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 258 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
195,667
shares
|
$8.18 Million
0.34% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
187,457
shares
|
$7.84 Million
0.19% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
175,692
shares
|
$7.35 Million
0.05% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
174,479
shares
|
$7.3 Million
1.14% of portfolio
|
Q3 2023
Reduced 1.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
173,904
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
166,939
shares
|
$6.98 Million
0.39% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
160,849
shares
|
$6.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
159,280
shares
|
$6.66 Million
0.08% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
151,780
shares
|
$6.35 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
145,750
shares
|
$6.1 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
143,340
shares
|
$5.99 Million
4.16% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
141,449
shares
|
$5.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
137,132
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,149
shares
|
$5.61 Million
0.12% of portfolio
|
Q3 2022
Added 6.03%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
132,265
shares
|
$5.53 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
106,577
shares
|
$4.46 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
105,497
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
102,395
shares
|
$4.28 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
99,595
shares
|
$4.17 Million
0.15% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
96,657
shares
|
$4.04 Million
4.21% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96,238
shares
|
$4.02 Million
0.25% of portfolio
|
Q4 2023
Added 6.05%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
95,068
shares
|
$3.98 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
87,447
shares
|
$3.66 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
85,978
shares
|
$3.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
85,797
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Added 15.47%
|