237 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $740.9M | 8.1M | ▲+156% Added · +5.0M sh | Q1 2026 | |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $227.6M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 3 | Northwest & Ethical Investments L.P. | $130.3M | 1.4M | ▲+8.9% Added · +118K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $101.1M | 1.1M | ▲+14% Added · +140K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $81.1M | 927K | ▲+59% Added · +344K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $61.6M | 677K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $50.8M | 558K | ▲+7.1% Added · +37K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 493K | ▲+113% Added · +262K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $29.5M | 324K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 10 | UBS Group AG | $24.5M | 269K | ▲+10% Added · +25K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $19.8M | 218K | ▲+46% Added · +69K sh | Q1 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $14.1M | 155K | ▲+20% Added · +26K sh | Q1 2026 | |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | $12.9M | 141K | ▲+22% Added · +26K sh | Q1 2026 | |
| 14 | RVW Wealth, LLC | $15.5M | 133K | ▲+3.5% Added · +4K sh | Q2 2026 | |
| 15 | MISSION WEALTH MANAGEMENT, LP | $14.6M | 124K | ▲+16% Added · +17K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $9.2M | 101K | ▼−9.2% Reduced · −10K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $8.9M | 98K | ▲+87% Added · +46K sh | Q1 2026 | |
| 18 | Impact Investors, Inc | $10.8M | 92K | ▼−7.0% Reduced · −7K sh | Q2 2026 | |
| 19 | Laurel Wealth Planning LLC | $10.1M | 86K | ▼−0.8% Reduced · −709 sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $7.6M | 83K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.6M | 83K | ▲+7.0% Added · +5K sh | Q2 2026 | |
| 22 | One Capital Management, LLC | $7.5M | 82K | ▲+20% Added · +14K sh | Q1 2026 | |
| 23 | DeDora Capital, Inc. | $9.4M | 80K | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 24 | TIAA TRUST, NATIONAL ASSOCIATION | $7.0M | 77K | ▼−97% Reduced · −2.6M sh | Q1 2026 | |
| 25 | WCG Wealth Advisors LLC | $6.8M | 75K | ▲+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 14 added to an existing one, while 18 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 |
|---|---|---|
| APPLE INCAAPL | 110 funds | $35.2B |
| MICROSOFT CORPMSFT | 110 funds | $29.2B |
| NVIDIA CORPNVDA | 109 funds | $41.8B |
| AMAZON.COM INCAMZN | 108 funds | $19.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 105 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 104 funds | $16.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 103 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 102 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 100 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 100 funds | $6.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 100 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 99 funds | $9.0B |
Ranked by how many of NULG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGthis pagemc | 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 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.