Nuveen ESG Large-Cap Val ETFNULVETF
13F holders, Q2 2024 (June 30)235holders +9
22new positions
16sold out
1famous investor
$37.78avg. 13F price*
At the end of Q2 2024, 235 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, up 9 from Q1 2024. 22 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($537.4M), Tiaa Trust, National Association ($143.0M) and JPMorgan Chase & Co. ($57.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Nuveen ESG Large-Cap Val ETF
- Filed as
- NUSHARES ETF TR (Q2 2024)
- CUSIP
- 67092P300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.9M |
| Exits | 16 | $7.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,209,895 shares bought and 911,612 shares sold, net +298,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Bank of America Corp. | 0.05% | Reduce -0.4% | 14,221,691 | $537.4M |
| Tiaa Trust, National Association | 0.44% | Add +0.0% | 3,784,512 | $143.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.8% | 1,530,735 | $57.8M |
| Morgan Stanley | 0.00% | Add +12.3% | 1,122,893 | $42.4M |
| LPL Financial LLC | 0.02% | Reduce -3.2% | 1,036,849 | $39.2M |
| Thrivent Financial for Lutherans | 0.07% | Add +2.0% | 966,457 | $36.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.9% | 844,181 | $31.9M |
| UBS Group AG | 0.01% | Reduce -9.3% | 696,480 | $26.3M |
| Forefront Analytics, LLC | 12.44% | Add +72.3% | 687,947 | $26.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.6% | 617,679 | $23.3M |
| Money Design Co.,Ltd. | 1.09% | Add +7.9% | 537,753 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -5.9% | 513,325 | $19.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Reduce -3.5% | 370,069 | $14.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +19.2% | 354,264 | $12.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -2.9% | 316,589 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 301,136 | $11.4M |
| Ameritas Advisory Services, LLC | 0.38% | Add +4.5% | 269,463 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +22.1% | 268,906 | $10.2M |
| O'Brien Wealth Partners LLC | 2.28% | Add +7.3% | 268,352 | $10.1M |
| Fund Evaluation Group, LLC | 0.55% | Add +0.5% | 237,799 | $9.0M |
| Captrust Financial Advisors | 0.03% | Add +7.2% | 232,399 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.2% | 190,178 | $7.2M |
| Lido Advisors, LLC | 0.06% | Add +1.2% | 187,145 | $7.1M |
| Cetera Investment Advisers | 0.02% | Reduce -1.8% | 181,130 | $6.8M |
| Mission Wealth Management, LP | 0.18% | Reduce -4.4% | 179,733 | $6.8M |
| Allworth Financial LP | 0.04% | Add +5.9% | 173,106 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +16.3% | 178,284 | $6.7M |
| Mariner, LLC | 0.01% | Add +19.3% | 163,924 | $6.2M |
| CGC Financial Services, LLC | 2.50% | Add +0.9% | 152,585 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -1.4% | 152,269 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +4.9% | 151,363 | $5.7M |
| BSW Wealth Partners | 0.93% | Reduce -9.3% | 149,363 | $5.6M |
| Clarity Asset Management, Inc. | 3.83% | Add +1.1% | 142,749 | $5.4M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -2.0% | 142,711 | $5.4M |
| Eastern Bank | 0.22% | Reduce -0.1% | 141,891 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -3.1% | 141,086 | $5.3M |
| NewEdge Advisors, LLC | 0.04% | Add +10.7% | 135,474 | $5.1M |
| Regatta Capital Group, LLC | 1.08% | Reduce -2.5% | 133,254 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 122,490 | $4.6M |
| Invera Wealth Advisors, LLC | 4.56% | Add +1.6% | 115,677 | $4.4M |
| St Germain D J Co. Inc. | 0.20% | Add +2.6% | 107,574 | $4.1M |
| Stewardship Advisors, LLC | 1.29% | Reduce -12.7% | 103,237 | $3.9M |
| Wilmington Savings Fund Society, FSB | 0.14% | Add +0.9% | 99,595 | $3.8M |
| Vicus Capital | 0.33% | Add +1.1% | 95,966 | $3.6M |
