AI Holders Summary · Q2 2026

245 institutions reported NUV in Q2 2026. UBS Group AG leads at 22.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

UBS Group AG

CIK 0001610520

$70M7.5M0.01%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$41M4.5M0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$30M3.2M0.19%Q2 2026 04

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$26M2.9M0.75%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$20M2.2M0.01%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$19M2.0M0.00%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$12M1.3M0.00%Q2 2026 08

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$11M1.2M0.00%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$11M1.2M0.00%Q2 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$10M1.1M0.01%Q2 2026 11

Granby Capital Management, LLC

CIK 0001857581

$7M736K3.54%Q2 2026 12

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$7M731K0.01%Q2 2026 13

Chicago Partners Investment Group LLC

CIK 0001563525

$7M713K0.13%Q2 2026 14

STIFEL FINANCIAL CORP

CIK 0000720672

$6M689K0.01%Q2 2026 15

Congress Park Capital LLC

CIK 0001730945

$6M599K1.49%Q2 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$5M571K0.00%Q2 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M551K0.01%Q2 2026 18

BAR HARBOR WEALTH MANAGEMENT

CIK 0001035463

$4M488K0.24%Q2 2026 19

Prospera Financial Services Inc

CIK 0001541625

$4M476K0.06%Q2 2026 20

Rockefeller Capital Management L.P.

CIK 0001739439

$4M473K0.01%Q2 2026

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