NUSC

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$50.23

-0.90 (-1.76%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding NUSC · 2026-Q1 methodology → sources →

265 holders

% of shares outstanding held

—

Shares held (13F)

21,125,072

Reporting holders

265

Top holders

largest 100 of 265 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	3,877,2783.9M	$175M	—	TRIM -37%
2	MERCER GLOBAL ADVISORS INC /ADV	1,721,3261.7M	$78M	—	ADD 16%
3	Abacus Wealth Partners, LLC	1,434,4291.4M	$65M	—	ADD 2%
4	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1,253,9601.3M	$57M	—	NEW
5	ROYAL BANK OF CANADA	1,055,1041.1M	$48M	—	—
6	MORGAN STANLEY	1,046,0671.0M	$47M	—	TRIM -2%
7	MISSION WEALTH MANAGEMENT, LP	830,709830,709	$37M	—	—
8	LPL Financial LLC	819,749819,749	$37M	—	ADD 37%
9	UBS Group AG	743,707743,707	$34M	—	ADD 120%
10	Boston Common Asset Management, LLC	424,782424,782	$19M	—	TRIM -5%
11	Bank of New York Mellon Corp	359,913359,913	$16M	—	ADD 2%
12	North Berkeley Wealth Management, LLC	293,851293,851	$13M	—	ADD 3%
13	First Pacific Financial	265,032265,032	$12M	—	—
14	Corient Private Wealth LLC	262,445262,445	$12M	—	TRIM -48%
15	ASSETMARK, INC	261,816261,816	$12M	—	—
16	Creative Planning	260,458260,458	$12M	—	ADD 11%
17	WCG Wealth Advisors LLC	222,001222,001	$10M	—	—
18	FMR LLC	220,246220,246	$10M	—	ADD 11%
19	WELLS FARGO & COMPANY/MN	212,056212,056	$10M	—	—
20	COLDSTREAM CAPITAL MANAGEMENT INC	181,617181,617	$8M	—	TRIM -6%
21	STIFEL FINANCIAL CORP	167,749167,749	$8M	—	ADD 3%
22	AMERIPRISE FINANCIAL INC	149,425149,425	$7M	—	—
23	Allworth Financial LP	136,208136,208	$6M	—	—
24	Colorado Capital Management, Inc.	134,754134,754	$6M	—	ADD 3%
25	DeDora Capital, Inc.	134,321134,321	$6M	—	—
26	ENVESTNET ASSET MANAGEMENT INC	130,590130,590	$6M	—	ADD 49%
27	True Blue Financial, LLC	128,062128,062	$6M	—	ADD 3%
28	Allodium Investment Consultants, LLC	122,706122,706	$6M	—	TRIM -10%
29	JONES FINANCIAL COMPANIES LLLP	116,448116,448	$5M	—	ADD 34%
30	Palisades Hudson Asset Management, L.P.	112,146112,146	$5M	—	ADD 4%
31	Beacon Pointe Advisors, LLC	109,733109,733	$5M	—	ADD 6%
32	EP Wealth Advisors, LLC	106,089106,089	$5M	—	ADD 1231%
33	CAPTRUST FINANCIAL ADVISORS	104,994104,994	$5M	—	ADD 8%
34	Cetera Investment Advisers	101,769101,769	$5M	—	ADD 4%
35	COMMONWEALTH EQUITY SERVICES, LLC	97,91797,917	$4M	—	TRIM -20%
36	Rockefeller Capital Management L.P.	85,15385,153	$4M	—	—
37	Ameritas Advisory Services, LLC	83,68083,680	$4M	—	—
38	RAYMOND JAMES FINANCIAL INC	82,22882,228	$4M	—	TRIM -62%
39	BSW Wealth Partners	80,35180,351	$4M	—	TRIM -3%
40	JPMORGAN CHASE & CO	82,28582,285	$4M	—	ADD 17%
41	Rossby Financial, LCC	75,60175,601	$3M	—	TRIM -3%
42	Cambridge Investment Research Advisors, Inc.	71,30171,301	$3M	—	—
43	Clarity Wealth Development LLC	71,28171,281	$3M	—	—
44	ST GERMAIN D J CO INC	65,04865,048	$3M	—	ADD 2%
45	SilverOak Wealth Management LLC	61,74661,746	$3M	—	—
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	58,82458,824	$3M	—	ADD 2941100%
47	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	58,33558,335	$3M	—	—
