Institutional Holders (2026 Q1)
0 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NGENF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 0.09% | 77,698 | $293K |
| 2 | PFG Investments, LLC | 0.04% | 201,000 | $758K |
| 3 | Almanack Investment Partners, LLC. | 0.01% | 20,925 | $79K |
| 4 | Aventura Private Wealth, LLC | 0.01% | 6,880 | $26K |
| 5 | Patriot Financial Group Insurance Agency, LLC | 0.01% | 37,000 | $139K |
| 6 | McKinley Carter Wealth Services, Inc. | 0.01% | 30,892 | $116K |
| 7 | D'Orazio & Associates, Inc. | 0.00% | 10,000 | $38K |
| 8 | SPROTT INC. | 0.00% | 25,000 | $94K |
| 9 | Busey Bank | 0.00% | 25,000 | $94K |
| 10 | Ashton Thomas Private Wealth, LLC | 0.00% | 10,700 | $40K |
| 11 | FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 10,200 | $38K |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 33,350 | $126K |
| 13 | Steward Partners Investment Advisory, LLC | 0.00% | 4,103 | $15K |
| 14 | UBS Group AG | 0.00% | 61,517 | $232K |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 20,000 | $75K |
| 16 | LPL Financial LLC | 0.00% | 13,400 | $51K |
| 17 | Caitong International Asset Management Co., Ltd | 0.00% | 1 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|