Security record · archived quarter
NUEM
name pending profile ingest
24Tracked holders
0Δ holders
2.56MShares held
$91.39MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · 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 | 823.77K | — | $29.31M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 406.64K | +7.2% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 235.69K | — | $8.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 202.87K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 161.55K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 140.76K | — | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 102.65K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Corient Private Wealth LP | 83.02K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 77.36K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 58.14K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 53.30K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 45.19K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 33.16K | -49.8% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 29.80K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 28.99K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 23.08K | — | $821,151 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 20.91K | — | $744,120 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 9.78K | — | $347,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 8.75K | — | $311,362 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 8.62K | — | $307,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Us Bancorp \De\ | 4.77K | — | $169,618 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Fidelity (FMR) ✦ | 1.76K | +9.1% | $62,509 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cwm, Llc | 1.50K | — | $53,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 315 | — | $11,208 | 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): 118 holders, 6.86M shares, $232.25M 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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