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Disclosery

NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

272 managers (279 13F filers) reported a position in NULV shares at 2026-06-30, 35,696,344 shares in all. 28 filers opened a position and 23 filers sold out during the quarter.

Managers
272
13F filers
279
New
28
Added
101
Reduced
85
Sold out
23
Shares held by filers
35,696,344

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,803,510$590M0.04%-52,44313F-HRTimelineGroup
TIAAgroup of 3 filers holding5,155,738$258M+258,027Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,217,859$111M0.01%+178,38613F-HRTimelineGroup
LPL Financial LLC1,926,658$96.3M0.02%+28,83913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,293,576$64.7M<0.01%+17,04513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,208,781$60.4M0.08%+84,73113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,099,328$55M+41,762Timeline
MERCER GLOBAL ADVISORS INC /ADV576,552$28.8M0.04%+35,98813F-HR/ATimeline
UBS Group AGgroup of 2 filers holding536,286$26.8M+15,093Timeline
Beacon Pointe Advisors, LLC526,396$26.3M0.12%+20,67113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp486,578$24.3M<0.01%+48,21013F-HRTimelineGroup
Cambridge Investment Research Advisors,…453,335$22.7M0.05%-3,29713F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…402,854$20.1M0.3%+1,41113F-HRTimeline
EASTERN BANK288,102$14.4M0.22%+6,84713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS253,549$12.7M0.02%+1,44613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC245,922$12.3M<0.01%-4,95713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP245,765$12.3M0.15%+28,98813F-HRTimeline
EP Wealth Advisors, LLC235,925$11.8M0.05%+90,70313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC213,367$10.7M<0.01%-18,98013F-HRTimelineGroup
Allworth Financial LP191,358$9.57M0.04%+7,16813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC189,725$9.48M0.34%+3,66313F-HRTimelineGroup
Cetera Investment Advisers185,205$9.26M0.01%+18,04113F-HRTimeline
HighTower Advisors, LLC159,128$7.95M0.01%-14,14113F-HRTimeline
Savant Capital, LLC164,412$7.83M0.02%+78,34013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…156,438$7.82M0.01%+2,19513F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC150,617$7.53M1.01%+2,05913F-HRTimeline
Forefront Analytics, LLC140,912$7.04M7.65%-54,74513F-HRTimeline
Mariner, LLCin group Mariner, LLC135,118$6.75M0.01%-95,82813F-HRTimelineGroup
FMR LLCin group FMR LLC132,674$6.63M<0.01%+5,82613F-HRTimelineGroup
One Capital Management, LLC143,041$6.51M0.18%+7813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC129,431$6.47M0.01%+4,30813F-HRTimelineGroup
True Blue Financial, LLC126,415$6.32M2.67%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA125,222$6.26M<0.01%+3,61113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB109,734$5.49M0.12%+1,06213F-HRTimeline
RWA WEALTH PARTNERS, LLC100,126$5.01M0.05%-6,91713F-HRTimeline
STALEY CAPITAL ADVISERS INC100,000$5M0.19%013F-HRTimeline
NewEdge Advisors, LLC96,788$4.84M0.01%+1,61313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN86,682$4.33M<0.01%+10,26213F-HRTimelineGroup
VICUS CAPITAL85,771$4.29M0.28%-2,04713F-HRTimeline
Plum Street Advisors, LLC85,371$4.27M1.36%+7,88613F-HRTimeline
Vestmark Advisory Solutions, Inc.83,538$4.18M0.04%-14,80213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC82,960$4.15M<0.01%+68,87013F-HRTimelineGroup
Cresset Asset Management, LLC82,919$4.15M0.02%+44613F-HRTimeline
CRUX WEALTH ADVISORS79,972$4M1.39%-1,09913F-HRTimeline
Evolution Advisers, Inc.75,631$3.78M1.39%+1513F-HRTimeline
CX Institutional72,331$3.62M0.1%-1,59113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,631$3.58M0.02%+34813F-HRTimelineGroup
Private Advisor Group, LLC70,689$3.53M0.02%+23,76613F-HRTimeline
Legacy Edge Advisors, LLC68,930$3.45M0.32%-2,51113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding61,705$3.08M+1,964Timeline
BSW Wealth Partners61,429$3.07M0.34%-25,01513F-HRTimeline
Equita Financial Network, Inc.58,118$2.91M0.81%+5,31513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,904$2.9M0.02%-1,50713F-HRTimelineGroup
Balanced Rock Investment Advisors LLC54,965$2.75M1.71%-3,12913F-HRTimeline
One Day In July LLC54,164$2.71M0.19%-71113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,943$2.7M<0.01%+39013F-HRTimelineGroup
&PARTNERS52,896$2.64M0.01%+3,09513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC52,442$2.62M0.03%+4,93513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC51,006$2.55M<0.01%+1,30813F-HRTimelineGroup
