Nuveen ESG Large-Cap Val ETFNULVETF

13F holders, Q4 2025 (December 31)
275holders +18
19new positions
14sold out
$45.23avg. 13F price*

At the end of Q4 2025, 275 institutions reported holding Nuveen ESG Large-Cap Val ETF (NULV) in their 13F filings, up 18 from Q3 2025. 19 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($570.1M), Tiaa Trust, National Association ($219.3M) and JPMorgan Chase & Co. ($91.3M).

Company
Nuveen ESG Large-Cap Val ETF
Filed as
NUSHARES ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$6.2M
Exits14$2.9M

All 13F filers, Q3 2025 → Q4 2025: 1,807,639 shares bought and 1,660,779 shares sold, net +146,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 275 holders

Bank of America Corp. 0.04% Reduce -7.7% 12,654,881 $570.1M
Tiaa Trust, National Association 0.53% Add +4.2% 4,868,104 $219.3M
JPMorgan Chase & Co. 0.01% Reduce -0.3% 2,027,216 $91.3M
LPL Financial LLC 0.02% Add +26.1% 1,789,579 $80.6M
Morgan Stanley 0.00% Add +2.6% 1,232,845 $55.5M
Commonwealth Equity Services, LLC 0.06% Add +30.9% 1,005,224 $45.3M
Mercer Global Advisors Inc. 0.06% Add +2.1% 679,923 $36.9M
UBS Group AG 0.00% Reduce -2.8% 511,185 $23.0M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -2.1% 471,588 $21.2M
Envestnet Asset Management Inc. 0.01% Reduce -26.5% 469,535 $21.2M
Beacon Pointe Advisors, LLC 0.14% Add +12.1% 439,525 $19.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% Add +1.7% 409,247 $18.4M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -0.2% 376,206 $16.9M
Bank of New York Mellon Corp 0.00% Add +86.0% 343,642 $15.5M
Eastern Bank 0.23% Reduce -1.2% 289,671 $13.0M
O'Brien Wealth Partners LLC 1.61% Add +0.7% 270,178 $12.2M
Captrust Financial Advisors 0.02% Add +11.1% 238,109 $10.7M
Mariner, LLC 0.01% Reduce -0.2% 234,287 $10.6M
Ameriprise Financial Inc. 0.00% Reduce -3.2% 227,504 $10.2M
Mission Wealth Management, LP 0.20% Add +4.4% 221,362 $10.0M
Raymond James Financial Inc. 0.00% Reduce -0.3% 207,740 $9.4M
Fund Evaluation Group, LLC 0.31% Reduce -1.9% 205,534 $9.3M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -8.5% 201,228 $9.1M
Cetera Investment Advisers 0.01% Add +10.0% 189,251 $8.5M
Allworth Financial LP 0.03% Reduce -1.0% 185,709 $8.4M
St Germain D J Co. Inc. 0.32% Add +29.8% 180,326 $8.1M
Royal Bank of Canada 0.00% Add +36.6% 164,201 $7.4M
HighTower Advisors, LLC 0.01% Add +0.7% 163,387 $7.4M
Forefront Analytics, LLC 5.62% Reduce -43.0% 141,379 $6.4M
Regatta Capital Group, LLC 0.95% Reduce -0.3% 139,265 $6.3M
Thrivent Financial for Lutherans 0.01% Add +203.5% 120,896 $5.5M
Corient Private Wealth LP 0.01% Reduce -3.2% 119,244 $5.4M
Assetmark, Inc. 0.01% Reduce -1.5% 119,205 $5.4M
One Capital Management, LLC 0.16% Add +103.0% 116,314 $5.2M
FMR LLC 0.00% Add +16.8% 115,042 $5.2M
Clarity Asset Management, Inc. 2.70% Add +1.9% 109,086 $4.9M
Wilmington Savings Fund Society, FSB 0.11% Add +26.6% 108,565 $4.9M
Rwa Wealth Partners, LLC 0.05% Reduce -14.5% 106,722 $4.8M
NewEdge Advisors, LLC 0.02% Reduce -4.4% 106,578 $4.8M
Staley Capital Advisers Inc. 0.19% No change 100,000 $4.5M
EP Wealth Advisors, LLC 0.02% — 93,900 $4.2M
Vicus Capital 0.32% Reduce -6.0% 93,423 $4.2M
BSW Wealth Partners 0.49% Reduce -4.4% 91,110 $4.1M
Opes Wealth Management LLC 0.68% Add +0.2% 89,156 $4.0M
