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Security record

NUEM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
27Tracked holders
+3Δ holders
3.03MShares held
$128.65MReported value
+4New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +5.2% · net new positions +11.1%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 +3 3.03M $128.65M +4 −1
Q1 2026 25 +1 2.89M $105.94M +2 −1
Q4 2025 24 0 2.56M $91.39M
Q3 2025 3 -1 446.88K $15.95M −1
Q2 2025 2 +1 68.81K $2.29M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealthfront Advisers LLC 892.93K +0.5% $37.89M 0.1% ▲ Add 3 SEC ↗
2 Morgan Stanley 443.93K +0.9% $18.84M 0.0% ▲ Add 4 SEC ↗
3 Envestnet Asset Management Inc 364.94K +6.1% $15.49M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 276.83K +6.3% $11.75M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 276.83K +6.3% $11.75M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 276.83K +6.3% $11.75M 0.0% ▲ Add 3 SEC ↗
7 LPL Financial LLC 210.66K -3.7% $8.94M 0.0% ▼ Trim 3 SEC ↗
8 Wealth Enhancement Advisory… 165.21K +4.1% $6.89M 0.0% ▲ Add 3 SEC ↗
9 Cetera Investment Advisers 102.62K +1.7% $4.35M 0.0% ▲ Add 3 SEC ↗
10 UBS Group AG 88.55K +5.4% $3.76M 0.0% ▲ Add 3 SEC ↗
11 UBS Group AG 88.55K +5.4% $3.76M 0.0% ▲ Add 3 SEC ↗
12 Jane Street Group, Llc 82.24K New $3.49M 0.0% New 1 SEC ↗
13 Corient Private Wealth LP 69.91K +14.0% $2.97M 0.0% ▲ Add 3 SEC ↗
14 Creative Planning 57.12K -1.2% $2.42M 0.0% ▼ Trim 3 SEC ↗
15 Assetmark, Inc 55.06K +0.7% $2.34M 0.0% ▲ Add 3 SEC ↗
16 Commonwealth Equity Services, Llc 51.18K +12.7% $2.17M 0.0% ▲ Add 3 SEC ↗
17 Raymond James Financial Inc 29.50K -5.4% $1.25M 0.0% ▼ Trim 3 SEC ↗
18 Raymond James Financial Inc 29.50K -5.4% $1.25M 0.0% ▼ Trim 3 SEC ↗
19 JPMorgan Chase 29.80K -12.4% $1.25M 0.0% ▼ Trim 4 SEC ↗
20 JPMorgan Chase 29.80K -12.4% $1.25M 0.0% ▼ Trim 4 SEC ↗
21 Osaic Holdings, Inc. 28.51K +6.3% $1.21M 0.0% ▲ Add 3 SEC ↗
22 Captrust Financial Advisors 24.25K +5.1% $1.03M 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 12.34K +36.9% $524,000 0.0% ▲ Add 3 SEC ↗
24 Royal Bank Of Canada 12.34K +36.9% $524,000 0.0% ▲ Add 3 SEC ↗
25 Stifel Financial Corp 11.35K +21.1% $481,606 0.0% ▲ Add 3 SEC ↗
26 Citadel Advisors 7.39K New $313,433 0.0% New 1 SEC ↗
27 Mercer Global Advisors Inc /Adv 7.08K New $300,575 0.0% New 1 SEC ↗
28 Fidelity (FMR) 6.85K +75.8% $290,814 0.0% ▲ Add 5 SEC ↗
29 Ameriprise Financial Inc 6.29K -6.2% $266,754 0.0% ▼ Trim 2 SEC ↗
30 HighTower Advisors, LLC 4.94K New $209,719 0.0% New 1 SEC ↗
31 Us Bancorp \De\ 4.40K +2.8% $186,633 0.0% ▲ Add 3 SEC ↗
32 Rockefeller Capital Management L.P. 889 +152.6% $37,726 0.0% ▲ Add 3 SEC ↗
33 Northwestern Mutual Wealth… 144 +30.9% $6,111 0.0% ▲ Add 2 SEC ↗

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

New buyers

Jane Street Group, Llc $3.49M 0.0%
Citadel Advisors $313,433 0.0%
Mercer Global Advisors Inc… $300,575 0.0%
HighTower Advisors, LLC $209,719 0.0%

Exited

Mariner, LLC $768,353 was 0.0%

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: Q2 2026 · Methodology · Get this via the API