Security record · archived quarter
NWLG
name pending profile ingest
5Tracked holders
0Δ holders
24.60KShares held
$935,665Reported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 8.32K | n/a | $316,528 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 8.10K | n/a | $308,047 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 7.89K | New | $299,947 | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 291 | n/a | $11,067 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 2 | n/a | $76 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $299,947 | 0.0% |
Exited
| JPMorgan Chase | $6,250 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 31.53K shares, $1.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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