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Security record

NUAG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
9Tracked holders
-2Δ holders
1.30MShares held
$27.24MReported value
+1New positions
−3Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -18.2% · share flow +19.6% · net new positions -20.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 9 -2 1.30M $27.24M +1 −3
Q1 2026 11 -1 1.08M $22.76M +1 −2
Q4 2025 12 +1 1.12M $23.80M +1
Q3 2025 3 0 295.98K $6.31M
Q2 2025 1 +1 34.08K $716,427 +1
Q4 2024 1 0 48.66K $1.00M
Q3 2024 1 +1 15.71K $338,979 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 465.18K +1.4% $9.78M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 465.18K +1.4% $9.78M 0.0% ▲ Add 3 SEC ↗
3 LPL Financial LLC 331.21K +70.0% $6.96M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 275.89K +43.6% $5.80M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 275.89K +43.6% $5.80M 0.0% ▲ Add 3 SEC ↗
6 JPMorgan Chase 133.67K +11.9% $2.82M 0.0% ▲ Add 4 SEC ↗
7 UBS Group AG 27.10K +1.6% $569,748 0.0% ▲ Add 3 SEC ↗
8 UBS Group AG 27.10K +1.6% $569,748 0.0% ▲ Add 3 SEC ↗
9 Citadel Advisors 20.31K New $427,117 0.0% New 1 SEC ↗
10 Morgan Stanley 18.16K -19.0% $381,844 0.0% ▼ Trim 4 SEC ↗
11 Morgan Stanley 18.16K -19.0% $381,844 0.0% ▼ Trim 4 SEC ↗
12 Osaic Holdings, Inc. 13.82K +4.8% $290,524 0.0% ▲ Add 3 SEC ↗
13 Susquehanna International Group, Llp 9.92K -60.5% $208,649 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $427,117 0.0%

Exited

Jane Street Group, Llc $596,667 was 0.0%
Wells Fargo & Company/Mn $39,935 was 0.0%
Royal Bank Of Canada $2,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 1.23M shares, $25.48M 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: Q2 2026 · Methodology · Get this via the API