Nuveen ESG Large-Cap Val ETFNULVETF

13F holders, Q2 2025 (June 30)
255holders −1
13new positions
14sold out
$41.92avg. 13F price*

At the end of Q2 2025, 255 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, down 1 from Q1 2025. 13 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($568.8M), Tiaa Trust, National Association ($179.9M) and JPMorgan Chase & Co. ($84.6M).

Company
Nuveen ESG Large-Cap Val ETF
Filed as
NUSHARES ETF TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$9.5M
Exits14$3.0M

All 13F filers, Q1 2025 → Q2 2025: 1,331,370 shares bought and 1,699,624 shares sold, net −368,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

Bank of America Corp. 0.05% Add +0.3% 13,570,368 $568.8M
Tiaa Trust, National Association 0.47% Add +11.2% 4,292,766 $179.9M
JPMorgan Chase & Co. 0.01% Reduce -0.2% 2,017,550 $84.6M
LPL Financial LLC 0.02% Add +3.9% 1,362,650 $57.1M
Morgan Stanley 0.00% Reduce -1.8% 1,174,951 $49.2M
Envestnet Asset Management Inc. 0.01% Reduce -6.7% 920,859 $38.6M
Commonwealth Equity Services, LLC 0.04% Reduce -1.9% 792,723 $33.2M
UBS Group AG 0.00% Reduce -1.4% 547,810 $23.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.7% 476,260 $20.0M
Mercer Global Advisors Inc. 0.04% Reduce -3.3% 455,699 $19.1M
Vestmark Advisory Solutions, Inc. 0.27% Add +122.0% 450,848 $18.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Reduce -1.1% 386,763 $16.2M
Envestnet Portfolio Solutions, Inc. 0.05% Add +1.0% 346,229 $14.5M
Forefront Analytics, LLC 16.19% Reduce -37.7% 345,887 $14.5M
Beacon Pointe Advisors, LLC 0.15% Add +7.9% 335,129 $14.0M
Raymond James Financial Inc. 0.00% Add +0.6% 326,257 $13.7M
Eastern Bank 0.24% Reduce -0.5% 304,587 $12.8M
O'Brien Wealth Partners LLC 1.79% Add +0.6% 272,488 $11.4M
Ameriprise Financial Inc. 0.00% Reduce -2.3% 249,959 $10.5M
Mariner, LLC 0.01% Add +3.8% 235,930 $9.9M
Captrust Financial Advisors 0.02% Add +0.6% 218,916 $9.2M
Mission Wealth Management, LP 0.19% Add +2.4% 210,701 $8.8M
Fund Evaluation Group, LLC 0.34% Reduce -3.4% 210,669 $8.8M
Money Design Co.,Ltd. 0.42% Reduce -5.0% 201,098 $8.4M
Bank of New York Mellon Corp 0.00% Add +0.2% 181,748 $7.6M
Allworth Financial LP 0.04% Add +0.4% 178,114 $7.5M
HighTower Advisors, LLC 0.01% Add +0.5% 173,881 $7.3M
Regatta Capital Group, LLC 1.02% Reduce -0.7% 141,763 $5.9M
Corient Private Wealth LP 0.01% Reduce -3.5% 135,166 $5.7M
St Germain D J Co. Inc. 0.24% Add +2.3% 134,719 $5.6M
Cetera Investment Advisers 0.01% Reduce -2.5% 127,675 $5.4M
Rwa Wealth Partners, LLC 0.07% Reduce -22.2% 124,330 $5.2M
Royal Bank of Canada 0.00% Add +9.9% 117,586 $4.9M
NewEdge Advisors, LLC 0.02% Add +23.1% 113,372 $4.8M
Clarity Asset Management, Inc. 2.66% Add +11.0% 106,247 $4.5M
Assetmark, Inc. 0.01% Add +7.3% 100,953 $4.2M
Staley Capital Advisers Inc. 0.18% Add +17.6% 100,000 $4.2M
Vicus Capital 0.33% Reduce -0.2% 96,110 $4.0M
BSW Wealth Partners 0.55% Reduce -20.8% 95,934 $4.0M
FMR LLC 0.00% Reduce -37.9% 94,299 $4.0M
Invera Wealth Advisors, LLC 2.55% Reduce -2.0% 93,446 $3.9M
rebel Financial LLC 1.74% — 91,145 $3.8M
Crux Wealth Advisors 1.61% New 90,354 $3.8M
Opes Wealth Management LLC 0.66% Add +4.3% 89,026 $3.7M
Goldman Sachs Group Inc. 0.00% Reduce -53.0% 87,243 $3.7M
