NAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -1.6% ·
net new positions -7.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 110.52K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 81.71K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 72.63K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 41.27K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 35.91K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 33.26K | n/a | $983,350 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 29.57K | n/a | $874,237 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 11.23K | n/a | $333,643 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Blair William & Co/Il | 9.05K | n/a | $267,727 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 8.19K | n/a | $242,119 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 8.10K | n/a | $239,369 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 153 | n/a | $4,524 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 100 | 0.0% | $2,957 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $213,221 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 2.01M shares, $57.92M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.