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
Institute for Wealth Management, LLC. 0.08% Reduce -22.2% 7,704 $625K
HTLF Bank 0.07% Add +9.5% 7,373 $598K
Sandbox Financial Partners, LLC 0.23% Add +11.1% 7,359 $597K
Prism Advisors, Inc. 0.18% Reduce -1.2% 7,266 $590K
Beacon Bank & Trust 0.15% No change 7,121 $578K
Farther Finance Advisors, LLC 0.03% Add +49.6% 7,086 $576K
Legacy Financial Group LLC 0.11% Reduce -8.0% 7,032 $571K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +8.6% 6,733 $546K
White Lighthouse Investment Management Inc. 0.10% Reduce -8.0% 6,671 $541K
Sigma Planning Corp 0.02% Reduce -0.6% 6,451 $524K
Maia Wealth LLC 0.16% — 6,221 $519K
Private Wealth Management Group, LLC 0.22% Add +6.2% 6,382 $518K
Capital Analysts, LLC 0.02% Add +8.7% 6,327 $513K
Rede Wealth, LLC 0.47% Reduce -11.0% 6,227 $505K
Parkside Financial Bank & Trust 0.08% No change 6,096 $495K
RAM Investment Partners, LLC 0.14% New 6,062 $492K
Win Advisors, Inc. 0.22% New 5,939 $482K
RTD Financial Advisors, Inc. 0.06% Reduce -12.5% 5,872 $477K
Creative Planning 0.00% Reduce -0.1% 5,804 $471K
Concourse Financial Group Securities, Inc. 0.03% Reduce -7.0% 5,789 $470K
Bryn Mawr Trust Advisors, LLC 0.03% No change 5,727 $465K
M&T Bank Corp 0.00% Add +15.4% 5,608 $455K
DDFG, Inc 0.14% Reduce -7.3% 5,550 $450K
Truist Financial Corp. 0.00% Add +1.1% 5,512 $447K
Onyx Bridge Wealth Group LLC 0.07% Reduce -31.8% 5,430 $441K
Aprio Wealth Management, LLC 0.08% Add +1.6% 5,423 $440K
Obsidian Cio, LLC 0.10% Reduce -6.9% 5,195 $422K
Tidal Investments LLC 0.01% Add +42.8% 5,167 $419K
D.A. Davidson & Co. 0.00% No change 5,111 $415K
Emergent Wealth Advisors, LLC 0.33% Add +38.6% 5,073 $412K
LexAurum Advisors, LLC 0.10% Add +6.2% 4,965 $403K
Capital Market Strategies LLC 0.24% Reduce -11.0% 4,752 $386K
Per Stirling Capital Management, LLC. 0.06% Add +0.8% 4,563 $370K
Ramiah Investment Group 0.36% Add +32.4% 4,505 $366K
CIC Wealth, LLC 0.10% No change 4,496 $365K
Mirae Asset Global Investments Co., Ltd. 0.00% New 4,400 $359K
McAdam, LLC 0.02% Add +4.4% 4,356 $354K
Kelman-Lazarov, Inc. 0.07% Reduce -8.0% 4,346 $353K
Principle Wealth Partners LLC 0.03% No change 4,292 $348K
Focus Financial Network, Inc. 0.01% Reduce -4.7% 4,138 $337K
Avantax Advisory Services, Inc. 0.00% Reduce -1.4% 4,135 $336K
Allworth Financial LP 0.00% Reduce -13.5% 4,152 $333K
American Financial & Tax Strategies Inc. 0.18% No change 4,094 $332K
Relative Value Partners Group, LLC 0.04% New 4,026 $327K
Lake Street Private Wealth, LLC 0.04% No change 4,026 $327K
Steward Partners Investment Advisory, LLC 0.00% Add +28.6% 3,863 $313K
Financial Life Advisors 0.13% No change 3,862 $313K
Trust Co 0.04% Reduce -4.5% 3,861 $313K
Harbour Investments, Inc. 0.01% Reduce -1.3% 3,747 $304K
Ameritas Advisory Services, LLC 0.01% New 3,741 $304K
Patriot Financial Group Insurance Agency, LLC 0.04% No change 3,693 $300K
Monument Group Wealth Advisors, LLC 0.20% No change 3,673 $298K
SeaCrest Wealth Management, LLC 0.03% New 3,653 $296K
BOK Financial Private Wealth, Inc. 0.02% Reduce -41.6% 3,652 $296K
Clear Creek Financial Management, LLC 0.04% Reduce -18.8% 3,636 $295K
Dynamic Advisor Solutions LLC 0.01% Reduce -11.8% 3,508 $285K
Compound Planning, Inc. 0.02% New 3,401 $276K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.6% 3,370 $274K
Retirement Capital Strategies 0.11% Reduce -88.9% 3,358 $273K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -2.3% 3,276 $265K
