Nuveen ESG Large-Cap Val ETFNULVETF
13F holders, Q4 2024 (December 31)251holders +10
12new positions
17sold out
$39.44avg. 13F price*
At the end of Q4 2024, 251 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($534.1M), Tiaa Trust, National Association ($154.8M) and JPMorgan Chase & Co. ($78.7M).
- Company
- Nuveen ESG Large-Cap Val ETF
- Filed as
- NUSHARES ETF TR (Q4 2024)
- CUSIP
- 67092P300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.3M |
| Exits | 17 | $6.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,298,685 shares bought and 1,236,096 shares sold, net +62,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Bank of America Corp. | 0.05% | Reduce -3.0% | 13,566,513 | $534.1M |
| Tiaa Trust, National Association | 0.47% | Add +0.9% | 3,930,798 | $154.8M |
| JPMorgan Chase & Co. | 0.01% | Add +31.3% | 1,999,322 | $78.7M |
| Morgan Stanley | 0.00% | Add +1.5% | 1,162,721 | $45.8M |
| LPL Financial LLC | 0.02% | Add +2.5% | 1,087,180 | $42.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.7% | 1,024,909 | $40.4M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -9.7% | 850,422 | $35.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +15.0% | 764,768 | $30.1M |
| Forefront Analytics, LLC | 11.70% | Reduce -8.0% | 638,823 | $25.2M |
| UBS Group AG | 0.01% | Reduce -5.0% | 625,599 | $24.6M |
| Money Design Co.,Ltd. | 1.07% | Add +0.1% | 531,047 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.2% | 490,188 | $19.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +10.7% | 451,554 | $17.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Add +3.1% | 392,218 | $15.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +6.3% | 342,830 | $13.5M |
| Lido Advisors, LLC | 0.08% | Add +14.9% | 316,675 | $12.5M |
| Raymond James Financial Inc. | 0.00% | — | 308,997 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 278,770 | $11.0M |
| O'Brien Wealth Partners LLC | 1.94% | Add +2.4% | 272,966 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +12.1% | 268,284 | $10.6M |
| Mariner, LLC | 0.01% | Add +0.9% | 224,243 | $8.8M |
| Fund Evaluation Group, LLC | 0.40% | Add +29.8% | 216,646 | $8.5M |
| Captrust Financial Advisors | 0.02% | Add +0.9% | 213,971 | $8.4M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +4.2% | 203,921 | $8.0M |
| Mission Wealth Management, LP | 0.18% | Add +0.7% | 188,720 | $7.4M |
| Allworth Financial LP | 0.04% | Add +1.3% | 178,012 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 184,016 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 177,062 | $7.0M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -31.0% | 173,753 | $6.8M |
| Rwa Wealth Partners, LLC | 0.08% | Add +1.5% | 161,716 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -4.9% | 152,980 | $6.0M |
| CGC Financial Services, LLC | 2.36% | Reduce -0.8% | 150,630 | $5.9M |
| Clarity Asset Management, Inc. | 3.64% | Reduce -0.9% | 142,095 | $5.6M |
| Regatta Capital Group, LLC | 1.07% | Add +6.4% | 140,687 | $5.5M |
| Eastern Bank | 0.10% | Reduce -2.1% | 138,535 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +0.4% | 137,712 | $5.4M |
| BSW Wealth Partners | 0.79% | Reduce -5.7% | 137,420 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -51.5% | 126,217 | $5.0M |
| FMR LLC | 0.00% | Add +37.0% | 124,895 | $4.9M |
| St Germain D J Co. Inc. | 0.21% | Add +11.1% | 118,382 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 101,856 | $4.0M |
| Invera Wealth Advisors, LLC | 3.87% | Reduce -1.2% | 95,512 | $3.9M |
| Vicus Capital | 0.34% | Add +3.4% | 98,337 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +7.1% | 91,872 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -12.1% | 87,318 | $3.4M |
| Marino, Stram & Associates LLC | 0.75% | Reduce -1.3% | 86,308 | $3.4M |
