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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,708,202$601M0.05%+137,83413F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,673,595$205M0.5%+380,82913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,033,853$89.1M0.01%+16,30313F-HR/ATimelineGroup
LPL Financial LLC1,419,278$62.2M0.02%+56,62813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,201,762$52.7M<0.01%+26,81113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,015,609$44.5M-251,479Timeline
COMMONWEALTH EQUITY SERVICES, LLC767,986$33.7M0.04%-24,73713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV666,023$29.2M0.05%+210,32413F-HRTimeline
UBS Group AGin group UBS Group AG525,910$23M<0.01%-21,90013F-HRTimelineGroup
Cambridge Investment Research Advisors,…481,685$21.1M0.06%+5,42513F-HRTimeline
Empirical Financial Services, LLC d.b.a…402,502$17.6M0.35%+15,73913F-HRTimeline
Beacon Pointe Advisors, LLC391,983$17.2M0.15%+56,85413F-HRTimeline
EASTERN BANK293,304$12.9M0.23%-11,28313F-HRTimeline
O'Brien Wealth Partners LLC268,286$11.8M1.59%-4,20213F-HRTimeline
Forefront Analytics, LLC247,947$10.9M10.47%-97,94013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,015$10.3M<0.01%-14,94413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC234,780$10.3M0.01%-1,15013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.219,821$9.63M0.18%-231,02713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS214,260$9.39M0.02%-4,65613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP212,108$9.3M0.19%+1,40713F-HRTimeline
Fund Evaluation Group, LLC209,470$9.18M0.33%-1,19913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC208,429$9.13M<0.01%-117,82813F-HRTimelineGroup
Allworth Financial LP187,605$8.22M0.04%+9,49113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp184,778$8.1M<0.01%+3,03013F-HRTimelineGroup
Cetera Investment Advisers172,095$7.54M0.01%+44,42013F-HRTimeline
HighTower Advisors, LLC162,338$7.11M0.01%-11,54313F-HRTimeline
REGATTA CAPITAL GROUP, LLC139,713$6.12M0.97%-2,05013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC138,942$6.09M0.24%+4,22313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC124,809$5.47M0.06%+47913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP123,172$5.4M0.01%-11,99413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC121,070$5.31M0.01%+20,11713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA120,217$5.27M<0.01%+2,63113F-HRTimelineGroup
NewEdge Advisors, LLC111,535$4.89M0.02%-1,83713F-HRTimeline
Clarity Asset Management, Inc.107,028$4.69M2.63%+78113F-HRTimeline
STALEY CAPITAL ADVISERS INC100,000$4.38M0.18%013F-HRTimeline
VICUS CAPITAL99,428$4.36M0.33%+3,31813F-HRTimeline
FMR LLCin group FMR LLC98,534$4.32M<0.01%+4,23513F-HRTimelineGroup
BSW Wealth Partners95,348$4.18M0.52%-58613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC94,538$4.14M0.03%+33,80313F-HR/ATimelineGroup
Invera Wealth Advisors, LLC91,534$4.01M2.47%-1,91213F-HRTimeline
rebel Financial LLC0$3.96M1.73%-91,14513F-HRTimelineAmount filed as zero, left out of ratios.
Opes Wealth Management LLC89,011$3.9M0.69%-1513F-HRTimeline
Wilmington Savings Fund Society, FSB85,790$3.76M0.09%013F-HR/ATimeline
CRUX WEALTH ADVISORS80,412$3.52M1.4%-9,94213F-HRTimeline
Cresset Asset Management, LLC79,186$3.47M0.02%+3,89813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,079$3.16M<0.01%-15,16413F-HRTimelineGroup
Legacy Edge Advisors, LLC68,214$2.99M0.35%+5,51313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,503$2.96M0.02%+7613F-HRTimelineGroup
One Day In July LLC62,616$2.74M0.23%-6,04113F-HRTimeline
Evolution Advisers, Inc.61,270$2.69M1.21%-15213F-HRTimeline
Balanced Rock Investment Advisors LLC58,985$2.59M1.89%+2,25813F-HRTimeline
CX Institutional58,707$2.57M0.08%-25013F-HRTimeline
One Capital Management, LLC57,303$2.51M0.08%+5,23613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,854$2.49M0.02%+21,13113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,816$2.4M<0.01%-2,95613F-HRTimelineGroup
Plum Street Advisors, LLC54,442$2.39M0.92%+1,84313F-HRTimeline
LongView Asset Management LLC54,355$2.38M1.64%-48513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,174$2.28M<0.01%-10,90213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding51,632$2.26M+27,380Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC51,000$2.24M<0.01%-2,89013F-HRTimelineGroup
CWM, LLCin group CWM, LLC50,144$2.2M0.01%+15,24613F-HRTimelineGroup
