Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

224 institutional holders -1 vs Q2 2024
13,714,85713.7m shares reported held*
$1.1bnreported value*
14 new 89 added 69 reduced 18 sold out net bought ≈ $16.8m (+203.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $82.65.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 127Q4 22: 150Q1 23: 148Q2 23: 164Q3 23: 178Q4 23: 188Q1 24: 199Q2 24: 225Q3 24: 224224Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022127
Q4 2022150
Q1 2023148
Q2 2023164
Q3 2023178
Q4 2023188
Q1 2024199
Q2 2024225
Q3 2024224

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 81 bought or addedQ4 22: 59 cut or sold outQ1 23: 86 bought or addedQ1 23: 58 cut or sold outQ1 23Q2 23: 85 bought or addedQ2 23: 62 cut or sold outQ3 23: 88 bought or addedQ3 23: 63 cut or sold outQ3 23Q4 23: 76 bought or addedQ4 23: 88 cut or sold outQ1 24: 100 bought or addedQ1 24: 81 cut or sold outQ1 24Q2 24: 99 bought or addedQ2 24: 94 cut or sold outQ3 24: 103 bought or addedQ3 24: 87 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228159
Q1 20238658
Q2 20238562
Q3 20238863
Q4 20237688
Q1 202410081
Q2 20249994
Q3 202410387

Biggest buyers

TIAA TRUST, NATIONAL ASSOCIATION Added +209,672+209.7k
O'Brien Wealth Partners LLC New +108,998+109.0k
ENVESTNET ASSET MANAGEMENT INC Added +37,396+37.4k
LPL Financial LLC Added +26,668+26.7k
Ascentis Independent Advisors Added +22,431+22.4k
Cetera Investment Advisers Added +22,112+22.1k
CAPTRUST FINANCIAL ADVISORS Added +19,627+19.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +19,500+19.5k
UBS Group AG Added +13,771+13.8k
Beacon Pointe Advisors, LLC Added +12,384+12.4k

