Who owns NOVZ
Which tracked institutional funds hold NOVZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NOVZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
2 tracked funds added or opened NOVZ while 1 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
NOVZ’s largest tracked holder by dollar value, TrueMark Investments, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NOVZ 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 17 tracked filers holding NOVZ, 7 increased or opened the position and 5 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 NOVZ 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.
Full exits 1
- WEDBUSH SECURITIES INC$2M
Largest adds
- TrueMark Investments, LLC$18M
- Valtinson Bruner Financial Planning LLC$365K
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 |
|---|---|---|---|---|
| TrueMark Investments, LLC added | 584,693 | $28M | 78.8% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 68,693 | $3M | 9.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 17,433 | $820K | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 11,969 | $563K | 1.6% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC | 5,133 | $241K | 0.7% | 2026-Q2 |
| LPL Financial LLC new | 4,632 | $218K | 0.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,159 | $149K | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 582 | $27K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 269 | $13K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 240 | $11K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 181 | $9K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 72 | $3K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 24 | $1K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 20 | $941 | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 11 | $530 | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 8 | $383 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 8 | $376 | 0.0% | 2026-Q2 |
| WEDBUSH SECURITIES INC trimmed | 43,183 | $2M | 5.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 269 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 581 | $25K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| INSIGHT 2811, INC. new | 5,131 | $229K | 0.7% | 2025-Q3 stale (3 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.