Nuveen ESG Large-Cap Val ETFNULVETF

13F holders, Q1 2025 (March 31)
256holders +5
22new positions
17sold out
1famous investor
$40.51avg. 13F price*

At the end of Q1 2025, 256 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, up 5 from Q4 2024. 22 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($547.8M), Tiaa Trust, National Association ($156.3M) and JPMorgan Chase & Co. ($81.9M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions22$12.8M
Exits17$19.7M

All 13F filers, Q4 2024 → Q1 2025: 1,140,517 shares bought and 1,857,769 shares sold, net −717,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 256 holders

Bank of America Corp. 0.05% Reduce -0.3% 13,528,818 $547.8M
Tiaa Trust, National Association 0.49% Reduce -1.8% 3,860,977 $156.3M
JPMorgan Chase & Co. 0.01% Add +1.1% 2,022,127 $81.9M
LPL Financial LLC 0.02% Add +20.6% 1,310,942 $53.1M
Morgan Stanley 0.00% Add +2.9% 1,196,185 $48.4M
Envestnet Asset Management Inc. 0.01% Reduce -3.7% 987,352 $40.0M
Commonwealth Equity Services, LLC 0.05% Add +5.7% 808,263 $32.7M
Thrivent Financial for Lutherans 0.06% Reduce -24.5% 642,293 $27.3M
UBS Group AG 0.01% Reduce -11.2% 555,404 $22.5M
Forefront Analytics, LLC 25.85% Reduce -13.1% 555,012 $22.5M
Mercer Global Advisors Inc. 0.04% Add +4.4% 471,440 $19.1M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -4.5% 468,325 $19.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.41% Reduce -0.3% 390,907 $15.8M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -0.0% 342,677 $13.9M
Raymond James Financial Inc. 0.00% Add +4.9% 324,248 $13.1M
Beacon Pointe Advisors, LLC 0.14% Add +15.8% 310,612 $12.6M
Eastern Bank 0.24% Add +120.9% 306,033 $12.4M
O'Brien Wealth Partners LLC 2.04% Reduce -0.8% 270,778 $11.0M
Ameriprise Financial Inc. 0.00% Reduce -8.3% 255,709 $10.4M
Mariner, LLC 0.02% Add +1.4% 227,390 $9.2M
Captrust Financial Advisors 0.02% Add +1.7% 217,594 $8.8M
Fund Evaluation Group, LLC 0.38% Add +0.6% 217,969 $8.8M
Money Design Co.,Ltd. 0.43% Reduce -60.1% 211,697 $8.6M
Mission Wealth Management, LP 0.21% Add +9.1% 205,816 $8.3M
Vestmark Advisory Solutions, Inc. 0.21% Reduce -0.4% 203,040 $8.2M
Goldman Sachs Group Inc. 0.00% New 185,756 $7.5M
Bank of New York Mellon Corp 0.00% Reduce -1.4% 181,429 $7.3M
HighTower Advisors, LLC 0.01% Reduce -2.2% 173,110 $7.0M
Allworth Financial LP 0.04% Reduce -0.4% 177,337 $6.9M
Rwa Wealth Partners, LLC 0.08% Reduce -1.2% 159,779 $6.5M
CGC Financial Services, LLC 2.48% Add +2.7% 154,684 $6.3M
FMR LLC 0.00% Add +21.7% 151,959 $6.2M
Regatta Capital Group, LLC 1.12% Add +1.5% 142,757 $5.8M
Corient Private Wealth LP 0.01% Add +11.0% 140,081 $5.7M
St Germain D J Co. Inc. 0.25% Add +11.3% 131,748 $5.3M
Cetera Investment Advisers 0.01% Reduce -14.4% 130,943 $5.3M
BSW Wealth Partners 0.74% Reduce -11.9% 121,048 $4.9M
Royal Bank of Canada 0.00% Add +5.0% 106,962 $4.3M
Ameritas Advisory Services, LLC 0.17% Reduce -41.5% 101,675 $4.1M
Vicus Capital 0.36% Reduce -2.0% 96,333 $3.9M
Clarity Asset Management, Inc. 2.49% Reduce -32.6% 95,711 $3.9M
Invera Wealth Advisors, LLC 2.49% Reduce -0.2% 95,330 $3.9M
Assetmark, Inc. 0.01% Add +2.4% 94,098 $3.8M
NewEdge Advisors, LLC 0.02% Reduce -33.1% 92,059 $3.7M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.4% 86,057 $3.5M
