NUSA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow +30.0% ·
net new positions -18.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | Envestnet Asset Management Inc | 246.85K | +715.4% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 136.82K | +30.2% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 106.11K | -16.7% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 46.60K | +84.4% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Assetmark, Inc | 44.06K | +5.5% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 19.89K | +5.7% | $463,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 18.44K | New | $429,791 | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 11.25K | -75.1% | $262,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 2.15K | -0.1% | $50,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.55K | -88.7% | $36,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 863 | 0.0% | $20,112 | 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
| Goldman Sachs Group | $429,791 | 0.0% |
Exited
| Citadel Advisors | $402,456 | was 0.0% |
| Bank Of America Corp /De/ | $20,649 | was 0.0% |
| UBS Group AG | $4,583 | was 0.0% |
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.