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Disclosery

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,566,513$534M0.05%-427,29113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,930,798$155M0.47%+34,02813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,999,322$78.7M0.01%+476,08913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,367,739$53.8M+75,427Timeline
MORGAN STANLEYin group MORGAN STANLEY1,162,721$45.8M<0.01%+17,41213F-HR/ATimelineGroup
LPL Financial LLC1,087,180$42.8M0.02%+26,60913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…850,422$35.5M0.07%-91,04913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC764,768$30.1M0.04%+99,60413F-HRTimeline
Forefront Analytics, LLC638,823$25.2M11.7%-55,81313F-HRTimeline
UBS Group AGin group UBS Group AG625,599$24.6M0.01%-32,67913F-HRTimelineGroup
Money Design Co.,Ltd.531,047$20.9M1.07%+75513F-HRTimeline
Cambridge Investment Research Advisors,…490,188$19.3M0.06%+1,19313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV451,554$17.8M0.04%+43,80113F-HRTimeline
Empirical Financial Services, LLC d.b.a…392,218$15.4M0.42%+11,87213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC316,675$12.5M0.08%+40,99813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC308,997$12.2M<0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC278,770$11M<0.01%+7,28613F-HRTimelineGroup
O'Brien Wealth Partners LLC272,966$10.7M1.94%+6,38813F-HRTimeline
Beacon Pointe Advisors, LLC268,284$10.6M0.12%+28,96613F-HRTimeline
Mariner, LLCin group Mariner, LLC224,243$8.83M0.01%+2,02613F-HRTimelineGroup
Fund Evaluation Group, LLC216,646$8.53M0.4%+49,70713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS213,971$8.42M0.02%+2,00413F-HRTimeline
Vestmark Advisory Solutions, Inc.203,921$8.03M0.28%+8,25413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding190,653$7.51M-77,998Timeline
MISSION WEALTH MANAGEMENT, LP188,720$7.43M0.18%+1,26313F-HRTimeline
Allworth Financial LP178,012$7.26M0.04%+2,32013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp184,016$7.24M<0.01%+30,13813F-HRTimelineGroup
HighTower Advisors, LLC177,062$6.97M0.01%+3,15813F-HRTimeline
RWA WEALTH PARTNERS, LLC161,716$6.37M0.08%+2,43613F-HRTimeline
Cetera Investment Advisers152,980$6.02M0.01%-7,86913F-HRTimeline
CGC Financial Services, LLC150,630$5.93M2.36%-1,15013F-HRTimeline
Clarity Asset Management, Inc.142,095$5.59M3.64%-1,24513F-HRTimeline
REGATTA CAPITAL GROUP, LLC140,687$5.54M1.07%+8,42213F-HRTimeline
EASTERN BANK138,535$5.45M0.1%-2,91413F-HRTimeline
NewEdge Advisors, LLC137,712$5.42M0.03%+58013F-HRTimeline
BSW Wealth Partners137,420$5.41M0.79%-8,33013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP126,217$4.97M0.01%-134,20713F-HRTimelineGroup
FMR LLCin group FMR LLC124,895$4.92M<0.01%+33,72213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC118,382$4.66M0.21%+11,80513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,856$4.01M<0.01%-3,64113F-HRTimelineGroup
Invera Wealth Advisors, LLC95,512$3.91M3.87%-1,14513F-HRTimeline
VICUS CAPITAL98,337$3.87M0.34%+3,26913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91,872$3.62M0.01%+6,07513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB87,318$3.44M0.06%-12,04913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC86,308$3.4M0.75%-1,13913F-HRTimeline
STALEY CAPITAL ADVISERS INC85,000$3.35M0.15%013F-HRTimeline
WNY Asset Management, LLC84,422$3.32M0.41%-1,55613F-HRTimeline
One Day In July LLC84,082$3.31M0.35%+51213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,693$3.1M0.03%-9013F-HRTimelineGroup
Mascoma Wealth Management LLC72,590$2.86M0.72%-1,70513F-HRTimeline
Opes Wealth Management LLC71,659$2.82M0.58%+8913F-HRTimeline
Cresset Asset Management, LLC69,606$2.74M0.01%+3,57313F-HRTimeline
Merit Financial Group, LLC66,620$2.62M0.05%+3,27613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC64,832$2.55M<0.01%+3,08713F-HRTimelineGroup
CX Institutional64,450$2.54M0.1%-4,32413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,814$2.47M<0.01%+8,97913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC62,511$2.46M0.02%-3,52113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO62,079$2.44M0.04%-1,88613F-HRTimeline
Evolution Advisers, Inc.56,355$2.22M1.21%-5813F-HRTimeline
LongView Asset Management LLC54,743$2.16M1.88%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…54,332$2.14M0.21%-4,06613F-HRTimelineGroup
EP Wealth Advisors, LLC54,276$2.14M0.02%-31,07913F-HRTimeline
