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 255 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,389
shares
|
$302,283
0.0% of portfolio
|
Q3 2024
Reduced 50.39%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
7,303
shares
|
$298,765
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,215
shares
|
$295,165
0.03% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,162
shares
|
$292,997
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,074
shares
|
$289,397
0.03% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
7,022
shares
|
$287,270
0.08% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
7,012
shares
|
$286,860
0.04% of portfolio
|
Q4 2023
Reduced 9.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,977
shares
|
$285,429
0.08% of portfolio
|
Q1 2024
Reduced 22.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
6,581
shares
|
$269,228
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,402
shares
|
$261,905
0.01% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,362
shares
|
$260,269
0.0% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,345
shares
|
$259,573
0.0% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,017
shares
|
$246,155
0.11% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,847
shares
|
$239,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,829
shares
|
$238,464
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,799
shares
|
$237,237
0.01% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
5,714
shares
|
$233,759
0.12% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
5,553
shares
|
$227,173
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,452
shares
|
$223,041
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,450
shares
|
$222,959
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
5,327
shares
|
$217,927
0.34% of portfolio
|
Q4 2024
Reduced 70.06%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,285
shares
|
$216,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,921
shares
|
$201,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
4,885
shares
|
$199,845
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,787
shares
|
$195,836
0.0% of portfolio
|
Q3 2024
Added 61.02%
|