Institutional Ownership Nuveen Esg Large Cap Value ETF (NULV)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV). We have compiled data on the 277 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
557
shares
|
$22,697
0.0% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
536
shares
|
$21,842
0.0% of portfolio
|
Q1 2025
Reduced 54.27%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
470
shares
|
$19,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
433
shares
|
$17,644
0.0% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
425
shares
|
$17,318
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
383
shares
|
$15,607
0.0% of portfolio
|
Q1 2025
Reduced 47.32%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
382
shares
|
$15,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
382
shares
|
$15,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
375
shares
|
$15,281
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
346
shares
|
$14,099
0.0% of portfolio
|
Q1 2021
Added 48.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
339
shares
|
$13,814
0.0% of portfolio
|
Q4 2024
Reduced 41.04%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
275
shares
|
$11,206
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
262
shares
|
$10,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
230
shares
|
$9,372
0.0% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
215
shares
|
$8,761
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
210
shares
|
$8,557
0.0% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
156
shares
|
$6,357
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
139
shares
|
$5,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
109
shares
|
$4,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
100
shares
|
$4,075
0.0% of portfolio
|
Q4 2024
Reduced 96.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
94
shares
|
$3,830
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
86
shares
|
$3,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
78
shares
|
$3,178
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
47
shares
|
$1,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
46
shares
|
$1,874
0.0% of portfolio
|
Q1 2023
Reduced 47.13%
|