Nuveen ESG Large-Cap Val ETFNULVETF

13F holders, Q3 2025 (September 30)
257holders +2
20new positions
13sold out
$43.94avg. 13F price*

At the end of Q3 2025, 257 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, up 2 from Q2 2025. 20 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($600.8M), Tiaa Trust, National Association ($204.8M) and JPMorgan Chase & Co. ($89.1M).

Company
Nuveen ESG Large-Cap Val ETF
Filed as
NUSHARES ETF TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$6.7M
Exits13$2.8M

All 13F filers, Q2 2025 → Q3 2025: 1,409,276 shares bought and 1,207,955 shares sold, net +201,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 257 holders

Bank of America Corp. 0.04% Add +1.0% 13,708,202 $600.8M
Tiaa Trust, National Association 0.50% Add +8.9% 4,673,595 $204.8M
JPMorgan Chase & Co. 0.01% Add +0.8% 2,033,853 $89.1M
LPL Financial LLC 0.02% Add +4.2% 1,419,278 $62.2M
Morgan Stanley 0.00% Add +2.3% 1,201,762 $52.7M
Commonwealth Equity Services, LLC 0.04% Reduce -3.1% 767,986 $33.7M
Mercer Global Advisors Inc. 0.05% Add +46.1% 666,023 $29.2M
Envestnet Asset Management Inc. 0.01% Reduce -30.6% 638,755 $28.0M
UBS Group AG 0.00% Reduce -4.0% 525,910 $23.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.1% 481,685 $21.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.35% Add +4.1% 402,502 $17.6M
Beacon Pointe Advisors, LLC 0.15% Add +17.0% 391,983 $17.2M
Envestnet Portfolio Solutions, Inc. 0.06% Add +8.8% 376,854 $16.5M
Eastern Bank 0.23% Reduce -3.7% 293,304 $12.9M
O'Brien Wealth Partners LLC 1.59% Reduce -1.5% 268,286 $11.8M
Forefront Analytics, LLC 10.47% Reduce -28.3% 247,947 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 235,015 $10.3M
Mariner, LLC 0.01% Reduce -0.5% 234,780 $10.3M
Vestmark Advisory Solutions, Inc. 0.18% Reduce -51.2% 219,821 $9.6M
Captrust Financial Advisors 0.02% Reduce -2.1% 214,260 $9.4M
Mission Wealth Management, LP 0.19% Add +0.7% 212,108 $9.3M
Fund Evaluation Group, LLC 0.33% Reduce -0.6% 209,470 $9.2M
Raymond James Financial Inc. 0.00% Reduce -36.1% 208,429 $9.1M
Allworth Financial LP 0.04% Add +5.3% 187,605 $8.2M
Bank of New York Mellon Corp 0.00% Add +1.7% 184,778 $8.1M
Cetera Investment Advisers 0.01% Add +34.8% 172,095 $7.5M
HighTower Advisors, LLC 0.01% Reduce -6.6% 162,338 $7.1M
Regatta Capital Group, LLC 0.97% Reduce -1.4% 139,713 $6.1M
St Germain D J Co. Inc. 0.24% Add +3.1% 138,942 $6.1M
Rwa Wealth Partners, LLC 0.06% Add +0.4% 124,809 $5.5M
Corient Private Wealth LP 0.01% Reduce -8.9% 123,172 $5.4M
Assetmark, Inc. 0.01% Add +19.9% 121,070 $5.3M
Royal Bank of Canada 0.00% Add +2.2% 120,217 $5.3M
NewEdge Advisors, LLC 0.02% Reduce -1.6% 111,535 $4.9M
Clarity Asset Management, Inc. 2.63% Add +0.7% 107,028 $4.7M
Staley Capital Advisers Inc. 0.18% No change 100,000 $4.4M
Vicus Capital 0.33% Add +3.5% 99,428 $4.4M
FMR LLC 0.00% Add +4.5% 98,534 $4.3M
BSW Wealth Partners 0.52% Reduce -0.6% 95,348 $4.2M
Savant Capital, LLC 0.03% Add +55.7% 94,538 $4.1M
Invera Wealth Advisors, LLC 2.47% Reduce -2.0% 91,534 $4.0M
Opes Wealth Management LLC 0.69% Reduce -0.0% 89,011 $3.9M
Wilmington Savings Fund Society, FSB 0.09% No change 85,790 $3.8M
Crux Wealth Advisors 1.40% Reduce -11.0% 80,412 $3.5M
