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
First Business Financial Services, Inc. 0.08% Reduce -1.2% 21,003 $920K
BlueStem Wealth Partners, LLC 0.10% Reduce -9.7% 20,821 $913K
Laurel Wealth Planning LLC 0.48% Reduce -14.9% 20,802 $912K
Modern Wealth Management, LLC 0.02% No change 20,428 $895K
Diversified Portfolios, Inc. 0.08% No change 19,473 $853K
Signature Estate & Investment Advisors LLC 0.02% Add +0.0% 19,012 $833K
NorthRock Partners, LLC 0.01% Reduce -2.4% 18,896 $828K
Axxcess Wealth Management, LLC 0.02% New 18,374 $805K
Ameritas Investment Partners, Inc. 0.02% Add +1.1% 18,133 $795K
Kestra Private Wealth Services, LLC 0.01% No change 17,944 $786K
McAdam, LLC 0.04% Add +0.8% 17,332 $760K
Tradition Wealth Management, LLC 0.06% Reduce -2.4% 17,329 $759K
Sage Financial Group Inc. 0.05% No change 17,077 $748K
MML Investors Services, LLC 0.00% Reduce -13.3% 16,946 $743K
Advisory Services Network, LLC 0.01% No change 16,768 $735K
Focus Financial Network, Inc. 0.03% Reduce -23.1% 16,605 $728K
Abound Financial, LLC 0.28% Reduce -0.4% 15,855 $695K
Flputnam Investment Management Co. 0.01% Reduce -5.2% 15,625 $685K
Rockefeller Capital Management L.P. 0.00% Add +5.0% 15,386 $674K
Capital Analysts, LLC 0.02% Add +0.3% 14,916 $654K
Sage Advisory Services, Ltd.Co. 0.34% No change 14,748 $646K
Walkner Condon Financial Advisors LLC 0.10% Reduce -1.0% 14,393 $631K
Legacy Financial Advisors, Inc. 0.09% No change 14,220 $623K
Truist Financial Corp. 0.00% Add +2.5% 14,090 $618K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.0% 13,979 $613K
Cerity Partners LLC 0.00% Add +0.8% 13,857 $607K
Per Stirling Capital Management, LLC. 0.07% Add +0.5% 13,463 $590K
US Bancorp \de 0.00% Add +4.7% 13,362 $586K
Rossby Financial, LCC 0.19% Add +1.1% 13,089 $574K
Concord Wealth Partners 0.08% No change 12,792 $561K
DDFG, Inc 0.13% Reduce -2.9% 12,764 $559K
Investor's Fiduciary Advisor Network, LLC 0.19% Reduce -1.1% 12,587 $551K
SeaCrest Wealth Management, LLC 0.06% No change 12,474 $547K
D.A. Davidson & Co. 0.00% No change 12,317 $540K
Lockerman Financial Group, Inc. 0.67% Add +7.7% 12,130 $532K
Johnson Bixby & Associates, LLC 0.07% Reduce -8.5% 12,083 $530K
Milestone Investment Advisors LLC 0.13% Add +335.2% 11,967 $524K
Apollon Wealth Management, LLC 0.01% Add +30.6% 11,963 $524K
Farther Finance Advisors, LLC 0.01% New 11,742 $515K
Paulson Wealth Management Inc. 0.12% Add +9.8% 11,689 $512K
LexAurum Advisors, LLC 0.07% Add +0.7% 11,663 $511K
Flagship Harbor Advisors, LLC 0.02% Add +16.9% 11,603 $509K
Sanctuary Advisors, LLC 0.00% Add +28.0% 11,352 $498K
XY Planning Network, Inc. 0.17% No change 11,851 $497K
PFG Investments, LLC 0.03% Reduce -1.7% 11,238 $493K
Colorado Capital Management, Inc. 0.19% No change 11,164 $489K
Maia Wealth LLC 0.08% Reduce -5.5% 10,642 $476K
Confluence Wealth Services, Inc. 0.02% Add +1.0% 10,854 $476K
