Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

150 institutional holders +23 vs Q3 2022
12,921,35612.9m shares reported held*
$631.6mreported value*
30 new 51 added 49 reduced 10 sold out net bought ≈ $1.5m (+30.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.88.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 127Q4 22: 150150Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022127
Q4 2022150

Biggest buyers

TIAA, FSB Added +527,495+527.5k
FINANCIAL CONSULATE, INC New +116,742+116.7k
UBS Group AG Added +104,559+104.6k
NewEdge Advisors, LLC Added +64,169+64.2k
GeoWealth Management, LLC New +45,941+45.9k
MORGAN STANLEY Added +43,850+43.9k
RVW Wealth, LLC Added +43,499+43.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +40,487+40.5k
CITADEL ADVISORS LLC New +33,771+33.8k
Money Design Co.,Ltd. Added +29,260+29.3k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -567,570-567.6k
BANK OF AMERICA CORP /DE/ Reduced -320,821-320.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -54,753-54.8k
Lido Advisors, LLC Reduced -48,954-49.0k
One Capital Management, LLC Reduced -33,813-33.8k
ROYAL BANK OF CANADA Reduced -32,751-32.8k
WELLS FARGO & COMPANY/MN Reduced -32,331-32.3k
Stewardship Advisors, LLC Reduced -30,850-30.9k
VALICENTI ADVISORY SERVICES INC Sold out -23,415-23.4k
Tower Research Capital LLC (TRC) Reduced -20,013-20.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Northwest & Ethical Investments L.P. (0.0%, 2026-06-03)

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 3,982,5474.0m $194.7m $194.7m 0.02% Reduced -320.8k -320,821
2 TIAA, FSB 0.63% of their portfolio ST. LOUIS, MO 3,296,9523.3m $161.2m $161.2m 0.63% Added +527.5k +527,495
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 607,865607.9k $29.7m $29.7m 0.03% Reduced -4.2k -4,207
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 454,923454.9k $22.2m $22.2m 0.01% Reduced -54.8k -54,753
5 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 405,471405.5k $19.9m $19.9m 0.05% Added +24.4k +24,416
6 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 381,754381.8k $18.7m $18.7m 0.10% Added +2.3k +2,299
7 Money Design Co.,Ltd. 0.54% of their portfolio TOKYO, M0 324,228324.2k $15.9m $15.9m 0.54% Added +29.3k +29,260
8 RVW Wealth, LLC 1.94% of their portfolio LOS ANGELES, CA 311,279311.3k $15.2m $15.2m 1.94% Added +43.5k +43,499
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 299,769299.8k $14.7m $14.7m 0.01% Added +104.6k +104,559
10 Refined Wealth Management 12.73% of their portfolio SALT LAKE CITY, UT 297,592297.6k $14.5m $14.5m 12.73% Added +12.1k +12,056
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 205,511205.5k $10.0m $10.0m 0.00% Added +43.9k +43,850
12 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 180,790180.8k $8.8m $8.8m 0.02% Added +40.5k +40,487
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 164,480164.5k $8.0m $8.0m 0.00% Reduced -15.2k -15,221
14 Lido Advisors, LLC 0.11% of their portfolio Los Angeles, CA 125,061125.1k $6.1m $6.1m 0.11% Reduced -49.0k -48,954
15 FINANCIAL CONSULATE, INC 1.99% of their portfolio HUNT VALLEY, MD 116,742116.7k $5.7m $5.7m 1.99% New
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 92,17692.2k $4.5m $4.5m 0.01% Added +468 +468
17 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 78,44278.4k $3.5m $3.5m 0.09% Added +64.2k +64,169
18 Vestmark Advisory Solutions, Inc. 0.18% of their portfolio Wakefield, MA 73,54573.5k $3.6m $3.6m 0.18% Added +5.9k +5,929
19 MISSION WEALTH MANAGEMENT, LP 0.17% of their portfolio Santa Barbara, CA 72,76372.8k $3.6m $3.6m 0.17% Added +15.0k +14,992
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 61,94861.9k $3.0m $3.0m 0.00% Reduced -567.6k -567,570
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 47,62447.6k $2.3m $2.3m 0.00% Reduced -32.3k -32,331
22 GeoWealth Management, LLC 0.24% of their portfolio CHICAGO, IL 45,94145.9k $2.2m $2.2m 0.24% New
23 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 43,02143.0k $2.1m $2.1m 0.03% Added +63 +63
24 Stewardship Advisors, LLC 0.84% of their portfolio MOUNT JOY, PA 42,77642.8k $2.1m $2.1m 0.84% Reduced -30.9k -30,850
25 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 41,71441.7k $2.0m $2.0m 0.04% Reduced -1.2k -1,196
