Among active 13F managers last quarter, 1 opened and 2 added, while 4 reduced; the largest holder to move was Prospera Financial Services Inc (+1.7%).
22 tracked 13F filers disclose a position in NUAG as of the latest SEC 13F filings, a combined $28.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 459K | $9.6M | ▲+15% Added · +61K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 195K | $4.1M | ▲+25% Added · +39K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 192K | $4.0M | ▲+60% Added · +72K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 119K | $2.5M | ▼−0.3% Reduced · −392 sh | Q1 2026 | |
| 5 | Prospera Financial Services Inc | 76K | $1.6M | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 6 | Perigon Wealth Management, LLC | 65K | $1.4M | ▲+8.8% Added · +5K sh | Q2 2026 | |
| 7 | Flynn Zito Capital Management, LLC | 40K | $851K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 8 | Apollon Financial, LLC | 31K | $643K | ▼−8.8% Reduced · −3K sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 28K | $597K | ▲+342% Added · +22K sh | Q1 2026 | |
| 10 | UBS Group AG | 27K | $561K | ▲+59% Added · +10K sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 25K | $528K | ▼−58% Reduced · −35K sh | Q1 2026 | |
| 12 | McNamara Financial Services, Inc. | 24K | $505K | ▼−1.6% Reduced · −378 sh | Q2 2026 | |
| 13 | Morgan Stanley | 22K | $472K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 20K | $427K | ▲New +20K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 13K | $277K | ▼−64% Reduced · −23K sh | Q1 2026 | |
| 16 | Beaumont Financial Advisors, LLC | 12K | $243K | —Held | Q2 2026 | |
| 17 | Private Trust Co Na | 3K | $57K | ▲New +3K sh | Q2 2026 | |
| 18 | Wells Fargo & Company | 2K | $40K | —Held | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 2K | $34K | —Held | Q2 2026 | |
| 20 | Rothschild Investment LLC | 865 | $18K | ▲+0.3% Added · +3 sh | Q2 2026 | |
| 21 | Obsidian Cio, LLC | 170 | $7K | ▼−18% Reduced · −37 sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 80 | $2K | ▼−54% Reduced · −95 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in NUAG and 2 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 7 funds | $2.8B |
| Nvidia CorpNVDA | 7 funds | $2.8B |
| Apple IncAAPL | 7 funds | $2.5B |
| Microsoft CorpMSFT | 7 funds | $1.6B |
| Broadcom IncAVGO | 7 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.1B |
| JPMorgan Chase & CoJPM | 7 funds | $860.6M |
| Lam Research CorpLRCX | 7 funds | $653.0M |
| Intel CorpINTC | 7 funds | $636.6M |
| Procter & Gamble CoPG | 7 funds | $468.7M |
| Johnson & JohnsonJNJ | 7 funds | $453.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $428.6M |
Ranked by how many of NUAG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NUAG.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 291 funds | $1.9B |
| NULVmc | 257 funds | $1.6B |
| NUSCcommon | 243 funds | $971.2M |
| NUDMcommon | 138 funds | $471.3M |
| NUMGmc | 126 funds | $251.5M |
| NUMVmc | 122 funds | $334.3M |
| NUBDUIT EXCHANGE TRADED | 111 funds | $266.4M |
| NUEMcommon | 107 funds | $254.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NUAG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NUAG/capital-change-brief"
Use Arkolith's capital_change_brief for NUAG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NUAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.