NUSA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +5.1% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 48.56K | $1.10M | n/a | n/a |
| Q2 2026 | 10 | 0 | 697.59K | $16.17M | +2 | −2 |
| Q1 2026 | 11 | -2 | 634.59K | $14.79M | +1 | −3 |
| Q4 2025 | 13 | +1 | 428.81K | $10.03M | +1 | n/a |
| Q3 2025 | 1 | n/a | 101.42K | $2.38M | n/a | n/a |
| Q4 2024 | 1 | 0 | 27.82K | $638,446 | n/a | n/a |
| Q3 2024 | 1 | 0 | 63.83K | $1.50M | n/a | n/a |
| Q2 2024 | 1 | n/a | 60.39K | $1.38M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 127.40K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 105.09K | +3.6% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 45.09K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 41.77K | n/a | $976,815 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 30.27K | n/a | $707,943 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 25.27K | n/a | $591,032 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Us Bancorp \De\ | 18.82K | n/a | $440,035 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 17.21K | New | $402,456 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 13.79K | n/a | $322,398 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 2.15K | n/a | $50,301 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 883 | n/a | $20,649 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 863 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 196 | n/a | $4,583 | 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
| Citadel Advisors | $402,456 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 1.05M shares, $16.27M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.