Biggest sellers

AE Wealth Management LLC Sold out -64,418-64.4k
Cambridge Investment Research Advisors, Inc. Reduced -53,267-53.3k
Lido Advisors, LLC Reduced -49,223-49.2k
Raymond James Financial Services Advisors, Inc. Reduced -44,605-44.6k
ROYAL BANK OF CANADA Reduced -39,902-39.9k
BANK OF AMERICA CORP /DE/ Reduced -36,441-36.4k
Lloyd Advisory Services, LLC. Sold out -23,013-23.0k
CITADEL ADVISORS LLC Sold out -10,551-10.6k
HighTower Advisors, LLC Reduced -8,762-8.8k
Legacy Financial Group LLC Sold out -7,032-7.0k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,563,7433.6m $294.5m $294.5m 0.03% Reduced -36.4k -36,441
2 TIAA TRUST, NATIONAL ASSOCIATION 0.66% of their portfolio CHARLOTTE, NC 2,670,6092.7m $220.7m $220.7m 0.66% Added +209.7k +209,672
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 838,777838.8k $69.3m $69.3m 0.03% Added +26.7k +26,668
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 493,763493.8k $40.8m $40.8m 0.00% Added +7.4k +7,399
5 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 479,671479.7k $39.6m $39.6m 0.06% Added +19.5k +19,500
6 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 314,319314.3k $26.0m $26.0m 0.05% Added +2.3k +2,326
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 307,431307.4k $25.4m $25.4m 0.01% Added +37.4k +37,396
8 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 286,758286.8k $23.7m $23.7m 0.08% Reduced -53.3k -53,267
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 256,450256.4k $21.2m $21.2m 0.01% Added +13.8k +13,771
10 Refined Wealth Management 14.52% of their portfolio SALT LAKE CITY, UT 227,936227.9k $18.8m $18.8m 14.52% Reduced -3.3k -3,348
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 219,188219.2k $18.2m $18.2m 0.00% Reduced -2.2k -2,218
12 Money Design Co.,Ltd. 0.85% of their portfolio TOKYO, M0 207,395207.4k $17.1m $17.1m 0.85% Reduced -5.1k -5,119
13 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 192,205192.2k $15.9m $15.9m 0.05% Reduced -3.2k -3,193
14 Clarity Asset Management, Inc. 10.09% of their portfolio AMES, IA 175,651175.7k $14.5m $14.5m 10.09% Reduced -2.3k -2,278
15 RVW Wealth, LLC 1.19% of their portfolio LOS ANGELES, CA 155,565155.6k $12.9m $12.9m 1.19% Reduced -1.6k -1,632
16 Lido Advisors, LLC 0.09% of their portfolio Los Angeles, CA 147,498147.5k $12.2m $12.2m 0.09% Reduced -49.2k -49,223
17 O'Brien Wealth Partners LLC 1.77% of their portfolio Waltham, MA 108,998109.0k $9.0m $9.0m 1.77% New
18 Vestmark Advisory Solutions, Inc. 0.33% of their portfolio Wakefield, MA 108,389108.4k $9.0m $9.0m 0.33% Added +11.1k +11,143
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 98,59698.6k $8.1m $8.1m 0.02% Added +501 +501
20 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 94,14594.1k $7.8m $7.8m 0.02% Added +19.6k +19,627
21 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 94,13594.1k $7.8m $7.8m 0.01% Reduced -8.8k -8,762
22 MISSION WEALTH MANAGEMENT, LP 0.19% of their portfolio Santa Barbara, CA 92,39292.4k $7.6m $7.6m 0.19% Added +3.6k +3,563
23 DeDora Capital, Inc. 1.98% of their portfolio Napa, CA 85,83085.8k $7.1m $7.1m 1.98% Reduced -1.1k -1,070
24 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 84,52784.5k $7.0m $7.0m 0.01% Reduced -44.6k -44,605
25 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 83,97284.0k $6.9m $6.9m 0.04% Added +3.7k +3,658
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 78,46078.5k $6.5m $6.5m 0.00% Added +406 +406
27 Francis Financial, Inc. 1.62% of their portfolio NEW YORK, NY 74,08874.1k $6.1m $6.1m 1.62% Reduced -3.7k -3,703
28 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 69,80869.8k $5.8m $5.8m 0.07% Added +12.4k +12,384
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 68,69768.7k $5.7m $5.7m 0.01% Added +22.1k +22,112
30 One Capital Management, LLC 0.16% of their portfolio WESTLAKE VILLAGE, CA 59,20859.2k $4.9m $4.9m 0.16% Added +255 +255
31 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 57,58057.6k $4.8m $4.8m 0.14% Reduced -1.4k -1,445
32 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 52,13652.1k $4.3m $4.3m 0.03% Reduced -313 -313
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 48,69248.7k $4.0m $4.0m 0.00% Added +2.9k +2,927
34 Stewardship Advisors, LLC 1.14% of their portfolio MOUNT JOY, PA 48,66748.7k $4.0m $4.0m 1.14% Reduced -91 -91
35 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 48,07448.1k $4.0m $4.0m 0.01% Added +1.8k +1,821
36 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 46,34346.3k $3.8m $3.8m 0.00% Reduced -1.8k -1,806
37 Ascentis Independent Advisors 0.60% of their portfolio DALLAS, TX 46,18646.2k $3.8m $3.8m 0.60% Added +22.4k +22,431
38 Cable Hill Partners, LLC 0.36% of their portfolio PORTLAND, OR 44,40944.4k $3.7m $3.7m 0.36% Added +11.4k +11,356
