Who owns NFGC
Which tracked institutional funds hold NFGC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NFGC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
6 tracked funds added or opened NFGC while 12 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
NFGC’s largest tracked holder by dollar value, Merk Investments LLC, sizes it at 8.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NFGC 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 83 tracked filers holding NFGC, 33 increased or opened the position and 39 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 NFGC 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
- Anson Funds Management LP$848K
- ALPS ADVISORS INC$628K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$522K
Largest adds
- Merk Investments LLC$16M
- SPROTT INC.$1M
- CITADEL ADVISORS LLC$793K
- JPMORGAN CHASE & CO$277K
Largest trims
- BANK OF AMERICA CORP /DE/$5M
- JANE STREET GROUP, LLC$3M
- MORGAN STANLEY$2M
- VAN ECK ASSOCIATES CORP$2M
- TWO SIGMA INVESTMENTS, LP$2M
- MILLENNIUM MANAGEMENT LLC$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 |
|---|---|---|---|---|
| Merk Investments LLC added | 16,312,500 | $25M | 26.8% | 2026-Q2 |
| SPROTT INC. added | 10,474,172 | $16M | 17.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 8,142,889 | $13M | 13.4% | 2026-Q2 |
| Groupe la Francaise added | 2,500,000 | $4M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,447,500 | $4M | 4.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 2,296,568 | $4M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,847,247 | $3M | 3.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,758,915 | $3M | 2.9% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 854,200 | $1M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 831,532 | $1M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 786,292 | $1M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 579,404 | $893K | 1.0% | 2026-Q2 |
| Anson Funds Management LP new | 549,500 | $848K | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 476,295 | $733K | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 445,400 | $686K | 0.7% | 2026-Q2 |
| ALPS ADVISORS INC new | 407,594 | $628K | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 265,892 | $404K | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 250,000 | $386K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 217,447 | $335K | 0.4% | 2026-Q2 |
| Quadrature Capital Ltd added | 215,811 | $332K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 192,439 | $296K | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 169,883 | $262K | 0.3% | 2026-Q2 |
| Total Wealth Planning & Management, Inc. added | 166,500 | $256K | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC | 150,000 | $231K | 0.2% | 2026-Q2 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund new | 134,000 | $207K | 0.2% | 2026-Q2 |
| BlackRock, Inc. | 121,066 | $186K | 0.2% | 2026-Q2 |
| MMCAP International Inc. SPC | 119,523 | $184K | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 105,582 | $162K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 98,935 | $153K | 0.2% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 95,000 | $146K | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 81,420 | $124K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 78,964 | $122K | 0.1% | 2026-Q2 |
| Periscope Capital Inc. added | 75,000 | $116K | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 72,439 | $112K | 0.1% | 2026-Q2 |
| Deer Park Road Corp | 57,860 | $89K | 0.1% | 2026-Q2 |
| McAlvany Wealth Management LLC new | 56,079 | $86K | 0.1% | 2026-Q2 |
| HM PAYSON & CO added | 54,140 | $83K | 0.1% | 2026-Q2 |
| LVZ, Inc. | 54,119 | $83K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 54,119 | $83K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 54,119 | $83K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 50,023 | $77K | 0.1% | 2026-Q2 |
| Acuitas Investments, LLC trimmed | 44,000 | $67K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC new | 37,470 | $58K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers | 36,149 | $56K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 35,943 | $55K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 34,000 | $52K | 0.1% | 2026-Q2 |
| OSTERWEIS CAPITAL MANAGEMENT INC | 31,250 | $48K | 0.1% | 2026-Q2 |
| Cannell & Spears LLC | 30,000 | $46K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 30,000 | $46K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 29,300 | $45K | 0.0% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 26,775 | $41K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 26,015 | $40K | 0.0% | 2026-Q2 |
| 1832 Asset Management L.P. | 25,000 | $38K | 0.0% | 2026-Q2 |
| FINANCIAL COUNSELORS INC new | 25,000 | $38K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 22,225 | $35K | 0.0% | 2026-Q2 |
| Waterloo Capital, L.P. | 22,367 | $34K | 0.0% | 2026-Q2 |
| HSBC HOLDINGS PLC | 21,267 | $32K | 0.0% | 2026-Q2 |
| Midwest Trust Co | 20,000 | $31K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 19,316 | $30K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 18,891 | $29K | 0.0% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 18,197 | $28K | 0.0% | 2026-Q2 |
| FWG Holdings, LLC | 18,000 | $25K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 14,778 | $23K | 0.0% | 2026-Q2 |
| KANAWHA CAPITAL MANAGEMENT LLC | 14,000 | $22K | 0.0% | 2026-Q2 |
| Tradition Wealth Management, LLC | 13,389 | $21K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 13,025 | $20K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC | 12,000 | $18K | 0.0% | 2026-Q2 |
| Mariner, LLC | 10,745 | $17K | 0.0% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 10,309 | $16K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 10,195 | $16K | 0.0% | 2026-Q2 |
| Cladis Investment Advisory, LLC | 10,000 | $15K | 0.0% | 2026-Q2 |
| Wealth Quarterback LLC | 10,000 | $15K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 7,000 | $11K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 6,900 | $11K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 6,500 | $10K | 0.0% | 2026-Q2 |
| Fairscale Capital, LLC | 4,000 | $6K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,621 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,395 | $2K | 0.0% | 2026-Q2 |
| Pacifica Partners Inc. | 600 | $994 | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 354 | $545 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 215 | $331 | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 100 | $154 | 0.0% | 2026-Q2 |
| DANSKE BANK A/S | 2 | $3 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 280,069 | $522K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Hartree Partners, LP | 250,000 | $485K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Kiker Wealth Management, LLC new | 225,894 | $438K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 219,649 | $426K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Quantbot Technologies LP added | 213,120 | $413K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC added | 103,054 | $200K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Worth Venture Partners, LLC added | 76,690 | $149K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AXQ CAPITAL, LP new | 50,904 | $99K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Moerus Capital Management LLC new | 1,692,643 | $5M | 5.3% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC new | 247,723 | $736K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 206,600 | $614K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Timelo Investment Management Inc. trimmed | 70,000 | $208K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC added | 52,968 | $157K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| LGT Fund Management Co Ltd. added | 45,000 | $138K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Diametric Capital, LP trimmed | 72,072 | $171K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC new | 49,638 | $123K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Integrated Advisors Network LLC added | 107,540 | $153K | 0.2% | 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.