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NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

248 managers (252 13F filers) reported a position in NULV shares at 2024-12-31, 36,787,295 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
248
13F filers
252
New
12
Added
113
Reduced
70
Sold out
17
Shares held by filers
36,787,295

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Arax Advisory Partners3,688$145K0.01%new13F-HRTimeline
MATHER GROUP, LLC.3,638$143K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.3,522$139K0.01%013F-HRTimeline
Keener Financial Planning LLC3,492$137K0.08%-14813F-HRTimeline
Global Retirement Partners, LLC3,284$129K<0.01%+98913F-HRTimeline
CoreCap Advisors, LLC3,071$121K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,828$111K<0.01%-3613F-HRTimeline
Wood Tarver Financial Group, LLC2,592$102K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.2,590$102K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC2,572$101K0.01%13F-HRTimeline
Balefire, LLC2,449$96.2K0.03%013F-HRTimeline
Key Financial Inc2,301$90.6K0.02%-1,41013F-HRTimeline
McIlrath & Eck, LLC2,177$85.7K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,145$84.4K0.01%+11013F-HRTimeline
Hurley Capital, LLC2,050$81.2K0.07%13F-HRTimeline
Milestone Investment Advisors LLC2,060$81.1K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,952$76.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,804$71K<0.01%+18313F-HRTimeline
Millstone Evans Group, LLC1,454$57.2K0.04%13F-HRTimeline
Northwest Capital Management Inc1,444$56.9K0.02%+83813F-HRTimeline
AE Wealth Management LLC1,172$46.1K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,166$45.9K0.03%13F-HRTimeline
Front Row Advisors LLC1,155$45.5K0.02%013F-HRTimeline
Investors Research Corp1,103$43.4K0.01%+58113F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,100$43.3K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,048$41.3K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,012$39.8K<0.01%+30013F-HRTimelineGroup
Avalon Trust Co833$32.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…727$28.6K<0.01%+55713F-HRTimelineGroup
Kimelman & Baird, LLC662$26.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC623$24.5K<0.01%13F-HRTimeline
Orion Capital Management LLC470$18.5K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC433$17K<0.01%-2113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC425$16.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC382$15K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…346$13.6K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.340$13.4K<0.01%+713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …339$13K<0.01%-23613F-HRTimelineGroup
Continuum Advisory, LLC262$10.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC230$9.05K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.224$8.82K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC208$8.19K<0.01%+1113F-HRTimeline
AllSquare Wealth Management LLC156$6.14K<0.01%013F-HRTimeline
Redwood Park Advisors LLC109$4.29K<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$3.94K<0.01%-2,75913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.78$3.07K<0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC11,233$442M-40513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.