% of shares outstanding is not shown for NUHY: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for NUHY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 516,331516,331 | $11M | — | ADD 127% |
| 2 | MORGAN STANLEY | 458,724458,724 | $10M | — | ADD 27% |
| 3 | Bank of New York Mellon Corp | 374,317374,317 | $8M | — | TRIM -13% |
| 4 | Cambridge Investment Research Advisors, Inc. | 305,901305,901 | $6M | — | TRIM -28% |
| 5 | Stewardship Advisors, LLC | 201,377201,377 | $4M | — | — |
| 6 | SEI INVESTMENTS CO | 176,432176,432 | $4M | — | ADD 6% |
| 7 | BANK OF AMERICA CORP /DE/ | 176,089176,089 | $4M | — | ADD 11% |
| 8 | LPL Financial LLC | 163,993163,993 | $3M | — | TRIM -6% |
| 9 | UBS Group AG | 121,979121,979 | $3M | — | TRIM -13% |
| 10 | WELLS FARGO & COMPANY/MN | 114,926114,926 | $2M | — | ADD 7% |
| 11 | rebel Financial LLC | 106,653106,653 | $2M | — | ADD 8% |
| 12 | ASSETMARK, INC | 68,58468,584 | $1M | — | — |
| 13 | Vestmark Advisory Solutions, Inc. | 59,06759,067 | $1M | — | TRIM -55% |
| 14 | MML INVESTORS SERVICES, LLC | 47,65147,651 | $1M | — | ADD 21% |
| 15 | JANE STREET GROUP, LLC | 47,09947,099 | $997,557 | — | TRIM -42% |
| 16 | Western Wealth Management, LLC | 35,46235,462 | $751,078 | — | ADD 18% |
| 17 | Olde Wealth Management, LLC | 34,57734,577 | $732,000 | — | TRIM -3% |
| 18 | Creative Planning | 34,28934,289 | $726,235 | — | NEW |
| 19 | CRUX WEALTH ADVISORS | 31,53031,530 | $667,813 | — | — |
| 20 | HighTower Advisors, LLC | 30,04030,040 | $636,257 | — | TRIM -4% |
| 21 | CWM, LLC | 25,32225,322 | $536,320 | — | — |
| 22 | Perigon Wealth Management, LLC | 22,21922,219 | $470,592 | — | TRIM -47% |
| 23 | JPMORGAN CHASE & CO | 18,29418,294 | $383,900 | — | TRIM -88% |
| 24 | Moss Adams Wealth Advisors LLC | 17,84817,848 | $378,026 | — | — |
| 25 | Livet Wealth, LLC | 15,75415,754 | $333,670 | — | — |
| 26 | RAYMOND JAMES FINANCIAL INC | 15,56815,568 | $329,741 | — | ADD 4% |
| 27 | Vontobel Holding Ltd. | 14,62414,624 | $309,736 | — | — |
| 28 | Legacy Financial Advisors, Inc. | 13,78713,787 | $292,009 | — | TRIM -2% |
| 29 | NATURAL INVESTMENTS, LLC | 13,05313,053 | $276,000 | — | ADD 13% |
| 30 | RMG Wealth Management LLC | 11,84511,845 | $253,009 | — | NEW |
| 31 | US BANCORP \DE\ | 11,80011,800 | $249,925 | — | TRIM -7% |
| 32 | Cetera Investment Advisers | 11,69711,697 | $247,746 | — | TRIM -4% |
| 33 | NewEdge Advisors, LLC | 14,88214,882 | $235,657 | — | NEW |
| 34 | Beacon Pointe Advisors, LLC | 9,5279,527 | $201,782 | — | — |
| 35 | WealthShield Partners, LLC | 9,1529,152 | $193,844 | — | ADD 29% |
| 36 | Friedenthal Financial | 8,9568,956 | $189,689 | — | — |
| 37 | BLUELINE ADVISORS LLC | 8,6638,663 | $183,483 | — | ADD 12% |
| 38 | OSAIC HOLDINGS, INC. | 8,3578,357 | $177,001 | — | TRIM -5% |
| 39 | 4Thought Financial Group Inc. | 5,5955,595 | $118,499 | — | — |
| 40 | FIFTH THIRD BANCORP | 4,9384,938 | $104,587 | — | NEW |
| 41 | Financial Gravity Asset Management, Inc. | 3,5533,553 | $75,253 | — | — |
| 42 | Ameritas Investment Partners, Inc. | 2,9432,943 | $62,339 | — | — |
| 43 | MATHER GROUP, LLC. | 2,7552,755 | $58,351 | — | NEW |
| 44 | ROYAL BANK OF CANADA | 2,1212,121 | $45,000 | — | ADD 5% |
| 45 | Quaker Wealth Management, LLC | 2,0402,040 | $43,218 | — | — |
| 46 | AdvisorNet Financial, Inc | 1,5741,574 | $33,337 | — | ADD 82% |
| 47 | Rossby Financial, LCC | 1,0541,054 | $22,292 | — | TRIM -27% |
| 48 | MJT & Associates Financial Advisory Group, Inc. | 1,0221,022 | $21,646 | — | — |
