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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,654,881$570M0.04%-1,053,32113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,868,104$219M0.53%+194,50913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,027,216$91.3M0.01%-6,63713F-HRTimelineGroup
LPL Financial LLC1,789,579$80.6M0.02%+370,30113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,232,845$55.5M<0.01%+31,08313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,005,224$45.3M0.06%+237,23813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding845,741$38.1M-169,868Timeline
MERCER GLOBAL ADVISORS INC /ADV679,923$36.9M0.06%+13,90013F-HRTimeline
UBS Group AGin group UBS Group AG511,185$23M<0.01%-14,72513F-HRTimelineGroup
Cambridge Investment Research Advisors,…471,588$21.2M0.06%-10,09713F-HRTimeline
Beacon Pointe Advisors, LLC439,525$19.8M0.14%+47,54213F-HRTimeline
Empirical Financial Services, LLC d.b.a…409,247$18.4M0.33%+6,74513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp343,642$15.5M<0.01%+158,86413F-HRTimelineGroup
EASTERN BANK289,671$13M0.23%-3,63313F-HRTimeline
O'Brien Wealth Partners LLC270,178$12.2M1.61%+1,89213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS238,109$10.7M0.02%+23,84913F-HRTimeline
Mariner, LLCin group Mariner, LLC234,287$10.6M0.01%-49313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC227,504$10.2M<0.01%-7,51113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP221,362$9.97M0.2%+9,25413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC207,740$9.36M<0.01%-68913F-HRTimelineGroup
Fund Evaluation Group, LLC205,534$9.26M0.31%-3,93613F-HRTimeline
Vestmark Advisory Solutions, Inc.201,228$9.07M0.12%-18,59313F-HRTimeline
Cetera Investment Advisers189,251$8.53M0.01%+17,15613F-HRTimeline
Allworth Financial LP185,709$8.37M0.03%-1,89613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC180,326$8.12M0.32%+41,38413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA164,201$7.4M<0.01%+43,98413F-HRTimelineGroup
HighTower Advisors, LLC163,387$7.36M0.01%+1,04913F-HRTimeline
Forefront Analytics, LLC141,379$6.37M5.62%-106,56813F-HRTimeline
REGATTA CAPITAL GROUP, LLC139,265$6.27M0.95%-44813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…120,896$5.46M0.01%+81,06013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP119,244$5.37M0.01%-3,92813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC119,205$5.37M0.01%-1,86513F-HRTimelineGroup
One Capital Management, LLC116,314$5.24M0.16%+59,01113F-HRTimeline
FMR LLCin group FMR LLC115,042$5.18M<0.01%+16,50813F-HRTimelineGroup
Clarity Asset Management, Inc.109,086$4.91M2.7%+2,05813F-HRTimeline
Wilmington Savings Fund Society, FSB108,565$4.89M0.11%+22,77513F-HRTimeline
RWA WEALTH PARTNERS, LLC106,722$4.81M0.05%-18,08713F-HRTimeline
NewEdge Advisors, LLC106,578$4.8M0.02%-4,95713F-HRTimeline
STALEY CAPITAL ADVISERS INC100,000$4.5M0.19%013F-HRTimeline
EP Wealth Advisors, LLC93,900$4.23M0.02%13F-HRTimeline
VICUS CAPITAL93,423$4.21M0.32%-6,00513F-HRTimeline
BSW Wealth Partners91,110$4.1M0.49%-4,23813F-HRTimeline
Opes Wealth Management LLC89,156$4.02M0.68%+14513F-HRTimeline
Invera Wealth Advisors, LLC86,838$3.91M2.47%-4,69613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC86,773$3.91M0.02%-7,76513F-HRTimelineGroup
rebel Financial LLC86,244$3.89M1.66%+86,24413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC82,316$3.71M<0.01%+10,23713F-HR/ATimelineGroup
