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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,570,368$569M0.05%+41,55013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,292,766$180M0.47%+431,78913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,017,550$84.6M0.01%-4,57713F-HRTimelineGroup
LPL Financial LLC1,362,650$57.1M0.02%+51,70813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,267,088$53.1M-62,941Timeline
MORGAN STANLEYin group MORGAN STANLEY1,174,951$49.2M<0.01%-21,23413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC792,723$33.2M0.04%-15,54013F-HRTimeline
UBS Group AGin group UBS Group AG547,810$23M<0.01%-7,59413F-HRTimelineGroup
Cambridge Investment Research Advisors,…476,260$20M0.06%+7,93513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV455,699$19.1M0.04%-15,74113F-HRTimeline
Vestmark Advisory Solutions, Inc.450,848$18.9M0.27%+247,80813F-HRTimeline
Empirical Financial Services, LLC d.b.a…386,763$16.2M0.37%-4,14413F-HRTimeline
Forefront Analytics, LLC345,887$14.5M16.19%-209,12513F-HR/ATimeline
Beacon Pointe Advisors, LLC335,129$14M0.15%+24,51713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC326,257$13.7M<0.01%+2,00913F-HRTimelineGroup
EASTERN BANK304,587$12.8M0.24%-1,44613F-HRTimeline
O'Brien Wealth Partners LLC272,488$11.4M1.79%+1,71013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,959$10.5M<0.01%-5,75013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC235,930$9.89M0.01%+8,54013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS218,916$9.18M0.02%+1,32213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP210,701$8.83M0.19%+4,88513F-HRTimeline
Fund Evaluation Group, LLC210,669$8.82M0.34%-7,30013F-HRTimeline
Money Design Co.,Ltd.201,098$8.43M0.39%-10,59913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp181,748$7.62M<0.01%+31913F-HRTimelineGroup
Allworth Financial LP178,114$7.47M0.04%+77713F-HRTimeline
HighTower Advisors, LLC173,881$7.29M0.01%+77113F-HRTimeline
REGATTA CAPITAL GROUP, LLC141,763$5.94M1.02%-99413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP135,166$5.67M0.01%-4,91513F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC134,719$5.65M0.24%+2,97113F-HRTimelineGroup
Cetera Investment Advisers127,675$5.35M0.01%-3,26813F-HRTimeline
RWA WEALTH PARTNERS, LLC124,330$5.21M0.07%-35,44913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,586$4.93M<0.01%+10,62413F-HR/ATimelineGroup
NewEdge Advisors, LLC113,372$4.75M0.02%+21,31313F-HRTimeline
Clarity Asset Management, Inc.106,247$4.45M2.66%+10,53613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100,953$4.23M0.01%+6,85513F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC100,000$4.19M0.18%+15,00013F-HRTimeline
VICUS CAPITAL96,110$4.03M0.33%-22313F-HRTimeline
BSW Wealth Partners95,934$4.02M0.55%-25,11413F-HRTimeline
FMR LLCin group FMR LLC94,299$3.95M<0.01%-57,66013F-HRTimelineGroup
Invera Wealth Advisors, LLC93,446$3.92M2.55%-1,88413F-HRTimeline
rebel Financial LLC91,145$3.82M1.74%13F-HRTimeline
CRUX WEALTH ADVISORS90,354$3.79M1.61%new13F-HRTimeline
Opes Wealth Management LLC89,026$3.73M0.66%+3,69713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC87,243$3.66M<0.01%-98,51313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB85,790$3.6M0.06%-26713F-HRTimeline
Cresset Asset Management, LLC75,288$3.16M0.02%+1,78813F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…74,074$3.1M0.01%-568,21913F-HR/ATimelineGroup
One Day In July LLC68,657$2.88M0.26%-14,82113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,427$2.83M0.03%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC62,701$2.63M0.35%+4,13013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,076$2.63M<0.01%+38,29213F-HR/ATimelineGroup
Evolution Advisers, Inc.61,422$2.57M1.26%+11013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC60,735$2.55M0.02%-7713F-HR/ATimelineGroup
CX Institutional58,957$2.47M0.09%-4,88813F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding58,550$2.45M-61,108Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,772$2.42M<0.01%+1,51513F-HRTimelineGroup
WNY Asset Management, LLC57,411$2.41M0.27%-25,94813F-HRTimeline
EP Wealth Advisors, LLC56,813$2.38M0.02%+3,17213F-HRTimeline
Balanced Rock Investment Advisors LLC56,727$2.38M1.87%+9,98613F-HRTimeline
LongView Asset Management LLC54,840$2.3M1.74%+2,44713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC53,890$2.26M<0.01%-6,74013F-HRTimelineGroup
Plum Street Advisors, LLC52,599$2.2M0.97%+3113F-HRTimeline
