Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Global Retirement Partners, LLC (+1.3%).
20 tracked 13F filers disclose a position in NUSA as of the latest SEC 13F filings, a combined $16.5M 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 | Envestnet Asset Management Inc | 247K | $5.8M | ▲+715% Added · +217K sh | Q1 2026 | |
| 2 | Morgan Stanley | 137K | $3.2M | ▲+30% Added · +32K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 106K | $2.5M | ▼−17% Reduced · −21K sh | Q1 2026 | |
| 4 | AssetMark, Inc | 48K | $1.1M | ▲+8.4% Added · +4K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 47K | $1.1M | ▲+84% Added · +21K sh | Q1 2026 | |
| 6 | Parkside Financial Bank & Trust | 32K | $738K | ▲+8.3% Added · +2K sh | Q2 2026 | |
| 7 | US Bancorp | 20K | $464K | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 18K | $430K | ▲New +18K sh | Q1 2026 | |
| 9 | Apella Capital, LLC | 16K | $372K | —Held | Q2 2026 | |
| 10 | Stratos Wealth Partners, LTD. | 15K | $357K | —Held | Q2 2026 | |
| 11 | Jane Street Group, LLC | 11K | $262K | ▼−75% Reduced · −34K sh | Q1 2026 | |
| 12 | Global Retirement Partners, LLC | 3K | $78K | ▲+1.3% Added · +43 sh | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | 2K | $50K | ▼−0.1% Reduced · −2 sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 2K | $36K | ▼−89% Reduced · −12K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 1K | $27K | ▲+38% Added · +319 sh | Q2 2026 | |
| 16 | CWM, LLC | 863 | $20K | —Held | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | 525 | $12K | —Held | Q2 2026 | |
| 18 | Southern Michigan Bank & Trust | 400 | $9K | —Held | Q2 2026 | |
| 19 | Creative Financial Designs Inc | 131 | $3K | —Held | Q2 2026 | |
| 20 | Allworth Financial LP | 96 | $2K | —Held | 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, 1 fund added to an existing position in NUSA, while none reduced or exited. 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 |
|---|---|---|
| Dimensional US Core Equity 2DFAC | 3 funds | $721.4M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $313.9M |
| Apple IncAAPL | 3 funds | $308.6M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 3 funds | $239.7M |
| Dimensional Core Fixed IncDFCF | 3 funds | $205.2M |
| Vanguard Value ETFVTV | 3 funds | $194.1M |
| Nvidia CorpNVDA | 3 funds | $186.7M |
| Dimensional US Eq MKT ETFDFUS | 3 funds | $180.8M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $179.6M |
| Dimensional US High Profi EtDUHP | 3 funds | $171.9M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $160.9M |
| Vanguard Ftse Emerging MarkeVWO | 3 funds | $152.2M |
Ranked by how many of NUSA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NUSA.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 291 funds | $1.9B |
| NULVmc | 257 funds | $1.6B |
| NUSCcommon | 243 funds | $971.2M |
| NUDMcommon | 138 funds | $471.3M |
| NUMGmc | 126 funds | $251.5M |
| NUMVmc | 122 funds | $334.3M |
| NUBDUIT EXCHANGE TRADED | 111 funds | $266.4M |
| NUEMcommon | 107 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 NUSA
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/NUSA/capital-change-brief"
Use Arkolith's capital_change_brief for NUSA. 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 NUSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.