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

Nuveen ESG Large-Cap Value ETF logo
$53.85 -0.06 (-0.11%)
As of 08/14/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$147.50M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$117.69M
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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
7/10/2026 Investors Research Corp737$37K0.0%-42.8%0.002%
7/10/2026 Warner Financial Inc.4,761$238K0.1%N/A0.012%
7/9/2026 Revolve Wealth Partners LLC44,588$2.23M0.2%-2.0%0.108%
7/9/2026 Focus Financial Network Inc.14,800$740K0.0%-3.6%0.036%
7/9/2026 Strategic Point Investment Advisors LLC44,645$2.23M0.3%+1.0%0.108%
7/7/2026 JGP Wealth Management LLC6,341$317K0.0%+4.0%0.015%
7/7/2026 Canandaigua National Bank & Trust Co.46,031$2.30M0.2%N/A0.111%
7/7/2026 CGN Advisors LLC46,095$2.30M0.2%-0.9%0.112%
7/6/2026 Sincerus Advisory LLC37,589$1.88M1.3%-0.8%0.091%
7/2/2026 CX Institutional72,331$3.62M0.1%-2.2%0.175%
7/1/2026 Eastern Bank288,102$14.40M0.2%+2.4%0.698%
6/18/2026Western Wealth Management LLC8,077$367K0.0%+5.5%0.020%
6/3/2026 NewEdge Advisors LLC95,175$4.33M0.0%-10.7%0.230%
5/22/2026WNY Asset Management LLC20,801$946K0.1%N/A0.050%
5/22/2026 Verus Capital Partners LLC11,981$545K0.0%+12.8%0.029%
5/19/2026Western Wealth Management LLC8,077$367K0.0%+5.5%0.020%
5/19/2026 NewEdge 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%
5/18/2026 Estate Counselors LLC9,185$418K0.0%N/A0.022%
5/15/2026 Gateway Wealth Partners LLC69,561$3.17M0.1%+52.0%0.168%
5/15/2026Waverly Advisors LLC944$43K0.0%N/A0.002%
5/14/2026 Sentinel Advisory Group LLC4,583$209K0.1%N/A0.011%
5/14/2026 Compound Planning Inc.4,909$223K0.0%-18.3%0.012%
5/14/2026Modern Wealth Management LLC17,054$782K0.0%-18.8%0.041%
5/14/2026 Forefront Analytics LLC195,657$8.90M8.1%+38.4%0.474%
5/13/2026 Cetera Investment Advisers167,164$7.61M0.0%-11.7%0.405%
5/7/2026 Morgan Dempsey Capital Management LLC4,248$193K0.1%+6.8%0.010%
5/6/2026 Bartlett & CO. Wealth Management LLC47,507$2.35M0.0%N/A0.115%
5/6/2026 Modera Wealth Management LLC7,799$355K0.0%-4.5%0.019%
5/6/2026 Assetmark Inc.125,123$5.69M0.0%+5.0%0.303%
5/6/2026 One Day In July LLC54,875$2.50M0.2%-0.9%0.133%
5/5/2026 D.A. Davidson & CO.12,018$547K0.0%-1.8%0.029%
5/5/2026 Bank 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%
5/5/2026 Sanctuary 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%
5/4/2026Abound Financial LLC11,836$539K0.2%-17.9%0.029%
5/4/2026Vantage Point Financial LLC5,025$229K0.1%-13.5%0.012%
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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%
4/30/2026Hsbc 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%
4/25/2026rebel 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%
3/20/2026Hsbc Holdings PLC49,460$2.23M0.0%-3.0%0.120%
3/17/2026 Rockefeller Capital Management L.P.18,617$839K0.0%+21.0%0.045%
3/9/2026 Corient Private Wealth LLC119,244$5.37M0.0%-3.2%0.289%
3/6/2026Hsbc Holdings PLC49,460$2.23M0.0%-3.0%0.120%
2/19/2026 Compound Planning Inc.6,007$271K0.0%-5.2%0.015%
2/19/2026 Axxcess Wealth Management LLC19,488$878K0.0%+6.1%0.047%
2/19/2026 Birchwood Financial Partners Inc.1,867$84K0.1%N/A0.005%
2/19/2026 Corient Private Wealth LLC114,921$5.18M0.0%-6.7%0.278%
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC93,900$4.23M0.0%N/A0.227%
2/18/2026 NewEdge Advisors LLC106,578$4.80M0.0%-4.4%0.258%
2/18/2026 VestGen Advisors LLC12,990$585K0.0%-41.4%0.031%
2/17/2026 Cetera 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%
2/17/2026 Captrust 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%
2/17/2026Abound Financial LLC14,413$649K0.2%-9.1%0.035%
2/16/2026 MML Investors Services LLC27,456$1.24M0.0%+62.0%0.066%
2/16/2026 Mariner LLC234,287$10.56M0.0%-0.2%0.567%
2/16/2026 Focus Partners Wealth32,968$1.49M0.0%+7.3%0.080%
2/16/2026 Clarity 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%
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2/13/2026Parkside Financial Bank & Trust7,569$341K0.0%-18.8%0.018%
2/13/2026 Plum Street Advisors LLC77,532$3.49M1.2%+42.4%0.188%
2/13/2026 UMB Bank n.a.34,145$1.54M0.0%-1.6%0.083%
2/13/2026 Stifel Financial Corp54,433$2.45M0.0%-0.7%0.132%
2/13/2026 Commerce Bank24,165$1.09M0.0%+0.9%0.059%
2/13/2026Balanced Rock Investment Advisors LLC57,685$2.60M1.8%-2.2%0.140%
2/13/2026 Smartleaf Asset Management LLC1,989$90K0.0%+192.5%0.005%
2/13/2026 Morgan Stanley1,232,845$55.54M0.0%+2.6%2.985%
2/13/2026 Integrated Wealth Concepts LLC16,710$753K0.0%-24.5%0.040%
2/13/2026 OpenArc Corporate Advisory LLC11,425$515K0.0%N/A0.028%


NULV Institutional Ownership - Frequently Asked Questions

During the previous two years, 282 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), 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.

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), Forefront Analytics LLC ($342.94K), and Raymond James Financial Inc. ($326.26K).

Institutional investors have bought a total of 3,297,425 shares in the last 24 months. This purchase volume represents approximately $147.50M in transactions.

Of the 110 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), Thrivent Financial for Lutherans ($602.46K), Envestnet Asset Management Inc. ($282.10K), Vestmark Advisory Solutions Inc. ($231.03K), Raymond James Financial Inc. ($117.83K), Forefront Analytics LLC ($97.94K), and Royal Bank of Canada ($42.59K).

Institutional investors have sold a total of 2,669,638 shares in the last 24 months. This volume of shares sold represents approximately $117.69M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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