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Disclosery

NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

255 managers (258 13F filers) reported a position in NULV shares at 2025-09-30, 35,668,040 shares in all. 20 filers opened a position and 13 filers sold out during the quarter.

Managers
255
13F filers
258
New
20
Added
95
Reduced
81
Sold out
13
Shares held by filers
35,668,040

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$226K0.16%+11913F-HRTimeline
Occidental Asset Management, LLC5,036$221K0.03%013F-HRTimeline
Stewardship Advisors, LLC4,910$215K0.05%-5013F-HRTimeline
Snider Financial Group4,882$214K0.06%013F-HRTimeline
Betterment LLC4,834$212K<0.01%-1,64613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,824$211K0.03%+1013F-HR/ATimelineGroup
Key Financial Inc4,681$205K0.04%+2,38013F-HRTimeline
Abacus Planning Group, Inc.4,589$201K0.03%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,571$200K0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC4,108$180K0.08%-50913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,974$174K<0.01%new13F-HRTimelineGroup
Keener Financial Planning LLC3,799$166K0.08%+24413F-HRTimeline
CGC Financial Services, LLC3,708$163K0.04%013F-HRTimeline
Arax Advisory Partners3,688$162K<0.01%013F-HRTimeline
MATHER GROUP, LLC.3,638$159K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3,097$136K0.13%013F-HRTimeline
Wealthspire Advisors, LLC2,673$117K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,428$106K<0.01%013F-HRTimeline
DAGCO, INC.2,148$94.1K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,957$85.8K<0.01%013F-HRTimeline
Westfuller Advisors, LLC1,933$84.7K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC1,927$84.5K<0.01%+12313F-HRTimeline
Investors Research Corp1,891$82.9K0.02%-1113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,878$82.3K0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,531$67K0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,493$65.4K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,454$63.7K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,392$61K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,155$50.6K0.02%013F-HRTimeline
Global Retirement Partners, LLC895$39.2K<0.01%-2,38813F-HRTimeline
Smartleaf Asset Management LLC680$29.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC650$28.5K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.635$27.8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC557$24.4K<0.01%013F-HRTimeline
Orion Capital Management LLC470$20.6K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC431$18.9K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC425$18.6K0.01%013F-HR/ATimeline
Noble Wealth Management PBC400$17.5K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…380$16.7K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …339$15K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.272$11.9K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC244$10.7K<0.01%-8213F-HRTimeline
Federation des caisses Desjardins du Qu…216$9.47K<0.01%-13013F-HRTimeline
Tradewinds Capital Management, LLC215$9.42K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC180$7.89K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…170$7.45K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC156$6.84K<0.01%013F-HRTimeline
Capitol Family Office, Inc.139$6.09K0.01%013F-HRTimeline
Redwood Park Advisors LLC109$4.78K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$4.38K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…94$4.12K<0.01%-7,69713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.78$3.41K<0.01%013F-HRTimeline
Scarborough Advisors, LLC73$3.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…60$2.63K<0.01%-37413F-HRTimelineGroup
Cheviot Value Management, LLC42$1.88K<0.01%-4413F-HRTimeline