Who owns NFGC (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-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
8 tracked funds added or opened NFGC while 15 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
NFGC’s largest tracked holder by dollar value, SPROTT INC., sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2025-Q4 and 2026-Q1, across 88 tracked filers holding NFGC, 52 increased or opened the position and 27 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 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
- Groupe la Francaise$4M
Full exits 3
- Moerus Capital Management LLC$5M
- Private Advisor Group, LLC$736K
- TWO SIGMA ADVISERS, LP$614K
Largest adds
- BANK OF AMERICA CORP /DE/$6M
- MARSHALL WACE, LLP$3M
- MILLENNIUM MANAGEMENT LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- MORGAN STANLEY$1M
- D. E. Shaw & Co., Inc.$302K
Largest trims
- SPROTT INC.$9M
- Merk Investments LLC$5M
- JANE STREET GROUP, LLC$5M
- VAN ECK ASSOCIATES CORP$3M
- MMCAP International Inc. SPC$2M
- TWO SIGMA INVESTMENTS, LP$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 |
|---|---|---|---|---|
| SPROTT INC. trimmed | 7,725,030 | $15M | 15.9% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 7,614,986 | $15M | 15.7% | 2026-Q1 |
| Merk Investments LLC | 4,750,000 | $9M | 9.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,339,339 | $8M | 8.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,658,607 | $5M | 5.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 2,437,006 | $5M | 5.0% | 2026-Q1 |
| Groupe la Francaise new | 2,331,900 | $4M | 4.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 2,059,250 | $4M | 4.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,085,615 | $4M | 4.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,427,233 | $3M | 2.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,329,962 | $3M | 2.7% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 900,700 | $2M | 1.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 706,323 | $1M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 280,069 | $522K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 257,445 | $499K | 0.5% | 2026-Q1 |
| Hartree Partners, LP | 250,000 | $485K | 0.5% | 2026-Q1 |
| Kiker Wealth Management, LLC new | 225,894 | $438K | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 219,649 | $426K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 215,229 | $418K | 0.4% | 2026-Q1 |
| Quantbot Technologies LP added | 213,120 | $413K | 0.4% | 2026-Q1 |
| XTX Topco Ltd added | 210,092 | $408K | 0.4% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. added | 156,100 | $303K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC new | 150,000 | $291K | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 153,900 | $288K | 0.3% | 2026-Q1 |
| BlackRock, Inc. added | 121,066 | $235K | 0.2% | 2026-Q1 |
| MMCAP International Inc. SPC trimmed | 119,523 | $232K | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 114,887 | $223K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 103,054 | $200K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 101,130 | $189K | 0.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 95,000 | $184K | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 88,245 | $164K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 76,555 | $149K | 0.2% | 2026-Q1 |
| Worth Venture Partners, LLC added | 76,690 | $149K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 73,006 | $127K | 0.1% | 2026-Q1 |
| Acuitas Investments, LLC new | 65,000 | $126K | 0.1% | 2026-Q1 |
| Deer Park Road Corp | 57,860 | $112K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 56,806 | $110K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 54,119 | $105K | 0.1% | 2026-Q1 |
| LVZ, Inc. new | 54,119 | $105K | 0.1% | 2026-Q1 |
| AXQ CAPITAL, LP new | 50,904 | $99K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 46,030 | $89K | 0.1% | 2026-Q1 |
| UBS Group AG added | 42,282 | $82K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 36,149 | $67K | 0.1% | 2026-Q1 |
