Who owns FG Nexus (FGNX)
Which tracked institutional funds hold FGNX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FGNX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on FGNX is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 4 trimmed or exited — on balance reducing.
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
FGNX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FGNX 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 26 tracked filers holding FGNX, 9 increased or opened the position and 19 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 FGNX 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 2
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Everstar Asset Management, LLC$689K
Largest trims
- CITADEL ADVISORS LLC$625K
- VANGUARD CAPITAL MANAGEMENT LLC$549K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 299,994 | $2M | 6.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 240,924 | $1M | 5.2% | 2026-Q2 |
| BlackRock, Inc. added | 150,000 | $776K | 3.2% | 2026-Q2 |
| Cable Car Capital, LP | 80,000 | $414K | 1.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 76,024 | $393K | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 53,551 | $277K | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 49,455 | $256K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 39,690 | $205K | 0.9% | 2026-Q2 |
| STATE STREET CORP | 37,739 | $195K | 0.8% | 2026-Q2 |
| Diametric Capital, LP | 27,716 | $143K | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 26,347 | $136K | 0.6% | 2026-Q2 |
| XTX Topco Ltd added | 26,013 | $134K | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 14,556 | $75K | 0.3% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11,619 | $60K | 0.2% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. trimmed | 11,200 | $58K | 0.2% | 2026-Q2 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP added | 5,000 | $26K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,590 | $19K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,511 | $8K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 471 | $2K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 400 | $2K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 270 | $1K | 0.0% | 2026-Q2 |
| TORONTO DOMINION BANK | 200 | $1K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 101 | $522 | 0.0% | 2026-Q2 |
| Aventura Private Wealth, LLC | 36 | $186 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 6 | $31 | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 5 | $26 | 0.0% | 2026-Q2 |
| VANGUARD GROUP INC added | 2,460,321 | $7M | 28.1% | 2025-Q4 stale (2 quarters behind) |
| Almitas Capital LLC new | 800,000 | $4M | 18.2% | 2025-Q3 stale (3 quarters behind) |
| Hudson Bay Capital Management LP | 600,000 | $3M | 12.8% | 2025-Q4 stale (2 quarters behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 231,278 | $1M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| Everstar Asset Management, LLC trimmed | 138,100 | $689K | 2.9% | 2026-Q1 stale (1 quarter behind) |
| United Capital Management of KS, Inc. new | 160,000 | $440K | 1.8% | 2025-Q4 stale (2 quarters behind) |
| Galaxy Group Investments LLC new | 50,000 | $274K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| OMERS ADMINISTRATION Corp new | 87,000 | $239K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Rangeley Capital, LLC new | 40,000 | $220K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Aristides Capital LLC new | 66,100 | $182K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 11,231 | $180K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 27,256 | $136K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 37,276 | $103K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| FNY Investment Advisers, LLC trimmed | 25,000 | $68K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP new | 21,780 | $60K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CWA Asset Management Group, LLC new | 11,862 | $33K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| LPL Financial LLC new | 11,256 | $31K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS new | 7,335 | $20K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Quantbot Technologies LP new | 3,407 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SIMPLEX TRADING, LLC new | 706 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. new | 600 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC new | 1,000 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Arax Advisory Partners new | 1,000 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| B. Riley Wealth Advisors, Inc. new | 200 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Physician Wealth Advisors, Inc. | 167 | $460 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SBI Securities Co., Ltd. | 28 | $448 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Fortitude Family Office, LLC trimmed | 38 | $190 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 15 | $75 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY | 8 | $44 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC new | 8 | $40 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC new | 1 | $5 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Avion Wealth new | 75 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 91 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
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.