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Disclosery

NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

272 managers (275 13F filers) reported a position in NULV shares at 2025-12-31, 35,981,054 shares in all. 19 filers opened a position and 14 filers sold out during the quarter.

Managers
272
13F filers
275
New
19
Added
105
Reduced
96
Sold out
14
Shares held by filers
35,981,054

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Institute for Wealth Management, LLC.6,047$272K0.03%-3,72013F-HRTimeline
Compound Planning, Inc.6,007$271K0.01%-33113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,902$266K0.01%013F-HRTimeline
Triad Wealth Partners, LLC5,809$262K0.02%-55213F-HRTimeline
Vantage Point Financial LLC5,809$262K0.09%-55213F-HRTimeline
Rede Wealth, LLC5,662$255K0.09%new13F-HRTimeline
Sunrise Financial Services, LLC5,572$251K0.19%13F-HRTimeline
Indivisible Partners5,526$249K0.03%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,450$246K0.02%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,442$245K0.09%+4113F-HRTimeline
EQ WEALTH ADVISORS, LLC5,431$245K0.14%new13F-HRTimeline
RHS Financial, LLC5,297$239K0.12%-413F-HRTimeline
Avantax Planning Partners, Inc.5,232$236K0.01%-62813F-HRTimeline
Argyle Capital Partners, LLC5,164$233K0.17%013F-HRTimeline
Hilltop Partners LLC5,162$233K0.06%-44813F-HRTimeline
Relyea Zuckerberg Hanson LLC5,160$232K0.02%-1,13213F-HRTimeline
Occidental Asset Management, LLC5,058$228K0.03%+2213F-HRTimeline
Keener Financial Planning LLC4,964$223K0.1%+1,16513F-HRTimeline
Stewardship Advisors, LLC4,910$221K0.05%013F-HRTimeline
Snider Financial Group4,882$220K0.06%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,870$219K-14,975Timeline
Betterment LLC4,834$218K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,838$218K<0.01%new13F-HRTimeline
Foster Group, Inc.4,686$211K0.01%new13F-HRTimeline
Key Financial Inc4,681$211K0.04%013F-HRTimeline
Abacus Planning Group, Inc.4,589$207K0.03%013F-HRTimeline
Capital Advisors Wealth Management, LLC4,508$203K0.03%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,502$203K0.02%-32213F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,977$179K0.09%-13113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,974$179K<0.01%013F-HRTimelineGroup
Arax Advisory Partners3,688$166K<0.01%013F-HRTimeline
COMERICA BANK3,224$145K<0.01%-2,00013F-HRTimeline
Cape Investment Advisory, Inc.2,874$129K0.04%-22313F-HRTimeline
BLAIR WILLIAM & CO/IL2,428$109K<0.01%013F-HRTimeline
DAGCO, INC.2,183$98.3K0.02%+3513F-HRTimeline
Millstone Evans Group, LLC2,063$92.9K0.05%+60913F-HRTimeline
Aptus Capital Advisors, LLC2,062$92.9K<0.01%+13513F-HRTimeline
Smartleaf Asset Management LLC1,989$90.3K<0.01%+1,30913F-HRTimeline
Westfuller Advisors, LLC1,965$88.5K0.04%+3213F-HRTimeline
CoreCap Advisors, LLC1,957$88.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,878$84.6K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.1,867$84.1K0.08%13F-HRTimeline
IFP Advisors, Inc1,813$81.7K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management1,531$69K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,392$62.7K<0.01%013F-HRTimelineGroup
CDKV HOLDINGS LLC1,382$62.3K0.05%13F-HRTimeline
Orion Capital Management LLC1,371$61.8K0.02%+90113F-HRTimeline
Investors Research Corp1,314$59.2K0.01%-57713F-HRTimeline
Front Row Advisors LLC1,155$52K0.02%013F-HRTimeline
Triumph Capital Management766$34.5K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC660$29.8K<0.01%+1013F-HRTimeline
BOK Financial Private Wealth, Inc.635$28.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC633$28.5K<0.01%-26213F-HRTimeline
Kingdom Financial Group LLC.608$27.4K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC557$25.1K<0.01%013F-HRTimeline
SHP Wealth Management474$21.4K<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC425$19.1K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.382$17K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC244$11K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…216$9.73K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC215$9.69K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC180$8.11K<0.01%013F-HRTimeline
Investors Portfolio Services LLC178$8.01K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…170$7.66K<0.01%013F-HRTimelineGroup
Capitol Family Office, Inc.134$6.04K0.01%-513F-HRTimeline
OBSIDIAN CIO, LLC114$5.14K0.01%-6,43213F-HRTimeline
Redwood Park Advisors LLC111$4.99K<0.01%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$4.5K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.78$3.51K<0.01%013F-HRTimeline
Scarborough Advisors, LLC73$3.29K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…61$2.75K<0.01%+113F-HRTimelineGroup
Cheviot Value Management, LLC42$1.97K<0.01%013F-HRTimeline