93 tracked 13F filers disclose a position in NUBD as of the latest SEC 13F filings, a combined $254.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $43.8M | 2.0M | ▲+3.7% Added · +70K sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $36.5M | 1.6M | ▲+3.3% Added · +53K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $34.2M | 1.5M | ▲+167% Added · +965K sh | Q1 2026 | |
| 4 | WCG Wealth Advisors LLC | $16.9M | 761K | ▲+2.3% Added · +17K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $11.0M | 497K | ▲+4.7% Added · +22K sh | Q1 2026 | |
| 6 | CGN Advisors LLC | $10.0M | 453K | ▲+6.8% Added · +29K sh | Q2 2026 | |
| 7 | Composition Wealth, LLC | $9.4M | 426K | ▲+6.2% Added · +25K sh | Q2 2026 | |
| 8 | Focus Partners Wealth | $7.0M | 316K | ▲~0% Added · +118 sh | Q1 2026 | |
| 9 | Westfuller Advisors, LLC | $6.9M | 313K | ▼−1.2% Reduced · −4K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $5.8M | 263K | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 11 | Perigon Wealth Management, LLC | $4.5M | 204K | ▲+12% Added · +21K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $4.0M | 180K | ▼−8.4% Reduced · −17K sh | Q2 2026 | |
| 13 | Vestmark Advisory Solutions, Inc. | $3.8M | 171K | ▼−55% Reduced · −209K sh | Q1 2026 | |
| 14 | Boston Standard Wealth Management, LLC | $3.3M | 150K | ▲+12% Added · +16K sh | Q2 2026 | |
| 15 | XY Planning Network, Inc. | $3.2M | 143K | ▲+183% Added · +93K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $3.0M | 133K | ▲+14% Added · +16K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $2.8M | 126K | ▲+8.2% Added · +10K sh | Q1 2026 | |
| 18 | RETIREMENT CAPITAL STRATEGIES | $2.8M | 125K | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 19 | UBS Group AG | $2.7M | 123K | ▲+48% Added · +40K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $2.5M | 112K | ▲+67% Added · +45K sh | Q1 2026 | |
| 21 | COLDSTREAM CAPITAL MANAGEMENT INC | $2.5M | 111K | ▲+0.9% Added · +987 sh | Q1 2026 | |
| 22 | UMB Bank, n.a. | $2.0M | 89K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $1.8M | 79K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $1.5M | 68K | ▲+0.5% Added · +348 sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.5M | 67K | ▲+150% Added · +40K sh | Q1 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, 3 funds opened a new position in NUBD and 16 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 35 funds | $5.5B |
| APPLE INCAAPL | 35 funds | $4.1B |
| MICROSOFT CORPMSFT | 35 funds | $3.1B |
| AMAZON.COM INCAMZN | 35 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 35 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 35 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $6.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 34 funds | $1.4B |
| TESLA INCTSLA | 34 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 34 funds | $1.1B |
| SPDR GOLD SHARESGLD | 34 funds | $547.9M |
Ranked by how many of NUBD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 237 funds | $1.9B |
| NULVmc | 225 funds | $1.5B |
| NUSCcommon | 211 funds | $945.9M |
| NUDMcommon | 118 funds | $440.8M |
| NUMGmc | 112 funds | $240.9M |
| NUMVmc | 105 funds | $322.6M |
| NUBDthis pageNUVEENESGUS | 93 funds | $254.6M |
| NUEMcommon | 93 funds | $238.1M |
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.