CRUX WEALTH ADVISORS81,275$3.66M1.36%+86313F-HRTimeline
Cresset Asset Management, LLC80,968$3.65M0.02%+1,78213F-HRTimeline
Plum Street Advisors, LLC77,532$3.49M1.24%+23,09013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.73,521$3.31M0.02%+16,66713F-HRTimelineGroup
CX Institutional69,066$3.11M0.09%+10,35913F-HRTimeline
Legacy Edge Advisors, LLC68,091$3.07M0.34%-12313F-HRTimeline
Evolution Advisers, Inc.61,179$2.76M1.19%-9113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC61,078$2.75M0.02%-6,42513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding58,868$2.65M+7,236Timeline
Balanced Rock Investment Advisors LLC57,685$2.6M1.85%-1,30013F-HRTimeline
One Day In July LLC55,401$2.5M0.21%-7,21513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,433$2.45M<0.01%-38313F-HRTimelineGroup
LongView Asset Management LLC51,829$2.33M1.63%-2,52613F-HRTimeline
Equita Financial Network, Inc.49,822$2.24M0.68%+3,84313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC49,460$2.23M<0.01%-1,54013F-HR/ATimelineGroup
Private Advisor Group, LLC49,426$2.23M0.01%+37513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,390$2.23M<0.01%+25,11813F-HRTimelineGroup
CWM, LLCin group CWM, LLC47,578$2.14M0.01%-2,56613F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…47,459$2.14M0.19%+84913F-HRTimelineGroup
&PARTNERS47,290$2.13M0.01%+15,55713F-HRTimeline
CGN Advisors LLC46,759$2.11M0.17%-1,49913F-HRTimeline
BOKF, NAin group BOKF, NA45,762$2.06M0.03%+1,82213F-HRTimelineGroup
Gateway Wealth Partners, LLC45,759$2.06M0.23%+1,32213F-HRTimeline
Revolve Wealth Partners, LLC45,681$2.06M0.24%+1,50613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,599$2.05M<0.01%+4,31513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …45,445$2.05M0.03%-14513F-HRTimelineGroup
Strategic Point Investment Advisors, LLC45,430$2.05M0.28%-20513F-HRTimeline
Mascoma Wealth Management LLC42,206$1.9M0.41%+22913F-HRTimeline
Merit Financial Group, LLC40,016$1.8M0.01%+2,71413F-HRTimeline
Falcon Wealth Planning36,425$1.64M0.14%-45413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,307$1.64M<0.01%-15,86713F-HRTimelineGroup
Sincerus Advisory, LLC36,139$1.63M1.31%+41213F-HRTimeline
UMB Bank, n.a.34,145$1.54M0.02%-54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Focus Partners Wealthin group Focus Partners Wealth32,968$1.49M<0.01%+2,24513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,914$1.39M<0.01%+1,57113F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC29,488$1.33M0.03%+1,37713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,940$1.3M0.06%+32113F-HRTimeline
Private Wealth Management Group, LLC28,281$1.27M0.34%+1,97413F-HRTimeline
Shotwell Rutter Baer Inc27,249$1.26M0.76%-33313F-HRTimeline
WealthShield Partners, LLC27,858$1.26M0.14%+55513F-HRTimeline
MML INVESTORS SERVICES, LLC27,456$1.24M<0.01%+10,51013F-HRTimeline
Addison Advisors LLC27,024$1.22M0.27%-2,69813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,984$1.22M+8,851Timeline
Curtis Advisory Group, LLC26,746$1.2M0.25%013F-HRTimeline
CHOREO, LLC25,669$1.17M0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.25,394$1.14M0.32%-4913F-HRTimeline
BAILARD, INC.24,926$1.12M0.02%-77013F-HRTimeline
Wescott Financial Advisory Group, LLC24,183$1.09M0.1%+2,59513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK24,165$1.09M0.01%+21513F-HRTimelineGroup
