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 |
| Focus Financial Network, Inc. | 0.04% | — | 24,315 | $891K |
| Lockerman Financial Group, Inc. | 1.68% | Reduce -1.5% | 22,569 | $877K |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -45.0% | 22,150 | $861K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 19,885 | $773K |
| Addison Advisors LLC | 0.26% | Add +6.8% | 19,806 | $770K |
| Sage Financial Group Inc. | 0.07% | Reduce -3.9% | 19,539 | $759K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.4% | 19,078 | $741K |
| Commerce Bank | 0.00% | Add +1.2% | 18,990 | $738K |
| One Capital Management, LLC | 0.03% | Reduce -51.9% | 18,558 | $721K |
| AdvisorNet Financial, Inc | 0.07% | Reduce -11.9% | 18,493 | $719K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -0.6% | 18,404 | $715K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +43.0% | 18,337 | $713K |
| Wells Fargo & Company | 0.00% | Add +0.9% | 18,326 | $712K |
| Per Stirling Capital Management, LLC. | 0.12% | Add +79.6% | 18,106 | $704K |
| AIFG Consultants Ltd. | 0.49% | Add +5.7% | 17,654 | $686K |
| Trademark Financial Management, LLC | 0.55% | Reduce -32.1% | 16,944 | $658K |
| Harbour Investments, Inc. | 0.02% | Add +0.6% | 16,350 | $635K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.1% | 16,333 | $635K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -64.6% | 16,203 | $630K |
| HTLF Bank | 0.07% | Add +26.9% | 16,090 | $625K |
| Hill Island Financial LLC | 0.20% | No change | 15,719 | $611K |
| Falcon Wealth Planning | 0.10% | Add +9.0% | 15,699 | $610K |
| Modera Wealth Management, LLC | 0.01% | Add +8.8% | 15,266 | $593K |
| Lake Street Private Wealth, LLC | 0.08% | No change | 14,957 | $581K |
| US Bancorp \de | 0.00% | Reduce -7.0% | 14,168 | $551K |
| Kelman-Lazarov, Inc. | 0.11% | Add +1.5% | 13,975 | $543K |
| Legacy Financial Group LLC | 0.10% | New | 12,714 | $494K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.8% | 12,678 | $493K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -5.0% | 12,585 | $489K |
| Better Money Decisions, LLC | 0.38% | Add +3.7% | 12,187 | $474K |
| DDFG, Inc | 0.15% | Reduce -5.5% | 12,173 | $473K |
| First Business Financial Services, Inc. | 0.05% | Add +1.7% | 11,846 | $460K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +20.8% | 11,843 | $460K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -4.5% | 11,746 | $456K |
| Operose Advisors LLC | 0.15% | Add +29.8% | 11,711 | $455K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.5% | 11,546 | $449K |
| Sage Advisory Services, Ltd.Co. | 0.12% | No change | 11,514 | $447K |
| PFG Investments, LLC | 0.03% | New | 11,482 | $446K |
| Capital Analysts, LLC | 0.02% | Add +27.3% | 11,439 | $445K |
| Colorado Capital Management, Inc. | 0.26% | No change | 11,391 | $443K |
| Truist Financial Corp. | 0.00% | Reduce -59.7% | 11,277 | $438K |
| Parkside Financial Bank & Trust | 0.07% | No change | 10,828 | $421K |
| WASHINGTON TRUST Co | 0.01% | No change | 10,260 | $399K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -8.1% | 10,168 | $395K |
| CENTRAL TRUST Co | 0.01% | Add +18.8% | 10,006 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 9,821 | $382K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,815 | $381K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.0% | 9,689 | $377K |
| First Pacific Financial | 0.10% | Reduce -3.6% | 9,476 | $368K |
| Confluence Wealth Services, Inc. | 0.03% | Add +53.6% | 9,297 | $361K |
| Trust Co | 0.05% | Reduce -13.0% | 9,227 | $359K |
| Obsidian Cio, LLC | 0.09% | Add +8.4% | 9,207 | $358K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +32.7% | 9,511 | $354K |
| Penobscot Wealth Management | 0.22% | Add +11.3% | 9,019 | $350K |
| HRT Financial LP | 0.00% | New | 8,945 | $347K |
| McAdam, LLC | 0.02% | Add +14.8% | 8,481 | $330K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.1% | 8,455 | $328K |
| Laurel Wealth Planning LLC | 0.22% | No change | 8,368 | $325K |
| Rede Wealth, LLC | 0.13% | Reduce -29.4% | 7,724 | $300K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.3% | 7,489 | $291K |
