Among active 13F managers last quarter, 20 added and 15 reduced; the largest holder to move was TIAA-CREF Individual & Institutional Services, LLC (+5.4%).
258 tracked 13F filers disclose a position in NULV as of the latest SEC 13F filings, a combined $1.6B 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 | 11.9M | $539.4M | ▼−6.3% Reduced · −799K sh | Q1 2026 | |
| 2 | TIAA-CREF Individual & Institutional Services, LLC | 5.0M | $251.7M | ▲+5.4% Added · +259K sh | Q2 2026 | |
| 3 | JPMorgan Chase & Co | 2.0M | $90.9M | ▲+0.6% Added · +12K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 1.9M | $86.4M | ▲+6.0% Added · +108K sh | Q1 2026 | |
| 5 | Morgan Stanley | 1.3M | $58.1M | ▲+3.5% Added · +44K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 1.1M | $51.1M | ▲+12% Added · +119K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 1.1M | $47.9M | ▲+124% Added · +583K sh | Q1 2026 | |
| 8 | Mercer Global Advisors Inc | 541K | $24.6M | ▼−20% Reduced · −139K sh | Q1 2026 | |
| 9 | Beacon Pointe Advisors, LLC | 526K | $26.3M | ▲+4.1% Added · +21K sh | Q2 2026 | |
| 10 | UBS Group AG | 517K | $23.5M | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | 438K | $19.9M | ▲+28% Added · +95K sh | Q1 2026 | |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 403K | $20.1M | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 13 | Eastern Bank | 288K | $14.4M | ▲+2.4% Added · +7K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 251K | $11.4M | ▲+21% Added · +43K sh | Q1 2026 | |
| 15 | Mission Wealth Management, LP | 246K | $12.3M | ▲+13% Added · +29K sh | Q2 2026 | |
| 16 | EP Wealth Advisors, LLC | 236K | $11.8M | ▲+62% Added · +91K sh | Q2 2026 | |
| 17 | Ameriprise Financial Inc | 232K | $10.6M | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 18 | Mariner, LLC | 231K | $10.5M | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 19 | ST Germain D J Co Inc | 190K | $9.5M | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 20 | Allworth Financial LP | 184K | $8.4M | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | 173K | $7.9M | ▲+6.0% Added · +10K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | 167K | $7.6M | ▼−12% Reduced · −22K sh | Q1 2026 | |
| 23 | Savant Capital, LLC | 164K | $7.8M | ▲+91% Added · +78K sh | Q2 2026 | |
| 24 | Regatta Capital Group, LLC | 151K | $7.5M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 25 | One Capital Management, LLC | 143K | $6.5M | ▲+0.1% Added · +78 sh | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 20 funds added to an existing position in NULV, while 15 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 | 127 funds | $29.2B |
| Apple IncAAPL | 126 funds | $36.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 125 funds | $4.5B |
| Nvidia CorpNVDA | 124 funds | $42.9B |
| Amazon.com IncAMZN | 124 funds | $19.8B |
| Alphabet Inc-CL CGOOG | 122 funds | $11.9B |
| Alphabet Inc-CL AGOOGL | 120 funds | $16.8B |
| JPMorgan Chase & CoJPM | 119 funds | $8.0B |
| Meta Platforms Inc-Class AMETA | 118 funds | $9.3B |
| Eli Lilly & CoLLY | 118 funds | $8.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 118 funds | $6.4B |
| Walmart IncWMT | 117 funds | $4.7B |
Ranked by how many of NULV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NULV.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 294 funds | $1.9B |
| NULVthis pagemc | 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 NULV
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/NULV/capital-change-brief"
Use Arkolith's capital_change_brief for NULV. 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 NULV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.