Who owns NovaTide Flexible Allocation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NMBL from SEC Form 13F filings across 2 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.
As of the 2026-06-30 reporting period, 2 institutions disclosed 172,233 shares of NovaTide Flexible Allocation ETF worth $3.6M — about 41.2% of shares outstanding; the largest disclosed holder is SBE LLC DBA CEDAR COVE WEALTH PARTNERS. Source: SEC Form 13F filings, parsed by EvidInvest.
2
13F holders
$3.6M
value, 2026 filers
41.2%
of shares outstanding (172,233 sh)
0
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 NMBL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 124,180 | $2.6M | 1.2% | 29.7% | +1.6% |
| 2 | Glassman Wealth Services | 48,053 | $996,016 | 0.1% | 11.5% | 0.0% |
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.