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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$2.3M
Exits17$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
First Business Financial Services, Inc. 0.08% Reduce -0.2% 21,653 $852K
Harbour Investments, Inc. 0.02% Add +4.8% 21,015 $827K
Focus Partners Wealth 0.00% Add +8.3% 20,936 $824K
MML Investors Services, LLC 0.00% Add +21.3% 20,859 $821K
Signature Estate & Investment Advisors LLC 0.02% Add +4.0% 20,608 $811K
Better Money Decisions, LLC 0.56% Add +5.0% 20,449 $805K
HTLF Bank 0.09% No change 20,026 $788K
Per Stirling Capital Management, LLC. 0.11% Add +16.8% 19,325 $761K
Onyx Bridge Wealth Group LLC 0.11% Add +30.8% 19,058 $750K
Diversified Portfolios, Inc. 0.08% Add +1.7% 18,870 $743K
Abound Financial, LLC 0.37% — 18,647 $734K
Advisory Services Network, LLC 0.01% Reduce -2.3% 18,345 $722K
Falcon Wealth Planning 0.08% Reduce -7.3% 18,119 $713K
Kestra Private Wealth Services, LLC 0.01% Add +0.0% 17,944 $706K
BlueStem Wealth Partners, LLC 0.09% — 17,861 $703K
Sage Financial Group Inc. 0.05% Reduce -4.8% 17,247 $679K
Integrated Wealth Concepts LLC 0.01% Add +56.9% 16,986 $669K
Ameritas Investment Partners, Inc. 0.02% Add +0.6% 16,900 $665K
Tradition Wealth Management, LLC 0.06% Reduce -12.5% 16,876 $664K
Wescott Financial Advisory Group, LLC 0.07% Add +13.4% 16,797 $661K
Wealth Enhancement Advisory Services, LLC 0.00% Add +61.3% 16,769 $660K
Concord Wealth Partners 0.11% Reduce -22.4% 16,628 $655K
One Capital Management, LLC 0.02% Reduce -15.1% 16,504 $650K
Hill Island Financial LLC 0.18% Add +2.1% 16,051 $632K
Avantax Advisory Services, Inc. 0.00% Add +71.4% 15,970 $629K
Rossby Financial, LCC 0.39% — 15,415 $607K
Sage Advisory Services, Ltd.Co. 0.35% Add +51.4% 14,943 $588K
US Bancorp \de 0.00% Add +0.2% 14,875 $586K
Walkner Condon Financial Advisors LLC 0.11% Reduce -14.0% 14,086 $555K
McAdam, LLC 0.03% Add +40.1% 14,026 $552K
Legacy Financial Advisors, Inc. 0.09% No change 13,716 $540K
GTS Securities LLC 0.03% New 13,413 $528K
SeaCrest Wealth Management, LLC 0.05% No change 12,574 $495K
Truist Financial Corp. 0.00% Add +5.5% 12,511 $493K
Capital Analysts, LLC 0.02% Reduce -0.1% 12,496 $492K
Maia Wealth LLC 0.10% Add +18.6% 11,755 $486K
Laurel Wealth Planning LLC 0.31% No change 12,106 $477K
Investor's Fiduciary Advisor Network, LLC 0.18% — 11,923 $469K
Modera Wealth Management, LLC 0.01% Reduce -9.3% 11,910 $469K
D.A. Davidson & Co. 0.00% Reduce -19.2% 11,757 $463K
Steward Partners Investment Advisory, LLC 0.00% Add +2.0% 11,405 $449K
RTD Financial Advisors, Inc. 0.06% Add +3.3% 11,402 $449K
PFG Investments, LLC 0.03% Add +3.8% 11,336 $446K
Avantax Planning Partners, Inc. 0.02% Reduce -10.3% 11,244 $443K
Legacy Financial Group LLC 0.07% Reduce -3.5% 11,233 $442K
Confluence Wealth Services, Inc. 0.03% Add +1.0% 10,667 $437K
