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

Nuveen ESG Large-Cap Value ETF logo
$39.70 +0.12 (+0.30%)
As of 05/9/2025 09:55 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$144.55M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$85.39M
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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
5/9/2025 Evolution Advisers Inc.61,312$2.48M1.2%+8.8%0.150%
5/9/2025 Chicago Partners Investment Group LLC8,631$340K0.0%-5.1%0.021%
5/9/2025 WealthShield Partners LLC35,786$1.45M0.2%-3.4%0.088%
5/9/2025 Commonwealth Equity Services LLC808,263$32.73M0.0%+5.7%1.983%
5/9/2025 Blair William & Co. IL2,428$98K0.0%N/A0.006%
5/9/2025 PNC Financial Services Group Inc.59,530$2.41M0.0%-5.2%0.146%
5/8/2025 TIAA Trust National Association3,860,977$156.33M0.5%-1.8%9.475%
5/8/2025 US Bancorp DE12,784$518K0.0%-14.1%0.031%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management390,907$15.83M0.4%-0.3%0.959%
5/8/2025 Harbour Investments Inc.20,359$824K0.0%-3.1%0.050%
5/8/2025 RVW Wealth LLC8,862$359K0.0%+25.3%0.022%
5/8/2025 NorthRock Partners LLC22,368$906K0.0%-2.7%0.055%
5/8/2025 Modera Wealth Management LLC9,470$383K0.0%-20.5%0.023%
5/8/2025 Eastern Bank306,033$12.39M0.2%+120.9%0.751%
5/7/2025 LPL Financial LLC1,310,942$53.08M0.0%+20.6%3.217%
5/7/2025 BlueStem Wealth Partners LLC19,042$771K0.1%+6.6%0.047%
5/6/2025 Assetmark Inc.94,098$3.81M0.0%+2.4%0.231%
5/6/2025 Cetera Investment Advisers130,943$5.30M0.0%-14.4%0.321%
5/6/2025 Avantax Advisory Services Inc.15,607$632K0.0%-2.3%0.038%
5/6/2025 Journey Strategic Wealth LLC25,902$1.05M0.0%+5.6%0.064%
5/6/2025 Opes Wealth Management LLC85,329$3.46M0.7%+19.1%0.209%
5/6/2025 American Financial & Tax Strategies Inc.7,080$287K0.2%+23.9%0.017%
5/5/2025 WNY Asset Management LLC83,359$3.38M0.4%-1.3%0.203%
5/5/2025 Fountainhead AM LLC7,190$291K0.0%-16.8%0.018%
5/5/2025 Private Advisor Group LLC39,777$1.61M0.0%-6.4%0.097%
5/2/2025 Bailard Inc.28,420$1.15M0.0%-14.5%0.069%
5/2/2025 Concord Wealth Partners12,871$521K0.1%-22.6%0.031%
5/2/2025 Concord Asset Management LLC VA7,132$274K0.1%-19.0%0.017%
5/2/2025 First Business Financial Services Inc.20,949$848K0.1%-3.3%0.051%
5/2/2025 Apollon Wealth Management LLC9,162$371K0.0%+17.3%0.022%
5/1/2025 Gateway Wealth Partners LLC30,834$1.25M0.3%+1.2%0.075%
4/30/2025 Cerity Partners LLC12,675$513K0.0%+16.6%0.031%
4/30/2025 Allworth Financial LP177,337$6.87M0.0%-0.4%0.432%
4/30/2025 Trek Financial LLC8,405$340K0.0%+8.0%0.020%
4/30/2025 Abound Financial LLC15,031$609K0.3%-19.4%0.037%
4/29/2025 Envestnet Asset Management Inc.987,352$39.98M0.0%-3.7%2.405%
4/29/2025 Fund Evaluation Group LLC217,969$8.80M0.4%+0.6%0.531%
4/29/2025 One Day In July LLC83,478$3.38M0.3%-0.7%0.203%
4/29/2025 Bank of New York Mellon Corp181,429$7.35M0.0%-1.4%0.442%
4/29/2025 Columbia River Financial Group LLC8,047$325K0.2%-9.6%0.020%
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4/29/2025 Onyx Bridge Wealth Group LLC15,744$637K0.1%-17.4%0.038%
4/28/2025 Milestone 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%
4/28/2025 Equita Financial Network Inc.49,367$2.00M0.7%+9.2%0.120%
4/28/2025 Penobscot Wealth Management6,089$247K0.1%N/A0.015%
4/28/2025 Money Design Co. Ltd.211,697$8.57M0.4%-60.1%0.516%
4/28/2025 Rossby 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%
4/25/2025 Ameritas Advisory Services LLC101,675$4.12M0.2%-41.5%0.248%
4/25/2025 Trademark Financial Management LLC26,771$1.08M0.8%-2.5%0.065%
4/24/2025 BSW Wealth Partners121,048$4.90M0.7%-11.9%0.295%
4/24/2025 Mascoma Wealth Management LLC58,664$2.38M0.6%-19.2%0.143%
4/24/2025 Trust Co. of Vermont714$29K0.0%N/A0.002%
4/24/2025 Falcon Wealth Planning22,775$922K0.1%+25.7%0.055%
4/23/2025 Western Wealth Management LLC6,106$247K0.0%N/A0.015%
4/23/2025 Lifelong Wealth Advisors Inc.6,378$258K0.1%-8.1%0.016%
4/23/2025 Perigon Wealth Management LLC5,932$240K0.0%N/A0.014%
4/23/2025 Golden State Wealth Management LLC1,246$50K0.0%+100.0%0.003%
4/23/2025 Johnson Bixby & Associates LLC14,138$572K0.1%-42.9%0.034%
4/23/2025 Walkner Condon Financial Advisors LLC14,492$587K0.1%+2.9%0.035%
