Nuveen ESG LRG-Cap GRW ETFNULGETF

13F holders, Q1 2024 (March 31)
199holders
$76.24avg. 13F price*

At the end of Q1 2024, 199 institutions reported holding Nuveen ESG LRG-Cap GRW ETF (NULG) in their 13F filings. The largest holders were Bank of America Corp. ($278.8M), Tiaa Trust, National Association ($190.7M) and LPL Financial LLC ($58.1M).

Company
Nuveen ESG LRG-Cap GRW ETF
Filed as
NUSHARES ETF TR (Q1 2024)
CUSIP
67092P201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 199Q1 2024Q2 2024: 223Q2 2024Q3 2024: 222Q3 2024Q4 2024: 251Q4 2024Q1 2025: 240Q1 2025Q2 2025: 249Q2 2025Q3 2025: 263Q3 2025Q4 2025: 287Q4 2025Q1 2026: 279Q1 2026Q2 2026: 319Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$23.0M
Exits9$5.0M

Ownership 199 holders

Bank of America Corp. 0.03% Reduce -7.6% 3,654,833 $278.8M
Tiaa Trust, National Association 0.58% Add +4.6% 2,499,671 $190.7M
LPL Financial LLC 0.03% Add +18.9% 761,544 $58.1M
Morgan Stanley 0.00% Add +11.7% 400,009 $30.5M
Commonwealth Equity Services, LLC 0.05% Add +7.5% 396,110 $30.2M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -3.0% 348,597 $26.6M
Thrivent Financial for Lutherans 0.05% Add +1.5% 333,121 $25.4M
Envestnet Asset Management Inc. 0.01% Add +0.1% 269,779 $20.6M
UBS Group AG 0.01% Add +2.4% 253,849 $19.4M
Refined Wealth Management 12.63% Add +0.3% 235,139 $17.9M
Ameriprise Financial Inc. 0.00% Reduce -17.1% 210,192 $16.0M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -2.1% 200,124 $15.3M
Money Design Co.,Ltd. 0.82% Reduce -6.7% 196,399 $15.0M
Lido Advisors, LLC 0.13% Reduce -16.5% 193,714 $14.8M
Clarity Asset Management, Inc. 9.53% New 180,973 $13.8M
RVW Wealth, LLC 1.27% Reduce -2.4% 161,772 $12.3M
Raymond James Financial Services Advisors, Inc. 0.01% Add +29.2% 128,289 $9.8M
HighTower Advisors, LLC 0.01% Reduce -3.7% 109,662 $8.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.1% 98,141 $7.5M
Mission Wealth Management, LP 0.20% Reduce -4.7% 96,527 $7.4M
Vestmark Advisory Solutions, Inc. 0.31% Add +11.7% 95,406 $7.3M
Bank of New York Mellon Corp 0.00% Add +11.6% 77,372 $5.9M
Francis Financial, Inc. 1.89% Add +3.8% 76,498 $5.8M
DeDora Capital, Inc. 1.84% Reduce -9.5% 75,977 $5.8M
Private Advisor Group, LLC 0.04% Add +4.8% 75,013 $5.7M
Captrust Financial Advisors 0.02% Add +15.3% 70,508 $5.4M
Royal Bank of Canada 0.00% Add +18.9% 70,188 $5.4M
US Bancorp \de 0.01% Reduce -11.7% 62,855 $4.8M
One Capital Management, LLC 0.16% Add +2.1% 59,184 $4.5M
Stewardship Advisors, LLC 1.52% Reduce -1.9% 58,397 $4.5M
Global Retirement Partners, LLC 0.16% Add +23.3% 57,875 $4.4M
UMB Bank, n.a. 0.06% Add +0.2% 52,827 $4.0M
NewEdge Advisors, LLC 0.03% Add +3.8% 49,851 $3.8M
Beacon Pointe Advisors, LLC 0.04% Reduce -1.7% 49,497 $3.8M
Osaic Holdings, Inc. 0.01% Reduce -18.4% 48,330 $3.7M
Cetera Investment Advisers 0.01% Add +68.1% 47,544 $3.6M
Wells Fargo & Company 0.00% Reduce -4.9% 45,598 $3.5M
Susquehanna International Group, LLP 0.01% Reduce -29.0% 43,492 $3.3M
Assetmark, Inc. 0.01% Add +3.6% 42,140 $3.2M
WCG Wealth Advisors LLC 0.24% Reduce -3.2% 37,499 $2.9M
Laurel Wealth Planning LLC 1.88% Add +2.6% 37,033 $2.8M
Evolution Advisers, Inc. 1.55% Reduce -6.5% 34,428 $2.6M
IMPACTfolio, LLC 1.49% Reduce -6.7% 32,268 $2.5M
Retirement Capital Strategies 0.94% New 30,135 $2.3M
Coldstream Capital Management Inc. 0.06% Add +7.8% 29,637 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.7% 29,433 $2.2M
