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

Nuveen ESG Large-Cap Growth ETF logo
$111.07 -0.86 (-0.77%)
As of 10:34 AM Eastern
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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)
183
Total
Institutional Inflows
(last 12 months)
$836.03M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$82.61M
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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
10/15/2026Colorado Capital Management Inc.9,630$1.10M0.4%-2.6%0.055%
10/15/2026First Pacific Financial13,528$1.54M0.2%-2.6%0.077%
10/14/2026Triumph Capital Management1,342$153K0.0%N/A0.008%
10/14/2026SFM LLC d b a Sweeney Financial Advisors2,424$276K0.1%-7.9%0.014%
10/14/2026First Citizens Bank & Trust Co.3,418$389K0.0%N/A0.020%
10/14/2026Focus Financial Network Inc.8,403$955K0.0%+40.9%0.048%
10/14/2026XY Planning Network Inc.15,571$1.77M0.2%N/A0.089%
10/13/2026Sax Wealth Advisors LLC5,590$636K0.0%N/A0.032%
10/13/2026Refined Wealth Management6,908$785K0.4%-5.7%0.039%
10/13/2026JGP Wealth Management LLC4,485$510K0.0%+28.8%0.026%
10/13/2026Scott Capital Advisors LLC24,807$2.88M0.4%-0.9%0.142%
10/10/2026RTD Financial Advisors Inc.6,105$694K0.1%-1.4%0.035%
10/10/2026Prism Advisors Inc.6,615$759K0.2%-12.1%0.038%
10/9/2026Inspirion Wealth Advisors LLC3,564$405K0.0%+11.2%0.020%
10/9/2026Emergent Wealth Advisors LLC4,687$533K0.3%-4.6%0.027%
10/8/2026Farther Finance Advisors LLC19,332$2.20M0.0%+11.7%0.110%
10/8/2026CoreCap Advisors LLC1,342$153K0.0%+10.5%0.008%
10/7/2026Bath Savings Trust Co2,565$292K0.0%+5.8%0.015%
10/6/2026RVW Wealth LLC130,537$14.84M1.0%-1.6%0.746%
10/5/2026Eastern Bank263$30K0.0%N/A0.002%
10/2/2026 CX Institutional18,019$2.05M0.1%-2.8%0.103%
10/1/2026 Hickory Point Bank & Trust267$30K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.1,831$214K0.0%N/A0.010%
9/23/2026Envestnet Asset Management Inc.516,567$60.47M0.0%+4.9%2.952%
9/9/2026RFG Advisory LLC3,291$385K0.0%-36.2%0.019%
9/9/2026IFP Advisors Inc242$28K0.0%-69.4%0.001%
9/9/2026Baird Financial Group Inc.1,999$234K0.0%N/A0.011%
9/8/2026Allworth Financial LP7,561$885K0.0%+16.3%0.043%
9/2/2026Citadel Advisors LLC23,081$2.70M0.0%N/A0.132%
8/28/2026Cornerstone Financial Management LLC14,395$1.69M1.4%+6.9%0.082%
8/27/2026Corient Private Wealth LP14,887$1.74M0.0%-51.8%0.085%
8/25/2026Financial Insights Inc.19,500$2.28M0.6%-3.5%0.111%
8/23/2026Ameritas Advisory Services LLC1,284$150K0.0%N/A0.007%
8/23/2026Kintra Wealth LLC1,810$214K0.0%N/A0.010%
8/23/2026HB Wealth Management LLC14,018$1.64M0.0%+16.4%0.080%
8/22/2026Montgomery Financial Services LLC338$40K0.0%N/A0.002%
8/21/2026Bedel Financial Consulting Inc.2,122$248K0.0%N/A0.012%
8/21/2026Legacy Financial Advisors Inc.3,304$387K0.0%-3.8%0.019%
8/7/2026Trust Co. of Vermont1,959$229K0.0%N/A0.011%
8/3/2026Beacon Bank & Trust4,853$568K0.1%-2.1%0.028%
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7/10/2026Heck Capital Advisors LLC13,555$1.59M0.1%-2.8%0.077%
7/10/2026Scott Capital Advisors LLC25,039$2.93M0.5%+2.5%0.143%
7/10/2026KMG Fiduciary Partners LLC1,782$209K0.0%N/A0.010%
7/9/2026Revolve Wealth Partners LLC21,333$2.50M0.3%-5.0%0.122%
7/8/2026Beacon Bank & Trust4,853$568K0.1%-2.1%0.028%
7/8/2026Colorado Capital Management Inc.9,891$1.16M0.4%-14.2%0.057%
7/8/2026RVW Wealth LLC132,672$15.53M1.0%+3.5%0.758%
7/7/2026JGP Wealth Management LLC3,483$408K0.0%+4.1%0.020%
7/7/2026CGN Advisors LLC18,602$2.18M0.2%-3.1%0.106%
7/2/2026 CX Institutional18,541$2.17M0.1%-9.7%0.106%
6/18/2026Western Wealth Management LLC11,122$1.01M0.0%+27.7%0.064%
6/10/2026Curry Webb Wealth Management LLC3,830$348K0.2%N/A0.022%
6/3/2026NewEdge Advisors LLC43,735$3.98M0.0%-5.5%0.250%
5/22/2026Verus Capital Partners LLC4,765$433K0.0%+37.0%0.027%
5/19/2026Western Wealth Management LLC11,122$1.01M0.0%+27.7%0.064%
5/19/2026McIlrath & Eck LLC2,328$212K0.0%+4.5%0.013%
5/19/2026NewEdge Advisors LLC40,862$3.72M0.1%-11.7%0.233%
5/19/2026Bank of America Corp DE8,146,712$740.86M0.1%+156.3%46.553%
5/18/2026Royal Bank of Canada49,663$4.52M0.0%-12.5%0.284%
5/15/2026Waverly Advisors LLC366$33K0.0%N/A0.002%
5/14/2026Sentinel Advisory Group LLC2,931$267K0.1%N/A0.017%
5/13/2026Cetera Investment Advisers100,723$9.16M0.0%-9.2%0.576%
5/13/2026Envision Financial Transparency LLC2,800$255K0.2%N/A0.016%
5/8/2026PNC Financial Services Group Inc.18,495$1.68M0.0%+16.9%0.106%
5/8/2026Cassaday & Co Wealth Management LLC983$89K0.0%N/A0.006%
5/8/2026Johnson Financial Group Inc.11,315$1.03M0.0%+16.9%0.065%
5/7/2026Marshall & Sterling Wealth Advisors Inc.8,073$734K0.5%-2.2%0.046%
5/6/2026Assetmark Inc.63,403$5.77M0.0%+5.3%0.362%
5/6/2026Independent Financial Group LLC2,634$240K0.0%N/A0.015%
5/6/2026Birchwood Financial Partners Inc.6,614$601K0.6%+54.1%0.038%
5/5/2026Bank of New York Mellon Corp218,006$19.83M0.0%+46.5%1.246%
5/5/2026Sanctuary Advisors LLC2,407$219K0.0%-9.6%0.014%
5/4/2026Sterling Group Wealth Management LLC4,287$390K0.2%+54.7%0.024%
5/4/2026Abound Financial LLC5,853$532K0.2%-9.9%0.033%
5/2/2026Diversify Wealth Management LLC2,866$261K0.0%N/A0.016%
5/2/2026Valmark Advisers Inc.2,871$261K0.0%-6.9%0.016%
5/1/2026Fifth Third Bancorp4,190$381K0.0%N/A0.024%
5/1/2026WealthShield Partners LLC12,966$1.18M0.1%+8.1%0.074%
5/1/2026Mascoma Wealth Management LLC22,461$2.04M0.4%-13.4%0.128%
4/30/2026Kestra Advisory Services LLC40,525$3.69M0.0%+0.7%0.232%
4/29/2026Impact Investors Inc99,393$9.04M6.3%+4.8%0.568%
4/29/2026Marino Stram & Associates LLC5,430$494K0.1%-33.5%0.031%
4/29/2026Northwest Wealth Advisors LLC2,433$221K0.2%N/A0.014%
4/29/2026Beacon Bank & Trust4,958$451K0.1%-6.6%0.028%
4/28/2026Whittier Trust Co. of Nevada Inc.1,075$100K0.0%+12.0%0.006%
4/28/2026Ascentis Independent Advisors38,015$3.46M0.3%+281.8%0.217%
4/27/2026HB Wealth Management LLC12,044$1.10M0.0%+17.1%0.069%
4/27/2026World Investment Advisors6,021$548K0.0%-11.0%0.034%
4/27/2026USAdvisors Wealth Management LLC3,932$344K0.1%+14.5%0.022%
4/27/2026Private Advisor Group LLC50,803$4.62M0.0%-8.1%0.290%
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4/27/2026DeDora Capital Inc.77,638$7.06M1.7%+5.1%0.444%
4/25/2026Keybank National Association OH37,820$3.44M0.0%N/A0.216%
4/24/2026True Blue Financial LLC48,318$4.39M3.5%+5.5%0.276%
4/24/2026Equita Financial Network Inc.23,013$2.09M0.7%+4.9%0.132%
4/24/2026Prism Advisors Inc.7,806$710K0.2%+46.5%0.045%
4/23/2026Vicus Capital7,523$684K0.1%+2.2%0.043%
4/21/2026Falcon Wealth Planning18,184$1.65M0.1%+2.7%0.104%
4/20/2026Greenup Street Wealth Management LLC4,713$429K0.1%-17.3%0.027%
4/20/2026RFG Advisory LLC5,157$469K0.0%-36.1%0.029%
4/20/2026Focused Wealth Management Inc2,299$209K0.0%+10.2%0.013%


