Who owns NUDM
Which tracked institutional funds hold NUDM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUDM 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
30 tracked funds added or opened NUDM while 15 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
NUDM’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NUDM 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 143 tracked filers holding NUDM, 70 increased or opened the position and 59 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 NUDM 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.
Full exits 9
- Cambridge Investment Research Advisors, Inc.$17M
- Evolution Advisers, Inc.$8M
- HRT FINANCIAL LP$6M
- Thrivent Financial for Lutherans$5M
- HighTower Advisors, LLC$2M
- Colorado Capital Management, Inc.$1M
Largest adds
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$9M
- Wealthfront Advisers LLC$7M
- UBS Group AG$6M
- BANK OF AMERICA CORP /DE/$6M
- ROYAL BANK OF CANADA$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
Largest trims
- Clarity Asset Management, Inc.$3M
- Mariner, LLC$2M
- Cerity Partners OCIO LLC$2M
- Clarity Wealth Development LLC$1M
- Lido Advisors, LLC$324K
- Tolleson Wealth Management, Inc.$250K
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 |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 2,172,754 | $87M | 17.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 1,646,694 | $66M | 13.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,321,818 | $53M | 10.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 857,223 | $34M | 6.8% | 2026-Q2 |
| MORGAN STANLEY added | 840,715 | $34M | 6.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 789,067 | $32M | 6.3% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 415,013 | $17M | 3.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 299,935 | $12M | 2.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 274,056 | $11M | 2.2% | 2026-Q2 |
| UBS Group AG added | 271,289 | $11M | 2.2% | 2026-Q2 |
| PFG Investments, LLC added | 253,459 | $10M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 197,291 | $8M | 1.6% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 176,041 | $7M | 1.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 136,853 | $5M | 1.1% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 135,264 | $5M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 127,555 | $5M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 127,349 | $5M | 1.0% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 122,362 | $5M | 1.0% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 119,655 | $5M | 1.0% | 2026-Q2 |
| Brio Consultants, LLC added | 104,411 | $4M | 0.8% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 102,152 | $4M | 0.8% | 2026-Q2 |
| Johnson Financial Group, Inc. added | 101,519 | $4M | 0.8% | 2026-Q2 |
| Creative Planning added | 100,344 | $4M | 0.8% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 90,069 | $4M | 0.7% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 88,705 | $4M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 81,591 | $3M | 0.6% | 2026-Q2 |
| Clarity Wealth Development LLC trimmed | 66,412 | $3M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 59,488 | $2M | 0.5% | 2026-Q2 |
| &PARTNERS added | 55,689 | $2M | 0.4% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 55,553 | $2M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 55,532 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 54,413 | $2M | 0.4% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC | 53,941 | $2M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 47,788 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 44,930 | $2M | 0.4% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 44,930 | $2M | 0.4% | 2026-Q2 |
| McNamara Financial Services, Inc. added | 38,802 | $2M | 0.3% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 38,476 | $2M | 0.3% | 2026-Q2 |
| Ledyard National Bank trimmed | 38,275 | $2M | 0.3% | 2026-Q2 |
| CGN Advisors LLC added | 37,677 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,920 | $1M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 34,365 | $1M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 32,983 | $1M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 32,287 | $1M | 0.3% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 30,886 | $1M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO | 30,769 | $1M | 0.2% | 2026-Q2 |
| Trust Co trimmed | 29,952 | $1M | 0.2% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 28,480 | $1M | 0.2% | 2026-Q2 |
| SGL Investment Advisors, Inc. added | 27,064 | $1M | 0.2% | 2026-Q2 |
| TFC Financial Management, Inc. | 26,551 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 24,926 | $998K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 24,886 | $996K | 0.2% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 24,440 | $978K | 0.2% | 2026-Q2 |
| Napier Financial, LLC added | 22,676 | $907K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 22,062 | $883K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 21,341 | $854K | 0.2% | 2026-Q2 |
| Sound Stewardship, LLC trimmed | 20,056 | $803K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 19,706 | $789K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 19,282 | $772K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 18,372 | $735K | 0.1% | 2026-Q2 |
| Argyle Capital Partners, LLC added | 17,481 | $700K | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC added | 16,689 | $668K | 0.1% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 15,590 | $624K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,513 | $621K | 0.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 14,479 | $579K | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 14,161 | $511K | 0.1% | 2026-Q2 |
| Towerpoint Wealth, LLC added | 13,948 | $558K | 0.1% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 13,246 | $530K | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC | 13,022 | $521K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 12,997 | $520K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 12,758 | $511K | 0.1% | 2026-Q2 |
| BURNS J W & CO INC/NY added | 12,500 | $500K | 0.1% | 2026-Q2 |
| Sand Hill Global Advisors, LLC | 11,970 | $479K | 0.1% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 11,677 | $467K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 11,129 | $445K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 11,111 | $445K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 10,932 | $437K | 0.1% | 2026-Q2 |
| Maia Wealth LLC trimmed | 10,747 | $430K | 0.1% | 2026-Q2 |
| Leverty Financial Group, LLC | 10,323 | $413K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 10,179 | $407K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 9,639 | $386K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 9,021 | $361K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 8,868 | $355K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 8,614 | $345K | 0.1% | 2026-Q2 |
| Corundum Group, Inc. added | 8,456 | $338K | 0.1% | 2026-Q2 |
| Clearview Wealth Management LLC trimmed | 8,280 | $331K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 8,078 | $328K | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 8,047 | $322K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 8,034 | $322K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 7,710 | $309K | 0.1% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 7,604 | $304K | 0.1% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. added | 7,552 | $302K | 0.1% | 2026-Q2 |
| Live Oak Investment Partners added | 7,244 | $290K | 0.1% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 6,770 | $271K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 6,533 | $261K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 6,514 | $261K | 0.1% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC | 6,299 | $250K | 0.0% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 6,288 | $252K | 0.0% | 2026-Q2 |
| Vantage Point Financial LLC | 6,006 | $240K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 5,951 | $238K | 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.