Who owns NUMV
Which tracked institutional funds hold NUMV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUMV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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
17 tracked funds added or opened NUMV while 11 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
NUMV’s largest tracked holder by dollar value, MORGAN STANLEY, 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 NUMV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NUMV 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 132 tracked filers holding NUMV, 66 increased or opened the position and 49 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 NUMV 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$34M
- CANANDAIGUA NATIONAL CORP$2M
- GOLDMAN SACHS GROUP INC$2M
- Tower Research Capital LLC (TRC)$516K
- CITADEL ADVISORS LLC$502K
Full exits 2
- CANANDAIGUA NATIONAL BANK & TRUST CO$2M
- SageView Advisory Group, LLC$626K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$2M
- &PARTNERS$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- WELLS FARGO & COMPANY/MN$1M
- JONES FINANCIAL COMPANIES LLLP$1M
- ROYAL BANK OF CANADA$737K
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$36M
- LPL Financial LLC$17M
- RAYMOND JAMES FINANCIAL INC$6M
- MORGAN STANLEY$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- NewEdge Advisors, LLC$642K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,422,988 | $55M | 16.8% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 1,012,695 | $39M | 11.9% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 870,175 | $34M | 10.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 588,034 | $23M | 6.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 561,111 | $22M | 6.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 387,285 | $15M | 4.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 285,944 | $11M | 3.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 267,291 | $10M | 3.2% | 2026-Q1 |
| UBS Group AG added | 264,743 | $10M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 190,203 | $7M | 2.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 180,297 | $7M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 177,246 | $7M | 2.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 165,825 | $6M | 2.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 167,001 | $6M | 1.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 153,607 | $6M | 1.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 108,909 | $4M | 1.3% | 2026-Q1 |
| Creative Planning | 100,641 | $4M | 1.2% | 2026-Q1 |
| &PARTNERS added | 91,749 | $4M | 1.1% | 2026-Q1 |
| Fiduciary Trust Co | 81,670 | $3M | 1.0% | 2026-Q1 |
| Invera Wealth Advisors, LLC trimmed | 58,153 | $2M | 0.7% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 57,350 | $2M | 0.7% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP new | 47,243 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 45,095 | $2M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 43,874 | $2M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 43,164 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 43,074 | $2M | 0.5% | 2026-Q1 |
| Opes Wealth Management LLC added | 38,345 | $1M | 0.5% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 34,510 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 35,149 | $1M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 30,709 | $1M | 0.4% | 2026-Q1 |
| rebel Financial LLC added | 29,769 | $1M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 29,486 | $1M | 0.3% | 2026-Q1 |
| Revolve Wealth Partners, LLC added | 29,055 | $1M | 0.3% | 2026-Q1 |
| Heritage Wealth Advisors added | 26,854 | $1M | 0.3% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 26,704 | $1M | 0.3% | 2026-Q1 |
| WealthShield Partners, LLC added | 23,484 | $910K | 0.3% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 21,860 | $848K | 0.3% | 2026-Q1 |
| CENTRAL TRUST Co added | 20,436 | $792K | 0.2% | 2026-Q1 |
| Addison Advisors LLC added | 19,619 | $761K | 0.2% | 2026-Q1 |
| Parkside Financial Bank & Trust | 19,180 | $744K | 0.2% | 2026-Q1 |
| Fingerlakes Wealth Management, Inc. added | 19,134 | $742K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 18,702 | $725K | 0.2% | 2026-Q1 |
| Carson Advisory Inc. trimmed | 18,070 | $701K | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 18,007 | $698K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,857 | $692K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 17,379 | $674K | 0.2% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 17,113 | $663K | 0.2% | 2026-Q1 |
| VICUS CAPITAL trimmed | 17,083 | $662K | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 16,768 | $650K | 0.2% | 2026-Q1 |
| Neumann Capital Management, LLC added | 16,180 | $627K | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 14,636 | $567K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 13,503 | $524K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 13,307 | $516K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 13,205 | $512K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,940 | $502K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC | 12,918 | $501K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 12,723 | $493K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 12,163 | $472K | 0.1% | 2026-Q1 |
| COMMERCE BANK trimmed | 11,931 | $463K | 0.1% | 2026-Q1 |
| PFG Investments, LLC new | 11,632 | $451K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC | 11,450 | $444K | 0.1% | 2026-Q1 |
| Betterment LLC added | 11,422 | $443K | 0.1% | 2026-Q1 |
| Private Wealth Management Group, LLC added | 10,727 | $416K | 0.1% | 2026-Q1 |
| Simmons Bank trimmed | 10,643 | $413K | 0.1% | 2026-Q1 |
| Trust Co trimmed | 10,276 | $398K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 10,001 | $388K | 0.1% | 2026-Q1 |
| Cornerstone Financial Management LLC trimmed | 9,388 | $364K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 9,299 | $361K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 9,144 | $355K | 0.1% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 9,049 | $351K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 8,972 | $348K | 0.1% | 2026-Q1 |
| Falcon Wealth Planning trimmed | 8,828 | $342K | 0.1% | 2026-Q1 |
| CX Institutional added | 8,607 | $334K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 8,306 | $322K | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 7,938 | $308K | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 7,900 | $306K | 0.1% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC trimmed | 7,051 | $273K | 0.1% | 2026-Q1 |
| McAdam, LLC added | 6,896 | $267K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 6,688 | $259K | 0.1% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 6,652 | $258K | 0.1% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 6,280 | $243K | 0.1% | 2026-Q1 |
| Summit Financial, LLC new | 6,280 | $243K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 5,860 | $227K | 0.1% | 2026-Q1 |
| STAGE HARBOR FINANCIAL, LLC | 5,755 | $223K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,723 | $222K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,665 | $222K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 5,073 | $211K | 0.1% | 2026-Q1 |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 47,083 | $2M | 0.6% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 21,190 | $724K | 0.2% | 2025-Q3 stale |
| SageView Advisory Group, LLC added | 16,000 | $626K | 0.2% | 2025-Q4 stale |
| Fifth Third Wealth Advisors LLC | 11,510 | $450K | 0.1% | 2025-Q4 stale |
| Evergreen Private Wealth LLC trimmed | 8,407 | $329K | 0.1% | 2025-Q4 stale |
| Equitable Holdings, Inc. added | 7,980 | $309K | 0.1% | 2025-Q3 stale |
| LongView Asset Management LLC trimmed | 8,032 | $290K | 0.1% | 2025-Q2 stale |
| RMG Wealth Management LLC new | 11,818 | $257K | 0.1% | 2025-Q4 stale |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 6,540 | $236K | 0.1% | 2025-Q2 stale |
| ERTS Wealth Advisors, LLC trimmed | 6,800 | $233K | 0.1% | 2025-Q1 stale |
| Institute for Wealth Management, LLC. added | 5,803 | $227K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV | 6,572 | $225K | 0.1% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 5,463 | $214K | 0.1% | 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.
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.