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Nuveen ESG Large-Cap Growth ETF (NULG) Institutional Ownership

Nuveen ESG Large-Cap Growth ETF logo
$95.66 +10.78 (+12.70%)
Closing price 03:57 PM Eastern
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$95.65 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Nuveen ESG Large-Cap Growth ETF (BATS:NULG)

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$149.94M
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$118.70M
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NULG Institutional Buying and Selling by Quarter

Nuveen ESG Large-Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025First Pacific Financial14,820$1.39M0.2%+28.5%0.085%
7/18/2025Marino Stram & Associates LLC15,781$1.48M0.3%+45.2%0.090%
7/18/2025Truist Financial Corp6,328$595K0.0%+2.9%0.036%
7/18/2025Lockerman Financial Group Inc.6,179$581K0.8%-6.1%0.035%
7/17/2025 LexAurum Advisors LLC8,811$828K0.1%+4.0%0.050%
7/17/2025 HB Wealth Management LLC4,908$461K0.0%-3.5%0.028%
7/17/2025 Montis Financial LLC5,288$497K0.1%-8.6%0.030%
7/17/2025 Refined Wealth Management12,853$1.21M0.8%-4.2%0.073%
7/17/2025 XY Planning Network Inc.15,446$1.45M0.5%+2.9%0.088%
7/17/2025 SFM LLC2,517$236K0.2%-4.3%0.014%
7/16/2025 Falcon Wealth Planning15,491$1.46M0.1%+22.7%0.089%
7/15/2025 McAdam LLC6,131$576K0.0%+6.0%0.035%
7/15/2025 RVW Wealth LLC141,133$13.26M1.1%-1.0%0.806%
7/15/2025 Legacy Financial Group LLC6,270$589K0.1%-5.6%0.036%
7/15/2025 RTD Financial Advisors Inc.4,518$424K0.1%-13.9%0.026%
7/15/2025 CGN Advisors LLC17,837$1.68M0.1%+3.2%0.102%
7/14/2025 Occidental Asset Management LLC2,495$234K0.0%N/A0.014%
7/14/2025 Golden State Equity Partners25,789$2.42M0.4%-10.4%0.147%
7/14/2025 Park Avenue Securities LLC13,636$1.28M0.0%N/A0.078%
7/14/2025 Sterling Group Wealth Management LLC2,554$240K0.1%-28.8%0.015%
7/11/2025 Skyline Advisors Inc.8,060$757K0.3%+2.1%0.046%
7/11/2025 Colorado Capital Management Inc.13,746$1.29M0.6%-2.5%0.079%
7/11/2025 Scott Capital Advisors LLC8,990$852K0.2%N/A0.051%
7/11/2025 CX Institutional18,910$1.78M0.1%-5.8%0.108%
7/11/2025 UMB Bank n.a.28,329$2.66M0.0%-7.7%0.162%
7/10/2025 Wealth Enhancement Advisory Services LLC93,456$8.85M0.0%+0.3%0.531%
7/10/2025 Focus Financial Network Inc.3,841$361K0.0%+40.5%0.022%
7/9/2025 O Brien Wealth Partners LLC107,487$10.10M1.6%+0.4%0.611%
7/9/2025 Lifelong Wealth Advisors Inc.3,616$340K0.1%-6.1%0.021%
7/9/2025 Berkshire Bank5,944$558K0.1%-7.9%0.034%
7/9/2025 Sandbox Financial Partners LLC10,008$940K0.3%+12.6%0.057%
7/8/2025 Prism Advisors Inc.5,190$488K0.1%-23.1%0.029%
7/7/2025 Investors Research Corp980$92K0.0%+28.8%0.006%
7/2/2025 Capital Market Strategies LLC2,304$216K0.2%N/A0.013%
6/27/2025Goldman Sachs Group Inc.73,171$5.73M0.0%+47.9%0.416%
5/21/2025 McAdam LLC5,786$453K0.0%+15.1%0.033%
5/16/2025Signature Estate & Investment Advisors LLC12,205$955K0.0%-4.5%0.070%
5/16/2025Goldman Sachs Group Inc.73,171$5.73M0.0%+47.9%0.419%
5/16/2025Cape Investment Advisory Inc.1,188$93K0.0%-11.0%0.007%
5/16/2025Redwood Financial Network Corp3,799$297K0.2%-43.1%0.022%
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5/16/2025NewEdge Advisors LLC42,000$3.29M0.0%-12.7%0.241%
5/16/2025Integrated Wealth Concepts LLC3,589$281K0.0%+4.8%0.021%
5/16/2025Aprio Wealth Management LLC5,811$455K0.1%+6.4%0.033%
5/15/2025EP Wealth Advisors LLC8,708$682K0.0%-13.6%0.050%
5/15/2025Royal Bank of Canada43,629$3.42M0.0%+34.4%0.250%
