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Institutional Ownership · SEC Form 13F

Who owns NULG (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

278
Institutional holders
21,088,047
Shares held (tracked funds)

How the tape is positioned

29 tracked funds added or opened NULG while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes NULG more heavily than its largest holder by dollar value does.

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 2025-Q4 and 2026-Q1, across 278 tracked filers holding NULG, 132 increased or opened the position and 115 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 2025-Q4 and 2026-Q1 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 4

  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$228M
  • GTS SECURITIES LLC$4M
  • KEYBANK NATIONAL ASSOCIATION/OH$3M
  • LexAurum Advisors, LLC$753K

Full exits 10

  • Envestnet Portfolio Solutions, Inc.$19M
  • O'Brien Wealth Partners LLC$10M
  • Global Retirement Partners, LLC$7M
  • Elevation Capital Advisory, LLC$5M
  • TrueWealth Financial Partners$4M
  • Mirae Asset Global Investments Co., Ltd.$3M

Largest adds

  • BANK OF AMERICA CORP /DE/$430M
  • JPMORGAN CHASE & CO$24M
  • ENVESTNET ASSET MANAGEMENT INC$22M
  • LPL Financial LLC$6M
  • Bank of New York Mellon Corp$5M
  • Laurel Wealth Planning LLC$4M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$252M
  • Uniting Wealth Partners, LLC$6M
  • Vestmark Advisory Solutions, Inc.$5M
  • MERCER GLOBAL ADVISORS INC /ADV$5M
  • Clarity Asset Management, Inc.$5M
  • COMMONWEALTH EQUITY SERVICES, LLC$5M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added8,146,712$741M38.8%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new2,502,577$228M11.9%2026-Q1
Northwest & Ethical Investments L.P. added1,433,040$130M6.8%2026-Q1
LPL Financial LLC added1,111,639$101M5.3%2026-Q1
JPMORGAN CHASE & CO added926,578$81M4.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed676,988$62M3.2%2026-Q1
MORGAN STANLEY added558,101$51M2.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added492,559$45M2.3%2026-Q1
AMERIPRISE FINANCIAL INC added323,971$29M1.5%2026-Q1
UBS Group AG added269,011$24M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed243,921$22M1.2%2026-Q1
Bank of New York Mellon Corp added218,006$20M1.0%2026-Q1
Beacon Pointe Advisors, LLC added155,451$14M0.7%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC added141,366$13M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS added129,552$12M0.6%2026-Q1
RVW Wealth, LLC trimmed128,235$12M0.6%2026-Q1
MISSION WEALTH MANAGEMENT, LP added107,586$10M0.5%2026-Q1
Cetera Investment Advisers trimmed100,723$9M0.5%2026-Q1
Impact Investors, Inc added99,393$9M0.5%2026-Q1
WELLS FARGO & COMPANY/MN added98,371$9M0.5%2026-Q1
Laurel Wealth Planning LLC added87,058$8M0.4%2026-Q1
HighTower Advisors, LLC trimmed83,317$8M0.4%2026-Q1
One Capital Management, LLC added82,429$7M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed77,429$7M0.4%2026-Q1
DeDora Capital, Inc. added77,638$7M0.4%2026-Q1
TIAA TRUST, NATIONAL ASSOCIATION trimmed77,432$7M0.4%2026-Q1
WCG Wealth Advisors LLC added74,734$7M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed72,480$7M0.3%2026-Q1
Francis Financial, Inc. trimmed67,602$6M0.3%2026-Q1
ASSETMARK, INC added63,403$6M0.3%2026-Q1
Thrivent Financial for Lutherans added62,179$6M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added57,335$5M0.3%2026-Q1
Clarity Asset Management, Inc. trimmed53,402$5M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed51,182$5M0.2%2026-Q1
Private Advisor Group, LLC trimmed50,803$5M0.2%2026-Q1
