Among active 13F managers last quarter, 13 opened and 20 added, while 20 reduced; the largest holder to move was Aegis Financial Corp (−0.4%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
141 tracked 13F filers disclose a position in NGS as of the latest SEC 13F filings, a combined $417.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 962K | $41.5M | ▲+22% Added · +172K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 844K | $31.8M | ▼−1.4% Reduced · −12K sh | Q1 2026 | |
| 3 | Aegis Financial Corp | 585K | $25.2M | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 513K | $22.1M | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 5 | Weber Capital Management LLC | 480K | $20.7M | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 6 | Two Sigma Investments, LP | 365K | $13.8M | ▲+501% Added · +304K sh | Q1 2026 | |
| 7 | First Eagle Investment Management, LLC | 348K | $15.0M | ▲+21% Added · +60K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 339K | $12.8M | ▲+22% Added · +61K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 338K | $12.7M | ▼−34% Reduced · −176K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 320K | $13.8M | ▲+12% Added · +35K sh | Q2 2026 | |
| 11 | State Street Corp | 303K | $13.1M | ▲+52% Added · +104K sh | Q2 2026 | |
| 12 | Pacific Ridge Capital Partners, LLC | 303K | $13.1M | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 13 | Morgan Stanley | 263K | $9.9M | ▲+51% Added · +88K sh | Q1 2026 | |
| 14 | Renaissance Technologies LLC | 238K | $9.0M | ▼−7.2% Reduced · −18K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 213K | $8.0M | ▲+114% Added · +113K sh | Q1 2026 | |
| 16 | Bridgeway Capital Management, LLC | 199K | $8.6M | ▼−6.8% Reduced · −14K sh | Q2 2026 | |
| 17 | AWM Investment Company, Inc. | 190K | $8.2M | ▼−12% Reduced · −25K sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 185K | $8.0M | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 19 | Qube Research & Technologies Ltd | 183K | $6.9M | ▲+74% Added · +78K sh | Q1 2026 | |
| 20 | Russell Investments Group, Ltd. | 180K | $6.8M | ▲+8.0% Added · +13K sh | Q1 2026 | |
| 21 | Phocas Financial Corp. | 154K | $6.7M | ▼−4.9% Reduced · −8K sh | Q2 2026 | |
| 22 | Cannell Capital LLC | 122K | $5.3M | ▼−36% Reduced · −69K sh | Q2 2026 | |
| 23 | Vanguard Portfolio Management LLC | 117K | $5.0M | ▲+48% Added · +38K sh | Q2 2026 | |
| 24 | Marshall Wace, LLP | 114K | $4.3M | ▲New +114K sh | Q1 2026 | |
| 25 | Prudential Financial Inc | 110K | $4.2M | ▲+208% Added · +74K 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, 13 funds opened a new position in NGS and 20 added to an existing one, while 20 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 76 funds | $135.7B |
| Nvidia CorpNVDA | 75 funds | $216.9B |
| JPMorgan Chase & CoJPM | 74 funds | $36.5B |
| Amazon.com IncAMZN | 73 funds | $106.0B |
| Alphabet Inc-CL AGOOGL | 71 funds | $100.6B |
| Eli Lilly & CoLLY | 71 funds | $44.6B |
| Costco Wholesale CorpCOST | 71 funds | $19.3B |
| Broadcom IncAVGO | 70 funds | $92.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 70 funds | $19.6B |
| Apple IncAAPL | 69 funds | $158.1B |
| Alphabet Inc-CL CGOOG | 69 funds | $70.9B |
| Meta Platforms Inc-Class AMETA | 68 funds | $56.3B |
Ranked by how many of NGS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NGS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 6, 2026 | Taylor Stephen Charles | Director | Sell (S) | 30K | $1.1M |
| Mar 5, 2026 | Taylor Stephen Charles | Director | Sell (S) | 70K | $2.6M |
| Dec 11, 2025 | Taylor Stephen Charles | Director | Sell (S) | 10K | $335K |
| Dec 10, 2025 | Taylor Stephen Charles | Director | Sell (S) | 10K | $332K |
| Dec 8, 2025 | Holley Jean K | Director | Buy (P) 2 lots, same day | 3K | $100K |
| Dec 4, 2025 | Taylor Stephen Charles | Director | Sell (S) | 20K | $642K |
| Nov 20, 2025 | Taylor Stephen Charles | Director | Sell (S) | 10K | $314K |
| Nov 19, 2025 | Taylor Stephen Charles | Director | Sell (S) | 10K | $303K |
| Nov 17, 2025 | Taylor Stephen Charles | Director | Sell (S) | 10K | $310K |
| Nov 10, 2025 | Taylor Stephen Charles | Director | Sell (S) 2 lots, same day | 19K | $558K |
| Nov 7, 2025 | Taylor Stephen Charles | Director | Sell (S) 2 lots, same day | 11K | $324K |
| Nov 6, 2025 | Taylor Stephen Charles | Director | Sell (S) | 100 | $3K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 51 | 29 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for NGS
This stock 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/NGS/capital-change-brief"
Use Arkolith's capital_change_brief for NGS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NGS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.