Belpointe Asset Management LLC22,948$1.03M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.22,922$1.03M0.02%+1,90713F-HRTimeline
Modern Wealth Management, LLC20,990$946K0.02%+56213F-HRTimeline
Farther Finance Advisors, LLC19,676$886K0.01%+7,93413F-HRTimeline
BlueStem Wealth Partners, LLC19,656$886K0.1%-1,16513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,488$878K0.02%+1,11413F-HR/ATimeline
Diversified Portfolios, Inc.19,206$865K0.07%-26713F-HRTimeline
First Business Financial Services, Inc.19,185$864K0.08%-1,81813F-HRTimeline
Laurel Wealth Planning LLC18,916$852K0.47%-1,88613F-HRTimeline
NorthRock Partners, LLC18,871$850K0.01%-2513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS18,803$847K0.44%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,747$845K0.02%-26513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,617$839K<0.01%+3,23113F-HR/ATimelineGroup
RFG Advisory, LLC18,367$827K0.02%new13F-HRTimeline
XY Planning Network, Inc.18,096$815K0.14%+6,24513F-HRTimeline
McAdam, LLC17,616$794K0.04%+28413F-HRTimeline
Tradition Wealth Management, LLC17,505$789K0.06%+17613F-HRTimeline
Advisory Services Network, LLC16,766$755K0.01%-213F-HRTimeline
Integrated Wealth Concepts LLC16,710$753K0.01%-5,41613F-HRTimeline
SAGE FINANCIAL GROUP INC16,637$749K0.05%-44013F-HRTimeline
Focus Financial Network, Inc.16,496$743K0.03%-10913F-HRTimeline
CENTRAL TRUST Co16,432$740K0.01%+8,15413F-HRTimeline
Pathfinder Wealth Consulting, Inc.16,237$731K0.46%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,311$690K0.02%+39513F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO14,939$673K0.01%-68613F-HRTimeline
Sage Advisory Services, Ltd.Co.14,748$664K0.36%013F-HRTimeline
ABOUND FINANCIAL, LLC14,413$649K0.25%-1,44213F-HR/ATimeline
Walkner Condon Financial Advisors LLC14,253$642K0.09%-14013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,064$634K<0.01%+20713F-HRTimelineGroup
GTS SECURITIES LLC14,045$633K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,968$629K<0.01%-12213F-HRTimelineGroup
Legacy Financial Advisors, Inc.13,923$627K0.09%-29713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,232$612K<0.01%-74713F-HRTimeline
Per Stirling Capital Management, LLC.13,492$608K0.07%+2913F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,359$601K0.13%+77213F-HRTimeline
Boston Common Asset Management, LLC13,033$587K0.04%new13F-HR/ATimeline
VestGen Advisors, LLC12,990$585K0.02%-9,18513F-HRTimeline
Rossby Financial, LCC12,744$574K0.18%-34513F-HRTimeline
SeaCrest Wealth Management, LLC12,474$573K0.06%013F-HRTimeline
DDFG, Inc12,654$570K0.12%-11013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,653$570K<0.01%-70913F-HRTimelineGroup
Paulson Wealth Management Inc.12,486$562K0.13%+79713F-HRTimeline
D.A. DAVIDSON & CO.12,236$551K<0.01%-8113F-HRTimeline
McIlrath & Eck, LLC12,201$550K0.05%+3,68613F-HRTimeline
Milestone Investment Advisors LLC12,134$547K0.13%+16713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,990$540K0.01%+2713F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.11,796$531K1.02%-33413F-HRTimeline
BLUELINE ADVISORS LLC11,793$531K0.43%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,791$531K0.03%+18813F-HRTimeline
Old Peak Finance LLC11,551$520K0.32%13F-HRTimeline
OpenArc Corporate Advisory, LLC11,425$515K0.01%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC11,400$514K0.26%+3,19713F-HRTimeline