Cresset Asset Management, LLC 0.02% Add +5.2% 79,186 $3.5M
Goldman Sachs Group Inc. 0.00% Reduce -17.4% 72,079 $3.2M
Legacy Edge Advisors, LLC 0.35% Add +8.8% 68,214 $3.0M
Park Avenue Securities LLC 0.02% Add +0.1% 67,503 $3.0M
One Day In July LLC 0.23% Reduce -8.8% 62,616 $2.7M
Evolution Advisers, Inc. 1.21% Reduce -0.3% 61,270 $2.7M
Balanced Rock Investment Advisors LLC 1.89% Add +4.0% 58,985 $2.6M
CX Institutional 0.08% Reduce -0.4% 58,707 $2.6M
One Capital Management, LLC 0.08% Add +10.1% 57,303 $2.5M
Equitable Holdings, Inc. 0.02% Add +59.1% 56,854 $2.5M
Stifel Financial Corp. 0.00% Reduce -5.1% 54,816 $2.4M
Plum Street Advisors, LLC 0.92% Add +3.5% 54,442 $2.4M
LongView Asset Management LLC 1.65% Reduce -0.9% 54,355 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -17.3% 52,174 $2.3M
HSBC Holdings PLC 0.00% Reduce -5.4% 51,000 $2.2M
Cwm, LLC 0.01% Add +43.7% 50,144 $2.2M
Private Advisor Group, LLC 0.01% Add +11.4% 49,051 $2.1M
CGN Advisors LLC 0.17% Add +13.4% 48,258 $2.1M
Canandaigua National Bank & Trust Co. 0.18% Reduce -3.0% 46,610 $2.0M
Equita Financial Network, Inc. 0.68% Reduce -5.4% 45,979 $2.0M
Strategic Point Investment Advisors, LLC 0.29% Add +0.6% 45,635 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -0.6% 45,590 $2.0M
Gateway Wealth Partners, LLC 0.26% Add +44.4% 44,437 $1.9M
Revolve Wealth Partners, LLC 0.23% Add +0.7% 44,175 $1.9M
Bokf, NA 0.03% Reduce -6.1% 43,940 $1.9M
Mascoma Wealth Management LLC 0.41% Reduce -10.4% 41,977 $1.8M
Wells Fargo & Company 0.00% Add +20.6% 41,284 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -46.2% 39,836 $1.7M
Merit Financial Group, LLC 0.01% Reduce -10.5% 37,302 $1.6M
Falcon Wealth Planning 0.15% Add +22.6% 36,879 $1.6M
Sincerus Advisory, LLC 1.34% Reduce -0.4% 35,727 $1.6M
UMB Bank, n.a. 0.02% No change 34,694 $1.5M
Summit Wealth Group LLC / Co. 0.16% New 35,668 $1.5M
Kestra Advisory Services, LLC 0.01% Add +434.1% 33,688 $1.5M
&partners 0.01% Reduce -16.9% 31,733 $1.4M
Focus Partners Wealth 0.00% Add +56.9% 30,723 $1.3M
Addison Advisors LLC 0.30% Reduce -7.5% 29,722 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.5% 29,343 $1.3M
Kingswood Wealth Advisors, LLC 0.08% Add +18.9% 28,619 $1.3M
Journey Strategic Wealth LLC 0.03% Add +6.5% 28,111 $1.2M
Trademark Financial Management, LLC 0.71% Add +0.3% 27,848 $1.2M
Shotwell Rutter Baer Inc 0.78% Add +13.3% 27,582 $1.2M
WealthShield Partners, LLC 0.14% Reduce -2.5% 27,303 $1.2M
Curtis Advisory Group, LLC 0.27% Add +4.9% 26,746 $1.2M
Private Wealth Management Group, LLC 0.32% Add +2.6% 26,307 $1.2M
Bailard, Inc. 0.02% Add +0.8% 25,696 $1.1M
Choreo, LLC 0.01% No change 25,669 $1.1M
Bond & Devick Financial Network, Inc. 0.34% Reduce -7.9% 25,443 $1.1M
Marino, Stram & Associates LLC 0.19% Reduce -7.9% 24,405 $1.1M
Susquehanna International Group, LLP 0.00% New 24,272 $1.1M
Commerce Bank 0.01% Reduce -1.3% 23,950 $1.0M
WNY Asset Management, LLC 0.10% Reduce -58.4% 23,863 $1.0M
VestGen Advisors, LLC 0.03% Add +0.1% 22,175 $972K
Integrated Wealth Concepts LLC 0.01% Add +13.3% 22,126 $970K
Wescott Financial Advisory Group, LLC 0.08% Add +6.6% 21,588 $946K
Harbour Investments, Inc. 0.02% Reduce -1.0% 21,015 $921K

"% 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 257 holders