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

Nuveen ESG Large-Cap Value ETF logo
$50.03 0.00 (0.00%)
As of 05/5/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$222.10M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$113.69M
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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
5/6/2026One 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%
5/5/2026 Avantax Planning Partners Inc.4,907$223K0.0%-6.2%0.012%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management401,443$18.27M0.3%-1.9%0.972%
5/4/2026 Abound Financial LLC11,836$539K0.2%-17.9%0.029%
5/4/2026 Vantage Point Financial LLC5,025$229K0.1%-13.5%0.012%
5/1/2026 Fifth Third Bancorp3,629$165K0.0%N/A0.009%
5/1/2026 EQ Wealth Advisors LLC5,147$234K0.1%-5.2%0.012%
5/1/2026 WealthShield Partners LLC30,229$1.38M0.2%+8.5%0.073%
4/30/2026 Hsbc Holdings PLC49,698$2.26M0.0%+0.5%0.120%
4/30/2026 Millstone Evans Group LLC1,454$66K0.0%-29.5%0.004%
4/30/2026 Kestra Advisory Services LLC41,915$1.91M0.0%+2.4%0.101%
4/27/2026 PFG Investments LLC12,530$570K0.0%+11.6%0.030%
4/27/2026 Lodestar Private Asset Management LLC8,213$374K0.0%+4.2%0.020%
4/27/2026 Private Advisor Group LLC46,923$2.14M0.0%-5.1%0.114%
4/27/2026 DeDora Capital Inc.8,135$370K0.1%N/A0.020%
4/27/2026 Trademark Financial Management LLC9,168$417K0.2%-3.6%0.022%
4/25/2026 rebel Financial LLC89,316$4.06M1.8%+3.6%0.216%
4/24/2026 First Pacific Financial10,658$485K0.1%-2.2%0.026%
4/24/2026 Equita Financial Network Inc.52,803$2.40M0.8%+6.0%0.128%
4/24/2026 Strategic Point Investment Advisors LLC44,205$2.01M0.3%-2.7%0.107%
4/23/2026 Private Wealth Management Group LLC28,971$1.32M0.3%+2.4%0.070%
4/23/2026 Clarity Wealth Development LLC9,246$421K0.3%-3.6%0.022%
4/23/2026 Vicus Capital87,818$4.00M0.3%-6.0%0.213%
4/22/2026 DDFG Inc12,875$586K0.1%+1.7%0.031%
4/21/2026 Falcon Wealth Planning33,510$1.53M0.1%-8.0%0.081%
4/21/2026 Penobscot Wealth Management9,309$424K0.1%+4.5%0.023%
4/20/2026 RFG Advisory LLC10,751$489K0.0%-41.5%0.026%
4/18/2026 CENTRAL TRUST Co16,125$734K0.0%-1.9%0.039%
4/17/2026 Johnson Bixby & Associates LLC7,590$345K0.0%-22.6%0.018%
4/16/2026 Triad Wealth Partners LLC5,025$229K0.0%-13.5%0.012%
3/20/2026 Hsbc 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%
3/6/2026 Hsbc Holdings PLC49,460$2.23M0.0%-3.0%0.120%
2/19/2026Compound Planning Inc.6,007$271K0.0%-5.2%0.015%
2/19/2026 Axxcess 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%
2/18/2026EP Wealth Advisors LLC93,900$4.23M0.0%N/A0.227%
2/18/2026NewEdge Advisors LLC106,578$4.80M0.0%-4.4%0.258%
2/18/2026VestGen Advisors LLC12,990$585K0.0%-41.4%0.031%
2/17/2026Cetera Investment Advisers189,251$8.53M0.0%+10.0%0.458%
2/17/2026Equitable Holdings Inc.73,521$3.31M0.0%+29.3%0.178%
2/17/2026Osaic Holdings Inc.36,307$1.64M0.0%-30.4%0.088%
2/17/2026Captrust Financial Advisors238,109$10.73M0.0%+11.1%0.577%
2/17/2026&PARTNERS47,290$2.13M0.0%+49.0%0.115%
2/17/2026Royal Bank of Canada164,201$7.40M0.0%+36.6%0.398%
2/17/2026 Abound Financial LLC14,413$649K0.2%-9.1%0.035%
2/16/2026 MML Investors Services LLC27,456$1.24M0.0%+62.0%0.066%
2/16/2026Mariner LLC234,287$10.56M0.0%-0.2%0.567%
2/16/2026Focus Partners Wealth32,968$1.49M0.0%+7.3%0.080%
2/16/2026Clarity Asset Management Inc.109,086$4.91M2.7%+1.9%0.264%
2/13/2026 Kestra Advisory Services LLC40,918$1.84M0.0%+21.5%0.099%
2/13/2026Parkside Financial Bank & Trust7,569$341K0.0%-18.8%0.018%
2/13/2026Plum Street Advisors LLC77,532$3.49M1.2%+42.4%0.188%
2/13/2026UMB Bank n.a.34,145$1.54M0.0%-1.6%0.083%
2/13/2026Stifel Financial Corp54,433$2.45M0.0%-0.7%0.132%
2/13/2026Commerce Bank24,165$1.09M0.0%+0.9%0.059%
2/13/2026Balanced Rock Investment Advisors LLC57,685$2.60M1.8%-2.2%0.140%
2/13/2026Smartleaf Asset Management LLC1,989$90K0.0%+192.5%0.005%
2/13/2026Morgan Stanley1,232,845$55.54M0.0%+2.6%2.985%
2/13/2026Integrated Wealth Concepts LLC16,710$753K0.0%-24.5%0.040%
2/13/2026OpenArc Corporate Advisory LLC11,425$515K0.0%N/A0.028%
2/13/2026Wells Fargo & Company MN45,599$2.05M0.0%+10.5%0.110%
2/12/2026Rossby Financial LCC12,744$574K0.2%-2.6%0.031%
2/12/2026Orion Porfolio Solutions LLC7,552$340K0.0%+20.2%0.018%
2/12/2026 Commonwealth Equity Services LLC1,005,224$45.29M0.1%+30.9%2.434%
2/12/2026 Penobscot Wealth Management8,911$401K0.1%+3.1%0.022%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners18,803$847K0.4%N/A0.046%
2/12/2026Investor s Fiduciary Advisor Network LLC13,359$601K0.1%+6.1%0.032%
2/12/2026 Wilmington Savings Fund Society FSB108,565$4.89M0.1%+26.5%0.263%
2/12/2026Riverwater Partners LLC6,541$295K0.1%+4.4%0.016%
2/12/2026Wescott Financial Advisory Group LLC24,183$1.09M0.1%+12.0%0.059%
2/11/2026Gateway Wealth Partners LLC45,759$2.06M0.2%+3.0%0.111%
2/11/2026Fund Evaluation Group LLC205,534$9.26M0.3%-1.9%0.498%
2/11/2026Capital Analysts LLC15,311$690K0.0%+2.6%0.037%
2/11/2026TIAA Trust National Association4,868,104$219.31M0.5%+4.2%11.787%
2/11/2026LPL Financial LLC1,789,579$80.62M0.0%+26.1%4.333%
2/11/2026JPMorgan Chase & Co.2,027,216$91.33M0.0%-0.3%4.909%
2/11/2026 OneAscent Financial Services LLC4,502$203K0.0%-6.7%0.011%
2/11/2026Verus Capital Partners LLC10,621$478K0.0%+10.6%0.026%
2/10/2026Lido Advisors LLC6,911$311K0.0%N/A0.017%
2/10/2026Goldman Sachs Group Inc.82,316$3.71M0.0%+14.2%0.199%
2/10/2026 Old Peak Finance LLC11,551$520K0.3%N/A0.028%
2/10/2026One Capital Management LLC116,314$5.24M0.2%+103.0%0.282%
2/10/2026Hilltop Partners LLC5,162$233K0.1%-8.0%0.012%
2/10/2026 Blueline Advisors LLC11,793$531K0.4%N/A0.029%
2/10/2026Northwestern Mutual Wealth Management Co.30,914$1.39M0.0%+5.4%0.075%
2/10/2026 Savant Capital LLC86,773$3.91M0.0%-8.2%0.210%
2/9/2026Flputnam Investment Management Co.14,939$673K0.0%-4.4%0.036%
2/9/2026Diversified Portfolios Inc.19,206$865K0.1%-1.4%0.047%
2/9/2026Harbour Investments Inc.22,922$1.03M0.0%+9.1%0.056%
2/9/2026 Pathfinder Wealth Consulting Inc.16,237$731K0.5%N/A0.039%
2/6/2026 Axxcess Wealth Management LLC19,488$878K0.0%+6.1%0.047%


