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 273 institutions that hold shares in the stock, with a total of 41.2 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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
6,106
shares
|
$260,359
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
6,089
shares
|
$259,634
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,795
shares
|
$247,098
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,762
shares
|
$245,691
0.0% of portfolio
|
Q1 2025
Added 22.57%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,580
shares
|
$237,931
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,576
shares
|
$237,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
5,559
shares
|
$237,035
0.09% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,558
shares
|
$236,993
0.31% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,450
shares
|
$232,388
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,329
shares
|
$227,228
0.01% of portfolio
|
Q1 2025
Reduced 60.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,285
shares
|
$225,352
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,200
shares
|
$221,728
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,036
shares
|
$214,735
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,960
shares
|
$211,494
0.06% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,998
shares
|
$170,474
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
3,555
shares
|
$151,585
0.09% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,284
shares
|
$140,029
0.0% of portfolio
|
Q4 2024
Added 43.09%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,208
shares
|
$136,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,200
shares
|
$136,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,708
shares
|
$115,469
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,592
shares
|
$110,522
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,590
shares
|
$110,437
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,487
shares
|
$106,045
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,428
shares
|
$103,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,396
shares
|
$102,165
0.01% of portfolio
|
Q1 2025
Reduced 6.84%
|