Mascoma Wealth Management LLC 0.64% Add +22.9% 29,371 $2.2M
L & S Advisors Inc 0.29% Add +0.2% 29,247 $2.2M
NorthRock Partners, LLC 0.08% Reduce -15.2% 28,224 $2.2M
Corient Private Wealth LP 0.00% Reduce -3.7% 26,121 $2.0M
Cable Hill Partners, LLC 0.23% No change 27,861 $1.9M
Bokf, NA 0.03% Add +7.4% 24,917 $1.9M
Colorado Capital Management, Inc. 0.94% Reduce -0.7% 21,402 $1.6M
Equitable Holdings, Inc. 0.02% Reduce -10.2% 20,548 $1.6M
Equita Financial Network, Inc. 0.69% Add +72.8% 20,014 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +1.2% 19,746 $1.5M
Legacy Edge Advisors, LLC 0.31% Reduce -14.7% 19,640 $1.5M
Revolve Wealth Partners, LLC 0.26% Add +7.6% 19,592 $1.5M
Park Avenue Securities LLC 0.02% Reduce -10.5% 18,923 $1.4M
Trademark Financial Management, LLC 1.18% Add +19.1% 18,677 $1.4M
CX Institutional 0.07% Add +9.7% 18,573 $1.4M
IHT Wealth Management, LLC 0.05% Add +1.0% 17,961 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.08% Reduce -0.1% 17,438 $1.3M
Mariner, LLC 0.00% Add +13.6% 17,343 $1.3M
Raymond James & Associates 0.00% Add +25.5% 17,246 $1.3M
Heck Capital Advisors, LLC 0.20% Reduce -0.5% 17,209 $1.3M
Cary Street Partners Investment Advisory LLC 0.05% Add +4.9% 17,023 $1.3M
Kingswood Wealth Advisors, LLC 0.14% Reduce -28.5% 16,327 $1.2M
Mfa Wealth Advisors, LLC 0.29% No change 14,585 $1.1M
Avantax Planning Partners, Inc. 0.03% Reduce -2.0% 14,071 $1.1M
WealthShield Partners, LLC 0.17% Reduce -17.4% 14,031 $1.1M
Curtis Advisory Group, LLC 0.40% Add +36.5% 13,620 $1.0M
Mercer Global Advisors Inc. 0.00% New 13,603 $1.0M
Redwood Financial Network Corp 0.89% Add +33.0% 13,388 $1.0M
Lockerman Financial Group, Inc. 1.86% Reduce -13.7% 12,758 $973K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -17.9% 16,209 $972K
AdvisorNet Financial, Inc 0.09% Reduce -3.7% 12,729 $971K
Kestra Advisory Services, LLC 0.01% Add +12.3% 12,253 $935K
Stratos Wealth Partners, LTD. 0.02% Reduce -14.5% 12,221 $932K
Freedom Investment Management, Inc. 0.07% Reduce -2.0% 12,207 $931K
Signature Estate & Investment Advisors LLC 0.02% Add +37.1% 11,113 $848K
Cozad Asset Management Inc. 0.09% No change 10,750 $820K
MML Investors Services, LLC 0.00% Add +12.8% 10,597 $808K
Institute for Wealth Management, LLC. 0.10% Add +3.7% 9,898 $755K
Walkner Condon Financial Advisors LLC 0.16% Reduce -6.0% 9,757 $744K
RFG Advisory, LLC 0.02% Reduce -6.7% 9,241 $705K
Sage Financial Group Inc. 0.06% Reduce -4.2% 8,970 $684K
Lincoln National Corp. 0.01% Add +0.1% 8,723 $665K
Marino, Stram & Associates LLC 0.15% Add +0.1% 8,365 $638K
Vicus Capital 0.06% Reduce -0.5% 8,147 $621K
Falcon Wealth Planning 0.10% Add +5.7% 8,104 $618K
EP Wealth Advisors, LLC 0.01% Reduce -22.2% 8,055 $614K
Commerce Bank 0.00% Add +1.8% 8,039 $613K
Onyx Bridge Wealth Group LLC 0.11% Reduce -44.4% 7,964 $590K
Flagship Harbor Advisors, LLC 0.04% Add +6.2% 7,668 $585K
Legacy Financial Group LLC 0.12% New 7,643 $583K
Cerity Partners LLC 0.00% Add +10.2% 7,537 $575K
Wescott Financial Advisory Group, LLC 0.07% Reduce -4.7% 7,472 $570K
Prism Advisors, Inc. 0.17% Reduce -2.9% 7,356 $561K
White Lighthouse Investment Management Inc. 0.11% Reduce -8.9% 7,254 $553K

"% of holder's portfolio" is NULG's weight in each manager's 13F, not the share of Nuveen ESG LRG-Cap GRW ETF the manager owns.

Show all 199 holders