Signals

← Signals

☆NULG

360 in-universe funds with a nonzero position in NULG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23905
Score / z-0.006 / -0.02
Consensus117.10 over 201 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 907.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 285.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 130.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 81.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 66.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 60.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 15.5 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 14.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 10.8 7.9% 5 +1.6 pp +1.5 pp +1.5 pp -0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 10.1 4.5% 5 +0.3 pp +2.6 pp +2.5 pp +2.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 9.4 2.0% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 8.7 0.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.3 0.2% 5 +0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 7.8 1.3% 5 +0.1 pp -0.0 pp +0.1 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.7 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 7.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 5.3 2.3% 2 -1.2 pp +2.3 pp +2.3 pp +2.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 5.0 1.8% 5 +0.2 pp +0.5 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.8 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 4.2 1.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 3.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 3.1 1.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 3.0 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 2.9 0.5% 5 -0.0 pp -0.0 pp +0.3 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 2.9 1.4% 5 -1.1 pp -4.1 pp -4.3 pp -4.4 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 2.8 0.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.6 1.0% 1 +1.0 pp -1.0 pp +1.0 pp +1.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.5 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 2.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.3 0.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 2.2 1.8% 1 +1.8 pp -0.2 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 2.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.0 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 1.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 1.7 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.6 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 1.2 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.9 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 0.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 0.9 0.5% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 0.7 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.7 0.1% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.3% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.6 0.2% 5 +0.0 pp -0.0 pp -0.6 pp -0.6 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.6 0.4% 6 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.7 pp -1.1 pp -0.7 pp -0.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -3.0 pp -2.9 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 pp -0.5 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.3 pp -0.2 pp -0.5 pp -0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just NULG). Qtrs Held counts distinct quarters this fund has actually held NULG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NULG position size. Δ columns are the percentage-point change in NULG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status