Nuveen ESG LRG-Cap GRW ETFNULGETF

13F holders, Q4 2024 (December 31)
251holders +29
29new positions
14sold out
$85.91avg. 13F price*

At the end of Q4 2024, 251 institutions reported holding Nuveen ESG LRG-Cap GRW ETF (NULG) in their 13F filings, up 29 from Q3 2024. 29 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($292.1M), Tiaa Trust, National Association ($224.4M) and LPL Financial LLC ($74.9M).

Company
Nuveen ESG LRG-Cap GRW ETF
Filed as
NUSHARES ETF TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$13.6M
Exits14$5.5M

All 13F filers, Q3 2024 → Q4 2024: 350,204 shares bought and 604,488 shares sold, net −254,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 251 holders

Bank of America Corp. 0.03% Reduce -4.5% 3,403,066 $292.1M
Tiaa Trust, National Association 0.68% Reduce -2.1% 2,613,735 $224.4M
LPL Financial LLC 0.03% Add +4.0% 872,782 $74.9M
Commonwealth Equity Services, LLC 0.06% Add +4.8% 502,780 $43.2M
Morgan Stanley 0.00% Reduce -1.9% 484,408 $41.6M
Envestnet Asset Management Inc. 0.01% Reduce -1.7% 302,286 $25.9M
Thrivent Financial for Lutherans 0.05% Reduce -11.7% 277,468 $24.7M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -1.8% 281,703 $24.2M
UBS Group AG 0.00% Reduce -3.0% 248,802 $21.4M
Ameriprise Financial Inc. 0.01% Add +5.7% 231,738 $19.8M
Refined Wealth Management 14.32% Reduce -3.9% 219,158 $18.8M
Envestnet Portfolio Solutions, Inc. 0.06% Add +2.9% 197,782 $17.0M
Clarity Asset Management, Inc. 9.59% Reduce -2.3% 171,580 $14.7M
Money Design Co.,Ltd. 0.74% Reduce -19.3% 167,289 $14.5M
Lido Advisors, LLC 0.09% Add +10.2% 162,573 $14.0M
RVW Wealth, LLC 1.19% Reduce -4.5% 148,488 $12.7M
Impact Investors, Inc 8.87% — 133,207 $11.4M
Vestmark Advisory Solutions, Inc. 0.33% Add +4.4% 113,138 $9.7M
O'Brien Wealth Partners LLC 1.66% Reduce -1.3% 107,551 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +3.6% 102,106 $8.8M
Captrust Financial Advisors 0.02% Add +2.4% 96,414 $8.3M
HighTower Advisors, LLC 0.01% Add +1.7% 95,753 $8.2M
Mission Wealth Management, LP 0.18% Reduce -3.3% 89,391 $7.7M
Private Advisor Group, LLC 0.04% Add +4.0% 87,286 $7.5M
DeDora Capital, Inc. 2.04% Add +1.2% 86,848 $7.5M
Bank of New York Mellon Corp 0.00% Add +0.6% 78,900 $6.8M
Francis Financial, Inc. 1.64% Add +1.4% 75,162 $6.5M
Beacon Pointe Advisors, LLC 0.07% Add +4.7% 73,071 $6.3M
Uniting Wealth Partners, LLC 2.90% — 70,032 $6.0M
Cetera Investment Advisers 0.01% Reduce -5.7% 64,819 $5.6M
Global Retirement Partners, LLC 0.15% Add +3.6% 59,635 $5.1M
One Capital Management, LLC 0.16% Reduce -3.5% 57,143 $4.9M
Assetmark, Inc. 0.01% Add +4.4% 50,180 $4.3M
Wells Fargo & Company 0.00% Add +2.7% 50,011 $4.3M
Goldman Sachs Group Inc. 0.00% Add +347.3% 49,488 $4.2M
NewEdge Advisors, LLC 0.02% Reduce -7.7% 48,134 $4.1M
Win Advisors, Inc. 2.00% New 48,032 $4.1M
Cable Hill Partners, LLC 0.40% Add +3.0% 45,722 $3.9M
US Bancorp \de 0.01% Reduce -2.2% 45,323 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -9.8% 38,806 $3.3M
Laurel Wealth Planning LLC 2.01% Reduce -0.8% 36,358 $3.1M
WCG Wealth Advisors LLC 0.20% Add +2.6% 34,581 $3.0M
UMB Bank, n.a. 0.05% Reduce -0.9% 33,522 $2.9M
Royal Bank of Canada 0.00% Reduce -25.8% 32,458 $2.8M
Evolution Advisers, Inc. 1.51% Reduce -0.2% 32,169 $2.8M
Mascoma Wealth Management LLC 0.67% Reduce -8.6% 31,278 $2.7M
Raymond James Financial Inc. 0.00% — 30,518 $2.6M
IMPACTfolio, LLC 1.32% Reduce -3.7% 29,578 $2.5M
Coldstream Capital Management Inc. 0.05% Reduce -0.8% 27,890 $2.4M
L & S Advisors Inc 0.29% Add +0.3% 27,408 $2.4M
Aptus Capital Advisors, LLC 0.03% New 24,686 $2.1M
Equita Financial Network, Inc. 0.76% Reduce -2.6% 24,363 $2.1M
Corient Private Wealth LP 0.00% Reduce -4.8% 24,164 $2.1M
B. Riley Wealth Advisors, Inc. 0.07% Add +0.5% 23,748 $2.0M
Bokf, NA 0.03% Reduce -4.2% 23,512 $2.0M
NorthRock Partners, LLC 0.07% Reduce -6.2% 23,201 $2.0M
Revolve Wealth Partners, LLC 0.29% Reduce -1.0% 22,665 $1.9M
SGL Investment Advisors, Inc. 0.97% Add +1.6% 21,646 $1.9M
Ascentis Independent Advisors 0.35% Reduce -53.9% 21,305 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.0% 20,336 $1.7M
Mariner, LLC 0.00% Reduce -3.1% 18,133 $1.6M
IHT Wealth Management, LLC 0.05% Reduce -15.4% 17,893 $1.5M
Park Avenue Securities LLC 0.02% Reduce -0.3% 17,867 $1.5M
Colorado Capital Management, Inc. 0.73% Reduce -9.3% 17,451 $1.5M
Cary Street Partners Financial LLC 0.05% — 17,152 $1.5M
CGN Advisors LLC 0.14% Add +22.0% 16,999 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -1.6% 16,756 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.07% Add +0.6% 16,713 $1.4M
Heck Capital Advisors, LLC 0.16% Reduce -1.0% 16,406 $1.4M
CX Institutional 0.06% Reduce -9.1% 16,316 $1.4M
XY Planning Network, Inc. 1.00% — 15,462 $1.3M
Mfa Wealth Advisors, LLC 0.32% No change 14,585 $1.3M
Trademark Financial Management, LLC 0.97% Reduce -23.1% 14,198 $1.2M
Kingswood Wealth Advisors, LLC 0.09% Reduce -45.0% 13,862 $1.2M
Cerity Partners LLC 0.00% Add +8.9% 13,761 $1.2M
WealthShield Partners, LLC 0.17% Add +3.1% 13,666 $1.2M
Legacy Edge Advisors, LLC 0.19% Reduce -21.3% 13,516 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -48.0% 13,494 $1.2M
Equitable Holdings, Inc. 0.01% Reduce -12.0% 13,105 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +1.0% 12,779 $1.1M
Curtis Advisory Group, LLC 0.29% Reduce -0.9% 12,719 $1.1M
Marshall & Sterling Wealth Advisors Inc. 0.73% — 12,259 $1.1M
Lockerman Financial Group, Inc. 1.77% Reduce -1.6% 12,113 $1.0M
Freedom Investment Management, Inc. 0.08% Reduce -10.9% 11,873 $1.0M
Stewardship Advisors, LLC 0.28% Reduce -76.0% 11,661 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.2% 11,453 $983K
Flagship Harbor Advisors, LLC 0.05% Add +11.7% 11,350 $974K
J.Safra Asset Management Corp 0.08% No change 11,113 $962K
Susquehanna International Group, LLP 0.00% Reduce -70.9% 11,164 $958K
Sandbox Financial Partners, LLC 0.31% Add +8.0% 11,000 $944K
Cozad Asset Management Inc. 0.09% No change 10,795 $927K
Wescott Financial Advisory Group, LLC 0.10% Add +7.7% 10,726 $921K
MML Investors Services, LLC 0.00% Add +1.8% 10,665 $915K
Atria Wealth Solutions, Inc. 0.01% Reduce -19.7% 10,399 $893K
BlueStem Wealth Partners, LLC 0.12% — 10,249 $880K
EP Wealth Advisors, LLC 0.01% Add +19.7% 10,083 $866K
Kestra Advisory Services, LLC 0.00% Add +14.8% 9,726 $835K
Tower Research Capital LLC (TRC) 0.02% Add +22.0% 9,664 $830K
Abound Financial, LLC 0.41% — 9,382 $805K
Institute for Wealth Management, LLC. 0.10% Add +14.6% 9,344 $802K

"% 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 251 holders