Who owns NULG
Which tracked institutional funds hold NULG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NULG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NULG is one-sided between 2026-Q1 and 2026-Q2: 101 added or opened and 21 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NULG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NULG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 304 tracked filers holding NULG, 148 increased or opened the position and 135 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NULG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- WIN ADVISORS, INC$12M
- Global Retirement Partners, LLC$8M
- CITADEL ADVISORS LLC$3M
- Elevation Capital Advisory, LLC$3M
- Wealth Advisory Team LLC$2M
- Bond & Devick Financial Network, Inc.$2M
Full exits 15
- Northwest & Ethical Investments L.P.$130M
- Cambridge Investment Research Advisors, Inc.$22M
- HighTower Advisors, LLC$8M
- Thrivent Financial for Lutherans$6M
- Evolution Advisers, Inc.$4M
- Ascentis Independent Advisors$3M
Largest adds
- BANK OF AMERICA CORP /DE/$166M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$58M
- JPMORGAN CHASE & CO$33M
- LPL Financial LLC$29M
- COMMONWEALTH EQUITY SERVICES, LLC$20M
- MORGAN STANLEY$16M
Largest trims
- COLDSTREAM CAPITAL MANAGEMENT INC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Clarity Asset Management, Inc.$2M
- Mariner, LLC$1M
- WELLS FARGO & COMPANY/MN$805K
- Corient Private Wealth LP$618K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 7,748,550 | $907M | 42.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 2,442,650 | $286M | 13.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,111,081 | $130M | 6.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 991,582 | $114M | 5.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 695,633 | $81M | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 569,147 | $67M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 516,567 | $60M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 316,213 | $37M | 1.7% | 2026-Q2 |
| UBS Group AG added | 277,316 | $32M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 237,347 | $28M | 1.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 176,794 | $21M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 143,889 | $17M | 0.8% | 2026-Q2 |
| RVW Wealth, LLC added | 132,672 | $16M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 126,692 | $15M | 0.7% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 124,436 | $15M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 114,889 | $13M | 0.6% | 2026-Q2 |
| WIN ADVISORS, INC added | 99,015 | $12M | 0.5% | 2026-Q2 |
| Impact Investors, Inc trimmed | 92,455 | $11M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 90,616 | $11M | 0.5% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 86,349 | $10M | 0.5% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 85,481 | $10M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 82,840 | $10M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 82,429 | $7M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 80,355 | $9M | 0.4% | 2026-Q2 |
| DeDora Capital, Inc. added | 80,070 | $9M | 0.4% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 74,169 | $9M | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 70,682 | $8M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 69,543 | $8M | 0.4% | 2026-Q2 |
| Francis Financial, Inc. trimmed | 66,909 | $8M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 66,777 | $8M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 66,015 | $8M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 62,774 | $7M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 59,566 | $7M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 58,517 | $7M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 51,326 | $6M | 0.3% | 2026-Q2 |
| True Blue Financial, LLC trimmed | 45,647 | $5M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 45,133 | $5M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 44,420 | $5M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 43,759 | $5M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 40,830 | $5M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 40,774 | $5M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 36,662 | $4M | 0.2% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 36,108 | $4M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 29,368 | $3M | 0.2% | 2026-Q2 |
| L & S Advisors Inc trimmed | 27,558 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 26,615 | $3M | 0.1% | 2026-Q2 |
| SGL Investment Advisors, Inc. trimmed | 26,331 | $3M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 25,990 | $3M | 0.1% | 2026-Q2 |
| Equita Financial Network, Inc. added | 25,450 | $3M | 0.1% | 2026-Q2 |
| Scott Capital Advisors, LLC added | 25,039 | $3M | 0.1% | 2026-Q2 |
| BOKF, NA added | 24,911 | $3M | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 24,517 | $3M | 0.1% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 24,199 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 23,081 | $3M | 0.1% | 2026-Q2 |
| Elevation Capital Advisory, LLC trimmed | 22,154 | $3M | 0.1% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 21,333 | $2M | 0.1% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 21,056 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,130 | $2M | 0.1% | 2026-Q2 |
| J.Safra Asset Management Corp trimmed | 19,868 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 19,657 | $2M | 0.1% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 19,500 | $2M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 19,126 | $2M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 18,887 | $2M | 0.1% | 2026-Q2 |
| Wealth Advisory Team LLC trimmed | 18,857 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 18,714 | $2M | 0.1% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS trimmed | 18,707 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,648 | $2M | 0.1% | 2026-Q2 |
| CGN Advisors LLC trimmed | 18,602 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 18,473 | $2M | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. new | 17,754 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,312 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 17,153 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 17,000 | $2M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 16,861 | $2M | 0.1% | 2026-Q2 |
| Falcon Wealth Planning trimmed | 16,443 | $2M | 0.1% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. trimmed | 16,076 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 15,523 | $2M | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 15,401 | $2M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 15,309 | $2M | 0.1% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC | 14,585 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 14,487 | $2M | 0.1% | 2026-Q2 |
| Cornerstone Financial Management LLC added | 14,395 | $2M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 14,018 | $2M | 0.1% | 2026-Q2 |
| First Pacific Financial trimmed | 13,889 | $2M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 13,600 | $2M | 0.1% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 13,555 | $2M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 13,416 | $2M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 13,330 | $2M | 0.1% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 12,829 | $2M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 12,338 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 12,337 | $1M | 0.1% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 12,257 | $1M | 0.1% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 12,223 | $1M | 0.1% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 12,069 | $1M | 0.1% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 10,993 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,957 | $1M | 0.1% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 10,401 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 10,270 | $1M | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 9,828 | $1M | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 9,049 | $1M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.