Private Advisor Group, LLC49,051$2.15M0.01%+5,01613F-HRTimeline
CGN Advisors LLC48,258$2.12M0.17%+5,70713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…46,610$2.04M0.18%-1,42013F-HRTimelineGroup
Equita Financial Network, Inc.45,979$2.02M0.68%-2,60213F-HRTimeline
Strategic Point Investment Advisors, LLC45,635$2M0.29%+28013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …45,590$2M0.02%-27513F-HRTimelineGroup
Gateway Wealth Partners, LLC44,437$1.95M0.26%+13,67113F-HRTimeline
Revolve Wealth Partners, LLC44,175$1.94M0.23%+29613F-HRTimeline
BOKF, NAin group BOKF, NA43,940$1.93M0.03%-2,83413F-HRTimelineGroup
Mascoma Wealth Management LLC41,977$1.84M0.41%-4,90013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,284$1.81M<0.01%+7,05913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,836$1.75M<0.01%-34,23813F-HRTimelineGroup
Merit Financial Group, LLC37,302$1.63M0.02%-4,36613F-HR/ATimeline
Falcon Wealth Planning36,879$1.62M0.15%+6,80413F-HRTimeline
Sincerus Advisory, LLC35,727$1.57M1.34%-15213F-HRTimeline
UMB Bank, n.a.34,694$1.52M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT WEALTH GROUP LLC / CO35,668$1.5M0.16%new13F-HRTimeline
&PARTNERS31,733$1.39M0.01%-6,46413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,723$1.35M<0.01%+11,13913F-HRTimelineGroup
Addison Advisors LLC29,722$1.3M0.3%-2,40713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,343$1.29M<0.01%+2,28913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC28,619$1.25M0.08%+4,55013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC28,111$1.23M0.03%+1,71113F-HRTimeline
Trademark Financial Management, LLC27,848$1.22M0.71%+8613F-HRTimeline
Shotwell Rutter Baer Inc27,582$1.21M0.78%+3,23913F-HRTimeline
WealthShield Partners, LLC27,303$1.2M0.14%-71213F-HRTimeline
Curtis Advisory Group, LLC26,746$1.17M0.27%+1,24513F-HRTimeline
Private Wealth Management Group, LLC26,307$1.15M0.32%+67613F-HRTimeline
BAILARD, INC.25,696$1.13M0.02%+19713F-HRTimeline
CHOREO, LLC25,669$1.12M0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.25,443$1.12M0.34%-2,18713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC24,405$1.07M0.19%-2,08213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,272$1.06M<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK23,950$1.05M0.01%-31013F-HRTimelineGroup
WNY Asset Management, LLC23,863$1.05M0.1%-33,54813F-HRTimeline
VestGen Advisors, LLC22,175$972K0.03%+1813F-HRTimeline
Integrated Wealth Concepts LLC22,126$970K0.01%+2,60513F-HRTimeline
Wescott Financial Advisory Group, LLC21,588$946K0.08%+1,34413F-HRTimeline
HARBOUR INVESTMENTS, INC.21,015$921K0.02%-21413F-HRTimeline
First Business Financial Services, Inc.21,003$920K0.08%-24613F-HRTimeline
BlueStem Wealth Partners, LLC20,821$913K0.1%-2,23513F-HRTimeline
Laurel Wealth Planning LLC20,802$912K0.48%-3,63713F-HRTimeline
Modern Wealth Management, LLC20,428$895K0.02%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding19,845$870K-5,739Timeline
Diversified Portfolios, Inc.19,473$853K0.08%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,012$833K0.02%+713F-HRTimelineGroup
NorthRock Partners, LLC18,896$828K0.01%-47313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,374$805K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,133$795K-40,417Timeline
McAdam, LLC17,332$760K0.04%+13713F-HRTimeline
Tradition Wealth Management, LLC17,329$759K0.06%-41813F-HRTimeline
SAGE FINANCIAL GROUP INC17,077$748K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC16,946$743K<0.01%-2,60113F-HRTimeline
Advisory Services Network, LLC16,768$735K0.01%013F-HRTimeline
Focus Financial Network, Inc.16,605$728K0.03%-4,98713F-HRTimeline
ABOUND FINANCIAL, LLC15,855$695K0.28%-6213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,625$685K0.01%-85913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,386$674K<0.01%+74013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC14,916$654K0.02%+4813F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.14,748$646K0.34%013F-HRTimeline
Walkner Condon Financial Advisors LLC14,393$631K0.1%-14613F-HRTimeline
Legacy Financial Advisors, Inc.14,220$623K0.09%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,090$618K<0.01%+34113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,979$613K<0.01%-1,04813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,857$607K<0.01%+11113F-HRTimelineGroup
Per Stirling Capital Management, LLC.13,463$590K0.07%+6313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,362$586K<0.01%+60413F-HRTimelineGroup
