Novonix LTD (NVX)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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UBS Group AG

DECREASED

Shares1,241,580 from 1,552,904

Change-311,324 (-20%)

Value$571.1K (-$500.4K)

Filed 2026-08-13

Forest Avenue Capital Management LP

DECREASED

Shares1,189,771 from 1,199,398

Change-9,627 (-1%)

Value$547.3K (-$280.3K)

Filed 2026-08-14

Marshall Wace, LLP

DECREASED

Shares197,498 from 207,318

Change-9,820 (-5%)

Value$90.8K (-$52.2K)

Filed 2026-08-13

Jane Street Group, LLC

DECREASED

Shares125,682 from 204,522

Change-78,840 (-39%)

Value$52.2K (-$100.2K)

Filed 2026-08-14

Citadel Advisors LLC

DECREASED

Shares120,507 from 266,401

Change-145,894 (-55%)

Value$55.4K (-$128.4K)

Filed 2026-09-02

Bank of America Corp

INCREASED

Shares108,300 from 76,611

Change+31,689 (+41%)

Value$49.8K (-$3.0K)

Filed 2026-08-14

XTX Topco Ltd

DECREASED

Shares107,736 from 367,865

Change-260,129 (-71%)

Value$49.6K (-$204.3K)

Filed 2026-08-14

Morgan Stanley

DECREASED

Shares63,188 from 72,038

Change-8,850 (-12%)

Value$29.1K (-$20.6K)

Filed 2026-08-13

Virtu Financial LLC

NEW

Shares49,802

Change+49,802

Value$23.0K

Filed 2026-08-13

Vanguard Personalized Indexing Management, LLC

DECREASED

Shares42,327 from 109,097

Change-66,770 (-61%)

Value$19.5K (-$55.8K)

Filed 2026-08-11

Southeast Asset Advisors, LLC

UNCHANGED

Shares27,500 from 27,500

Change0 (0%)

Value$12.7K (-$6.3K)

Filed 2026-08-14

Geode Capital Management, LLC

NEW

Shares26,408

Change+26,408

Value$12.1K

Filed 2026-08-12

GK Wealth Management LLC

NEW

Shares25,375

Change+25,375

Value$11.7K

Filed 2026-07-07

Susquehanna International Group, LLP

DECREASED

Shares20,384 from 140,690

Change-120,306 (-86%)

Value$9.4K (-$87.7K)

Filed 2026-08-14

Mariner, LLC

DECREASED

Shares11,938 from 32,908

Change-20,970 (-64%)

Value$5.5K (-$17.2K)

Filed 2026-08-13

LPL Financial LLC

UNCHANGED

Shares11,620 from 11,620

Change0 (0%)

Value$5.3K (-$2.7K)

Filed 2026-08-07

Raymond James Financial Inc

UNCHANGED

Shares11,100 from 11,100

Change0 (0%)

Value$5.1K (-$2.6K)

Filed 2026-08-14

Equita Financial Network, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$4.6K (-$2.3K)

Filed 2026-07-29

Gamma Investing LLC

DECREASED

Shares5,451 from 14,841

Change-9,390 (-63%)

Value$2.5K (-$7.7K)

Filed 2026-07-07

Wells Fargo & Company

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$1.6K (-$805)

Filed 2026-08-14

Simplex Trading, LLC

INCREASED

Shares3,474 from 2,340

Change+1,134 (+48%)

Value$1.6K (-$16)

Filed 2026-08-12

Osaic Holdings, Inc.

DECREASED

Shares1,840 from 1,850

Change-10 (-1%)

Value$846 (-$430)

Filed 2026-08-14

Jones Financial Companies Lllp

UNCHANGED

Shares1,369 from 1,369

Change0 (0%)

Value$615 (-$316)

Filed 2026-08-14

Royal Bank of Canada

UNCHANGED

Shares730 from 730

Change0 (0%)

Value$0 (-$1.0K)

Filed 2026-08-14

Rhumbline Advisers

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$124 (-$62)

Filed 2026-08-12

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 (-$1)

Filed 2026-08-05

SmartHarvest Portfolios, LLC

CLOSED

Shares0 from 144,801

Change-144,801 (-100%)

Value$0 (-$99.9K)

Filed 2026-08-04

Independent Advisor Alliance

CLOSED

Shares0 from 110,888

Change-110,888 (-100%)

Value$0 (-$76.5K)

Filed 2026-08-12

Millennium Management LLC

CLOSED

Shares0 from 67,486

Change-67,486 (-100%)

Value$0 (-$46.6K)

Filed 2026-08-14

HRT Financial LP

CLOSED

Shares0 from 54,446

Change-54,446 (-100%)

Value$0 (-$37)

Filed 2026-08-14

HBK Sorce Advisory LLC

CLOSED

Shares0 from 24,015

Change-24,015 (-100%)

Value$0 (-$16.9K)

Filed 2026-08-06

Two Sigma Securities, LLC

CLOSED

Shares0 from 10,660

Change-10,660 (-100%)

Value$0 (-$7.4K)

Filed 2026-08-14

QRG Capital Management, Inc.

