Security record · archived quarter
NUDM
name pending profile ingest
30Tracked holders
0Δ holders
5.57MShares held
$201.53MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 1.40M | — | $50.85M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.33M | — | $48.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 752.03K | +10.6% | $27.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 633.96K | — | $22.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 383.49K | — | $13.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 181.17K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 120.67K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 116.32K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 115.41K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 91.17K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 71.54K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 47.29K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 44.03K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 39.88K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 37.21K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 36.35K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 36.10K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 19.44K | — | $704,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 19.04K | — | $689,330 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 17.45K | — | $631,971 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Lido Advisors, LLC | 16.20K | — | $586,456 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 15.42K | — | $558,360 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Us Bancorp \De\ | 11.52K | — | $417,284 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Captrust Financial Advisors | 10.69K | — | $387,121 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 8.32K | — | $301,195 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 4.38K | — | $158,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.75K | -0.9% | $135,808 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 721 | — | $26,107 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 305 | -34.0% | $11,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 1 | — | $26 | 0.0% | n/c | 1 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 148 holders, 13.41M shares, $443.18M 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: Q4 2025 ·
Methodology ·
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