Institutional Holders (2026 Q2)
62 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NUHY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stewardship Advisors, LLC | 0.48% | 107,283 | $2.3M |
| 2 | Crux Wealth Advisors | 0.25% | 33,103 | $710K |
| 3 | Livet Wealth, LLC | 0.18% | 14,491 | $311K |
| 4 | Blueline Advisors LLC | 0.13% | 8,607 | $184K |
| 5 | Friedenthal Financial | 0.09% | 8,956 | $192K |
| 6 | 4Thought Financial Group Inc. | 0.06% | 5,754 | $123K |
| 7 | Legacy Financial Advisors, Inc. | 0.03% | 12,826 | $275K |
| 8 | Western Wealth Management, LLC | 0.03% | 42,119 | $903K |
| 9 | SageView Advisory Group, LLC | 0.03% | 34,289 | $726K |
| 10 | Moss Adams Wealth Advisors LLC | 0.02% | 17,854 | $383K |
| 11 | MJT & Associates Financial Advisory Group, Inc. | 0.02% | 1,116 | $24K |
| 12 | Financial Gravity Companies, Inc. | 0.01% | 3,727 | $80K |
| 13 | Prime Capital Investment Advisors, LLC | 0.01% | 61,722 | $1.3M |
| 14 | Quaker Wealth Management, LLC | 0.01% | 2,044 | $44K |
| 15 | Brighton Jones LLC | 0.01% | 31,312 | $671K |
| 16 | Vestmark Advisory Solutions, Inc. | 0.01% | 49,408 | $1.1M |
| 17 | Continuum Advisory, LLC | 0.01% | 4,615 | $99K |
| 18 | Perigon Wealth Management, LLC | 0.01% | 23,500 | $504K |
| 19 | AdvisorNet Financial, Inc | 0.00% | 4,660 | $100K |
| 20 | Godfrey Financial Associates, Inc. | 0.00% | 254 | $5K |
| 21 | Rossby Financial, LCC | 0.00% | 1,054 | $23K |
| 22 | Sei Investments Co | 0.00% | 196,111 | $4.2M |
| 23 | Kingdom Financial Group LLC. | 0.00% | 664 | $14K |
| 24 | Envestnet Asset Management Inc | 0.00% | 555,064 | $11.9M |
| 25 | Assetmark, Inc | 0.00% | 61,032 | $1.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|