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,04541.0k $2.0m $2.0m 0.00% Reduced -1.4k -1,427
27 Evolution Advisers, Inc. 1.35% of their portfolio RICHMOND, VA 35,50435.5k $1.7m $1.7m 1.35% Added +2.9k +2,908
28 PFS INVESTMENTS INC. 0.03% of their portfolio DULUTH, GA 35,09735.1k $1.7m $1.7m 0.03% Reduced -14.5k -14,459
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 33,77133.8k $1.7m $1.7m 0.00% New
30 BOKF, NA 0.03% of their portfolio TULSA, OK 32,41332.4k $1.6m $1.6m 0.03% Reduced -1.7k -1,711
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 30,46030.5k $1.5m $1.5m 0.01% Added +1.1k +1,061
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,41729.4k $1.4m $1.4m 0.00% Reduced -32.8k -32,751
33 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 28,89928.9k $1.4m $1.4m 0.04% Added +18.2k +18,211
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 28,79928.8k $1.4m $1.4m 0.00% Added +22.5k +22,501
35 One Capital Management, LLC 0.07% of their portfolio WESTLAKE VILLAGE, CA 28,25228.3k $1.4m $1.4m 0.07% Reduced -33.8k -33,813
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,01128.0k $1.4m $1.4m 0.00% Added +242 +242
37 IHT Wealth Management, LLC 0.08% of their portfolio Chicago, IL 27,62327.6k $1.4m $1.4m 0.08% Reduced -2.4k -2,364
38 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 26,63426.6k $1.3m $1.3m 0.00% Added +668 +668
39 CX Institutional 0.08% of their portfolio AUBURN, IN 25,82325.8k $1.3m $1.3m 0.08% Added +8.5k +8,493
40 Avantax Planning Partners, Inc. 0.05% of their portfolio DUBUQUE, IA 25,74025.7k $1.3m $1.3m 0.05% Added +1.6k +1,589
41 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 25,34925.3k $1.2m $1.2m 0.00% First filing
42 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 23,78423.8k $1.2m $1.2m 0.02% Added +254 +254
43 WealthShield Partners, LLC 0.21% of their portfolio CARY, NC 21,92421.9k $1.1m $1.1m 0.21% Added +1.3k +1,296
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 20,53920.5k $1.0m $1.0m 0.00% Added +7.4k +7,366
45 Financial Architects, Inc 0.16% of their portfolio MARLTON, NJ 20,26620.3k $990.8k $990.8k 0.16% Added +7.6k +7,571
46 LOCKERMAN FINANCIAL GROUP, INC. 2.76% of their portfolio NEWPORT BEACH, CA 19,37319.4k $947.1k $947.1k 2.76% Reduced -180 -180
47 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 19,36919.4k $947.0k $947.0k 0.03% First filing
48 Institute for Wealth Management, LLC. 0.20% of their portfolio DENVER, CO 19,08419.1k $933.0k $933.0k 0.20% Added +662 +662
49 Baltimore-Washington Financial Advisors, Inc. 0.09% of their portfolio Columbia, MD 18,91018.9k $924.5k $924.5k 0.09% Reduced -2.0k -1,970
50 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 17,45517.5k $853.4k $853.4k 0.00% Added +494 +494
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 16,86316.9k $887.2k $887.2k 0.01% Added +2.4k +2,402
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,35316.4k $799.5k $799.5k 0.00% Reduced -5.3k -5,312
53 Walkner Condon Financial Advisors LLC 0.22% of their portfolio MADISON, WI 14,91014.9k $729.0k $729.0k 0.22% Reduced -958 -958
54 BOK Financial Private Wealth, Inc. 0.06% of their portfolio DENVER, CO 14,18914.2k $693.7k $693.7k 0.06% Added +1.9k +1,865
55 AdvisorNet Financial, Inc 0.07% of their portfolio MINNETONKA, MN 14,12714.1k $690.7k $690.7k 0.07% Reduced -1.2k -1,159
56 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 14,07814.1k $688.3k $688.3k 0.02% Reduced -1.9k -1,893
57 3D/L Capital Management, LLC 0.18% of their portfolio Hartford, CT 13,91013.9k $680.1k $680.1k 0.18% Reduced -685 -685
58 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 13,12813.1k $641.8k $641.8k 0.01% Added +5.2k +5,208
59 Heck Capital Advisors, LLC 0.12% of their portfolio Rhinelander, WI 12,99913.0k $635.5k $635.5k 0.12% Reduced -5.6k -5,551
60 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 12,46312.5k $609.3k $609.3k 0.01% Reduced -10 -10
61 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 12,31312.3k $602.0k $602.0k 0.00% Reduced -3.5k -3,520
62 GenWealth Group, Inc. 0.19% of their portfolio Maplewood, NJ 11,83011.8k $578.4k $578.4k 0.19% New
