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Institutional Ownership · SEC Form 13F

Who owns New Era Energy & Digital (NUAI)


Which tracked institutional funds hold NUAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUAI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

140
Institutional holders
57M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on NUAI is one-sided between 2026-Q1 and 2026-Q2: 54 added or opened and 4 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NUAI’s largest tracked holder by dollar value, Hood River Capital Management LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NUAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 136 tracked filers holding NUAI, 107 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NUAI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 29

  • Hood River Capital Management LLC$55M
  • Conversant Capital LLC$22M
  • Tyro Capital Management LLC$12M
  • Alyeska Investment Group, L.P.$11M
  • SEI INVESTMENTS CO$8M
  • Mirae Asset Global Investments Co., Ltd.$5M

Full exits 1

  • HRT FINANCIAL LP$704K

Largest adds

  • BlackRock, Inc.$43M
  • STATE STREET CORP$26M
  • VANGUARD CAPITAL MANAGEMENT LLC$15M
  • MARSHALL WACE, LLP$13M
  • GEODE CAPITAL MANAGEMENT, LLC$12M
  • MORGAN STANLEY$8M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$4M
  • GOLDMAN SACHS GROUP INC$281K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Hood River Capital Management LLC new8,596,985$55M15.5%2026-Q2
BlackRock, Inc. added7,207,876$46M13.0%2026-Q2
STATE STREET CORP added4,179,391$27M7.5%2026-Q2
Conversant Capital LLC new3,515,000$22M6.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,299,241$21M6.0%2026-Q2
MARSHALL WACE, LLP added2,167,583$14M3.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,133,203$14M3.9%2026-Q2
Tyro Capital Management LLC new1,922,883$12M3.5%2026-Q2
Alyeska Investment Group, L.P. added1,712,686$11M3.1%2026-Q2
MORGAN STANLEY added1,570,764$10M2.8%2026-Q2
UBS Group AG added1,264,273$8M2.3%2026-Q2
GROUP ONE TRADING LLC trimmed1,246,018$8M2.2%2026-Q2
SEI INVESTMENTS CO new1,189,672$8M2.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed1,027,183$7M1.9%2026-Q2
MILLENNIUM MANAGEMENT LLC added964,838$6M1.7%2026-Q2
Mirae Asset Global Investments Co., Ltd. new859,500$5M1.6%2026-Q2
T3 Companies, LLC added631,301$4M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new602,139$4M1.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added571,778$4M1.0%2026-Q2
PEAK6 LLC added512,768$3M0.9%2026-Q2
Soviero Asset Management, LP added510,000$3M0.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC new498,400$3M0.9%2026-Q2
1492 Capital Management LLC new496,256$3M0.9%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added460,000$3M0.8%2026-Q2
LAZARD ASSET MANAGEMENT LLC new431,278$3M0.8%2026-Q2
BRC Group Holdings, Inc. new415,000$3M0.7%2026-Q2
Davidson Kempner Capital Management LP new375,000$2M0.7%2026-Q2
BlueCrest Capital Management Ltd new355,382$2M0.6%2026-Q2
LMR Partners LLP added334,272$959K0.3%2026-Q2
ARISTEIA CAPITAL, L.L.C.331,116$947K0.3%2026-Q2
CITADEL ADVISORS LLC added324,991$2M0.6%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed300,000$2M0.5%2026-Q2
Shay Capital LLC added287,510$2M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP new264,057$2M0.5%2026-Q2
XTX Topco Ltd new261,201$2M0.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added258,948$2M0.5%2026-Q2
FirstWave Capital Management LLC new252,068$2M0.5%2026-Q2
Calamos Advisors LLC250,000$718K0.2%2026-Q2
SIMPLEX TRADING, LLC trimmed227,942$1M0.4%2026-Q2
Bank of New York Mellon Corp new208,339$1M0.4%2026-Q2
Aventail Capital Group, LP new208,017$1M0.4%2026-Q2
Kryger Capital LLC new200,000$1M0.4%2026-Q2
National Philanthropic Trust added196,215$1M0.4%2026-Q2
ExodusPoint Capital Management, LP new193,722$1M0.3%2026-Q2
Nuveen, LLC new188,401$1M0.3%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC added149,576$429K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ added137,325$876K0.2%2026-Q2
Hazelview Securities Inc. new134,100$640K0.2%2026-Q2
Apollon Wealth Management, LLC added133,851$854K0.2%2026-Q2
Rafferty Asset Management, LLC new133,731$853K0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed120,950$772K0.2%2026-Q2
RHUMBLINE ADVISERS new104,135$664K0.2%2026-Q2
KCM Capital Inc new100,000$638K0.2%2026-Q2
ROYAL BANK OF CANADA added98,709$629K0.2%2026-Q2
GILDER GAGNON HOWE & CO LLC trimmed87,754$560K0.2%2026-Q2
Feynman Point Asset Management LLC new87,412$558K0.2%2026-Q2
Gladstone Institutional Advisory LLC new82,650$527K0.1%2026-Q2
DEUTSCHE BANK AG\ new78,371$500K0.1%2026-Q2
Squarepoint Ops LLC trimmed78,109$498K0.1%2026-Q2
Caitong International Asset Management Co., Ltd trimmed69,217$442K0.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC67,700$432K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added67,478$431K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ new65,970$421K0.1%2026-Q2
Worth Venture Partners, LLC new61,200$390K0.1%2026-Q2
Concurrent Investment Advisors, LLC added59,697$381K0.1%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC new55,936$357K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed55,139$352K0.1%2026-Q2
Scientech Research LLC trimmed55,125$352K0.1%2026-Q2
SFMG, LLC added54,196$346K0.1%2026-Q2
Penn Capital Management Company, LLC new52,161$333K0.1%2026-Q2
D. E. Shaw & Co., Inc.49,999$143K0.0%2026-Q2
MetLife Investment Management, LLC new48,497$309K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. new48,300$308K0.1%2026-Q2
Quadrature Capital Ltd new44,044$281K0.1%2026-Q2
Invesco Ltd. new41,797$267K0.1%2026-Q2
OSAIC HOLDINGS, INC. trimmed40,525$259K0.1%2026-Q2
MYDA Advisors LLC trimmed40,000$255K0.1%2026-Q2
CITIGROUP INC added39,973$255K0.1%2026-Q2
BARCLAYS PLC added39,615$253K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new36,835$235K0.1%2026-Q2
Capstone Wealth Management, Inc. new35,000$194K0.1%2026-Q2
WHITEBOX ADVISORS LLC34,875$100K0.0%2026-Q2
JPMORGAN CHASE & CO new33,306$204K0.1%2026-Q2
Vanguard Global Advisers, LLC added32,107$205K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed30,726$196K0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP trimmed30,645$181K0.1%2026-Q2
LuminArx Capital Management LP new25,000$160K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey new23,693$151K0.0%2026-Q2
BANK OF MONTREAL /CAN/ new21,749$139K0.0%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE new20,543$131K0.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed20,036$128K0.0%2026-Q2
ADAMSBROWN WEALTH CONSULTANTS LLC20,000$128K0.0%2026-Q2
LPL Financial LLC added18,503$118K0.0%2026-Q2
WINTON GROUP Ltd new18,400$117K0.0%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC new18,146$116K0.0%2026-Q2
STRS OHIO new15,700$100K0.0%2026-Q2
Cetera Investment Advisers trimmed15,500$99K0.0%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC new15,141$97K0.0%2026-Q2
W.G. Shaheen & Associates DBA Whitney & Co14,000$89K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC new13,978$89K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership