Nuveen ESG Large-Cap Val ETFNULVETF
13F holders, Q1 2024 (March 31)226holders
1famous investor
$38.85avg. 13F price*
At the end of Q1 2024, 226 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings. The largest holders were Bank of America Corp. ($555.0M), Tiaa Trust, National Association ($147.0M) and JPMorgan Chase & Co. ($60.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen ESG Large-Cap Val ETF
- Filed as
- NUSHARES ETF TR (Q1 2024)
- CUSIP
- 67092P300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $21.5M |
| Exits | 10 | $24.8M |
Ownership 226 holders
| Bank of America Corp. | 0.05% | Add +3.7% | 14,281,705 | $555.0M |
| Tiaa Trust, National Association | 0.45% | Add +7.4% | 3,784,021 | $147.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.5% | 1,542,860 | $60.0M |
| LPL Financial LLC | 0.02% | Add +8.5% | 1,071,558 | $41.6M |
| Morgan Stanley | 0.00% | Add +9.2% | 999,717 | $38.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +0.7% | 947,510 | $36.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.7% | 790,001 | $30.7M |
| UBS Group AG | 0.01% | Reduce -0.6% | 767,517 | $29.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.2% | 602,189 | $23.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -5.1% | 545,294 | $21.2M |
| Money Design Co.,Ltd. | 1.05% | Reduce -0.9% | 498,585 | $19.4M |
| Forefront Analytics, LLC | 7.52% | New | 399,284 | $15.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +4.9% | 383,379 | $14.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -0.8% | 326,123 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Add +16.3% | 318,815 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +20.6% | 297,174 | $11.5M |
| Ameritas Advisory Services, LLC | 0.41% | Add +65.4% | 257,974 | $10.0M |
| O'Brien Wealth Partners LLC | 2.25% | Add +1.6% | 250,216 | $9.7M |
| Fund Evaluation Group, LLC | 0.58% | Reduce -14.6% | 236,716 | $9.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.5% | 220,253 | $8.6M |
| Captrust Financial Advisors | 0.03% | Add +13.8% | 216,802 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.5% | 207,054 | $8.0M |
| Mission Wealth Management, LP | 0.20% | Add +1.2% | 188,079 | $7.3M |
| Lido Advisors, LLC | 0.06% | Reduce -41.8% | 184,988 | $7.2M |
| Cetera Investment Advisers | 0.02% | Add +27.0% | 184,426 | $7.2M |
| BSW Wealth Partners | 1.08% | Reduce -2.9% | 164,644 | $6.4M |
| Allworth Financial LP | 0.04% | Add +7.3% | 163,469 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +0.7% | 154,362 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +10.0% | 153,278 | $6.0M |
| CGC Financial Services, LLC | 3.08% | Add +11.3% | 151,235 | $5.9M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -4.1% | 145,687 | $5.7M |
| Corient Private Wealth LP | 0.01% | Reduce -9.9% | 145,571 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +13.8% | 144,277 | $5.6M |
| Eastern Bank | 0.23% | Add +13.7% | 142,043 | $5.5M |
| Clarity Asset Management, Inc. | 3.79% | Reduce -53.6% | 141,145 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +22.7% | 137,971 | $5.4M |
| Mariner, LLC | 0.01% | Add +281.9% | 137,376 | $5.3M |
| Regatta Capital Group, LLC | 1.20% | Reduce -36.9% | 136,731 | $5.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -7.5% | 122,373 | $4.8M |
| Stewardship Advisors, LLC | 1.57% | Add +4.4% | 118,227 | $4.6M |
| Invera Wealth Advisors, LLC | 3.54% | Add +1.9% | 113,827 | $4.2M |
| St Germain D J Co. Inc. | 0.20% | Add +4.3% | 104,887 | $4.1M |
| 3EDGE Asset Management, LP | 0.30% | Add +50.0% | 99,205 | $3.9M |
| Wilmington Savings Fund Society, FSB | 0.15% | — | 98,705 | $3.8M |
| Avantax Planning Partners, Inc. | 0.12% | Add +0.2% | 95,311 | $3.7M |
| Vicus Capital | 0.34% | Reduce -0.2% | 94,912 | $3.7M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 92,699 | $3.6M |
