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Security record · archived quarter

NUV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024
39Tracked holders
+1Δ holders
25.47MShares held
$230.79MReported value
+2New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.6% · share flow -0.3% · net new positions +2.6% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 39 0 24.56M $226.42M +2 −3
Q1 2026 41 +1 23.75M $213.37M +2 −1
Q4 2025 39 +1 25.47M $230.79M +2 −1
Q3 2025 2 +1 4.53M $40.65M +1 —
Q4 2024 1 0 11.36K $97,574 — —
Q3 2024 1 +1 13.08K $117,991 +1 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 7.18M — $65.06M 0.0% n/c 1 SEC ↗
2 Morgan Stanley ✦ 4.44M -1.1% $40.19M 0.0% ▼ Trim 2 SEC ↗ ×2
3 Raymond James Financial Inc 2.17M — $19.69M 0.0% n/c 1 SEC ↗ ×3
4 Wells Fargo & Company/Mn 2.16M — $19.61M 0.0% n/c 1 SEC ↗ ×2
5 Focus Partners Wealth 1.88M — $17.05M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 1.10M — $9.96M 0.0% n/c 1 SEC ↗ ×3
7 LPL Financial LLC 1.09M — $9.90M 0.0% n/c 1 SEC ↗
8 Jones Financial Companies Lllp 790.01K — $7.16M 0.0% n/c 1 SEC ↗
9 Mercer Global Advisors Inc /Adv 734.15K — $6.65M 0.0% n/c 1 SEC ↗
10 Stifel Financial Corp 637.27K — $5.77M 0.0% n/c 1 SEC ↗ ×2
11 Royal Bank Of Canada 570.56K — $5.17M 0.0% n/c 1 SEC ↗ ×2
12 Commonwealth Equity Services, Llc 490.71K — $4.45M 0.0% n/c 1 SEC ↗
13 Rockefeller Capital Management L.P. 468.81K — $4.25M 0.0% n/c 1 SEC ↗
14 Ameriprise Financial Inc 234.08K — $2.12M 0.0% n/c 1 SEC ↗
15 Baird Financial Group, Inc. 222.96K — $2.02M 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 157.46K — $1.43M 0.0% n/c 1 SEC ↗ ×2
17 Jane Street Group, Llc 155.12K — $1.41M 0.0% n/c 1 SEC ↗ ×2
18 Corient Private Wealth LP 136.30K — $1.24M 0.0% n/c 1 SEC ↗ ×2
19 HighTower Advisors, LLC 127.58K — $1.16M 0.0% n/c 1 SEC ↗
20 Cetera Investment Advisers 125.29K — $1.14M 0.0% n/c 1 SEC ↗
21 Susquehanna International Group, Llp 71.42K — $647,020 0.0% n/c 1 SEC ↗
22 Wealth Enhancement Advisory… 70.61K — $639,736 0.0% n/c 1 SEC ↗
23 Creative Planning 69.12K — $626,271 0.0% n/c 1 SEC ↗
24 Pnc Financial Services Group, Inc. 64.72K — $586,393 0.0% n/c 1 SEC ↗ ×2
25 Invesco Ltd. 62.50K — $566,277 0.0% n/c 1 SEC ↗
26 Envestnet Asset Management Inc 51.47K — $466,354 0.0% n/c 1 SEC ↗
27 Truist Financial Corp 45.40K — $411,288 0.0% n/c 1 SEC ↗
28 Brown Advisory Inc 32.67K — $296,026 0.0% n/c 1 SEC ↗
29 Cerity Partners LLC 31.39K — $284,439 0.0% n/c 1 SEC ↗ ×2
30 Mariner, LLC 23.99K — $217,338 0.0% n/c 1 SEC ↗ ×2
31 Captrust Financial Advisors 19.24K — $174,297 0.0% n/c 1 SEC ↗
32 Lido Advisors, LLC 15.36K — $138,387 0.0% n/c 1 SEC ↗
33 Harris Associates (Oakmark) ✦ 14.85K New $134,580 0.0% New 1 SEC ↗
34 Cwm, Llc 7.40K — $67,000 0.0% n/c 1 SEC ↗
35 Northwestern Mutual Wealth… 5.02K — $45,510 0.0% n/c 1 SEC ↗
36 Us Bancorp \De\ 4.49K — $40,679 0.0% n/c 1 SEC ↗ ×2
37 Citigroup Inc 4.46K — $40,393 0.0% n/c 1 SEC ↗
38 Russell Investments Group, Ltd. 681 — $6,172 0.0% n/c 1 SEC ↗
39 JPMorgan Chase ✦ 200 New $1,812 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

Harris Associates (Oakmark) $134,580 0.0%
JPMorgan Chase $1,812 0.0%

Exited

Citadel Advisors $349,187 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 227 holders, 42.31M shares, $363.30M 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: Q4 2025 · Methodology · Get this via the API