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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 2025-06-30, 35,791,973 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
253
13F filers
257
New
13
Added
100
Reduced
95
Sold out
14
Shares held by filers
35,791,973

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Snider Financial Group4,882$205K0.06%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,814$202K0.01%new13F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC4,617$194K0.08%-94213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,998$168K<0.01%013F-HRTimelineGroup
CGC Financial Services, LLC3,708$155K0.05%-150,97613F-HRTimeline
Arax Advisory Partners3,688$155K0.01%-3,68813F-HRTimeline
Keener Financial Planning LLC3,555$149K0.07%013F-HRTimeline
Global Retirement Partners, LLC3,283$138K<0.01%13F-HRTimeline
Parallel Advisors, LLC3,200$134K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3,097$130K0.05%+50713F-HRTimeline
Wood Tarver Financial Group, LLC2,905$121K0.04%+31313F-HRTimeline
Milestone Investment Advisors LLC2,750$115K0.03%+39613F-HRTimeline
BLAIR WILLIAM & CO/IL2,428$102K<0.01%013F-HRTimeline
Key Financial Inc2,301$96.4K0.02%013F-HRTimeline
McIlrath & Eck, LLC2,177$91.2K0.01%013F-HRTimeline
DAGCO, INC.2,148$90K0.03%+313F-HRTimeline
CoreCap Advisors, LLC1,957$82K<0.01%013F-HRTimeline
Investors Research Corp1,902$79.7K0.02%+30213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,878$78.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,804$75.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,454$60.9K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,392$58.3K<0.01%+38013F-HR/ATimelineGroup
Front Row Advisors LLC1,155$48.4K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,100$46.1K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.914$38.3K<0.01%-45613F-HRTimeline
Smartleaf Asset Management LLC680$28.3K<0.01%+24713F-HRTimeline
Kimelman & Baird, LLC662$27.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC650$27.2K<0.01%+2713F-HRTimeline
BOK Financial Private Wealth, Inc.635$26.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC557$23.3K<0.01%013F-HRTimeline
AE Wealth Management LLC536$22.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT535$22.4K<0.01%-17913F-HRTimeline
Orion Capital Management LLC470$19.7K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…434$18.2K<0.01%-59,09613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC431$18.1K<0.01%+20113F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC425$17.8K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…380$15.9K0.01%+513F-HRTimeline
Federation des caisses Desjardins du Qu…346$14.5K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …339$14K<0.01%013F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC326$13.7K<0.01%-89313F-HRTimeline
Tradewinds Capital Management, LLC215$9.01K<0.01%013F-HRTimeline
Stephens Consulting, LLC189$7.92K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…170$7.13K<0.01%-21313F-HRTimelineGroup
AllSquare Wealth Management LLC156$6.54K<0.01%013F-HRTimeline
Capitol Family Office, Inc.139$5.83K0.01%013F-HRTimeline
Redwood Park Advisors LLC109$4.57K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$4.19K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC86$3.62K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.78$3.26K<0.01%013F-HRTimeline
Scarborough Advisors, LLC73$3.06K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp47$1.97K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Harbor Asset Planning, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.