Institutional Holders (2026 Q2)
253 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NVG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Artesa Financial Group, LLC | 11.41% | 1,043,497 | $13.4M |
| 2 | Congress Park Capital LLC | 2.07% | 598,000 | $7.7M |
| 3 | Left Brain Wealth Management, LLC | 1.60% | 413,881 | $5.3M |
| 4 | Gould Capital, LLC | 1.44% | 202,429 | $2.6M |
| 5 | Melfa Wealth Management, INC. | 1.26% | 182,401 | $2.3M |
| 6 | Palogic Value Management, L.P. | 1.23% | 291,032 | $3.7M |
| 7 | Worthington Financial Partners, LLC | 1.03% | 97,670 | $1.3M |
| 8 | Smith Asset Management Co., LLC | 0.87% | 86,848 | $1.1M |
| 9 | Hennion & Walsh Asset Management, Inc. | 0.81% | 2,210,546 | $28.3M |
| 10 | McGowan Group Asset Management, Inc. | 0.77% | 494,104 | $6.3M |
| 11 | Cornerstone Advisory, LLC | 0.66% | 619,791 | $7.9M |
| 12 | Kennedy Investment Group, INC. | 0.65% | 150,182 | $1.9M |
| 13 | Whipplewood Advisors, LLC | 0.65% | 75,042 | $961K |
| 14 | Melone Private Wealth, LLC | 0.62% | 126,739 | $1.6M |
| 15 | LaSalle St. Investment Advisors, LLC | 0.58% | 367,589 | $4.7M |
| 16 | FSA Advisors, Inc. | 0.53% | 90,453 | $1.2M |
| 17 | Broyhill Asset Management, LLC | 0.53% | 46,362 | $593K |
| 18 | Wealth Advisors of Tampa Bay, LLC | 0.42% | 108,375 | $1.4M |
| 19 | Closed-End Fund Advisors, Inc. | 0.34% | 27,043 | $346K |
| 20 | Silverlake Wealth Management LLC | 0.31% | 128,129 | $1.6M |
| 21 | Ramsey Quantitative Systems | 0.31% | 27,000 | $346K |
| 22 | Guggenheim Capital LLC | 0.25% | 3,124,143 | $40.0M |
| 23 | InTrack Investment Management Inc | 0.23% | 36,853 | $472K |
| 24 | Kercheville Advisors, LLC | 0.23% | 59,123 | $757K |
| 25 | Chapin Davis, INC. | 0.22% | 96,926 | $1.2M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|