Security record · archived quarter
NUV
name pending profile ingest
41Tracked holders
+1Δ holders
23.75MShares held
$213.37MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow -6.9% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 7.06M | -1.6% | $63.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 4.51M | +1.6% | $40.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.20M | +1.3% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.09M | -3.7% | $18.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.15M | +5.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.11M | +0.9% | $9.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 993.17K | +25.7% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 740.77K | +0.9% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 667.79K | +4.8% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 620.21K | +8.7% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 513.25K | +4.6% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 472.56K | +0.8% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 240.87K | +2.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 220.17K | -1.2% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 146.91K | +17.3% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 132.40K | -15.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 115.98K | -9.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 104.53K | +67.2% | $939,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 85.70K | +32.4% | $770,457 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Susquehanna International Group, Llp | 70.90K | -0.7% | $637,409 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 69.04K | -0.1% | $620,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 60.17K | -96.8% | $540,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 54.22K | -65.0% | $487,465 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 47.12K | -33.3% | $428,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 44.90K | -1.1% | $403,642 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 43.94K | -14.6% | $395,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Brown Advisory Inc | 32.67K | 0.0% | $293,739 | 0.0% | Held | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 24.76K | n/a | $222,628 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fifth Third Bancorp | 21.85K | New | $196,432 | 0.0% | New | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 16.79K | +9.4% | $151,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 16.61K | -13.7% | $149,325 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Harris Associates (Oakmark) ✦ | 14.85K | 0.0% | $133,540 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Mariner, LLC | 11.66K | -51.4% | $104,834 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 10.96K | -92.0% | $98,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 10.49K | New | $94,334 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 7.40K | 0.0% | $66,544 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.72K | -6.0% | $42,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 4.48K | +0.6% | $40,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.00K | -77.7% | $8,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 682 | +0.1% | $6,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 200 | 0.0% | $1,768 | 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
| Fifth Third Bancorp | $196,432 | 0.0% |
| Bank of New York Mellon Corp | $94,334 | 0.0% |
Exited
| Cerity Partners LLC | $284,439 | 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: Q1 2026 ·
Methodology ·
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