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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,528,818$548M0.05%-37,69513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,860,977$156M0.49%-69,82113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,022,127$81.9M0.01%+22,80513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,330,029$53.9M-37,710Timeline
LPL Financial LLC1,310,942$53.1M0.02%+223,76213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,196,185$48.4M<0.01%+33,46413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC808,263$32.7M0.05%+43,49513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…642,293$27.3M0.06%-208,12913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG555,404$22.5M<0.01%-70,19513F-HRTimelineGroup
Forefront Analytics, LLC555,012$22.5M25.85%-83,81113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV471,440$19.1M0.04%+19,88613F-HRTimeline
Cambridge Investment Research Advisors,…468,325$19M0.06%-21,86313F-HRTimeline
Empirical Financial Services, LLC d.b.a…390,907$15.8M0.41%-1,31113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC324,248$13.1M<0.01%+15,25113F-HRTimelineGroup
Beacon Pointe Advisors, LLC310,612$12.6M0.14%+42,32813F-HRTimeline
EASTERN BANK306,033$12.4M0.24%+167,49813F-HRTimeline
O'Brien Wealth Partners LLC270,778$11M2.04%-2,18813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC255,709$10.4M<0.01%-23,06113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC227,390$9.21M0.02%+3,14713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS217,594$8.81M0.02%+3,62313F-HRTimeline
Fund Evaluation Group, LLC217,969$8.8M0.38%+1,32313F-HRTimeline
Money Design Co.,Ltd.211,697$8.57M0.43%-319,35013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP205,816$8.33M0.21%+17,09613F-HRTimeline
Vestmark Advisory Solutions, Inc.203,040$8.22M0.21%-88113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC185,756$7.52M<0.01%new13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp181,429$7.35M<0.01%-2,58713F-HRTimelineGroup
HighTower Advisors, LLC173,110$7.01M0.01%-3,95213F-HRTimeline
Allworth Financial LP177,337$6.87M0.04%-67513F-HRTimeline
RWA WEALTH PARTNERS, LLC159,779$6.47M0.08%-1,93713F-HRTimeline
CGC Financial Services, LLC154,684$6.26M2.48%+4,05413F-HRTimeline
FMR LLCin group FMR LLC151,959$6.15M<0.01%+27,06413F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC142,757$5.78M1.12%+2,07013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP140,081$5.67M0.01%+13,86413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC131,748$5.33M0.25%+13,36613F-HRTimelineGroup
Cetera Investment Advisers130,943$5.3M0.01%-22,03713F-HRTimeline
BSW Wealth Partners121,048$4.9M0.74%-16,37213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding119,658$4.84M-70,995Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,962$4.33M<0.01%+5,10613F-HR/ATimelineGroup
VICUS CAPITAL96,333$3.9M0.36%-2,00413F-HRTimeline
Clarity Asset Management, Inc.95,711$3.88M2.49%-46,38413F-HRTimeline
Invera Wealth Advisors, LLC95,330$3.86M2.49%-18213F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC94,098$3.81M0.01%+2,22613F-HRTimelineGroup
NewEdge Advisors, LLC92,059$3.73M0.02%-45,65313F-HRTimeline
Wilmington Savings Fund Society, FSB86,057$3.48M0.07%-1,26113F-HRTimeline
Opes Wealth Management LLC85,329$3.45M0.7%+13,67013F-HRTimeline
STALEY CAPITAL ADVISERS INC85,000$3.44M0.16%013F-HRTimeline
One Day In July LLC83,478$3.38M0.34%-60413F-HRTimeline
WNY Asset Management, LLC83,359$3.38M0.4%-1,06313F-HRTimeline
Cresset Asset Management, LLC73,500$2.98M0.01%+3,89413F-HRTimeline
CX Institutional63,845$2.58M0.1%-60513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC62,544$2.53M0.56%-23,76413F-HRTimeline
Evolution Advisers, Inc.61,312$2.48M1.31%+4,95713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC60,812$2.46M0.02%-1,69913F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC60,630$2.45M<0.01%-4,20213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,530$2.41M<0.01%-3,28413F-HRTimelineGroup
Mascoma Wealth Management LLC58,664$2.38M0.59%-13,92613F-HRTimeline
Legacy Edge Advisors, LLC58,571$2.37M0.37%+10,64313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,257$2.28M<0.01%+7,06313F-HRTimelineGroup
One Capital Management, LLC55,527$2.25M0.08%+39,02313F-HRTimeline
EP Wealth Advisors, LLC53,641$2.17M0.02%-63513F-HRTimeline
Plum Street Advisors, LLC52,568$2.13M1.03%+1,78513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…52,482$2.12M0.21%-1,85013F-HRTimelineGroup