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	57,04757,047	$3M	—	TRIM -38%
49	RWA WEALTH PARTNERS, LLC	54,68654,686	$2M	—	—
50	Arlington Financial Advisors, LLC	54,50654,506	$2M	—	TRIM -3%
51	Wescott Financial Advisory Group, LLC	51,51151,511	$2M	—	—
52	XY Planning Network, Inc.	50,55350,553	$2M	—	ADD 3%
53	IMPACTfolio, LLC	45,62545,625	$2M	—	—
54	Corundum Group, Inc.	45,34945,349	$2M	—	—
55	WHITTIER TRUST CO	42,81242,812	$2M	—	TRIM -20%
56	Modera Wealth Management, LLC	42,07642,076	$2M	—	TRIM -10%
57	LAZARD ASSET MANAGEMENT LLC	41,89841,898	$2M	—	—
58	Xena Financial Planning, LLC	40,49640,496	$2M	—	ADD 29%
59	Modern Wealth Management, LLC	39,38539,385	$2M	—	TRIM -13%
60	WHITTIER TRUST CO OF NEVADA INC	39,02139,021	$2M	—	TRIM -4%
61	Stonehearth Capital Management, LLC	39,11939,119	$2M	—	TRIM -7%
62	Westfuller Advisors, LLC	36,68136,681	$2M	—	—
63	HM PAYSON & CO	35,39235,392	$2M	—	ADD 561%
64	TIAA TRUST, NATIONAL ASSOCIATION	33,11933,119	$1M	—	TRIM -98%
65	WealthShield Partners, LLC	32,55532,555	$1M	—	ADD 7%
66	Pioneer Wealth Management Group	32,44532,445	$1M	—	TRIM -4%
67	Revolve Wealth Partners, LLC	32,38832,388	$1M	—	—
68	Pathstone Holdings, LLC	32,28332,283	$1M	—	—
69	Mariner, LLC	31,99231,992	$1M	—	ADD 38%
70	Stewardship Advisors, LLC	31,16831,168	$1M	—	ADD 6%
71	HighTower Advisors, LLC	30,93930,939	$1M	—	ADD 4%
72	Brio Consultants, LLC	26,86326,863	$1M	—	ADD 40%
73	Equita Financial Network, Inc.	28,28928,289	$1M	—	ADD 10%
74	One Capital Management, LLC	27,80427,804	$1M	—	ADD 10%
75	Focus Partners Wealth	27,02827,028	$1M	—	—
76	GOLDMAN SACHS GROUP INC	27,39827,398	$1M	—	NEW
77	Equitable Holdings, Inc.	26,66726,667	$1M	—	TRIM -5%
78	Walkner Condon Financial Advisors LLC	26,15026,150	$1M	—	ADD 2%
79	Legacy Edge Advisors, LLC	25,35825,358	$1M	—	ADD 24%
80	SGL Investment Advisors, Inc.	22,84522,845	$1M	—	ADD 11%
81	CITADEL ADVISORS LLC	24,00824,008	$1M	—	NEW
82	Neumann Capital Management, LLC	23,51923,519	$1M	—	—
83	Napier Financial, LLC	22,93122,931	$1M	—	NEW
84	Diversified Enterprises, LLC	22,21822,218	$1M	—	ADD 9%
85	HARBOUR INVESTMENTS, INC.	22,01022,010	$991,776	—	TRIM -19%
86	OPPENHEIMER ASSET MANAGEMENT INC.	21,86321,863	$985,147	—	ADD 5%
87	UMB Bank, n.a.	21,18721,187	$954,686	—	—
88	Betterment LLC	20,97920,979	$945,000	—	—
89	GeoWealth Management, LLC	20,44220,442	$921,128	—	TRIM -14%
90	Evolution Advisers, Inc.	20,22020,220	$911,000	—	ADD 26%
91	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20,08320,083	$904,959	—	ADD 13%
92	Silver Oak Advisory Group, Inc.	19,43519,435	$875,000	—	TRIM -7%
93	VICUS CAPITAL	19,02119,021	$857,100	—	TRIM -8%
94	RTD Financial Advisors, Inc.	19,00119,001	$856,179	—	ADD 8%
95	Addison Advisors LLC	18,64518,645	$840,144	—	TRIM -17%
96	RVW Wealth, LLC	18,35818,358	$827,211	—	—
97	Independent Advisor Alliance	17,79717,797	$801,935	—	NEW
98	PFG Investments, LLC	17,65217,652	$795,417	—	ADD 139%
99	&PARTNERS	16,85716,857	$759,580	—	TRIM -3%
100	Midwest Trust Co	16,70016,700	$752,502	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

