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Institutional Ownership · SEC Form 13F

Who owns NPCT


Which tracked institutional funds hold NPCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NPCT company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

43
Institutional holders
7M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on NPCT is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 8 trimmed or exited — on balance reducing.

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

NPCT’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NPCT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in NPCT 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 43 tracked filers holding NPCT, 16 increased or opened the position and 28 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 NPCT 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

  • Atlas Wealth LLC$16M

Full exits 6

  • Penserra Capital Management LLC$8M
  • SIT INVESTMENT ASSOCIATES INC$4M
  • Shaker Financial Services, LLC$2M
  • WOLVERINE ASSET MANAGEMENT LLC$878K
  • Almitas Capital LLC$870K
  • Cambridge Investment Research Advisors, Inc.$611K

Largest trims

  • MORGAN STANLEY$440K
  • Invesco Ltd.$352K

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed2,674,133$27M30.6%2026-Q2
Atlas Wealth LLC new1,535,428$16M17.6%2026-Q2
GUGGENHEIM CAPITAL LLC trimmed485,099$5M5.6%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed484,030$5M5.5%2026-Q2
WELLS FARGO & COMPANY/MN trimmed324,495$3M3.7%2026-Q2
STIFEL FINANCIAL CORP added259,972$3M3.0%2026-Q2
BANK OF AMERICA CORP /DE/ added176,408$2M2.0%2026-Q2
FLAGSHIP HARBOR ADVISORS, LLC trimmed124,411$1M1.4%2026-Q2
LPL Financial LLC added100,542$1M1.2%2026-Q2
OSAIC HOLDINGS, INC. added90,163$913K1.0%2026-Q2
ROYAL BANK OF CANADA trimmed76,707$777K0.9%2026-Q2
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed68,731$696K0.8%2026-Q2
Invesco Ltd. trimmed62,441$633K0.7%2026-Q2
PFG Investments, LLC added37,461$379K0.4%2026-Q2
EVOLVE PRIVATE WEALTH, LLC trimmed36,196$370K0.4%2026-Q2
SeaCrest Wealth Management, LLC trimmed32,997$334K0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added28,502$289K0.3%2026-Q2
READYSTATE ASSET MANAGEMENT LP trimmed24,509$248K0.3%2026-Q2
Closed-End Fund Advisors, Inc. trimmed22,888$232K0.3%2026-Q2
UBS Group AG trimmed22,415$227K0.3%2026-Q2
XTX Topco Ltd added20,909$212K0.2%2026-Q2
NOMURA HOLDINGS INC new16,000$162K0.2%2026-Q2
UHLMANN PRICE SECURITIES, LLC added15,879$161K0.2%2026-Q2
Savant Capital, LLC trimmed11,512$117K0.1%2026-Q2
Global Retirement Partners, LLC added11,352$115K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV10,759$109K0.1%2026-Q2
Onyx Bridge Wealth Group LLC10,267$104K0.1%2026-Q2
&PARTNERS10,068$102K0.1%2026-Q2
US BANCORP \DE\9,132$93K0.1%2026-Q2
Ameritas Advisory Services, LLC new8,315$84K0.1%2026-Q2
FIFTH THIRD BANCORP trimmed6,404$65K0.1%2026-Q2
CoreCap Advisors, LLC trimmed5,000$51K0.1%2026-Q2
Integrated Wealth Concepts LLC new4,749$48K0.1%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed4,082$41K0.0%2026-Q2
Larson Financial Group LLC3,720$38K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.3,291$33K0.0%2026-Q2
WPG Advisers, LLC trimmed2,055$21K0.0%2026-Q2
Quent Capital, LLC new1,500$15K0.0%2026-Q2
WHITTIER TRUST CO OF NEVADA INC1,388$14K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC1,000$10K0.0%2026-Q2
Rockefeller Capital Management L.P.521$5K0.0%2026-Q2
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$5K0.0%2026-Q2
ASSETMARK, INC trimmed58$5880.0%2026-Q2
Penserra Capital Management LLC trimmed783,889$8M9.0%2026-Q1 stale (1 quarter behind)
SIT INVESTMENT ASSOCIATES INC added383,375$4M4.4%2026-Q1 stale (1 quarter behind)
Shaker Financial Services, LLC trimmed200,442$2M2.3%2026-Q1 stale (1 quarter behind)
WOLVERINE ASSET MANAGEMENT LLC trimmed86,200$878K1.0%2026-Q1 stale (1 quarter behind)
Almitas Capital LLC trimmed85,383$870K1.0%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. added59,928$611K0.7%2026-Q1 stale (1 quarter behind)
Private Advisor Group, LLC added28,231$288K0.3%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC trimmed15,723$160K0.2%2026-Q1 stale (1 quarter behind)
PETRA FINANCIAL ADVISORS INC trimmed10,050$102K0.1%2026-Q1 stale (1 quarter behind)
FNY Investment Advisers, LLC600$6K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC trimmed423$4K0.0%2026-Q1 stale (1 quarter behind)
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added27,211$277K0.3%2025-Q4 stale (2 quarters behind)
AlphaCore Capital LLC trimmed20,605$210K0.2%2025-Q4 stale (2 quarters behind)
Virtu Financial LLC trimmed16,397$167K0.2%2025-Q4 stale (2 quarters behind)
Marex Group plc new12,200$124K0.1%2025-Q4 stale (2 quarters behind)
COMERICA BANK trimmed6,616$67K0.1%2025-Q4 stale (2 quarters behind)
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added72,606$799K0.9%2025-Q3 stale (3 quarters behind)
BALYASNY ASSET MANAGEMENT L.P. new20,656$227K0.3%2025-Q3 stale (3 quarters behind)
Newbridge Financial Services Group, Inc.1,000$11K0.0%2025-Q3 stale (3 quarters behind)
Atria Wealth Solutions, Inc. trimmed19,975$226K0.3%2025-Q2 stale (4 quarters behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP added18,825$211K0.2%2025-Q2 stale (4 quarters behind)
Geneos Wealth Management Inc. added4,947$55K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership