Who owns NTSI (NTSI)
Which tracked institutional funds hold NTSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NTSI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
10 tracked funds added or opened NTSI while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
NTSI’s largest tracked holder by dollar value, HALBERT HARGROVE GLOBAL ADVISORS, LLC, sizes it at 6.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NTSI 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 2025-Q4 and 2026-Q1, across 39 tracked filers holding NTSI, 23 increased or opened the position and 14 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 NTSI between the 2025-Q4 and 2026-Q1 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 3
- JANE STREET GROUP, LLC$5M
- MATHER GROUP, LLC.$3M
- GOLDMAN SACHS GROUP INC$1M
Full exits 1
- Stenger Family Office, LLC$48M
Largest adds
- WJ Interests, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$900K
- OneDigital Investment Advisors LLC$810K
- CWM, LLC$660K
- JPMORGAN CHASE & CO$548K
- OSAIC HOLDINGS, INC.$444K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- LPL Financial LLC$2M
- Professional Financial Advisors, LLC$2M
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 |
|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 3,120,693 | $137M | 30.1% | 2026-Q1 |
| SYM FINANCIAL Corp added | 2,441,302 | $107M | 23.6% | 2026-Q1 |
| CWM, LLC added | 906,989 | $40M | 8.8% | 2026-Q1 |
| WJ Interests, LLC added | 686,660 | $30M | 6.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 505,718 | $22M | 4.9% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 297,439 | $13M | 2.9% | 2026-Q1 |
| 46 Peaks LLC added | 281,364 | $12M | 2.7% | 2026-Q1 |
| Professional Financial Advisors, LLC trimmed | 237,783 | $10M | 2.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 123,964 | $5M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 117,341 | $5M | 1.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 71,869 | $3M | 0.7% | 2026-Q1 |
| MATHER GROUP, LLC. new | 70,109 | $3M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 64,219 | $3M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 61,895 | $3M | 0.6% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 53,236 | $2M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 29,700 | $1M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 28,813 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 26,348 | $1M | 0.3% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 24,298 | $1M | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 19,980 | $879K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,881 | $831K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 14,327 | $631K | 0.1% | 2026-Q1 |
| Avion Wealth | 8,437 | $371K | 0.1% | 2026-Q1 |
| SteelPeak Wealth, LLC new | 6,220 | $274K | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 4,599 | $211K | 0.0% | 2026-Q1 |
| Inspire Advisors, LLC new | 4,771 | $210K | 0.0% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC | 2,860 | $126K | 0.0% | 2026-Q1 |
| Triumph Capital Management new | 1,676 | $74K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,359 | $60K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,143 | $50K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 1,037 | $46K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | $14K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. | 160 | $7K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 156 | $7K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 5,556 | $6K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC new | 71 | $3K | 0.0% | 2026-Q1 |
| Essential Partners LLC | 28 | $1K | 0.0% | 2026-Q1 |
| FMR LLC added | 3 | $132 | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. trimmed | 1 | $34 | 0.0% | 2026-Q1 |
| Stenger Family Office, LLC added | 950,297 | $48M | 10.5% | 2025-Q4 stale |
| Morton Capital Management LLC/CA trimmed | 13,517 | $513K | 0.1% | 2025-Q1 stale |
| Mariner, LLC new | 7,907 | $349K | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,029 | $343K | 0.1% | 2025-Q1 stale |
| Barnes Wealth Management Group, Inc added | 5,160 | $227K | 0.0% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 5,707 | $217K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 737 | $32K | 0.0% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 495 | $22K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.