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-Q1 13F filings. 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
24 tracked funds added or opened NUDM while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 149 tracked filers holding NUDM, 72 increased or opened the position and 55 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 2025-Q4 and 2026-Q1 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 5
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$78M
- HRT FINANCIAL LP$6M
- Cerity Partners Retirement Plan Advisors LLC$2M
- JANE STREET GROUP, LLC$1M
- GOLDMAN SACHS GROUP INC$746K
Full exits 5
- Envestnet Portfolio Solutions, Inc.$14M
- LongView Asset Management LLC$3M
- Verus Advisory, Inc.$2M
- Redhawk Wealth Advisors, Inc.$880K
- Tolleson Wealth Management, Inc.$832K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$15M
- Wealthfront Advisers LLC$8M
- BANK OF AMERICA CORP /DE/$3M
- Cerity Partners OCIO LLC$3M
- MORGAN STANLEY$2M
- Advisory Services Network, LLC$2M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$75M
- Clarity Asset Management, Inc.$5M
- Vestmark Advisory Solutions, Inc.$4M
- 3EDGE Asset Management, LP$4M
- Thrivent Financial for Lutherans$2M
- NewEdge Advisors, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 2,161,430 | $78M | 15.3% | 2026-Q1 |
| Wealthfront Advisers LLC added | 1,637,618 | $59M | 11.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,315,868 | $48M | 9.3% | 2026-Q1 |
| MORGAN STANLEY added | 810,065 | $29M | 5.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 806,525 | $29M | 5.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 719,684 | $26M | 5.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 479,919 | $17M | 3.4% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 373,696 | $13M | 2.7% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 286,305 | $10M | 2.0% | 2026-Q1 |
| PFG Investments, LLC trimmed | 246,696 | $9M | 1.8% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 237,545 | $9M | 1.7% | 2026-Q1 |
| Evolution Advisers, Inc. added | 208,516 | $8M | 1.5% | 2026-Q1 |
| LPL Financial LLC added | 188,238 | $7M | 1.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 163,818 | $6M | 1.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 161,978 | $6M | 1.2% | 2026-Q1 |
| Cerity Partners OCIO LLC added | 154,754 | $6M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 148,309 | $5M | 1.1% | 2026-Q1 |
| UBS Group AG added | 142,287 | $5M | 1.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 131,966 | $5M | 0.9% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 128,723 | $5M | 0.9% | 2026-Q1 |
| ASSETMARK, INC added | 126,363 | $5M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 124,800 | $5M | 0.9% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 114,011 | $4M | 0.8% | 2026-Q1 |
| Clarity Wealth Development LLC trimmed | 111,062 | $4M | 0.8% | 2026-Q1 |
| Brio Consultants, LLC added | 103,531 | $4M | 0.8% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 100,766 | $4M | 0.7% | 2026-Q1 |
| Creative Planning added | 97,500 | $4M | 0.7% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 96,126 | $3M | 0.7% | 2026-Q1 |
| UMB Bank, n.a. added | 90,342 | $3M | 0.6% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 89,789 | $3M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 73,975 | $3M | 0.5% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 65,997 | $2M | 0.5% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 55,224 | $2M | 0.4% | 2026-Q1 |
| Cerity Partners Retirement Plan Advisors LLC new | 53,941 | $2M | 0.4% | 2026-Q1 |
| &PARTNERS added | 49,863 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 45,634 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 45,294 | $2M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 44,930 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 44,244 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 43,516 | $2M | 0.3% | 2026-Q1 |
| Ledyard National Bank added | 38,975 | $1M | 0.3% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 38,476 | $1M | 0.3% | 2026-Q1 |
| McNamara Financial Services, Inc. trimmed | 38,665 | $1M | 0.3% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 38,498 | $1M | 0.3% | 2026-Q1 |
| CGN Advisors LLC trimmed | 37,665 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,860 | $1M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP | 36,102 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 35,238 | $1M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 34,365 | $1M | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 33,449 | $1M | 0.2% | 2026-Q1 |
| Trust Co trimmed | 31,497 | $1M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO | 30,769 | $1M | 0.2% | 2026-Q1 |
| Prism Advisors, Inc. trimmed | 29,773 | $1M | 0.2% | 2026-Q1 |
| SGL Investment Advisors, Inc. added | 26,906 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 26,618 | $961K | 0.2% | 2026-Q1 |
| TFC Financial Management, Inc. trimmed | 26,551 | $959K | 0.2% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 26,489 | $956K | 0.2% | 2026-Q1 |
| CX Institutional added | 25,865 | $934K | 0.2% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 24,519 | $885K | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 24,052 | $868K | 0.2% | 2026-Q1 |
| Napier Financial, LLC trimmed | 22,519 | $813K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 20,663 | $746K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,594 | $744K | 0.1% | 2026-Q1 |
| Sound Stewardship, LLC added | 20,358 | $735K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 20,031 | $723K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 17,908 | $647K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 17,889 | $646K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 16,207 | $585K | 0.1% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 15,529 | $561K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 14,906 | $538K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 14,648 | $530K | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 14,161 | $511K | 0.1% | 2026-Q1 |
| Towerpoint Wealth, LLC trimmed | 13,947 | $504K | 0.1% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 13,284 | $480K | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 13,242 | $478K | 0.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 13,068 | $472K | 0.1% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC added | 13,022 | $470K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 52,256 | $448K | 0.1% | 2026-Q1 |
| Argyle Capital Partners, LLC added | 12,241 | $442K | 0.1% | 2026-Q1 |
| Mayflower Financial Advisors, LLC added | 12,167 | $439K | 0.1% | 2026-Q1 |
| Sand Hill Global Advisors, LLC | 11,970 | $432K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,819 | $427K | 0.1% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 11,711 | $423K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 11,218 | $411K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 11,129 | $402K | 0.1% | 2026-Q1 |
| Maia Wealth LLC trimmed | 11,059 | $399K | 0.1% | 2026-Q1 |
| BURNS J W & CO INC/NY new | 11,000 | $397K | 0.1% | 2026-Q1 |
| Leverty Financial Group, LLC | 10,323 | $373K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 10,179 | $368K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 380,621 | $14M | 2.7% | 2025-Q4 stale |
| Better Money Decisions, LLC added | 126,504 | $4M | 0.9% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 103,325 | $4M | 0.8% | 2025-Q3 stale |
| LongView Asset Management LLC trimmed | 80,947 | $3M | 0.6% | 2025-Q4 stale |
| Verus Advisory, Inc. new | 53,941 | $2M | 0.4% | 2025-Q4 stale |
| RETIREMENT CAPITAL STRATEGIES new | 58,848 | $2M | 0.4% | 2025-Q1 stale |
| Money Design Co.,Ltd. trimmed | 49,076 | $2M | 0.3% | 2025-Q2 stale |
| Redhawk Wealth Advisors, Inc. added | 24,302 | $880K | 0.2% | 2025-Q4 stale |
| Tolleson Wealth Management, Inc. | 22,979 | $832K | 0.2% | 2025-Q4 stale |
| US FINANCIAL ADVISORS, LLC added | 24,305 | $774K | 0.2% | 2025-Q1 stale |
| Fountainhead AM, LLC trimmed | 15,023 | $565K | 0.1% | 2025-Q3 stale |
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.