63 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 11,43411.4k $559.0k $559.0k 0.01% Added +2.8k +2,845
64 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 11,37111.4k $622.4k $622.4k 0.03% Added +2.3k +2,269
65 Revolve Wealth Partners, LLC 0.15% of their portfolio Hackensack, NJ 11,01011.0k $538.3k $538.3k 0.15% Added +2.2k +2,196
66 VICUS CAPITAL 0.06% of their portfolio STATE COLLEGE, PA 10,74910.7k $525.5k $525.5k 0.06% Added +1.6k +1,640
67 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,8269.8k $480.4k $480.4k 0.00% Reduced -391 -391
68 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 9,7249.7k $476.0k $476.0k 0.02% Reduced -1.9k -1,894
69 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 9,3709.4k $458.1k $458.1k 0.03% Reduced -1.4k -1,404
70 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 9,1019.1k $445.0k $445.0k 0.01% Reduced -1.9k -1,903
71 RTD Financial Advisors, Inc. 0.07% of their portfolio Philadelphia, PA 9,0379.0k $441.8k $441.8k 0.07% Added +1.8k +1,817
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,0069.0k $440.3k $440.3k 0.00% Added +1.2k +1,166
73 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 8,9949.0k $439.7k $439.7k 0.00% Reduced -275 -275
74 Laurel Wealth Planning LLC 0.27% of their portfolio EDINA, MN 8,6548.7k $423.1k $423.1k 0.27% Added +7.4k +7,372
75 NORTHSTAR ASSET MANAGEMENT INC 0.14% of their portfolio Boston, MA 8,3768.4k $409.5k $409.5k 0.14% Unchanged
76 Wescott Financial Advisory Group, LLC 0.09% of their portfolio Philadelphia, PA 8,1948.2k $400.6k $400.6k 0.09% Added +2.0k +1,998
77 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,9327.9k $387.8k $387.8k 0.00% Reduced -749 -749
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 7,8947.9k $385.9k $385.9k 0.00% New
79 GREENUP STREET WEALTH MANAGEMENT LLC 0.16% of their portfolio OVERLAND PARK, KS 7,7927.8k $381.0k $381.0k 0.16% Reduced -2.2k -2,234
80 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 7,4427.4k $363.8k $363.8k 0.01% Added +279 +279
81 MARINO, STRAM & ASSOCIATES LLC 0.11% of their portfolio BRAINTREE, MA 7,2347.2k $353.7k $353.7k 0.11% New
82 Capital Market Strategies LLC 0.38% of their portfolio PALM BEACH GARDENS, FL 7,1997.2k $352.0k $352.0k 0.38% Added +304 +304
83 Sage Advisory Services, Ltd.Co. 0.10% of their portfolio AUSTIN, TX 7,1717.2k $351.0k $351.0k 0.10% Reduced -2.6k -2,610
84 SAGE FINANCIAL GROUP INC 0.04% of their portfolio W. CONSHOHOCKEN, PA 7,0937.1k $346.8k $346.8k 0.04% New
85 Rede Wealth, LLC 0.18% of their portfolio CHARLOTTESVILLE, VA 6,9647.0k $340.5k $340.5k 0.18% Added +2.4k +2,447
86 Beacon Bank & Trust 0.10% of their portfolio Boston, MA 6,8986.9k $337.2k $337.2k 0.10% Added +816 +816
87 Beaumont Financial Advisors, LLC 0.03% of their portfolio NEEDHAM, MA 6,7736.8k $331.1k $331.1k 0.03% First filing
88 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 6,7366.7k $329.3k $329.3k 0.03% Reduced -449 -449
89 HARVEST GROUP WEALTH MANAGEMENT, LLC 0.21% of their portfolio WALTHAM, MA 6,5766.6k $321.5k $321.5k 0.21% Reduced -252 -252
90 DDFG, Inc 0.13% of their portfolio THOUSAND OAKS, CA 6,4396.4k $314.8k $314.8k 0.13% First filing
91 COZAD ASSET MANAGEMENT INC 0.04% of their portfolio CHAMPAIGN, IL 6,3756.4k $311.7k $311.7k 0.04% New
92 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,2646.3k $306.2k $306.2k 0.00% Added +59 +59
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2306.2k $304.6k $304.6k 0.02% Added +1.3k +1,251
94 Kelman-Lazarov, Inc. 0.09% of their portfolio MEMPHIS, TN 6,2146.2k $303.8k $303.8k 0.09% Reduced -941 -941
95 White Lighthouse Investment Management Inc. 0.08% of their portfolio BEDFORD, MA 6,1706.2k $301.7k $301.7k 0.08% Reduced -2.2k -2,173
96 Trust Co 0.05% of their portfolio MANHATTAN, KS 6,1026.1k $298.0k $298.0k 0.05% Added +357 +357
97 Francis Financial, Inc. 0.27% of their portfolio NEW YORK, NY 6,0006.0k $293.3k $293.3k 0.27% New
98 Arkos Global Advisors 0.07% of their portfolio HOUSTON, TX 5,3395.3k $261.0k $261.0k 0.07% Unchanged
99 Curtis Advisory Group, LLC 0.10% of their portfolio SANTA BARBARA, CA 5,2685.3k $257.6k $257.6k 0.10% New
100 AIRE ADVISORS, LLC 0.08% of their portfolio BEVERLY HILLS, CA 5,1855.2k $253.5k $253.5k 0.08% Added +12 +12