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NOVZ

NOVZ Institutional Holdings & 13F Data

Trueshares Struc Outcome Nov

+$1.5M

Net Activity

Institutions Holding

14

Popularity Rank

#9042

Avg Weight

0.19%

Total Value

$16.0M

Ownership Trend

14 institutions currently hold NOVZ, with 5 net buyers and 8 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

8

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

TI
TrueMark Investments, LLC
$9.3M
VB
Valtinson Bruner Financial Planning LLC
$2.9M
WS
Wedbush Securities INC
$1.8M
OM
Old Mission Capital LLC
$1.0M
OH
Osaic Holdings, INC.
$508.3K

Top 5 by Conviction

TI
TrueMark Investments, LLC
1.81%
VB
Valtinson Bruner Financial Planning LLC
0.79%
WS
Wedbush Securities INC
0.05%
LS
LaSalle St. Investment Advisors, LLC
0.03%
OM
Old Mission Capital LLC
0.02%
View all 14 holding institutions

Across its top 14 institutional holders, NOVZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$11.0M

Total Buy Value

$5.7M

Total Sell Value

New buy1
Trim6
Add4
Sold out2

5

Net Buyers

8

Net Sellers

Smart Money Convergence

NOVZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

210322772

FAQ

Who are the top institutional investors holding TRUESHARES STRUC OUTCOME NOV (NOVZ)?
Major stakeholders currently include TrueMark Investments, LLC ($9.3M), Valtinson Bruner Financial Planning LLC ($2.9M), Wedbush Securities INC ($1.8M). Based on the latest 13F filings, there are a total of 14 tracked investment funds and institutions maintaining positions in NOVZ.
What is the overall institutional sentiment toward NOVZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.5M, driven by 5 managers accumulating shares while 8 reduced their exposure.
Which institutions have been selling or reducing their NOVZ positions?
In the latest period, 6 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $5.7M.
Are there any notable investors adding NOVZ to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.0M.

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