Plum Street Advisors, LLC50,783$2M0.99%+12,60313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,194$1.94M<0.01%+45913F-HRTimelineGroup
Legacy Edge Advisors, LLC47,928$1.88M0.3%+4,83513F-HRTimeline
Strategic Point Investment Advisors, LLC47,515$1.87M0.3%+24513F-HRTimeline
Balanced Rock Investment Advisors LLC47,238$1.86M1.47%+2,41113F-HRTimeline
BOKF, NAin group BOKF, NA46,942$1.83M0.03%-52013F-HRTimelineGroup
Equita Financial Network, Inc.45,209$1.78M0.64%+2,14513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,140$1.74M<0.01%+11,27213F-HRTimelineGroup
Private Advisor Group, LLC42,475$1.67M0.01%+69513F-HRTimeline
UMB Bank, n.a.40,319$1.59M0.03%-1,56613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CGN Advisors LLC39,626$1.56M0.15%+7,63413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.39,332$1.55M0.2%+37,04813F-HRTimeline
WealthShield Partners, LLC37,060$1.46M0.21%+5,36613F-HRTimeline
Revolve Wealth Partners, LLC36,241$1.43M0.21%+3,00913F-HR/ATimeline
Sincerus Advisory, LLC35,044$1.38M1.48%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,381$1.31M0.01%-5,92113F-HRTimelineGroup
BAILARD, INC.33,227$1.31M0.03%+1,65013F-HRTimeline
Addison Advisors LLC32,736$1.29M0.36%-14013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,578$1.24M<0.01%+15813F-HRTimelineGroup
PrairieView Partners, LLC30,933$1.22M0.13%-2,27513F-HRTimeline
Gateway Wealth Partners, LLC30,474$1.2M0.31%+71413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,904$1.18M<0.01%+5,31813F-HRTimelineGroup
Trademark Financial Management, LLC27,466$1.08M0.86%+9,93913F-HRTimeline
Focus Financial Network, Inc.26,791$1.05M0.04%+2,70013F-HRTimeline
Private Wealth Management Group, LLC26,062$1.03M0.39%-21213F-HRTimeline
CHOREO, LLC25,669$1.01M0.01%013F-HRTimeline
Curtis Advisory Group, LLC25,501$1M0.27%-22813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding25,434$1M-4,032Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,360$998K+34Timeline
Bond & Devick Financial Network, Inc.23,568$983K0.42%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,937$982K0.07%-23,41313F-HRTimeline
Johnson Bixby & Associates, LLC24,740$974K0.15%+80513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,521$965K0.04%+8,24013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,530$926K0.01%013F-HRTimelineGroup
NorthRock Partners, LLC22,980$905K0.03%-1,29313F-HR/ATimeline
Stewardship Advisors, LLC22,877$901K0.25%-79,51813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,839$900K<0.01%-1,51413F-HR/ATimelineGroup
Shotwell Rutter Baer Inc23,030$896K0.75%-97113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.22,389$881K1.5%-25013F-HRTimeline
First Business Financial Services, Inc.21,653$852K0.08%-4113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,015$827K0.02%+95813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,936$824K<0.01%+1,61213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC20,859$821K<0.01%+3,66013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,608$811K0.02%+80213F-HRTimelineGroup
Better Money Decisions, LLC20,449$805K0.56%+97613F-HRTimeline
HTLF Bank20,026$788K0.09%013F-HRTimeline
Per Stirling Capital Management, LLC.19,325$761K0.11%+2,78013F-HRTimeline
Onyx Bridge Wealth Group LLC19,058$750K0.11%+4,48713F-HRTimeline
Diversified Portfolios, Inc.18,870$743K0.08%+32013F-HRTimeline
ABOUND FINANCIAL, LLC18,647$734K0.37%13F-HRTimeline
Advisory Services Network, LLC18,345$722K0.01%-42713F-HRTimeline
Falcon Wealth Planning18,119$713K0.08%-1,42613F-HRTimeline
BlueStem Wealth Partners, LLC17,861$703K0.09%13F-HRTimeline
SAGE FINANCIAL GROUP INC17,247$679K0.05%-87113F-HRTimeline
Integrated Wealth Concepts LLC16,986$669K0.01%+6,16013F-HRTimeline
Tradition Wealth Management, LLC16,876$664K0.06%-2,41513F-HRTimeline
Wescott Financial Advisory Group, LLC16,797$661K0.07%+1,98213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,769$660K<0.01%+6,37213F-HR/ATimeline
One Capital Management, LLC16,504$650K0.02%-2,93413F-HRTimeline
HILL ISLAND FINANCIAL LLC16,051$632K0.18%+33013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,970$629K<0.01%+6,65513F-HRTimeline
Rossby Financial, LCC15,415$607K0.38%13F-HRTimeline
Sage Advisory Services, Ltd.Co.14,943$588K0.35%+5,07413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,875$586K<0.01%+3413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC14,086$555K0.11%-2,30113F-HRTimeline
McAdam, LLC14,026$552K0.03%+4,01213F-HRTimeline
Legacy Financial Advisors, Inc.13,716$540K0.09%013F-HRTimeline
