NUBD Institutional Ownership
Who owns NUBD and what the big funds did with it last quarter, from every SEC 13F filing. 126 funds reported holding NUBD at Jun 30, 2026.
- ▲64 buying vs 46 selling
- ●Shares held by funds -0.1%
- ▼Funds holding -3
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 126 | 129 | −2.3% |
| In funds' top 10 | 1 | 2 | −50.0% |
| 13F shares | 15.5M | 15.6M | −0.1% |
| Held by funds | – | – | – |
| New positions | 10 | 9 | +11.1% |
| Increased | 54 | 59 | −8.5% |
| Reduced | 37 | 26 | +42.3% |
| Sold out | 9 | 9 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in NUBD
All superinvestors →
Who owns NUBD
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds64.4%
- Banks and brokers34.8%
- Pensions, insurers and other0.8%
The top 10 holders own 65.0% of all NUBD shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
93 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−884K sh
- Stanich Group LLCNew+193K sh
- Koss-Olinger Consulting, LLCAdded+157K sh
- CGN Advisors LLCTrimmed−155K sh
- Retirement Capital StrategiesSold out−125K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 2.1M | $45.9M | +102K |
| 2 | Cambridge Investment Research Advisors, Inc. | – | 1.9M | $41.8M | +988K |
| 3 | Bank of New York Mellon Corp | – | 1.7M | $38.2M | +82K |
| 4 | Envestnet Asset Management Inc | – | 1.7M | $36.8M | +121K |
| 5 | WCG Wealth Advisors LLC | – | 539K | $11.9M | −222K |
| 6 | LPL Financial LLC | – | 519K | $11.5M | +22K |
| 7 | Bolton Securities Corporation | – | 500K | $11.1M | +26K |
| 8 | CGN Advisors LLC | – | 453K | $10M | +29K |
| 9 | Composition Wealth, LLC | – | 426K | $9.4M | +25K |
| 10 | Westfuller Advisors, LLC | – | 313K | $6.9M | −3,909 |
- Cambridge Investment Research Advisors, Inc.+988K sh+$21.9M
- Mercer Global Advisors Inc /adv+237K sh+$5.2M
- Jpmorgan Chase & Co+172K sh+$3.8M
- XY Planning Network, Inc.+143K sh+$3.2M
- Envestnet Asset Management Inc+121K sh+$2.7M
- Morgan Stanley+102K sh+$2.3M
- Bank of New York Mellon Corp+82K sh+$1.8M
- rebel Financial LLC+46K sh+$1M
- First Pacific Financial−1.2M sh−$27.5M
- WCG Wealth Advisors LLC−222K sh−$4.9M
- Flow Traders U.s. LLC−79K sh−$1.8M
- Coldstream Capital Management Inc−56K sh−$1.2M
- Mariner, LLC−53K sh−$1.2M
- Independent Advisor Alliance−44K sh−$971K
- Goldman Sachs Group Inc−32K sh−$702K
- Jane Street Group, LLC−29K sh−$652K
NUBD institutional ownership FAQ
Who owns the most NUBD stock?
In Q2 2026 13F filings the largest holder of NUBD was Morgan Stanley, followed by Cambridge Investment Research Advisors, Inc. and Bank of New York Mellon Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of NUBD is owned by institutions?
126 funds reported holding 15.5M NUBD shares at Jun 30, 2026.
Are hedge funds buying NUBD?
In Q2 2026, 64 funds bought NUBD (10 of them new positions) and 46 sold (9 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for NUBD is neutral.
What is NUBD's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this NUBD ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.