Nuveen ESG Large-Cap Val ETFNULVETF

13F holders, Q3 2024 (September 30)
241holders +6
17new positions
9sold out
1famous investor
$41.72avg. 13F price*

At the end of Q3 2024, 241 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, up 6 from Q2 2024. 17 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($583.8M), Tiaa Trust, National Association ($162.6M) and JPMorgan Chase & Co. ($63.5M). 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 (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions17$5.4M
Exits9$3.4M

All 13F filers, Q2 2024 → Q3 2024: 1,162,767 shares bought and 912,634 shares sold, net +250,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 241 holders

Bank of America Corp. 0.05% Reduce -1.6% 13,993,804 $583.8M
Tiaa Trust, National Association 0.48% Add +3.0% 3,896,770 $162.6M
JPMorgan Chase & Co. 0.01% Reduce -0.5% 1,523,233 $63.5M
Morgan Stanley 0.00% Add +2.0% 1,145,309 $47.8M
LPL Financial LLC 0.02% Add +2.3% 1,060,571 $44.2M
Envestnet Asset Management Inc. 0.01% Add +14.9% 969,637 $40.5M
Thrivent Financial for Lutherans 0.07% Reduce -2.6% 941,471 $39.3M
Forefront Analytics, LLC 13.67% Add +1.0% 694,636 $29.0M
Commonwealth Equity Services, LLC 0.04% Add +7.7% 665,164 $27.8M
UBS Group AG 0.01% Reduce -5.5% 658,278 $27.5M
Money Design Co.,Ltd. 1.10% Reduce -1.4% 530,292 $22.1M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -4.7% 488,995 $20.4M
Mercer Global Advisors Inc. 0.04% Add +15.1% 407,753 $17.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.45% Add +2.8% 380,346 $15.9M
Envestnet Portfolio Solutions, Inc. 0.04% Add +1.9% 322,675 $13.5M
Lido Advisors, LLC 0.09% Add +47.3% 275,677 $11.5M
Ameriprise Financial Inc. 0.00% Reduce -9.8% 271,484 $11.4M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.3% 269,756 $11.3M
O'Brien Wealth Partners LLC 2.18% Reduce -0.7% 266,578 $11.1M
Corient Private Wealth LP 0.02% Add +84.6% 260,424 $10.9M
Ameritas Advisory Services, LLC 0.45% Reduce -6.5% 251,858 $10.5M
Beacon Pointe Advisors, LLC 0.12% Add +57.2% 239,318 $10.0M
Mariner, LLC 0.02% Add +35.6% 222,217 $9.3M
Captrust Financial Advisors 0.03% Reduce -8.8% 211,967 $8.8M
Vestmark Advisory Solutions, Inc. 0.30% Add +9.8% 195,667 $8.2M
Mission Wealth Management, LP 0.19% Add +4.3% 187,457 $7.8M
Allworth Financial LP 0.04% Add +1.5% 175,692 $7.3M
HighTower Advisors, LLC 0.01% Reduce -8.6% 173,904 $7.3M
Fund Evaluation Group, LLC 0.39% Reduce -29.8% 166,939 $7.0M
Cetera Investment Advisers 0.01% Reduce -11.2% 160,849 $6.7M
Rwa Wealth Partners, LLC 0.08% Add +11.6% 159,280 $6.6M
Bank of New York Mellon Corp 0.00% Add +1.7% 153,878 $6.4M
CGC Financial Services, LLC 2.54% Reduce -0.5% 151,780 $6.3M
BSW Wealth Partners 0.91% Reduce -2.4% 145,750 $6.1M
Clarity Asset Management, Inc. 4.16% Add +0.4% 143,340 $6.0M
Eastern Bank 0.11% Reduce -0.3% 141,449 $5.9M
NewEdge Advisors, LLC 0.04% Add +1.2% 137,132 $5.7M
Regatta Capital Group, LLC 1.07% Reduce -0.7% 132,265 $5.5M
St Germain D J Co. Inc. 0.20% Reduce -0.9% 106,577 $4.4M
Royal Bank of Canada 0.00% Reduce -13.9% 105,497 $4.4M
Stewardship Advisors, LLC 1.21% Reduce -0.8% 102,395 $4.3M
Wilmington Savings Fund Society, FSB 0.07% Reduce -0.2% 99,367 $4.1M
Invera Wealth Advisors, LLC 4.05% Reduce -16.4% 96,657 $4.1M
