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

Nuveen ESG Large-Cap Value ETF logo
$54.20 +0.29 (+0.54%)
As of 11:42 AM 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)
159
Total
Institutional Inflows
(last 12 months)
$148.22M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$97.85M
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NULV Institutional Buying and Selling by Quarter

Nuveen ESG Large-Cap Value 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.10,775$567K0.2%-3.5%0.026%
10/15/2026Mather Group LLC.3,638$192K0.0%N/A0.009%
10/14/2026Triumph Capital Management2,419$127K0.0%+215.8%0.006%
10/14/2026First Citizens Bank & Trust Co.4,585$241K0.0%N/A0.011%
10/14/2026XY Planning Network Inc.18,784$989K0.1%-2.4%0.045%
10/14/2026Foster Group Inc.3,810$201K0.0%-15.2%0.009%
10/13/2026Sax Wealth Advisors LLC8,952$471K0.0%N/A0.022%
10/13/2026JGP Wealth Management LLC8,247$434K0.0%+30.1%0.020%
10/10/2026RTD Financial Advisors Inc.9,736$513K0.1%-1.9%0.024%
10/9/2026Inspirion Wealth Advisors LLC8,930$470K0.1%+15.4%0.022%
10/8/2026Farther Finance Advisors LLC52,598$2.77M0.0%+12.6%0.127%
10/6/2026RVW Wealth LLC10,168$535K0.0%+6.7%0.025%
10/5/2026Eastern Bank282,132$14.85M0.2%-2.1%0.683%
10/1/2026 Hickory Point Bank & Trust611$32K0.0%N/A0.001%
9/23/2026Envestnet Asset Management Inc.1,099,328$54.96M0.0%+4.4%2.662%
9/9/2026Sequoia Financial Advisors LLC7,150$357K0.0%N/A0.017%
9/9/2026NorthRock Partners LLC16,813$840K0.0%-3.2%0.041%
9/9/2026Integrated Wealth Concepts LLC23,893$1.19M0.0%+4.4%0.058%
9/9/2026RFG Advisory LLC4,743$237K0.0%-55.9%0.011%
9/9/2026NewEdge Advisors LLC96,788$4.84M0.0%+1.7%0.234%
9/8/2026Allworth Financial LP191,358$9.57M0.0%+3.9%0.463%
8/27/2026Corient Private Wealth LP34,386$1.72M0.0%-68.5%0.083%
8/23/2026Ameritas Advisory Services LLC6,158$308K0.0%+4.7%0.015%
8/21/2026Investors Research Corp737$37K0.0%-42.8%0.002%
8/21/2026Legacy Financial Advisors Inc.12,234$612K0.1%-1.9%0.030%
7/10/2026Investors Research Corp737$37K0.0%-42.8%0.002%
7/10/2026Warner Financial Inc.4,761$238K0.1%N/A0.012%
7/9/2026Revolve Wealth Partners LLC44,588$2.23M0.2%-2.0%0.108%
7/9/2026Focus Financial Network Inc.14,800$740K0.0%-3.6%0.036%
7/9/2026Strategic Point Investment Advisors LLC44,645$2.23M0.3%+1.0%0.108%
7/7/2026JGP Wealth Management LLC6,341$317K0.0%+4.0%0.015%
7/7/2026Canandaigua National Bank & Trust Co.46,031$2.30M0.2%N/A0.111%
7/7/2026CGN Advisors LLC46,095$2.30M0.2%-0.9%0.112%
7/6/2026Sincerus Advisory LLC37,589$1.88M1.3%-0.8%0.091%
7/2/2026 CX Institutional72,331$3.62M0.1%-2.2%0.175%
7/1/2026Eastern Bank288,102$14.40M0.2%+2.4%0.698%
6/18/2026Western Wealth Management LLC8,077$367K0.0%+5.5%0.020%
6/3/2026NewEdge Advisors LLC95,175$4.33M0.0%-10.7%0.230%
5/22/2026WNY Asset Management LLC20,801$946K0.1%N/A0.050%
5/22/2026Verus Capital Partners LLC11,981$545K0.0%+12.8%0.029%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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5/19/2026Western Wealth Management LLC8,077$367K0.0%+5.5%0.020%
5/19/2026NewEdge Advisors LLC88,982$4.05M0.1%-16.5%0.215%
5/19/2026Bank of America Corp DE11,855,953$539.45M0.0%-6.3%28.707%
5/18/2026Royal Bank of Canada121,611$5.53M0.0%-25.9%0.294%
5/18/2026Estate Counselors LLC9,185$418K0.0%N/A0.022%
5/15/2026Gateway Wealth Partners LLC69,561$3.17M0.1%+52.0%0.168%
5/15/2026Waverly Advisors LLC944$43K0.0%N/A0.002%
5/14/2026Sentinel Advisory Group LLC4,583$209K0.1%N/A0.011%
5/14/2026Compound Planning Inc.4,909$223K0.0%-18.3%0.012%
5/14/2026Modern Wealth Management LLC17,054$782K0.0%-18.8%0.041%
5/14/2026Forefront Analytics LLC195,657$8.90M8.1%+38.4%0.474%
5/13/2026Cetera Investment Advisers167,164$7.61M0.0%-11.7%0.405%
5/7/2026Morgan Dempsey Capital Management LLC4,248$193K0.1%+6.8%0.010%
5/6/2026Bartlett & CO. Wealth Management LLC47,507$2.35M0.0%N/A0.115%
5/6/2026Modera Wealth Management LLC7,799$355K0.0%-4.5%0.019%
5/6/2026Assetmark Inc.125,123$5.69M0.0%+5.0%0.303%
5/6/2026One Day In July LLC54,875$2.50M0.2%-0.9%0.133%
5/5/2026D.A. Davidson & CO.12,018$547K0.0%-1.8%0.029%
5/5/2026Bank of New York Mellon Corp438,368$19.95M0.0%+27.6%1.061%
5/5/2026Milestone Investment Advisors LLC19,908$906K0.2%+64.1%0.048%
5/5/2026Sanctuary Advisors LLC7,973$363K0.0%-24.4%0.019%
5/5/2026Avantax Planning Partners Inc.4,907$223K0.0%-6.2%0.012%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management401,443$18.27M0.3%-1.9%0.972%
5/4/2026Abound Financial LLC11,836$539K0.2%-17.9%0.029%
5/4/2026Vantage Point Financial LLC5,025$229K0.1%-13.5%0.012%
5/1/2026Fifth Third Bancorp3,629$165K0.0%N/A0.009%
5/1/2026EQ Wealth Advisors LLC5,147$234K0.1%-5.2%0.012%
5/1/2026WealthShield Partners LLC30,229$1.38M0.2%+8.5%0.073%
4/30/2026Hsbc Holdings PLC49,698$2.26M0.0%+0.5%0.120%
4/30/2026Millstone Evans Group LLC1,454$66K0.0%-29.5%0.004%
4/30/2026Kestra Advisory Services LLC41,915$1.91M0.0%+2.4%0.101%
4/27/2026PFG Investments LLC12,530$570K0.0%+11.6%0.030%
4/27/2026Lodestar Private Asset Management LLC8,213$374K0.0%+4.2%0.020%
4/27/2026Private Advisor Group LLC46,923$2.14M0.0%-5.1%0.114%
4/27/2026DeDora Capital Inc.8,135$370K0.1%N/A0.020%
4/27/2026Trademark Financial Management LLC9,168$417K0.2%-3.6%0.022%
4/25/2026rebel Financial LLC89,316$4.06M1.8%+3.6%0.216%
4/24/2026First Pacific Financial10,658$485K0.1%-2.2%0.026%
4/24/2026Equita Financial Network Inc.52,803$2.40M0.8%+6.0%0.128%
4/24/2026Strategic Point Investment Advisors LLC44,205$2.01M0.3%-2.7%0.107%
4/23/2026Private Wealth Management Group LLC28,971$1.32M0.3%+2.4%0.070%
4/23/2026Clarity Wealth Development LLC9,246$421K0.3%-3.6%0.022%
4/23/2026Vicus Capital87,818$4.00M0.3%-6.0%0.213%
4/22/2026DDFG Inc12,875$586K0.1%+1.7%0.031%
4/21/2026Falcon Wealth Planning33,510$1.53M0.1%-8.0%0.081%
4/21/2026Penobscot Wealth Management9,309$424K0.1%+4.5%0.023%
4/20/2026RFG Advisory LLC10,751$489K0.0%-41.5%0.026%
4/18/2026CENTRAL TRUST Co16,125$734K0.0%-1.9%0.039%
4/17/2026Johnson Bixby & Associates LLC7,590$345K0.0%-22.6%0.018%
4/16/2026Triad Wealth Partners LLC5,025$229K0.0%-13.5%0.012%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
3/20/2026Hsbc Holdings PLC49,460$2.23M0.0%-3.0%0.120%
3/17/2026Rockefeller Capital Management L.P.18,617$839K0.0%+21.0%0.045%
3/9/2026Corient Private Wealth LLC119,244$5.37M0.0%-3.2%0.289%
3/6/2026Hsbc Holdings PLC49,460$2.23M0.0%-3.0%0.120%
2/19/2026Compound Planning Inc.6,007$271K0.0%-5.2%0.015%
2/19/2026Axxcess Wealth Management LLC19,488$878K0.0%+6.1%0.047%
2/19/2026Birchwood Financial Partners Inc.1,867$84K0.1%N/A0.005%
2/19/2026Corient Private Wealth LLC114,921$5.18M0.0%-6.7%0.278%
2/18/2026Mercer Global Advisors Inc. ADV679,923$30.63M0.0%+2.1%1.646%
2/18/2026Beacon Pointe Advisors LLC439,525$19.80M0.1%+12.1%1.064%


