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Nuveen ESG Large-Cap Value ETF (NULV) Institutional Ownership

Nuveen ESG Large-Cap Value ETF logo
$42.14 +2.56 (+6.47%)
As of 03:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$142.88M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$96.05M
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NULV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025First Pacific Financial10,074$422K0.1%+5.2%0.024%
7/18/2025Marino Stram & Associates LLC26,487$1.11M0.2%-57.7%0.064%
7/18/2025PFG Investments LLC11,430$479K0.0%+5.5%0.028%
7/18/2025Institute for Wealth Management LLC.8,712$365K0.0%+27.7%0.021%
7/18/2025Truist Financial Corp13,749$576K0.0%+4.7%0.033%
7/18/2025Lockerman Financial Group Inc.11,267$472K0.6%-3.4%0.027%
7/17/2025XY Planning Network Inc.11,851$497K0.2%+8.7%0.029%
7/17/2025Johnson Bixby & Associates LLC13,211$554K0.1%-6.6%0.032%
7/16/2025 ST Germain D J Co. Inc.134,719$5.65M0.2%+2.3%0.326%
7/16/2025 Falcon Wealth Planning30,075$1.26M0.1%+32.1%0.073%
7/15/2025 McAdam LLC17,195$721K0.0%+5.8%0.042%
7/15/2025 Regatta Capital Group LLC141,763$5.94M1.0%-0.7%0.343%
7/15/2025 RTD Financial Advisors Inc.10,396$436K0.1%-7.1%0.025%
7/15/2025 CGN Advisors LLC42,551$1.78M0.2%+4.6%0.103%
7/14/2025 Park Avenue Securities LLC67,427$2.83M0.0%N/A0.163%
7/11/2025 Bond & Devick Financial Network Inc.27,630$1.16M0.4%+16.8%0.067%
7/11/2025 CX Institutional58,957$2.47M0.1%-7.7%0.143%
7/11/2025 UMB Bank n.a.34,694$1.45M0.0%-6.0%0.084%
7/10/2025 Focus Financial Network Inc.21,592$905K0.0%-23.4%0.052%
7/9/2025 O Brien Wealth Partners LLC272,488$11.42M1.8%+0.6%0.659%
7/8/2025 Canandaigua National Bank & Trust Co.48,030$2.01M0.2%-8.5%0.116%
7/7/2025 Investors Research Corp1,902$80K0.0%+18.9%0.005%
6/27/2025Goldman Sachs Group Inc.185,756$7.52M0.0%N/A0.449%
5/29/2025Plum Street Advisors LLC52,568$2.13M1.0%+3.5%0.128%
5/21/2025 McAdam LLC16,250$658K0.0%+15.9%0.040%
5/16/2025Signature Estate & Investment Advisors LLC21,495$870K0.0%+4.3%0.053%
5/16/2025Goldman Sachs Group Inc.185,756$7.52M0.0%N/A0.456%
5/16/2025NewEdge Advisors LLC92,059$3.73M0.0%-33.2%0.226%
5/15/2025EP Wealth Advisors LLC53,641$2.17M0.0%-1.2%0.132%
5/15/2025Flputnam Investment Management Co.19,621$794K0.0%-68.4%0.048%
5/15/2025Royal Bank of Canada106,962$4.33M0.0%+5.0%0.262%
5/15/2025MAI Capital Management5,580$226K0.0%-8.9%0.014%
5/15/2025Clarity Asset Management Inc.95,711$3.88M2.5%-32.6%0.235%
5/14/2025Per Stirling Capital Management LLC.18,002$729K0.1%-6.8%0.044%
5/14/2025Comerica Bank3,208$130K0.0%N/A0.008%
5/14/2025Northwestern Mutual Wealth Management Co.29,899$1.21M0.0%-5.3%0.073%
5/14/2025Rede Wealth LLC7,027$285K0.1%-5.7%0.017%
5/14/2025Capital Analysts LLC13,837$560K0.0%+10.7%0.034%
5/14/2025Tradition Wealth Management LLC17,955$727K0.1%+6.4%0.044%
5/14/2025Hsbc Holdings PLC60,630$2.46M0.0%-6.5%0.149%
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5/14/2025Forefront Analytics LLC555,012$22.47M25.9%-13.1%1.362%
5/14/2025RWA Wealth Partners LLC159,779$6.47M0.1%-1.2%0.392%
5/13/2025Raymond James Financial Inc.324,248$13.13M0.0%+4.9%0.796%
5/13/2025DDFG Inc13,141$532K0.1%+20.3%0.032%
5/13/2025Cresset Asset Management LLC73,500$2.98M0.0%+5.6%0.180%
5/13/2025Vestmark Advisory Solutions Inc.203,040$8.22M0.2%-0.4%0.498%
5/13/2025Dagco Inc.2,145$87K0.0%N/A0.005%
5/13/2025HighTower Advisors LLC173,110$7.01M0.0%-2.2%0.425%
