Institutional Holders (2026 Q2)
233 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NUV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Granby Capital Management, LLC | 3.54% | 736,112 | $6.8M |
| 2 | Ehrlich Financial Group | 1.69% | 356,385 | $3.3M |
| 3 | Congress Park Capital LLC | 1.49% | 599,132 | $5.5M |
| 4 | Redwood Family Wealth LLC | 1.38% | 170,632 | $1.6M |
| 5 | Dynamic Financial Group | 1.16% | 166,319 | $1.5M |
| 6 | Teachers Insurance & Annuity Association of America | 0.93% | 91,275 | $842K |
| 7 | Blake Schutter Theil Wealth Advisors, LLC | 0.93% | 148,378 | $1.4M |
| 8 | Hennion & Walsh Asset Management, Inc. | 0.75% | 2,862,303 | $26.4M |
| 9 | Cresta Advisors, Ltd. | 0.60% | 180,840 | $1.7M |
| 10 | Roman Butler Fullerton & Co | 0.56% | 258,207 | $2.4M |
| 11 | Accredited Investor Services, LLC | 0.56% | 107,848 | $994K |
| 12 | Broyhill Asset Management, LLC | 0.54% | 65,310 | $602K |
| 13 | Shepherd Kaplan Krochuk, LLC | 0.43% | 58,291 | $537K |
| 14 | Tandem Financial, LLC | 0.42% | 152,594 | $1.4M |
| 15 | Rhodes Investment Advisors Inc /Adv | 0.42% | 61,700 | $569K |
| 16 | Harmony Asset Management LLC | 0.31% | 125,300 | $1.2M |
| 17 | Steadtrust LLC | 0.31% | 66,000 | $609K |
| 18 | Seamount Financial Group Inc | 0.29% | 78,295 | $722K |
| 19 | Orleans Capital Management Corp/la | 0.28% | 59,200 | $546K |
| 20 | Bfsg, LLC | 0.27% | 329,726 | $3.0M |
| 21 | PKS Advisory Services, LLC | 0.26% | 175,587 | $1.6M |
| 22 | High Net Worth Advisory Group LLC | 0.26% | 130,200 | $1.2M |
| 23 | Bar Harbor Wealth Management | 0.24% | 487,825 | $4.5M |
| 24 | Citizens National Bank Trust Department | 0.23% | 169,770 | $1.6M |
| 25 | Breakwater Capital Group | 0.21% | 189,868 | $1.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|