Who Owns NXG NEXTGEN INFRASTR INCM FD (NXG)? -- Institutional Holders (2026-06-30)
64 institutions reported holding $69.2M of NXG NEXTGEN INFRASTR INCM FD (NXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($12.0M), JANE STREET GROUP, LLC ($6.2M), FIFTH THIRD BANCORP ($6.0M), Janney Montgomery Scott LLC ($4.5M), GUGGENHEIM CAPITAL LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $12.0M | 185,184 | Added |
| 2 | JANE STREET GROUP, LLC | $6.2M | 96,454 | Added |
| 3 | FIFTH THIRD BANCORP | $6.0M | 92,223 | Hold |
| 4 | Janney Montgomery Scott LLC | $4.5M | 70,092 | Added |
| 5 | GUGGENHEIM CAPITAL LLC | $3.8M | 58,985 | Added |
| 6 | CoreCap Advisors, LLC | $3.8M | 58,510 | Added |
| 7 | Thomas J. Herzfeld Advisors, Inc. | $3.4M | 53,297 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.9M | 44,637 | Added |
| 9 | J.W. COLE ADVISORS, INC. | $2.2M | 33,428 | New |
| 10 | STIFEL FINANCIAL CORP | $2.2M | 33,372 | Added |
| 11 | Baird Financial Group, Inc. | $1.9M | 30,075 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $1.8M | 27,991 | Added |
| 13 | XTX Topco Ltd | $1.6M | 24,101 | New |
| 14 | LPL Financial LLC | $1.5M | 23,133 | Added |
| 15 | UBS Group AG | $1.3M | 20,190 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.2M | 18,507 | New |
| 17 | Royal Bank of Canada | $1.1M | 16,299 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $851,100 | 13,153 | Added |
| 19 | Integrated Wealth Concepts LLC | $842,556 | 13,020 | Added |
| 20 | Ausdal Financial Partners, Inc. | $818,931 | 12,655 | Added |
| 21 | IMC-Chicago, LLC | $627,493 | 9,697 | New |
| 22 | Invesco Ltd. | $618,433 | 9,557 | Trimmed |
| 23 | Stratos Wealth Advisors, LLC | $575,854 | 8,899 | Added |
| 24 | Private Advisor Group, LLC | $563,283 | 8,705 | Added |
| 25 | Noble Wealth Management PBC | $561,683 | 8,680 | New |
Source: SEC Form 13F filings · as of 2026-06-30