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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

14
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened NDIA while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., 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 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 2025-Q4 and 2026-Q1, across 14 tracked filers holding NDIA, 10 increased or opened the position and 3 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 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.

New buyers 1

  • Clear Creek Financial Management, LLC$1M

Largest adds

  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3M
  • JANE STREET GROUP, LLC$2M
  • OLD MISSION CAPITAL LLC$531K
  • IHT Wealth Management, LLC$405K

Largest trims

  • Boothe Investment Group, Inc.$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$564K
  • ROYAL BANK OF CANADA$393K

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).

FundSharesReported value% of valueQuarter
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added421,559$11M31.4%2026-Q1
Boothe Investment Group, Inc. added416,991$11M31.1%2026-Q1
ROYAL BANK OF CANADA added129,015$3M9.6%2026-Q1
JANE STREET GROUP, LLC added83,463$2M6.2%2026-Q1
IHT Wealth Management, LLC added61,730$2M4.6%2026-Q1
OLD MISSION CAPITAL LLC added56,783$1M4.2%2026-Q1
Empire Financial Management Company, LLC added51,906$1M3.9%2026-Q1
Clear Creek Financial Management, LLC new51,808$1M3.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed37,548$972K2.8%2026-Q1
MORGAN STANLEY10,000$259K0.7%2026-Q1
UBS Group AG added279$7K0.0%2026-Q1
Geneos Wealth Management Inc.200$5K0.0%2026-Q1
NBC SECURITIES, INC. trimmed150$4K0.0%2026-Q1
WELLS FARGO & COMPANY/MN new1$190.0%2026-Q1
Hamilton Wealth, LLC new10,700$301K0.9%2025-Q1 stale
Stone House Investment Management, LLC new5,370$165K0.5%2025-Q2 stale
OSAIC HOLDINGS, INC.400$12K0.0%2025-Q2 stale
Federation des caisses Desjardins du Quebec new350$10K0.0%2025-Q3 stale
CREATIVE FINANCIAL DESIGNS INC /ADV233$7K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership