$NVSN is held by 35 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.10%, with an average of 0.32% of portfolio. Largest holder: Ativo Capital Management LLC at 2.10%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
NOVARTIS AG
13F holders
1,576
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,576 · Source: 13F-HR01
Banyan Capital Management, Inc.
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02
Citizens Financial Group INC
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03
Primecap Management CO
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04
First Financial Bankshares Inc.
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05
Second Line Capital, LLC
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06
State Farm Mutual Automobile Insurance Co.
—
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07
Bowie Capital Management, LLC
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08
Marquette Asset Management, LLC
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09
Thomas H Lee Partners LP
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10
Caledonia (Private) Investments Pty Ltd
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
35 holders · Q1 202601
Ativo Capital Management LLC
2.10% NEW
α +73.9pts
02
Hamel Associates, Inc.
1.77% NEW
α +12.3pts
03
ProVise Management Group, LLC
1.55% NEW
α +11.2pts
04
Triasima Portfolio Management inc.
1.21% held
α +15.7pts
05
Vista Investment Partners LLC
0.69% held
α +10.8pts
06
Euro Pacific Asset Management, LLC
0.59% held
α +72.3pts
07
Level Financial Advisors
0.57% NEW
α +30.9pts
08
IAM Advisory, LLC
0.57% NEW
α +49.7pts
09
Certior Financial Group, LLC
0.33% NEW
α +11.1pts
10
Pittenger & Anderson Inc.
0.30% NEW
α +21.3pts
11
Hummer Financial Advisory Services Inc
0.21% NEW
α +53.0pts
12
Beverly Hills Private Wealth, LLC
0.20% NEW
α +10.4pts
13
Connor, Clark & Lunn Investment Management Ltd.
0.18% held
α +12.3pts
14
Merrion Investment Management Co, LLC
0.17% held
α +16.0pts
15
MFA Wealth Services
0.15% NEW
α +16.2pts
16
Cypress Capital Group
0.10% NEW
α +12.6pts
17
Choate Investment Advisors
0.09% held
α +13.8pts
18
Narus Financial Partners, LLC
0.07% held
α +11.1pts
19
Principal Securities, Inc.
0.07% held
α +21.3pts
20
Greenwich Wealth Management LLC
0.07% held
α +12.7pts
21
Walkner Condon Financial Advisors LLC
0.05% held
α +23.7pts
22
Venture Visionary Partners LLC
0.05% held
α +10.3pts
23
Citigroup Inc.
0.04% held
α +26.3pts
24
Bradley Foster & Sargent INC
0.04% held
α +11.1pts
25
Svb Wealth LLC
0.03% held
α +29.6pts
26
Fulton Bank, N.a.
0.03% held
α +23.8pts
27
Costello Asset Management, INC
0.03% held
α +14.3pts
28
Courier Capital LLC
0.01% held
α +14.9pts
29
GM Advisory Group, LLC
0.01% held
α +16.5pts
30
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
31
RFG Advisory, LLC
0.01% held
α +16.2pts
32
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
33
Corsicana & Co.
0.00% held
α +20.0pts
34
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
35
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $NVSN in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $NVSN in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $NVSN lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $NVSN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:24 UTC.