CLOSED

Shares0 from 10,308

Change-10,308 (-100%)

Value$0 (-$7.1K)

Filed 2026-09-23

BlackRock, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$690)

Filed 2026-08-07

Wealth Preservation Advisors, LLC

CLOSED

Shares0 from 509

Change-509 (-100%)

Value$0 (-$351)

Filed 2026-08-14

	Status
UBS Group AG	DECREASED	1,241,580	1,552,904	-311,324	-20%	$1.1M	$571.1K	-$500.4K	2026-08-13
Forest Avenue Capital Management LP	DECREASED	1,189,771	1,199,398	-9,627	-1%	$827.6K	$547.3K	-$280.3K	2026-08-14
Marshall Wace, LLP	DECREASED	197,498	207,318	-9,820	-5%	$143.1K	$90.8K	-$52.2K	2026-08-13
Jane Street Group, LLC	DECREASED	125,682	204,522	-78,840	-39%	$152.4K	$52.2K	-$100.2K	2026-08-14
Citadel Advisors LLC	DECREASED	120,507	266,401	-145,894	-55%	$183.8K	$55.4K	-$128.4K	2026-09-02
Bank of America Corp	INCREASED	108,300	76,611	+31,689	+41%	$52.9K	$49.8K	-$3.0K	2026-08-14
XTX Topco Ltd	DECREASED	107,736	367,865	-260,129	-71%	$253.8K	$49.6K	-$204.3K	2026-08-14
Morgan Stanley	DECREASED	63,188	72,038	-8,850	-12%	$49.7K	$29.1K	-$20.6K	2026-08-13
Virtu Financial LLC	NEW	49,802	—	+49,802	—	—	$23.0K	—	2026-08-13
Vanguard Personalized Indexing Management, LLC	DECREASED	42,327	109,097	-66,770	-61%	$75.3K	$19.5K	-$55.8K	2026-08-11
Southeast Asset Advisors, LLC	UNCHANGED	27,500	27,500	0	0%	$19.0K	$12.7K	-$6.3K	2026-08-14
Geode Capital Management, LLC	NEW	26,408	—	+26,408	—	—	$12.1K	—	2026-08-12
GK Wealth Management LLC	NEW	25,375	—	+25,375	—	—	$11.7K	—	2026-07-07
Susquehanna International Group, LLP	DECREASED	20,384	140,690	-120,306	-86%	$97.1K	$9.4K	-$87.7K	2026-08-14
Mariner, LLC	DECREASED	11,938	32,908	-20,970	-64%	$22.7K	$5.5K	-$17.2K	2026-08-13
LPL Financial LLC	UNCHANGED	11,620	11,620	0	0%	$8.0K	$5.3K	-$2.7K	2026-08-07
Raymond James Financial Inc	UNCHANGED	11,100	11,100	0	0%	$7.7K	$5.1K	-$2.6K	2026-08-14
Equita Financial Network, Inc.	UNCHANGED	10,000	10,000	0	0%	$6.9K	$4.6K	-$2.3K	2026-07-29
Gamma Investing LLC	DECREASED	5,451	14,841	-9,390	-63%	$10.2K	$2.5K	-$7.7K	2026-07-07
Wells Fargo & Company	UNCHANGED	3,500	3,500	0	0%	$2.4K	$1.6K	-$805	2026-08-14
Simplex Trading, LLC	INCREASED	3,474	2,340	+1,134	+48%	$1.6K	$1.6K	-$16	2026-08-12
Osaic Holdings, Inc.	DECREASED	1,840	1,850	-10	-1%	$1.3K	$846	-$430	2026-08-14
Jones Financial Companies Lllp	UNCHANGED	1,369	1,369	0	0%	$931	$615	-$316	2026-08-14
Royal Bank of Canada	UNCHANGED	730	730	0	0%	$1.0K	$0	-$1.0K	2026-08-14
Rhumbline Advisers	UNCHANGED	270	270	0	0%	$186	$124	-$62	2026-08-12
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$1	$0	-$1	2026-08-05
SmartHarvest Portfolios, LLC	CLOSED	0	144,801	-144,801	-100%	$99.9K	$0	-$99.9K	2026-08-04
Independent Advisor Alliance	CLOSED	0	110,888	-110,888	-100%	$76.5K	$0	-$76.5K	2026-08-12
Millennium Management LLC	CLOSED	0	67,486	-67,486	-100%	$46.6K	$0	-$46.6K	2026-08-14
HRT Financial LP	CLOSED	0	54,446	-54,446	-100%	$37	$0	-$37	2026-08-14
HBK Sorce Advisory LLC	CLOSED	0	24,015	-24,015	-100%	$16.9K	$0	-$16.9K	2026-08-06
Two Sigma Securities, LLC	CLOSED	0	10,660	-10,660	-100%	$7.4K	$0	-$7.4K	2026-08-14
QRG Capital Management, Inc.	CLOSED	0	10,308	-10,308	-100%	$7.1K	$0	-$7.1K	2026-09-23
BlackRock, Inc.	CLOSED	0	1,000	-1,000	-100%	$690	$0	-$690	2026-08-07
Wealth Preservation Advisors, LLC	CLOSED	0	509	-509	-100%	$351	$0	-$351	2026-08-14

Showing 35 of 35 institutions