Emergent Wealth Advisors, LLC 0.27% Add +1.6% 10,610 $465K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 10,531 $462K
Savvy Advisors, Inc. 0.02% Add +4.1% 10,306 $452K
Legacy Financial Group LLC 0.06% Reduce -7.2% 10,272 $450K
WASHINGTON TRUST Co 0.01% No change 10,260 $450K
First Pacific Financial 0.06% No change 10,074 $442K
ETF Portfolio Partners, Inc. 0.12% Add +5.7% 10,045 $440K
Great Valley Advisor Group, Inc. 0.01% Add +0.8% 9,919 $434K
RTD Financial Advisors, Inc. 0.05% Reduce -5.8% 9,796 $429K
Creative Planning 0.00% Add +7.1% 9,776 $428K
Institute for Wealth Management, LLC. 0.04% Add +12.1% 9,767 $428K
Clarity Wealth Development LLC 0.38% Add +2.6% 9,468 $423K
Verus Capital Partners, LLC 0.03% Add +5.1% 9,604 $421K
Parkside Financial Bank & Trust 0.03% No change 9,327 $409K
Chicago Partners Investment Group LLC 0.01% No change 9,051 $404K
RVW Wealth, LLC 0.03% Add +1.5% 8,998 $394K
Trust Co 0.04% Add +13.0% 8,977 $393K
Modera Wealth Management, LLC 0.00% No change 8,700 $381K
Penobscot Wealth Management 0.12% Add +20.7% 8,642 $379K
McIlrath & Eck, LLC 0.04% Add +291.1% 8,515 $373K
CENTRAL TRUST Co 0.01% Add +3.1% 8,278 $363K
American Financial & Tax Strategies Inc. 0.18% Add +7.2% 8,203 $360K
Columbia River Financial Group, LLC 0.22% No change 7,892 $353K
Lodestar Private Asset Management LLC 0.04% New 7,881 $345K
Onyx Bridge Wealth Group LLC 0.04% Reduce -71.6% 7,551 $331K
Wolff Financial Management LLC 0.07% No change 7,244 $317K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.5% 7,112 $312K
Trek Financial, LLC 0.02% Reduce -3.7% 7,101 $311K
Concord Asset Management, LLC 0.06% Reduce -44.9% 7,053 $309K
Kelman-Lazarov, Inc. 0.04% No change 6,822 $299K
MAI Capital Management 0.00% Add +17.6% 6,701 $294K
Wealthcare Advisory Partners LLC 0.01% No change 6,667 $292K
Tortoise Investment Management, LLC 0.03% Reduce -8.3% 6,615 $290K
Obsidian Cio, LLC 0.04% Reduce -0.3% 6,546 $287K
Perigon Wealth Management, LLC 0.01% Add +12.8% 6,535 $286K
Mutual Advisors, LLC 0.01% New 6,370 $282K
Lifelong Wealth Advisors, Inc. 0.08% No change 6,378 $280K
Vantage Point Financial LLC 0.11% New 6,361 $279K
Triad Wealth Partners, LLC 0.04% New 6,361 $279K
Compound Planning, Inc. 0.01% New 6,338 $278K
Relyea Zuckerberg Hanson LLC 0.03% No change 6,292 $276K
Orion Porfolio Solutions, LLC 0.00% Add +14.3% 6,281 $275K
Riverwater Partners LLC 0.11% Add +0.6% 6,265 $275K
Western Wealth Management, LLC 0.01% Add +2.4% 6,245 $274K
TD Waterhouse Canada Inc. 0.00% No change 6,138 $270K
Evergreen Capital Management LLC 0.01% No change 5,902 $259K
Avantax Planning Partners, Inc. 0.01% No change 5,860 $257K
Hilltop Partners LLC 0.07% Reduce -0.6% 5,610 $246K
Harpswell Capital Advisors, LLC 0.23% — 5,546 $243K
Carret Asset Management, LLC 0.02% No change 5,450 $239K
Denver Wealth Management, Inc. 0.09% Add +0.8% 5,401 $237K
Breakwater Capital Group 0.03% New 5,382 $236K
RHS Financial, LLC 0.12% Add +3.2% 5,301 $232K
