Who owns 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-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
22 tracked funds added or opened NUEM while 10 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
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 2026-Q1 and 2026-Q2, across 110 tracked filers holding NUEM, 44 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 NUEM 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 2
- JANE STREET GROUP, LLC$3M
- RMG Wealth Management LLC$864K
Full exits 6
- Colorado Capital Management, Inc.$9M
- Cambridge Investment Research Advisors, Inc.$7M
- Evolution Advisers, Inc.$3M
- Stewardship Advisors, LLC$1M
- Mariner, LLC$768K
- Thrivent Financial for Lutherans$581K
Largest adds
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$6M
- Wealthfront Advisers LLC$5M
- Abacus Wealth Partners, LLC$4M
- Cerity Partners OCIO LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- MORGAN STANLEY$3M
Largest trims
- COLDSTREAM CAPITAL MANAGEMENT INC$3M
- Tolleson Wealth Management, Inc.$745K
- Clarity Wealth Development LLC$562K
- OLD MISSION CAPITAL LLC$334K
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 trimmed | 1,073,878 | $46M | 16.7% | 2026-Q2 |
| Wealthfront Advisers LLC added | 892,927 | $38M | 13.9% | 2026-Q2 |
| Abacus Wealth Partners, LLC added | 624,064 | $26M | 9.7% | 2026-Q2 |
| MORGAN STANLEY added | 443,927 | $19M | 6.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 364,940 | $15M | 5.7% | 2026-Q2 |
| TFC Financial Management, Inc. trimmed | 292,478 | $12M | 4.6% | 2026-Q2 |
| Cerity Partners OCIO LLC added | 292,166 | $12M | 4.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 276,827 | $12M | 4.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 210,663 | $9M | 3.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 165,212 | $7M | 2.5% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 106,954 | $5M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 102,623 | $4M | 1.6% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 91,564 | $4M | 1.4% | 2026-Q2 |
| UBS Group AG added | 88,552 | $4M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 82,237 | $3M | 1.3% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 80,896 | $3M | 1.3% | 2026-Q2 |
| Corient Private Wealth LP added | 69,906 | $3M | 1.1% | 2026-Q2 |
| Creative Planning trimmed | 57,115 | $2M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 55,059 | $2M | 0.9% | 2026-Q2 |
| Pioneer Wealth Management Group added | 53,861 | $2M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 51,184 | $2M | 0.8% | 2026-Q2 |
| CGC Financial Services, LLC trimmed | 46,712 | $2M | 0.7% | 2026-Q2 |
| Clarity Wealth Development LLC trimmed | 36,973 | $2M | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 36,884 | $2M | 0.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 36,346 | $2M | 0.6% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 34,096 | $1M | 0.5% | 2026-Q2 |
| Westfuller Advisors, LLC trimmed | 31,661 | $1M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 29,795 | $1M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 29,497 | $1M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 28,954 | $1M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 28,507 | $1M | 0.4% | 2026-Q2 |
| CHOREO, LLC | 27,940 | $1M | 0.4% | 2026-Q2 |
| RMG Wealth Management LLC new | 25,288 | $864K | 0.3% | 2026-Q2 |
| Cascade Financial Partners, LLC | 25,000 | $1M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 24,250 | $1M | 0.4% | 2026-Q2 |
| &PARTNERS added | 22,910 | $972K | 0.4% | 2026-Q2 |
| HM PAYSON & CO added | 22,407 | $951K | 0.3% | 2026-Q2 |
| WHITTIER TRUST CO | 22,244 | $930K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 20,280 | $861K | 0.3% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 19,951 | $847K | 0.3% | 2026-Q2 |
| McNamara Financial Services, Inc. trimmed | 19,910 | $845K | 0.3% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC | 19,239 | $816K | 0.3% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 18,267 | $775K | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 17,183 | $729K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 13,822 | $587K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 12,343 | $524K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 11,349 | $482K | 0.2% | 2026-Q2 |
| First Pacific Financial trimmed | 11,285 | $479K | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 11,173 | $474K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 10,820 | $459K | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC | 10,526 | $447K | 0.2% | 2026-Q2 |
| Davis Wealth Advisors, LLC trimmed | 10,280 | $436K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 10,218 | $434K | 0.2% | 2026-Q2 |
| RVW Wealth, LLC | 9,835 | $417K | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 9,769 | $415K | 0.2% | 2026-Q2 |
| ASPIRIANT, LLC | 9,622 | $408K | 0.1% | 2026-Q2 |
| Carson Advisory Inc. | 7,861 | $334K | 0.1% | 2026-Q2 |
| Brooklyn FI, LLC | 7,723 | $314K | 0.1% | 2026-Q2 |
| PFG Investments, LLC new | 7,616 | $323K | 0.1% | 2026-Q2 |
| MSH Capital Advisors LLC | 7,550 | $320K | 0.1% | 2026-Q2 |
| UMB Bank, n.a. | 7,537 | $320K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 7,430 | $315K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,386 | $313K | 0.1% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. | 7,351 | $312K | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. trimmed | 7,269 | $308K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 7,115 | $302K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 7,083 | $301K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,853 | $291K | 0.1% | 2026-Q2 |
| Sound Stewardship, LLC | 6,702 | $284K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 6,366 | $270K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 6,286 | $267K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,221 | $264K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 6,192 | $263K | 0.1% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 6,073 | $250K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC | 5,869 | $249K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 5,790 | $246K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 5,584 | $237K | 0.1% | 2026-Q2 |
| Emergent Wealth Advisors, LLC | 5,529 | $235K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 5,123 | $217K | 0.1% | 2026-Q2 |
| Maia Wealth LLC new | 4,716 | $200K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC | 4,502 | $191K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 4,398 | $187K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 3,734 | $158K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,843 | $121K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,963 | $83K | 0.0% | 2026-Q2 |
| Bear Mountain Capital, Inc. | 1,755 | $72K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 1,647 | $70K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,370 | $57K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC added | 1,272 | $54K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 1,258 | $53K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,245 | $53K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 978 | $42K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 963 | $41K | 0.0% | 2026-Q2 |
| Quaker Wealth Management, LLC | 917 | $39K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 889 | $38K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 819 | $35K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 690 | $29K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 636 | $27K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 473 | $20K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 330 | $13K | 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.