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Disclosery

NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

273 managers (280 13F filers) reported a position in NULV shares at 2026-06-30, 35,698,134 shares in all. 28 filers opened a position and 23 filers sold out during the quarter.

Managers
273
13F filers
280
New
28
Added
101
Reduced
85
Sold out
23
Shares held by filers
35,698,134

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
Argyle Capital Partners, LLC5,164$258K0.16%013F-HRTimeline
EQ WEALTH ADVISORS, LLC5,147$257K0.14%013F-HRTimeline
Occidental Asset Management, LLC5,058$253K0.03%013F-HRTimeline
Vantage Point Financial LLC5,025$251K0.08%013F-HRTimeline
Stewardship Advisors, LLC4,910$245K0.05%013F-HRTimeline
Avantax Planning Partners, Inc.4,868$243K0.01%-3913F-HRTimeline
WARNER FINANCIAL, INC4,761$238K0.07%new13F-HRTimeline
RFG Advisory, LLC4,743$237K<0.01%-6,00813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,741$237K0.07%+213F-HRTimeline
Institute for Wealth Management, LLC.4,686$234K0.02%new13F-HRTimeline
Key Financial Inc4,681$234K0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC4,508$225K0.03%013F-HRTimeline
Crane Advisory, LLC4,364$225K0.03%new13F-HRTimeline
Foster Group, Inc.4,493$225K0.01%-4013F-HRTimeline
Sentinel Advisory Group, LLC4,438$222K0.09%-14513F-HRTimeline
Relyea Zuckerberg Hanson LLC4,408$220K0.02%-75213F-HR/ATimeline
Fingerlakes Wealth Management, Inc.4,402$220K0.12%new13F-HRTimeline
AIRE ADVISORS, LLC4,355$218K0.04%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,243$212K0.01%-24013F-HRTimelineGroup
HighPoint Advisor Group LLC4,216$211K0.01%new13F-HRTimeline
Betterment LLC4,166$208K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,018$201K<0.01%-2,07013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,974$199K<0.01%013F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,937$197K0.08%-31113F-HRTimeline
Arax Advisory Partners3,688$184K<0.01%013F-HRTimeline
MATHER GROUP, LLC.3,638$182K<0.01%013F-HRTimeline
AE Wealth Management LLC3,145$157K<0.01%-13213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,890$144K0.02%new13F-HRTimelineGroup
Orion Capital Management LLC2,627$131K0.04%+2013F-HRTimeline
Cape Investment Advisory, Inc.2,464$123K0.03%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,428$121K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,336$117K<0.01%-2,74613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,102$105K0.01%+22413F-HRTimeline
Aptus Capital Advisors, LLC2,062$103K<0.01%013F-HRTimeline
Westfuller Advisors, LLC1,965$98.2K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,957$97.8K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.1,867$93.3K0.08%013F-HRTimeline
Buck Wealth Strategies, LLC1,684$84.2K0.01%new13F-HRTimeline
IFG Advisory, LLC1,680$84K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,580$79.2K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,531$77K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,454$72.7K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,392$69.6K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,155$62.1K0.02%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC932$46.7K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS835$41.7K<0.01%new13F-HRTimeline
Triumph Capital Management766$38.3K0.01%013F-HRTimeline
Investors Research Corp737$36.8K0.01%-55113F-HRTimeline
Global Retirement Partners, LLC710$35.5K<0.01%13F-HRTimeline
Sunrise Financial Services, LLC703$35.1K0.02%013F-HRTimeline
CDKV HOLDINGS LLC700$35K0.03%-68213F-HRTimeline
BOK Financial Private Wealth, Inc.635$31.7K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.608$30.4K0.01%013F-HRTimeline
IFP Advisors, Inc484$24.2K<0.01%-1,32913F-HRTimeline
SHP Wealth Management474$23.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC430$21.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC425$21.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.382$19K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Continuum Advisory, LLC262$13.1K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC239$11.9K<0.01%+613F-HRTimeline
Kroeger Financial Partners226$11.3K0.01%13F-HRTimeline
GW&K Investment Management, LLC230$11K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC212$10.6K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…181$9.05K<0.01%013F-HRTimeline
Investors Portfolio Services LLC178$8.89K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…170$8.5K<0.01%013F-HRTimelineGroup
Capitol Family Office, Inc.134$6.7K0.01%013F-HRTimeline
Redwood Park Advisors LLC111$5.54K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.78$3.89K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC71$3.55K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56$2.8K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…53$2.65K<0.01%new13F-HRTimelineGroup
Cheviot Value Management, LLC42$2.1K<0.01%013F-HRTimeline