| Trek Financial, LLC | 0.02% | Add +0.4% | 7,426 | $289K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.3% | 7,342 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 7,325 | $285K |
| Emergent Wealth Advisors, LLC | 0.24% | Reduce -23.4% | 7,199 | $280K |
| Higgins & Schmidt Wealth Strategies LLC | 0.20% | No change | 7,056 | $274K |
| RVW Wealth, LLC | 0.03% | Add +0.6% | 7,024 | $273K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 7,012 | $272K |
| CIC Wealth, LLC | 0.08% | Reduce -22.1% | 6,977 | $271K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,973 | $271K |
| Cerity Partners LLC | 0.00% | No change | 6,874 | $267K |
| Ramiah Investment Group | 0.25% | Add +17.7% | 6,788 | $264K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.3% | 7,046 | $264K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | New | 6,626 | $257K |
| CGN Advisors LLC | 0.03% | Add +2.2% | 6,601 | $257K |
| Verus Capital Partners, LLC | 0.03% | Add +8.4% | 6,522 | $253K |
| Baird Financial Group, Inc. | 0.00% | Add +1.7% | 6,452 | $251K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.8% | 4,695 | $245K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +8.0% | 6,292 | $245K |
| Creative Planning | 0.00% | Add +8.6% | 6,275 | $244K |
| Morgan Dempsey Capital Management LLC | 0.07% | Reduce -23.3% | 5,965 | $232K |
| Financial Advocates Investment Management | 0.01% | New | 5,647 | $219K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -9.9% | 5,465 | $212K |
| Carret Asset Management, LLC | 0.02% | New | 5,450 | $212K |
| American Financial & Tax Strategies Inc. | 0.11% | New | 5,342 | $208K |
| Paulson Wealth Management Inc. | 0.06% | New | 5,315 | $207K |
| Empower Advisory Group, LLC | 0.00% | New | 5,285 | $205K |
| Bessemer Group Inc. | 0.00% | No change | 4,128 | $160K |
| Private Trust Co. NA | 0.02% | No change | 4,085 | $159K |
| Blair William & Co. | 0.00% | New | 3,954 | $154K |
| Keener Financial Planning LLC | 0.10% | No change | 3,798 | $148K |
| Key Financial Inc | 0.04% | No change | 3,711 | $144K |
| CoreCap Advisors, LLC | 0.01% | New | 2,759 | $107K |
| Qube Research & Technologies Ltd | 0.00% | No change | 2,662 | $103K |
| Global Assets Advisory, LLC | 0.06% | New | 2,584 | $100K |
| Global Retirement Partners, LLC | 0.00% | Add +2.7% | 2,434 | $95K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,284 | $89K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,177 | $85K |
| Balefire, LLC | 0.03% | Add +0.2% | 2,151 | $84K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,984 | $77K |
| ICA Group Wealth Management, LLC | 0.01% | Add +1.6% | 1,564 | $61K |
| Archer Investment Corp | 0.02% | No change | 1,466 | $57K |
| Colonial Trust Advisors | 0.00% | No change | 1,100 | $43K |
| Cwm, LLC | 0.00% | No change | 980 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.9% | 959 | $37K |
| Dagco, Inc. | 0.01% | New | 838 | $33K |
| National Bank of Canada | 0.00% | Reduce -48.5% | 712 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 693 | $26K |
| Northwest Capital Management Inc | 0.01% | No change | 606 | $24K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 575 | $22K |
| Westside Investment Management, Inc. | 0.00% | Reduce -47.4% | 500 | $19K |
| Orion Capital Management LLC | 0.01% | New | 470 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 454 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 425 | $17K |
| First Horizon Advisors, Inc. | 0.00% | No change | 333 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -38.5% | 275 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 262 | $10K |
| Principal Securities, Inc. | 0.00% | Add +4.8% | 220 | $9K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 197 | $8K |
| AllSquare Wealth Management LLC | 0.00% | No change | 156 | $6K |
| NewSquare Capital LLC | 0.00% | No change | 122 | $5K |
| Citigroup Inc. | 0.00% | Reduce -60.0% | 100 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -31.5% | 76 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 60 | $2K |
| Milestone Investment Advisors LLC | 0.00% | Reduce -89.7% | 58 | $2K |
| Mather Group, Llc. | 0.00% | New | 30 | $1K |
| Macroview Investment Management LLC | 0.00% | No change | 22 | $841 |
"% 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.