Who owns NFTY
Which tracked institutional funds hold NFTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NFTY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 NFTY is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 8 trimmed or exited — on balance reducing.
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
NFTY’s largest tracked holder by dollar value, Crumly & Associates Inc., sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NFTY 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 48 tracked filers holding NFTY, 12 increased or opened the position and 41 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 NFTY 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.
Full exits 3
- StoneX Group Inc.$1M
- Cambridge Investment Research Advisors, Inc.$1M
- FLOW TRADERS U.S. LLC$918K
Largest adds
- Crumly & Associates Inc.$1M
- Merkkuri Wealth Advisors LLC$503K
Largest trims
- OLD MISSION CAPITAL LLC$4M
- Cetera Investment Advisers$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Equitable Holdings, Inc.$857K
- PRIVATE CLIENT SERVICES, LLC$409K
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 |
|---|---|---|---|---|
| Crumly & Associates Inc. added | 293,242 | $16M | 18.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 111,130 | $6M | 7.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 106,330 | $6M | 6.9% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 85,514 | $5M | 5.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 60,081 | $3M | 3.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 59,122 | $3M | 3.8% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 53,888 | $3M | 3.5% | 2026-Q2 |
| Archer Investment Corp trimmed | 45,098 | $2M | 2.9% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC added | 43,224 | $2M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 30,606 | $2M | 2.0% | 2026-Q2 |
| Purus Wealth Management, LLC trimmed | 30,497 | $2M | 2.0% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC trimmed | 24,440 | $1M | 1.6% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 21,826 | $1M | 1.4% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 20,316 | $1M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 17,697 | $953K | 1.1% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 14,934 | $803K | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 14,585 | $785K | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 12,943 | $696K | 0.8% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 12,495 | $672K | 0.8% | 2026-Q2 |
| Prasad Wealth Partners, LLC trimmed | 11,136 | $599K | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,619 | $571K | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,040 | $540K | 0.6% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 8,447 | $454K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,536 | $405K | 0.5% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,081 | $381K | 0.5% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 6,550 | $352K | 0.4% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 5,735 | $309K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,455 | $240K | 0.3% | 2026-Q2 |
| UBS Group AG added | 2,794 | $150K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,220 | $119K | 0.1% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 2,000 | $108K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 1,342 | $72K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,208 | $65K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 1,123 | $60K | 0.1% | 2026-Q2 |
| Arax Advisory Partners trimmed | 680 | $37K | 0.0% | 2026-Q2 |
| CNB Bank | 650 | $35K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 342 | $18K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 333 | $18K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 253 | $14K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 251 | $14K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC | 228 | $12K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 100 | $5K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 73 | $4K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 50 | $3K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 40 | $2K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 31 | $2K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 21 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $22 | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 26,976 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 22,638 | $1M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 17,817 | $918K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Clear Creek Financial Management, LLC trimmed | 8,746 | $450K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC added | 8,576 | $442K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP trimmed | 5,651 | $291K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC trimmed | 5,455 | $281K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Triad Wealth Partners, LLC trimmed | 4,091 | $211K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC added | 3,602 | $185K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC trimmed | 3,438 | $177K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. | 1,374 | $70K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC new | 866 | $45K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 416 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Hanson & Doremus Investment Management added | 329 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 13 | $669 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 31,092 | $2M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| Deeter Investments LLP new | 30,907 | $2M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 18,815 | $1M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| Coppell Advisory Solutions LLC added | 17,360 | $1M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Chesley Taft & Associates LLC added | 7,700 | $449K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC added | 4,737 | $276K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Merit Financial Group, LLC trimmed | 4,633 | $270K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Trilogy Capital Inc. trimmed | 4,489 | $262K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Harvest Investment Services, LLC trimmed | 4,019 | $234K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Wagner Wealth Management, Corp new | 3,819 | $223K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Cornerstone Wealth Management, LLC trimmed | 3,715 | $217K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Belpointe Asset Management LLC trimmed | 3,535 | $201K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 109 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GoalVest Advisory LLC trimmed | 76 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AE Wealth Management LLC | 16 | $911 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Legacy Wealth Managment, LLC/ID | 2 | $114 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Mach-1 Financial Group, LLC added | 72,238 | $4M | 5.2% | 2025-Q2 stale (4 quarters behind) |
| Tradewinds, LLC. new | 32,434 | $2M | 2.3% | 2025-Q2 stale (4 quarters behind) |
| Integrated Wealth Concepts LLC trimmed | 12,064 | $724K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 8,464 | $508K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| NBC SECURITIES, INC. added | 7,482 | $448K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| MML INVESTORS SERVICES, LLC trimmed | 4,048 | $243K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CIBC WORLD MARKET INC. new | 3,413 | $205K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 70 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Legacy Investment Solutions, LLC trimmed | 2 | $120 | 0.0% | 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.