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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.5M |
| Exits | 14 | $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 |
| VestGen Advisors, LLC | 0.04% | Reduce -13.4% | 22,157 | $930K |
| Focus Financial Network, Inc. | 0.04% | Reduce -23.4% | 21,592 | $905K |
| First Business Financial Services, Inc. | 0.08% | Add +1.4% | 21,249 | $891K |
| Harbour Investments, Inc. | 0.02% | Add +4.3% | 21,229 | $890K |
| Better Money Decisions, LLC | 0.52% | Add +3.5% | 20,516 | $860K |
| Modern Wealth Management, LLC | 0.02% | New | 20,428 | $856K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +20.9% | 20,244 | $849K |
| Focus Partners Wealth | 0.00% | Reduce -6.0% | 19,584 | $821K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 19,547 | $819K |
| Integrated Wealth Concepts LLC | 0.01% | Add +14.2% | 19,521 | $818K |
| Diversified Portfolios, Inc. | 0.08% | Add +1.9% | 19,473 | $816K |
| NorthRock Partners, LLC | 0.02% | Reduce -13.4% | 19,369 | $812K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -11.6% | 19,005 | $797K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 17,944 | $752K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.3% | 17,938 | $752K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -1.2% | 17,747 | $744K |
| McAdam, LLC | 0.04% | Add +5.8% | 17,195 | $721K |
| Sage Financial Group Inc. | 0.05% | Add +0.0% | 17,077 | $716K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.5% | 16,768 | $702K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.0% | 16,484 | $691K |
| Abound Financial, LLC | 0.29% | Add +5.9% | 15,917 | $667K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.6% | 15,702 | $658K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 15,027 | $638K |
| Capital Analysts, LLC | 0.02% | Add +7.5% | 14,868 | $624K |
| Sage Advisory Services, Ltd.Co. | 0.34% | Reduce -1.3% | 14,748 | $618K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.5% | 14,646 | $614K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +0.3% | 14,539 | $609K |
| Legacy Financial Advisors, Inc. | 0.09% | Add +2.5% | 14,220 | $596K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 13,749 | $576K |
| Cerity Partners LLC | 0.00% | Add +8.4% | 13,746 | $576K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -25.6% | 13,400 | $562K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -6.6% | 13,211 | $554K |
| DDFG, Inc | 0.14% | No change | 13,141 | $551K |
| Rossby Financial, LCC | 0.20% | Reduce -7.2% | 12,952 | $543K |
| Concord Asset Management, LLC | 0.08% | Add +79.4% | 12,792 | $536K |
| Concord Wealth Partners | 0.08% | Reduce -0.6% | 12,792 | $536K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 12,758 | $535K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | Add +6.8% | 12,732 | $533K |
| SeaCrest Wealth Management, LLC | 0.06% | No change | 12,474 | $523K |
| D.A. Davidson & Co. | 0.00% | Add +6.1% | 12,317 | $516K |
| XY Planning Network, Inc. | 0.17% | Add +8.7% | 11,851 | $497K |
| LexAurum Advisors, LLC | 0.08% | Add +1.9% | 11,584 | $486K |
| PFG Investments, LLC | 0.03% | Add +5.5% | 11,430 | $479K |
| Lockerman Financial Group, Inc. | 0.64% | Reduce -3.4% | 11,267 | $472K |
| Maia Wealth LLC | 0.09% | Add +0.1% | 11,256 | $472K |
| Colorado Capital Management, Inc. | 0.20% | No change | 11,164 | $468K |
| Legacy Financial Group LLC | 0.06% | Reduce -1.1% | 11,064 | $464K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.3% | 10,747 | $450K |
| Paulson Wealth Management Inc. | 0.12% | Add +1.0% | 10,643 | $446K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 10,581 | $443K |
| Emergent Wealth Advisors, LLC | 0.28% | Add +3.0% | 10,448 | $438K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -7.1% | 10,396 | $436K |
| WASHINGTON TRUST Co | 0.02% | No change | 10,260 | $430K |
| First Pacific Financial | 0.06% | Add +5.2% | 10,074 | $422K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +60.1% | 9,921 | $416K |
| Savvy Advisors, Inc. | 0.03% | New | 9,897 | $415K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.9% | 9,845 | $413K |
| ETF Portfolio Partners, Inc. | 0.11% | Add +6.0% | 9,502 | $398K |
| Parkside Financial Bank & Trust | 0.04% | No change | 9,327 | $391K |
| Clarity Wealth Development LLC | 0.39% | Add +3.6% | 9,229 | $387K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.9% | 9,051 | $386K |
| Apollon Wealth Management, LLC | 0.01% | No change | 9,162 | $384K |
| Verus Capital Partners, LLC | 0.03% | Add +0.3% | 9,141 | $383K |
| Creative Planning | 0.00% | Reduce -15.1% | 9,130 | $383K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.5% | 8,869 | $372K |
| RVW Wealth, LLC | 0.03% | No change | 8,862 | $371K |
| Institute for Wealth Management, LLC. | 0.04% | Add +27.7% | 8,712 | $365K |
| Modera Wealth Management, LLC | 0.00% | Reduce -8.1% | 8,700 | $365K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.8% | 8,028 | $336K |
| Trust Co | 0.04% | Reduce -3.6% | 7,942 | $333K |
| Columbia River Financial Group, LLC | 0.21% | Reduce -1.9% | 7,892 | $331K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -32.7% | 7,791 | $327K |
| American Financial & Tax Strategies Inc. | 0.17% | Add +8.1% | 7,653 | $321K |
| Trek Financial, LLC | 0.02% | Reduce -12.3% | 7,372 | $309K |
