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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
16,793
shares
|
$689,856
0.02% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
16,628
shares
|
$683,078
0.11% of portfolio
|
Q4 2024
Reduced 22.38%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
16,545
shares
|
$679,668
0.1% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
15,721
shares
|
$645,818
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
14,943
shares
|
$613,858
0.35% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
14,879
shares
|
$611,229
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
14,875
shares
|
$611,065
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,815
shares
|
$608,600
0.08% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,086
shares
|
$578,652
0.12% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
14,026
shares
|
$576,188
0.03% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,776
shares
|
$565,918
0.02% of portfolio
|
Q4 2020
Added 4.25%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
13,740
shares
|
$564,439
0.19% of portfolio
|
Q1 2023
Added 3.03%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
13,716
shares
|
$563,453
0.11% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,574
shares
|
$516,539
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,539
shares
|
$515,102
0.02% of portfolio
|
Q3 2024
Reduced 86.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,511
shares
|
$513,951
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
12,506
shares
|
$513,746
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,361
shares
|
$507,789
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
12,106
shares
|
$497,314
0.31% of portfolio
|
Q2 2024
Added 44.67%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
11,910
shares
|
$489,262
0.01% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
11,757
shares
|
$482,977
0.0% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
11,755
shares
|
$482,895
0.1% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
11,546
shares
|
$474,309
0.14% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
11,402
shares
|
$468,394
0.06% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,336
shares
|
$465,682
0.03% of portfolio
|
Q4 2024
Added 3.83%
|