Susquehanna International Group, LLP 0.00% Reduce -51.0% 11,060 $435K
LexAurum Advisors, LLC 0.09% Add +4.3% 11,022 $434K
XY Planning Network, Inc. 0.32% — 10,962 $432K
DDFG, Inc 0.12% Reduce -5.4% 10,919 $430K
Rockefeller Capital Management L.P. 0.00% New 10,912 $430K
Cerity Partners LLC 0.00% No change 10,870 $428K
Creative Planning 0.00% Add +70.7% 10,857 $427K
Tower Research Capital LLC (TRC) 0.01% Reduce -43.3% 10,459 $412K
WASHINGTON TRUST Co 0.01% No change 10,260 $404K
Emergent Wealth Advisors, LLC 0.29% No change 10,146 $399K
Colorado Capital Management, Inc. 0.19% No change 9,832 $387K
Parkside Financial Bank & Trust 0.05% No change 9,820 $387K
Paulson Wealth Management Inc. 0.10% Add +2.9% 9,704 $382K
First Pacific Financial 0.09% Add +1.2% 9,577 $377K
Chicago Partners Investment Group LLC 0.01% Add +1.8% 9,098 $360K
Columbia River Financial Group, LLC 0.24% — 8,904 $350K
Concord Asset Management, LLC 0.08% Add +9.5% 8,806 $347K
Great Valley Advisor Group, Inc. 0.01% Add +4.2% 8,799 $346K
Trust Co 0.04% Add +5.3% 8,722 $343K
Clarity Wealth Development LLC 0.37% — 8,330 $341K
Obsidian Cio, LLC 0.06% Reduce -7.5% 8,639 $340K
CENTRAL TRUST Co 0.01% Reduce -11.1% 8,636 $340K
ETF Portfolio Partners, Inc. 0.10% Reduce -32.6% 8,623 $339K
Apollon Wealth Management, LLC 0.01% New 7,812 $308K
Trek Financial, LLC 0.02% Reduce -2.4% 7,781 $306K
Sanctuary Advisors, LLC 0.00% Reduce -7.1% 7,364 $304K
Stratos Wealth Partners, LTD. 0.00% Add +5.4% 7,616 $300K
Rede Wealth, LLC 0.11% Add +0.4% 7,453 $293K
Kestra Advisory Services, LLC 0.00% Add +0.4% 7,416 $292K
Independent Advisor Alliance 0.00% New 7,229 $285K
Tortoise Investment Management, LLC 0.03% No change 7,215 $284K
Wealthcare Advisory Partners LLC 0.01% No change 7,162 $282K
RVW Wealth, LLC 0.03% Add +0.7% 7,074 $279K
Relyea Zuckerberg Hanson LLC 0.04% No change 7,012 $276K
Wolff Financial Management LLC 0.08% Add +2.1% 7,022 $276K
Sonoma Private Wealth LLC 0.44% Reduce -4.8% 6,951 $274K
Verus Capital Partners, LLC 0.03% Add +5.5% 6,943 $273K
Lifelong Wealth Advisors, Inc. 0.12% — 6,942 $273K
Kelman-Lazarov, Inc. 0.05% Reduce -9.0% 6,822 $269K
Davis Wealth Advisors, LLC 0.29% — 6,612 $260K
Evergreen Capital Management LLC 0.01% No change 6,402 $252K
Baird Financial Group, Inc. 0.00% No change 6,345 $250K
MAI Capital Management 0.00% Add +4.8% 6,128 $241K
Denver Wealth Management, Inc. 0.11% Add +1.3% 6,017 $237K
&partners 0.00% Add +19.7% 5,891 $232K
Financial Advocates Investment Management 0.01% Add +1.1% 5,829 $229K
Flagship Harbor Advisors, LLC 0.01% Add +18.7% 5,799 $228K
American Financial & Tax Strategies Inc. 0.12% Add +0.6% 5,714 $225K
RHS Financial, LLC 0.11% New 5,553 $219K
Occidental Asset Management, LLC 0.03% No change 5,452 $215K
Carret Asset Management, LLC 0.02% No change 5,450 $215K
AIFG Consultants Ltd. 0.34% Reduce -70.1% 5,327 $210K
