Among active 13F managers last quarter, 5 opened and 9 added, while 25 reduced; the largest holder to move was TIAA-CREF Individual & Institutional Services, LLC (−2.4%).
294 tracked 13F filers disclose a position in NULG as of the latest SEC 13F filings, a combined $1.9B 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 | 8.1M | $740.9M | ▲+156% Added · +5.0M sh | Q1 2026 | |
| 2 | TIAA-CREF Individual & Institutional Services, LLC | 2.4M | $285.9M | ▼−2.4% Reduced · −60K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 1.1M | $101.1M | ▲+14% Added · +140K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 927K | $81.1M | ▲+59% Added · +344K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 677K | $61.6M | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 6 | Morgan Stanley | 558K | $50.8M | ▲+7.1% Added · +37K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 493K | $44.8M | ▲+113% Added · +262K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 324K | $29.5M | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 9 | UBS Group AG | 269K | $24.5M | ▲+10% Added · +25K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | 218K | $19.8M | ▲+46% Added · +69K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | 177K | $20.7M | ▲+14% Added · +21K sh | Q2 2026 | |
| 12 | RVW Wealth, LLC | 133K | $15.5M | ▲+3.5% Added · +4K sh | Q2 2026 | |
| 13 | Mission Wealth Management, LP | 124K | $14.6M | ▲+16% Added · +17K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 101K | $9.2M | ▼−9.2% Reduced · −10K sh | Q1 2026 | |
| 15 | Win Advisors, Inc | 99K | $11.6M | ▲New +99K sh | Q2 2026 | |
| 16 | Wells Fargo & Company | 98K | $8.9M | ▲+87% Added · +46K sh | Q1 2026 | |
| 17 | Impact Investors, Inc | 92K | $10.8M | ▼−7.0% Reduced · −7K sh | Q2 2026 | |
| 18 | EP Wealth Advisors, LLC | 91K | $10.6M | ▲+101% Added · +46K sh | Q2 2026 | |
| 19 | Laurel Wealth Planning LLC | 86K | $10.1M | ▼−0.8% Reduced · −709 sh | Q2 2026 | |
| 20 | Coldstream Capital Management Inc | 85K | $10.0M | ▼−40% Reduced · −56K sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 83K | $7.6M | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 22 | Wealth Enhancement Advisory Services, LLC | 83K | $9.6M | ▲+7.0% Added · +5K sh | Q2 2026 | |
| 23 | One Capital Management, LLC | 82K | $7.5M | —Held | Q2 2026 | |
| 24 | DeDora Capital, Inc. | 80K | $9.4M | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 25 | WCG Wealth Advisors LLC | 75K | $6.8M | ▲+2.1% Added · +2K 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, 5 funds opened a new position in NULG and 9 added to an existing one, while 25 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 |
|---|---|---|
| Microsoft CorpMSFT | 147 funds | $30.8B |
| Nvidia CorpNVDA | 146 funds | $45.0B |
| Apple IncAAPL | 146 funds | $38.4B |
| Amazon.com IncAMZN | 144 funds | $22.2B |
| Alphabet Inc-CL AGOOGL | 143 funds | $17.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 142 funds | $4.2B |
| Alphabet Inc-CL CGOOG | 137 funds | $12.5B |
| JPMorgan Chase & CoJPM | 136 funds | $8.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 136 funds | $6.7B |
| Vanguard S&P 500 ETFVOO | 134 funds | $6.0B |
| Vanguard Total Stock MKT ETFVTI | 134 funds | $3.7B |
| Meta Platforms Inc-Class AMETA | 133 funds | $9.8B |
Ranked by how many of NULG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NULG.
| Class | 13F holders | Value held |
|---|---|---|
| NULGthis pagemc | 294 funds | $1.9B |
| NULVmc | 258 funds | $1.6B |
| NUSCcommon | 245 funds | $971.2M |
| NUDMcommon | 140 funds | $471.3M |
| NUMGmc | 126 funds | $251.5M |
| NUMVmc | 122 funds | $334.3M |
| NUBDUIT EXCHANGE TRADED | 113 funds | $266.7M |
| NUEMcommon | 109 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 NULG
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/NULG/capital-change-brief"
Use Arkolith's capital_change_brief for NULG. 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 NULG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.