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
BlueStem Wealth Partners, LLC 0.10% Reduce -5.6% 19,656 $886K
Axxcess Wealth Management, LLC 0.02% Add +6.1% 19,488 $878K
Diversified Portfolios, Inc. 0.07% Reduce -1.4% 19,206 $865K
First Business Financial Services, Inc. 0.08% Reduce -8.7% 19,185 $864K
Ameritas Investment Partners, Inc. 0.03% Add +5.3% 19,104 $861K
Laurel Wealth Planning LLC 0.47% Reduce -9.1% 18,916 $852K
NorthRock Partners, LLC 0.01% Reduce -0.1% 18,871 $850K
Sbe LLC Dba Cedar Cove Wealth Partners 0.44% — 18,803 $847K
Signature Estate & Investment Advisors LLC 0.02% Reduce -1.4% 18,747 $845K
Rockefeller Capital Management L.P. 0.00% Add +21.0% 18,617 $839K
RFG Advisory, LLC 0.02% New 18,367 $827K
XY Planning Network, Inc. 0.14% Add +52.7% 18,096 $815K
Kestra Private Wealth Services, LLC 0.01% Add +0.0% 17,950 $809K
McAdam, LLC 0.04% Add +1.6% 17,616 $794K
Tradition Wealth Management, LLC 0.06% Add +1.0% 17,505 $789K
Advisory Services Network, LLC 0.01% Reduce -0.0% 16,766 $755K
Integrated Wealth Concepts LLC 0.01% Reduce -24.5% 16,710 $753K
Sage Financial Group Inc. 0.05% Reduce -2.6% 16,637 $749K
Focus Financial Network, Inc. 0.03% Reduce -0.7% 16,496 $743K
CENTRAL TRUST Co 0.01% Add +98.5% 16,432 $740K
Pathfinder Wealth Consulting, Inc. 0.46% — 16,237 $731K
Capital Analysts, LLC 0.02% Add +2.6% 15,311 $690K
Flputnam Investment Management Co. 0.01% Reduce -4.4% 14,939 $673K
Sage Advisory Services, Ltd.Co. 0.36% No change 14,748 $664K
Abound Financial, LLC 0.25% Reduce -9.1% 14,413 $649K
Walkner Condon Financial Advisors LLC 0.09% Reduce -1.0% 14,253 $642K
Cerity Partners LLC 0.00% Add +1.5% 14,064 $634K
GTS Securities LLC 0.02% New 14,045 $633K
Truist Financial Corp. 0.00% Reduce -0.9% 13,968 $629K
Legacy Financial Advisors, Inc. 0.09% Reduce -2.1% 13,923 $627K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.3% 13,232 $612K
Per Stirling Capital Management, LLC. 0.07% Add +0.2% 13,492 $608K
Investor's Fiduciary Advisor Network, LLC 0.13% Add +6.1% 13,359 $601K
Boston Common Asset Management, LLC 0.04% New 13,033 $587K
VestGen Advisors, LLC 0.02% Reduce -41.4% 12,990 $585K
Rossby Financial, LCC 0.18% Reduce -2.6% 12,744 $574K
SeaCrest Wealth Management, LLC 0.06% No change 12,474 $573K
DDFG, Inc 0.12% Reduce -0.9% 12,654 $570K
US Bancorp \de 0.00% Reduce -5.3% 12,653 $570K
Paulson Wealth Management Inc. 0.13% Add +6.8% 12,486 $562K
D.A. Davidson & Co. 0.00% Reduce -0.7% 12,236 $551K
McIlrath & Eck, LLC 0.05% Add +43.3% 12,201 $550K
Milestone Investment Advisors LLC 0.13% Add +1.4% 12,134 $547K
Apollon Wealth Management, LLC 0.01% Add +0.2% 11,990 $540K
Lockerman Financial Group, Inc. 1.02% Reduce -2.8% 11,796 $531K
Blueline Advisors LLC 0.43% — 11,793 $531K
Flagship Harbor Advisors, LLC 0.03% Add +1.6% 11,791 $531K
Old Peak Finance LLC 0.32% — 11,551 $520K
OpenArc Corporate Advisory, LLC 0.01% — 11,425 $515K
American Financial & Tax Strategies Inc. 0.26% Add +39.0% 11,400 $514K
PFG Investments, LLC 0.02% Reduce -0.1% 11,224 $506K
Maia Wealth LLC 0.09% Add +0.3% 10,670 $503K
Colorado Capital Management, Inc. 0.19% No change 11,164 $503K
First Pacific Financial 0.06% Add +8.2% 10,899 $491K
Emergent Wealth Advisors, LLC 0.27% No change 10,610 $478K
Sanctuary Advisors, LLC 0.00% Reduce -7.0% 10,553 $475K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.4% 10,386 $468K
