13 tracked 13F filers disclose a position in NUGO as of the latest SEC 13F filings, a combined $71.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $37.9M | 1.1M | ▲+31% Added · +250K sh | Q1 2026 | |
| 2 | Goelzer Investment Management, Inc. | $25.0M | 579K | ▲New +579K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.9M | 82K | ▲New +82K sh | Q1 2026 | |
| 4 | Vigil Wealth Management, LLC | $2.5M | 57K | ▼−1.1% Reduced · −623 sh | Q2 2026 | |
| 5 | LPL Financial LLC | $1.8M | 51K | ▼−9.3% Reduced · −5K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $345K | 10K | ▼−70% Reduced · −23K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $299K | 8K | ▲+1.4% Added · +118 sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $241K | 7K | ▲+80% Added · +3K sh | Q1 2026 | |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $69K | 2K | —Held | Q2 2026 | |
| 10 | Parallel Advisors, LLC | $38K | 1K | —Held | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $18K | 500 | —Held | Q1 2026 | |
| 12 | Waverly Advisors, LLC | $12K | 345 | ▲New +345 sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $47 | 1 | —Held | 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, 2 funds opened a new position in NUGO and 1 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 14 funds | $127.2B |
| APPLE INCAAPL | 14 funds | $120.7B |
| NVIDIA CORPNVDA | 14 funds | $117.8B |
| AMAZON.COM INCAMZN | 14 funds | $85.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $80.6B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $55.5B |
| BROADCOM INCAVGO | 14 funds | $47.8B |
| ALPHABET INC-CL AGOOGL | 14 funds | $38.5B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $34.4B |
| TESLA INCTSLA | 14 funds | $32.0B |
| VANGUARD VALUE ETFVTV | 14 funds | $27.2B |
| ELI LILLY & COLLY | 14 funds | $26.7B |
Ranked by how many of NUGO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 237 funds | $1.9B |
| NULVmc | 225 funds | $1.5B |
| NUSCcommon | 211 funds | $945.9M |
| NUDMcommon | 118 funds | $440.8M |
| NUMGmc | 112 funds | $240.9M |
| NUMVmc | 105 funds | $322.6M |
| NUBDNUVEENESGUS | 93 funds | $254.6M |
| NUEMcommon | 93 funds | $238.1M |
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 NUGO
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/NUGO/capital-change-brief"
Use Arkolith's capital_change_brief for NUGO. 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 NUGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.