NULG Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 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 ($740.86M), TIAA Trust National Association ($258.61M), Northwest & Ethical Investments L.P. ($128.64M), LPL Financial LLC ($95.02M), Commonwealth Equity Services LLC ($66.34M), Envestnet Asset Management Inc. ($60.47M), and JPMorgan Chase & Co. ($56.94M).Learn more on Nuveen ESG Large-Cap Growth ETF's institutional investors.

Of the 274 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: Bank of America Corp DE ($4.97M), Northwest & Ethical Investments L.P. ($1.32M), JPMorgan Chase & Co. ($1.03M), Commonwealth Equity Services LLC ($229.62K), TIAA Trust National Association ($197.14K), Elevation Capital Advisory LLC ($169.96K), and LPL Financial LLC ($149.25K).

Institutional investors have bought a total of 8,864,679 shares in the last 24 months. This purchase volume represents approximately $836.03M in transactions.

Of the 118 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: Bank of America Corp DE ($356.00K), Vestmark Advisory Solutions Inc. ($102.35K), Impact Investors Inc ($32.69K), WCG Wealth Advisors LLC ($31.47K), Thrivent Financial for Lutherans ($21.61K), Cerity Partners OCIO LLC ($20.14K), and Golden State Equity Partners ($16.97K).

Institutional investors have sold a total of 830,554 shares in the last 24 months. This volume of shares sold represents approximately $82.61M in transactions.


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Institutional ownership data for BATS:NULG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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