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 279 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
662
shares
|
$28,644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
650
shares
|
$28,125
0.0% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
635
shares
|
$27,476
0.0% of portfolio
|
Q1 2025
Reduced 81.97%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
557
shares
|
$24,101
0.0% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
536
shares
|
$23,192
0.0% of portfolio
|
Q1 2025
Reduced 54.27%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
470
shares
|
$20,336
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
434
shares
|
$18,779
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
431
shares
|
$18,649
0.0% of portfolio
|
Q2 2025
Added 87.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
425
shares
|
$18,389
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
382
shares
|
$16,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
380
shares
|
$16,442
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
346
shares
|
$14,971
0.0% of portfolio
|
Q1 2021
Added 48.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
339
shares
|
$14,668
0.0% of portfolio
|
Q4 2024
Reduced 41.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
326
shares
|
$14,106
0.0% of portfolio
|
Q2 2025
Reduced 73.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
275
shares
|
$11,899
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
215
shares
|
$9,303
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
210
shares
|
$9,086
0.0% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
170
shares
|
$7,355
0.0% of portfolio
|
Q2 2025
Reduced 55.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
156
shares
|
$6,750
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
139
shares
|
$6,014
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
109
shares
|
$4,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,327
0.0% of portfolio
|
Q4 2024
Reduced 96.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
94
shares
|
$4,067
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
86
shares
|
$3,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
78
shares
|
$3,375
0.0% of portfolio
|
Q4 2024
Added 2.63%
|