BOKF, NAin group BOKF, NA49,511$2.48M0.03%+3,90513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …47,115$2.36M0.02%+14413F-HRTimelineGroup
Farther Finance Advisors, LLC46,715$2.34M0.02%+24,90013F-HRTimeline
CGN Advisors LLC46,095$2.3M0.17%-43313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…46,031$2.3M0.19%13F-HRTimelineGroup
Mascoma Wealth Management LLC45,055$2.25M0.42%+2,81513F-HRTimeline
Strategic Point Investment Advisors, LLC44,645$2.23M0.29%+44013F-HRTimeline
Revolve Wealth Partners, LLC44,588$2.23M0.23%-89413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,949$2.2M<0.01%+8,02513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,612$1.98M<0.01%-49813F-HRTimelineGroup
Sincerus Advisory, LLC37,589$1.88M1.28%-28713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC34,917$1.75M0.07%+5,05013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,386$1.72M<0.01%-74,72713F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding34,108$1.71M+8,474Timeline
Ledyard National Bank33,721$1.69M0.14%+46713F-HRTimeline
Invera Wealth Advisors, LLC33,318$1.67M0.89%-35,97713F-HRTimeline
Falcon Wealth Planning32,406$1.62M0.1%-1,10413F-HRTimeline
Gateway Wealth Partners, LLC32,262$1.61M0.1%-37,29913F-HRTimeline
MML INVESTORS SERVICES, LLC31,724$1.59M<0.01%+2,72913F-HRTimeline
UMB Bank, n.a.30,414$1.52M0.02%-44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Concepts LLC29,672$1.48M0.01%+6,79313F-HRTimeline
CHOREO, LLC27,354$1.37M0.02%-6213F-HRTimeline
Bond & Devick Financial Network, Inc.27,079$1.35M0.33%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,662$1.33M+422Timeline
Curtis Advisory Group, LLC26,524$1.33M0.26%-2,01513F-HRTimeline
Shotwell Rutter Baer Inc26,476$1.32M0.73%+35813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,525$1.26M<0.01%+12,01413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,571$1.23M<0.01%+10,77713F-HRTimelineGroup
Merit Financial Group, LLC24,554$1.23M0.01%-1,96313F-HR/ATimeline
Wescott Financial Advisory Group, LLC24,395$1.22M0.09%-2313F-HRTimeline
HARBOUR INVESTMENTS, INC.24,383$1.22M0.02%+66413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,286$1.16M0.01%-1,43513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC22,619$1.13M0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,454$1.12M<0.01%+5,13113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,449$1.12M<0.01%new13F-HRTimelineGroup
BAILARD, INC.22,073$1.1M0.02%-2,49613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,761$1.09M0.02%+81113F-HRTimelineGroup
PFG Investments, LLC21,259$1.06M0.04%+8,72913F-HRTimeline
WNY Asset Management, LLC21,180$1.06M0.09%+37913F-HRTimeline
McAdam, LLC20,622$1.03M0.04%+2,70713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,404$970K0.04%+5,53413F-HRTimeline
Laurel Wealth Planning LLC19,341$967K0.43%+32213F-HRTimeline
Modern Wealth Management, LLC19,293$964K0.01%+2,23913F-HRTimeline
XY Planning Network, Inc.19,251$962K0.12%+17713F-HRTimeline
First Business Financial Services, Inc.19,006$950K0.07%+7513F-HRTimeline
Milestone Investment Advisors LLC18,830$941K0.2%-1,07813F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS18,643$932K0.44%-7413F-HRTimeline
Diversified Portfolios, Inc.18,631$931K0.07%-66313F-HRTimeline
RMG Wealth Management LLC7,314$858K0.09%new13F-HRTimeline
NorthRock Partners, LLC16,813$840K0.01%-55413F-HRTimeline
SAGE FINANCIAL GROUP INC16,680$834K0.05%+1013F-HRTimeline
Advisory Services Network, LLC16,666$833K0.01%013F-HRTimeline
CENTRAL TRUST Co15,845$792K0.01%-28013F-HRTimeline
Mutual Advisors, LLC15,683$784K0.01%+3,02113F-HRTimeline
Tradition Wealth Management, LLC15,387$769K0.05%-2,01113F-HRTimeline
Sage Advisory Services, Ltd.Co.15,254$763K0.38%+9313F-HRTimeline
Private Wealth Management Group, LLC15,193$759K0.18%-13,77813F-HRTimeline
Focus Financial Network, Inc.14,800$740K0.02%-55713F-HRTimeline
BLUELINE ADVISORS LLC14,337$717K0.5%-6113F-HRTimeline
Walkner Condon Financial Advisors LLC13,971$698K0.08%-14813F-HRTimeline
Per Stirling Capital Management, LLC.13,789$689K0.07%-1913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,655$683K<0.01%-19713F-HRTimelineGroup
ABOUND FINANCIAL, LLC13,256$663K0.26%+1,42013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,053$653K0.01%-6413F-HRTimeline
Paulson Wealth Management Inc.13,005$650K0.14%+51913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,905$645K0.01%+7,00313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,817$641K0.01%+3,20513F-HRTimelineGroup
DDFG, Inc12,699$635K0.13%-17613F-HRTimeline
Steward Partners Investment Advisory, L…12,639$632K<0.01%+1,92013F-HRTimeline