4/23/2025 Oppenheimer Asset Management Inc.46,059$1.87M0.0%N/A0.112%
4/22/2025 Flagship Harbor Advisors LLC6,196$251K0.0%+6.8%0.015%
4/22/2025 Cambridge Investment Research Advisors Inc.468,325$18.96M0.1%-4.5%1.141%
4/22/2025 PFG Investments LLC10,835$439K0.0%-4.4%0.026%
4/21/2025 Sincerus Advisory LLC34,533$1.40M1.5%-1.5%0.084%
4/21/2025 Institute for Wealth Management LLC.6,821$276K0.0%N/A0.017%
4/21/2025 Marino Stram & Associates LLC62,544$2.53M0.6%-27.5%0.152%
4/21/2025 Kingswood Wealth Advisors LLC21,094$854K0.0%-15.4%0.051%
4/18/2025 Colorado Capital Management Inc.11,164$452K0.2%+13.5%0.027%
4/17/2025 Vicus Capital96,333$3.90M0.4%-2.0%0.235%
4/17/2025 Janney Montgomery Scott LLC6,878$278K0.0%N/A0.017%
4/17/2025 Mission Wealth Management LP205,816$8.33M0.2%+9.1%0.501%
4/17/2025 Stewardship Advisors LLC5,221$211K0.1%-77.2%0.013%
4/17/2025 RHS Financial LLC6,571$266K0.1%+18.3%0.016%
4/17/2025 Lockerman Financial Group Inc.11,664$472K0.7%-47.9%0.028%
4/16/2025 Wealth Enhancement Advisory Services LLC15,193$615K0.0%-9.4%0.037%
4/15/2025 Focus Financial Network Inc.28,186$1.14M0.0%+5.2%0.069%
4/15/2025 CX Institutional63,845$2.59M0.1%-0.9%0.156%
4/15/2025 Wealthcare Advisory Partners LLC6,858$278K0.0%-4.2%0.017%
4/14/2025 Regatta Capital Group LLC142,757$5.78M1.1%+1.5%0.348%
4/14/2025 CGC Financial Services LLC154,684$6.26M2.5%+2.7%0.377%
4/14/2025 Revolve Wealth Partners LLC43,693$1.77M0.3%+20.6%0.106%
4/14/2025 UMB Bank n.a.36,921$1.50M0.0%-8.4%0.090%
4/14/2025 LexAurum Advisors LLC11,371$460K0.1%+3.2%0.028%
4/10/2025 Better Money Decisions LLC19,831$803K0.5%-3.0%0.048%
4/10/2025 CGN Advisors LLC40,696$1.65M0.2%+2.7%0.099%
4/9/2025 ETF Portfolio Partners Inc.8,966$363K0.1%+4.0%0.022%
4/9/2025 ST Germain D J Co. Inc.131,748$5.33M0.3%+11.3%0.320%
4/9/2025 Merit Financial Group LLC45,493$1.84M0.0%-31.7%0.111%
4/9/2025 Shotwell Rutter Baer Inc24,176$894K0.8%+5.0%0.059%
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4/8/2025 Investors Research Corp1,600$65K0.0%+45.1%0.004%
4/8/2025 Parallel Advisors LLC3,200$130K0.0%N/A0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC16,769$660K0.0%+61.3%0.041%
3/6/2025 Wood Tarver Financial Group LLC2,592$102K0.0%N/A0.006%
2/27/2025 XY Planning Network Inc.10,962$432K0.3%N/A0.027%
2/21/2025 WNY Asset Management LLC84,422$3.32M0.4%-1.8%0.206%
2/19/2025 Columbia River Financial Group LLC8,904$350K0.2%N/A0.021%
2/18/2025GTS Securities LLC13,413$528K0.0%N/A0.032%
2/17/2025 NorthRock Partners LLC22,980$905K0.0%N/A0.055%
2/17/2025 Investor s Fiduciary Advisor Network LLC11,923$469K0.2%N/A0.028%
(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, 256 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 NULV's institutional investors.

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

Of the 229 institutional investors that purchased Nuveen ESG Large-Cap Value ETF 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), Bank of America Corp DE ($1.10M), Perella Weinberg Partners Capital Management LP ($546.65K), JPMorgan Chase & Co. ($476.09K), Envestnet Portfolio Solutions Inc. ($352.07K), Raymond James Financial Inc. ($309.00K), 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 12,258,061 shares in the last 24 months. This purchase volume represents approximately $438.95M in transactions.

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

Of the 148 institutional investors that sold Nuveen ESG Large-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($732.66K), Forefront Analytics LLC ($520.80K), Bank of America Corp DE ($427.29K), Laurel Wealth Planning LLC ($370.17K), Money Design Co. Ltd. ($326.81K), Envestnet Asset Management Inc. ($325.64K), and Raymond James Financial Services Advisors Inc. ($317.80K).

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

Institutional investors have sold a total of 6,585,505 shares in the last 24 months. This volume of shares sold represents approximately $239.58M in transactions.



This page (BATS:NULV) was last updated on 5/11/2025 by MarketBeat.com Staff
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