6.9M

6.5M

6.3M

6.2M

3.9M

$175M

MERCER GLOBAL ADVISORS INC /ADV

577K

613K

679K

1.2M

1.5M

1.7M

$78M

Abacus Wealth Partners, LLC

1.2M

1.3M

1.4M

$65M

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

—

1.3M

$57M

ROYAL BANK OF CANADA

971K

991K

2.0M

995K

1.0M

1.1M

$48M

MORGAN STANLEY

1.2M

1.3M

1.2M

1.1M

1.0M

$47M

MISSION WEALTH MANAGEMENT, LP

781K

794K

801K

796K

818K

831K

$37M

LPL Financial LLC

682K

637K

649K

625K

599K

820K

$37M

UBS Group AG

413K

402K

425K

342K

339K

744K

$34M

Boston Common Asset Management, LLC

—

445K

425K

$19M

Bank of New York Mellon Corp

294K

364K

355K

351K

360K

$16M

North Berkeley Wealth Management, LLC

246K

264K

290K

286K

294K

$13M

First Pacific Financial

238K

243K

249K

256K

265K

$12M

Corient Private Wealth LLC

207K

223K

229K

258K

506K

262K

$12M

ASSETMARK, INC

10K

11K

12K

259K

262K

$12M

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.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	265	21,125,072	—	$950M
2025-Q4	260	22,978,896	—	$1.0B
2025-Q3	248	21,282,341	—	$939M
2025-Q2	241	22,588,450	—	$921M
2025-Q1	253	21,829,383	—	$836M
2024-Q4	262	22,075,871	—	$925M
2024-Q3	239	21,454,069	—	$918M
2024-Q2	232	21,242,424	—	$836M
2024-Q1	231	23,839,269

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.

Institutional ownership· 13F filers holding NUSC · 2026-Q1 methodology → sources →

265 holders

% of shares outstanding held

—

Shares held (13F)