Mariner, LLC added49,871$5M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed49,663$5M0.2%2026-Q1
GTS SECURITIES LLC added48,807$4M0.2%2026-Q1
True Blue Financial, LLC added48,318$4M0.2%2026-Q1
FMR LLC added48,255$4M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed48,088$4M0.2%2026-Q1
EP Wealth Advisors, LLC added44,987$4M0.2%2026-Q1
Evolution Advisers, Inc. added42,337$4M0.2%2026-Q1
Kestra Advisory Services, LLC added40,525$4M0.2%2026-Q1
Ascentis Independent Advisors added38,015$3M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH new37,820$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added37,559$3M0.2%2026-Q1
CRUX WEALTH ADVISORS added35,697$3M0.2%2026-Q1
SGL Investment Advisors, Inc. added27,503$3M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added30,955$3M0.1%2026-Q1
Corient Private Wealth LLC added30,916$3M0.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. added29,278$3M0.1%2026-Q1
L & S Advisors Inc added27,907$3M0.1%2026-Q1
CWM, LLC added27,023$2M0.1%2026-Q1
UMB Bank, n.a. trimmed26,256$2M0.1%2026-Q1
Scott Capital Advisors, LLC added24,420$2M0.1%2026-Q1
BOKF, NA trimmed24,116$2M0.1%2026-Q1
Legacy Edge Advisors, LLC added23,868$2M0.1%2026-Q1
US BANCORP \DE\ trimmed23,119$2M0.1%2026-Q1
Equita Financial Network, Inc. added23,013$2M0.1%2026-Q1
Aptus Capital Advisors, LLC trimmed22,806$2M0.1%2026-Q1
Revolve Wealth Partners, LLC trimmed22,461$2M0.1%2026-Q1
Mascoma Wealth Management LLC trimmed22,461$2M0.1%2026-Q1
Equitable Holdings, Inc. added20,203$2M0.1%2026-Q1
CX Institutional added20,522$2M0.1%2026-Q1
Financial Insights, Inc. added20,202$2M0.1%2026-Q1
J.Safra Asset Management Corp20,160$2M0.1%2026-Q1
SBE LLC DBA CEDAR COVE WEALTH PARTNERS trimmed19,366$2M0.1%2026-Q1
CGN Advisors LLC19,195$2M0.1%2026-Q1
XY Planning Network, Inc. added18,684$2M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added18,649$2M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added18,495$2M0.1%2026-Q1
Falcon Wealth Planning added18,184$2M0.1%2026-Q1
IHT Wealth Management, LLC added17,580$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC added17,457$2M0.1%2026-Q1
NorthRock Partners, LLC trimmed16,875$2M0.1%2026-Q1
Rockefeller Capital Management L.P. added16,785$2M0.1%2026-Q1
Baltimore-Washington Financial Advisors, Inc.16,233$1M0.1%2026-Q1
Cerity Partners LLC added15,489$1M0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed15,177$1M0.1%2026-Q1
First Pacific Financial trimmed14,674$1M0.1%2026-Q1
MFA WEALTH ADVISORS, LLC14,585$1M0.1%2026-Q1
Curtis Advisory Group, LLC added14,529$1M0.1%2026-Q1
Heck Capital Advisors, LLC trimmed13,948$1M0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added13,670$1M0.1%2026-Q1
Cornerstone Financial Management LLC added13,468$1M0.1%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added13,120$1M0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed193,776$19M1.0%2025-Q4 stale
O'Brien Wealth Partners LLC trimmed103,049$10M0.5%2025-Q4 stale
Global Retirement Partners, LLC added68,500$7M0.4%2025-Q4 stale
Cerity Partners OCIO LLC trimmed59,825$6M0.3%2025-Q3 stale
Elevation Capital Advisory, LLC trimmed51,023$5M0.3%2025-Q4 stale
TrueWealth Financial Partners new45,689$4M0.2%2025-Q4 stale
Cable Hill Partners, LLC added47,032$4M0.2%2025-Q1 stale
Money Design Co.,Ltd. added39,013$4M0.2%2025-Q2 stale
Mirae Asset Global Investments Co., Ltd. added27,100$3M0.1%2025-Q4 stale
B. Riley Wealth Advisors, Inc. added23,226$2M0.1%2025-Q4 stale
Wealth Advisory Team LLC trimmed23,191$2M0.1%2025-Q4 stale
IMPACTfolio, LLC trimmed19,199$2M0.1%2025-Q3 stale
TWO SIGMA INVESTMENTS, LP new14,100$1M0.1%2025-Q3 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership