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Institutional Ownership · SEC Form 13F

Who owns NUKZ (NUKZ)


Which tracked institutional funds hold NUKZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUKZ 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.

168
Institutional holders
2,406,678
Shares held (tracked funds)

How the tape is positioned

34 tracked funds added or opened NUKZ while 17 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

NUKZ’s largest tracked holder by dollar value, Cetera Investment Advisers, 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 NUKZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in NUKZ 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 168 tracked filers holding NUKZ, 103 increased or opened the position and 50 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 NUKZ 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 6

  • Prime Capital Investment Advisors, LLC$7M
  • Brookstone Capital Management$3M
  • Arkadios Wealth Advisors$3M
  • GTS SECURITIES LLC$1M
  • HB Wealth Management, LLC$712K
  • Sidoxia Capital Management, LLC$643K

Full exits 7

  • FISCHER INVESTMENT STRATEGIES, LLC$5M
  • Trek Financial, LLC$2M
  • OLD MISSION CAPITAL LLC$1M
  • JANE STREET GROUP, LLC$1M
  • Financial Sense Advisors, Inc.$765K
  • Belvedere Trading LLC$639K

Largest adds

  • Main Street Group, LTD$3M
  • HighTower Advisors, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Cetera Investment Advisers$1M
  • Kestra Advisory Services, LLC$1M
  • StoneX Group Inc.$1M

Largest trims

  • BREAKTHRU ADVISORY SERVICES, LLC$10M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
  • CoreCap Advisors, LLC$2M
  • UBS Group AG$2M
  • Mutual Advisors, LLC$2M
  • INDEPENDENT FINANCIAL GROUP, LLC$1M

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).

