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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 8,146,712 | $741M | 38.8% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 2,502,577 | $228M | 11.9% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 1,433,040 | $130M | 6.8% | 2026-Q1 |
| LPL Financial LLC added | 1,111,639 | $101M | 5.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 926,578 | $81M | 4.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 676,988 | $62M | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 558,101 | $51M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 492,559 | $45M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 323,971 | $29M | 1.5% | 2026-Q1 |
| UBS Group AG added | 269,011 | $24M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 243,921 | $22M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 218,006 | $20M | 1.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 155,451 | $14M | 0.7% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 141,366 | $13M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 129,552 | $12M | 0.6% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 128,235 | $12M | 0.6% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 107,586 | $10M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 100,723 | $9M | 0.5% | 2026-Q1 |
| Impact Investors, Inc added | 99,393 | $9M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 98,371 | $9M | 0.5% | 2026-Q1 |
| Laurel Wealth Planning LLC added | 87,058 | $8M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 83,317 | $8M | 0.4% | 2026-Q1 |
| One Capital Management, LLC added | 82,429 | $7M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 77,429 | $7M | 0.4% | 2026-Q1 |
| DeDora Capital, Inc. added | 77,638 | $7M | 0.4% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 77,432 | $7M | 0.4% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 74,734 | $7M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 72,480 | $7M | 0.3% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 67,602 | $6M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 63,403 | $6M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 62,179 | $6M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 57,335 | $5M | 0.3% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 53,402 | $5M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 51,182 | $5M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 50,803 | $5M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 49,871 | $5M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 49,663 | $5M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 48,807 | $4M | 0.2% | 2026-Q1 |
| True Blue Financial, LLC added | 48,318 | $4M | 0.2% | 2026-Q1 |
| FMR LLC added | 48,255 | $4M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 48,088 | $4M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 44,987 | $4M | 0.2% | 2026-Q1 |
| Evolution Advisers, Inc. added | 42,337 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 40,525 | $4M | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors added | 38,015 | $3M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH new | 37,820 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 37,559 | $3M | 0.2% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 35,697 | $3M | 0.2% | 2026-Q1 |
| SGL Investment Advisors, Inc. added | 27,503 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,955 | $3M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 30,916 | $3M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 29,278 | $3M | 0.1% | 2026-Q1 |
| L & S Advisors Inc added | 27,907 | $3M | 0.1% | 2026-Q1 |
| CWM, LLC added | 27,023 | $2M | 0.1% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 26,256 | $2M | 0.1% | 2026-Q1 |
| Scott Capital Advisors, LLC added | 24,420 | $2M | 0.1% | 2026-Q1 |
| BOKF, NA trimmed | 24,116 | $2M | 0.1% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 23,868 | $2M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 23,119 | $2M | 0.1% | 2026-Q1 |
| Equita Financial Network, Inc. added | 23,013 | $2M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 22,806 | $2M | 0.1% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 22,461 | $2M | 0.1% | 2026-Q1 |
| Mascoma Wealth Management LLC trimmed | 22,461 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 20,203 | $2M | 0.1% | 2026-Q1 |
| CX Institutional added | 20,522 | $2M | 0.1% | 2026-Q1 |
| Financial Insights, Inc. added | 20,202 | $2M | 0.1% | 2026-Q1 |
| J.Safra Asset Management Corp | 20,160 | $2M | 0.1% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS trimmed | 19,366 | $2M | 0.1% | 2026-Q1 |
| CGN Advisors LLC | 19,195 | $2M | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. added | 18,684 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,649 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 18,495 | $2M | 0.1% | 2026-Q1 |
| Falcon Wealth Planning added | 18,184 | $2M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 17,580 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 17,457 | $2M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 16,875 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 16,785 | $2M | 0.1% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. | 16,233 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 15,489 | $1M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 15,177 | $1M | 0.1% | 2026-Q1 |
| First Pacific Financial trimmed | 14,674 | $1M | 0.1% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC | 14,585 | $1M | 0.1% | 2026-Q1 |
| Curtis Advisory Group, LLC added | 14,529 | $1M | 0.1% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 13,948 | $1M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 13,670 | $1M | 0.1% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 13,468 | $1M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 13,120 | $1M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 193,776 | $19M | 1.0% | 2025-Q4 stale |
| O'Brien Wealth Partners LLC trimmed | 103,049 | $10M | 0.5% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 68,500 | $7M | 0.4% | 2025-Q4 stale |
| Cerity Partners OCIO LLC trimmed | 59,825 | $6M | 0.3% | 2025-Q3 stale |
| Elevation Capital Advisory, LLC trimmed | 51,023 | $5M | 0.3% | 2025-Q4 stale |
| TrueWealth Financial Partners new | 45,689 | $4M | 0.2% | 2025-Q4 stale |
| Cable Hill Partners, LLC added | 47,032 | $4M | 0.2% | 2025-Q1 stale |
| Money Design Co.,Ltd. added | 39,013 | $4M | 0.2% | 2025-Q2 stale |
| Mirae Asset Global Investments Co., Ltd. added | 27,100 | $3M | 0.1% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. added | 23,226 | $2M | 0.1% | 2025-Q4 stale |
| Wealth Advisory Team LLC trimmed | 23,191 | $2M | 0.1% | 2025-Q4 stale |
| IMPACTfolio, LLC trimmed | 19,199 | $2M | 0.1% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP new | 14,100 | $1M | 0.1% | 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.
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.