Who owns NYAX
Which tracked institutional funds hold NYAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NYAX 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.
How the tape is positioned
The tracked-fund tape on NYAX is one-sided between 2025-Q4 and 2026-Q1: 20 added or opened and 6 trimmed or exited — on balance accumulating.
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
NYAX’s largest tracked holder by dollar value, Y.D. More Investments Ltd, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NYAX 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 55 tracked filers holding NYAX, 23 increased or opened the position and 25 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 NYAX 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$23M
- VANGUARD FIDUCIARY TRUST CO$7M
- WELLS FARGO & COMPANY/MN$6M
- MARSHALL WACE, LLP$779K
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$746K
- VANGUARD ASSET MANAGEMENT, Ltd$726K
Full exits 4
- VANGUARD GROUP INC$28M
- Ibex Investors LLC$21M
- MENORA MIVTACHIM HOLDINGS LTD.$16M
- GOLDMAN SACHS GROUP INC$14M
Largest adds
- AltraVue Capital, LLC$19M
- Y.D. More Investments Ltd$6M
- JPMORGAN CHASE & CO$6M
- FRANKLIN RESOURCES INC$5M
- Assenagon Asset Management S.A.$5M
- Legato Capital Management LLC$2M
Largest trims
- Clal Insurance Enterprises Holdings Ltd$12M
- UBS Group AG$3M
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 |
|---|---|---|---|---|
| Y.D. More Investments Ltd added | 865,171 | $48M | 12.9% | 2026-Q1 |
| Capital World Investors trimmed | 715,793 | $40M | 10.8% | 2026-Q1 |
| AltraVue Capital, LLC added | 549,574 | $31M | 8.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 410,361 | $23M | 6.2% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 384,524 | $22M | 5.8% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. | 380,000 | $21M | 5.7% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. | 300,000 | $17M | 4.5% | 2026-Q1 |
| Swedbank AB trimmed | 285,000 | $16M | 4.3% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 271,071 | $15M | 4.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 178,102 | $10M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 142,403 | $8M | 2.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 126,684 | $7M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 1,000 | $6M | 1.5% | 2026-Q1 |
| Legato Capital Management LLC added | 56,567 | $3M | 0.8% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 51,089 | $3M | 0.8% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 38,201 | $2M | 0.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 37,817 | $2M | 0.6% | 2026-Q1 |
| ARK Investment Management LLC trimmed | 37,598 | $2M | 0.6% | 2026-Q1 |
| Altshuler Shaham Ltd added | 36,220 | $2M | 0.5% | 2026-Q1 |
| Swiss National Bank | 28,986 | $2M | 0.4% | 2026-Q1 |
| SPX Gestao de Recursos Ltda trimmed | 20,524 | $1M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 15,786 | $884K | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 13,893 | $779K | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 13,311 | $746K | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 13,263 | $743K | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 12,875 | $726K | 0.2% | 2026-Q1 |
| Verdence Capital Advisors LLC | 10,968 | $614K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 9,621 | $539K | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,467 | $531K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,270 | $519K | 0.1% | 2026-Q1 |
| Savant Capital, LLC | 8,064 | $452K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 7,981 | $447K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 7,248 | $406K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 4,467 | $250K | 0.1% | 2026-Q1 |
| Ascent Group, LLC trimmed | 3,922 | $220K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 3,851 | $216K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,481 | $196K | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 3,333 | $188K | 0.1% | 2026-Q1 |
| Catalyst Capital Advisors LLC trimmed | 3,290 | $184K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 1,318 | $71K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,172 | $66K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 453 | $25K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 420 | $24K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 190 | $11K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 166 | $10K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 146 | $8K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 112 | $6K | 0.0% | 2026-Q1 |
| BARCLAYS PLC | 41 | $2K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 36 | $2K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 29 | $2K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC | 18 | $1K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. | 15 | $840 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 10 | $560 | 0.0% | 2026-Q1 |
| CWM, LLC new | 6 | $336 | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 4 | — | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 548,976 | $28M | 7.4% | 2025-Q4 stale |
| Ibex Investors LLC | 416,384 | $21M | 5.6% | 2025-Q4 stale |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 312,182 | $16M | 4.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 285,237 | $14M | 3.9% | 2025-Q4 stale |
| BOSUN ASSET MANAGEMENT, LLC added | 12,634 | $635K | 0.2% | 2025-Q2 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 9,039 | $454K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 8,631 | $437K | 0.1% | 2025-Q4 stale |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 9,124 | $434K | 0.1% | 2025-Q3 stale |
| ALLIANCEBERNSTEIN L.P. | 2,685 | $433K | 0.1% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO trimmed | 8,235 | $414K | 0.1% | 2025-Q2 stale |
| INGALLS & SNYDER LLC | 8,000 | $405K | 0.1% | 2025-Q4 stale |
| Tidal Investments LLC new | 6,609 | $315K | 0.1% | 2025-Q3 stale |
| Amundi new | 5,965 | $302K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 5,838 | $278K | 0.1% | 2025-Q3 stale |
| Numerai GP LLC new | 5,174 | $260K | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 6,592 | $223K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 4,682 | $223K | 0.1% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC new | 6,067 | $205K | 0.1% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) added | 198 | $10K | 0.0% | 2025-Q2 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 206 | $7K | 0.0% | 2025-Q1 stale |
| Dogwood Wealth Management LLC | 93 | $4K | 0.0% | 2025-Q3 stale |
| ORG Partners LLC | 60 | $3K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 52 | $3K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.