| OSTERWEIS CAPITAL MANAGEMENT INC | 31,250 | $61K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 31,735 | $59K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 30,000 | $58K | 0.1% | 2026-Q1 |
| Cannell & Spears LLC | 30,000 | $58K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 27,199 | $53K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 28,000 | $52K | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. | 25,000 | $48K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC new | 24,100 | $47K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 22,225 | $44K | 0.0% | 2026-Q1 |
| Waterloo Capital, L.P. | 22,367 | $43K | 0.0% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 21,267 | $41K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 21,644 | $40K | 0.0% | 2026-Q1 |
| Midwest Trust Co | 20,000 | $39K | 0.0% | 2026-Q1 |
| Graham Capital Management, L.P. new | 18,184 | $35K | 0.0% | 2026-Q1 |
| FWG Holdings, LLC | 18,000 | $35K | 0.0% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 17,500 | $34K | 0.0% | 2026-Q1 |
| StoneX Group Inc. added | 16,225 | $31K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC | 16,089 | $31K | 0.0% | 2026-Q1 |
| HM PAYSON & CO trimmed | 16,000 | $31K | 0.0% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 16,197 | $31K | 0.0% | 2026-Q1 |
| SG Americas Securities, LLC new | 14,257 | $28K | 0.0% | 2026-Q1 |
| KANAWHA CAPITAL MANAGEMENT LLC new | 14,000 | $27K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 13,771 | $27K | 0.0% | 2026-Q1 |
| Tradition Wealth Management, LLC | 13,389 | $26K | 0.0% | 2026-Q1 |
| Centiva Capital, LP trimmed | 12,978 | $25K | 0.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 12,000 | $23K | 0.0% | 2026-Q1 |
| Rathbones Group PLC | 11,451 | $21K | 0.0% | 2026-Q1 |
| Mariner, LLC new | 10,745 | $21K | 0.0% | 2026-Q1 |
| REGIONS FINANCIAL CORP new | 10,309 | $20K | 0.0% | 2026-Q1 |
| Wealth Quarterback LLC | 10,000 | $19K | 0.0% | 2026-Q1 |
| Cladis Investment Advisory, LLC | 10,000 | $19K | 0.0% | 2026-Q1 |
| Fiscal Wisdom Wealth Management, LLC trimmed | 10,280 | $19K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 6,900 | $13K | 0.0% | 2026-Q1 |
| Moerus Capital Management LLC new | 1,692,643 | $5M | 5.3% | 2025-Q4 stale |
| Private Advisor Group, LLC new | 247,723 | $736K | 0.8% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 206,600 | $614K | 0.7% | 2025-Q4 stale |
| Man Group plc added | 186,300 | $224K | 0.2% | 2025-Q1 stale |
| Timelo Investment Management Inc. trimmed | 70,000 | $208K | 0.2% | 2025-Q4 stale |
| Diametric Capital, LP trimmed | 72,072 | $171K | 0.2% | 2025-Q3 stale |
| Virtu Financial LLC added | 52,968 | $157K | 0.2% | 2025-Q4 stale |
| Integrated Advisors Network LLC added | 107,540 | $153K | 0.2% | 2025-Q2 stale |
| LGT Fund Management Co Ltd. added | 45,000 | $138K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 43,405 | $129K | 0.1% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC added | 49,638 | $123K | 0.1% | 2025-Q3 stale |
| Hudson Bay Capital Management LP new | 25,300 | $75K | 0.1% | 2025-Q4 stale |
| OXFORD ASSET MANAGEMENT LLP new | 24,552 | $73K | 0.1% | 2025-Q4 stale |
| LINCOLN CAPITAL CORP | 25,000 | $59K | 0.1% | 2025-Q3 stale |
| Periscope Capital Inc. new | 17,500 | $52K | 0.1% | 2025-Q4 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 19,938 | $47K | 0.1% | 2025-Q3 stale |
| R Squared Ltd added | 18,072 | $43K | 0.0% | 2025-Q3 stale |
| TORONTO DOMINION BANK trimmed | 17,684 | $42K | 0.0% | 2025-Q3 stale |
| OMERS ADMINISTRATION Corp trimmed | 15,600 | $37K | 0.0% | 2025-Q3 stale |
| Brevan Howard Capital Management LP new | 10,031 | $30K | 0.0% | 2025-Q4 stale |
| Ancora Advisors LLC | 6,300 | $15K | 0.0% | 2025-Q3 stale |
| TOTAL INVESTMENT MANAGEMENT INC new | 9,157 | $13K | 0.0% | 2025-Q2 stale |
| Corient Private Wealth LLC new | 10,000 | $12K | 0.0% | 2025-Q1 stale |
| Brooklyn Investment Group | 7,370 | $10K | 0.0% | 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.
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.