| 49 | Aptus Capital Advisors, LLC | 868868 | $18,384 | — | — |
| 50 | Lloyd Advisory Services, LLC. | 660660 | $13,978 | — | NEW |
| 51 | Kingdom Financial Group LLC. | 660660 | $13,978 | — | — |
| 52 | Smartleaf Asset Management LLC | 296296 | $6,212 | — | NEW |
| 53 | Godfrey Financial Associates, Inc. | 254254 | $5,380 | — | — |
| 54 | EverSource Wealth Advisors, LLC | 166166 | $3,516 | — | — |
| 55 | HARBOUR INVESTMENTS, INC. | 162162 | $3,431 | — | ADD 11% |
| 56 | CREATIVE FINANCIAL DESIGNS INC /ADV | 9797 | $2,054 | — | — |
| 57 | IFP Advisors, Inc | 6363 | $1,334 | — | TRIM -65% |
| 58 | Advisory Services Network, LLC | 5959 | $1,250 | — | NEW |
| 59 | FMR LLC | 3838 | $804 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 174K | 163K | 166K | 165K | 228K | 516K | $11M |
| MORGAN STANLEY | 344K | 368K | 289K | 322K | 362K | 459K | $10M |
| Bank of New York Mellon Corp | 371K | 454K | 364K | 366K | 432K | 374K | $8M |
| Cambridge Investment Research Advisors, Inc. | 306K | 384K | 296K | 290K | 428K | 306K | $6M |
| Stewardship Advisors, LLC | 23K | 126K | 123K | 127K | 199K | 201K | $4M |
| SEI INVESTMENTS CO | 96K | 115K | 129K | 150K | 167K | 176K | $4M |
| BANK OF AMERICA CORP /DE/ | 171K | 160K | 172K | 183K | 158K | 176K | $4M |
| LPL Financial LLC | 126K | 140K | 151K | 176K | 175K | 164K | $3M |
| UBS Group AG | 140K | 139K | 136K | 136K | 139K | 122K | $3M |
| WELLS FARGO & COMPANY/MN | 58K | 81K | 99K | 106K | 107K | 115K | $2M |
| rebel Financial LLC | — | — | 92K | 0 | 99K | 107K | $2M |
| ASSETMARK, INC | 45K | 50K | 54K | 61K | 67K | 69K | $1M |
| Vestmark Advisory Solutions, Inc. | 126K | 121K | 273K | 141K | 131K | 59K | $1M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 39K | 48K | $1M |
| JANE STREET GROUP, LLC | 37K | 57K | 46K | 61K | 81K | 47K | $997,557 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +288,782 | $6M | ADD |
| MORGAN STANLEY | +96,294 | $2M | ADD |
| Creative Planning | +34,289 | $726,241 | OPEN |
| BANK OF AMERICA CORP /DE/ | +18,151 | $384,438 | ADD |
| NewEdge Advisors, LLC | +14,882 | $315,201 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | −290,037 | $6M | CLOSE |
| JPMORGAN CHASE & CO | −136,874 | $3M | TRIM |
| Cambridge Investment Research Advisors, Inc. | −121,895 | $3M | TRIM |
| Vestmark Advisory Solutions, Inc. | −72,103 | $2M | TRIM |
| Bank of New York Mellon Corp | −57,313 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 59 | 3,387,287 | — | $72M |
| 2025-Q4 | 58 | 3,801,940 | — | $82M |
| 2025-Q3 | 54 | 3,144,042 | — | $71M |
| 2025-Q2 | 57 | 3,203,502 | — | $70M |
| 2025-Q1 | 57 | 3,337,270 | — | $71M |
| 2024-Q4 | 57 | 3,105,592 | — | $66M |
| 2024-Q3 | 48 | 2,999,362 | — | $65M |
| 2024-Q2 | 53 | 2,933,018 | — | $61M |
| 2024-Q1 | 53 | 2,953,222 | — | $62M |
| 2023-Q4 | 48 | 3,937,395 | — | $83M |
| 2023-Q3 | 48 | 4,104,493 | — | $82M |
| 2023-Q2 | 48 | 4,233,845 | — | $87M |
| 2023-Q1 | 48 | 4,112,672 | — | $85M |
| 2022-Q4 | 42 | 4,048,100 | — | $82M |
| 2022-Q3 | 43 | 3,684,526 | — | $73M |
| 2022-Q2 | 41 | 3,605,407 | — | $74M |
| 2022-Q1 | 46 | 3,341,638 | — | $78M |
| 2021-Q4 | 44 | 3,167,091 | — | $77M |
| 2021-Q3 | 35 | 3,153,208 | — | $78M |
| 2021-Q2 | 33 | 2,865,798 | — | $71M |
| 2021-Q1 | 25 | 2,641,093 | — | $65M |
| 2020-Q4 | 20 | 2,381,400 | — | $59M |
| 2020-Q3 | 14 | 2,159,983 | — | $53M |
| 2020-Q2 | 10 | 1,997,894 | — | $47M |
| 2020-Q1 | 9 | 1,972,551 | — | $44M |
| 2019-Q4 | 7 | 2,032,277 | — | $51M |
| 2019-Q3 | 2 | 999,868 | — | $25M |