One Capital Management, LLC52,067$2.18M0.08%-3,46013F-HRTimeline
Equita Financial Network, Inc.48,581$2.04M0.81%-78613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…48,030$2.01M0.19%-4,45213F-HRTimelineGroup
Mascoma Wealth Management LLC46,877$1.96M0.46%-11,78713F-HRTimeline
BOKF, NAin group BOKF, NA46,774$1.96M0.03%-16313F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …45,865$1.92M0.02%-19413F-HRTimelineGroup
Strategic Point Investment Advisors, LLC45,355$1.9M0.29%-2,09513F-HRTimeline
Private Advisor Group, LLC44,035$1.85M0.01%+4,25813F-HRTimeline
Revolve Wealth Partners, LLC43,879$1.84M0.24%+18613F-HRTimeline
CGN Advisors LLC42,551$1.78M0.16%+1,85513F-HRTimeline
Merit Financial Group, LLC41,668$1.75M0.02%-3,82513F-HRTimeline
&PARTNERS38,197$1.6M0.01%+19,92313F-HRTimeline
Sincerus Advisory, LLC35,879$1.53M1.44%+1,34613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,723$1.5M0.01%+1,93813F-HRTimelineGroup
CWM, LLCin group CWM, LLC34,898$1.46M0.01%+29,69813F-HRTimelineGroup
UMB Bank, n.a.34,694$1.45M0.02%-2,22713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,225$1.43M<0.01%+1,71013F-HRTimelineGroup
Addison Advisors LLC32,129$1.35M0.34%+2513F-HRTimeline
Gateway Wealth Partners, LLC30,766$1.29M0.24%-6813F-HRTimeline
PrairieView Partners, LLC30,771$1.29M0.12%-2313F-HRTimeline
Falcon Wealth Planning30,075$1.26M0.13%+7,30013F-HRTimeline
WealthShield Partners, LLC28,015$1.17M0.14%-7,77113F-HRTimeline
Trademark Financial Management, LLC27,762$1.16M0.71%+99113F-HRTimeline
Bond & Devick Financial Network, Inc.27,630$1.16M0.39%+3,97913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,054$1.13M<0.01%-2,84513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC26,552$1.11M0.15%+10,80813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC26,487$1.11M0.22%-36,05713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC26,400$1.11M0.04%+49813F-HRTimeline
CHOREO, LLC25,669$1.08M0.02%013F-HRTimeline
Private Wealth Management Group, LLC25,631$1.07M0.36%-47313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding25,584$1.07M+5,581Timeline
Curtis Advisory Group, LLC25,501$1.07M0.27%013F-HRTimeline
BAILARD, INC.25,499$1.07M0.02%-2,92113F-HRTimeline
Shotwell Rutter Baer Inc24,343$1.03M0.7%+16713F-HRTimeline
Laurel Wealth Planning LLC24,439$1.02M0.58%+12,54913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK24,260$1.02M0.01%+73013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding24,252$1.02M-2,915Timeline
KINGSWOOD WEALTH ADVISORS, LLC24,069$1.01M0.08%+2,97513F-HRTimeline
BlueStem Wealth Partners, LLC23,056$966K0.12%+4,01413F-HRTimeline
VestGen Advisors, LLC22,157$930K0.04%-3,42413F-HRTimeline
Focus Financial Network, Inc.21,592$905K0.04%-6,59413F-HRTimeline
First Business Financial Services, Inc.21,249$891K0.08%+30013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,229$890K0.02%+87013F-HRTimeline
Better Money Decisions, LLC20,516$860K0.52%+68513F-HRTimeline
Modern Wealth Management, LLC20,428$856K0.02%new13F-HR/ATimeline
Wescott Financial Advisory Group, LLC20,244$849K0.08%+3,50013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,584$821K<0.01%-1,25413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,547$819K<0.01%+13913F-HRTimeline
Integrated Wealth Concepts LLC19,521$818K0.01%+2,43313F-HRTimeline
Diversified Portfolios, Inc.19,473$816K0.08%+37213F-HRTimeline
NorthRock Partners, LLC19,369$812K0.02%-2,99913F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,005$797K0.02%-2,49013F-HRTimelineGroup
Tradition Wealth Management, LLC17,747$744K0.06%-20813F-HRTimeline
McAdam, LLC17,195$721K0.04%+94513F-HRTimeline
SAGE FINANCIAL GROUP INC17,077$716K0.05%+213F-HRTimeline
Advisory Services Network, LLC16,768$702K0.01%-26013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,484$691K0.01%-3,13713F-HRTimeline
ABOUND FINANCIAL, LLC15,917$667K0.29%+88613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,702$658K<0.01%+9513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,027$638K<0.01%-16613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,868$624K0.02%+1,03113F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.14,748$618K0.34%-19513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,646$614K<0.01%-1,17913F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC14,539$609K0.11%+4713F-HRTimeline
Legacy Financial Advisors, Inc.14,220$596K0.09%+34013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,749$576K<0.01%+61413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,746$576K<0.01%+1,07113F-HRTimelineGroup
