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NUGO NUSHARES ETF TR

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CMN (fund)

14 managers (14 13F filers) reported a position in NUGO shares at 2026-03-31, 1,330,082 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
4
Reduced
3
Sold out
3
Shares held by filers
1,330,082

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,052,792$37.9M0.03%+250,09313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,847$2.94M<0.01%new13F-HRTimelineGroup
Vigil Wealth Management, LLC57,580$2.07M1.67%+3,30113F-HRTimeline
Goldstone Financial Group, LLC51,492$1.85M0.2%-1,93513F-HRTimeline
LPL Financial LLC50,874$1.83M<0.01%-5,24413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,600$345K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,322$299K<0.01%+11813F-HRTimeline
SHP Wealth Management7,120$256K0.02%-3,84113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,941$241K<0.01%+3,09113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,600$57.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,068$38.4K<0.01%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$18K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC345$12.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$47<0.01%013F-HRTimelineGroup