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 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
187,457
shares
|
$7.7 Million
0.19% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
178,012
shares
|
$7.31 Million
0.04% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
174,479
shares
|
$7.17 Million
1.14% of portfolio
|
Q3 2023
Reduced 1.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
173,904
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
173,753
shares
|
$7.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 31.01%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
166,939
shares
|
$6.86 Million
0.39% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
160,849
shares
|
$6.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
159,280
shares
|
$6.54 Million
0.08% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
150,630
shares
|
$6.19 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
143,340
shares
|
$5.89 Million
4.16% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
140,687
shares
|
$5.78 Million
1.13% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
138,535
shares
|
$5.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
137,420
shares
|
$5.65 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
137,132
shares
|
$5.63 Million
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,149
shares
|
$5.51 Million
0.12% of portfolio
|
Q3 2022
Added 6.03%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
118,382
shares
|
$4.86 Million
0.22% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
105,497
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
98,337
shares
|
$4.04 Million
0.35% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96,238
shares
|
$3.95 Million
0.25% of portfolio
|
Q4 2023
Added 6.05%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
95,512
shares
|
$3.92 Million
4.07% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
87,318
shares
|
$3.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
86,308
shares
|
$3.55 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
85,978
shares
|
$3.53 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
85,797
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
85,355
shares
|
$3.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|