K | 0.8% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,289 | $258K | 0.8% | 2026-Q2 |
| Equita Financial Network, Inc. trimmed | 4,134 | $251K | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,943 | $240K | 0.8% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 2,622 | $159K | 0.5% | 2026-Q2 |
| Bradley & Co. Private Wealth Management, LLC | 2,320 | $141K | 0.4% | 2026-Q2 |
| Arax Advisory Partners trimmed | 2,247 | $137K | 0.4% | 2026-Q2 |
| FMR LLC added | 1,843 | $112K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,707 | $104K | 0.3% | 2026-Q2 |
| FIRST HORIZON CORP | 966 | $59K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 620 | $38K | 0.1% | 2026-Q2 |
| Glassman Wealth Services | 574 | $35K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 555 | $34K | 0.1% | 2026-Q2 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 394 | $24K | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 355 | $22K | 0.1% | 2026-Q2 |
| Abound Wealth Management | 306 | $19K | 0.1% | 2026-Q2 |
| Tower View Wealth Management LLC new | 126 | $8K | 0.0% | 2026-Q2 |
| Byrne Asset Management LLC | 85 | $5K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 59 | $4K | 0.0% | 2026-Q2 |
| Redwood Park Advisors LLC | 11 | $697 | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 10 | $608 | 0.0% | 2026-Q2 |
| Financial Life Planners | 7 | $441 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 18,642 | $902K | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC trimmed | 10,985 | $531K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 2,233 | $108K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 1,976 | $96K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 736 | $36K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Smithfield Trust Co | 75 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Russell Investments Group, Ltd. new | 55 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 110 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Advisory Services Network, LLC new | 12 | $572 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Bank Julius Baer & Co. Ltd, Zurich new | 10 | $475 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| First Horizon Advisors, Inc. trimmed | 2,217 | $97K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Garde Capital, Inc. | 44 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.