Savvy Advisors, Inc. 0.02% Add +0.5% 10,354 $466K
Confluence Wealth Services, Inc. 0.02% Reduce -5.4% 10,264 $462K
WASHINGTON TRUST Co 0.02% No change 10,260 $462K
Westview Management dba Westview Investment Advisors 0.22% — 10,153 $457K
ETF Portfolio Partners, Inc. 0.12% Add +0.6% 10,104 $455K
Chicago Partners Investment Group LLC 0.01% Add +6.1% 9,601 $448K
RTD Financial Advisors, Inc. 0.05% Add +0.9% 9,887 $445K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.7% 9,852 $444K
Johnson Bixby & Associates, LLC 0.05% Reduce -18.8% 9,807 $442K
Verus Capital Partners, LLC 0.03% Add +0.6% 9,663 $435K
Clarity Wealth Development LLC 0.37% Add +1.3% 9,591 $432K
Trademark Financial Management, LLC 0.24% Reduce -65.8% 9,515 $429K
RVW Wealth, LLC 0.03% Add +4.7% 9,423 $425K
Trust Co 0.04% Add +0.0% 8,978 $404K
Penobscot Wealth Management 0.12% Add +3.1% 8,911 $401K
Trek Financial, LLC 0.02% Add +23.7% 8,787 $396K
Mutual Advisors, LLC 0.01% Add +35.5% 8,634 $389K
Modera Wealth Management, LLC 0.00% Reduce -6.1% 8,169 $368K
Legacy Financial Group LLC 0.05% Reduce -24.5% 7,753 $367K
Lodestar Private Asset Management LLC 0.04% No change 7,881 $355K
Columbia River Financial Group, LLC 0.22% Reduce -0.1% 7,884 $355K
Ameritas Advisory Services, LLC 0.01% New 7,880 $355K
Inspirion Wealth Advisors, LLC 0.04% New 7,775 $350K
Western Wealth Management, LLC 0.02% Add +22.6% 7,653 $345K
Parkside Financial Bank & Trust 0.03% Reduce -18.9% 7,569 $341K
Orion Porfolio Solutions, LLC 0.00% Add +20.2% 7,552 $340K
Creative Planning 0.00% Reduce -23.9% 7,442 $335K
Onyx Bridge Wealth Group LLC 0.04% Reduce -1.5% 7,440 $335K
Wolff Financial Management LLC 0.07% Add +1.6% 7,362 $332K
Stratos Wealth Partners, LTD. 0.00% Add +0.5% 7,147 $322K
Kelman-Lazarov, Inc. 0.05% Add +4.4% 7,121 $321K
Lido Advisors, LLC 0.00% New 6,911 $311K
McCartney Wealth Management LLC 0.27% — 6,904 $311K
TD Waterhouse Canada Inc. 0.00% Add +11.5% 6,846 $308K
Wealthcare Advisory Partners LLC 0.01% No change 6,667 $300K
Tortoise Investment Management, LLC 0.03% No change 6,615 $298K
Perigon Wealth Management, LLC 0.01% Add +1.1% 6,606 $298K
Riverwater Partners LLC 0.11% Add +4.4% 6,541 $295K
RMG Wealth Management LLC 0.04% New 2,924 $288K
Lifelong Wealth Advisors, Inc. 0.08% No change 6,378 $287K
Compton Financial Group, LLC 0.06% New 6,366 $287K
Marino, Stram & Associates LLC 0.05% Reduce -74.3% 6,266 $282K
MAI Capital Management 0.00% Reduce -8.2% 6,149 $277K
Ashton Thomas Private Wealth, LLC 0.01% Add +32.8% 6,071 $274K
Kelsey Financial, LLC 0.23% — 6,071 $273K
JGP Wealth Management, LLC 0.03% New 6,067 $273K
Institute for Wealth Management, LLC. 0.03% Reduce -38.1% 6,047 $272K
Compound Planning, Inc. 0.01% Reduce -5.2% 6,007 $271K
Evergreen Capital Management LLC 0.01% No change 5,902 $266K
Vantage Point Financial LLC 0.09% Reduce -8.7% 5,809 $262K
Triad Wealth Partners, LLC 0.02% Reduce -8.7% 5,809 $262K
Rede Wealth, LLC 0.09% New 5,662 $255K
Sunrise Financial Services, LLC 0.19% — 5,572 $251K
Indivisible Partners 0.03% — 5,526 $249K
Carret Asset Management, LLC 0.02% No change 5,450 $246K
Denver Wealth Management, Inc. 0.09% Add +0.8% 5,442 $245K
Eq Wealth Advisors, LLC 0.14% New 5,431 $245K
RHS Financial, LLC 0.12% Reduce -0.1% 5,297 $239K
