Institutional Holders (2026 Q2)
265 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NUSC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 8.47% | 1,546,982 | $80.6M |
| 2 | North Berkeley Wealth Management, LLC | 6.20% | 294,384 | $15.3M |
| 3 | Allodium Investment Consultants, LLC | 2.89% | 130,437 | $6.8M |
| 4 | Xena Financial Planning, LLC | 2.20% | 43,965 | $2.3M |
| 5 | First Pacific Financial | 1.62% | 260,637 | $13.6M |
| 6 | DeDora Capital, Inc. | 1.53% | 135,160 | $7.0M |
| 7 | Sbe LLC Dba Cedar Cove Wealth Partners | 1.45% | 59,252 | $3.1M |
| 8 | True Blue Financial, LLC | 1.38% | 62,651 | $3.3M |
| 9 | Boston Common Asset Management, LLC | 1.30% | 419,630 | $21.9M |
| 10 | Clarity Wealth Development LLC | 1.16% | 40,258 | $2.1M |
| 11 | Westfuller Advisors, LLC | 0.95% | 50,276 | $2.6M |
| 12 | IMPACTfolio, LLC | 0.91% | 46,108 | $2.4M |
| 13 | Rossby Financial, LCC | 0.74% | 77,279 | $4.0M |
| 14 | Stonehearth Capital Management, LLC | 0.67% | 37,711 | $2.0M |
| 15 | Corundum Group, Inc. | 0.67% | 43,317 | $2.3M |
| 16 | McCartney Wealth Management LLC | 0.65% | 16,345 | $852K |
| 17 | Mission Wealth Management, LP | 0.56% | 876,476 | $45.7M |
| 18 | Pioneer Wealth Management Group | 0.52% | 41,537 | $2.2M |
| 19 | Equita Financial Network, Inc. | 0.44% | 30,159 | $1.6M |
| 20 | SilverOak Wealth Management LLC | 0.42% | 62,225 | $3.2M |
| 21 | Shotwell Rutter Baer Inc | 0.41% | 14,409 | $751K |
| 22 | SGL Investment Advisors, Inc. | 0.41% | 22,679 | $1.2M |
| 23 | BSW Wealth Partners | 0.40% | 68,509 | $3.6M |
| 24 | Zenith Solutions, INC. | 0.39% | 8,340 | $435K |
| 25 | Arlington Financial Advisors, LLC | 0.36% | 54,209 | $2.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|