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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.4M |
| Exits | 9 | $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 |
| Concord Wealth Partners | 0.15% | Reduce -57.8% | 21,423 | $894K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.4% | 20,628 | $861K |
| Harbour Investments, Inc. | 0.03% | Add +9.3% | 20,057 | $837K |
| HTLF Bank | 0.09% | Add +8.9% | 20,026 | $835K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +5.1% | 19,806 | $826K |
| Falcon Wealth Planning | 0.10% | Add +20.8% | 19,545 | $815K |
| Better Money Decisions, LLC | 0.58% | Add +42.7% | 19,473 | $812K |
| One Capital Management, LLC | 0.03% | Reduce -0.5% | 19,438 | $811K |
| Focus Partners Wealth | 0.00% | New | 19,324 | $806K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -1.9% | 19,291 | $805K |
| Diversified Portfolios, Inc. | 0.08% | New | 18,550 | $774K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -13.8% | 18,444 | $769K |
| Sage Financial Group Inc. | 0.06% | Reduce -3.8% | 18,118 | $756K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.0% | 17,937 | $748K |
| 3EDGE Asset Management, LP | 0.05% | Reduce -43.5% | 17,906 | $747K |
| AIFG Consultants Ltd. | 0.56% | Reduce -0.1% | 17,792 | $742K |
| AdvisorNet Financial, Inc | 0.06% | No change | 17,764 | $741K |
| Trademark Financial Management, LLC | 0.58% | Add +4.6% | 17,527 | $731K |
| MML Investors Services, LLC | 0.00% | Reduce -13.5% | 17,199 | $718K |
| Advisory Services Network, LLC | 0.01% | No change | 18,772 | $709K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 16,793 | $701K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +1.5% | 16,545 | $690K |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -2.4% | 16,387 | $684K |
| Journey Strategic Wealth LLC | 0.02% | Add +59.3% | 16,281 | $679K |
| Hill Island Financial LLC | 0.20% | Add +0.0% | 15,721 | $656K |
| US Bancorp \de | 0.00% | Add +7.4% | 14,841 | $619K |
| Wescott Financial Advisory Group, LLC | 0.07% | Reduce -1.9% | 14,815 | $618K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +46.1% | 14,571 | $608K |
| D.A. Davidson & Co. | 0.01% | Add +8.1% | 14,544 | $607K |
| Legacy Financial Advisors, Inc. | 0.10% | Add +18.4% | 13,716 | $572K |
| Modera Wealth Management, LLC | 0.01% | Reduce -11.5% | 13,126 | $548K |
| ETF Portfolio Partners, Inc. | 0.16% | New | 12,802 | $534K |
| SeaCrest Wealth Management, LLC | 0.06% | No change | 12,574 | $525K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -86.6% | 12,539 | $523K |
| Capital Analysts, LLC | 0.02% | Reduce -0.1% | 12,506 | $522K |
| Laurel Wealth Planning LLC | 0.33% | No change | 12,106 | $505K |
| Truist Financial Corp. | 0.00% | Add +0.6% | 11,856 | $495K |
| Legacy Financial Group LLC | 0.09% | Add +1.6% | 11,638 | $486K |
| DDFG, Inc | 0.14% | Add +0.5% | 11,546 | $482K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.7% | 11,180 | $466K |
| RTD Financial Advisors, Inc. | 0.06% | Add +8.3% | 11,037 | $460K |
| PFG Investments, LLC | 0.03% | Add +1.3% | 10,918 | $455K |
| Cerity Partners LLC | 0.00% | Add +58.1% | 10,870 | $453K |
| Integrated Wealth Concepts LLC | 0.01% | Add +39.3% | 10,826 | $452K |
| Confluence Wealth Services, Inc. | 0.03% | Add +5.8% | 10,566 | $441K |
| LexAurum Advisors, LLC | 0.10% | Add +83.2% | 10,564 | $441K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.5% | 10,397 | $434K |
| WASHINGTON TRUST Co | 0.01% | No change | 10,260 | $428K |
| Emergent Wealth Advisors, LLC | 0.31% | No change | 10,146 | $423K |
| McAdam, LLC | 0.02% | Add +11.1% | 10,014 | $418K |
| Maia Wealth LLC | 0.10% | Reduce -3.3% | 9,915 | $412K |
| Colorado Capital Management, Inc. | 0.20% | Reduce -13.7% | 9,832 | $410K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -9.3% | 9,820 | $410K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.3% | 9,714 | $405K |
| First Pacific Financial | 0.09% | Reduce -0.1% | 9,465 | $395K |
| Paulson Wealth Management Inc. | 0.11% | Add +63.8% | 9,430 | $393K |
| Obsidian Cio, LLC | 0.08% | Add +1.5% | 9,340 | $390K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.9% | 9,315 | $389K |
| Sage Advisory Services, Ltd.Co. | 0.10% | No change | 9,869 | $373K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 8,940 | $373K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.1% | 8,444 | $353K |
| Trust Co | 0.04% | Reduce -7.0% | 8,280 | $345K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.8% | 7,929 | $339K |
| Concord Asset Management, LLC | 0.08% | Reduce -78.4% | 8,043 | $336K |
| Wesbanco Bank Inc. | 0.01% | New | 8,027 | $335K |
| Trek Financial, LLC | 0.02% | Add +8.6% | 7,973 | $333K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 7,497 | $313K |
