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
Tower Research Capital LLC (TRC) 0.01% Add +159.4% 7,160 $546K
Beacon Bank & Trust 0.13% Add +7.1% 7,121 $543K
Rede Wealth, LLC 0.22% Reduce -4.2% 6,997 $534K
Atria Wealth Solutions, Inc. 0.01% Add +19.1% 6,928 $528K
HTLF Bank 0.06% Add +18.5% 6,735 $514K
RTD Financial Advisors, Inc. 0.07% Reduce -12.6% 6,713 $512K
Sandbox Financial Partners, LLC 0.21% New 6,626 $505K
Sigma Planning Corp 0.02% New 6,488 $495K
BOK Financial Private Wealth, Inc. 0.04% Reduce -21.3% 6,250 $477K
Concourse Financial Group Securities, Inc. 0.03% Add +0.1% 6,225 $475K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.9% 6,198 $473K
Parkside Financial Bank & Trust 0.07% No change 6,096 $465K
Private Wealth Management Group, LLC 0.21% Reduce -4.5% 6,012 $459K
DDFG, Inc 0.14% Reduce -8.7% 5,984 $456K
Capital Analysts, LLC 0.02% New 5,821 $444K
Creative Planning 0.00% Reduce -0.6% 5,811 $443K
Bryn Mawr Trust Advisors, LLC 0.02% Add +28.2% 5,727 $437K
Obsidian Cio, LLC 0.10% Add +6.7% 5,580 $426K
Truist Financial Corp. 0.00% Reduce -45.8% 5,453 $416K
Capital Market Strategies LLC 0.31% Add +0.0% 5,341 $407K
Aprio Wealth Management, LLC 0.08% Reduce -2.3% 5,337 $407K
D.A. Davidson & Co. 0.00% Reduce -9.4% 5,111 $390K
GeoWealth Management, LLC 0.01% New 4,964 $379K
M&T Bank Corp 0.00% New 4,861 $371K
Allworth Financial LP 0.00% Add +0.7% 4,798 $366K
Farther Finance Advisors, LLC 0.02% Reduce -10.6% 4,738 $361K
Kelman-Lazarov, Inc. 0.07% Reduce -10.5% 4,723 $360K
LexAurum Advisors, LLC 0.09% Add +16.2% 4,675 $357K
United Advisor Group, LLC 0.13% New 4,664 $356K
Per Stirling Capital Management, LLC. 0.06% Add +8.2% 4,529 $345K
CIC Wealth, LLC 0.10% No change 4,496 $343K
Clear Creek Financial Management, LLC 0.04% Reduce -12.3% 4,475 $341K
Principle Wealth Partners LLC 0.03% No change 4,292 $327K
Avantax Advisory Services, Inc. 0.00% Add +5.2% 4,194 $320K
McAdam, LLC 0.02% Add +9.5% 4,171 $318K
American Financial & Tax Strategies Inc. 0.17% Add +8.7% 4,094 $312K
Focus Financial Network, Inc. 0.02% — 4,344 $312K
Trust Co 0.04% Reduce -15.4% 4,042 $308K
Lake Street Private Wealth, LLC 0.04% Add +0.0% 4,026 $307K
Dynamic Advisor Solutions LLC 0.01% Reduce -8.8% 3,977 $303K
Financial Life Advisors 0.12% No change 3,862 $295K
Harbour Investments, Inc. 0.01% Add +4.3% 3,796 $290K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -13.7% 3,693 $282K
Monument Group Wealth Advisors, LLC 0.21% No change 3,673 $280K
Emergent Wealth Advisors, LLC 0.24% New 3,659 $279K
Tidal Investments LLC 0.00% New 3,619 $276K
GTS Securities LLC 0.01% New 3,524 $269K
Cornerstone Planning Group LLC 0.08% Add +0.1% 3,584 $266K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.7% 3,426 $261K
Ramiah Investment Group 0.24% Add +11.1% 3,403 $260K
Householder Group Estate & Retirement Specialist, LLC 0.08% New 3,353 $256K
OneAscent Financial Services LLC 0.03% Reduce -1.8% 3,329 $254K
Beacon Financial Advisory LLC 0.12% Add +0.1% 3,330 $254K
Chicago Wealth Management, Inc. 0.14% Reduce -22.3% 3,149 $240K
Verus Capital Partners, LLC 0.03% New 3,132 $239K
Beaumont Financial Advisors, LLC 0.02% No change 3,100 $236K
Rollins Financial Advisors, LLC 0.04% Add +3.2% 3,097 $236K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 3,003 $229K
Valmark Advisers, Inc. 0.00% No change 2,943 $224K
Benedetti & Gucer, Inc. 0.11% Reduce -23.2% 2,834 $216K
PFG Investments, LLC 0.01% New 2,724 $208K
Diversified, LLC 0.03% New 2,723 $208K
Paulson Wealth Management Inc. 0.06% New 2,701 $206K
Occidental Asset Management, LLC 0.04% New 2,689 $205K
Fermata Advisors, LLC 0.05% New 2,637 $201K
Concord Wealth Partners 0.03% No change 2,116 $161K
FMR LLC 0.00% Add +45.6% 2,017 $154K
MidAtlantic Capital Management, Inc. 0.13% Add +67.8% 2,342 $149K
Realta Investment Advisors 0.03% New 1,892 $144K
CoreCap Advisors, LLC 0.01% New 1,822 $139K
Qube Research & Technologies Ltd 0.00% Reduce -22.7% 1,540 $117K
Principal Securities, Inc. 0.00% Add +18.8% 1,494 $114K
Creative Financial Designs Inc. 0.01% Add +20.1% 1,405 $107K
ICA Group Wealth Management, LLC 0.02% Reduce -9.7% 1,141 $87K
Whittier Trust Co. 0.00% No change 1,023 $78K
Cherry Tree Wealth Management, LLC 0.02% No change 951 $73K
Cwm, LLC 0.00% New 843 $64K
McIlrath & Eck, LLC 0.01% Reduce -18.0% 638 $49K
JPMorgan Chase & Co. 0.00% Reduce -96.8% 619 $47K
Colonial Trust Advisors 0.00% No change 600 $46K
DHJJ Financial Advisors, Ltd. 0.02% No change 580 $44K
Westside Investment Management, Inc. 0.01% No change 575 $44K
Balefire, LLC 0.02% Reduce -2.2% 572 $44K
Milestone Investment Advisors LLC 0.01% No change 553 $42K
Dagco, Inc. 0.02% New 502 $38K
Archer Investment Corp 0.01% No change 469 $36K
Geneos Wealth Management Inc. 0.00% Reduce -6.5% 385 $29K
EverSource Wealth Advisors, LLC 0.00% No change 396 $29K
Orion Capital Management LLC 0.01% New 301 $23K
Comerica Bank 0.00% Add +44.6% 188 $14K
Smartleaf Asset Management LLC 0.00% No change 87 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 59 $5K
Highline Wealth Partners LLC 0.00% No change 57 $4K
Continuum Advisory, LLC 0.00% New 43 $3K
IFP Advisors, Inc 0.00% No change 39 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 25 $2K
Macroview Investment Management LLC 0.00% No change 15 $1K
Caitlin John, LLC 0.00% No change 4 $306
Horizon Investments, LLC 0.00% No change 3 $229

"% 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.