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Security record · archived quarter

NUDM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q3 2024
30Tracked holders
0Δ holders
5.57MShares held
$201.53MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 -1 6.74M $269.71M +2 −3
Q1 2026 33 +3 6.64M $239.63M +3
Q4 2025 30 0 5.57M $201.53M
Q3 2025 3 -1 684.45K $25.75M −1
Q2 2025 2 +1 11.26K $399,479 +1
Q3 2024 1 +1 9.98K $335,921 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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 Royal Bank Of Canada 1.33M $48.07M 0.0% n/c 1 SEC ↗
4 Royal Bank Of Canada 1.33M $48.07M 0.0% n/c 1 SEC ↗
5 Morgan Stanley 752.03K +10.6% $27.23M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 752.03K +10.6% $27.23M 0.0% ▲ Add 2 SEC ↗
7 Bank Of America Corp /De/ 633.96K $22.96M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 633.96K $22.96M 0.0% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 633.96K $22.96M 0.0% n/c 1 SEC ↗
10 Envestnet Asset Management Inc 383.49K $13.89M 0.0% n/c 1 SEC ↗
11 LPL Financial LLC 181.17K $6.56M 0.0% n/c 1 SEC ↗
12 UBS Group AG 120.67K $4.37M 0.0% n/c 1 SEC ↗
13 Cetera Investment Advisers 116.32K $4.21M 0.0% n/c 1 SEC ↗
14 Assetmark, Inc 115.41K $4.18M 0.0% n/c 1 SEC ↗
15 Creative Planning 91.17K $3.30M 0.0% n/c 1 SEC ↗
16 Creative Planning 91.17K $3.30M 0.0% n/c 1 SEC ↗
17 Mariner, LLC 71.54K $2.59M 0.0% n/c 1 SEC ↗
18 Commonwealth Equity Services, Llc 47.29K $1.71M 0.0% n/c 1 SEC ↗
19 HighTower Advisors, LLC 44.03K $1.59M 0.0% n/c 1 SEC ↗
20 Raymond James Financial Inc 39.88K $1.44M 0.0% n/c 1 SEC ↗
21 Raymond James Financial Inc 39.88K $1.44M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 37.21K $1.35M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 37.21K $1.35M 0.0% n/c 1 SEC ↗
24 Mml Investors Services, Llc 36.35K $1.32M 0.0% n/c 1 SEC ↗
25 Northern Trust Corp 36.10K $1.31M 0.0% n/c 1 SEC ↗
26 Northwestern Mutual Wealth… 19.44K $704,000 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 19.04K $689,330 0.0% n/c 1 SEC ↗
28 Pnc Financial Services Group, Inc. 17.45K $631,971 0.0% n/c 1 SEC ↗
29 Pnc Financial Services Group, Inc. 17.45K $631,971 0.0% n/c 1 SEC ↗
30 Pnc Financial Services Group, Inc. 17.45K $631,971 0.0% n/c 1 SEC ↗
31 Lido Advisors, LLC 16.20K $586,456 0.0% n/c 1 SEC ↗
32 Corient Private Wealth LP 15.42K $558,360 0.0% n/c 1 SEC ↗
33 Corient Private Wealth LP 15.42K $558,360 0.0% n/c 1 SEC ↗
34 Us Bancorp \De\ 11.52K $417,284 0.0% n/c 1 SEC ↗
35 Us Bancorp \De\ 11.52K $417,284 0.0% n/c 1 SEC ↗
36 Captrust Financial Advisors 10.69K $387,121 0.0% n/c 1 SEC ↗
37 Susquehanna International Group, Llp 8.32K $301,195 0.0% n/c 1 SEC ↗
38 Cwm, Llc 4.38K $158,000 0.0% n/c 1 SEC ↗
39 Fidelity (FMR) 3.75K -0.9% $135,808 0.0% ▼ Trim 3 SEC ↗
40 Fidelity (FMR) 3.75K -0.9% $135,808 0.0% ▼ Trim 3 SEC ↗
41 Rockefeller Capital Management L.P. 721 $26,107 0.0% n/c 1 SEC ↗
42 JPMorgan Chase 305 -34.0% $11,044 0.0% ▼ Trim 2 SEC ↗
43 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 · Get this via the API