GTS SECURITIES LLC13,413$528K0.03%new13F-HRTimeline
SeaCrest Wealth Management, LLC12,574$495K0.05%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,511$493K<0.01%+65513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,496$492K0.02%-1013F-HRTimelineGroup
Maia Wealth LLC11,755$486K0.1%+1,84013F-HRTimeline
Laurel Wealth Planning LLC12,106$477K0.31%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,923$469K0.18%13F-HRTimeline
Modera Wealth Management, LLC11,910$469K0.01%-1,21613F-HRTimeline
D.A. DAVIDSON & CO.11,757$463K<0.01%-2,78713F-HRTimeline
Steward Partners Investment Advisory, L…11,405$449K<0.01%+22513F-HRTimeline
RTD Financial Advisors, Inc.11,402$449K0.06%+36513F-HRTimeline
PFG Investments, LLC11,336$446K0.03%+41813F-HRTimeline
Avantax Planning Partners, Inc.11,244$443K0.02%-1,29513F-HRTimeline
Confluence Wealth Services, Inc.10,667$437K0.03%+10113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,060$435K<0.01%-11,50713F-HRTimelineGroup
LexAurum Advisors, LLC11,022$434K0.09%+45813F-HRTimeline
XY Planning Network, Inc.10,962$432K0.32%13F-HRTimeline
DDFG, Inc10,919$430K0.12%-62713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,912$430K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,870$428K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning10,857$427K<0.01%+4,49513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,459$412K0.01%-7,98513F-HRTimelineGroup
WASHINGTON TRUST Co10,260$404K0.01%013F-HRTimeline
Emergent Wealth Advisors, LLC10,146$399K0.29%013F-HRTimeline
Colorado Capital Management, Inc.9,832$387K0.19%013F-HRTimeline
Parkside Financial Bank & Trust9,820$387K0.05%013F-HRTimeline
Paulson Wealth Management Inc.9,704$382K0.1%+27413F-HRTimeline
First Pacific Financial9,577$377K0.09%+11213F-HRTimeline
Chicago Partners Investment Group LLC9,098$360K0.01%+15813F-HRTimeline
Columbia River Financial Group, LLC8,904$350K0.24%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,799$346K0.01%+35513F-HRTimelineGroup
Trust Co8,722$343K0.04%+44213F-HRTimeline
Clarity Wealth Development LLC8,330$341K0.37%13F-HRTimeline
OBSIDIAN CIO, LLC8,639$340K0.06%-70113F-HRTimeline
CENTRAL TRUST Co8,636$340K0.01%-1,07813F-HRTimeline
ETF Portfolio Partners, Inc.8,623$339K0.1%-4,17913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,812$308K0.01%new13F-HRTimelineGroup
Trek Financial, LLC7,781$306K0.02%-19213F-HRTimeline
Sanctuary Advisors, LLC7,364$304K<0.01%-56513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,616$300K<0.01%+39113F-HRTimelineGroup
Rede Wealth, LLC7,453$293K0.11%+2713F-HRTimeline
Independent Advisor Alliance7,229$285K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC7,215$284K0.03%013F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,162$282K0.01%013F-HRTimelineGroup
RVW Wealth, LLC7,074$279K0.03%+4813F-HRTimeline
Relyea Zuckerberg Hanson LLC7,012$276K0.04%013F-HRTimeline
Wolff Financial Management LLC7,022$276K0.08%+14413F-HRTimeline
Sonoma Private Wealth LLC6,951$274K0.44%-35213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,943$273K0.03%+36213F-HR/ATimeline
Lifelong Wealth Advisors, Inc.6,942$273K0.12%13F-HRTimeline
Kelman-Lazarov, Inc.6,822$269K0.05%-67513F-HRTimeline
Davis Wealth Advisors, LLC6,612$260K0.29%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,402$252K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,345$250K<0.01%013F-HRTimelineGroup
MAI Capital Management6,128$241K<0.01%+28113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,017$237K0.11%+7413F-HRTimeline
&PARTNERS5,891$232K<0.01%+97013F-HRTimeline
Financial Advocates Investment Manageme…5,829$229K0.01%+6113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,799$228K0.01%+91313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,714$225K0.12%+3113F-HRTimeline
RHS Financial, LLC5,553$219K0.11%new13F-HRTimeline
Occidental Asset Management, LLC5,452$215K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,450$215K0.02%013F-HRTimeline
AIFG Consultants Ltd.5,327$210K0.34%-12,46513F-HRTimeline
Empower Advisory Group, LLC5,319$209K<0.01%+3413F-HRTimeline
Hilltop Partners LLC5,297$209K0.07%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,168$203K<0.01%+4,13313F-HRTimelineGroup
Ramiah Investment Group5,144$203K0.18%-15313F-HRTimeline
TD Waterhouse Canada Inc.4,701$185K<0.01%-8613F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC4,683$184K0.07%+44413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,998$157K<0.01%-13013F-HRTimelineGroup