5/12/2025Maia Wealth LLC11,240$432K0.1%-4.4%0.028%
5/12/2025Paulson Wealth Management Inc.10,536$427K0.1%+8.6%0.026%
5/12/2025Atlas Capital Advisors Inc.1,370$55K0.0%-96.5%0.003%
5/12/2025Balanced Rock Investment Advisors LLC46,741$1.89M1.5%-1.1%0.115%
5/9/2025Evolution Advisers Inc.61,312$2.48M1.2%+8.8%0.150%
5/9/2025Chicago Partners Investment Group LLC8,631$340K0.0%-5.1%0.021%
5/9/2025WealthShield Partners LLC35,786$1.45M0.2%-3.4%0.088%
5/9/2025Commonwealth Equity Services LLC808,263$32.73M0.0%+5.7%1.983%
5/9/2025Blair William & Co. IL2,428$98K0.0%N/A0.006%
5/9/2025PNC Financial Services Group Inc.59,530$2.41M0.0%-5.2%0.146%
5/8/2025TIAA Trust National Association3,860,977$156.33M0.5%-1.8%9.475%
5/8/2025US Bancorp DE12,784$518K0.0%-14.1%0.031%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management390,907$15.83M0.4%-0.3%0.959%
5/8/2025Harbour Investments Inc.20,359$824K0.0%-3.1%0.050%
5/8/2025 RVW Wealth LLC8,862$359K0.0%+25.3%0.022%
5/8/2025NorthRock Partners LLC22,368$906K0.0%-2.7%0.055%
5/8/2025Modera Wealth Management LLC9,470$383K0.0%-20.5%0.023%
5/8/2025Eastern Bank306,033$12.39M0.2%+120.9%0.751%
5/7/2025LPL Financial LLC1,310,942$53.08M0.0%+20.6%3.217%
5/7/2025BlueStem Wealth Partners LLC19,042$771K0.1%+6.6%0.047%
5/6/2025Assetmark Inc.94,098$3.81M0.0%+2.4%0.231%
5/6/2025Cetera Investment Advisers130,943$5.30M0.0%-14.4%0.321%
5/6/2025Avantax Advisory Services Inc.15,607$632K0.0%-2.3%0.038%
5/6/2025Journey Strategic Wealth LLC25,902$1.05M0.0%+5.6%0.064%
5/6/2025Opes Wealth Management LLC85,329$3.46M0.7%+19.1%0.209%
5/6/2025American Financial & Tax Strategies Inc.7,080$287K0.2%+23.9%0.017%
5/5/2025WNY Asset Management LLC83,359$3.38M0.4%-1.3%0.203%
5/5/2025Fountainhead AM LLC7,190$291K0.0%-16.8%0.018%
5/5/2025Private Advisor Group LLC39,777$1.61M0.0%-6.4%0.097%
5/2/2025Bailard Inc.28,420$1.15M0.0%-14.5%0.069%
5/2/2025Concord Wealth Partners12,871$521K0.1%-22.6%0.031%
5/2/2025Concord Asset Management LLC VA7,132$274K0.1%-19.0%0.017%
5/2/2025First Business Financial Services Inc.20,949$848K0.1%-3.3%0.051%
5/2/2025Apollon Wealth Management LLC9,162$371K0.0%+17.3%0.022%
5/1/2025Gateway Wealth Partners LLC30,834$1.25M0.3%+1.2%0.075%
4/30/2025Cerity Partners LLC12,675$513K0.0%+16.6%0.031%
4/30/2025Allworth Financial LP177,337$6.87M0.0%-0.4%0.432%
4/30/2025Trek Financial LLC8,405$340K0.0%+8.0%0.020%
4/30/2025Abound Financial LLC15,031$609K0.3%-19.4%0.037%
4/29/2025Envestnet Asset Management Inc.987,352$39.98M0.0%-3.7%2.405%
4/29/2025Fund Evaluation Group LLC217,969$8.80M0.4%+0.6%0.531%
4/29/2025One Day In July LLC83,478$3.38M0.3%-0.7%0.203%
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4/29/2025Bank of New York Mellon Corp181,429$7.35M0.0%-1.4%0.442%
4/29/2025Columbia River Financial Group LLC8,047$325K0.2%-9.6%0.020%
4/29/2025Onyx Bridge Wealth Group LLC15,744$637K0.1%-17.4%0.038%
4/28/2025Milestone Investment Advisors LLC2,354$95K0.0%+14.3%0.006%
4/28/2025 O Brien Wealth Partners LLC270,778$10.96M2.0%-0.8%0.660%
4/28/2025Equita Financial Network Inc.49,367$2.00M0.7%+9.2%0.120%
4/28/2025Penobscot Wealth Management6,089$247K0.1%N/A0.015%
4/28/2025Money Design Co. Ltd.211,697$8.57M0.4%-60.1%0.516%
4/28/2025Rossby Financial LCC13,955$539K0.2%-9.5%0.034%
4/25/2025 Canandaigua National Bank & Trust Co.52,482$2.13M0.2%-3.4%0.128%
(Data available from 1/1/2016 forward)