NULV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NULV shares?

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 ($600.79M), TIAA Trust National Association ($219.31M), JPMorgan Chase & Co. ($91.33M), LPL Financial LLC ($80.62M), Morgan Stanley ($55.54M), Commonwealth Equity Services LLC ($45.29M), and Mercer Global Advisors Inc. ADV ($30.63M).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 252 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 ($1.30M), LPL Financial LLC ($620.67K), JPMorgan Chase & Co. ($508.70K), Commonwealth Equity Services LLC ($395.83K), Goldman Sachs Group Inc. ($381.75K), Raymond James Financial Inc. ($326.26K), and Mercer Global Advisors Inc. ADV ($325.12K).

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

Institutional investors have bought a total of 5,135,260 shares in the last 24 months. This purchase volume represents approximately $222.10M in transactions.

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

Of the 131 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: Thrivent Financial for Lutherans ($602.46K), Envestnet Asset Management Inc. ($348.60K), Vestmark Advisory Solutions Inc. ($231.91K), Forefront Analytics LLC ($181.75K), CGC Financial Services LLC ($150.98K), Raymond James Financial Inc. ($117.83K), and TIAA Trust National Association ($69.82K).

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

Institutional investors have sold a total of 2,665,307 shares in the last 24 months. This volume of shares sold represents approximately $113.69M in transactions.



This page (BATS:NULV) was last updated on 5/6/2026 by MarketBeat.com Staff.
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