Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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 2026-Q1 and 2026-Q2: 35 added or opened and 6 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
NBXG’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp 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 2026-Q1 and 2026-Q2, across 100 tracked filers holding NBXG, 53 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 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 3
- Atlas Wealth LLC$18M
- NewEdge Advisors, LLC$2M
- XTX Topco Ltd$633K
Full exits 4
- Penserra Capital Management LLC$7M
- SIT INVESTMENT ASSOCIATES INC$3M
- CORRADO ADVISORS, LLC$1M
- Shaker Financial Services, LLC$1M
Largest adds
- Saba Capital Management, L.P.$28M
- MORGAN STANLEY$20M
- Karpus Management, Inc.$10M
- LAZARD ASSET MANAGEMENT LLC$8M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$6M
- Bulldog Investors, LLP$4M
Largest trims
- Private Advisor Group, LLC$2M
- WOLVERINE ASSET MANAGEMENT LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Saba Capital Management, L.P. | 7,548,223 | $125M | 23.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 7,070,195 | $117M | 22.0% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 2,981,177 | $49M | 9.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC | 2,165,188 | $36M | 6.7% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 1,188,521 | $20M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,178,014 | $19M | 3.7% | 2026-Q2 |
| Bulldog Investors, LLP added | 1,171,931 | $19M | 3.6% | 2026-Q2 |
| Atlas Wealth LLC new | 1,102,724 | $18M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 872,955 | $14M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 837,226 | $14M | 2.6% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 726,651 | $12M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 531,087 | $9M | 1.6% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 488,681 | $8M | 1.5% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 433,728 | $7M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 313,549 | $5M | 0.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 283,289 | $5M | 0.9% | 2026-Q2 |
| Altium Capital Management LLC | 204,562 | $3M | 0.6% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 202,139 | $3M | 0.6% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 182,562 | $3M | 0.6% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 175,399 | $3M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 168,806 | $3M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 146,507 | $2M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 141,404 | $2M | 0.4% | 2026-Q2 |
| Matisse Capital | 129,790 | $2M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 123,850 | $2M | 0.4% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC | 119,258 | $2M | 0.4% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 105,405 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 100,388 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 99,354 | $2M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 90,765 | $2M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 73,251 | $1M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 66,653 | $1M | 0.2% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 66,408 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 63,269 | $1M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 61,730 | $1M | 0.2% | 2026-Q2 |
| Concorde Asset Management, LLC added | 58,690 | $971K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 55,748 | $922K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 48,245 | $798K | 0.1% | 2026-Q2 |
| Almitas Capital LLC added | 42,297 | $700K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 40,996 | $678K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 40,378 | $668K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 38,293 | $633K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 37,384 | $618K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 34,241 | $566K | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 33,865 | $560K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 28,103 | $465K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 28,080 | $464K | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 24,579 | $407K | 0.1% | 2026-Q2 |
| Calamos Advisors LLC new | 22,716 | $376K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 20,315 | $336K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 19,251 | $318K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 18,472 | $306K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 18,440 | $305K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC | 18,360 | $304K | 0.1% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC added | 18,069 | $299K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 16,563 | $274K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 16,533 | $273K | 0.1% | 2026-Q2 |
| Investment Management Trust, LLC trimmed | 15,757 | $261K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 14,107 | $233K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 14,029 | $232K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC | 13,975 | $203K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 13,514 | $224K | 0.0% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 13,430 | $222K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,246 | $219K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 13,049 | $216K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 12,245 | $203K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 11,936 | $197K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 11,812 | $195K | 0.0% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 11,806 | $195K | 0.0% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 11,500 | $190K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 11,322 | $187K | 0.0% | 2026-Q2 |
| CHOREO, LLC trimmed | 11,035 | $183K | 0.0% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 10,837 | $179K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 10,695 | $177K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC new | 10,458 | $173K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 10,429 | $172K | 0.0% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 10,394 | $172K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 10,222 | $169K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 10,200 | $169K | 0.0% | 2026-Q2 |
| Advisor Resource Council new | 10,033 | $163K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 9,219 | $152K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 7,530 | $125K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,761 | $79K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 4,474 | $74K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,563 | $59K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 3,196 | $53K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 2,472 | $41K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,000 | $33K | 0.0% | 2026-Q2 |
| Estabrook Capital Management added | 1,826 | $30K | 0.0% | 2026-Q2 |
| GABLES CAPITAL MANAGEMENT INC. | 1,473 | $24K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC | 1,406 | $23K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,150 | $19K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 1,126 | $18K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,061 | $18K | 0.0% | 2026-Q2 |
| Holos Integrated Wealth LLC | 650 | $10K | 0.0% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC new | 440 | $7K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 212 | $4K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC added | 200 | $3K | 0.0% | 2026-Q2 |
| Kennebec Savings Bank new | 200 | $3K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 100 | $2K | 0.0% | 2026-Q2 |
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.