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 289 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 $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,535
shares
|
$291,330
0.01% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
6,378
shares
|
$284,331
0.08% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,370
shares
|
$283,974
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,361
shares
|
$283,573
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
6,361
shares
|
$283,573
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
6,338
shares
|
$282,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
6,292
shares
|
$280,497
0.03% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,281
shares
|
$280,006
0.0% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
6,265
shares
|
$279,293
0.13% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,245
shares
|
$278,402
0.02% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
6,138
shares
|
$273,632
0.0% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,902
shares
|
$263,111
0.01% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,860
shares
|
$261,238
0.01% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
5,610
shares
|
$250,093
0.07% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,576
shares
|
$248,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
5,546
shares
|
$247,240
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,450
shares
|
$242,961
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
5,401
shares
|
$240,776
0.09% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,386
shares
|
$240,107
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
5,382
shares
|
$239,929
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
5,301
shares
|
$236,318
0.13% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,224
shares
|
$232,885
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,164
shares
|
$230,211
0.16% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,036
shares
|
$224,504
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,910
shares
|
$218,887
0.05% of portfolio
|
Q3 2025
Reduced 1.01%
|
|