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Security record

NUHY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2024
21Tracked holders
0Δ holders
2.43MShares held
$52.09MReported value
+1New positions
−1Exits
Stable 4 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 +1.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 21 0 2.43M $52.09M +1 −1
Q1 2026 22 +1 2.43M $51.43M +3 −2
Q4 2025 21 0 2.26M $48.75M
Q3 2025 2 374.90K $8.16M
Q2 2024 1 62.59K $1.31M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 555.06K +7.5% $11.90M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 477.39K +4.1% $10.23M 0.0% ▲ Add 4 SEC ↗
3 Bank of New York Mellon Corp 368.53K -1.6% $7.90M 0.0% ▼ Trim 3 SEC ↗
4 Bank of New York Mellon Corp 368.53K -1.6% $7.90M 0.0% ▼ Trim 3 SEC ↗
5 Bank of New York Mellon Corp 368.53K -1.6% $7.90M 0.0% ▼ Trim 3 SEC ↗
6 Bank of New York Mellon Corp 368.53K -1.6% $7.90M 0.0% ▼ Trim 3 SEC ↗
7 Bank of New York Mellon Corp 368.53K -1.6% $7.90M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 202.54K +15.0% $4.34M 0.0% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 202.54K +15.0% $4.34M 0.0% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 202.54K +15.0% $4.34M 0.0% ▲ Add 3 SEC ↗
11 Sei Investments Co 196.11K +11.2% $4.20M 0.0% ▲ Add 3 SEC ↗
12 LPL Financial LLC 164.40K +0.2% $3.52M 0.0% ▲ Add 3 SEC ↗
13 UBS Group AG 127.49K +4.5% $2.73M 0.0% ▲ Add 3 SEC ↗
14 Wells Fargo & Company/Mn 113.94K -0.9% $2.44M 0.0% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 113.94K -0.9% $2.44M 0.0% ▼ Trim 3 SEC ↗
16 Wells Fargo & Company/Mn 113.94K -0.9% $2.44M 0.0% ▼ Trim 3 SEC ↗
17 Assetmark, Inc 61.03K -11.0% $1.31M 0.0% ▼ Trim 3 SEC ↗
18 Mml Investors Services, Llc 47.69K +0.1% $1.02M 0.0% ▲ Add 3 SEC ↗
19 Creative Planning 34.60K +0.9% $741,689 0.0% ▲ Add 2 SEC ↗
20 Jane Street Group, Llc 21.17K -55.1% $453,740 0.0% ▼ Trim 3 SEC ↗
21 Raymond James Financial Inc 16.41K +5.4% $351,717 0.0% ▲ Add 3 SEC ↗
22 Raymond James Financial Inc 16.41K +5.4% $351,717 0.0% ▲ Add 3 SEC ↗
23 Cetera Investment Advisers 15.57K +33.1% $333,718 0.0% ▲ Add 3 SEC ↗
24 Us Bancorp \De\ 11.97K +1.5% $256,623 0.0% ▲ Add 3 SEC ↗
25 Osaic Holdings, Inc. 8.28K -1.0% $177,451 0.0% ▼ Trim 3 SEC ↗
26 Fifth Third Bancorp 4.94K 0.0% $105,847 0.0% Held 2 SEC ↗
27 Royal Bank Of Canada 2.12K +0.1% $46,000 0.0% ▲ Add 3 SEC ↗
28 Rockefeller Capital Management L.P. 532 New $11,404 0.0% New 1 SEC ↗
29 JPMorgan Chase 103 -99.4% $2,212 0.0% ▼ Trim 4 SEC ↗
30 Fidelity (FMR) 38 0.0% $814 0.0% Held 2 SEC ↗

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

New buyers

Rockefeller Capital… $11,404 0.0%

Exited

HighTower Advisors, LLC $636,257 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 3.37M shares, $63.80M 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