LongView Asset Management LLC52,393$2.12M1.82%-2,35013F-HRTimeline
Equita Financial Network, Inc.49,367$2M0.7%+4,15813F-HRTimeline
Strategic Point Investment Advisors, LLC47,450$1.92M0.32%-6513F-HRTimeline
BOKF, NAin group BOKF, NA46,937$1.9M0.03%-513F-HRTimelineGroup
Balanced Rock Investment Advisors LLC46,741$1.89M1.51%-49713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …46,059$1.86M0.02%new13F-HRTimelineGroup
Merit Financial Group, LLC45,493$1.84M0.03%-21,12713F-HRTimeline
Revolve Wealth Partners, LLC43,693$1.77M0.26%+7,45213F-HRTimeline
CGN Advisors LLC40,696$1.65M0.16%+1,07013F-HRTimeline
Private Advisor Group, LLC39,777$1.61M0.01%-2,69813F-HRTimeline
UMB Bank, n.a.36,921$1.49M0.02%-3,39813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthShield Partners, LLC35,786$1.45M0.19%-1,27413F-HRTimeline
Sincerus Advisory, LLC34,533$1.4M1.47%-51113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,785$1.37M0.01%+40413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,515$1.32M<0.01%+2,61113F-HRTimelineGroup
Addison Advisors LLC32,104$1.3M0.35%-63213F-HRTimeline
Gateway Wealth Partners, LLC30,834$1.25M0.28%+36013F-HRTimeline
PrairieView Partners, LLC30,794$1.25M0.13%-13913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,899$1.21M<0.01%-1,67913F-HRTimelineGroup
BAILARD, INC.28,420$1.15M0.03%-4,80713F-HRTimeline
Focus Financial Network, Inc.28,186$1.14M0.05%+1,39513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,167$1.1M+1,807Timeline
Trademark Financial Management, LLC26,771$1.08M0.83%-69513F-HRTimeline
Private Wealth Management Group, LLC26,104$1.06M0.39%+4213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC25,902$1.05M0.04%+1,38113F-HRTimeline
CHOREO, LLC25,669$1.04M0.02%013F-HRTimeline
VestGen Advisors, LLC25,581$1.04M0.05%13F-HRTimeline
Curtis Advisory Group, LLC25,501$1.03M0.3%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,784$1M<0.01%+1,94513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.23,651$958K0.35%+8313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,530$953K0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,215$940K<0.01%new13F-HRTimelineGroup
Falcon Wealth Planning22,775$922K0.1%+4,65613F-HRTimeline
NorthRock Partners, LLC22,368$906K0.03%-61213F-HRTimeline
Shotwell Rutter Baer Inc24,176$894K0.79%+1,14613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,495$870K0.02%+88713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC21,094$854K0.08%-3,84313F-HR/ATimeline
First Business Financial Services, Inc.20,949$848K0.08%-70413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,838$844K<0.01%-9813F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.20,359$824K0.02%-65613F-HRTimeline
Better Money Decisions, LLC19,831$803K0.54%-61813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding20,003$795K-5,431Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO19,621$794K0.01%-42,45813F-HRTimeline
MML INVESTORS SERVICES, LLC19,408$786K<0.01%-1,45113F-HRTimeline
Diversified Portfolios, Inc.19,101$773K0.08%+23113F-HRTimeline
BlueStem Wealth Partners, LLC19,042$771K0.11%+1,18113F-HRTimeline
&PARTNERS18,274$731K0.01%+12,38313F-HRTimeline
Per Stirling Capital Management, LLC.18,002$729K0.1%-1,32313F-HRTimeline
Tradition Wealth Management, LLC17,955$727K0.06%+1,07913F-HRTimeline
Integrated Wealth Concepts LLC17,088$692K0.01%+10213F-HRTimeline
SAGE FINANCIAL GROUP INC17,075$691K0.06%-17213F-HRTimeline
Advisory Services Network, LLC17,028$689K0.01%-1,31713F-HRTimeline
Wescott Financial Advisory Group, LLC16,744$678K0.07%-5313F-HRTimeline
McAdam, LLC16,250$658K0.04%+2,22413F-HRTimeline
HILL ISLAND FINANCIAL LLC16,051$650K0.19%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,825$641K<0.01%+4,91313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC15,744$637K0.09%-3,31413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,607$632K<0.01%-36313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,193$615K<0.01%-1,57613F-HRTimeline
ABOUND FINANCIAL, LLC15,031$609K0.31%-3,61613F-HRTimeline
Sage Advisory Services, Ltd.Co.14,943$605K0.36%013F-HRTimeline
Walkner Condon Financial Advisors LLC14,492$587K0.12%+40613F-HRTimeline
Johnson Bixby & Associates, LLC14,138$572K0.09%-10,60213F-HRTimeline
Legacy Financial Advisors, Inc.13,880$562K0.09%+16413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,837$560K0.02%+1,34113F-HRTimelineGroup
Rossby Financial, LCC13,955$539K0.23%-1,46013F-HRTimeline