PFG Investments, LLC11,224$506K0.02%-1413F-HRTimeline
Maia Wealth LLC10,670$503K0.09%+2813F-HRTimeline
Colorado Capital Management, Inc.11,164$503K0.19%013F-HRTimeline
First Pacific Financial10,899$491K0.06%+82513F-HRTimeline
Emergent Wealth Advisors, LLC10,610$478K0.27%013F-HRTimeline
Sanctuary Advisors, LLC10,553$475K<0.01%-79913F-HRTimeline
Steward Partners Investment Advisory, L…10,386$468K<0.01%-14513F-HRTimeline
Savvy Advisors, Inc.10,354$466K0.02%+4813F-HRTimeline
Confluence Wealth Services, Inc.10,264$462K0.02%-59013F-HRTimeline
WASHINGTON TRUST Co10,260$462K0.02%013F-HRTimeline
Westview Management dba Westview Invest…10,153$457K0.22%13F-HRTimeline
ETF Portfolio Partners, Inc.10,104$455K0.12%+5913F-HRTimeline
Chicago Partners Investment Group LLC9,601$448K0.01%+55013F-HRTimeline
RTD Financial Advisors, Inc.9,887$445K0.05%+9113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,852$444K0.01%-6713F-HRTimelineGroup
Johnson Bixby & Associates, LLC9,807$442K0.05%-2,27613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,663$435K0.03%+5913F-HR/ATimeline
Clarity Wealth Development LLC9,591$432K0.37%+12313F-HRTimeline
Trademark Financial Management, LLC9,515$429K0.24%-18,33313F-HRTimeline
RVW Wealth, LLC9,423$425K0.03%+42513F-HRTimeline
Trust Co8,978$404K0.04%+113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,911$401K0.12%+26913F-HRTimeline
Trek Financial, LLC8,787$396K0.02%+1,68613F-HRTimeline
Mutual Advisors, LLC8,634$389K0.01%+2,26413F-HRTimeline
Modera Wealth Management, LLC8,169$368K<0.01%-53113F-HRTimeline
Legacy Financial Group LLC7,753$367K0.05%-2,51913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,881$355K0.04%013F-HRTimeline
Columbia River Financial Group, LLC7,884$355K0.22%-813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,775$350K0.04%new13F-HRTimeline
Western Wealth Management, LLC7,653$345K0.02%+1,40813F-HRTimeline
Parkside Financial Bank & Trust7,569$341K0.03%-1,75813F-HRTimeline
Orion Porfolio Solutions, LLC7,552$340K<0.01%+1,27113F-HRTimeline
Creative Planningin group Creative Planning7,442$335K<0.01%-2,33413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC7,440$335K0.04%-11113F-HRTimeline
Wolff Financial Management LLC7,362$332K0.07%+11813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,147$322K<0.01%+3513F-HRTimelineGroup
Kelman-Lazarov, Inc.7,121$321K0.05%+29913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,911$311K<0.01%new13F-HRTimelineGroup
McCartney Wealth Management LLC6,904$311K0.27%13F-HRTimeline
TD Waterhouse Canada Inc.6,846$308K<0.01%+70813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,667$300K0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC6,615$298K0.03%013F-HRTimeline
Perigon Wealth Management, LLC6,606$298K0.01%+7113F-HRTimeline
Riverwater Partners LLC6,541$295K0.11%+27613F-HRTimeline
RMG Wealth Management LLC2,924$288K0.04%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.6,378$287K0.08%013F-HRTimeline
Compton Financial Group, LLC6,366$287K0.06%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,266$282K0.05%-18,13913F-HRTimeline
MAI Capital Management6,149$277K<0.01%-55213F-HRTimeline
Ashton Thomas Private Wealth, LLC6,071$274K0.01%+1,50013F-HRTimeline
Kelsey Financial, LLC6,071$273K0.23%13F-HRTimeline
JGP Wealth Management, LLC6,067$273K0.03%new13F-HRTimeline