5/15/2025MAI Capital Management2,697$211K0.0%-10.7%0.015%
5/15/2025Clarity Asset Management Inc.123,319$9.65M6.2%-28.1%0.707%
5/14/2025Per Stirling Capital Management LLC.4,245$332K0.0%-3.0%0.024%
5/14/2025WCG Wealth Advisors LLC32,096$2.51M0.2%-7.2%0.184%
5/14/2025Freedom Investment Management Inc.16,090$1.26M0.1%+35.5%0.092%
5/14/2025Northwestern Mutual Wealth Management Co.19,302$1.51M0.0%-5.1%0.111%
5/14/2025Rede Wealth LLC5,584$437K0.2%-7.0%0.032%
5/14/2025Wescott Financial Advisory Group LLC10,179$797K0.1%-5.1%0.058%
5/14/2025Capital Analysts LLC6,511$510K0.0%+3.8%0.037%
5/14/2025Legacy Financial Advisors Inc.3,471$272K0.0%-8.9%0.020%
5/13/2025Aptus Capital Advisors LLC24,314$1.90M0.0%-1.5%0.139%
5/13/2025 Keystone Global Partners LLC625$49K0.0%N/A0.004%
5/13/2025DDFG Inc6,036$472K0.1%+19.4%0.035%
5/13/2025Vestmark Advisory Solutions Inc.113,747$8.90M0.2%+0.5%0.652%
5/13/2025Francis Financial Inc.70,520$5.52M1.3%-6.2%0.404%
5/13/2025Heck Capital Advisors LLC15,241$1.19M0.1%-10.0%0.087%
5/13/2025Dagco Inc.1,105$86K0.0%N/A0.006%
5/13/2025HighTower Advisors LLC90,934$7.12M0.0%-5.0%0.521%
5/13/2025Elevation Capital Advisory LLC118,936$9.31M4.1%+2,852.7%0.682%
5/12/2025Maia Wealth LLC6,668$515K0.1%-3.2%0.038%
5/12/2025Paulson Wealth Management Inc.5,123$401K0.1%+5.2%0.029%
5/12/2025White Lighthouse Investment Management Inc.5,662$443K0.1%+23.2%0.032%
5/12/2025AlphaCore Capital LLC3,282$257K0.0%N/A0.019%
5/9/2025Evolution Advisers Inc.31,940$2.50M1.2%-0.7%0.183%
5/9/2025WealthShield Partners LLC13,003$1.02M0.1%-4.9%0.075%
5/9/2025Natural Investments LLC2,842$222K0.1%-19.4%0.016%
5/9/2025Atria Wealth Solutions Inc.11,612$909K0.0%+11.7%0.067%
5/9/2025SGL Investment Advisors Inc.22,707$1.90M1.0%+4.9%0.130%
5/9/2025Commonwealth Equity Services LLC600,204$46.98M0.1%+19.4%3.440%
5/9/2025L & S Advisors Inc25,442$1.99M0.2%-7.2%0.146%
5/9/2025Quantum Financial Planning Services Inc.3,455$270K0.1%N/A0.020%
5/8/2025TIAA Trust National Association2,447,144$191.56M0.6%-6.4%14.024%
5/8/2025US Bancorp DE40,755$3.19M0.0%-10.1%0.234%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,104$400K0.0%-3.3%0.029%
5/8/2025 RVW Wealth LLC142,613$11.16M1.1%-4.0%0.817%
5/8/2025NorthRock Partners LLC20,830$1.63M0.1%-10.2%0.119%
5/7/2025LPL Financial LLC768,210$60.14M0.0%-12.0%4.402%
5/7/2025BlueStem Wealth Partners LLC11,081$867K0.1%+8.1%0.064%
5/7/2025 HB Wealth Management LLC5,088$398K0.0%+53.6%0.029%
5/6/2025Assetmark Inc.53,540$4.19M0.0%+6.7%0.307%
5/6/2025Cetera Investment Advisers81,354$6.37M0.0%+25.5%0.466%
5/6/2025Avantax Advisory Services Inc.9,140$716K0.0%+17.0%0.052%
5/6/2025Kelman Lazarov Inc.3,912$306K0.1%-10.0%0.022%
5/6/2025Principle Wealth Partners LLC4,486$351K0.0%+4.5%0.026%
5/6/2025American Financial & Tax Strategies Inc.3,108$243K0.1%-21.0%0.018%
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5/6/2025DeDora Capital Inc.75,764$5.93M1.7%-12.8%0.434%
5/6/2025Flynn Zito Capital Management LLC4,146$325K0.1%+54.4%0.024%
5/5/2025Fountainhead AM LLC3,919$307K0.0%-14.8%0.022%
5/5/2025Private Advisor Group LLC90,739$7.10M0.0%+4.0%0.517%
5/2/2025 Montis Financial LLC5,786$453K0.1%-4.8%0.033%
5/2/2025Apollon Wealth Management LLC6,006$470K0.0%+15.6%0.034%
5/2/2025 Signaturefd LLC610$48K0.0%N/A0.003%
5/1/2025 Prism Advisors Inc.6,753$529K0.2%-12.4%0.038%
5/1/2025Curtis Advisory Group LLC12,097$947K0.3%-4.9%0.069%
5/1/2025Bridge Generations Wealth Management LLC500$39K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