Per Stirling Capital Management, LLC.13,400$562K0.07%-4,60213F-HRTimeline
Johnson Bixby & Associates, LLC13,211$554K0.08%-92713F-HRTimeline
DDFG, Inc13,141$551K0.14%013F-HRTimeline
Rossby Financial, LCC12,952$543K0.2%-1,00313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,758$535K<0.01%-2613F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…12,732$533K0.2%+80913F-HRTimeline
SeaCrest Wealth Management, LLC12,474$523K0.06%013F-HRTimeline
D.A. DAVIDSON & CO.12,317$516K<0.01%+71113F-HRTimeline
XY Planning Network, Inc.11,851$497K0.17%+94513F-HRTimeline
LexAurum Advisors, LLC11,584$486K0.08%+21313F-HRTimeline
PFG Investments, LLC11,430$479K0.03%+59513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,267$472K0.64%-39713F-HRTimeline
Maia Wealth LLC11,256$472K0.09%+1613F-HRTimeline
Colorado Capital Management, Inc.11,164$468K0.2%013F-HRTimeline
Legacy Financial Group LLC11,064$464K0.06%-12113F-HRTimeline
Confluence Wealth Services, Inc.10,747$450K0.02%+3613F-HRTimeline
Paulson Wealth Management Inc.10,643$446K0.12%+10713F-HRTimeline
Steward Partners Investment Advisory, L…10,581$443K<0.01%-52913F-HRTimeline
Emergent Wealth Advisors, LLC10,448$438K0.28%+30213F-HRTimeline
RTD Financial Advisors, Inc.10,396$436K0.06%-79413F-HRTimeline
WASHINGTON TRUST Co10,260$430K0.02%013F-HRTimeline
First Pacific Financial10,074$422K0.06%+49713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,921$416K0.02%+3,72513F-HRTimeline
Savvy Advisors, Inc.9,897$415K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,845$413K0.01%-19313F-HRTimelineGroup
ETF Portfolio Partners, Inc.9,502$398K0.11%+53613F-HRTimeline
Parkside Financial Bank & Trust9,327$391K0.04%013F-HRTimeline
Clarity Wealth Development LLC9,229$387K0.39%+32413F-HRTimeline
Chicago Partners Investment Group LLC9,051$386K0.01%+42013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,162$384K0.01%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,141$383K0.03%+2713F-HR/ATimeline
Creative Planningin group Creative Planning9,130$383K<0.01%-1,62013F-HRTimelineGroup
Sanctuary Advisors, LLC8,869$372K<0.01%+91213F-HRTimeline
RVW Wealth, LLC8,862$371K0.03%013F-HRTimeline
Institute for Wealth Management, LLC.8,712$365K0.04%+1,89113F-HRTimeline
Modera Wealth Management, LLC8,700$365K<0.01%-77013F-HRTimeline
CENTRAL TRUST Co8,028$336K0.01%-40113F-HRTimeline
Trust Co7,942$333K0.04%-29513F-HRTimeline
Columbia River Financial Group, LLC7,892$331K0.21%-15513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,791$327K0.01%-3,77913F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC7,653$321K0.17%+57313F-HRTimeline
Trek Financial, LLC7,372$309K0.02%-1,03313F-HRTimeline
Wolff Financial Management LLC7,244$304K0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,222$303K<0.01%-42513F-HRTimelineGroup
Tortoise Investment Management, LLC7,215$302K0.03%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,160$300K0.11%+1,07113F-HRTimeline
Kelman-Lazarov, Inc.6,822$286K0.05%013F-HRTimeline
Rede Wealth, LLC6,712$281K0.1%-31513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,667$279K0.01%-19113F-HRTimelineGroup
Davis Wealth Advisors, LLC6,598$277K0.29%013F-HRTimeline
OBSIDIAN CIO, LLC6,564$275K0.04%-62613F-HRTimeline
Betterment LLC6,480$272K<0.01%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.6,378$267K0.09%013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,292$264K0.03%-72013F-HRTimeline
Riverwater Partners LLC6,230$261K0.12%new13F-HRTimeline
TD Waterhouse Canada Inc.6,138$257K<0.01%+37613F-HRTimeline
Western Wealth Management, LLC6,096$256K0.02%-1013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,902$247K0.01%-50013F-HRTimeline
Avantax Planning Partners, Inc.5,860$246K0.01%-5,19213F-HRTimeline
Perigon Wealth Management, LLC5,795$243K0.01%-13713F-HRTimeline
MAI Capital Management5,698$239K<0.01%+11813F-HRTimeline
Hilltop Partners LLC5,646$237K0.07%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,496$230K<0.01%-8013F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC5,450$228K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.5,386$226K0.01%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,360$225K0.09%new13F-HRTimeline
COMERICA BANK5,208$218K<0.01%+2,00013F-HRTimeline
RHS Financial, LLC5,136$215K0.12%-1,43513F-HRTimeline
Argyle Capital Partners, LLC5,045$211K0.17%013F-HRTimeline
Occidental Asset Management, LLC5,036$211K0.03%+2013F-HRTimeline
Stewardship Advisors, LLC4,960$208K0.05%-26113F-HRTimeline