Who owns NEFFX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NEFFX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 20,943 shares of NEFFX worth $1.9M; the largest disclosed holder is Keystone Financial Group. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$1.9M
value, 2026 filers
20,943
shares disclosed
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NEFFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Keystone Financial Group | 13,569 | $1.2M | 0.1% | — | 0.0% |
| 2 | GREAT LAKES ADVISORS, LLC | 6,864 | $621,550 | 0.0% | — | 0.0% |
| 3 | Transce3nd, LLC | 261 | $22,924 | 0.2% | — | 0.0% |
| 4 | KELLEHER FINANCIAL ADVISORS | 249 | $22,546 | 0.0% | — | +100.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.