Avantax Planning Partners, Inc. 0.01% Reduce -10.7% 5,232 $236K
Argyle Capital Partners, LLC 0.17% No change 5,164 $233K
Hilltop Partners LLC 0.06% Reduce -8.0% 5,162 $233K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -18.0% 5,160 $232K
Occidental Asset Management, LLC 0.03% Add +0.4% 5,058 $228K
Keener Financial Planning LLC 0.10% Add +30.7% 4,964 $223K
Stewardship Advisors, LLC 0.05% No change 4,910 $221K
Snider Financial Group 0.06% No change 4,882 $220K
Concord Wealth Partners 0.03% Reduce -61.9% 4,870 $219K
Betterment LLC 0.00% No change 4,834 $218K
Independent Financial Group, LLC 0.00% New 4,838 $218K
Foster Group, Inc. 0.01% New 4,686 $211K
Key Financial Inc 0.04% No change 4,681 $211K
Abacus Planning Group, Inc. 0.03% No change 4,589 $207K
Capital Advisors Wealth Management, LLC 0.03% New 4,508 $203K
OneAscent Financial Services LLC 0.02% Reduce -6.7% 4,502 $203K
Morgan Dempsey Capital Management LLC 0.09% Reduce -3.2% 3,977 $179K
Atlantic Union Bankshares Corp 0.00% No change 3,974 $179K
Arax Advisory Partners 0.00% No change 3,688 $166K
Comerica Bank 0.00% Reduce -38.3% 3,224 $145K
Cape Investment Advisory, Inc. 0.04% Reduce -7.2% 2,874 $129K
Blair William & Co. 0.00% No change 2,428 $109K
Dagco, Inc. 0.02% Add +1.6% 2,183 $98K
Millstone Evans Group, LLC 0.05% Add +41.9% 2,063 $93K
Aptus Capital Advisors, LLC 0.00% Add +7.0% 2,062 $93K
Smartleaf Asset Management LLC 0.00% Add +192.5% 1,989 $90K
Westfuller Advisors, LLC 0.04% Add +1.7% 1,965 $89K
CoreCap Advisors, LLC 0.00% No change 1,957 $88K
Creative Financial Designs Inc. 0.01% No change 1,878 $85K
Birchwood Financial Partners, Inc. 0.08% — 1,867 $84K
IFP Advisors, Inc 0.00% New 1,813 $82K
Hanson & Doremus Investment Management 0.01% No change 1,531 $69K
National Bank of Canada 0.00% No change 1,392 $63K
CDKV Holdings LLC 0.05% — 1,382 $62K
Orion Capital Management LLC 0.02% Add +191.7% 1,371 $62K
Investors Research Corp 0.01% Reduce -30.5% 1,314 $59K
Front Row Advisors LLC 0.02% No change 1,155 $52K
Triumph Capital Management 0.01% New 766 $35K
Golden State Wealth Management, LLC 0.00% Add +1.5% 660 $30K
BOK Financial Private Wealth, Inc. 0.00% No change 635 $29K
Global Retirement Partners, LLC 0.00% Reduce -29.3% 633 $29K
Kingdom Financial Group LLC. 0.01% New 608 $27K
Princeton Global Asset Management LLC 0.00% No change 557 $25K
SHP Wealth Management 0.00% — 474 $21K
Elevation Wealth Partners, LLC 0.01% No change 425 $19K
Hantz Financial Services, Inc. 0.00% New 382 $17K
O'shaughnessy Asset Management, LLC 0.00% No change 244 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 216 $10K
Tradewinds Capital Management, LLC 0.00% No change 215 $10K
Wealth Watch Advisors, INC 0.00% No change 180 $8K
Investors Portfolio Services LLC 0.01% — 178 $8K
EverSource Wealth Advisors, LLC 0.00% No change 170 $8K
Capitol Family Office, Inc. 0.01% Reduce -3.6% 134 $6K
Obsidian Cio, LLC 0.01% Reduce -98.3% 114 $5K
Redwood Park Advisors LLC 0.00% Add +1.8% 111 $5K
Citigroup Inc. 0.00% No change 100 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 78 $4K
Scarborough Advisors, LLC 0.00% No change 73 $3K
PNC Financial Services Group, Inc. 0.00% Add +1.7% 61 $3K
Cheviot Value Management, LLC 0.00% No change 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.