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-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
63 tracked funds added or opened NUSC while 25 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
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 2026-Q1 and 2026-Q2, across 251 tracked filers holding NUSC, 117 increased or opened the position and 120 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 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 3
- TWO SIGMA INVESTMENTS, LP$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Colter Lewis Investment Partners LLC$761K
Full exits 15
- Colorado Capital Management, Inc.$6M
- Palisades Hudson Asset Management, L.P.$5M
- Cambridge Investment Research Advisors, Inc.$3M
- XY Planning Network, Inc.$2M
- WealthShield Partners, LLC$1M
- HighTower Advisors, LLC$1M
Largest adds
- UBS Group AG$21M
- MERCER GLOBAL ADVISORS INC /ADV$17M
- Abacus Wealth Partners, LLC$16M
- MISSION WEALTH MANAGEMENT, LP$8M
- ROYAL BANK OF CANADA$8M
- Bank of New York Mellon Corp$7M
Largest trims
- BANK OF AMERICA CORP /DE/$73M
- COLDSTREAM CAPITAL MANAGEMENT INC$3M
- True Blue Financial, LLC$3M
- Clarity Wealth Development LLC$1M
- Mariner, LLC$1M
- GOLDMAN SACHS GROUP INC$977K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,948,385 | $102M | 10.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,809,595 | $94M | 9.8% | 2026-Q2 |
| Abacus Wealth Partners, LLC added | 1,546,982 | $81M | 8.4% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 1,191,187 | $62M | 6.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,058,129 | $55M | 5.8% | 2026-Q2 |
| UBS Group AG added | 1,048,387 | $55M | 5.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,037,858 | $54M | 5.6% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 876,476 | $46M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 838,353 | $44M | 4.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 446,466 | $23M | 2.4% | 2026-Q2 |
| Boston Common Asset Management, LLC trimmed | 419,630 | $22M | 2.3% | 2026-Q2 |
| North Berkeley Wealth Management, LLC added | 294,384 | $15M | 1.6% | 2026-Q2 |
| First Pacific Financial trimmed | 260,637 | $14M | 1.4% | 2026-Q2 |
| Creative Planning trimmed | 259,819 | $14M | 1.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 257,008 | $13M | 1.4% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 237,572 | $12M | 1.3% | 2026-Q2 |
| FMR LLC trimmed | 217,124 | $11M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 216,566 | $11M | 1.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 213,052 | $11M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 169,185 | $9M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 150,593 | $8M | 0.8% | 2026-Q2 |
| Allworth Financial LP added | 138,301 | $7M | 0.8% | 2026-Q2 |
| DeDora Capital, Inc. added | 135,160 | $7M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 133,454 | $7M | 0.7% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 130,437 | $7M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 127,194 | $7M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 121,900 | $6M | 0.7% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 121,636 | $6M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 114,112 | $6M | 0.6% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 109,636 | $6M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 108,786 | $6M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 104,243 | $5M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 101,563 | $5M | 0.6% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 94,514 | $5M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 88,259 | $5M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 85,607 | $4M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 82,714 | $4M | 0.4% | 2026-Q2 |
| Rossby Financial, LCC added | 77,279 | $4M | 0.4% | 2026-Q2 |
| BSW Wealth Partners trimmed | 68,509 | $4M | 0.4% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 66,431 | $3M | 0.4% | 2026-Q2 |
| True Blue Financial, LLC trimmed | 62,651 | $3M | 0.3% | 2026-Q2 |
| SilverOak Wealth Management LLC added | 62,225 | $3M | 0.3% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 59,252 | $3M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 58,824 | $3M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 57,514 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 57,358 | $3M | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 54,793 | $3M | 0.3% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 54,209 | $3M | 0.3% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 51,152 | $3M | 0.3% | 2026-Q2 |
| Westfuller Advisors, LLC added | 50,276 | $3M | 0.3% | 2026-Q2 |
| IMPACTfolio, LLC added | 46,108 | $2M | 0.3% | 2026-Q2 |
| Xena Financial Planning, LLC added | 43,965 | $2M | 0.2% | 2026-Q2 |
| Corundum Group, Inc. trimmed | 43,317 | $2M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO | 42,812 | $2M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC added | 42,145 | $2M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC | 41,898 | $2M | 0.2% | 2026-Q2 |
| Pioneer Wealth Management Group added | 41,537 | $2M | 0.2% | 2026-Q2 |
| Clarity Wealth Development LLC trimmed | 40,258 | $2M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC added | 39,304 | $2M | 0.2% | 2026-Q2 |
| Stonehearth Capital Management, LLC trimmed | 37,711 | $2M | 0.2% | 2026-Q2 |
| HM PAYSON & CO added | 35,693 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 34,459 | $2M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 32,766 | $2M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 32,674 | $2M | 0.2% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 32,377 | $2M | 0.2% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 32,305 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 32,298 | $2M | 0.2% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 30,329 | $2M | 0.2% | 2026-Q2 |
| Equita Financial Network, Inc. added | 30,159 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 28,053 | $1M | 0.2% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 27,961 | $1M | 0.2% | 2026-Q2 |
| One Capital Management, LLC | 27,804 | $1M | 0.1% | 2026-Q2 |
| Brio Consultants, LLC added | 27,162 | $1M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 25,301 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 23,020 | $1M | 0.1% | 2026-Q2 |
| Napier Financial, LLC trimmed | 22,903 | $1M | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC added | 22,855 | $1M | 0.1% | 2026-Q2 |
| SGL Investment Advisors, Inc. trimmed | 22,679 | $1M | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 22,610 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 21,932 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 21,389 | $1M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 20,700 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,519 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 19,235 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,089 | $995K | 0.1% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 18,774 | $978K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,738 | $977K | 0.1% | 2026-Q2 |
| VICUS CAPITAL trimmed | 18,555 | $967K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC | 18,358 | $957K | 0.1% | 2026-Q2 |
| &PARTNERS added | 17,452 | $910K | 0.1% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 16,890 | $880K | 0.1% | 2026-Q2 |
| Midwest Trust Co | 16,700 | $870K | 0.1% | 2026-Q2 |
| McCartney Wealth Management LLC added | 16,345 | $852K | 0.1% | 2026-Q2 |
| BOKF, NA added | 16,005 | $834K | 0.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc trimmed | 15,918 | $830K | 0.1% | 2026-Q2 |
| Affiance Financial, LLC added | 15,624 | $814K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 15,083 | $786K | 0.1% | 2026-Q2 |
| Colter Lewis Investment Partners LLC new | 14,595 | $761K | 0.1% | 2026-Q2 |
| TriaGen Wealth Management LLC trimmed | 14,447 | $753K | 0.1% | 2026-Q2 |
| Shotwell Rutter Baer Inc trimmed | 14,409 | $751K | 0.1% | 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.