Nuveen ESG LRG-Cap GRW ETFNULGETF

13F holders, Q3 2024 (September 30)
222holders −1
14new positions
18sold out
$82.64avg. 13F price*

At the end of Q3 2024, 222 institutions reported holding Nuveen ESG LRG-Cap GRW ETF (NULG) in their 13F filings, down 1 from Q2 2024. 14 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($294.5M), Tiaa Trust, National Association ($220.7M) and LPL Financial LLC ($69.3M).

Company
Nuveen ESG LRG-Cap GRW ETF
Filed as
NUSHARES ETF TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$12.2M
Exits18$11.8M

All 13F filers, Q2 2024 → Q3 2024: 652,402 shares bought and 448,727 shares sold, net +203,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 222 holders

Bank of America Corp. 0.03% Reduce -1.0% 3,563,743 $294.5M
Tiaa Trust, National Association 0.66% Add +8.5% 2,670,609 $220.7M
LPL Financial LLC 0.03% Add +3.3% 838,777 $69.3M
Morgan Stanley 0.00% Add +1.5% 493,763 $40.8M
Commonwealth Equity Services, LLC 0.06% Add +4.2% 479,671 $39.6M
Thrivent Financial for Lutherans 0.05% Add +0.8% 314,319 $26.0M
Envestnet Asset Management Inc. 0.01% Add +13.8% 307,431 $25.4M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -15.7% 286,758 $23.7M
UBS Group AG 0.01% Add +5.7% 256,450 $21.2M
Refined Wealth Management 14.52% Reduce -1.4% 227,936 $18.8M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 219,188 $18.2M
Money Design Co.,Ltd. 0.85% Reduce -2.4% 207,395 $17.1M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -1.6% 192,205 $15.9M
Clarity Asset Management, Inc. 10.09% Reduce -1.3% 175,651 $14.5M
RVW Wealth, LLC 1.19% Reduce -1.0% 155,565 $12.9M
Lido Advisors, LLC 0.09% Reduce -25.0% 147,498 $12.2M
O'Brien Wealth Partners LLC 1.77% New 108,998 $9.0M
Vestmark Advisory Solutions, Inc. 0.33% Add +11.5% 108,389 $9.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +0.5% 98,596 $8.1M
HighTower Advisors, LLC 0.01% Reduce -8.5% 94,135 $7.8M
Captrust Financial Advisors 0.02% Add +26.3% 94,145 $7.8M
Mission Wealth Management, LP 0.19% Add +4.0% 92,392 $7.6M
DeDora Capital, Inc. 1.98% Reduce -1.2% 85,830 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -34.5% 84,527 $7.0M
Private Advisor Group, LLC 0.04% Add +4.5% 83,972 $6.9M
Bank of New York Mellon Corp 0.00% Add +0.5% 78,460 $6.5M
Francis Financial, Inc. 1.62% Reduce -4.8% 74,088 $6.1M
Beacon Pointe Advisors, LLC 0.07% Add +21.6% 69,808 $5.8M
Cetera Investment Advisers 0.01% Add +47.5% 68,697 $5.7M
One Capital Management, LLC 0.16% Add +0.4% 59,208 $4.9M
Global Retirement Partners, LLC 0.14% Reduce -2.5% 57,580 $4.8M
NewEdge Advisors, LLC 0.03% Reduce -0.6% 52,136 $4.3M
Wells Fargo & Company 0.00% Add +6.4% 48,692 $4.0M
Stewardship Advisors, LLC 1.14% Reduce -0.2% 48,667 $4.0M
Assetmark, Inc. 0.01% Add +3.9% 48,074 $4.0M
US Bancorp \de 0.00% Reduce -3.8% 46,343 $3.8M
Ascentis Independent Advisors 0.60% Add +94.4% 46,186 $3.8M
Cable Hill Partners, LLC 0.36% Add +34.4% 44,409 $3.7M
Royal Bank of Canada 0.00% Reduce -47.7% 43,724 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -8.1% 43,042 $3.6M
Susquehanna International Group, LLP 0.01% Add +30.3% 38,420 $3.2M
Laurel Wealth Planning LLC 1.98% Reduce -0.2% 36,654 $3.0M
Mascoma Wealth Management LLC 0.70% Add +5.8% 34,231 $2.8M
UMB Bank, n.a. 0.04% Reduce -6.1% 33,837 $2.8M