| Wolff Financial Management LLC | 0.08% | No change | 7,244 | $304K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.6% | 7,222 | $303K |
| Tortoise Investment Management, LLC | 0.03% | No change | 7,215 | $302K |
| Penobscot Wealth Management | 0.11% | Add +17.6% | 7,160 | $300K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 6,822 | $286K |
| Rede Wealth, LLC | 0.10% | Reduce -4.5% | 6,712 | $281K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.8% | 6,667 | $279K |
| Davis Wealth Advisors, LLC | 0.29% | No change | 6,598 | $277K |
| Obsidian Cio, LLC | 0.04% | Reduce -8.7% | 6,564 | $275K |
| Betterment LLC | 0.00% | New | 6,480 | $272K |
| Lifelong Wealth Advisors, Inc. | 0.09% | No change | 6,378 | $267K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.6% | 6,308 | $264K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Reduce -10.3% | 6,292 | $264K |
| Riverwater Partners LLC | 0.12% | New | 6,230 | $261K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.5% | 6,138 | $257K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.2% | 6,096 | $256K |
| Evergreen Capital Management LLC | 0.01% | Reduce -7.8% | 5,902 | $247K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -47.0% | 5,860 | $246K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.3% | 5,795 | $243K |
| MAI Capital Management | 0.00% | Add +2.1% | 5,698 | $239K |
| Hilltop Partners LLC | 0.07% | New | 5,646 | $237K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.4% | 5,496 | $230K |
| Carret Asset Management, LLC | 0.02% | No change | 5,450 | $228K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 5,386 | $226K |
| Denver Wealth Management, Inc. | 0.09% | New | 5,360 | $225K |
| Comerica Bank | 0.00% | Add +62.3% | 5,208 | $218K |
| RHS Financial, LLC | 0.12% | Reduce -21.8% | 5,136 | $215K |
| Argyle Capital Partners, LLC | 0.17% | No change | 5,045 | $211K |
| Occidental Asset Management, LLC | 0.03% | Add +0.4% | 5,036 | $211K |
| Stewardship Advisors, LLC | 0.05% | Reduce -5.0% | 4,960 | $208K |
| Snider Financial Group | 0.06% | New | 4,882 | $205K |
| OneAscent Financial Services LLC | 0.01% | New | 4,814 | $202K |
| Morgan Dempsey Capital Management LLC | 0.08% | Reduce -16.9% | 4,617 | $194K |
| Bessemer Group Inc. | 0.00% | No change | 3,998 | $168K |
| CGC Financial Services, LLC | 0.05% | Reduce -97.6% | 3,708 | $155K |
| Arax Advisory Partners | 0.01% | Reduce -50.0% | 3,688 | $155K |
| Keener Financial Planning LLC | 0.07% | No change | 3,555 | $149K |
| Global Retirement Partners, LLC | 0.00% | — | 3,283 | $138K |
| Parallel Advisors, LLC | 0.00% | No change | 3,200 | $134K |
| Cape Investment Advisory, Inc. | 0.05% | Add +19.6% | 3,097 | $130K |
| Wood Tarver Financial Group, LLC | 0.04% | Add +12.1% | 2,905 | $121K |
| Milestone Investment Advisors LLC | 0.03% | Add +16.8% | 2,750 | $115K |
| Blair William & Co. | 0.00% | No change | 2,428 | $102K |
| Key Financial Inc | 0.02% | No change | 2,301 | $96K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,177 | $91K |
| Dagco, Inc. | 0.03% | Add +0.1% | 2,148 | $90K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,957 | $82K |
| Investors Research Corp | 0.02% | Add +18.9% | 1,902 | $80K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,878 | $79K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,804 | $76K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,454 | $61K |
| National Bank of Canada | 0.00% | Add +37.5% | 1,392 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 1,155 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 1,100 | $46K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -33.3% | 914 | $38K |
| Smartleaf Asset Management LLC | 0.00% | Add +57.0% | 680 | $28K |
| Kimelman & Baird, LLC | 0.00% | No change | 662 | $28K |
| Golden State Wealth Management, LLC | 0.00% | Add +4.3% | 650 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 635 | $27K |
| Princeton Global Asset Management LLC | 0.00% | No change | 557 | $23K |
| AE Wealth Management LLC | 0.00% | No change | 536 | $22K |
| Trust Co. of Vermont | 0.00% | Reduce -25.1% | 535 | $22K |
| Orion Capital Management LLC | 0.01% | No change | 470 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -99.3% | 434 | $18K |
| Principal Securities, Inc. | 0.00% | Add +87.4% | 431 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 425 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +1.3% | 380 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 346 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 339 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -73.3% | 326 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 215 | $9K |
| Stephens Consulting, LLC | 0.00% | New | 189 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -55.6% | 170 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 156 | $7K |
| Capitol Family Office, Inc. | 0.01% | No change | 139 | $6K |
| Redwood Park Advisors LLC | 0.00% | No change | 109 | $5K |
| Citigroup Inc. | 0.00% | No change | 100 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 86 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 78 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 73 | $3K |
| SouthState Bank Corp | 0.00% | No change | 47 | $2K |
"% 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.