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 274 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
623
shares
|
$24,054
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
557
shares
|
$21,505
0.0% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
470
shares
|
$18,146
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
433
shares
|
$16,718
0.0% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
425
shares
|
$16,409
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
382
shares
|
$14,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
346
shares
|
$13,359
0.0% of portfolio
|
Q1 2021
Added 48.63%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
340
shares
|
$13,127
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
339
shares
|
$13,088
0.0% of portfolio
|
Q4 2024
Reduced 41.04%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
275
shares
|
$10,617
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
262
shares
|
$10,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
230
shares
|
$8,880
0.0% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
224
shares
|
$8,648
0.0% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
215
shares
|
$8,301
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
210
shares
|
$8,108
0.0% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
156
shares
|
$6,023
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
139
shares
|
$5,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
109
shares
|
$4,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,861
0.0% of portfolio
|
Q4 2024
Reduced 96.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
94
shares
|
$3,629
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
78
shares
|
$3,011
0.0% of portfolio
|
Q4 2024
Reduced 84.82%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
78
shares
|
$3,011
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
46
shares
|
$1,776
0.0% of portfolio
|
Q1 2023
Reduced 47.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|