% of shares outstanding is not shown for NUV: 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 NUV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| UBS Group AG | 6.7M | 6.9M | 6.9M | 7.0M | 7.2M | 7.1M | $63M |
| MORGAN STANLEY | 4.6M | 4.5M | 4.5M | 4.5M | 4.4M | 4.5M | $41M |
| GUGGENHEIM CAPITAL LLC | 1.4M | 1.5M | 1.6M | 1.8M | 2.5M | 2.9M | $26M |
| Hennion & Walsh Asset Management, Inc. | 1.4M | 1.7M | 1.9M | 2.4M | 2.3M | 2.4M | $22M |
| RAYMOND JAMES FINANCIAL INC | 2.3M | 2.3M | 1.8M | 2.1M | 2.2M | 2.2M | $20M |
| WELLS FARGO & COMPANY/MN | 1.3M | 1.6M | 1.8M | 1.9M | 2.2M | 2.1M | $19M |
| LPL Financial LLC | 1.0M | 1.2M | 1.2M | 1.1M | 1.1M | 1.2M | $10M |
| BANK OF AMERICA CORP /DE/ | 883K | 947K | 925K | 900K | 1.1M | 1.1M | $10M |
| VAN ECK ASSOCIATES CORP | 1.2M | 995K | 1.0M | 1.1M | 1.1M | 1.1M | $10M |
| JONES FINANCIAL COMPANIES LLLP | 208K | 250K | 432K | 632K | 790K | 993K | $9M |
| Granby Capital Management, LLC | 1.1M | 1.1M | 1.1M | 1.0M | 1.0M | 836K | $8M |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | — | 52K | 734K | 741K | $7M |
| Chicago Partners Investment Group LLC | 789K | 789K | 784K | 716K | 708K | 683K | $6M |
| STIFEL FINANCIAL CORP | 522K | 677K | 660K | 757K | 637K | 668K | $6M |
| 1607 Capital Partners, LLC | 2.7M | 2.7M | 2.6M | 2.4M | 1.9M | 625K | $6M |
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 | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +398,157 | $4M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +203,162 | $2M | ADD |
| Orca Wealth Management, LLC | +123,632 | $1M | ADD |
| EHRLICH FINANCIAL GROUP | +114,669 | $1M | OPEN |
| Hennion & Walsh Asset Management, Inc. | +98,619 | $886,585 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Focus Partners Wealth | −1,821,235 | $16M | TRIM |
| 1607 Capital Partners, LLC | −1,279,272 | $12M | TRIM |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | −630,450 | $6M | CLOSE |
| SEVEN MILE ADVISORY | −466,238 | $4M | CLOSE |
| Granby Capital Management, LLC | −163,888 | $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 | 229 | 42,324,197 | — | $380M |
| 2025-Q4 | 239 | 45,761,762 | — | $415M |
| 2025-Q3 | 229 | 46,833,061 | — | $421M |
| 2025-Q2 | 231 | 49,045,480 | — | $426M |
| 2025-Q1 | 233 | 50,527,169 | — | $443M |
| 2024-Q4 | 243 | 51,626,150 | — | $444M |
| 2024-Q3 | 228 | 47,976,821 | — | $440M |
| 2024-Q2 | 213 | 46,459,692 | — | $401M |
| 2024-Q1 | 217 | 56,004,407 | — | $489M |
| 2023-Q4 | 226 | 51,638,475 | — | $444M |
| 2023-Q3 | 216 | 42,594,837 | — | $352M |
| 2023-Q2 | 213 | 39,960,911 | — | $348M |
| 2023-Q1 | 212 | 38,830,652 | — | $342M |
| 2022-Q4 | 238 | 40,536,178 | — | $349M |
| 2022-Q3 | 218 | 37,293,282 | — | $315M |
| 2022-Q2 | 227 | 36,385,596 | — | $326M |
| 2022-Q1 | 231 | 35,395,124 | — | $338M |
| 2021-Q4 | 246 | 31,152,629 | — | $323M |
| 2021-Q3 | 211 | 28,506,198 | — | $322M |
| 2021-Q2 | 214 | 29,563,525 | — | $533M |
| 2021-Q1 | 211 | 28,659,638 | — | $319M |
| 2020-Q4 | 208 | 27,575,671 | — | $305M |
| 2020-Q3 | 199 | 28,211,025 | — | $300M |
| 2020-Q2 | 197 | 29,414,645 | — | $300M |
| 2020-Q1 | 204 | 27,754,452 | — | $271M |
| 2019-Q4 | 195 | 26,111,699 | — | $279M |
| 2019-Q3 | 180 | 28,142,696 | — | $295M |
| 2019-Q2 | 166 | 28,396,576 | — | $288M |
| 2019-Q1 | 175 | 28,893,675 | — | $288M |
| 2018-Q4 | 170 | 27,865,852 | — | $258M |
| 2018-Q3 | 164 | 26,733,182 | — | $369M |
| 2018-Q2 | 151 | 25,641,828 | — | $244M |
| 2018-Q1 | 161 | 24,599,010 | — | $232M |
| 2017-Q4 | 153 | 22,427,468 | — | $226M |
| 2017-Q3 | 141 | 21,739,992 | — | $222M |
| 2017-Q2 | 145 | 21,209,222 | — | $211M |
| 2017-Q1 | 152 | 25,088,932 | — | $245M |
| 2016-Q4 | 155 | 25,210,352 | — | $241M |
| 2016-Q3 | 144 | 20,939,371 | — | $221M |
| 2016-Q2 | 139 | 20,629,393 | — | $221M |
| 2016-Q1 | 144 | 19,093,692 | — | $200M |
| 2015-Q4 | 138 | 20,013,109 | — | $199M |
| 2015-Q3 | 123 | 17,938,284 | — | $176M |
| 2015-Q2 | 121 | 18,141,240 | — | $174M |
| 2015-Q1 | 118 | 17,456,521 | — | $173M |
| 2014-Q4 | 123 | 16,820,222 | — | $162M |
| 2014-Q3 | 118 | 15,096,886 | — | $142M |
| 2014-Q2 | 117 | 14,787,286 | — | $142M |
| 2014-Q1 | 122 | 15,418,196 | — | $146M |
| 2013-Q4 | 127 | 14,645,338 | — | $132M |
| 2013-Q3 | 117 | 14,577,918 | — | $133M |
| 2013-Q2 | 118 | 13,037,802 | — | $125M |
| 2013-Q1 | 9 | 249,777 | — | $3M |
