Who owns NUBD
Which tracked institutional funds hold NUBD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUBD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
15 tracked funds added or opened NUBD while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
NUBD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NUBD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NUBD 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 113 tracked filers holding NUBD, 59 increased or opened the position and 61 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 NUBD 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 3
- MERCER GLOBAL ADVISORS INC /ADV$5M
- XY Planning Network, Inc.$3M
- Private Advisor Group, LLC$869K
Full exits 12
- Cambridge Investment Research Advisors, Inc.$20M
- Charter Oak Capital Management, LLC$6M
- Colorado Capital Management, Inc.$4M
- Evolution Advisers, Inc.$3M
- PARK AVENUE SECURITIES LLC$3M
- Silver Oak Advisory Group, Inc.$2M
Largest adds
- JPMORGAN CHASE & CO$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- MORGAN STANLEY$2M
- Bank of New York Mellon Corp$2M
- NewEdge Advisors, LLC$948K
- CGN Advisors LLC$610K
Largest trims
- First Pacific Financial$28M
- WCG Wealth Advisors LLC$5M
- COLDSTREAM CAPITAL MANAGEMENT INC$1M
- GOLDMAN SACHS GROUP INC$706K
- JANE STREET GROUP, LLC$655K
- Vestmark Advisory Solutions, Inc.$632K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,073,233 | $46M | 16.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,726,746 | $38M | 14.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,662,364 | $37M | 13.5% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 539,366 | $12M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 519,090 | $11M | 4.2% | 2026-Q2 |
| CGN Advisors LLC added | 452,900 | $10M | 3.7% | 2026-Q2 |
| Composition Wealth, LLC added | 426,103 | $9M | 3.5% | 2026-Q2 |
| Westfuller Advisors, LLC trimmed | 313,124 | $7M | 2.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 310,210 | $7M | 2.5% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 302,281 | $7M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 261,325 | $6M | 2.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 236,677 | $5M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 204,117 | $5M | 1.7% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 184,954 | $4M | 1.5% | 2026-Q2 |
| ASSETMARK, INC trimmed | 179,602 | $4M | 1.5% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 149,955 | $3M | 1.2% | 2026-Q2 |
| XY Planning Network, Inc. new | 143,312 | $3M | 1.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 143,046 | $3M | 1.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 127,066 | $3M | 1.0% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES added | 125,258 | $3M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 115,102 | $3M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 114,583 | $3M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 111,560 | $2M | 0.9% | 2026-Q2 |
| MAYPORT, LLC | 94,104 | $2M | 0.8% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 87,833 | $2M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 71,710 | $2M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 68,207 | $2M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 66,242 | $1M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 59,927 | $1M | 0.5% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC trimmed | 55,431 | $1M | 0.5% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 54,996 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 51,664 | $1M | 0.4% | 2026-Q2 |
| Creative Planning added | 46,058 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 44,251 | $979K | 0.4% | 2026-Q2 |
| Wealthfront Advisers LLC added | 44,238 | $979K | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 42,748 | $946K | 0.3% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed | 42,379 | $938K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 39,255 | $869K | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 38,284 | $847K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,363 | $827K | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 36,291 | $803K | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 34,419 | $762K | 0.3% | 2026-Q2 |
| BayBridge Capital Group, LLC added | 33,836 | $749K | 0.3% | 2026-Q2 |
| WNY Asset Management, LLC added | 33,651 | $745K | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 32,844 | $727K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 32,669 | $723K | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 32,499 | $719K | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 32,062 | $710K | 0.3% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 31,920 | $707K | 0.3% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 30,214 | $669K | 0.2% | 2026-Q2 |
| Townsend Financial Planning, LLC trimmed | 29,214 | $647K | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 26,374 | $584K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 25,436 | $563K | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 24,170 | $535K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 24,134 | $534K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,942 | $508K | 0.2% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 21,530 | $477K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 20,915 | $463K | 0.2% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 19,941 | $441K | 0.2% | 2026-Q2 |
| Canal Capital Management, LLC added | 19,934 | $441K | 0.2% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 19,753 | $437K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 19,609 | $434K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 19,440 | $430K | 0.2% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 18,549 | $411K | 0.2% | 2026-Q2 |
| JGP Wealth Management, LLC added | 17,581 | $389K | 0.1% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. trimmed | 17,438 | $386K | 0.1% | 2026-Q2 |
| SGL Investment Advisors, Inc. added | 15,276 | $332K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 14,850 | $329K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC new | 13,319 | $295K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,403 | $272K | 0.1% | 2026-Q2 |
| Aaron Wealth Advisors LLC | 12,003 | $266K | 0.1% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 11,910 | $264K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 11,901 | $259K | 0.1% | 2026-Q2 |
| McAdam, LLC added | 11,813 | $261K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 11,206 | $248K | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC new | 10,994 | $243K | 0.1% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. trimmed | 10,778 | $239K | 0.1% | 2026-Q2 |
| Johnson Financial Group, LLC added | 10,682 | $236K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,394 | $230K | 0.1% | 2026-Q2 |
| Clearview Wealth Management LLC | 10,047 | $222K | 0.1% | 2026-Q2 |
| Sensenig Capital Advisors, Inc trimmed | 9,861 | $218K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC | 9,680 | $214K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 9,635 | $213K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. | 9,613 | $215K | 0.1% | 2026-Q2 |
| First Pacific Financial trimmed | 8,360 | $185K | 0.1% | 2026-Q2 |
| Millstone Evans Group, LLC | 8,097 | $179K | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 7,580 | $168K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 6,550 | $145K | 0.1% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 5,380 | $119K | 0.0% | 2026-Q2 |
| MJT & Associates Financial Advisory Group, Inc. added | 3,852 | $85K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 3,720 | $82K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. | 3,612 | $80K | 0.0% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. | 3,320 | $73K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 2,736 | $61K | 0.0% | 2026-Q2 |
| Quaker Wealth Management, LLC added | 2,704 | $60K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 2,663 | $59K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 2,090 | $46K | 0.0% | 2026-Q2 |
| FMR LLC | 2,006 | $44K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 1,925 | $43K | 0.0% | 2026-Q2 |
| TFC Financial Management, Inc. trimmed | 1,777 | $39K | 0.0% | 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.
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.