WCG Wealth Advisors LLC 0.19% Add +0.6% 33,700 $2.8M
Evolution Advisers, Inc. 1.45% Reduce -0.6% 32,233 $2.7M
IMPACTfolio, LLC 1.31% Add +0.3% 30,726 $2.5M
Coldstream Capital Management Inc. 0.05% Add +0.2% 28,110 $2.3M
L & S Advisors Inc 0.26% Reduce -6.7% 27,325 $2.3M
Mercer Global Advisors Inc. 0.01% Add +1.2% 25,975 $2.1M
Corient Private Wealth LP 0.00% Add +5.3% 25,388 $2.1M
Kingswood Wealth Advisors, LLC 0.15% Reduce -1.9% 25,228 $2.1M
Equita Financial Network, Inc. 0.76% Add +8.1% 25,019 $2.1M
NorthRock Partners, LLC 0.07% Add +25.8% 24,729 $2.0M
Bokf, NA 0.04% Add +1.6% 24,533 $2.0M
B. Riley Wealth Advisors, Inc. 0.05% Add +1.4% 23,635 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.6% 23,101 $1.9M
Revolve Wealth Partners, LLC 0.29% Add +3.3% 22,885 $1.9M
SGL Investment Advisors, Inc. 0.98% — 21,309 $1.9M
IHT Wealth Management, LLC 0.05% Add +12.9% 21,156 $1.7M
Colorado Capital Management, Inc. 0.78% Reduce -4.6% 19,235 $1.6M
Mariner, LLC 0.00% Reduce -2.6% 18,718 $1.5M
Trademark Financial Management, LLC 1.21% Add +0.7% 18,460 $1.5M
Cary Street Partners Investment Advisory LLC 0.06% No change 18,182 $1.5M
Alpine Bank Wealth Management 0.24% — 18,144 $1.5M
CX Institutional 0.07% Reduce -0.3% 17,939 $1.5M
Park Avenue Securities LLC 0.02% Reduce -4.9% 17,913 $1.5M
Legacy Edge Advisors, LLC 0.23% Add +0.1% 17,165 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +0.2% 17,032 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.07% Reduce -0.6% 16,612 $1.4M
Heck Capital Advisors, LLC 0.16% Reduce -6.8% 16,575 $1.4M
Raymond James & Associates 0.00% Add +7.5% 15,627 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -19.6% 14,897 $1.2M
Mfa Wealth Advisors, LLC 0.26% No change 14,585 $1.2M
CGN Advisors LLC 0.12% Add +17.4% 13,937 $1.2M
Freedom Investment Management, Inc. 0.09% Add +1.1% 13,332 $1.1M
WealthShield Partners, LLC 0.15% Reduce -1.4% 13,257 $1.1M
Atria Wealth Solutions, Inc. 0.01% Add +42.3% 12,943 $1.1M
Curtis Advisory Group, LLC 0.30% Reduce -6.5% 12,832 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +13.7% 12,651 $1.0M
Cerity Partners LLC 0.00% Add +14.9% 12,638 $1.0M
Lockerman Financial Group, Inc. 1.72% Reduce -7.0% 12,312 $1.0M
AdvisorNet Financial, Inc 0.08% No change 12,189 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -2.5% 11,473 $948K
J.Safra Asset Management Corp 0.09% Add +38.8% 11,113 $917K
Goldman Sachs Group Inc. 0.00% Add +284.5% 11,065 $914K
Cozad Asset Management Inc. 0.09% No change 10,795 $892K
MML Investors Services, LLC 0.00% Add +7.9% 10,473 $865K
Redwood Financial Network Corp 0.67% Reduce -23.2% 10,345 $855K
Sandbox Financial Partners, LLC 0.30% Add +38.4% 10,187 $842K
Flagship Harbor Advisors, LLC 0.05% Add +20.0% 10,160 $839K
Wescott Financial Advisory Group, LLC 0.09% Reduce -0.3% 9,956 $823K
Falcon Wealth Planning 0.09% Add +23.4% 9,662 $798K
Walkner Condon Financial Advisors LLC 0.16% Add +1.4% 9,327 $771K
Commerce Bank 0.00% Add +8.3% 8,904 $736K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +32.1% 8,897 $735K
Kestra Advisory Services, LLC 0.00% Reduce -16.2% 8,469 $700K
EP Wealth Advisors, LLC 0.01% Add +4.4% 8,426 $696K
Marino, Stram & Associates LLC 0.15% No change 8,365 $691K
HTLF Bank 0.07% Add +12.0% 8,261 $683K

"% 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 222 holders