| Staley Capital Advisers Inc. | 0.15% | No change | 85,000 | $3.3M |
| WNY Asset Management, LLC | 0.41% | Reduce -1.8% | 84,422 | $3.3M |
| One Day In July LLC | 0.35% | Add +0.6% | 84,082 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.1% | 78,693 | $3.1M |
| Mascoma Wealth Management LLC | 0.72% | Reduce -2.3% | 72,590 | $2.9M |
| Opes Wealth Management LLC | 0.58% | Add +0.1% | 71,659 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +5.4% | 69,606 | $2.7M |
| Merit Financial Group, LLC | 0.05% | Add +5.2% | 66,620 | $2.6M |
| HSBC Holdings PLC | 0.00% | Add +5.0% | 64,832 | $2.6M |
| CX Institutional | 0.10% | Reduce -6.3% | 64,450 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.7% | 62,814 | $2.5M |
| Savant Capital, LLC | 0.02% | Reduce -5.3% | 62,511 | $2.5M |
| Flputnam Investment Management Co. | 0.04% | Reduce -3.0% | 62,079 | $2.4M |
| Evolution Advisers, Inc. | 1.21% | Reduce -0.1% | 56,355 | $2.2M |
| LongView Asset Management LLC | 1.88% | — | 54,743 | $2.2M |
| Canandaigua National Bank & Trust Co. | 0.21% | Reduce -7.0% | 54,332 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -36.4% | 54,276 | $2.1M |
| Plum Street Advisors, LLC | 0.99% | Add +33.0% | 50,783 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 49,194 | $1.9M |
| Legacy Edge Advisors, LLC | 0.30% | Add +11.2% | 47,928 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.30% | Add +0.5% | 47,515 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.47% | Add +5.4% | 47,238 | $1.9M |
| Bokf, NA | 0.03% | Reduce -1.1% | 46,942 | $1.8M |
| Equita Financial Network, Inc. | 0.64% | Add +5.0% | 45,209 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +34.3% | 44,140 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +1.7% | 42,475 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -3.7% | 40,319 | $1.6M |
| CGN Advisors LLC | 0.15% | Add +23.9% | 39,626 | $1.6M |
| Atlas Capital Advisors Inc. | 0.20% | Add +1622.1% | 39,332 | $1.5M |
| WealthShield Partners, LLC | 0.21% | Add +16.9% | 37,060 | $1.5M |
| Revolve Wealth Partners, LLC | 0.21% | Add +9.1% | 36,241 | $1.4M |
| Sincerus Advisory, LLC | 1.48% | — | 35,044 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.1% | 33,381 | $1.3M |
| Bailard, Inc. | 0.03% | Add +5.2% | 33,227 | $1.3M |
| Addison Advisors LLC | 0.36% | Reduce -0.4% | 32,736 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 31,578 | $1.2M |
| PrairieView Partners, LLC | 0.13% | Reduce -6.8% | 30,933 | $1.2M |
| Gateway Wealth Partners, LLC | 0.31% | Add +2.4% | 30,474 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +21.6% | 29,904 | $1.2M |
| Trademark Financial Management, LLC | 0.86% | Add +56.7% | 27,466 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +11.2% | 26,791 | $1.1M |
| Private Wealth Management Group, LLC | 0.39% | Reduce -0.8% | 26,062 | $1.0M |
| Choreo, LLC | 0.01% | No change | 25,669 | $1.0M |
| Curtis Advisory Group, LLC | 0.27% | Reduce -0.9% | 25,501 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.42% | No change | 23,568 | $983K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -48.4% | 24,937 | $982K |
| Johnson Bixby & Associates, LLC | 0.15% | Add +3.4% | 24,740 | $974K |
| Journey Strategic Wealth LLC | 0.04% | Add +50.6% | 24,521 | $965K |
| Commerce Bank | 0.01% | No change | 23,530 | $926K |
| NorthRock Partners, LLC | 0.03% | Reduce -5.3% | 22,980 | $905K |
| Stewardship Advisors, LLC | 0.25% | Reduce -77.7% | 22,877 | $901K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 22,839 | $900K |
| Shotwell Rutter Baer Inc | 0.75% | Reduce -4.0% | 23,030 | $896K |
| Lockerman Financial Group, Inc. | 1.50% | Reduce -1.1% | 22,389 | $881K |
"% 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.