Vicus Capital 0.35% Reduce -0.9% 95,068 $4.0M
FMR LLC 0.00% Add +43.6% 91,173 $3.8M
Marino, Stram & Associates LLC 0.81% Reduce -0.3% 87,447 $3.6M
WNY Asset Management, LLC 0.42% Reduce -1.9% 85,978 $3.6M
Assetmark, Inc. 0.01% Add +15.5% 85,797 $3.6M
EP Wealth Advisors, LLC 0.03% Reduce -7.2% 85,355 $3.6M
Staley Capital Advisers Inc. 0.16% No change 85,000 $3.5M
One Day In July LLC 0.39% Reduce -0.5% 83,570 $3.5M
Park Avenue Securities LLC 0.04% Reduce -4.5% 78,783 $3.3M
Mascoma Wealth Management LLC 0.77% Add +11.0% 74,295 $3.1M
Opes Wealth Management LLC 0.57% Add +4.6% 71,570 $3.0M
CX Institutional 0.13% Reduce -1.5% 68,774 $2.9M
Cresset Asset Management, LLC 0.01% Add +1.7% 66,033 $2.8M
Savant Capital, LLC 0.02% Reduce -2.4% 66,032 $2.8M
Flputnam Investment Management Co. 0.05% Reduce -0.7% 63,965 $2.7M
Merit Financial Group, LLC 0.06% Reduce -9.6% 63,344 $2.6M
HSBC Holdings PLC 0.00% Reduce -1.6% 61,745 $2.6M
Canandaigua National Bank & Trust Co. 0.23% Add +0.8% 58,398 $2.4M
Evolution Advisers, Inc. 1.28% Add +15.6% 56,413 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +1.8% 53,835 $2.2M
Stifel Financial Corp. 0.00% Add +9.4% 48,735 $2.0M
Kingswood Wealth Advisors, LLC 0.14% Add +5.7% 48,350 $2.0M
Strategic Point Investment Advisors, LLC 0.33% No change 47,270 $2.0M
Bokf, NA 0.03% Add +0.5% 47,462 $2.0M
Raymond James & Associates 0.00% Add +1.1% 46,335 $1.9M
Balanced Rock Investment Advisors LLC 1.47% Reduce -0.4% 44,827 $1.9M
Legacy Edge Advisors, LLC 0.29% Reduce -0.1% 43,093 $1.8M
Equita Financial Network, Inc. 0.66% Add +9.2% 43,064 $1.8M
UMB Bank, n.a. 0.03% Reduce -7.1% 41,885 $1.7M
Private Advisor Group, LLC 0.01% Reduce -18.3% 41,780 $1.7M
Equitable Holdings, Inc. 0.02% Reduce -10.2% 39,302 $1.6M
Plum Street Advisors, LLC 0.81% No change 38,180 $1.6M
Revolve Wealth Partners, LLC 0.21% Add +9.4% 33,232 $1.4M
PrairieView Partners, LLC 0.14% Reduce -5.8% 33,208 $1.4M
Addison Advisors LLC 0.38% Add +23.2% 32,876 $1.4M
Jane Street Group, LLC 0.00% Add +296.7% 32,868 $1.4M
CGN Advisors LLC 0.13% Add +17.1% 31,992 $1.3M
WealthShield Partners, LLC 0.18% Add +6.7% 31,694 $1.3M
Bailard, Inc. 0.03% Reduce -3.4% 31,577 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.0% 31,420 $1.3M
Gateway Wealth Partners, LLC 0.34% Add +2.9% 29,760 $1.2M
Private Wealth Management Group, LLC 0.43% Add +1.1% 26,274 $1.1M
Curtis Advisory Group, LLC 0.30% Reduce -2.9% 25,729 $1.1M
Choreo, LLC 0.02% No change 25,669 $1.1M
Wells Fargo & Company 0.00% Add +37.3% 24,586 $1.0M
Osaic Holdings, Inc. 0.00% Add +0.8% 24,353 $1.0M
NorthRock Partners, LLC 0.03% Add +49.0% 24,273 $1.0M
Citadel Advisors 0.00% New 24,210 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -0.6% 24,091 $1.0M
Johnson Bixby & Associates, LLC 0.15% Reduce -6.9% 23,935 $999K
Shotwell Rutter Baer Inc 0.82% Add +8.1% 24,001 $993K
Bond & Devick Financial Network, Inc. 0.42% Add +0.6% 23,568 $983K
Commerce Bank 0.01% Add +14.6% 23,530 $982K
Lockerman Financial Group, Inc. 1.60% Add +7.3% 22,639 $945K
Susquehanna International Group, LLP 0.00% Add +295.8% 22,567 $941K
First Business Financial Services, Inc. 0.09% Add +84.2% 21,694 $905K
RFG Advisory, LLC 0.03% Reduce -10.0% 21,689 $905K

"% 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.

Show all 241 holders