NULV Institutional Ownership - Frequently Asked Questions

During the previous two years, 284 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 ($539.45M), TIAA Trust National Association ($219.31M), JPMorgan Chase & Co. ($91.33M), LPL Financial LLC ($80.62M), Morgan Stanley ($55.54M), Envestnet Asset Management Inc. ($54.96M), and Commonwealth Equity Services LLC ($45.29M).Learn more on Nuveen ESG Large-Cap Value ETF's institutional investors.

Of the 250 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 ($1.04M), LPL Financial LLC ($620.67K), JPMorgan Chase & Co. ($508.70K), Goldman Sachs Group Inc. ($381.75K), Commonwealth Equity Services LLC ($380.34K), Raymond James Financial Inc. ($326.26K), and Mercer Global Advisors Inc. ADV ($268.03K).

Institutional investors have bought a total of 3,296,908 shares in the last 24 months. This purchase volume represents approximately $148.22M in transactions.

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 ($798.93K), Envestnet Asset Management Inc. ($282.10K), Vestmark Advisory Solutions Inc. ($231.03K), Raymond James Financial Inc. ($117.83K), Forefront Analytics LLC ($97.94K), Corient Private Wealth LP ($74.73K), and Royal Bank of Canada ($42.59K).

Institutional investors have sold a total of 2,177,072 shares in the last 24 months. This volume of shares sold represents approximately $97.85M in transactions.


Related Companies

Institutional ownership data for BATS:NULV 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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