Rossby Financial, LCC13,089$574K0.19%+13713F-HRTimeline
DDFG, Inc12,764$559K0.13%-37713F-HRTimeline
Investor's Fiduciary Advisor Network, L…12,587$551K0.19%-14513F-HRTimeline
SeaCrest Wealth Management, LLC12,474$547K0.06%013F-HRTimeline
D.A. DAVIDSON & CO.12,317$540K<0.01%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.12,130$532K0.67%+86313F-HRTimeline
Johnson Bixby & Associates, LLC12,083$530K0.07%-1,12813F-HRTimeline
Milestone Investment Advisors LLC11,967$524K0.13%+9,21713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,963$524K0.01%+2,80113F-HRTimelineGroup
Farther Finance Advisors, LLC11,742$515K0.01%new13F-HRTimeline
Paulson Wealth Management Inc.11,689$512K0.12%+1,04613F-HRTimeline
LexAurum Advisors, LLC11,663$511K0.07%+7913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,603$509K0.02%+1,68213F-HRTimeline
Sanctuary Advisors, LLC11,352$498K<0.01%+2,48313F-HR/ATimeline
XY Planning Network, Inc.11,851$497K0.17%013F-HRTimeline
PFG Investments, LLC11,238$493K0.03%-19213F-HRTimeline
Colorado Capital Management, Inc.11,164$489K0.19%013F-HRTimeline
Maia Wealth LLC10,642$476K0.08%-61413F-HRTimeline
Confluence Wealth Services, Inc.10,854$476K0.02%+10713F-HRTimeline
Emergent Wealth Advisors, LLC10,610$465K0.27%+16213F-HRTimeline
Steward Partners Investment Advisory, L…10,531$462K<0.01%-5013F-HRTimeline
Savvy Advisors, Inc.10,306$452K0.02%+40913F-HRTimeline
Legacy Financial Group LLC10,272$450K0.06%-79213F-HRTimeline
WASHINGTON TRUST Co10,260$450K0.01%013F-HRTimeline
First Pacific Financial10,074$442K0.06%013F-HRTimeline
ETF Portfolio Partners, Inc.10,045$440K0.12%+54313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,919$434K0.01%+7413F-HRTimelineGroup
RTD Financial Advisors, Inc.9,796$429K0.05%-60013F-HRTimeline
Creative Planningin group Creative Planning9,776$428K<0.01%+64613F-HRTimelineGroup
Institute for Wealth Management, LLC.9,767$428K0.04%+1,05513F-HRTimeline
Clarity Wealth Development LLC9,468$423K0.38%+23913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,604$421K0.03%+46313F-HR/ATimeline
Parkside Financial Bank & Trust9,327$409K0.03%013F-HRTimeline
Chicago Partners Investment Group LLC9,051$404K0.01%013F-HRTimeline
RVW Wealth, LLC8,998$394K0.03%+13613F-HRTimeline
Trust Co8,977$393K0.04%+1,03513F-HRTimeline
Modera Wealth Management, LLC8,700$381K<0.01%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,642$379K0.12%+1,48213F-HRTimeline
McIlrath & Eck, LLC8,515$373K0.04%+6,33813F-HRTimeline
CENTRAL TRUST Co8,278$363K0.01%+25013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC8,203$360K0.18%+55013F-HRTimeline
Columbia River Financial Group, LLC7,892$353K0.22%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,881$345K0.04%new13F-HRTimeline
Onyx Bridge Wealth Group LLC7,551$331K0.04%-19,00113F-HRTimeline
Wolff Financial Management LLC7,244$317K0.07%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,112$312K<0.01%-11013F-HRTimelineGroup
Trek Financial, LLC7,101$311K0.02%-27113F-HRTimeline
Kelman-Lazarov, Inc.6,822$299K0.04%013F-HRTimeline
MAI Capital Management6,701$294K<0.01%+1,00313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,667$292K0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC6,615$290K0.03%-60013F-HRTimeline
OBSIDIAN CIO, LLC6,546$287K0.04%-1813F-HRTimeline
Perigon Wealth Management, LLC6,535$286K0.01%+74013F-HRTimeline
Mutual Advisors, LLC6,370$282K0.01%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.6,378$280K0.08%013F-HRTimeline
Triad Wealth Partners, LLC6,361$279K0.04%new13F-HRTimeline
Vantage Point Financial LLC6,361$279K0.11%new13F-HRTimeline
Compound Planning, Inc.6,338$278K0.01%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC6,292$276K0.03%013F-HRTimeline
Orion Porfolio Solutions, LLC6,281$275K<0.01%+78513F-HRTimeline
Riverwater Partners LLC6,265$275K0.11%+3513F-HRTimeline
Western Wealth Management, LLC6,245$274K0.01%+14913F-HRTimeline
TD Waterhouse Canada Inc.6,138$270K<0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,902$259K0.01%013F-HRTimeline
Avantax Planning Partners, Inc.5,860$257K0.01%013F-HRTimeline
Hilltop Partners LLC5,610$246K0.07%-3613F-HRTimeline
Harpswell Capital Advisors, LLC5,546$243K0.23%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,450$239K0.02%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,401$237K0.09%+4113F-HRTimeline
Breakwater Capital Group5,382$236K0.03%new13F-HRTimeline
RHS Financial, LLC5,301$232K0.12%+16513F-HRTimeline
COMERICA BANK5,224$229K<0.01%+1613F-HRTimeline