| Avantax Planning Partners, Inc. | 0.11% | Reduce -2.0% | 93,445 | $3.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 91,935 | $3.5M |
| Marino, Stram & Associates LLC | 0.81% | Reduce -2.8% | 87,756 | $3.3M |
| WNY Asset Management, LLC | 0.44% | Add +0.3% | 87,659 | $3.3M |
| Staley Capital Advisers Inc. | 0.15% | No change | 85,000 | $3.2M |
| One Day In July LLC | 0.40% | Add +15.3% | 83,978 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Add +1.1% | 82,503 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +6.9% | 74,305 | $2.8M |
| Merit Financial Group, LLC | 0.06% | Add +3.3% | 70,076 | $2.6M |
| CX Institutional | 0.12% | Reduce -2.1% | 69,834 | $2.6M |
| Opes Wealth Management LLC | 0.54% | Add +2.5% | 68,445 | $2.6M |
| Savant Capital, LLC | 0.03% | Reduce -1.6% | 67,663 | $2.6M |
| Mascoma Wealth Management LLC | 0.67% | Add +7.1% | 66,940 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +3.6% | 64,932 | $2.5M |
| Flputnam Investment Management Co. | 0.05% | Reduce -2.1% | 64,396 | $2.4M |
| FMR LLC | 0.00% | Add +31.5% | 63,495 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +11.2% | 62,756 | $2.4M |
| Canandaigua National Bank & Trust Co. | 0.24% | New | 57,952 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +102.8% | 57,930 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 52,886 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +3.2% | 51,106 | $1.9M |
| Concord Wealth Partners | 0.34% | Reduce -32.3% | 50,781 | $1.9M |
| Evolution Advisers, Inc. | 1.06% | Reduce -0.4% | 48,792 | $1.8M |
| Strategic Point Investment Advisors, LLC | 0.32% | No change | 47,270 | $1.8M |
| Bokf, NA | 0.03% | Reduce -3.1% | 47,247 | $1.8M |
| GTS Securities LLC | 0.04% | New | 45,815 | $1.7M |
| Raymond James & Associates | 0.00% | Reduce -1.3% | 45,808 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +106.4% | 45,725 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -36.7% | 45,094 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.43% | Add +0.6% | 44,991 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -12.1% | 44,555 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.5% | 43,775 | $1.7M |
| Legacy Edge Advisors, LLC | 0.30% | Reduce -2.2% | 43,156 | $1.6M |
| Equita Financial Network, Inc. | 0.62% | Reduce -0.2% | 39,454 | $1.5M |
| Plum Street Advisors, LLC | 0.84% | No change | 38,180 | $1.4M |
| Concord Asset Management, LLC | 0.35% | Reduce -36.1% | 37,204 | $1.4M |
| PrairieView Partners, LLC | 0.15% | Reduce -2.5% | 35,242 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -16.6% | 32,703 | $1.2M |
| 3EDGE Asset Management, LP | 0.09% | Reduce -68.0% | 31,710 | $1.2M |
| Revolve Wealth Partners, LLC | 0.19% | Add +21.4% | 30,366 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 30,203 | $1.1M |
| WealthShield Partners, LLC | 0.17% | Reduce -1.0% | 29,716 | $1.1M |
| Gateway Wealth Partners, LLC | 0.33% | Reduce -0.7% | 28,928 | $1.1M |
| CGN Advisors LLC | 0.12% | Add +313.8% | 27,317 | $1.0M |
| Addison Advisors LLC | 0.33% | Add +34.7% | 26,681 | $1.0M |
| Curtis Advisory Group, LLC | 0.35% | Add +1.8% | 26,493 | $1.0M |
| Private Wealth Management Group, LLC | 0.43% | Add +6.9% | 25,990 | $982K |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -3.7% | 25,719 | $972K |
| Choreo, LLC | 0.02% | No change | 25,669 | $965K |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.3% | 24,230 | $961K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.3% | 24,151 | $913K |
| RFG Advisory, LLC | 0.03% | Add +1.9% | 24,109 | $911K |
| Bond & Devick Financial Network, Inc. | 0.47% | Reduce -2.0% | 23,418 | $885K |
| Shotwell Rutter Baer Inc | 0.74% | New | 22,195 | $838K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -16.5% | 21,410 | $809K |
| Lockerman Financial Group, Inc. | 1.45% | Reduce -6.5% | 21,105 | $798K |
"% 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.