Who owns NDIA
Which tracked institutional funds hold NDIA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NDIA 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
4 tracked funds added or opened NDIA while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
NDIA’s largest tracked holder by dollar value, Boothe Investment Group, Inc., sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NDIA 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 15 tracked filers holding NDIA, 7 increased or opened the position and 7 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 NDIA 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.
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Boothe Investment Group, Inc.$4M
- OLD MISSION CAPITAL LLC$1M
- Clear Creek Financial Management, LLC$329K
Largest trims
- JANE STREET GROUP, LLC$2M
- IHT Wealth Management, LLC$828K
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$511K
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 |
|---|---|---|---|---|
| Boothe Investment Group, Inc. added | 556,705 | $15M | 35.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 381,194 | $10M | 24.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 245,249 | $7M | 15.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 116,243 | $3M | 7.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 95,930 | $3M | 6.0% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 61,212 | $2M | 3.9% | 2026-Q2 |
| Empire Financial Management Company, LLC trimmed | 51,248 | $1M | 3.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 28,230 | $770K | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,675 | $346K | 0.8% | 2026-Q2 |
| LPL Financial LLC new | 12,048 | $329K | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 11,037 | $301K | 0.7% | 2026-Q2 |
| MORGAN STANLEY | 10,000 | $273K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 570 | $16K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 150 | $4K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $20 | 0.0% | 2026-Q2 |
| UBS Group AG added | 279 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Geneos Wealth Management Inc. | 200 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 233 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Federation des caisses Desjardins du Quebec new | 350 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Stone House Investment Management, LLC new | 5,370 | $165K | 0.4% | 2025-Q2 stale (4 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.