| Marino, Stram & Associates LLC | 0.83% | Add +1.2% | 90,274 | $3.5M |
| WNY Asset Management, LLC | 0.52% | Add +4.8% | 87,365 | $3.4M |
| Staley Capital Advisers Inc. | 0.15% | No change | 85,000 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Add +0.3% | 81,593 | $3.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -25.9% | 77,516 | $3.0M |
| Concord Wealth Partners | 0.52% | Reduce -23.1% | 75,028 | $2.9M |
| One Day In July LLC | 0.38% | Add +3.8% | 72,831 | $2.8M |
| CX Institutional | 0.13% | Add +13.8% | 71,316 | $2.8M |
| UMB Bank, n.a. | 0.04% | Add +0.9% | 71,242 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +6.3% | 69,538 | $2.7M |
| Savant Capital, LLC | 0.03% | Reduce -1.5% | 68,767 | $2.7M |
| Opes Wealth Management LLC | 0.60% | Reduce -4.5% | 66,740 | $2.6M |
| Flputnam Investment Management Co. | 0.05% | Reduce -6.9% | 65,789 | $2.6M |
| Merit Financial Group, LLC | 0.06% | Add +5.3% | 67,822 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.3% | 62,695 | $2.4M |
| Mascoma Wealth Management LLC | 0.69% | Add +20.5% | 62,503 | $2.4M |
| Concord Asset Management, LLC | 0.60% | Reduce -20.3% | 58,267 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -5.7% | 56,460 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.9% | 55,366 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.9% | 55,281 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +40.3% | 50,692 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.5% | 49,508 | $1.9M |
| Evolution Advisers, Inc. | 1.12% | Add +0.3% | 48,976 | $1.9M |
| Bokf, NA | 0.03% | Add +3.3% | 48,756 | $1.9M |
| FMR LLC | 0.00% | Add +61.6% | 48,274 | $1.9M |
| Citadel Advisors | 0.00% | New | 47,701 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.33% | Reduce -1.0% | 47,270 | $1.8M |
| Raymond James & Associates | 0.00% | Reduce -2.6% | 46,419 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +1.8% | 45,852 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.48% | Reduce -47.3% | 44,745 | $1.7M |
| Legacy Edge Advisors, LLC | 0.36% | Add +4.6% | 44,144 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +153.4% | 43,190 | $1.7M |
| Plum Street Advisors, LLC | 0.81% | Add +4.1% | 38,180 | $1.6M |
| Equita Financial Network, Inc. | 0.69% | Add +14.4% | 39,516 | $1.5M |
| Bailard, Inc. | 0.04% | Reduce -2.5% | 39,217 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -35.7% | 37,168 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -35.7% | 37,168 | $1.4M |
| PrairieView Partners, LLC | 0.16% | Add +0.4% | 36,147 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.8% | 34,125 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 31,126 | $1.2M |
| WealthShield Partners, LLC | 0.19% | Reduce -0.6% | 30,028 | $1.2M |
| Gateway Wealth Partners, LLC | 0.41% | Reduce -0.5% | 29,128 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 28,566 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.18% | Add +2.3% | 26,709 | $1.0M |
| Tradition Wealth Management, LLC | 0.10% | Reduce -2.3% | 26,360 | $1.0M |
| Curtis Advisory Group, LLC | 0.39% | Add +68.2% | 26,025 | $1.0M |
| NorthRock Partners, LLC | 0.04% | Reduce -17.4% | 25,982 | $1.0M |
| Choreo, LLC | 0.03% | No change | 25,669 | $997K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +6360.4% | 25,648 | $997K |
| Revolve Wealth Partners, LLC | 0.17% | Add +74.1% | 25,006 | $972K |
| Private Wealth Management Group, LLC | 0.43% | Add +1.7% | 24,318 | $945K |
| Bond & Devick Financial Network, Inc. | 0.50% | Add +7.0% | 23,906 | $929K |
| RFG Advisory, LLC | 0.03% | Reduce -5.5% | 23,654 | $919K |
"% of holder's portfolio" is NULV's weight in each manager's 13F, not the share of Nuveen ESG Large-Cap Val ETF the manager owns.