Opes Wealth Management LLC 0.70% Add +19.1% 85,329 $3.5M
Staley Capital Advisers Inc. 0.16% No change 85,000 $3.4M
One Day In July LLC 0.34% Reduce -0.7% 83,478 $3.4M
WNY Asset Management, LLC 0.40% Reduce -1.3% 83,359 $3.4M
Cresset Asset Management, LLC 0.01% Add +5.6% 73,500 $3.0M
CX Institutional 0.10% Reduce -0.9% 63,845 $2.6M
Marino, Stram & Associates LLC 0.56% Reduce -27.5% 62,544 $2.5M
Evolution Advisers, Inc. 1.31% Add +8.8% 61,312 $2.5M
Savant Capital, LLC 0.02% Reduce -2.7% 60,812 $2.5M
HSBC Holdings PLC 0.00% Reduce -6.5% 60,630 $2.5M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 59,530 $2.4M
Mascoma Wealth Management LLC 0.59% Reduce -19.2% 58,664 $2.4M
Legacy Edge Advisors, LLC 0.37% Add +22.2% 58,571 $2.4M
Stifel Financial Corp. 0.00% Add +14.4% 56,257 $2.3M
One Capital Management, LLC 0.08% Add +236.4% 55,527 $2.2M
EP Wealth Advisors, LLC 0.02% Reduce -1.2% 53,641 $2.2M
Plum Street Advisors, LLC 1.03% Add +3.5% 52,568 $2.1M
Canandaigua National Bank & Trust Co. 0.21% Reduce -3.4% 52,482 $2.1M
LongView Asset Management LLC 1.82% Reduce -4.3% 52,393 $2.1M
Equita Financial Network, Inc. 0.70% Add +9.2% 49,367 $2.0M
Strategic Point Investment Advisors, LLC 0.32% Reduce -0.1% 47,450 $1.9M
Bokf, NA 0.03% Reduce -0.0% 46,937 $1.9M
Balanced Rock Investment Advisors LLC 1.51% Reduce -1.1% 46,741 $1.9M
Oppenheimer Asset Management Inc. 0.02% New 46,059 $1.9M
Merit Financial Group, LLC 0.03% Reduce -31.7% 45,493 $1.8M
Revolve Wealth Partners, LLC 0.26% Add +20.6% 43,693 $1.8M
CGN Advisors LLC 0.16% Add +2.7% 40,696 $1.6M
Private Advisor Group, LLC 0.01% Reduce -6.3% 39,777 $1.6M
UMB Bank, n.a. 0.02% Reduce -8.4% 36,921 $1.5M
WealthShield Partners, LLC 0.19% Reduce -3.4% 35,786 $1.4M
Sincerus Advisory, LLC 1.47% Reduce -1.5% 34,533 $1.4M
Equitable Holdings, Inc. 0.01% Add +1.2% 33,785 $1.4M
Wells Fargo & Company 0.00% Add +8.7% 32,515 $1.3M
Addison Advisors LLC 0.35% Reduce -1.9% 32,104 $1.3M
Gateway Wealth Partners, LLC 0.28% Add +1.2% 30,834 $1.2M
PrairieView Partners, LLC 0.13% Reduce -0.5% 30,794 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.3% 29,899 $1.2M
Bailard, Inc. 0.03% Reduce -14.5% 28,420 $1.2M
Focus Financial Network, Inc. 0.05% Add +5.2% 28,186 $1.1M
Trademark Financial Management, LLC 0.83% Reduce -2.5% 26,771 $1.1M
Private Wealth Management Group, LLC 0.39% Add +0.2% 26,104 $1.1M
Journey Strategic Wealth LLC 0.04% Add +5.6% 25,902 $1.0M
Choreo, LLC 0.02% No change 25,669 $1.0M
VestGen Advisors, LLC 0.05% — 25,581 $1.0M
Curtis Advisory Group, LLC 0.30% No change 25,501 $1.0M
Osaic Holdings, Inc. 0.00% Add +8.5% 24,784 $1.0M
Bond & Devick Financial Network, Inc. 0.35% Add +0.3% 23,651 $958K
Commerce Bank 0.01% No change 23,530 $953K
Citadel Advisors 0.00% New 23,215 $940K
Falcon Wealth Planning 0.10% Add +25.7% 22,775 $922K
NorthRock Partners, LLC 0.03% Reduce -2.7% 22,368 $906K
Shotwell Rutter Baer Inc 0.79% Add +5.0% 24,176 $894K
Signature Estate & Investment Advisors LLC 0.02% Add +4.3% 21,495 $870K
Kingswood Wealth Advisors, LLC 0.08% Reduce -15.4% 21,094 $854K
First Business Financial Services, Inc. 0.08% Reduce -3.3% 20,949 $848K

"% 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 256 holders