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

0100200300 Q1 2024: 226Q1 2024Q2 2024: 235Q2 2024Q3 2024: 241Q3 2024Q4 2024: 251Q4 2024Q1 2025: 256Q1 2025Q2 2025: 255Q2 2025Q3 2025: 257Q3 2025Q4 2025: 275Q4 2025Q1 2026: 278Q1 2026Q2 2026: 280Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions22$8.9M
Exits16$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
D. E. Shaw & Co. 0.00% New 20,979 $793K
Commerce Bank 0.01% Add +8.1% 20,535 $776K
MML Investors Services, LLC 0.00% Reduce -0.0% 19,879 $751K
Tradition Wealth Management, LLC 0.07% Reduce -25.4% 19,664 $743K
One Capital Management, LLC 0.03% Add +5.3% 19,538 $738K
Kestra Private Wealth Services, LLC 0.01% Add +2.2% 19,496 $737K
Buckingham Strategic Wealth, LLC 0.01% Add +60.5% 19,004 $718K
Signature Estate & Investment Advisors LLC 0.02% Add +2.7% 18,838 $712K
Sage Financial Group Inc. 0.06% Reduce -3.6% 18,832 $712K
Advisory Services Network, LLC 0.01% Reduce -75.8% 18,772 $709K
HTLF Bank 0.08% Add +14.3% 18,395 $695K
Harbour Investments, Inc. 0.02% Add +12.2% 18,351 $693K
Wells Fargo & Company 0.00% Reduce -2.3% 17,909 $677K
AIFG Consultants Ltd. 0.50% Add +0.9% 17,811 $673K
AdvisorNet Financial, Inc 0.06% Reduce -3.9% 17,764 $671K
Ameritas Investment Partners, Inc. 0.02% Add +2.8% 16,793 $635K
Walkner Condon Financial Advisors LLC 0.14% Reduce -8.8% 16,785 $634K
Trademark Financial Management, LLC 0.52% Reduce -1.1% 16,754 $633K
Per Stirling Capital Management, LLC. 0.10% Reduce -10.0% 16,298 $616K
NorthRock Partners, LLC 0.02% Reduce -37.3% 16,287 $615K
Falcon Wealth Planning 0.08% Add +3.1% 16,182 $612K
Hill Island Financial LLC 0.19% Add +0.0% 15,720 $594K
Wescott Financial Advisory Group, LLC 0.07% Add +48.6% 15,110 $571K
Kestra Advisory Services, LLC 0.00% Add +51.7% 14,895 $563K
Relative Value Partners Group, LLC 0.07% New 14,879 $562K
Lake Street Private Wealth, LLC 0.07% Reduce -0.5% 14,879 $562K
Modera Wealth Management, LLC 0.01% Reduce -2.8% 14,835 $561K
US Bancorp \de 0.00% Reduce -2.5% 13,813 $522K
Better Money Decisions, LLC 0.39% Add +11.9% 13,642 $516K
D.A. Davidson & Co. 0.00% Add +6.1% 13,454 $508K
SeaCrest Wealth Management, LLC 0.05% New 12,574 $475K
Capital Analysts, LLC 0.02% Add +9.4% 12,515 $473K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.5% 12,301 $465K
Laurel Wealth Planning LLC 0.32% Add +44.7% 12,106 $457K
Truist Financial Corp. 0.00% Add +4.5% 11,789 $446K
First Business Financial Services, Inc. 0.05% Reduce -0.6% 11,776 $445K
Legacy Financial Advisors, Inc. 0.08% New 11,589 $438K
DDFG, Inc 0.13% Reduce -5.6% 11,491 $434K
Legacy Financial Group LLC 0.09% Reduce -9.9% 11,451 $433K
Colorado Capital Management, Inc. 0.24% No change 11,391 $430K
Parkside Financial Bank & Trust 0.06% No change 10,828 $409K
PFG Investments, LLC 0.03% Reduce -6.1% 10,781 $407K
Maia Wealth LLC 0.12% — 10,254 $399K
WASHINGTON TRUST Co 0.01% No change 10,260 $388K
Journey Strategic Wealth LLC 0.02% New 10,218 $386K
RTD Financial Advisors, Inc. 0.05% Reduce -13.3% 10,187 $385K
Emergent Wealth Advisors, LLC 0.31% Add +40.9% 10,146 $383K
Steward Partners Investment Advisory, LLC 0.00% Add +2.9% 10,096 $382K
Confluence Wealth Services, Inc. 0.03% Add +7.5% 9,991 $378K
Onyx Bridge Wealth Group LLC 0.06% Add +4.9% 9,974 $377K
CENTRAL TRUST Co 0.01% Reduce -0.7% 9,939 $376K
Sage Advisory Services, Ltd.Co. 0.10% Reduce -14.3% 9,869 $373K
Avantax Advisory Services, Inc. 0.00% Reduce -2.0% 9,493 $359K
First Pacific Financial 0.09% No change 9,476 $358K
Chicago Partners Investment Group LLC 0.01% Add +25.5% 8,841 $351K
Obsidian Cio, LLC 0.08% Reduce -0.0% 9,206 $348K
McAdam, LLC 0.02% Add +6.3% 9,011 $341K
Trust Co 0.04% Reduce -3.5% 8,899 $336K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.2% 8,351 $316K
Jane Street Group, LLC 0.00% New 8,285 $313K
Sanctuary Advisors, LLC 0.00% — 8,078 $301K
Integrated Wealth Concepts LLC 0.00% Add +5.8% 7,771 $294K
Rede Wealth, LLC 0.27% No change 7,724 $292K
