Among active 13F managers last quarter, 14 opened and 21 added, while 11 reduced; the largest holder to move was SB Investment Advisers (UK) Ltd (−16%). Over the last 180 days, 2 insiders sold and 3 insiders bought, a net -$414K in open-market trades.
The legs disagree, or only one of them leans.
148 tracked 13F filers disclose a position in NRGV as of the latest SEC 13F filings, a combined $275.9M 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 | SB Investment Advisers (UK) Ltd | 15.5M | $51.3M | ▼−16% Reduced · −3.0M sh | Q1 2026 | |
| 2 | Scoggin Management LP | 5.5M | $18.1M | ▲+8.4% Added · +425K sh | Q1 2026 | |
| 3 | Marshall Wace, LLP | 5.5M | $18.1M | ▲+72% Added · +2.3M sh | Q1 2026 | |
| 4 | State Street Corp | 5.3M | $24.8M | ▼−9.4% Reduced · −545K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 5.2M | $17.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | SailingStone Capital Partners LLC | 4.5M | $21.0M | ▲+0.5% Added · +24K sh | Q2 2026 | |
| 7 | Legal & General Group Plc | 4.1M | $13.6M | ▲+3.9% Added · +155K sh | Q1 2026 | |
| 8 | UBS Group AG | 3.3M | $10.8M | ▲+111% Added · +1.7M sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 3.2M | $15.2M | ▲+156% Added · +2.0M sh | Q2 2026 | |
| 10 | Mirae Asset Global Etfs Holdings Ltd. | 2.8M | $9.1M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | 2.2M | $7.1M | ▲+36% Added · +574K sh | Q1 2026 | |
| 12 | Millennium Management LLC | 2.1M | $6.8M | ▲+258% Added · +1.5M sh | Q1 2026 | |
| 13 | Beartown Capital Management, LLC | 1.4M | $6.6M | —Held | Q2 2026 | |
| 14 | Morgan Stanley | 1.2M | $3.9M | ▲+146% Added · +710K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 868K | $2.9M | ▼−23% Reduced · −255K sh | Q1 2026 | |
| 16 | Citigroup Inc | 761K | $2.5M | ▲28× Added · +734K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 714K | $2.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 18 | Tidal Investments LLC | 689K | $3.2M | ▲+106% Added · +354K sh | Q2 2026 | |
| 19 | Charles Schwab Investment Management Inc | 674K | $2.2M | ▲+0.7% Added · +5K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 666K | $2.2M | ▲+350% Added · +518K sh | Q1 2026 | |
| 21 | Cresset Asset Management, LLC | 630K | $3.0M | ▲+16% Added · +89K sh | Q2 2026 | |
| 22 | Squarepoint Ops LLC | 625K | $2.1M | ▲+122% Added · +344K sh | Q1 2026 | |
| 23 | Two Sigma Investments, LP | 606K | $2.0M | ▲+31% Added · +144K sh | Q1 2026 | |
| 24 | Royal Bank Of Canada | 464K | $1.5M | ▲3k× Added · +463K sh | Q1 2026 | |
| 25 | Barclays PLC | 400K | $1.3M | ▲+112% Added · +211K 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, 14 funds opened a new position in NRGV and 21 added to an existing one, while 11 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 |
|---|---|---|
| Nvidia CorpNVDA | 72 funds | $129.7B |
| Microsoft CorpMSFT | 71 funds | $85.8B |
| Alphabet Inc-CL AGOOGL | 71 funds | $53.2B |
| Amazon.com IncAMZN | 70 funds | $69.4B |
| Apple IncAAPL | 69 funds | $97.6B |
| Broadcom IncAVGO | 69 funds | $49.1B |
| Advanced Micro DevicesAMD | 69 funds | $15.3B |
| JPMorgan Chase & CoJPM | 68 funds | $23.4B |
| Micron Technology IncMU | 68 funds | $17.9B |
| Bank Of America CorpBAC | 68 funds | $12.9B |
| Eli Lilly & CoLLY | 67 funds | $29.4B |
| Visa Inc-Class A SharesV | 67 funds | $19.3B |
Ranked by how many of NRGV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NRGV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Unwin Stephanie | Director | Sell (S) | 115K | $427K |
| Aug 17, 2026 | Hixon Dylan | Director | Buy (P) | 27K | $107K |
| Aug 14, 2026 | Hixon Dylan | Director | Buy (P) 3 lots, same day | 86K | $320K |
| Jul 6, 2026 | Beer Michael Thomas | Chief Financial Officer | Sell (S) | 65K | $265K |
| Apr 6, 2026 | Beer Michael Thomas | Chief Financial Officer | Sell (S) | 65K | $207K |
| Mar 31, 2026 | Piconi Robert | Chief Executive Officer, Director, 10% Owner | Buy (P) | 13K | $40K |
| Mar 25, 2026 | Mandanas Mary Beth | Director | Buy (P) | 5K | $18K |
| Mar 4, 2026 | Ertel Thomas R | Director | Buy (P) | 5K | $18K |
| Mar 2, 2026 | Ladwa Akshay | Chief Operations Officer | Buy (P) | 4K | $12K |
| Feb 27, 2026 | Paulson Larry | Director | Buy (P) | 5K | $16K |
| Feb 26, 2026 | Piconi Robert | Chief Executive Officer, Director, 10% Owner | Buy (P) | 8K | $24K |
| Jan 15, 2026 | Sb Investment Advisers (Uk) Ltd | 10% Owner | Sell (S) | 3.0M | $16.9M |
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 | 43 | 23 | – |
Insiders Form 4 open-market | 3 | 2 | -$414K |
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 NRGV
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/NRGV/capital-change-brief"
Use Arkolith's capital_change_brief for NRGV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for NRGV. Filings are public domain, sourced to SEC EDGAR.