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Disclosery

NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

253 managers (257 13F filers) reported a position in NULV shares at 2025-03-31, 36,072,315 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
253
13F filers
257
New
22
Added
81
Reduced
108
Sold out
17
Shares held by filers
36,072,315

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC3,998$162K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.3,638$147K<0.01%013F-HRTimeline
Keener Financial Planning LLC3,555$143K0.09%+6313F-HRTimeline
COMERICA BANK3,208$130K<0.01%new13F-HRTimeline
Parallel Advisors, LLC3,200$130K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC2,592$105K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.2,590$105K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,428$98.3K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC2,396$97K0.01%-17613F-HRTimeline
Milestone Investment Advisors LLC2,354$95.3K0.03%+29413F-HRTimeline
Key Financial Inc2,301$93.2K0.02%013F-HRTimeline
McIlrath & Eck, LLC2,177$88.1K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,145$86.9K0.01%013F-HRTimeline
DAGCO, INC.2,145$86.9K0.03%new13F-HRTimeline
CoreCap Advisors, LLC1,957$79.2K<0.01%-1,11413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,878$76K0.01%-7413F-HRTimeline
Aptus Capital Advisors, LLC1,804$73.1K<0.01%013F-HRTimeline
Investors Research Corp1,600$64.8K0.01%+49713F-HRTimeline
Millstone Evans Group, LLC1,454$58.9K0.04%013F-HRTimeline
Northwest Capital Management Inc1,444$58.5K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,370$55.5K0.01%-37,96213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,219$49.4K<0.01%new13F-HRTimeline
Front Row Advisors LLC1,155$46.8K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,100$44.5K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,012$41K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC940$38.1K0.03%-22613F-HRTimeline
TRUST CO OF VERMONT714$28.9K<0.01%new13F-HRTimeline
Kimelman & Baird, LLC662$26.8K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.635$25.7K<0.01%-2,88713F-HRTimeline
Golden State Wealth Management, LLC623$25.2K<0.01%013F-HR/ATimeline
Princeton Global Asset Management LLC557$22.6K<0.01%-49113F-HRTimeline
AE Wealth Management LLC536$21.7K<0.01%-63613F-HRTimeline
Orion Capital Management LLC470$19K0.01%013F-HRTimeline
Smartleaf Asset Management LLC433$17.3K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC425$17.2K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…383$15.5K<0.01%-34413F-HRTimelineGroup
Flaharty Asset Management, LLC382$15.5K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC382$15.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…375$15.2K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…346$14K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …339$14K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC262$10.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC230$9.05K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC215$8.71K<0.01%+713F-HRTimeline
AllSquare Wealth Management LLC156$6.32K<0.01%013F-HRTimeline
Capitol Family Office, Inc.139$5.63K0.01%new13F-HR/ATimeline
Redwood Park Advisors LLC109$4.41K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$4.05K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC86$3.39K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.78$3.15K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp47$1.9K<0.01%new13F-HRTimelineGroup
Keystone Global Partners, LLC1$40<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.