Empower Advisory Group, LLC 0.00% Add +0.6% 5,319 $209K
Hilltop Partners LLC 0.07% New 5,297 $209K
Cwm, LLC 0.00% Add +399.3% 5,168 $203K
Ramiah Investment Group 0.18% Reduce -2.9% 5,144 $203K
TD Waterhouse Canada Inc. 0.00% Reduce -1.8% 4,701 $185K
Morgan Dempsey Capital Management LLC 0.07% Add +10.5% 4,683 $184K
Bessemer Group Inc. 0.00% Reduce -3.1% 3,998 $157K
Arax Advisory Partners 0.01% New 3,688 $145K
Mather Group, Llc. 0.00% No change 3,638 $143K
BOK Financial Private Wealth, Inc. 0.01% No change 3,522 $139K
Keener Financial Planning LLC 0.08% Reduce -4.1% 3,492 $137K
Global Retirement Partners, LLC 0.00% Add +43.1% 3,284 $129K
CoreCap Advisors, LLC 0.01% No change 3,071 $121K
Farther Finance Advisors, LLC 0.00% Reduce -1.3% 2,828 $111K
Wood Tarver Financial Group, LLC 0.03% — 2,592 $102K
Cape Investment Advisory, Inc. 0.04% No change 2,590 $102K
Stonebridge Financial Group, LLC 0.01% — 2,572 $101K
Balefire, LLC 0.03% No change 2,449 $96K
Key Financial Inc 0.02% Reduce -38.0% 2,301 $91K
McIlrath & Eck, LLC 0.01% No change 2,177 $86K
Private Trust Co. NA 0.01% Add +5.4% 2,145 $84K
Hurley Capital, LLC 0.07% — 2,050 $81K
Milestone Investment Advisors LLC 0.02% No change 2,060 $81K
Creative Financial Designs Inc. 0.01% No change 1,952 $77K
Aptus Capital Advisors, LLC 0.00% Add +11.3% 1,804 $71K
Millstone Evans Group, LLC 0.04% — 1,454 $57K
Northwest Capital Management Inc 0.02% Add +138.3% 1,444 $57K
AE Wealth Management LLC 0.00% New 1,172 $46K
Noble Wealth Management PBC 0.03% — 1,166 $46K
Front Row Advisors LLC 0.02% No change 1,155 $45K
Investors Research Corp 0.01% Add +111.3% 1,103 $43K
Colonial Trust Advisors 0.00% No change 1,100 $43K
Princeton Global Asset Management LLC 0.01% New 1,048 $41K
National Bank of Canada 0.00% Add +42.1% 1,012 $40K
Avalon Trust Co 0.00% New 833 $33K
EverSource Wealth Advisors, LLC 0.00% Add +327.6% 727 $29K
Kimelman & Baird, LLC 0.00% No change 662 $26K
Golden State Wealth Management, LLC 0.00% — 623 $25K
Orion Capital Management LLC 0.01% New 470 $19K
Smartleaf Asset Management LLC 0.00% Reduce -4.6% 433 $17K
Elevation Wealth Partners, LLC 0.01% No change 425 $17K
Sound Income Strategies, LLC 0.00% New 382 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 346 $14K
First Horizon Advisors, Inc. 0.00% Add +2.1% 340 $13K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -41.0% 339 $13K
Continuum Advisory, LLC 0.00% No change 262 $10K
Principal Securities, Inc. 0.00% No change 230 $9K
Geneos Wealth Management Inc. 0.00% No change 224 $9K
Tradewinds Capital Management, LLC 0.00% Add +5.6% 208 $8K
AllSquare Wealth Management LLC 0.00% No change 156 $6K
Redwood Park Advisors LLC 0.00% — 109 $4K
Citigroup Inc. 0.00% Reduce -96.5% 100 $4K
DHJJ Financial Advisors, Ltd. 0.00% Add +2.6% 78 $3K

"% 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.