| Rede Wealth, LLC | 0.12% | Reduce -3.9% | 7,426 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -50.4% | 7,389 | $308K |
| Sonoma Private Wealth LLC | 0.47% | New | 7,303 | $305K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.4% | 7,225 | $301K |
| Tortoise Investment Management, LLC | 0.03% | Add +32.0% | 7,215 | $301K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.5% | 7,162 | $299K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Add +3.2% | 7,054 | $294K |
| RVW Wealth, LLC | 0.03% | Reduce -0.2% | 7,026 | $293K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 7,012 | $293K |
| CIC Wealth, LLC | 0.08% | No change | 6,977 | $291K |
| Higgins & Schmidt Wealth Strategies LLC | 0.19% | Reduce -2.0% | 6,917 | $289K |
| Wolff Financial Management LLC | 0.08% | New | 6,878 | $287K |
| Verus Capital Partners, LLC | 0.03% | Add +0.8% | 6,581 | $275K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,402 | $267K |
| Creative Planning | 0.00% | No change | 6,362 | $265K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,345 | $265K |
| Denver Wealth Management, Inc. | 0.11% | Add +5.3% | 5,943 | $248K |
| MAI Capital Management | 0.00% | No change | 5,847 | $244K |
| Financial Advocates Investment Management | 0.01% | Add +2.1% | 5,768 | $241K |
| American Financial & Tax Strategies Inc. | 0.12% | Add +6.4% | 5,683 | $237K |
| Occidental Asset Management, LLC | 0.04% | Add +0.1% | 5,452 | $227K |
| Carret Asset Management, LLC | 0.02% | No change | 5,450 | $227K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 5,426 | $226K |
| Ramiah Investment Group | 0.21% | Reduce -0.5% | 5,297 | $221K |
| Empower Advisory Group, LLC | 0.00% | New | 5,285 | $220K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 5,073 | $212K |
| &partners | 0.00% | New | 4,921 | $205K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,886 | $204K |
| Estate Counselors, LLC | 0.02% | New | 4,885 | $204K |
| TD Waterhouse Canada Inc. | 0.00% | Add +61.0% | 4,787 | $198K |
| Morgan Dempsey Capital Management LLC | 0.06% | Reduce -13.1% | 4,239 | $177K |
| Bessemer Group Inc. | 0.00% | No change | 4,128 | $172K |
| Key Financial Inc | 0.03% | No change | 3,711 | $155K |
| Mather Group, Llc. | 0.00% | Add +302.9% | 3,638 | $152K |
| Keener Financial Planning LLC | 0.10% | No change | 3,640 | $151K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -44.0% | 3,522 | $147K |
| CoreCap Advisors, LLC | 0.01% | Add +11.3% | 3,071 | $128K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,864 | $120K |
| Citigroup Inc. | 0.00% | Add +125.7% | 2,859 | $119K |
| Cape Investment Advisory, Inc. | 0.04% | New | 2,590 | $108K |
| Balefire, LLC | 0.03% | Add +12.9% | 2,449 | $102K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.1% | 2,295 | $96K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,284 | $95K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,177 | $91K |
| TFC Financial Management, Inc. | 0.01% | New | 2,098 | $88K |
| Milestone Investment Advisors LLC | 0.02% | No change | 2,060 | $86K |
| Private Trust Co. NA | 0.01% | Reduce -50.2% | 2,035 | $85K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,952 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,621 | $68K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,263 | $53K |
| Front Row Advisors LLC | 0.02% | Add +9.5% | 1,155 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 1,100 | $46K |
| Cwm, LLC | 0.00% | No change | 1,035 | $43K |
| International Assets Investment Management, LLC | 0.00% | No change | 900 | $38K |
| Dagco, Inc. | 0.01% | Add +1.4% | 860 | $36K |
| National Bank of Canada | 0.00% | No change | 712 | $30K |
| Kimelman & Baird, LLC | 0.00% | No change | 662 | $28K |
| Northwest Capital Management Inc | 0.01% | No change | 606 | $25K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 575 | $24K |
| Investors Research Corp | 0.00% | Add +1583.9% | 522 | $22K |
| Smartleaf Asset Management LLC | 0.00% | No change | 454 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 425 | $18K |
| Flaharty Asset Management, LLC | 0.00% | New | 414 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 346 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 333 | $14K |
| Continuum Advisory, LLC | 0.00% | No change | 262 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 230 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.6% | 224 | $9K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 210 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 197 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.5% | 170 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 156 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 76 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 22 | $903 |
"% 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.