Who owns NUV
Which tracked institutional funds hold NUV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUV 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.
How the tape is positioned
17 tracked funds added or opened NUV while 15 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
NUV’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes NUV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NUV 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 229 tracked filers holding NUV, 98 increased or opened the position and 86 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 NUV 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 1
- EHRLICH FINANCIAL GROUP$1M
Full exits 4
- RIVERNORTH CAPITAL MANAGEMENT, LLC$6M
- SEVEN MILE ADVISORY$4M
- Tortoise Investment Management, LLC$1M
- ROBINSON CAPITAL MANAGEMENT, LLC$774K
Largest adds
- GUGGENHEIM CAPITAL LLC$3M
- JONES FINANCIAL COMPANIES LLLP$2M
- Orca Wealth Management, LLC$1M
- BAR HARBOR WEALTH MANAGEMENT$855K
- Hennion & Walsh Asset Management, Inc.$723K
- BENJAMIN EDWARDS INC$710K
Largest trims
- Focus Partners Wealth$17M
- 1607 Capital Partners, LLC$12M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- UBS Group AG$2M
- Granby Capital Management, LLC$2M
- Congress Park Capital 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 |
|---|---|---|---|---|
| UBS Group AG trimmed | 7,063,225 | $63M | 15.8% | 2026-Q1 |
| MORGAN STANLEY added | 4,508,563 | $41M | 10.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 2,914,499 | $26M | 6.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 2,440,081 | $22M | 5.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,201,614 | $20M | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,085,136 | $19M | 4.7% | 2026-Q1 |
| LPL Financial LLC added | 1,154,191 | $10M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,109,205 | $10M | 2.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,066,246 | $10M | 2.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 993,172 | $9M | 2.2% | 2026-Q1 |
| Granby Capital Management, LLC trimmed | 836,112 | $8M | 1.9% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 740,768 | $7M | 1.7% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 683,151 | $6M | 1.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 667,790 | $6M | 1.5% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 624,720 | $6M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 620,206 | $6M | 1.4% | 2026-Q1 |
| Congress Park Capital LLC trimmed | 594,132 | $5M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 513,250 | $5M | 1.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 476,156 | $4M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 472,560 | $4M | 1.1% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT added | 468,825 | $4M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 453,071 | $4M | 1.0% | 2026-Q1 |
| Dynamic Financial Group added | 268,377 | $2M | 0.6% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO added | 251,547 | $2M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 240,866 | $2M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 222,732 | $2M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 220,166 | $2M | 0.5% | 2026-Q1 |
| PKS Advisory Services, LLC added | 213,222 | $2M | 0.5% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 209,454 | $2M | 0.5% | 2026-Q1 |
| Cresta Advisors, Ltd. | 180,840 | $2M | 0.4% | 2026-Q1 |
| Redwood Family Wealth LLC trimmed | 163,433 | $1M | 0.4% | 2026-Q1 |
| IBEX WEALTH ADVISORS trimmed | 162,191 | $1M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 158,474 | $1M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 156,270 | $1M | 0.3% | 2026-Q1 |
| Orca Wealth Management, LLC added | 153,108 | $1M | 0.3% | 2026-Q1 |
| Blake Schutter Theil Wealth Advisors, LLC | 148,378 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 146,909 | $1M | 0.3% | 2026-Q1 |
| Mathes Company, Inc. | 145,000 | $1M | 0.3% | 2026-Q1 |
| Tandem Financial, LLC added | 139,794 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 137,427 | $1M | 0.3% | 2026-Q1 |
| Citizens National Bank Trust Department trimmed | 136,095 | $1M | 0.3% | 2026-Q1 |
| AlTi Global, Inc. | 132,210 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 132,401 | $1M | 0.3% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC added | 128,200 | $1M | 0.3% | 2026-Q1 |
| High Net Worth Advisory Group LLC added | 123,000 | $1M | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 119,091 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 115,978 | $1M | 0.3% | 2026-Q1 |
| Venturi Wealth Management, LLC added | 115,692 | $1M | 0.3% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC added | 115,028 | $1M | 0.3% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP new | 114,669 | $1M | 0.3% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 106,023 | $953K | 0.2% | 2026-Q1 |
| Broyhill Asset Management, LLC | 105,310 | $947K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 104,525 | $940K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 104,232 | $937K | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 99,688 | $896K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 99,657 | $896K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 99,019 | $890K | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 98,140 | $882K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 92,663 | $833K | 0.2% | 2026-Q1 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA trimmed | 91,275 | $821K | 0.2% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. | 90,060 | $810K | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 89,401 | $804K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 89,286 | $803K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 85,702 | $770K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 70,902 | $637K | 0.2% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC trimmed | 70,782 | $636K | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. added | 70,598 | $635K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 69,041 | $621K | 0.2% | 2026-Q1 |
| Steadtrust LLC | 66,000 | $593K | 0.1% | 2026-Q1 |
| Disciplined Investments, LLC added | 65,480 | $589K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 61,700 | $555K | 0.1% | 2026-Q1 |
| &PARTNERS added | 64,646 | $554K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 60,170 | $541K | 0.1% | 2026-Q1 |
| SHEPHERD KAPLAN KROCHUK, LLC | 60,045 | $540K | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 60,041 | $540K | 0.1% | 2026-Q1 |
| Pathway Financial Advisers, LLC added | 59,837 | $538K | 0.1% | 2026-Q1 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 59,200 | $532K | 0.1% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 55,811 | $502K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 54,223 | $487K | 0.1% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. | 54,116 | $487K | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 53,411 | $480K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 52,177 | $469K | 0.1% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 50,170 | $451K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 48,891 | $450K | 0.1% | 2026-Q1 |
| Wellington Shields Capital Management, LLC | 50,000 | $450K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC | 47,906 | $431K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 47,121 | $428K | 0.1% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC trimmed | 47,547 | $427K | 0.1% | 2026-Q1 |
| Callahan Advisors, LLC | 46,356 | $417K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 44,899 | $404K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 44,591 | $401K | 0.1% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 2,653,343 | $24M | 5.9% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 630,450 | $6M | 1.4% | 2025-Q4 stale |
| SEVEN MILE ADVISORY trimmed | 466,238 | $4M | 1.1% | 2025-Q4 stale |
| True North Advisors, LLC trimmed | 412,922 | $4M | 0.9% | 2025-Q2 stale |
| Tortoise Investment Management, LLC trimmed | 112,749 | $1M | 0.3% | 2025-Q4 stale |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 101,974 | $886K | 0.2% | 2025-Q2 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC | 85,384 | $774K | 0.2% | 2025-Q4 stale |
| Westchester Capital Management, LLC | 59,644 | $518K | 0.1% | 2025-Q2 stale |
| TrueMark Investments, LLC new | 47,200 | $424K | 0.1% | 2025-Q3 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.