88 tracked 13F filers disclose a position in NBXG as of the latest SEC 13F filings, a combined $316.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $96.6M | 7.5M | ▲+20% Added · +1.2M sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $39.5M | 3.1M | ▼−0.2% Reduced · −7K sh | Q1 2026 | |
| 3 | LAZARD ASSET MANAGEMENT LLC | $27.9M | 2.2M | ▼−0.6% Reduced · −14K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $15.4M | 1.2M | ▲+2.3% Added · +27K sh | Q1 2026 | |
| 5 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $19.7M | 1.2M | ▲+15% Added · +152K sh | Q2 2026 | |
| 6 | Atlas Wealth LLC | $18.2M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 7 | UBS Group AG | $12.0M | 929K | ▲+0.1% Added · +573 sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $11.4M | 883K | ▼−1.9% Reduced · −17K sh | Q1 2026 | |
| 9 | Z3 Capital Partners, LLC | $12.0M | 727K | ▲+3.2% Added · +23K sh | Q2 2026 | |
| 10 | CAPSTONE INVESTMENT ADVISORS, LLC | $6.3M | 489K | ▲+2.3% Added · +11K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $6.3M | 487K | ▼−2.3% Reduced · −11K sh | Q1 2026 | |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $7.2M | 434K | ▲+11% Added · +42K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 314K | ▲+18% Added · +48K sh | Q2 2026 | |
| 14 | Allspring Global Investments Holdings, LLC | $3.0M | 231K | ▲+12% Added · +26K sh | Q1 2026 | |
| 15 | Quantedge Capital Pte Ltd | $3.0M | 183K | ▼−5.7% Reduced · −11K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $2.2M | 170K | ▲+14% Added · +21K sh | Q1 2026 | |
| 17 | Advisors Asset Management, Inc. | $2.1M | 163K | ▼−6.4% Reduced · −11K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $1.9M | 144K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 19 | Cornerstone Wealth Management, LLC | $2.3M | 141K | ▲+3.3% Added · +5K sh | Q2 2026 | |
| 20 | Beverly Hills Private Wealth, LLC | $2.0M | 119K | —Held | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $1.5M | 117K | ▲+94% Added · +57K sh | Q1 2026 | |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $1.4M | 112K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $1.3M | 101K | ▲+11% Added · +10K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $1.2M | 91K | —Held | Q1 2026 | |
| 25 | LPL Financial LLC | $1.0M | 80K | ▲+2.2% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in NBXG and 15 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 33 funds | $6.8B |
| NVIDIA CORPNVDA | 32 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 32 funds | $4.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $1.8B |
| APPLE INCAAPL | 31 funds | $8.4B |
| TESLA INCTSLA | 31 funds | $2.6B |
| ELI LILLY & COLLY | 31 funds | $1.8B |
| ABBVIE INCABBV | 31 funds | $602.6M |
| CISCO SYSTEMS INCCSCO | 31 funds | $482.5M |
| AMAZON.COM INCAMZN | 30 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 30 funds | $2.1B |
Ranked by how many of NBXG's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for NBXG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NBXG/capital-change-brief"
Use Arkolith's capital_change_brief for NBXG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NBXG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.