Who owns NUEM (NUEM)
Which tracked institutional funds hold NUEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUEM 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
19 tracked funds added or opened NUEM while 8 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
NUEM’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NUEM 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 119 tracked filers holding NUEM, 52 increased or opened the position and 45 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 NUEM 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 3
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$40M
- OLD MISSION CAPITAL LLC$2M
- Cerity Partners Retirement Plan Advisors LLC$678K
Full exits 4
- Envestnet Portfolio Solutions, Inc.$6M
- Tolleson Wealth Management, Inc.$2M
- Verus Advisory, Inc.$686K
- Sepio Capital, LP$648K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$7M
- Cerity Partners OCIO LLC$4M
- Wealthfront Advisers LLC$3M
- MORGAN STANLEY$2M
- BANK OF AMERICA CORP /DE/$1M
- LPL Financial LLC$821K
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$39M
- Vestmark Advisory Solutions, Inc.$2M
- COLDSTREAM CAPITAL MANAGEMENT INC$401K
- EP Wealth Advisors, LLC$350K
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 | 1,084,074 | $40M | 14.5% | 2026-Q1 |
| Wealthfront Advisers LLC added | 888,758 | $33M | 11.9% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 607,867 | $22M | 8.1% | 2026-Q1 |
| MORGAN STANLEY added | 439,796 | $16M | 5.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 343,914 | $13M | 4.6% | 2026-Q1 |
| TFC Financial Management, Inc. trimmed | 292,610 | $11M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 260,304 | $10M | 3.5% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 241,008 | $9M | 3.2% | 2026-Q1 |
| Cerity Partners OCIO LLC added | 239,972 | $9M | 3.2% | 2026-Q1 |
| LPL Financial LLC added | 218,820 | $8M | 2.9% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 206,692 | $8M | 2.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 182,237 | $7M | 2.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 158,758 | $6M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 100,913 | $4M | 1.3% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 95,224 | $3M | 1.3% | 2026-Q1 |
| UBS Group AG added | 84,045 | $3M | 1.1% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 80,465 | $3M | 1.1% | 2026-Q1 |
| Evolution Advisers, Inc. added | 70,995 | $3M | 0.9% | 2026-Q1 |
| Corient Private Wealth LLC added | 61,314 | $2M | 0.8% | 2026-Q1 |
| Clarity Wealth Development LLC trimmed | 58,000 | $2M | 0.8% | 2026-Q1 |
| Creative Planning trimmed | 57,824 | $2M | 0.8% | 2026-Q1 |
| ASSETMARK, INC added | 54,678 | $2M | 0.7% | 2026-Q1 |
| Pioneer Wealth Management Group added | 52,076 | $2M | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 51,706 | $2M | 0.7% | 2026-Q1 |
| CGC Financial Services, LLC trimmed | 48,835 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,437 | $2M | 0.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 42,853 | $2M | 0.6% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 37,397 | $1M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,022 | $1M | 0.4% | 2026-Q1 |
| Westfuller Advisors, LLC added | 31,818 | $1M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 31,195 | $1M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 30,769 | $1M | 0.4% | 2026-Q1 |
| CHOREO, LLC | 27,940 | $1M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,824 | $986K | 0.4% | 2026-Q1 |
| Cascade Financial Partners, LLC | 25,000 | $918K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 23,079 | $848K | 0.3% | 2026-Q1 |
| &PARTNERS added | 22,236 | $817K | 0.3% | 2026-Q1 |
| WHITTIER TRUST CO | 22,244 | $815K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 21,028 | $773K | 0.3% | 2026-Q1 |
| Mariner, LLC | 20,914 | $768K | 0.3% | 2026-Q1 |
| HM PAYSON & CO added | 20,204 | $742K | 0.3% | 2026-Q1 |
| McNamara Financial Services, Inc. trimmed | 19,982 | $734K | 0.3% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 18,885 | $694K | 0.3% | 2026-Q1 |
| Cerity Partners Retirement Plan Advisors LLC new | 19,239 | $678K | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. | 17,440 | $641K | 0.2% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC trimmed | 15,836 | $582K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 15,808 | $581K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 15,250 | $543K | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors trimmed | 13,327 | $490K | 0.2% | 2026-Q1 |
| First Pacific Financial trimmed | 11,529 | $424K | 0.2% | 2026-Q1 |
| CGN Advisors LLC trimmed | 11,323 | $416K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 11,255 | $413K | 0.2% | 2026-Q1 |
| Addison Advisors LLC | 11,175 | $411K | 0.1% | 2026-Q1 |
| Davis Wealth Advisors, LLC added | 10,618 | $390K | 0.1% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC trimmed | 10,608 | $389K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 10,526 | $387K | 0.1% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 10,021 | $368K | 0.1% | 2026-Q1 |
| RVW Wealth, LLC | 9,835 | $361K | 0.1% | 2026-Q1 |
| ASPIRIANT, LLC | 9,622 | $354K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 9,370 | $344K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 9,229 | $339K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 9,019 | $331K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 7,957 | $292K | 0.1% | 2026-Q1 |
| Carson Advisory Inc. | 7,861 | $289K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 7,769 | $285K | 0.1% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 7,753 | $285K | 0.1% | 2026-Q1 |
| Brooklyn FI, LLC | 7,723 | $284K | 0.1% | 2026-Q1 |
| MSH Capital Advisors LLC | 7,550 | $277K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 7,537 | $277K | 0.1% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. trimmed | 7,351 | $270K | 0.1% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 7,033 | $258K | 0.1% | 2026-Q1 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC trimmed | 6,050 | $248K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 6,703 | $246K | 0.1% | 2026-Q1 |
| Sound Stewardship, LLC trimmed | 6,702 | $246K | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC trimmed | 6,615 | $243K | 0.1% | 2026-Q1 |
| Destiny Wealth Partners, LLC | 6,058 | $223K | 0.1% | 2026-Q1 |
| Betterment LLC added | 5,943 | $218K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 5,898 | $217K | 0.1% | 2026-Q1 |
| Revisor Wealth Management LLC | 5,869 | $216K | 0.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 5,860 | $215K | 0.1% | 2026-Q1 |
| Emergent Wealth Advisors, LLC trimmed | 5,529 | $203K | 0.1% | 2026-Q1 |
| CX Institutional added | 5,489 | $202K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 4,502 | $166K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC | 4,290 | $158K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 168,973 | $6M | 2.2% | 2025-Q4 stale |
| Cable Hill Partners, LLC added | 131,725 | $4M | 1.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 67,242 | $2M | 0.8% | 2025-Q2 stale |
| Tolleson Wealth Management, Inc. trimmed | 60,308 | $2M | 0.8% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 50,525 | $2M | 0.7% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 47,508 | $1M | 0.5% | 2025-Q1 stale |
| Private Advisor Group, LLC trimmed | 41,137 | $1M | 0.5% | 2025-Q2 stale |
| Better Money Decisions, LLC added | 27,458 | $912K | 0.3% | 2025-Q2 stale |
| Verus Advisory, Inc. new | 19,239 | $686K | 0.2% | 2025-Q4 stale |
| Sepio Capital, LP trimmed | 18,209 | $648K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 10,550 | $377K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 10,240 | $364K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 9,777 | $347K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,339 | $298K | 0.1% | 2025-Q3 stale |
| LOCKERMAN FINANCIAL GROUP, INC. trimmed | 5,729 | $204K | 0.1% | 2025-Q4 stale |
| Tortoise Investment Management, LLC | 5,206 | $186K | 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.