Nuveen ESG LRG-Cap GRW ETFNULGETF

13F holders, Q2 2024 (June 30)
223holders +24
30new positions
9sold out
1famous investor
$81.16avg. 13F price*

At the end of Q2 2024, 223 institutions reported holding Nuveen ESG LRG-Cap GRW ETF (NULG) in their 13F filings, up 24 from Q1 2024. 30 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($292.2M), Tiaa Trust, National Association ($199.7M) and LPL Financial LLC ($65.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nuveen ESG LRG-Cap GRW ETF
Filed as
NUSHARES ETF TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions30$14.8M
Exits9$2.1M

All 13F filers, Q1 2024 → Q2 2024: 541,002 shares bought and 345,666 shares sold, net +195,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 223 holders

Bank of America Corp. 0.03% Reduce -1.5% 3,600,184 $292.2M
Tiaa Trust, National Association 0.62% Reduce -1.6% 2,460,937 $199.7M
LPL Financial LLC 0.03% Add +6.6% 812,109 $65.9M
Morgan Stanley 0.00% Add +21.6% 486,364 $39.5M
Commonwealth Equity Services, LLC 0.06% Add +16.2% 460,171 $37.3M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -2.5% 340,025 $27.6M
Thrivent Financial for Lutherans 0.05% Reduce -6.3% 311,993 $25.3M
Envestnet Asset Management Inc. 0.01% Add +0.1% 270,035 $21.9M
UBS Group AG 0.01% Reduce -4.4% 242,679 $19.7M
Refined Wealth Management 14.48% Reduce -1.6% 231,284 $18.8M
Ameriprise Financial Inc. 0.00% Add +5.3% 221,406 $18.0M
Money Design Co.,Ltd. 0.93% Add +8.2% 212,514 $17.2M
Lido Advisors, LLC 0.13% Add +1.6% 196,721 $16.0M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -2.4% 195,398 $15.9M
Clarity Asset Management, Inc. 10.25% Reduce -1.7% 177,929 $14.4M
RVW Wealth, LLC 1.27% Reduce -2.8% 157,197 $12.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.7% 129,132 $10.5M
HighTower Advisors, LLC 0.01% Reduce -6.2% 102,897 $8.4M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.1% 98,095 $8.0M
Vestmark Advisory Solutions, Inc. 0.33% Add +1.9% 97,246 $7.9M
Mission Wealth Management, LP 0.20% Reduce -8.0% 88,829 $7.2M
DeDora Capital, Inc. 2.17% Add +14.4% 86,900 $7.1M
Royal Bank of Canada 0.00% Add +19.1% 83,626 $6.8M
Private Advisor Group, LLC 0.04% Add +7.1% 80,314 $6.5M
Bank of New York Mellon Corp 0.00% Add +0.9% 78,054 $6.3M
Francis Financial, Inc. 1.92% Add +1.7% 77,791 $6.3M
Captrust Financial Advisors 0.02% Add +5.7% 74,518 $6.0M
AE Wealth Management LLC 0.05% New 64,418 $5.2M
Global Retirement Partners, LLC 0.15% Add +2.0% 59,025 $4.8M
One Capital Management, LLC 0.16% Reduce -0.4% 58,953 $4.8M
Beacon Pointe Advisors, LLC 0.06% Add +16.0% 57,424 $4.7M
NewEdge Advisors, LLC 0.03% Add +5.2% 52,449 $4.3M
Stewardship Advisors, LLC 1.31% Reduce -16.5% 48,758 $4.0M
US Bancorp \de 0.01% Reduce -23.4% 48,149 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -3.1% 46,851 $3.8M
Cetera Investment Advisers 0.01% Reduce -2.0% 46,585 $3.8M
Assetmark, Inc. 0.01% Add +9.8% 46,253 $3.8M
Wells Fargo & Company 0.00% Add +0.4% 45,765 $3.7M
Laurel Wealth Planning LLC 2.07% Reduce -0.9% 36,713 $3.0M
UMB Bank, n.a. 0.05% Reduce -31.8% 36,025 $2.9M
WCG Wealth Advisors LLC 0.20% Reduce -10.7% 33,496 $2.7M
Cable Hill Partners, LLC 0.29% Add +18.6% 33,053 $2.7M
Evolution Advisers, Inc. 1.51% Reduce -5.8% 32,432 $2.6M
Mascoma Wealth Management LLC 0.70% Add +10.1% 32,344 $2.6M
