Who owns 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-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.
How the tape is positioned
25 tracked funds added or opened NTSX while 10 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
NTSX’s largest tracked holder by dollar value, HALBERT HARGROVE GLOBAL ADVISORS, LLC, sizes it at 13.8% 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 2026-Q1 and 2026-Q2, across 109 tracked filers holding NTSX, 50 increased or opened the position and 52 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 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 5
- CWM, LLC$74M
- Independent Advisor Alliance$4M
- Cambridge Investment Research Advisors, Inc.$1M
- Sunbelt Securities, Inc.$768K
- Avion Wealth$510K
Largest adds
- HALBERT HARGROVE GLOBAL ADVISORS, LLC$34M
- Wealthcare Advisory Partners LLC$9M
- REGIONS FINANCIAL CORP$5M
- OneDigital Investment Advisors LLC$4M
- LPL Financial LLC$4M
- Professional Financial Advisors, LLC$4M
Largest trims
- RATIONAL ADVISORS, INC.$26M
- WJ Interests, LLC$14M
- IHT Wealth Management, LLC$327K
- 46 Peaks LLC$277K
- Accurate Wealth Management, LLC$258K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 5,356,465 | $316M | 43.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 1,031,715 | $61M | 8.4% | 2026-Q2 |
| RATIONAL ADVISORS, INC. trimmed | 735,041 | $43M | 6.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 611,866 | $36M | 5.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 554,125 | $33M | 4.5% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 518,200 | $31M | 4.2% | 2026-Q2 |
| 46 Peaks LLC trimmed | 386,537 | $23M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 380,758 | $22M | 3.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 327,755 | $19M | 2.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 244,408 | $14M | 2.0% | 2026-Q2 |
| WJ Interests, LLC trimmed | 192,789 | $11M | 1.6% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 161,472 | $10M | 1.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 152,814 | $9M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 129,199 | $8M | 1.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 117,673 | $7M | 1.0% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 96,117 | $6M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 92,185 | $5M | 0.7% | 2026-Q2 |
| Bravias Capital Group, LLC added | 88,453 | $5M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 83,404 | $5M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 80,821 | $5M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 70,390 | $4M | 0.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 64,423 | $4M | 0.5% | 2026-Q2 |
| RHS Financial, LLC added | 52,514 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 49,934 | $3M | 0.4% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 43,755 | $3M | 0.4% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 39,051 | $2M | 0.3% | 2026-Q2 |
| Morton Capital Management LLC/CA added | 33,148 | $2M | 0.3% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 27,944 | $2M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 24,970 | $1M | 0.2% | 2026-Q2 |
| Innova Wealth Partners added | 23,169 | $1M | 0.2% | 2026-Q2 |
| Herold Advisors, Inc. trimmed | 23,000 | $1M | 0.2% | 2026-Q2 |
| Sierra Capital LLC | 21,439 | $1M | 0.2% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 19,882 | $1M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 18,972 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 18,170 | $1M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 18,033 | $1M | 0.1% | 2026-Q2 |
| Wright Wealth LLC trimmed | 17,718 | $1M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,714 | $928K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 15,457 | $913K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 14,641 | $865K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 14,391 | $854K | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 13,950 | $827K | 0.1% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. trimmed | 13,923 | $822K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 13,900 | $821K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 13,397 | $791K | 0.1% | 2026-Q2 |
| Quotient Wealth Partners, LLC trimmed | 13,119 | $775K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 12,845 | $758K | 0.1% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 12,216 | $721K | 0.1% | 2026-Q2 |
| NDWM LLC trimmed | 11,849 | $700K | 0.1% | 2026-Q2 |
| ACT Advisors, LLC. trimmed | 11,447 | $676K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,608 | $626K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 10,275 | $607K | 0.1% | 2026-Q2 |
| Wedmont Private Capital | 10,054 | $596K | 0.1% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 9,944 | $587K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 9,148 | $540K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 8,514 | $503K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 7,804 | $461K | 0.1% | 2026-Q2 |
| Astra Wealth Partners LLC | 7,800 | $461K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 6,519 | $385K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,517 | $326K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,284 | $312K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 5,174 | $306K | 0.0% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 5,102 | $301K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 5,059 | $299K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 5,040 | $298K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 4,825 | $285K | 0.0% | 2026-Q2 |
| Kensington Investment Counsel, LLC new | 4,766 | $281K | 0.0% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 4,747 | $280K | 0.0% | 2026-Q2 |
| McCartney Wealth Management LLC added | 4,691 | $277K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc new | 4,524 | $267K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 4,522 | $267K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 4,517 | $267K | 0.0% | 2026-Q2 |
| Balentine LLC trimmed | 4,465 | $264K | 0.0% | 2026-Q2 |
| Team Financial Group, LLC added | 4,313 | $255K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,234 | $250K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 4,151 | $245K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 4,110 | $243K | 0.0% | 2026-Q2 |
| Traynor Capital Management, Inc. | 3,887 | $230K | 0.0% | 2026-Q2 |
| Magnolia Private Wealth, LLC | 3,839 | $227K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 3,760 | $222K | 0.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 3,715 | $219K | 0.0% | 2026-Q2 |
| Worth Asset Management, LLC new | 3,623 | $214K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 3,561 | $210K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,357 | $198K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 2,913 | $172K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,904 | $171K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 2,121 | $125K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. added | 1,509 | $89K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,355 | $80K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,333 | $79K | 0.0% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC | 1,000 | $59K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 900 | $53K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 745 | $44K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 623 | $37K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 589 | $35K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 439 | $26K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. trimmed | 414 | $24K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 405 | $24K | 0.0% | 2026-Q2 |
| SYM FINANCIAL Corp trimmed | 344 | $20K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC | 227 | $13K | 0.0% | 2026-Q2 |
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.