NULV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NULV shares?

During the previous two years, 260 institutional investors and hedge funds held shares of Nuveen ESG Large-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($534.11M), TIAA FSB ($162.39M), TIAA Trust National Association ($156.33M), JPMorgan Chase & Co. ($78.71M), LPL Financial LLC ($53.08M), Envestnet Asset Management Inc. ($39.98M), and Thrivent Financial for Lutherans ($35.49M).Learn more on Nuveen ESG Large-Cap Value ETF's institutional investors.

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

Of the 230 institutional investors that purchased Nuveen ESG Large-Cap Value 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 ($3.98M), JPMorgan Chase & Co. ($476.09K), Perella Weinberg Partners Capital Management LP ($470.86K), Goldman Sachs Group Inc. ($371.51K), Envestnet Portfolio Solutions Inc. ($352.07K), Raymond James Financial Inc. ($324.25K), and Clarity Asset Management Inc. ($306.70K).

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

Institutional investors have bought a total of 3,606,021 shares in the last 24 months. This purchase volume represents approximately $142.88M in transactions.

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

Of the 111 institutional investors that sold Nuveen ESG Large-Cap Value 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 ($427.29K), Money Design Co. Ltd. ($326.81K), Ameritas Advisory Services LLC ($167.79K), Forefront Analytics LLC ($139.62K), Corient Private Wealth LLC ($134.21K), Thrivent Financial for Lutherans ($116.04K), and Stewardship Advisors LLC ($98.02K).

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

Institutional investors have sold a total of 2,403,214 shares in the last 24 months. This volume of shares sold represents approximately $96.05M in transactions.



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