Among active 13F managers last quarter, 1 opened and 18 added, while 13 reduced; the largest holder to move was CGN Advisors LLC (+6.8%).
113 tracked 13F filers disclose a position in NUBD as of the latest SEC 13F filings, a combined $266.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.0M | $43.8M | ▲+3.7% Added · +70K sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | 1.6M | $36.5M | ▲+3.3% Added · +53K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 1.5M | $34.2M | ▲+167% Added · +965K sh | Q1 2026 | |
| 4 | WCG Wealth Advisors LLC | 761K | $16.9M | ▲+2.3% Added · +17K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 497K | $11.0M | ▲+4.7% Added · +22K sh | Q1 2026 | |
| 6 | CGN Advisors LLC | 453K | $10.0M | ▲+6.8% Added · +29K sh | Q2 2026 | |
| 7 | Composition Wealth, LLC | 426K | $9.4M | ▲+6.2% Added · +25K sh | Q2 2026 | |
| 8 | Focus Partners Wealth | 316K | $7.0M | ▲~0% Added · +118 sh | Q1 2026 | |
| 9 | Westfuller Advisors, LLC | 313K | $6.9M | ▼−1.2% Reduced · −4K sh | Q2 2026 | |
| 10 | Koss-Olinger Consulting, LLC | 302K | $6.7M | ▲+7.0% Added · +20K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 263K | $5.8M | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 12 | Perigon Wealth Management, LLC | 185K | $4.1M | ▼−9.4% Reduced · −19K sh | Q2 2026 | |
| 13 | AssetMark, Inc | 180K | $4.0M | ▼−8.4% Reduced · −17K sh | Q2 2026 | |
| 14 | Boston Standard Wealth Management, LLC | 150K | $3.3M | ▲+12% Added · +16K sh | Q2 2026 | |
| 15 | XY Planning Network, Inc. | 143K | $3.2M | ▲+183% Added · +93K sh | Q2 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | 143K | $3.2M | ▼−16% Reduced · −28K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 133K | $3.0M | ▲+14% Added · +16K sh | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | 127K | $2.8M | ▲+14% Added · +15K sh | Q2 2026 | |
| 19 | Wells Fargo & Company | 126K | $2.8M | ▲+8.2% Added · +10K sh | Q1 2026 | |
| 20 | Retirement Capital Strategies | 125K | $2.8M | ▲+0.1% Added · +136 sh | Q2 2026 | |
| 21 | UBS Group AG | 123K | $2.7M | ▲+48% Added · +40K sh | Q1 2026 | |
| 22 | Mayport, LLC | 94K | $2.1M | —Held | Q2 2026 | |
| 23 | UMB Bank, n.a. | 88K | $1.9M | ▼−0.9% Reduced · −809 sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | 79K | $1.8M | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 25 | MML Investors Services, LLC | 72K | $1.6M | ▲+7.1% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in NUBD and 18 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 48 funds | $5.2B |
| Nvidia CorpNVDA | 48 funds | $4.8B |
| Amazon.com IncAMZN | 48 funds | $4.1B |
| Microsoft CorpMSFT | 48 funds | $3.6B |
| Alphabet Inc-CL AGOOGL | 48 funds | $2.3B |
| Alphabet Inc-CL CGOOG | 48 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $1.2B |
| Tesla IncTSLA | 47 funds | $1.1B |
| Johnson & JohnsonJNJ | 47 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 46 funds | $17.2B |
| Eli Lilly & CoLLY | 46 funds | $1.8B |
| JPMorgan Chase & CoJPM | 46 funds | $1.5B |
Ranked by how many of NUBD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NUBD.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 294 funds | $1.9B |
| NULVmc | 258 funds | $1.6B |
| NUSCcommon | 245 funds | $971.2M |
| NUDMcommon | 140 funds | $471.3M |
| NUMGmc | 126 funds | $251.5M |
| NUMVmc | 122 funds | $334.3M |
| NUBDthis pageUIT EXCHANGE TRADED | 113 funds | $266.7M |
| NUEMcommon | 109 funds | $254.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NUBD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NUBD/capital-change-brief"
Use Arkolith's capital_change_brief for NUBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NUBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.