21,125,072

Reporting holders

265

Top holders

largest 100 of 265 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	3,877,2783.9M	$175M	—	TRIM -37%
2	MERCER GLOBAL ADVISORS INC /ADV	1,721,3261.7M	$78M	—	ADD 16%
3	Abacus Wealth Partners, LLC	1,434,4291.4M	$65M	—	ADD 2%
4	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1,253,9601.3M	$57M	—	NEW
5	ROYAL BANK OF CANADA	1,055,1041.1M	$48M	—	—
6	MORGAN STANLEY	1,046,0671.0M	$47M	—	TRIM -2%
7	MISSION WEALTH MANAGEMENT, LP	830,709830,709	$37M	—	—
8	LPL Financial LLC	819,749819,749	$37M	—	ADD 37%
9	UBS Group AG	743,707743,707	$34M	—	ADD 120%
10	Boston Common Asset Management, LLC	424,782424,782	$19M	—	TRIM -5%
11	Bank of New York Mellon Corp	359,913359,913	$16M	—	ADD 2%
12	North Berkeley Wealth Management, LLC	293,851293,851	$13M	—	ADD 3%
13	First Pacific Financial	265,032265,032	$12M	—	—
14	Corient Private Wealth LLC	262,445262,445	$12M	—	TRIM -48%
15	ASSETMARK, INC	261,816261,816	$12M	—	—
16	Creative Planning	260,458260,458	$12M	—	ADD 11%
17	WCG Wealth Advisors LLC	222,001222,001	$10M	—	—
18	FMR LLC	220,246220,246	$10M	—	ADD 11%
19	WELLS FARGO & COMPANY/MN	212,056212,056	$10M	—	—
20	COLDSTREAM CAPITAL MANAGEMENT INC	181,617181,617	$8M	—	TRIM -6%
21	STIFEL FINANCIAL CORP	167,749167,749	$8M	—	ADD 3%
22	AMERIPRISE FINANCIAL INC	149,425149,425	$7M	—	—
23	Allworth Financial LP	136,208136,208	$6M	—	—
24	Colorado Capital Management, Inc.	134,754134,754	$6M	—	ADD 3%
25	DeDora Capital, Inc.	134,321134,321	$6M	—	—
26	ENVESTNET ASSET MANAGEMENT INC	130,590130,590	$6M	—	ADD 49%
27	True Blue Financial, LLC	128,062128,062	$6M	—	ADD 3%
28	Allodium Investment Consultants, LLC	122,706122,706	$6M	—	TRIM -10%
29	JONES FINANCIAL COMPANIES LLLP	116,448116,448	$5M	—	ADD 34%
30	Palisades Hudson Asset Management, L.P.	112,146112,146	$5M	—	ADD 4%
31	Beacon Pointe Advisors, LLC	109,733109,733	$5M	—	ADD 6%
32	EP Wealth Advisors, LLC	106,089106,089	$5M	—	ADD 1231%
33	CAPTRUST FINANCIAL ADVISORS	104,994104,994	$5M	—	ADD 8%
34	Cetera Investment Advisers	101,769101,769	$5M	—	ADD 4%
35	COMMONWEALTH EQUITY SERVICES, LLC	97,91797,917	$4M	—	TRIM -20%
36	Rockefeller Capital Management L.P.	85,15385,153	$4M	—	—
37	Ameritas Advisory Services, LLC	83,68083,680	$4M	—	—
38	RAYMOND JAMES FINANCIAL INC	82,22882,228	$4M	—	TRIM -62%
39	BSW Wealth Partners	80,35180,351	$4M	—	TRIM -3%
40	JPMORGAN CHASE & CO	82,28582,285	$4M	—	ADD 17%
41	Rossby Financial, LCC	75,60175,601	$3M	—	TRIM -3%
42	Cambridge Investment Research Advisors, Inc.	71,30171,301	$3M	—	—
43	Clarity Wealth Development LLC	71,28171,281	$3M	—	—
44	ST GERMAIN D J CO INC	65,04865,048	$3M	—	ADD 2%
45	SilverOak Wealth Management LLC	61,74661,746	$3M	—	—
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	58,82458,824	$3M	—	ADD 2941100%
47	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	58,33558,335	$3M	—	—
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	57,04757,047	$3M	—	TRIM -38%
49	RWA WEALTH PARTNERS, LLC	54,68654,686	$2M	—	—
50	Arlington Financial Advisors, LLC	54,50654,506	$2M	—	TRIM -3%
51	Wescott Financial Advisory Group, LLC	51,51151,511	$2M	—	—
52	XY Planning Network, Inc.	50,55350,553	$2M	—	ADD 3%
53	IMPACTfolio, LLC	45,62545,625	$2M	—	—
54	Corundum Group, Inc.	45,34945,349	$2M	—	—
55	WHITTIER TRUST CO	42,81242,812	$2M	—	TRIM -20%
56	Modera Wealth Management, LLC	42,07642,076	$2M	—	TRIM -10%
57	LAZARD ASSET MANAGEMENT LLC	41,89841,898	$2M	—	—
58	Xena Financial Planning, LLC	40,49640,496	$2M	—	ADD 29%
59	Modern Wealth Management, LLC	39,38539,385	$2M	—	TRIM -13%
60	WHITTIER TRUST CO OF NEVADA INC	39,02139,021	$2M	—	TRIM -4%
61	Stonehearth Capital Management, LLC	39,11939,119	$2M	—	TRIM -7%
62	Westfuller Advisors, LLC	36,68136,681	$2M	—	—
63	HM PAYSON & CO	35,39235,392	$2M	—	ADD 561%
64	TIAA TRUST, NATIONAL ASSOCIATION	33,11933,119	$1M	—	TRIM -98%
65	WealthShield Partners, LLC	32,55532,555	$1M	—	ADD 7%
66	Pioneer Wealth Management Group	32,44532,445	$1M	—	TRIM -4%
67	Revolve Wealth Partners, LLC	32,38832,388	$1M	—	—
68	Pathstone Holdings, LLC	32,28332,283	$1M	—	—
69	Mariner, LLC	31,99231,992	$1M	—	ADD 38%
70	Stewardship Advisors, LLC	31,16831,168	$1M	—	ADD 6%
71	HighTower Advisors, LLC	30,93930,939	$1M	—	ADD 4%
72	Brio Consultants, LLC	26,86326,863	$1M	—	ADD 40%
73	Equita Financial Network, Inc.	28,28928,289	$1M	—	ADD 10%
74	One Capital Management, LLC	27,80427,804	$1M	—	ADD 10%
75	Focus Partners Wealth	27,02827,028	$1M	—	—
76	GOLDMAN SACHS GROUP INC	27,39827,398	$1M	—	NEW
77	Equitable Holdings, Inc.	26,66726,667	$1M	—	TRIM -5%
78	Walkner Condon Financial Advisors LLC	26,15026,150	$1M	—	ADD 2%
79	Legacy Edge Advisors, LLC	25,35825,358	$1M	—	ADD 24%
80	SGL Investment Advisors, Inc.	22,84522,845	$1M	—	ADD 11%
81	CITADEL ADVISORS LLC	24,00824,008	$1M	—	NEW
82	Neumann Capital Management, LLC	23,51923,519	$1M	—	—
83	Napier Financial, LLC	22,93122,931	$1M	—	NEW
84	Diversified Enterprises, LLC	22,21822,218	$1M	—	ADD 9%
85	HARBOUR INVESTMENTS, INC.	22,01022,010	$991,776	—	TRIM -19%
86	OPPENHEIMER ASSET MANAGEMENT INC.	21,86321,863	$985,147	—	ADD 5%
87	UMB Bank, n.a.	21,18721,187	$954,686	—	—
88	Betterment LLC	20,97920,979	$945,000	—	—
89	GeoWealth Management, LLC	20,44220,442	$921,128	—	TRIM -14%
90	Evolution Advisers, Inc.	20,22020,220	$911,000	—	ADD 26%
91	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20,08320,083	$904,959	—	ADD 13%
92	Silver Oak Advisory Group, Inc.	19,43519,435	$875,000	—	TRIM -7%
93	VICUS CAPITAL	19,02119,021	$857,100	—	TRIM -8%
94	RTD Financial Advisors, Inc.	19,00119,001	$856,179	—	ADD 8%
95	Addison Advisors LLC	18,64518,645	$840,144	—	TRIM -17%
96	RVW Wealth, LLC	18,35818,358	$827,211	—	—
97	Independent Advisor Alliance	17,79717,797	$801,935	—	NEW
98	PFG Investments, LLC	17,65217,652	$795,417	—	ADD 139%
99	&PARTNERS	16,85716,857	$759,580	—	TRIM -3%
100	Midwest Trust Co	16,70016,700	$752,502	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