NULG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NULG shares?

During the previous two years, 265 institutional investors and hedge funds held shares of Nuveen ESG Large-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($292.12M), TIAA Trust National Association ($191.56M), TIAA FSB ($190.30M), LPL Financial LLC ($60.14M), Commonwealth Equity Services LLC ($46.98M), Thrivent Financial for Lutherans ($24.70M), and Envestnet Asset Management Inc. ($22.25M).Learn more on Nuveen ESG Large-Cap Growth ETF's institutional investors.

Which institutional investors have been buying Nuveen ESG Large-Cap Growth ETF's stock?

Of the 228 institutional investors that purchased Nuveen ESG Large-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($2.87M), Commonwealth Equity Services LLC ($386.85K), Envestnet Portfolio Solutions Inc. ($213.22K), LPL Financial LLC ($138.83K), Impact Investors Inc ($133.21K), Elevation Capital Advisory LLC ($121.95K), and Raymond James Financial Services Advisors Inc. ($116.88K).

How much institutional buying is happening at Nuveen ESG Large-Cap Growth ETF?

Institutional investors have bought a total of 1,806,136 shares in the last 24 months. This purchase volume represents approximately $149.94M in transactions.

Which of Nuveen ESG Large-Cap Growth ETF's major shareholders have been selling company stock?

Of the 119 institutional investors that sold Nuveen ESG Large-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($262.20K), Refined Wealth Management ($218.94K), Money Design Co. Ltd. ($174.70K), Bank of America Corp DE ($160.68K), LPL Financial LLC ($104.57K), Thrivent Financial for Lutherans ($57.98K), and Clarity Asset Management Inc. ($57.65K).

How much institutional selling is happening at Nuveen ESG Large-Cap Growth ETF?

Institutional investors have sold a total of 1,459,318 shares in the last 24 months. This volume of shares sold represents approximately $118.70M in transactions.


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This page (BATS:NULG) was last updated on 7/18/2025 by MarketBeat.com Staff
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