17 tracked 13F filers disclose a position in NULC as of the latest SEC 13F filings, a combined $12.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tolleson Wealth Management, Inc. | $4.6M | 84K | ▼−17% Reduced · −18K sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 67K | ▲+180% Added · +43K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $617K | 13K | ▲+1.0% Added · +133 sh | Q1 2026 | |
| 4 | Values Added Financial LLC | $712K | 13K | ▼−3.3% Reduced · −449 sh | Q2 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $577K | 12K | ▲+18% Added · +2K sh | Q1 2026 | |
| 6 | Wealth Group Ltd | $546K | 10K | ▼−12% Reduced · −1K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $428K | 9K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $355K | 8K | —Held | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $295K | 6K | ▼−24% Reduced · −2K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $306K | 6K | ▼−46% Reduced · −5K sh | Q2 2026 | |
| 11 | PW ADVISORS, LLC \ FL | $254K | 5K | ▲New +5K sh | Q2 2026 | |
| 12 | EP Wealth Advisors, LLC | $251K | 5K | —Held | Q2 2026 | |
| 13 | Towneley Capital Management, Inc / DE | $223K | 4K | ▲New +4K sh | Q2 2026 | |
| 14 | Westside Investment Management, Inc. | $114K | 2K | —Held | Q2 2026 | |
| 15 | Ameritas Advisory Services, LLC | $108K | 2K | ▲New +2K sh | Q2 2026 | |
| 16 | CoreCap Advisors, LLC | $1K | 24 | —Held | Q1 2026 | |
| 17 | UBS Group AG | $93 | 2 | ▼−99% Reduced · −256 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, 3 funds opened a new position in NULC, while 1 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 6 funds | $164.3M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $134.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $389.7M |
| VANGUARD TOTAL BOND MARKETBND | 5 funds | $121.4M |
| VANGUARD VALUE ETFVTV | 5 funds | $65.6M |
| ISHARES CORE S&P MIDCAP ETFIJH | 5 funds | $62.1M |
| AVANTIS US SMALL CAP VALUEAVUV | 5 funds | $61.3M |
| VANGUARD GROWTH ETFVUG | 5 funds | $56.1M |
| VANGUARD MID-CAP ETFVO | 5 funds | $52.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $46.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 5 funds | $42.1M |
| VANGUARD TAX-EXEMPT BOND ETFVTEB | 5 funds | $39.1M |
Ranked by how many of NULC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 288 funds | $2.0B |
| NULVmc | 255 funds | $1.6B |
| NUSCcommon | 240 funds | $973.6M |
| NUDMcommon | 134 funds | $470.8M |
| NUMGmc | 127 funds | $250.6M |
| NUMVmc | 123 funds | $333.5M |
| NUBDNUVEENESGUS | 111 funds | $270.9M |
| NUEMcommon | 105 funds | $252.6M |
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 NULC
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/NULC/capital-change-brief"
Use Arkolith's capital_change_brief for NULC. 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 NULC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.