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 271 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
40,319
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
39,626
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
39,332
shares
|
$1.55 Million
0.2% of portfolio
|
Q4 2024
Added 1622.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,125
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2022
Added 1.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
37,060
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
36,241
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
35,044
shares
|
$1.38 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
33,381
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
33,227
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
32,736
shares
|
$1.29 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
31,578
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
30,933
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
30,474
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
30,199
shares
|
$1.19 Million
0.67% of portfolio
|
Q1 2023
Reduced 7.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
29,904
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
27,466
shares
|
$1.08 Million
0.86% of portfolio
|
Q4 2024
Added 56.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
26,791
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,084
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2023
Reduced 3.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
26,062
shares
|
$1.03 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
25,669
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
25,501
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
24,937
shares
|
$982,019
0.07% of portfolio
|
Q4 2024
Reduced 48.42%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
24,740
shares
|
$974,261
0.16% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,607
shares
|
$969,023
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
24,521
shares
|
$965,636
0.04% of portfolio
|
Q4 2024
Added 50.61%
|