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Institutional Ownership · SEC Form 13F

Who owns NRK


Which tracked institutional funds hold NRK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NRK company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

100
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened NRK while 13 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

NRK’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NRK 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 100 tracked filers holding NRK, 47 increased or opened the position and 40 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 NRK 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

  • Cambridge Investment Research Advisors, Inc.$663K

Full exits 5

  • Karpus Management, Inc.$36M
  • Fiera Capital Corp$5M
  • OGOREK ANTHONY JOSEPH /NY/ /ADV$2M
  • Dakota Wealth Management$1M
  • LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$579K

Largest adds

  • MORGAN STANLEY$10M
  • Hennion & Walsh Asset Management, Inc.$2M
  • ROBINSON CAPITAL MANAGEMENT, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$660K
  • Avestar Capital, LLC$425K
  • Cetera Investment Advisers$394K

Largest trims

  • RIVERNORTH CAPITAL MANAGEMENT, LLC$9M
  • DEUTSCHE BANK AG\$3M
  • North Ground Capital$2M
  • Alpine Global Management, LLC$2M
  • JANE STREET GROUP, LLC$1M
  • MACKAY SHIELDS LLC$1M

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
MORGAN STANLEY added2,854,737$29M16.8%2026-Q1
GUGGENHEIM CAPITAL LLC added1,332,934$14M7.9%2026-Q1
Hennion & Walsh Asset Management, Inc. added726,559$7M4.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed610,605$6M3.6%2026-Q1
MACKAY SHIELDS LLC trimmed519,880$5M3.1%2026-Q1
ROBINSON CAPITAL MANAGEMENT, LLC added425,353$5M2.6%2026-Q1
HighTower Advisors, LLC added437,638$4M2.6%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed407,358$4M2.4%2026-Q1
Lido Advisors, LLC380,076$4M2.3%2026-Q1
North Ground Capital trimmed354,414$4M2.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed276,958$3M1.6%2026-Q1
PFG Investments, LLC added261,307$3M1.5%2026-Q1
ROYAL BANK OF CANADA trimmed246,312$3M1.5%2026-Q1
SIT INVESTMENT ASSOCIATES INC245,974$3M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added199,638$2M1.2%2026-Q1
UBS Group AG trimmed186,026$2M1.1%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC added138,453$1M0.8%2026-Q1
DEUTSCHE BANK AG\ trimmed135,516$1M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed118,700$1M0.7%2026-Q1
Alpine Global Management, LLC trimmed118,173$1M0.7%2026-Q1
Indivisible Partners added113,221$1M0.7%2026-Q1
STIFEL FINANCIAL CORP added112,308$1M0.7%2026-Q1
Avestar Capital, LLC added105,768$1M0.6%2026-Q1
Cetera Investment Advisers added103,353$1M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added79,456$811K0.5%2026-Q1
WEDBUSH SECURITIES INC added72,041$736K0.4%2026-Q1
NewEdge Wealth, LLC added71,251$727K0.4%2026-Q1
LPL Financial LLC trimmed68,109$695K0.4%2026-Q1
RMR Wealth Builders added65,689$675K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added64,893$663K0.4%2026-Q1
Realta Investment Advisors53,359$545K0.3%2026-Q1
ASHTON THOMAS SECURITIES, LLC49,300$503K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added48,639$497K0.3%2026-Q1
CHOREO, LLC added45,445$467K0.3%2026-Q1
OPPENHEIMER & CO INC added42,502$434K0.3%2026-Q1
Janney Montgomery Scott LLC added40,398$412K0.2%2026-Q1
OSAIC HOLDINGS, INC. added39,799$406K0.2%2026-Q1
Mariner, LLC added39,662$403K0.2%2026-Q1
AMERIPRISE FINANCIAL INC added34,767$355K0.2%2026-Q1
