Who owns NULV
Which tracked institutional funds hold NULV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NULV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
63 tracked funds added or opened NULV while 31 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
NULV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% 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 NULV 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 266 tracked filers holding NULV, 129 increased or opened the position and 123 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 NULV 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 6
- True Blue Financial, LLC$6M
- CANANDAIGUA NATIONAL BANK & TRUST CO$2M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
- RMG Wealth Management LLC$858K
- FULTON BREAKEFIELD BROENNIMAN LLC$586K
Full exits 21
- Cambridge Investment Research Advisors, Inc.$21M
- HighTower Advisors, LLC$8M
- Thrivent Financial for Lutherans$7M
- Opes Wealth Management LLC$4M
- rebel Financial LLC$4M
- Evolution Advisers, Inc.$3M
Largest adds
- BANK OF AMERICA CORP /DE/$51M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$34M
- JPMORGAN CHASE & CO$20M
- LPL Financial LLC$10M
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$7M
Largest trims
- Mariner, LLC$4M
- Forefront Analytics, LLC$2M
- Gateway Wealth Partners, LLC$2M
- Invera Wealth Advisors, LLC$1M
- Addison Advisors LLC$863K
- BSW Wealth Partners$862K
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 | 11,803,510 | $590M | 35.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 5,034,628 | $252M | 15.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,217,859 | $111M | 6.6% | 2026-Q2 |
| LPL Financial LLC added | 1,926,658 | $96M | 5.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,293,576 | $65M | 3.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,208,781 | $60M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,099,328 | $55M | 3.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 576,552 | $29M | 1.7% | 2026-Q2 |
| UBS Group AG added | 531,761 | $27M | 1.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 526,396 | $26M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 486,578 | $24M | 1.4% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 402,854 | $20M | 1.2% | 2026-Q2 |
| EASTERN BANK added | 288,102 | $14M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 253,549 | $13M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 245,922 | $12M | 0.7% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 245,765 | $12M | 0.7% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 235,925 | $12M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 213,367 | $11M | 0.6% | 2026-Q2 |
| Allworth Financial LP added | 191,358 | $10M | 0.6% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 189,725 | $9M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 185,205 | $9M | 0.6% | 2026-Q2 |
| Savant Capital, LLC added | 164,412 | $8M | 0.5% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 150,617 | $8M | 0.4% | 2026-Q2 |
| One Capital Management, LLC added | 143,041 | $7M | 0.4% | 2026-Q2 |
| Forefront Analytics, LLC trimmed | 140,912 | $7M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 135,118 | $7M | 0.4% | 2026-Q2 |
| FMR LLC added | 132,674 | $7M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 129,431 | $6M | 0.4% | 2026-Q2 |
| True Blue Financial, LLC new | 126,415 | $6M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 125,222 | $6M | 0.4% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 120,872 | $6M | 0.4% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB added | 109,734 | $5M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 107,655 | $5M | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 100,126 | $5M | 0.3% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC | 100,000 | $5M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 96,788 | $5M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 86,682 | $4M | 0.3% | 2026-Q2 |
| VICUS CAPITAL trimmed | 85,771 | $4M | 0.3% | 2026-Q2 |
| Plum Street Advisors, LLC added | 85,371 | $4M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 83,538 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 82,960 | $4M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 82,919 | $4M | 0.2% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 79,972 | $4M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 71,631 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 70,689 | $4M | 0.2% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 62,701 | $3M | 0.2% | 2026-Q2 |
| BSW Wealth Partners trimmed | 61,429 | $3M | 0.2% | 2026-Q2 |
| Equita Financial Network, Inc. added | 58,118 | $3M | 0.2% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC trimmed | 54,965 | $3M | 0.2% | 2026-Q2 |
| One Day In July LLC trimmed | 54,164 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 53,943 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 52,896 | $3M | 0.2% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 52,442 | $3M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 51,006 | $3M | 0.2% | 2026-Q2 |
| BOKF, NA added | 49,511 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 47,115 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 46,715 | $2M | 0.1% | 2026-Q2 |
| CGN Advisors LLC trimmed | 46,095 | $2M | 0.1% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO trimmed | 46,031 | $2M | 0.1% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 45,055 | $2M | 0.1% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 44,645 | $2M | 0.1% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 44,588 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 43,949 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 43,879 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 39,612 | $2M | 0.1% | 2026-Q2 |
| Sincerus Advisory, LLC trimmed | 37,589 | $2M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 34,917 | $2M | 0.1% | 2026-Q2 |
| Ledyard National Bank added | 33,721 | $2M | 0.1% | 2026-Q2 |
| Invera Wealth Advisors, LLC trimmed | 33,318 | $2M | 0.1% | 2026-Q2 |
| Falcon Wealth Planning trimmed | 32,406 | $2M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 32,262 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,724 | $2M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 30,414 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 29,672 | $1M | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 27,354 | $1M | 0.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. | 27,079 | $1M | 0.1% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 26,524 | $1M | 0.1% | 2026-Q2 |
| Shotwell Rutter Baer Inc added | 26,476 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 25,517 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 24,571 | $1M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 24,554 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 24,525 | $1M | 0.1% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 24,395 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 24,383 | $1M | 0.1% | 2026-Q2 |
| COMMERCE BANK trimmed | 23,286 | $1M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 22,619 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 22,454 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 22,449 | $1M | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 22,073 | $1M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 21,761 | $1M | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 21,259 | $1M | 0.1% | 2026-Q2 |
| WNY Asset Management, LLC added | 21,180 | $1M | 0.1% | 2026-Q2 |
| McAdam, LLC added | 20,622 | $1M | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 20,504 | $1M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 19,404 | $970K | 0.1% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 19,341 | $967K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 19,293 | $964K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 19,251 | $962K | 0.1% | 2026-Q2 |
| First Business Financial Services, Inc. added | 19,006 | $950K | 0.1% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 18,830 | $941K | 0.1% | 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.