Who owns NBXG (NBXG)
Which tracked institutional funds hold NBXG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NBXG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 NBXG is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 25 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
NBXG’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NBXG 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 2025-Q4 and 2026-Q1, across 90 tracked filers holding NBXG, 55 increased or opened the position and 42 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 NBXG between the 2025-Q4 and 2026-Q1 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 6
- Thomas J. Herzfeld Advisors, Inc.$6M
- JANE STREET GROUP, LLC$881K
- NewEdge Advisors, LLC$872K
- Concorde Asset Management, LLC$834K
- Compound Planning, Inc.$641K
- Bank of New York Mellon Corp$535K
Largest adds
- MORGAN STANLEY$6M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Quantedge Capital Pte Ltd$948K
- Private Advisor Group, LLC$741K
- Shaker Financial Services, LLC$581K
- Tidal Investments LLC$366K
Largest trims
- Saba Capital Management, L.P.$14M
- SIT INVESTMENT ASSOCIATES INC$12M
- Karpus Management, Inc.$5M
- LAZARD ASSET MANAGEMENT LLC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Bulldog Investors, LLP$2M
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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. trimmed | 7,548,223 | $97M | 22.5% | 2026-Q1 |
| MORGAN STANLEY added | 7,505,303 | $97M | 22.3% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 3,069,100 | $39M | 9.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 2,165,188 | $28M | 6.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,192,864 | $15M | 3.6% | 2026-Q1 |
| Bulldog Investors, LLP added | 1,169,731 | $15M | 3.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 1,036,638 | $13M | 3.1% | 2026-Q1 |
| UBS Group AG added | 928,770 | $12M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 882,771 | $11M | 2.6% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 704,014 | $9M | 2.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 518,677 | $7M | 1.5% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 488,681 | $6M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 486,809 | $6M | 1.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 391,481 | $5M | 1.2% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 353,356 | $5M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 265,483 | $3M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 230,879 | $3M | 0.7% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 230,874 | $3M | 0.7% | 2026-Q1 |
| Altium Capital Management LLC added | 204,562 | $3M | 0.6% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 193,662 | $2M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 171,475 | $2M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 170,316 | $2M | 0.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 163,246 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 144,383 | $2M | 0.4% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 136,858 | $2M | 0.4% | 2026-Q1 |
| Matisse Capital | 129,790 | $2M | 0.4% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC added | 119,258 | $2M | 0.4% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 111,907 | $1M | 0.3% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 107,614 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 101,225 | $1M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 90,765 | $1M | 0.3% | 2026-Q1 |
| Shaker Financial Services, LLC added | 86,744 | $1M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 80,286 | $1M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 65,157 | $839K | 0.2% | 2026-Q1 |
| Dakota Wealth Management added | 64,195 | $826K | 0.2% | 2026-Q1 |
| &PARTNERS added | 62,452 | $801K | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 58,001 | $746K | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 52,855 | $680K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 48,374 | $623K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 47,700 | $614K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 47,045 | $605K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 41,586 | $535K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 40,660 | $523K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 40,045 | $515K | 0.1% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 34,361 | $442K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 28,269 | $364K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 27,946 | $360K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 26,536 | $342K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 26,109 | $336K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 24,528 | $316K | 0.1% | 2026-Q1 |
| Creative Planning added | 23,813 | $306K | 0.1% | 2026-Q1 |
| CWM, LLC added | 23,088 | $297K | 0.1% | 2026-Q1 |
| Advisory Advocates, LLC added | 18,360 | $236K | 0.1% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC added | 17,648 | $227K | 0.1% | 2026-Q1 |
| Investment Management Trust, LLC new | 17,317 | $223K | 0.1% | 2026-Q1 |
| DECISION INVESTMENTS, INC added | 16,040 | $206K | 0.0% | 2026-Q1 |
| Sovran Advisors, LLC new | 13,975 | $204K | 0.0% | 2026-Q1 |
| Focus Financial Network, Inc. added | 14,669 | $189K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,804 | $178K | 0.0% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 12,753 | $164K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 12,195 | $157K | 0.0% | 2026-Q1 |
| CHOREO, LLC added | 11,996 | $154K | 0.0% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 11,500 | $148K | 0.0% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 11,379 | $146K | 0.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC new | 10,802 | $139K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 10,695 | $138K | 0.0% | 2026-Q1 |
| Almitas Capital LLC trimmed | 10,457 | $135K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 10,295 | $132K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 10,222 | $132K | 0.0% | 2026-Q1 |
| AMERIFLEX GROUP, INC. added | 10,200 | $131K | 0.0% | 2026-Q1 |
| Activest Wealth Management | 7,500 | $97K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 6,163 | $79K | 0.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 412,390 | $6M | 1.4% | 2025-Q4 stale |
| Verition Fund Management LLC new | 111,225 | $1M | 0.3% | 2025-Q1 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 88,990 | $1M | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 61,039 | $881K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 60,421 | $872K | 0.2% | 2025-Q4 stale |
| Concorde Asset Management, LLC trimmed | 57,780 | $834K | 0.2% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. added | 43,156 | $664K | 0.2% | 2025-Q3 stale |
| Compound Planning, Inc. added | 44,386 | $641K | 0.1% | 2025-Q4 stale |
| Bank of New York Mellon Corp added | 37,080 | $535K | 0.1% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. new | 37,114 | $455K | 0.1% | 2025-Q1 stale |
| AlphaStar Capital Management, LLC trimmed | 30,208 | $436K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd new | 26,874 | $392K | 0.1% | 2025-Q2 stale |
| Walleye Capital LLC trimmed | 23,825 | $366K | 0.1% | 2025-Q3 stale |
| Hilltop Holdings Inc. trimmed | 24,590 | $359K | 0.1% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC | 19,145 | $276K | 0.1% | 2025-Q4 stale |
| World Investment Advisors trimmed | 22,350 | $274K | 0.1% | 2025-Q1 stale |
| COHEN & STEERS, INC. | 17,928 | $259K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,184 | $248K | 0.1% | 2025-Q4 stale |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 15,119 | $233K | 0.1% | 2025-Q3 stale |
| Corient Private Wealth LLC added | 14,084 | $217K | 0.1% | 2025-Q3 stale |
| COOPER/HAIMS ADVISORS, LLC new | 13,307 | $192K | 0.0% | 2025-Q4 stale |
| WEDBUSH SECURITIES INC trimmed | 11,625 | $179K | 0.0% | 2025-Q3 stale |
| Arax Advisory Partners added | 10,436 | $151K | 0.0% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 10,133 | $146K | 0.0% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC | 10,295 | $126K | 0.0% | 2025-Q1 stale |
| Allie Family Office LLC | 10,000 | $122K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC added | 7,530 | $116K | 0.0% | 2025-Q3 stale |
| RICHARDS, MERRILL & PETERSON, INC. | 7,000 | $86K | 0.0% | 2025-Q1 stale |
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.