Cornerstone Planning Group LLC 0.08% No change 3,584 $265K
OneAscent Financial Services LLC 0.04% Reduce -2.2% 3,257 $264K
Chicago Wealth Management, Inc. 0.15% No change 3,149 $256K
Legacy Financial Advisors, Inc. 0.04% New 3,110 $252K
Verus Capital Partners, LLC 0.03% Reduce -0.7% 3,110 $252K
Beaumont Financial Advisors, LLC 0.02% No change 3,100 $252K
Rollins Financial Advisors, LLC 0.04% No change 3,097 $251K
Qube Research & Technologies Ltd 0.00% Add +97.9% 3,048 $247K
MAI Capital Management 0.00% New 3,037 $247K
Elevation Capital Advisory, LLC 0.11% — 3,014 $245K
PFG Investments, LLC 0.02% Add +10.3% 3,004 $244K
Valmark Advisers, Inc. 0.00% No change 2,943 $239K
Paulson Wealth Management Inc. 0.07% Add +7.7% 2,909 $236K
Goldman Sachs Group Inc. 0.00% New 2,878 $234K
Aspire Capital Advisors LLC 0.08% New 2,839 $230K
Strategic Financial Concepts, LLC 0.13% New 2,834 $230K
Diversified, LLC 0.03% No change 2,723 $221K
Occidental Asset Management, LLC 0.04% Add +0.9% 2,713 $220K
USAdvisors Wealth Management, LLC 0.08% New 2,689 $218K
FMR LLC 0.00% Add +32.2% 2,666 $216K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.0% 2,648 $215K
Estate Counselors, LLC 0.02% New 2,620 $213K
Janney Montgomery Scott LLC 0.00% New 2,612 $212K
Sfm, LLC 0.16% New 2,577 $209K
Integrated Wealth Concepts LLC 0.00% New 2,571 $209K
Beacon Financial Advisory LLC 0.08% Reduce -24.9% 2,500 $203K
Canal Capital Management, LLC 0.03% New 2,473 $201K
Concord Wealth Partners 0.03% No change 2,116 $172K
CoreCap Advisors, LLC 0.02% Reduce -0.9% 1,805 $146K
Principal Securities, Inc. 0.00% Add +11.5% 1,666 $135K
JPMorgan Chase & Co. 0.00% Add +154.3% 1,574 $128K
MidAtlantic Capital Management, Inc. 0.10% Reduce -40.4% 1,396 $113K
Creative Financial Designs Inc. 0.01% Reduce -0.9% 1,392 $113K
Cwm, LLC 0.00% Add +28.8% 1,086 $88K
Whittier Trust Co. 0.00% No change 1,023 $83K
Cherry Tree Wealth Management, LLC 0.02% No change 951 $77K
Coppell Advisory Solutions LLC 0.01% — 945 $77K
Anchor Investment Management, LLC 0.01% New 924 $75K
Colonial Trust Advisors 0.00% No change 600 $49K
McIlrath & Eck, LLC 0.01% Reduce -6.1% 599 $49K
DHJJ Financial Advisors, Ltd. 0.02% No change 580 $47K
Balefire, LLC 0.02% Reduce -4.0% 549 $45K
Milestone Investment Advisors LLC 0.01% Reduce -3.6% 533 $43K
Whittier Trust Co. of Nevada Inc. 0.00% New 515 $42K
Dagco, Inc. 0.02% Reduce -2.4% 490 $40K
Archer Investment Corp 0.01% No change 469 $38K
CVA Family Office, LLC 0.01% New 430 $35K
Citigroup Inc. 0.00% New 417 $34K
EverSource Wealth Advisors, LLC 0.00% No change 396 $31K
Geneos Wealth Management Inc. 0.00% No change 385 $31K
Orion Capital Management LLC 0.01% No change 301 $24K
Westside Investment Management, Inc. 0.01% Reduce -47.8% 300 $24K
Pineridge Advisors LLC 0.01% New 296 $24K
Comerica Bank 0.00% No change 188 $15K
Smartleaf Asset Management LLC 0.00% No change 87 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 59 $5K
Continuum Advisory, LLC 0.00% No change 43 $4K
Northwest Capital Management Inc 0.00% New 31 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 25 $2K
Macroview Investment Management LLC 0.00% No change 15 $1K
Investors Research Corp 0.00% New 12 $974
Caitlin John, LLC 0.00% No change 4 $326
Horizon Investments, LLC 0.00% No change 3 $243

"% 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.