Security record · archived quarter
NBXG
name pending profile ingest
28Tracked holders
-4Δ holders
15.00MShares held
$193.17MReported value
+2New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +7.4% ·
net new positions -14.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 349.90K | $5.54M | n/a | n/a |
| Q2 2026 | 29 | +2 | 14.60M | $241.41M | +5 | −3 |
| Q1 2026 | 28 | -4 | 15.00M | $193.17M | +2 | −6 |
| Q4 2025 | 32 | 0 | 13.97M | $201.91M | n/a | n/a |
| Q3 2025 | 4 | 0 | 5.90M | $90.74M | n/a | n/a |
| Q2 2025 | 2 | +1 | 179.14K | $2.62M | +1 | n/a |
| Q1 2025 | 1 | 0 | 33.46K | $409,885 | n/a | n/a |
| Q4 2024 | 1 | 0 | 39.37K | $501,510 | n/a | n/a |
| Q3 2024 | 1 | 0 | 20.12K | $258,152 | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.12K | $259,749 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.51M | +19.8% | $96.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Lazard Asset Management Llc | 2.17M | -0.6% | $27.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.19M | +2.3% | $15.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 928.77K | +0.1% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 882.77K | -1.9% | $11.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Capstone Investment Advisors, Llc | 488.68K | +2.3% | $6.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 486.81K | -2.3% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Wealth Enhancement Advisory… | 265.48K | -35.6% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Allspring Global Investments… | 230.88K | +12.5% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 170.32K | +13.9% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 144.38K | -1.1% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 101.22K | +10.9% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 90.77K | 0.0% | $1.17M | 0.0% | Held | 4 | SEC ↗ |
| 14 | LPL Financial LLC | 80.29K | +2.2% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Tidal Investments LLC | 52.85K | +142.6% | $680,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 47.05K | 0.0% | $605,469 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 17 | Invesco Ltd. | 40.05K | -1.6% | $515,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 26.11K | -15.8% | $336,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Creative Planning | 23.81K | +114.1% | $306,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 23.09K | +3.6% | $297,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 13.80K | -38.9% | $177,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 12.20K | +0.5% | $156,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 10.29K | 0.0% | $132,493 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 10.22K | +0.5% | $131,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.89K | New | $62,881 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 4.63K | +8.5% | $59,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 518 | New | $6,663 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 0 | -100.0% | $6 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $62,881 | 0.0% |
| BlackRock | $6,663 | 0.0% |
Exited
| Jane Street Group, Llc | $881,403 | was 0.0% |
| Bank of New York Mellon Corp | $535,439 | was 0.0% |
| Millennium Management | $276,454 | was 0.0% |
| Susquehanna International… | $248,137 | was 0.0% |
| UBS AM, a distinct business… | $14,556 | was 0.0% |
| Northwestern Mutual Wealth… | $2,700 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 32.24M shares, $405.35M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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