FundSharesReported value% of valueQuarter
Cetera Investment Advisers added196,278$13M7.2%2026-Q1
Silverleafe Capital Partners, LLC added141,334$9M5.2%2026-Q1
Prime Capital Investment Advisors, LLC new102,995$7M3.8%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed87,221$6M3.2%2026-Q1
Main Street Group, LTD added83,185$5M3.1%2026-Q1
HBW ADVISORY SERVICES LLC added82,843$5M3.1%2026-Q1
HighTower Advisors, LLC added75,504$5M2.8%2026-Q1
Mutual Advisors, LLC trimmed67,707$4M2.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added66,614$4M2.5%2026-Q1
OSAIC HOLDINGS, INC. added64,471$4M2.4%2026-Q1
Fiduciary Alliance LLC added57,724$4M2.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added58,577$4M2.2%2026-Q1
PARK AVENUE SECURITIES LLC added49,080$3M1.8%2026-Q1
HERBST GROUP, LLC trimmed48,481$3M1.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added45,557$3M1.7%2026-Q1
Brookstone Capital Management new45,396$3M1.7%2026-Q1
Arkadios Wealth Advisors new44,039$3M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added41,040$3M1.5%2026-Q1
Kestra Advisory Services, LLC added39,665$3M1.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added36,661$2M1.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed32,728$2M1.2%2026-Q1
StoneX Group Inc. added32,079$2M1.2%2026-Q1
JAMES INVESTMENT RESEARCH, INC. added31,807$2M1.2%2026-Q1
RAINIER FAMILY WEALTH INC trimmed31,477$2M1.2%2026-Q1
Midwest Financial Partners Investments, Inc. added26,211$2M1.0%2026-Q1
STIFEL FINANCIAL CORP added26,161$2M1.0%2026-Q1
Visionary Wealth Advisors added25,278$2M0.9%2026-Q1
CITADEL ADVISORS LLC trimmed24,989$2M0.9%2026-Q1
OPPENHEIMER & CO INC added21,294$1M0.8%2026-Q1
Financial Partners Group, Inc trimmed21,075$1M0.8%2026-Q1
Dakota Wealth Management added20,917$1M0.8%2026-Q1
TRUIST FINANCIAL CORP added20,011$1M0.7%2026-Q1
ROYAL BANK OF CANADA added19,781$1M0.7%2026-Q1
Solutions 4 Wealth, Ltd added19,773$1M0.7%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added18,372$1M0.7%2026-Q1
Accel Wealth Management added18,343$1M0.7%2026-Q1
OneAscent Financial Services LLC added17,939$1M0.7%2026-Q1
GTS SECURITIES LLC trimmed17,920$1M0.7%2026-Q1
Waverly Advisors, LLC added17,177$1M0.6%2026-Q1
BREAKTHRU ADVISORY SERVICES, LLC trimmed16,004$1M0.6%2026-Q1
Essex Financial Services, Inc. added15,881$1M0.6%2026-Q1
WASHINGTON GROWTH STRATEGIES LLC14,490$953K0.5%2026-Q1
Prospera Financial Services Inc added14,462$951K0.5%2026-Q1
Somerset Trust Co added14,253$937K0.5%2026-Q1
Summit Financial, LLC trimmed13,341$877K0.5%2026-Q1
Institute for Wealth Management, LLC. added12,773$840K0.5%2026-Q1
Steward Partners Investment Advisory, LLC added12,367$813K0.5%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV added10,643$784K0.4%2026-Q1
CALTON & ASSOCIATES, INC. added11,473$755K0.4%2026-Q1
HB Wealth Management, LLC new10,820$712K0.4%2026-Q1
Apollon Wealth Management, LLC trimmed10,678$702K0.4%2026-Q1
WealthBridge Capital Management, LLC added10,640$700K0.4%2026-Q1
Snowden Capital Advisors LLC added10,300$677K0.4%2026-Q1
Fort Point Capital Partners LLC10,275$676K0.4%2026-Q1
Pathstone Holdings, LLC10,067$662K0.4%2026-Q1
CMC Financial Group trimmed9,854$648K0.4%2026-Q1
Sidoxia Capital Management, LLC new9,777$643K0.4%2026-Q1
Resurgent Financial Advisors LLC added9,684$637K0.4%2026-Q1
Kovack Advisors, Inc. trimmed9,009$593K0.3%2026-Q1
CENTAURUS FINANCIAL, INC. added8,727$574K0.3%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added8,646$569K0.3%2026-Q1
SeaCrest Wealth Management, LLC added8,646$569K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added7,852$516K0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added7,633$511K0.3%2026-Q1
Creative Planning added7,370$485K0.3%2026-Q1
RETIREMENT PLANNING GROUP, LLC / NY new7,296$480K0.3%2026-Q1
HHM Wealth Advisors, LLC added7,166$471K0.3%2026-Q1
Almanack Investment Partners, LLC. added7,094$467K0.3%2026-Q1
VICTORY FINANCIAL GROUP, LLC added6,915$455K0.3%2026-Q1
Baer Investment Advisory LLC new6,915$455K0.3%2026-Q1
Banque Cantonale Vaudoise trimmed6,711$441K0.2%2026-Q1
Orion Porfolio Solutions, LLC trimmed6,504$428K0.2%2026-Q1
Ellis Investment Partners, LLC added6,184$407K0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed6,080$400K0.2%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed6,060$399K0.2%2026-Q1
Moors & Cabot, Inc. added5,990$394K0.2%2026-Q1
Janney Montgomery Scott LLC added5,736$377K0.2%2026-Q1
D. E. Shaw & Co., Inc.5,690$374K0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed5,645$371K0.2%2026-Q1
Powell Investment Advisors, LLC5,600$368K0.2%2026-Q1
BENJAMIN EDWARDS INC added5,517$363K0.2%2026-Q1
Corient Private Wealth LLC added5,466$359K0.2%2026-Q1
Black Swift Group, LLC added97,615$6M3.6%2025-Q3 stale
FISCHER INVESTMENT STRATEGIES, LLC trimmed76,114$5M2.7%2025-Q4 stale
Client First Investment Management LLC new42,493$2M1.3%2025-Q2 stale
D.A. DAVIDSON & CO. new41,132$2M1.3%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added38,912$2M1.2%2025-Q2 stale
Trek Financial, LLC trimmed31,994$2M1.1%2025-Q4 stale
OLD MISSION CAPITAL LLC added20,480$1M0.7%2025-Q4 stale
MARATHON ASSET MANAGEMENT LP trimmed20,000$1M0.6%2025-Q2 stale
JANE STREET GROUP, LLC added16,069$1M0.6%2025-Q4 stale
Financial Sense Advisors, Inc. trimmed12,045$765K0.4%2025-Q4 stale
Walleye Capital LLC new11,333$641K0.4%2025-Q2 stale
Belvedere Trading LLC added10,061$639K0.4%2025-Q4 stale
FLOW TRADERS U.S. LLC new16,157$616K0.3%2025-Q1 stale
J.W. COLE ADVISORS, INC. added9,665$614K0.3%2025-Q4 stale
Per Stirling Capital Management, LLC. new7,635$497K0.3%2025-Q3 stale
INTEGRITY ALLIANCE, LLC. new7,494$476K0.3%2025-Q4 stale
Lindenwold Advisors, INC new6,553$426K0.2%2025-Q3 stale
CONSOLIDATED CAPITAL MANAGEMENT, LLC new6,156$391K0.2%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership