Security record · archived quarter
NUBD
name pending profile ingest
30Tracked holders
+1Δ holders
8.21MShares held
$181.66MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow +7.7% ·
net new positions +3.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 8.21M | $181.66M | +2 | −1 |
| Q1 2026 | 30 | 0 | 7.62M | $169.33M | +1 | −1 |
| Q4 2025 | 30 | 0 | 6.38M | $142.52M | — | — |
| Q3 2025 | 4 | 0 | 1.78M | $39.97M | — | — |
| Q2 2025 | 2 | 0 | 77.15K | $1.72M | — | — |
| Q1 2025 | 1 | 0 | 146.03K | $3.24M | — | — |
| Q4 2024 | 1 | 0 | 140.38K | $3.06M | — | — |
| Q3 2024 | 1 | +1 | 58.37K | $1.33M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.07M | +5.2% | $45.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.73M | +5.0% | $38.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1.73M | +5.0% | $38.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1.73M | +5.0% | $38.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.66M | +7.9% | $36.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 519.09K | +4.5% | $11.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 310.21K | -1.9% | $6.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 261.32K | -0.6% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 261.32K | -0.6% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 261.32K | -0.6% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 236.68K | New | $5.24M | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 204.12K | +539.9% | $4.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 204.12K | +539.9% | $4.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Assetmark, Inc | 179.60K | -8.4% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 115.10K | -8.8% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 115.10K | -8.8% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 114.58K | -6.7% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 111.56K | -16.3% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 111.56K | -16.3% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 75.74K | +10.9% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 71.71K | +7.2% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Citigroup Inc | 68.21K | +20.2% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 66.24K | -16.1% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 59.93K | +0.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 51.66K | +8.4% | $1.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Creative Planning | 46.06K | +0.7% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 44.24K | +1.7% | $979,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 38.28K | +1.1% | $847,416 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 37.36K | +89.5% | $827,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 37.36K | +89.5% | $827,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 32.67K | -49.2% | $723,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 25.44K | +2.1% | $563,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 24.13K | -8.8% | $534,206 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 24.13K | -8.8% | $534,206 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 22.94K | -15.3% | $507,810 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 12.40K | 0.0% | $272,184 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jane Street Group, Llc | 10.39K | -73.9% | $230,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 2.01K | 0.0% | $44,398 | 0.0% | Held | 5 | SEC ↗ |
| 39 | Franklin Resources Inc | 1.77K | New | $39,245 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $5.24M | 0.0% |
| Franklin Resources Inc | $39,245 | 0.0% |
Exited
| Mariner, LLC | $1.17M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 15.01M shares, $297.04M 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 ·
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