Who owns NTSX (NTSX)
Which tracked institutional funds hold NTSX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NTSX 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 NTSX while 17 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
NTSX’s largest tracked holder by dollar value, HALBERT HARGROVE GLOBAL ADVISORS, LLC, sizes it at 13.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NTSX 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 107 tracked filers holding NTSX, 55 increased or opened the position and 48 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 NTSX 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 5
- Independent Advisor Alliance$4M
- CIBC Bancorp USA Inc.$3M
- XY Planning Network, Inc.$917K
- ENVESTNET ASSET MANAGEMENT INC$844K
- Quotient Wealth Partners, LLC$690K
Full exits 3
- CIBC WORLD MARKETS CORP$4M
- Oregon Pacific Wealth Management, LLC$824K
- Mariner, LLC$739K
Largest adds
- RATIONAL ADVISORS, INC.$34M
- Kestra Advisory Services, LLC$2M
- JPMORGAN CHASE & CO$851K
- Wealthcare Advisory Partners LLC$408K
- WJ Interests, LLC$341K
Largest trims
- HALBERT HARGROVE GLOBAL ADVISORS, LLC$16M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10M
- OneDigital Investment Advisors LLC$7M
- CWM, LLC$2M
- BNP PARIBAS FINANCIAL MARKETS$2M
- NewEdge Advisors, LLC$1M
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 trimmed | 5,417,096 | $283M | 36.2% | 2026-Q1 |
| CWM, LLC added | 1,410,617 | $74M | 9.4% | 2026-Q1 |
| RATIONAL ADVISORS, INC. added | 1,296,573 | $69M | 8.9% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 988,091 | $52M | 6.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 609,980 | $32M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 563,758 | $29M | 3.8% | 2026-Q1 |
| Professional Financial Advisors, LLC added | 508,357 | $27M | 3.4% | 2026-Q1 |
| WJ Interests, LLC added | 494,002 | $26M | 3.3% | 2026-Q1 |
| 46 Peaks LLC added | 442,988 | $23M | 3.0% | 2026-Q1 |
| LPL Financial LLC added | 350,975 | $18M | 2.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 323,446 | $17M | 2.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 253,846 | $13M | 1.7% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 160,605 | $8M | 1.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 159,259 | $8M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 134,234 | $7M | 0.9% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 119,495 | $6M | 0.8% | 2026-Q1 |
| Bravias Capital Group, LLC trimmed | 85,896 | $4M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 84,855 | $4M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 75,758 | $4M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 74,814 | $4M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 69,745 | $4M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 70,136 | $4M | 0.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. trimmed | 55,755 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 50,456 | $3M | 0.3% | 2026-Q1 |
| RHS Financial, LLC trimmed | 50,349 | $3M | 0.3% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 39,853 | $2M | 0.3% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 37,569 | $2M | 0.3% | 2026-Q1 |
| Morton Capital Management LLC/CA added | 33,058 | $2M | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 29,404 | $2M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 28,842 | $2M | 0.2% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 24,000 | $1M | 0.2% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 23,966 | $1M | 0.2% | 2026-Q1 |
| Innova Wealth Partners trimmed | 22,807 | $1M | 0.2% | 2026-Q1 |
| Sierra Capital LLC | 21,439 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 20,886 | $1M | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 19,995 | $1M | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 19,172 | $1,000K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 19,121 | $997K | 0.1% | 2026-Q1 |
| Wright Wealth LLC trimmed | 17,849 | $931K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. new | 17,515 | $917K | 0.1% | 2026-Q1 |
| ORBA Wealth Advisors, L.L.C. trimmed | 17,284 | $901K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 14,918 | $875K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,179 | $844K | 0.1% | 2026-Q1 |
| ACT Advisors, LLC. trimmed | 15,680 | $818K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 14,807 | $772K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 14,733 | $768K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 14,453 | $754K | 0.1% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 14,125 | $737K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC | 13,900 | $725K | 0.1% | 2026-Q1 |
| Quotient Wealth Partners, LLC new | 13,222 | $690K | 0.1% | 2026-Q1 |
| Frontier Asset Management, LLC added | 13,118 | $684K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 12,810 | $668K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 11,975 | $624K | 0.1% | 2026-Q1 |
| NDWM LLC trimmed | 11,948 | $623K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,561 | $551K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 10,509 | $548K | 0.1% | 2026-Q1 |
| Wedmont Private Capital | 10,054 | $542K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 10,271 | $536K | 0.1% | 2026-Q1 |
| Avion Wealth | 9,783 | $510K | 0.1% | 2026-Q1 |
| Inspire Advisors, LLC new | 9,307 | $485K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 9,293 | $485K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 8,795 | $459K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,804 | $407K | 0.1% | 2026-Q1 |
| Astra Wealth Partners LLC | 7,800 | $407K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 6,082 | $317K | 0.0% | 2026-Q1 |
| Creative Planning added | 5,881 | $307K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,357 | $279K | 0.0% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 5,048 | $263K | 0.0% | 2026-Q1 |
| Barnes Wealth Management Group, Inc trimmed | 5,035 | $263K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC added | 4,849 | $253K | 0.0% | 2026-Q1 |
| REGIONS FINANCIAL CORP new | 4,625 | $241K | 0.0% | 2026-Q1 |
| McCartney Wealth Management LLC added | 4,591 | $239K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 4,460 | $233K | 0.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 4,395 | $229K | 0.0% | 2026-Q1 |
| Team Financial Group, LLC added | 4,289 | $224K | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 4,189 | $218K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 4,151 | $216K | 0.0% | 2026-Q1 |
| Strategic Blueprint, LLC added | 4,131 | $215K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 4,097 | $214K | 0.0% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC | 4,042 | $211K | 0.0% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 82,000 | $4M | 0.5% | 2025-Q2 stale |
| CIBC WORLD MARKETS CORP trimmed | 64,467 | $4M | 0.5% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 32,310 | $2M | 0.2% | 2025-Q3 stale |
| Financial Advocates Investment Management trimmed | 28,904 | $1M | 0.2% | 2025-Q2 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 15,034 | $824K | 0.1% | 2025-Q4 stale |
| Mariner, LLC new | 13,475 | $739K | 0.1% | 2025-Q4 stale |
| Safeguard Financial, LLC added | 13,251 | $600K | 0.1% | 2025-Q1 stale |
| AMERIFLEX GROUP, INC. | 11,675 | $578K | 0.1% | 2025-Q2 stale |
| STIFEL FINANCIAL CORP trimmed | 11,600 | $526K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,381 | $405K | 0.1% | 2025-Q4 stale |
| NWF Advisory Services Inc. trimmed | 5,768 | $311K | 0.0% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 6,168 | $309K | 0.0% | 2025-Q2 stale |
| Cambria Investment Management, L.P. | 5,179 | $284K | 0.0% | 2025-Q4 stale |
| Empowered Funds, LLC | 5,179 | $284K | 0.0% | 2025-Q4 stale |
| Transce3nd, LLC trimmed | 5,406 | $271K | 0.0% | 2025-Q2 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 5,110 | $231K | 0.0% | 2025-Q2 stale |
| IFG Advisory, LLC added | 4,028 | $221K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC | 4,015 | $220K | 0.0% | 2025-Q4 stale |
| Traynor Capital Management, Inc. | 3,887 | $213K | 0.0% | 2025-Q4 stale |
| Clearstead Advisors, LLC | 3,714 | $204K | 0.0% | 2025-Q4 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.