Wilmington Savings Fund Society, FSB 0.06% Reduce -0.3% 85,790 $3.6M
Cresset Asset Management, LLC 0.02% Add +2.4% 75,288 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -88.5% 74,074 $3.1M
One Day In July LLC 0.26% Reduce -17.8% 68,657 $2.9M
Park Avenue Securities LLC 0.03% New 67,427 $2.8M
Legacy Edge Advisors, LLC 0.35% Add +7.0% 62,701 $2.6M
Osaic Holdings, Inc. 0.00% Add +154.5% 63,076 $2.6M
Evolution Advisers, Inc. 1.26% Add +0.2% 61,422 $2.6M
Savant Capital, LLC 0.02% Reduce -0.1% 60,735 $2.5M
CX Institutional 0.09% Reduce -7.7% 58,957 $2.5M
Stifel Financial Corp. 0.00% Add +2.7% 57,772 $2.4M
WNY Asset Management, LLC 0.27% Reduce -31.1% 57,411 $2.4M
EP Wealth Advisors, LLC 0.02% Add +5.9% 56,813 $2.4M
Balanced Rock Investment Advisors LLC 1.87% Add +21.4% 56,727 $2.4M
LongView Asset Management LLC 1.74% Add +4.7% 54,840 $2.3M
HSBC Holdings PLC 0.00% Reduce -11.1% 53,890 $2.3M
Plum Street Advisors, LLC 0.97% Add +0.1% 52,599 $2.2M
One Capital Management, LLC 0.08% Reduce -6.2% 52,067 $2.2M
Equita Financial Network, Inc. 0.81% Reduce -1.6% 48,581 $2.0M
Canandaigua National Bank & Trust Co. 0.19% Reduce -8.5% 48,030 $2.0M
Mascoma Wealth Management LLC 0.46% Reduce -20.1% 46,877 $2.0M
Bokf, NA 0.03% Reduce -0.3% 46,774 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -0.4% 45,865 $1.9M
Strategic Point Investment Advisors, LLC 0.29% Reduce -4.4% 45,355 $1.9M
Private Advisor Group, LLC 0.01% Add +10.7% 44,035 $1.8M
Revolve Wealth Partners, LLC 0.24% Add +0.4% 43,879 $1.8M
CGN Advisors LLC 0.16% Add +4.6% 42,551 $1.8M
Merit Financial Group, LLC 0.02% Reduce -8.4% 41,668 $1.7M
Ameritas Advisory Services, LLC 0.09% Reduce -60.1% 40,612 $1.7M
&partners 0.01% Add +109.0% 38,197 $1.6M
Sincerus Advisory, LLC 1.44% Add +3.9% 35,879 $1.5M
Equitable Holdings, Inc. 0.01% Add +5.7% 35,723 $1.5M
Cwm, LLC 0.01% Add +571.1% 34,898 $1.5M
UMB Bank, n.a. 0.02% Reduce -6.0% 34,694 $1.5M
Wells Fargo & Company 0.00% Add +5.3% 34,225 $1.4M
Addison Advisors LLC 0.34% Add +0.1% 32,129 $1.3M
Gateway Wealth Partners, LLC 0.24% Reduce -0.2% 30,766 $1.3M
PrairieView Partners, LLC 0.12% Reduce -0.1% 30,771 $1.3M
Falcon Wealth Planning 0.13% Add +32.0% 30,075 $1.3M
WealthShield Partners, LLC 0.14% Reduce -21.7% 28,015 $1.2M
Trademark Financial Management, LLC 0.71% Add +3.7% 27,762 $1.2M
Bond & Devick Financial Network, Inc. 0.39% Add +16.8% 27,630 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.5% 27,054 $1.1M
Onyx Bridge Wealth Group LLC 0.15% Add +68.7% 26,552 $1.1M
Marino, Stram & Associates LLC 0.22% Reduce -57.6% 26,487 $1.1M
Journey Strategic Wealth LLC 0.04% Add +1.9% 26,400 $1.1M
Choreo, LLC 0.01% No change 25,669 $1.1M
Private Wealth Management Group, LLC 0.36% Reduce -1.8% 25,631 $1.1M
Curtis Advisory Group, LLC 0.27% No change 25,501 $1.1M
Bailard, Inc. 0.02% Reduce -10.3% 25,499 $1.1M
Shotwell Rutter Baer Inc 0.70% Add +0.7% 24,343 $1.0M
Laurel Wealth Planning LLC 0.58% Add +105.5% 24,439 $1.0M
Commerce Bank 0.01% Add +3.1% 24,260 $1.0M
Kingswood Wealth Advisors, LLC 0.08% Add +14.1% 24,069 $1.0M
BlueStem Wealth Partners, LLC 0.12% Add +21.1% 23,056 $966K

"% 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 255 holders