Who owns NBTX
Which tracked institutional funds hold NBTX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NBTX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 NBTX is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 0 trimmed or exited — on balance accumulating.
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
NBTX’s largest tracked holder by dollar value, JOHNSON & JOHNSON, sizes it at 26.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 26.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NBTX 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 18 tracked filers holding NBTX, 12 increased or opened the position and 5 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 NBTX 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.
New buyers 2
- JANE STREET GROUP, LLC$1M
- XTX Topco Ltd$598K
Largest adds
- JOHNSON & JOHNSON$38M
- MORGAN STANLEY$757K
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 |
|---|---|---|---|---|
| JOHNSON & JOHNSON | 5,623,816 | $212M | 97.3% | 2026-Q2 |
| MORGAN STANLEY added | 49,789 | $2M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 32,180 | $1M | 0.6% | 2026-Q2 |
| XTX Topco Ltd new | 15,855 | $598K | 0.3% | 2026-Q2 |
| Optiver Holding B.V. added | 13,631 | $514K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 10,044 | $379K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 6,042 | $228K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,044 | $152K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 2,577 | $97K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,189 | $83K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,706 | $61K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,502 | $57K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 985 | $37K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 500 | $19K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 200 | $8K | 0.0% | 2026-Q2 |
| Stone House Investment Management, LLC new | 76 | $3K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec new | 56 | $2K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 13 | $482 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 882 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 1 | $31 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC trimmed | 1 | $31 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC added | 16,869 | $390K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GEODE CAPITAL MANAGEMENT, LLC | 10,184 | $192K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC added | 110 | $633 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters 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.