Westview Management dba Westview Invest…12,346$617K0.3%-1,16413F-HRTimeline
Legacy Financial Advisors, Inc.12,234$612K0.07%-24213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,171$608K<0.01%+36713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC12,026$601K0.03%+4513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,990$599K0.01%013F-HRTimelineGroup
Addison Advisors LLC11,947$597K0.28%-20,14013F-HRTimeline
Rossby Financial, LCC11,912$595K0.11%-11913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT11,763$588K0.16%+2,45413F-HRTimeline
D.A. DAVIDSON & CO.11,752$587K<0.01%-26613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC11,715$586K0.03%new13F-HRTimeline
Old Peak Finance LLC11,551$577K0.28%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC11,389$569K0.26%013F-HRTimeline
BlueStem Wealth Partners, LLC11,212$560K0.06%-2,01013F-HRTimeline
Colorado Capital Management, Inc.11,164$558K0.19%013F-HRTimeline
VestGen Advisors, LLC11,128$556K0.02%+10513F-HRTimeline
First Pacific Financial10,713$536K0.06%+5513F-HRTimeline
Emergent Wealth Advisors, LLC10,610$530K0.28%013F-HRTimeline
Creative Planningin group Creative Planning10,444$522K<0.01%+3,00213F-HRTimelineGroup
Maia Wealth LLC10,379$519K0.08%-27513F-HRTimeline
Confluence Wealth Services, Inc.10,326$516K0.01%+5913F-HRTimeline
RTD Financial Advisors, Inc.9,925$496K0.05%+5213F-HRTimeline
ETF Portfolio Partners, Inc.9,803$490K0.12%-36413F-HRTimeline
Chicago Partners Investment Group LLC9,531$482K0.01%013F-HRTimeline
RVW Wealth, LLC9,526$476K0.03%+12413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.9,334$467K0.01%-9013F-HRTimeline
Trademark Financial Management, LLC9,116$456K0.19%-5213F-HRTimeline
Triad Wealth Partners, LLC8,662$454K0.03%+3,63713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,902$445K+5,273Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,881$444K0.04%+66813F-HRTimeline
Estate Counselors, LLC8,830$441K0.04%-35513F-HRTimeline
Compound Planning, Inc.8,645$432K0.01%+3,73613F-HRTimeline
Western Wealth Management, LLC8,587$429K0.01%+51013F-HRTimeline
Orion Porfolio Solutions, LLC8,494$425K<0.01%+69713F-HRTimeline
DeDora Capital, Inc.8,455$423K0.09%+32013F-HRTimeline
Sanctuary Advisors, LLC8,149$407K<0.01%+17613F-HRTimeline
Columbia River Financial Group, LLC7,884$394K0.21%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,738$391K0.04%013F-HRTimeline
Modera Wealth Management, LLC7,799$390K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC7,728$386K0.01%-4013F-HRTimeline
Clearview Wealth Management LLC7,705$385K0.25%013F-HRTimeline
Johnson Bixby & Associates, LLC7,565$378K0.04%-2513F-HRTimeline
Trust Co7,559$378K0.03%-47413F-HRTimeline
Clarity Wealth Development LLC7,554$378K0.21%-1,69213F-HRTimeline
Onyx Bridge Wealth Group LLC7,440$372K0.03%013F-HRTimeline
Wolff Financial Management LLC7,362$368K0.07%013F-HRTimeline
TD Waterhouse Canada Inc.7,329$367K<0.01%-113F-HRTimeline
Sequoia Financial Advisors, LLC7,150$357K<0.01%new13F-HRTimeline
McCartney Wealth Management LLC6,897$345K0.26%-713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,885$344K<0.01%+1,04713F-HRTimelineGroup
Riverwater Partners LLC6,809$340K0.1%-13013F-HRTimeline
Kelman-Lazarov, Inc.6,637$332K0.04%-48413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,489$324K0.01%-17813F-HRTimelineGroup
Savvy Advisors, Inc.6,482$324K0.01%-1,74613F-HRTimeline
Snider Financial Group6,452$323K0.08%013F-HRTimeline
JGP Wealth Management, LLC6,341$317K0.03%+24313F-HRTimeline
MAI Capital Management6,327$316K<0.01%+17813F-HRTimeline
Compton Financial Group, LLC6,312$316K0.06%+5013F-HRTimeline
Winter & Associates, Inc.6,124$306K0.23%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,108$305K0.05%013F-HRTimeline
Trek Financial, LLC6,066$303K0.02%-2,37713F-HRTimeline
Rede Wealth, LLC6,033$302K0.1%+24513F-HRTimeline
Tortoise Investment Management, LLC6,015$301K0.02%013F-HRTimeline
Focused Wealth Management, Inc6,014$301K0.03%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.5,854$293K0.07%-52413F-HRTimeline
Keener Financial Planning LLC5,796$289K0.1%+85313F-HRTimeline
Coastal Bridge Advisors, LLC5,715$286K0.02%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,671$283K0.43%-2,79013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,450$272K0.02%013F-HRTimeline
Summit Financial, LLC5,300$265K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,268$263K<0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC5,218$261K<0.01%013F-HRTimeline
Argyle Capital Partners, LLC5,164$258K0.16%013F-HRTimeline