Who owns NUSC
Which tracked institutional funds hold NUSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUSC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
32 tracked funds added or opened NUSC while 22 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
NUSC’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 NUSC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NUSC 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 265 tracked filers holding NUSC, 114 increased or opened the position and 117 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 NUSC 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
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$57M
- GOLDMAN SACHS GROUP INC$1M
- CITADEL ADVISORS LLC$1M
- Napier Financial, LLC$1M
- Independent Advisor Alliance$802K
- Affiance Financial, LLC$695K
Full exits 6
- TrueWealth Financial Partners$6M
- LongView Asset Management LLC$4M
- Envestnet Portfolio Solutions, Inc.$2M
- SageView Advisory Group, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Sage Advisory Services, Ltd.Co.$579K
Largest adds
- UBS Group AG$18M
- MERCER GLOBAL ADVISORS INC /ADV$12M
- LPL Financial LLC$10M
- EP Wealth Advisors, LLC$4M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- BANK OF AMERICA CORP /DE/$100M
- TIAA TRUST, NATIONAL ASSOCIATION$60M
- RAYMOND JAMES FINANCIAL INC$6M
- NewEdge Advisors, LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Klaas Financial Asset Advisors, 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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 3,877,278 | $175M | 19.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,721,326 | $78M | 8.4% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 1,434,429 | $65M | 7.0% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,253,960 | $57M | 6.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,055,104 | $48M | 5.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,046,067 | $47M | 5.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 830,709 | $37M | 4.1% | 2026-Q1 |
| LPL Financial LLC added | 819,749 | $37M | 4.0% | 2026-Q1 |
| UBS Group AG added | 743,707 | $34M | 3.6% | 2026-Q1 |
| Boston Common Asset Management, LLC trimmed | 424,782 | $19M | 2.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 359,913 | $16M | 1.8% | 2026-Q1 |
| North Berkeley Wealth Management, LLC added | 293,851 | $13M | 1.4% | 2026-Q1 |
| First Pacific Financial trimmed | 265,032 | $12M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 262,445 | $12M | 1.3% | 2026-Q1 |
| ASSETMARK, INC added | 261,816 | $12M | 1.3% | 2026-Q1 |
| Creative Planning added | 260,458 | $12M | 1.3% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 222,001 | $10M | 1.1% | 2026-Q1 |
| FMR LLC added | 220,246 | $10M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 212,056 | $10M | 1.0% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 181,617 | $8M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 167,749 | $8M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 149,425 | $7M | 0.7% | 2026-Q1 |
| Allworth Financial LP trimmed | 136,208 | $6M | 0.7% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 134,754 | $6M | 0.7% | 2026-Q1 |
| DeDora Capital, Inc. added | 134,321 | $6M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 130,590 | $6M | 0.6% | 2026-Q1 |
| True Blue Financial, LLC added | 128,062 | $6M | 0.6% | 2026-Q1 |
| Allodium Investment Consultants, LLC trimmed | 122,706 | $6M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 116,448 | $5M | 0.6% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. added | 112,146 | $5M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 109,733 | $5M | 0.5% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 106,089 | $5M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 104,994 | $5M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 101,769 | $5M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 97,917 | $4M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 85,153 | $4M | 0.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 83,680 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 82,228 | $4M | 0.4% | 2026-Q1 |
| BSW Wealth Partners trimmed | 80,351 | $4M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 82,285 | $4M | 0.4% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 75,601 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 71,301 | $3M | 0.3% | 2026-Q1 |
| Clarity Wealth Development LLC added | 71,281 | $3M | 0.3% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 65,048 | $3M | 0.3% | 2026-Q1 |
| SilverOak Wealth Management LLC added | 61,746 | $3M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 58,824 | $3M | 0.3% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 58,335 | $3M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 57,047 | $3M | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 54,686 | $2M | 0.3% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 54,506 | $2M | 0.3% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC trimmed | 51,511 | $2M | 0.3% | 2026-Q1 |
| XY Planning Network, Inc. added | 50,553 | $2M | 0.2% | 2026-Q1 |
| IMPACTfolio, LLC added | 45,625 | $2M | 0.2% | 2026-Q1 |
| Corundum Group, Inc. trimmed | 45,349 | $2M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 42,812 | $2M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 42,076 | $2M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | 41,898 | $2M | 0.2% | 2026-Q1 |
| Xena Financial Planning, LLC added | 40,496 | $2M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 39,385 | $2M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 39,021 | $2M | 0.2% | 2026-Q1 |
| Stonehearth Capital Management, LLC trimmed | 39,119 | $2M | 0.2% | 2026-Q1 |
| Westfuller Advisors, LLC added | 36,681 | $2M | 0.2% | 2026-Q1 |
| HM PAYSON & CO added | 35,392 | $2M | 0.2% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 33,119 | $1M | 0.2% | 2026-Q1 |
| WealthShield Partners, LLC added | 32,555 | $1M | 0.2% | 2026-Q1 |
| Pioneer Wealth Management Group trimmed | 32,445 | $1M | 0.2% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 32,388 | $1M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC | 32,283 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 31,992 | $1M | 0.2% | 2026-Q1 |
| Stewardship Advisors, LLC added | 31,168 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 30,939 | $1M | 0.2% | 2026-Q1 |
| Brio Consultants, LLC added | 26,863 | $1M | 0.1% | 2026-Q1 |
| Equita Financial Network, Inc. added | 28,289 | $1M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 27,804 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 27,028 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 27,398 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 26,667 | $1M | 0.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 26,150 | $1M | 0.1% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 25,358 | $1M | 0.1% | 2026-Q1 |
| SGL Investment Advisors, Inc. added | 22,845 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 24,008 | $1M | 0.1% | 2026-Q1 |
| Neumann Capital Management, LLC trimmed | 23,519 | $1M | 0.1% | 2026-Q1 |
| Napier Financial, LLC new | 22,931 | $1M | 0.1% | 2026-Q1 |
| Diversified Enterprises, LLC added | 22,218 | $1M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 22,010 | $992K | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 21,863 | $985K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. added | 21,187 | $955K | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 20,979 | $945K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 20,442 | $921K | 0.1% | 2026-Q1 |
| Evolution Advisers, Inc. added | 20,220 | $911K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,083 | $905K | 0.1% | 2026-Q1 |
| TrueWealth Financial Partners new | 124,591 | $6M | 0.6% | 2025-Q4 stale |
| LongView Asset Management LLC trimmed | 91,374 | $4M | 0.4% | 2025-Q4 stale |
| Cable Hill Partners, LLC added | 107,029 | $4M | 0.4% | 2025-Q1 stale |
| Financial Connections Group, Inc. added | 95,002 | $2M | 0.3% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. added | 42,417 | $2M | 0.2% | 2025-Q4 stale |
| SageView Advisory Group, LLC added | 41,011 | $2M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 33,271 | $1M | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,885 | $1M | 0.1% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC new | 27,685 | $1M | 0.1% | 2025-Q1 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.