Comerica Bank 0.00% Add +0.3% 5,224 $229K
Argyle Capital Partners, LLC 0.16% Add +2.4% 5,164 $226K
Occidental Asset Management, LLC 0.03% No change 5,036 $221K
Stewardship Advisors, LLC 0.05% Reduce -1.0% 4,910 $215K
Snider Financial Group 0.06% No change 4,882 $214K
Betterment LLC 0.00% Reduce -25.4% 4,834 $212K
OneAscent Financial Services LLC 0.01% Add +0.2% 4,824 $211K
Key Financial Inc 0.04% Add +103.4% 4,681 $205K
Abacus Planning Group, Inc. 0.03% New 4,589 $201K
Ashton Thomas Private Wealth, LLC 0.01% New 4,571 $200K
Morgan Dempsey Capital Management LLC 0.08% Reduce -11.0% 4,108 $180K
Atlantic Union Bankshares Corp 0.00% New 3,974 $174K
Keener Financial Planning LLC 0.08% Add +6.9% 3,799 $166K
CGC Financial Services, LLC 0.04% No change 3,708 $163K
Arax Advisory Partners 0.00% No change 3,688 $162K
Mather Group, Llc. 0.00% New 3,638 $159K
Cape Investment Advisory, Inc. 0.13% No change 3,097 $136K
Wealthspire Advisors, LLC 0.00% New 2,673 $117K
Blair William & Co. 0.00% No change 2,428 $106K
Dagco, Inc. 0.02% No change 2,148 $94K
CoreCap Advisors, LLC 0.00% No change 1,957 $86K
Westfuller Advisors, LLC 0.04% New 1,933 $85K
Aptus Capital Advisors, LLC 0.00% Add +6.8% 1,927 $84K
Investors Research Corp 0.02% Reduce -0.6% 1,891 $83K
Creative Financial Designs Inc. 0.01% No change 1,878 $82K
Hanson & Doremus Investment Management 0.01% New 1,531 $67K
Manning & Napier Advisors LLC 0.00% New 1,493 $65K
Millstone Evans Group, LLC 0.04% No change 1,454 $64K
National Bank of Canada 0.00% No change 1,392 $61K
Front Row Advisors LLC 0.02% No change 1,155 $51K
Global Retirement Partners, LLC 0.00% Reduce -72.7% 895 $39K
Smartleaf Asset Management LLC 0.00% No change 680 $30K
Golden State Wealth Management, LLC 0.00% No change 650 $28K
BOK Financial Private Wealth, Inc. 0.00% No change 635 $28K
Princeton Global Asset Management LLC 0.00% No change 557 $24K
Orion Capital Management LLC 0.01% No change 470 $21K
Principal Securities, Inc. 0.00% No change 431 $19K
Elevation Wealth Partners, LLC 0.01% No change 425 $19K
Noble Wealth Management PBC 0.01% — 400 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 380 $17K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 339 $15K
Geneos Wealth Management Inc. 0.00% New 272 $12K
O'shaughnessy Asset Management, LLC 0.00% Reduce -25.1% 244 $11K
Federation des caisses Desjardins du Quebec 0.00% Reduce -37.6% 216 $9K
Tradewinds Capital Management, LLC 0.00% No change 215 $9K
Wealth Watch Advisors, INC 0.00% New 180 $8K
EverSource Wealth Advisors, LLC 0.00% No change 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
Tower Research Capital LLC (TRC) 0.00% Reduce -98.8% 94 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 78 $3K
Scarborough Advisors, LLC 0.00% No change 73 $3K
PNC Financial Services Group, Inc. 0.00% Reduce -86.2% 60 $3K
Cheviot Value Management, LLC 0.00% Reduce -51.2% 42 $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.