Herold Advisors, Inc. added32,379$331K0.2%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC32,349$330K0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed31,463$321K0.2%2026-Q1
Leisure Capital Management30,153$308K0.2%2026-Q1
Stockman Wealth Management, Inc.30,000$306K0.2%2026-Q1
Rockefeller Capital Management L.P. added27,392$280K0.2%2026-Q1
STALEY CAPITAL ADVISERS INC26,000$265K0.2%2026-Q1
Closed-End Fund Advisors, Inc.25,352$259K0.1%2026-Q1
Ascent Wealth Partners, LLC25,247$258K0.1%2026-Q1
Opal Wealth Advisors, LLC23,780$243K0.1%2026-Q1
BCS Private Wealth Management, Inc. trimmed23,300$240K0.1%2026-Q1
Mathes Company, Inc.23,000$235K0.1%2026-Q1
Breakwater Capital Group added22,607$231K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed20,937$214K0.1%2026-Q1
Evanson Asset Management, LLC added19,974$204K0.1%2026-Q1
ACCREDITED INVESTOR SERVICES, LLC added19,710$201K0.1%2026-Q1
Williams Jones Wealth Management, LLC. trimmed19,500$199K0.1%2026-Q1
MELFA WEALTH MANAGEMENT, INC.18,625$190K0.1%2026-Q1
&PARTNERS added18,156$185K0.1%2026-Q1
Clear Creek Financial Management, LLC17,800$182K0.1%2026-Q1
GenWealth Group, Inc. new17,565$179K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added16,690$170K0.1%2026-Q1
Creative Planning added16,639$170K0.1%2026-Q1
Mountain Hill Investment Partners Corp.16,594$169K0.1%2026-Q1
Merit Financial Group, LLC added15,379$157K0.1%2026-Q1
Moors & Cabot, Inc.14,900$152K0.1%2026-Q1
MAI Capital Management added14,900$152K0.1%2026-Q1
PARK AVENUE SECURITIES LLC new14,144$144K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed13,700$140K0.1%2026-Q1
PINNACLE ASSOCIATES LTD trimmed13,630$139K0.1%2026-Q1
Spire Wealth Management12,329$126K0.1%2026-Q1
Kercheville Advisors, LLC added12,316$126K0.1%2026-Q1
Mill Creek Capital Advisors, LLC12,123$124K0.1%2026-Q1
Occidental Asset Management, LLC new11,725$120K0.1%2026-Q1
Karpus Management, Inc. trimmed3,536,744$36M20.6%2025-Q4 stale
Fiera Capital Corp added460,804$5M2.7%2025-Q4 stale
OGOREK ANTHONY JOSEPH /NY/ /ADV new171,806$2M1.0%2025-Q4 stale
Allspring Global Investments Holdings, LLC146,886$2M0.9%2025-Q1 stale
JPMORGAN CHASE & CO trimmed118,039$1M0.7%2025-Q2 stale
Dakota Wealth Management trimmed100,813$1M0.6%2025-Q4 stale
Lionshead Wealth Management, LLC trimmed77,601$805K0.5%2025-Q1 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added57,414$579K0.3%2025-Q4 stale
David J Yvars Group added37,086$378K0.2%2025-Q3 stale
BANK OF MONTREAL /CAN/ added35,322$358K0.2%2025-Q4 stale
BALYASNY ASSET MANAGEMENT L.P. added34,251$349K0.2%2025-Q3 stale
Bank of New York Mellon Corp trimmed33,450$338K0.2%2025-Q4 stale
CITADEL ADVISORS LLC added27,060$273K0.2%2025-Q4 stale
Westchester Capital Management, LLC26,125$259K0.1%2025-Q2 stale
Logan Stone Capital, LLC trimmed22,063$223K0.1%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added18,765$186K0.1%2025-Q2 stale
Frisch Financial Group, Inc. added17,632$178K0.1%2025-Q4 stale
Traub Capital Management LLC trimmed17,297$175K0.1%2025-Q4 stale
COHEN & STEERS, INC.17,000$168K0.1%2025-Q2 stale
GoalVest Advisory LLC15,000$154K0.1%2025-Q1 stale
HRT FINANCIAL LP added15,020$151K0.1%2025-Q4 stale
Permanent Capital Management, LP new13,836$140K0.1%2025-Q4 stale
OPPENHEIMER ASSET MANAGEMENT INC. new12,619$130K0.1%2025-Q1 stale
Wellspring Financial Advisors, LLC trimmed12,375$123K0.1%2025-Q2 stale
Marex Group plc trimmed12,000$122K0.1%2025-Q3 stale
TIAA TRUST, NATIONAL ASSOCIATION12,016$121K0.1%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC new11,800$120K0.1%2025-Q3 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