Security record · archived quarter
NUSA
name pending profile ingest
10Tracked holders
0Δ holders
697.59KShares held
$16.17MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 267.90K | +8.5% | $6.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 164.86K | +20.5% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 115.87K | +9.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 48.76K | +4.6% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Assetmark, Inc | 47.76K | +8.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 19.89K | 0.0% | $461,051 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 18.00K | New | $417,240 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 12.39K | +697.5% | $287,107 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 2.15K | +0.1% | $49,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 8 | New | $185 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Commonwealth Equity Services… | $417,240 | 0.0% |
| UBS Group AG | $185 | 0.0% |
Exited
| Goldman Sachs Group | $429,791 | was 0.0% |
| Jane Street Group, Llc | $262,088 | 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.
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 ·
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