IMPACTfolio, LLC 1.39% Reduce -5.1% 30,631 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -32.2% 29,492 $2.4M
L & S Advisors Inc 0.31% Add +0.1% 29,281 $2.4M
Coldstream Capital Management Inc. 0.06% Reduce -5.3% 28,064 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.2% 25,834 $2.1M
Kingswood Wealth Advisors, LLC 0.19% Add +57.6% 25,727 $2.1M
Mercer Global Advisors Inc. 0.01% Add +88.8% 25,678 $2.1M
Bokf, NA 0.04% Reduce -3.1% 24,138 $2.0M
Corient Private Wealth LP 0.00% Reduce -7.7% 24,103 $2.0M
Ascentis Independent Advisors 0.40% — 23,755 $1.9M
B. Riley Wealth Advisors, Inc. 0.05% Add +43.7% 23,297 $1.9M
Equita Financial Network, Inc. 0.78% Add +15.6% 23,140 $1.9M
Lloyd Advisory Services, LLC. 0.88% New 23,013 $1.9M
Revolve Wealth Partners, LLC 0.30% Add +13.0% 22,147 $1.8M
Colorado Capital Management, Inc. 0.91% Reduce -5.8% 20,166 $1.6M
NorthRock Partners, LLC 0.06% Reduce -30.4% 19,654 $1.6M
Mariner, LLC 0.00% Add +10.8% 19,214 $1.6M
Park Avenue Securities LLC 0.02% Reduce -0.4% 18,839 $1.5M
IHT Wealth Management, LLC 0.06% Add +4.4% 18,746 $1.5M
Equitable Holdings, Inc. 0.02% Reduce -9.9% 18,517 $1.5M
Trademark Financial Management, LLC 1.21% Reduce -1.9% 18,326 $1.5M
Cary Street Partners Investment Advisory LLC 0.06% Add +6.8% 18,182 $1.5M
CX Institutional 0.07% Reduce -3.1% 17,989 $1.5M
Heck Capital Advisors, LLC 0.18% Add +3.4% 17,793 $1.4M
Legacy Edge Advisors, LLC 0.26% Reduce -12.7% 17,152 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -13.9% 16,996 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.08% Reduce -4.2% 16,710 $1.4M
Mfa Wealth Advisors, LLC 0.26% No change 14,585 $1.2M
Raymond James & Associates 0.00% Reduce -15.7% 14,539 $1.2M
Curtis Advisory Group, LLC 0.39% Add +0.8% 13,730 $1.1M
Redwood Financial Network Corp 0.92% Add +0.6% 13,466 $1.1M
WealthShield Partners, LLC 0.17% Reduce -4.2% 13,443 $1.1M
Lockerman Financial Group, Inc. 1.95% Add +3.7% 13,232 $1.1M
Freedom Investment Management, Inc. 0.09% Add +8.0% 13,189 $1.1M
AdvisorNet Financial, Inc 0.09% Reduce -4.2% 12,189 $989K
CGN Advisors LLC 0.11% New 11,872 $964K
Avantax Planning Partners, Inc. 0.03% Reduce -16.4% 11,766 $955K
Stratos Wealth Partners, LTD. 0.02% Reduce -3.8% 11,761 $955K
Signature Estate & Investment Advisors LLC 0.02% Add +0.1% 11,125 $903K
Cerity Partners LLC 0.00% Add +45.9% 10,997 $893K
Cozad Asset Management Inc. 0.09% Add +0.4% 10,795 $876K
Citadel Advisors 0.00% New 10,551 $856K
Kestra Advisory Services, LLC 0.00% Reduce -17.6% 10,103 $820K
Wescott Financial Advisory Group, LLC 0.09% Add +33.7% 9,990 $811K
MML Investors Services, LLC 0.00% Reduce -8.4% 9,708 $788K
RFG Advisory, LLC 0.02% Add +0.1% 9,255 $751K
Walkner Condon Financial Advisors LLC 0.16% Reduce -5.7% 9,203 $747K
Atria Wealth Solutions, Inc. 0.01% Add +31.3% 9,099 $738K
Flagship Harbor Advisors, LLC 0.04% Add +10.4% 8,466 $687K
Marino, Stram & Associates LLC 0.17% No change 8,365 $679K
Commerce Bank 0.00% Add +2.2% 8,219 $667K
EP Wealth Advisors, LLC 0.01% Add +0.2% 8,072 $655K
J.Safra Asset Management Corp 0.07% New 8,008 $650K
Sage Financial Group Inc. 0.06% Reduce -11.1% 7,975 $647K
Falcon Wealth Planning 0.08% Reduce -3.4% 7,829 $635K
Vicus Capital 0.06% Reduce -5.0% 7,736 $628K

"% 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 223 holders