Invera Wealth Advisors, LLC 2.47% Reduce -5.1% 86,838 $3.9M
Savant Capital, LLC 0.02% Reduce -8.2% 86,773 $3.9M
rebel Financial LLC 1.66% Add +0.0% 86,244 $3.9M
Goldman Sachs Group Inc. 0.00% Add +14.2% 82,316 $3.7M
Crux Wealth Advisors 1.36% Add +1.1% 81,275 $3.7M
Cresset Asset Management, LLC 0.02% Add +2.3% 80,968 $3.6M
Plum Street Advisors, LLC 1.24% Add +42.4% 77,532 $3.5M
Equitable Holdings, Inc. 0.02% Add +29.3% 73,521 $3.3M
CX Institutional 0.09% Add +17.6% 69,066 $3.1M
Legacy Edge Advisors, LLC 0.34% Reduce -0.2% 68,091 $3.1M
Evolution Advisers, Inc. 1.19% Reduce -0.1% 61,179 $2.8M
Park Avenue Securities LLC 0.02% Reduce -9.5% 61,078 $2.8M
Balanced Rock Investment Advisors LLC 1.85% Reduce -2.2% 57,685 $2.6M
One Day In July LLC 0.20% Reduce -11.5% 55,401 $2.5M
Stifel Financial Corp. 0.00% Reduce -0.7% 54,433 $2.5M
LongView Asset Management LLC 1.63% Reduce -4.7% 51,829 $2.3M
Equita Financial Network, Inc. 0.68% Add +8.4% 49,822 $2.2M
HSBC Holdings PLC 0.00% Reduce -3.0% 49,460 $2.2M
Private Advisor Group, LLC 0.01% Add +0.8% 49,426 $2.2M
Susquehanna International Group, LLP 0.00% Add +103.5% 49,390 $2.2M
Cwm, LLC 0.01% Reduce -5.1% 47,578 $2.1M
Canandaigua National Bank & Trust Co. 0.19% Add +1.8% 47,459 $2.1M
&partners 0.01% Add +49.0% 47,290 $2.1M
CGN Advisors LLC 0.17% Reduce -3.1% 46,759 $2.1M
Bokf, NA 0.03% Add +4.2% 45,762 $2.1M
Gateway Wealth Partners, LLC 0.23% Add +3.0% 45,759 $2.1M
Revolve Wealth Partners, LLC 0.24% Add +3.4% 45,681 $2.1M
Wells Fargo & Company 0.00% Add +10.4% 45,599 $2.1M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.3% 45,445 $2.0M
Strategic Point Investment Advisors, LLC 0.28% Reduce -0.5% 45,430 $2.0M
Mascoma Wealth Management LLC 0.41% Add +0.6% 42,206 $1.9M
Kestra Advisory Services, LLC 0.01% Add +21.5% 40,918 $1.8M
Merit Financial Group, LLC 0.01% Add +7.3% 40,016 $1.8M
Falcon Wealth Planning 0.14% Reduce -1.2% 36,425 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -30.4% 36,307 $1.6M
Sincerus Advisory, LLC 1.31% Add +1.1% 36,139 $1.6M
UMB Bank, n.a. 0.02% Reduce -1.6% 34,145 $1.5M
Focus Partners Wealth 0.00% Add +7.3% 32,968 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.3% 30,914 $1.4M
Journey Strategic Wealth LLC 0.03% Add +4.9% 29,488 $1.3M
Kingswood Wealth Advisors, LLC 0.06% Add +1.1% 28,940 $1.3M
Private Wealth Management Group, LLC 0.34% Add +7.5% 28,281 $1.3M
Shotwell Rutter Baer Inc 0.76% Reduce -1.2% 27,249 $1.3M
WealthShield Partners, LLC 0.14% Add +2.0% 27,858 $1.3M
MML Investors Services, LLC 0.00% Add +62.0% 27,456 $1.2M
Addison Advisors LLC 0.27% Reduce -9.1% 27,024 $1.2M
Curtis Advisory Group, LLC 0.25% No change 26,746 $1.2M
Choreo, LLC 0.01% No change 25,669 $1.2M
Bond & Devick Financial Network, Inc. 0.32% Reduce -0.2% 25,394 $1.1M
Bailard, Inc. 0.02% Reduce -3.0% 24,926 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Add +12.0% 24,183 $1.1M
Commerce Bank 0.01% Add +0.9% 24,165 $1.1M
Belpointe Asset Management LLC 0.04% New 22,948 $1.0M
Harbour Investments, Inc. 0.02% Add +9.1% 22,922 $1.0M
Modern Wealth Management, LLC 0.02% Add +2.8% 20,990 $946K
Farther Finance Advisors, LLC 0.01% Add +67.6% 19,676 $886K

"% 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 275 holders