Security record · archived quarter
NIU
name pending profile ingest
29Tracked holders
-9Δ holders
5.48MShares held
$15.84MReported value
+3New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -23.7% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 4.67M | $9.40M | +4 | −3 |
| Q1 2026 | 29 | -9 | 5.48M | $15.84M | +3 | −12 |
| Q4 2025 | 38 | 0 | 8.47M | $25.68M | +2 | −2 |
| Q3 2025 | 10 | +1 | 5.49M | $25.74M | +2 | −1 |
| Q2 2025 | 6 | -1 | 4.12M | $13.83M | — | −1 |
| Q1 2025 | 7 | +1 | 1.36M | $5.56M | +1 | — |
| Q4 2024 | 6 | 0 | 696.40K | $1.25M | +1 | −1 |
| Q3 2024 | 5 | 0 | 624.17K | $1.44M | +2 | −2 |
| Q2 2024 | 5 | — | 729.32K | $1.27M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2.28M | -37.5% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.32M | -9.8% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 409.96K | -7.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 409.96K | -7.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 409.96K | -7.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 320.00K | -41.2% | $924,800 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Healthcare Of Ontario Pension Plan… | 201.70K | -26.3% | $582,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 195.04K | -53.2% | $563,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 152.86K | +23.5% | $441,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 152.86K | +23.5% | $441,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 152.86K | +23.5% | $441,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 137.49K | +2.2% | $397,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 115.58K | -5.2% | $334,038 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Millennium Management ✦ | 76.77K | -68.5% | $221,862 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 63.17K | New | $182,561 | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 56.83K | -68.1% | $164,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 34.44K | -23.1% | $99,520 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 24 | Barclays Plc | 33.24K | -43.5% | $96,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Connor, Clark & Lunn Investment… | 20.96K | +16.1% | $60,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 18.02K | -64.6% | $52,084 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Simplex Trading, Llc | 12.72K | +6.5% | $36,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 12.51K | 0.0% | $34,274 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Nomura Asset Management… | 10.74K | 0.0% | $31,000 | 0.0% | Held | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 2.80K | 0.0% | $8,092 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Rhumbline Advisers | 1.37K | 0.0% | $3,949 | 0.0% | Held | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 1.20K | +9.1% | $3,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Group One Trading Llc | 1.16K | New | $3,338 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.00K | 0.0% | $2,890 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 600 | 0.0% | $1,734 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 112 | New | $324 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 37 | 0.0% | $101 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 10 | 0.0% | $29 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 150 | 0.0% | $0 | 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
| Citadel Advisors | $182,561 | 0.0% |
| Group One Trading Llc | $3,338 | 0.0% |
| Fidelity (FMR) | $324 | 0.0% |
Exited
| Assenagon Asset Management… | $547,485 | was 0.0% |
| JPMorgan Chase | $447,740 | was 0.0% |
| Nomura Holdings Inc | $433,290 | was 0.0% |
| Point72 Asset Management | $266,264 | was 0.0% |
| Two Sigma Investments | $170,286 | was 0.0% |
| Hrt Financial Lp | $64,000 | was 0.0% |
| Sei Investments Co | $41,635 | was 0.0% |
| Bank Of America Corp /De/ | $27,983 | was 0.0% |
| New York State Common… | $21,861 | was 0.0% |
| BlackRock | $30 | was 0.0% |
| Pnc Financial Services Group… | $21 | was 0.0% |
| Citigroup Inc | $12 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 6.83M shares, $52.06M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API