Kelman-Lazarov, Inc. 0.05% Reduce -46.4% 7,497 $283K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.9% 7,422 $280K
Trek Financial, LLC 0.02% Reduce -1.2% 7,340 $277K
Stratos Wealth Partners, LTD. 0.00% No change 7,325 $277K
Higgins & Schmidt Wealth Strategies LLC 0.19% No change 7,056 $267K
RVW Wealth, LLC 0.03% Add +0.2% 7,037 $266K
Relyea Zuckerberg Hanson LLC 0.04% No change 7,012 $265K
CIC Wealth, LLC 0.07% No change 6,977 $264K
Cerity Partners LLC 0.00% No change 6,874 $260K
Householder Group Estate & Retirement Specialist, LLC 0.07% Add +3.2% 6,836 $258K
Verus Capital Partners, LLC 0.03% Add +0.1% 6,532 $247K
Evergreen Capital Management LLC 0.01% Reduce -8.2% 6,402 $242K
Creative Planning 0.00% Add +1.4% 6,362 $240K
Baird Financial Group, Inc. 0.00% Reduce -1.7% 6,345 $240K
BOK Financial Private Wealth, Inc. 0.02% No change 6,292 $238K
MAI Capital Management 0.00% New 5,847 $221K
LexAurum Advisors, LLC 0.05% New 5,768 $218K
Paulson Wealth Management Inc. 0.06% Add +8.3% 5,757 $218K
Susquehanna International Group, LLP 0.00% Reduce -86.8% 5,702 $215K
Financial Advocates Investment Management 0.01% No change 5,647 $213K
Denver Wealth Management, Inc. 0.11% New 5,643 $213K
Tortoise Investment Management, LLC 0.02% No change 5,465 $207K
Carret Asset Management, LLC 0.02% No change 5,450 $206K
Occidental Asset Management, LLC 0.04% New 5,444 $206K
Institute for Wealth Management, LLC. 0.03% Reduce -56.9% 5,426 $205K
American Financial & Tax Strategies Inc. 0.11% No change 5,342 $202K
Ramiah Investment Group 0.20% Reduce -21.6% 5,323 $201K
Focus Partners Advisor Solutions, LLC 0.01% New 5,312 $201K
Morgan Dempsey Capital Management LLC 0.06% Reduce -18.3% 4,875 $184K
Bessemer Group Inc. 0.00% No change 4,128 $156K
Private Trust Co. NA 0.02% No change 4,085 $154K
Key Financial Inc 0.03% No change 3,711 $140K
Keener Financial Planning LLC 0.09% Reduce -4.2% 3,640 $137K
TD Waterhouse Canada Inc. 0.00% Reduce -36.7% 2,973 $113K
Farther Finance Advisors, LLC 0.01% Add +198.6% 2,864 $108K
CoreCap Advisors, LLC 0.01% No change 2,759 $104K
Global Retirement Partners, LLC 0.00% Add +2.5% 2,496 $94K
Atlas Capital Advisors Inc. 0.01% No change 2,284 $86K
McIlrath & Eck, LLC 0.01% No change 2,177 $82K
Balefire, LLC 0.03% Add +0.9% 2,170 $82K
Milestone Investment Advisors LLC 0.02% Add +3451.7% 2,060 $78K
Creative Financial Designs Inc. 0.01% Reduce -1.6% 1,952 $74K
Anchor Investment Management, LLC 0.01% New 1,458 $55K
Citigroup Inc. 0.00% Add +1167.0% 1,267 $48K
Colonial Trust Advisors 0.00% No change 1,100 $42K
Front Row Advisors LLC 0.01% New 1,055 $40K
Cwm, LLC 0.00% Add +5.6% 1,035 $39K
Mather Group, Llc. 0.00% Add +2910.0% 903 $35K
International Assets Investment Management, LLC 0.00% New 900 $34K
Dagco, Inc. 0.01% Add +1.2% 848 $32K
EverSource Wealth Advisors, LLC 0.00% No change 693 $28K
National Bank of Canada 0.00% No change 712 $27K
Kimelman & Baird, LLC 0.00% — 662 $25K
Northwest Capital Management Inc 0.01% No change 606 $23K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 575 $22K
First Command Advisory Services, Inc. 0.00% New 581 $22K
Orion Capital Management LLC 0.01% No change 470 $18K
Smartleaf Asset Management LLC 0.00% No change 454 $17K
Elevation Wealth Partners, LLC 0.01% No change 425 $16K
Federation des caisses Desjardins du Quebec 0.00% Reduce -99.0% 346 $13K
First Horizon Advisors, Inc. 0.00% No change 333 $13K
Geneos Wealth Management Inc. 0.00% No change 275 $10K
Continuum Advisory, LLC 0.00% No change 262 $10K
Principal Securities, Inc. 0.00% Add +4.5% 230 $9K
Carmichael Hill & Associates, Inc. 0.00% Add +6.6% 210 $8K
Tradewinds Capital Management, LLC 0.00% New 197 $7K
AllSquare Wealth Management LLC 0.00% No change 156 $6K
Opal Wealth Advisors, LLC 0.00% New 85 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 76 $3K
Investors Research Corp 0.00% New 31 $1K
Macroview Investment Management LLC 0.00% No change 22 $818
BNP Paribas Financial Markets 0.00% New 1 $38

"% 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.