DDFG, Inc13,141$532K0.15%+2,22213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,135$532K<0.01%+62413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,784$518K<0.01%-2,09113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,675$513K<0.01%+1,80513F-HRTimelineGroup
SeaCrest Wealth Management, LLC12,474$505K0.06%-10013F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,923$482K0.23%013F-HRTimeline
Laurel Wealth Planning LLC11,890$481K0.32%-21613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,664$472K0.71%-10,72513F-HRTimeline
D.A. DAVIDSON & CO.11,606$470K<0.01%-15113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,570$468K0.01%+1,11113F-HRTimelineGroup
LexAurum Advisors, LLC11,371$460K0.09%+34913F-HRTimeline
RTD Financial Advisors, Inc.11,190$453K0.06%-21213F-HRTimeline
Legacy Financial Group LLC11,185$453K0.07%-4813F-HRTimeline
Colorado Capital Management, Inc.11,164$452K0.21%+1,33213F-HRTimeline
Steward Partners Investment Advisory, L…11,110$450K<0.01%-29513F-HRTimeline
Avantax Planning Partners, Inc.11,052$447K0.02%-19213F-HRTimeline
XY Planning Network, Inc.10,906$442K0.29%-5613F-HRTimeline
PFG Investments, LLC10,835$439K0.03%-50113F-HRTimeline
Creative Planningin group Creative Planning10,750$435K<0.01%-10713F-HRTimelineGroup
Maia Wealth LLC11,240$432K0.1%-51513F-HRTimeline
Paulson Wealth Management Inc.10,536$427K0.12%+83213F-HRTimeline
WASHINGTON TRUST Co10,260$415K0.02%013F-HRTimeline
Confluence Wealth Services, Inc.10,711$412K0.03%+4413F-HRTimeline
Emergent Wealth Advisors, LLC10,146$411K0.3%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,038$406K0.01%+1,23913F-HRTimelineGroup
First Pacific Financial9,577$388K0.08%013F-HRTimeline
Modera Wealth Management, LLC9,470$383K0.01%-2,44013F-HRTimeline
Parkside Financial Bank & Trust9,327$378K0.05%-49313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,162$371K0.01%+1,35013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,114$369K0.04%+2,17113F-HR/ATimeline
ETF Portfolio Partners, Inc.8,966$363K0.11%+34313F-HRTimeline
RVW Wealth, LLC8,862$359K0.03%+1,78813F-HRTimeline
Clarity Wealth Development LLC8,905$349K0.39%+57513F-HRTimeline
CENTRAL TRUST Co8,429$341K0.01%-20713F-HRTimeline
Trek Financial, LLC8,405$340K0.02%+62413F-HRTimeline
Chicago Partners Investment Group LLC8,631$340K0.01%-46713F-HRTimeline
Trust Co8,237$334K0.04%-48513F-HRTimeline
Columbia River Financial Group, LLC8,047$325K0.22%-85713F-HRTimeline
Sanctuary Advisors, LLC7,957$322K<0.01%+59313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,647$310K<0.01%+3113F-HRTimelineGroup
Arax Advisory Partners7,376$299K0.02%+3,68813F-HRTimeline
Wolff Financial Management LLC7,244$293K0.08%+22213F-HRTimeline
Tortoise Investment Management, LLC7,215$292K0.03%013F-HR/ATimeline
OBSIDIAN CIO, LLC7,190$291K0.05%-1,44913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC7,080$287K0.15%+1,36613F-HRTimeline
Rede Wealth, LLC7,027$285K0.1%-42613F-HRTimeline
Relyea Zuckerberg Hanson LLC7,012$284K0.04%013F-HRTimeline
Janney Montgomery Scott LLC6,878$278K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,858$278K0.01%-30413F-HRTimelineGroup
Kelman-Lazarov, Inc.6,822$276K0.05%013F-HRTimeline
Institute for Wealth Management, LLC.6,821$276K0.04%new13F-HRTimeline
Davis Wealth Advisors, LLC6,598$267K0.3%-1413F-HRTimeline
RHS Financial, LLC6,571$266K0.15%+1,01813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,402$259K0.01%013F-HRTimeline
Lifelong Wealth Advisors, Inc.6,378$258K0.12%-56413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,196$251K0.01%+39713F-HRTimeline
Western Wealth Management, LLC6,106$247K0.02%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT6,089$247K0.1%new13F-HRTimeline
Perigon Wealth Management, LLC5,932$240K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.5,762$232K<0.01%+1,06113F-HRTimeline
MAI Capital Management5,580$226K<0.01%-54813F-HRTimeline
Orion Porfolio Solutions, LLC5,576$226K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC5,576$226K<0.01%new13F-HR/ATimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC5,559$225K0.09%+87613F-HRTimeline
Sonoma Private Wealth LLC5,558$225K0.31%-1,39313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,450$221K0.02%013F-HRTimeline
GTS SECURITIES LLC5,329$216K0.01%-8,08413F-HRTimeline
Empower Advisory Group, LLC5,285$214K<0.01%-3413F-HRTimeline
Stewardship Advisors, LLC5,221$211K0.06%-17,65613F-HRTimeline
CWM, LLCin group CWM, LLC5,200$211K<0.01%+3213F-HRTimelineGroup
Argyle Capital Partners, LLC5,045$204K0.18%new13F-HRTimeline
Occidental Asset Management, LLC5,016$203K0.03%-43613F-HRTimeline