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Disclosery

NULV NUSHARES ETF TR

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NUVEEN ESG LRGVL (fund)

Filings received so far for Q3 2026: 26 13F filers report a position in NULV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
EASTERN BANK282,132$14.9M0.23%-5,97013F-HRTimeline
CX Institutional72,218$3.8M0.1%-11313F-HRTimeline
Farther Finance Advisors, LLC52,598$2.77M0.02%+5,88313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…46,010$2.42M0.21%-2113F-HRTimelineGroup
Sincerus Advisory, LLC37,484$1.97M1.29%-10513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,556$1.32M<0.01%+3113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,294$1.17M0.02%+53313F-HRTimelineGroup
BAILARD, INC.21,860$1.15M0.02%-21313F-HRTimeline
Emergent Wealth Advisors, LLC10,610$559K0.29%013F-HRTimeline
RVW Wealth, LLC10,168$535K0.03%+64213F-HRTimeline
RTD Financial Advisors, Inc.9,736$513K0.06%-18913F-HRTimeline
Boston Common Asset Management, LLC9,462$498K0.03%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC8,952$471K0.01%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,930$470K0.05%+1,19213F-HRTimeline
JGP Wealth Management, LLC8,247$434K0.04%+1,90613F-HRTimeline
Trust Co7,682$404K0.04%+12313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,218$275K<0.01%-5013F-HRTimeline
Crane Advisory, LLC4,738$253K0.04%+37413F-HRTimeline
Capital Advisors Wealth Management, LLC4,508$237K0.03%013F-HRTimeline
Foster Group, Inc.3,810$201K0.01%-68313F-HRTimeline
Cape Investment Advisory, Inc.2,464$130K0.03%013F-HRTimeline
CoreCap Advisors, LLC2,087$110K<0.01%+13013F-HRTimeline
Investors Research Corp629$33.1K0.01%-10813F-HRTimeline
Hickory Point Bank & Trust611$32.2K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC425$22.4K0.01%013F-HRTimeline
Capitol Family Office, Inc.131$6.9K0.01%-313F-HRTimeline