Who owns NCLO?
Institutional ownership of NCLO from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
8
13F holders
$14.0M
value, 2026 filers
559,695
shares disclosed
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NCLO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | 473,007 | $11.9M | 0.1% | — | +31.0% |
| 2 | ROYAL BANK OF CANADA | 22,680 | $569,000 | 0.0% | — | +90.6% |
| 3 | Mutual Advisors, LLCNEW | 18,539 | $464,958 | 0.0% | — | new |
| 4 | Sanctuary Advisors, LLC | 14,924 | $374,285 | 0.0% | — | +10.4% |
| 5 | Lionsbridge Wealth Management LLC | 10,006 | $250,950 | 0.2% | — | -3.3% |
| 6 | VICTORY FINANCIAL GROUP, LLCNEW | 8,976 | $225,119 | 0.0% | — | new |
| 7 | HARBOUR INVESTMENTS, INC. | 7,098 | $178,018 | 0.0% | — | 0.0% |
| 8 | Integrated Wealth Concepts LLCNEW | 4,465 | $111,982 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.