Who owns NOA
Which tracked institutional funds hold NOA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NOA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
18 tracked funds added or opened NOA while 11 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
NOA’s largest tracked holder by dollar value, Claret Asset Management Corp, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NOA 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 69 tracked filers holding NOA, 44 increased or opened the position and 30 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 NOA 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 5
- Claret Asset Management Corp$28M
- Alberta Investment Management Corp$6M
- Polar Asset Management Partners Inc.$4M
- SkyView Investment Advisors, LLC$1M
- K.J. Harrison & Partners Inc$707K
Largest adds
- MORGAN STANLEY$8M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
- Simcoe Capital LLC$3M
- GOLDMAN SACHS GROUP INC$2M
- CenterBook Partners LP$2M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- BANK OF MONTREAL /CAN/$20M
- Bastion Asset Management Inc.$3M
- CANNELL CAPITAL LLC$3M
- MARSHALL WACE, LLP$2M
- CIBC Asset Management Inc$2M
- ENVESTNET ASSET MANAGEMENT INC$257K
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 |
|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ trimmed | 1,420,790 | $19M | 7.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,396,384 | $19M | 7.4% | 2026-Q2 |
| CIBC Asset Management Inc trimmed | 1,354,606 | $18M | 7.2% | 2026-Q2 |
| AEGIS FINANCIAL CORP | 1,038,177 | $14M | 5.5% | 2026-Q2 |
| CANNELL CAPITAL LLC trimmed | 783,691 | $10M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 766,612 | $10M | 4.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 672,043 | $9M | 3.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 635,087 | $8M | 3.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 604,396 | $8M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 442,851 | $6M | 2.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 411,820 | $5M | 2.2% | 2026-Q2 |
| Simcoe Capital LLC added | 393,867 | $5M | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 382,900 | $5M | 2.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 329,224 | $4M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 269,536 | $4M | 1.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 247,000 | $3M | 1.3% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. added | 244,300 | $3M | 1.3% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 244,091 | $3M | 1.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 236,300 | $3M | 1.2% | 2026-Q2 |
| Bastion Asset Management Inc. trimmed | 213,316 | $3M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 228,973 | $3M | 1.2% | 2026-Q2 |
| Orchard Capital Management, LLC added | 226,537 | $3M | 1.2% | 2026-Q2 |
| CenterBook Partners LP added | 193,653 | $3M | 1.0% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 190,100 | $3M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 169,549 | $2M | 0.9% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 101,930 | $1M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 72,039 | $956K | 0.4% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 70,000 | $931K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 68,188 | $907K | 0.4% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 65,168 | $867K | 0.3% | 2026-Q2 |
| PDT Partners, LLC added | 63,988 | $851K | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 60,535 | $805K | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 57,082 | $759K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 55,484 | $743K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 54,534 | $725K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 50,596 | $673K | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 44,394 | $590K | 0.2% | 2026-Q2 |
| TD Asset Management Inc added | 40,769 | $542K | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 28,375 | $535K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 34,237 | $455K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 34,022 | $453K | 0.2% | 2026-Q2 |
| UBS Group AG added | 33,296 | $443K | 0.2% | 2026-Q2 |
| Freestone Capital Holdings, LLC | 27,500 | $366K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd added | 27,071 | $360K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 24,569 | $329K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,715 | $315K | 0.1% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC added | 23,326 | $315K | 0.1% | 2026-Q2 |
| MAI Capital Management | 21,560 | $287K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 20,945 | $278K | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 18,343 | $244K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 17,836 | $237K | 0.1% | 2026-Q2 |
| Tranquility Partners, LLC added | 15,928 | $212K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ | 13,111 | $174K | 0.1% | 2026-Q2 |
| NATIXIS | 12,680 | $169K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 11,271 | $150K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd new | 10,792 | $144K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 10,128 | $135K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4,157 | $55K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC | 2,625 | $35K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 2,021 | $27K | 0.0% | 2026-Q2 |
| Lavaca Capital LLC new | 1,109 | $15K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 900 | $12K | 0.0% | 2026-Q2 |
| LRI Investments, LLC added | 619 | $8K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 151 | $2K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 151 | $2K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 100 | $1K | 0.0% | 2026-Q2 |
| Manchester Capital Management LLC | 12 | $160 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 5 | $66 | 0.0% | 2026-Q2 |
| WealthCollab, LLC | 4 | $54 | 0.0% | 2026-Q2 |
| Claret Asset Management Corp added | 2,047,443 | $28M | 11.0% | 2026-Q1 stale (1 quarter behind) |
| Alberta Investment Management Corp added | 422,493 | $6M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Polar Asset Management Partners Inc. trimmed | 310,000 | $4M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| SkyView Investment Advisors, LLC added | 75,032 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| K.J. Harrison & Partners Inc trimmed | 52,500 | $707K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Brevan Howard Capital Management LP trimmed | 15,012 | $202K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Engineers Gate Manager LP new | 14,332 | $193K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HSBC HOLDINGS PLC trimmed | 12,441 | $167K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 181,978 | $3M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Timelo Investment Management Inc. trimmed | 140,156 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 127,600 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| NewGen Asset Management Ltd trimmed | 87,699 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| CREDIT AGRICOLE S A | 75,600 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| PharVision Advisers, LLC new | 21,662 | $311K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Russell Investments Group, Ltd. | 16,055 | $231K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BURNEY CO/ trimmed | 13,503 | $194K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Schonfeld Strategic Advisors LLC new | 13,247 | $190K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 79,432 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Swiss National Bank | 51,300 | $729K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Legal & General Group Plc | 22,919 | $326K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| VANGUARD GROUP INC | 21,961 | $312K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Nuveen, LLC | 19,243 | $273K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Campbell & CO Investment Adviser LLC trimmed | 15,846 | $225K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10,307 | $146K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Police & Firemen's Retirement System of New Jersey added | 9,460 | $134K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AYAL Capital Advisors Ltd trimmed | 312,070 | $5M | 2.0% | 2025-Q2 stale (4 quarters behind) |
| Cumberland Partners Ltd | 110,100 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| GEODE CAPITAL MANAGEMENT, LLC added | 21,511 | $344K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 20,504 | $328K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CANADA LIFE ASSURANCE Co trimmed | 15,141 | $241K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Proficio Capital Partners LLC | 12,435 | $199K | 0.1% | 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.