Institutional Holders (2026 Q1)
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 | 13.09% | 1,114,100 | $13.7M |
| 2 | Congress Park Capital LLC | 2.21% | 583,000 | $7.2M |
| 3 | Left Brain Wealth Management, LLC | 2.21% | 455,461 | $5.6M |
| 4 | North Ground Capital | 1.68% | 113,390 | $1.4M |
| 5 | Palogic Value Management, L.P. | 1.48% | 283,732 | $3.5M |
| 6 | Gould Capital, LLC | 1.42% | 190,833 | $2.4M |
| 7 | Melfa Wealth Management, INC. | 1.29% | 182,448 | $2.2M |
| 8 | Gridiron Partners, LLC | 1.25% | 166,284 | $2.1M |
| 9 | Worthington Financial Partners, LLC | 1.04% | 97,753 | $1.2M |
| 10 | Smith Asset Management Co., LLC | 0.93% | 87,725 | $1.1M |
| 11 | Hennion & Walsh Asset Management, Inc. | 0.80% | 1,918,023 | $23.6M |
| 12 | McGowan Group Asset Management, Inc. | 0.77% | 492,124 | $6.1M |
| 13 | Kennedy Investment Group, INC. | 0.77% | 159,518 | $2.0M |
| 14 | FSA Advisors, Inc. | 0.75% | 92,714 | $1.1M |
| 15 | Cornerstone Advisory, LLC | 0.74% | 636,473 | $7.8M |
| 16 | LaSalle St. Investment Advisors, LLC | 0.64% | 368,573 | $4.5M |
| 17 | Broyhill Asset Management, LLC | 0.53% | 46,362 | $572K |
| 18 | Melone Private Wealth, LLC | 0.50% | 100,164 | $1.2M |
| 19 | Whipplewood Advisors, LLC | 0.47% | 72,954 | $900K |
| 20 | Wealth Advisors of Tampa Bay, LLC | 0.45% | 109,152 | $1.3M |
| 21 | Closed-End Fund Advisors, Inc. | 0.34% | 27,043 | $333K |
| 22 | Silverlake Wealth Management LLC | 0.32% | 122,454 | $1.5M |
| 23 | Guggenheim Capital LLC | 0.28% | 2,961,500 | $36.5M |
| 24 | Kercheville Advisors, LLC | 0.26% | 66,600 | $821K |
| 25 | InTrack Investment Management Inc | 0.26% | 36,672 | $452K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|