6.9M

6.5M

6.3M

6.2M

3.9M

$175M

MERCER GLOBAL ADVISORS INC /ADV

577K

613K

679K

1.2M

1.5M

1.7M

$78M

Abacus Wealth Partners, LLC

1.2M

1.3M

1.4M

$65M

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

—

1.3M

$57M

ROYAL BANK OF CANADA

971K

991K

2.0M

995K

1.0M

1.1M

$48M

MORGAN STANLEY

1.2M

1.3M

1.2M

1.1M

1.0M

$47M

MISSION WEALTH MANAGEMENT, LP

781K

794K

801K

796K

818K

831K

$37M

LPL Financial LLC

682K

637K

649K

625K

599K

820K

$37M

UBS Group AG

413K

402K

425K

342K

339K

744K

$34M

Boston Common Asset Management, LLC

—

445K

425K

$19M

Bank of New York Mellon Corp

294K

364K

355K

351K

360K

$16M

North Berkeley Wealth Management, LLC

246K

264K

290K

286K

294K

$13M

First Pacific Financial

238K

243K

249K

256K

265K

$12M

Corient Private Wealth LLC

207K

223K

229K

258K

506K

262K

$12M

ASSETMARK, INC

10K

11K

12K

259K

262K

$12M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	265	21,125,072	—	$950M
2025-Q4	260	22,978,896	—	$1.0B
2025-Q3	248	21,282,341	—	$939M
2025-Q2	241	22,588,450	—	$921M
2025-Q1	253	21,829,383	—	$836M
2024-Q4	262	22,075,871	—	$925M
2024-Q3	239	21,454,069	—	$918M
2024-Q2	232	21,242,424	—	$836M
2024-Q1	231	23,839,269

Short interest has its own tab now — open SI →

NUSC☆

Institutional ownership· 13F filers holding NUSC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding NUSC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

NUSC