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,72443.7k $3.6m $3.6m 0.00% Reduced -39.9k -39,902
40 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 43,04243.0k $3.6m $3.6m 0.01% Reduced -3.8k -3,809
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 38,42038.4k $3.2m $3.2m 0.01% Added +8.9k +8,928
42 Laurel Wealth Planning LLC 1.98% of their portfolio EDINA, MN 36,65436.7k $3.0m $3.0m 1.98% Reduced -59 -59
43 Mascoma Wealth Management LLC 0.70% of their portfolio HANOVER, NH 34,23134.2k $2.8m $2.8m 0.70% Added +1.9k +1,887
44 UMB Bank, n.a. 0.04% of their portfolio Kansas City, MO 33,83733.8k $2.8m $2.8m 0.04% Reduced -2.2k -2,188
45 WCG Wealth Advisors LLC 0.19% of their portfolio LAS VEGAS, NV 33,70033.7k $2.8m $2.8m 0.19% Added +204 +204
46 Evolution Advisers, Inc. 1.45% of their portfolio RICHMOND, VA 32,23332.2k $2.7m $2.7m 1.45% Reduced -199 -199
47 IMPACTfolio, LLC 1.31% of their portfolio DENVER, CO 30,72630.7k $2.5m $2.5m 1.31% Added +95 +95
48 COLDSTREAM CAPITAL MANAGEMENT INC 0.05% of their portfolio BELLEVUE, WA 28,11028.1k $2.3m $2.3m 0.05% Added +46 +46
49 L & S Advisors Inc 0.24% of their portfolio Los Angeles, CA 27,32527.3k $2.3m $2.3m 0.24% Reduced -2.0k -1,956
50 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 25,97526.0k $2.1m $2.1m 0.00% Added +297 +297
51 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 25,38825.4k $2.1m $2.1m 0.00% Added +1.3k +1,285
52 KINGSWOOD WEALTH ADVISORS, LLC 0.15% of their portfolio SAN DIEGO, CA 25,22825.2k $2.1m $2.1m 0.15% Reduced -499 -499
53 Equita Financial Network, Inc. 0.76% of their portfolio FORT WASHINGTON, PA 25,01925.0k $2.1m $2.1m 0.76% Added +1.9k +1,879
54 NorthRock Partners, LLC 0.07% of their portfolio MINNEAPOLIS, MN 24,72924.7k $2.0m $2.0m 0.07% Added +5.1k +5,075
55 BOKF, NA 0.04% of their portfolio TULSA, OK 24,53324.5k $2.0m $2.0m 0.04% Added +395 +395
56 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 23,63523.6k $1.9m $1.9m 0.05% Added +338 +338
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,10123.1k $1.9m $1.9m 0.00% Reduced -2.7k -2,733
58 Revolve Wealth Partners, LLC 0.29% of their portfolio Hackensack, NJ 22,88522.9k $1.9m $1.9m 0.29% Added +738 +738
59 SGL Investment Advisors, Inc. 0.97% of their portfolio MISSOULA, MT 21,30921.3k $1.9m $1.9m 0.97% First filing
60 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 21,15621.2k $1.7m $1.7m 0.05% Added +2.4k +2,410
61 Colorado Capital Management, Inc. 0.78% of their portfolio BOULDER, CO 19,23519.2k $1.6m $1.6m 0.78% Reduced -931 -931
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,71818.7k $1.5m $1.5m 0.00% Reduced -496 -496
63 Trademark Financial Management, LLC 1.21% of their portfolio Bloomington, MN 18,46018.5k $1.5m $1.5m 1.21% Added +134 +134
64 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.06% of their portfolio RICHMOND, VA 18,18218.2k $1.5m $1.5m 0.06% Unchanged
65 Alpine Bank Wealth Management 0.24% of their portfolio GRAND JUNCTION, CO 18,14418.1k $1.5m $1.5m 0.24% First filing
66 CX Institutional 0.07% of their portfolio AUBURN, IN 17,93917.9k $1.5m $1.5m 0.07% Reduced -50 -50
67 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 17,91317.9k $1.5m $1.5m 0.02% Reduced -926 -926
68 Legacy Edge Advisors, LLC 0.23% of their portfolio SYOSSET, NY 17,16517.2k $1.4m $1.4m 0.23% Added +13 +13
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,03217.0k $1.4m $1.4m 0.00% Added +36 +36
70 Baltimore-Washington Financial Advisors, Inc. 0.07% of their portfolio Columbia, MD 16,61216.6k $1.4m $1.4m 0.07% Reduced -98 -98
71 Heck Capital Advisors, LLC 0.16% of their portfolio Rhinelander, WI 16,57516.6k $1.4m $1.4m 0.16% Reduced -1.2k -1,218
72 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 15,62715.6k $1.3m $1.3m 0.00% Added +1.1k +1,088
73 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 14,89714.9k $1.2m $1.2m 0.01% Reduced -3.6k -3,620
74 MFA WEALTH ADVISORS, LLC 0.26% of their portfolio PITTSBURGH, PA 14,58514.6k $1.2m $1.2m 0.26% Unchanged
75 CGN Advisors LLC 0.12% of their portfolio MANHATTAN, KS 13,93713.9k $1.2m $1.2m 0.12% Added +2.1k +2,065
76 Freedom Investment Management, Inc. 0.09% of their portfolio SOUTH WINDSOR, CT 13,33213.3k $1.1m $1.1m 0.09% Added +143 +143
77 WealthShield Partners, LLC 0.15% of their portfolio CARY, NC 13,25713.3k $1.1m $1.1m 0.15% Reduced -186 -186
78 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 12,94312.9k $1.1m $1.1m 0.01% Added +3.8k +3,844
79 Curtis Advisory Group, LLC 0.30% of their portfolio SANTA BARBARA, CA 12,83212.8k $1.1m $1.1m 0.30% Reduced -898 -898
80 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 12,65112.7k $1.0m $1.0m 0.02% Added +1.5k +1,526
81 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 12,63812.6k $1.0m $1.0m 0.00% Added +1.6k +1,641
82 LOCKERMAN FINANCIAL GROUP, INC. 1.72% of their portfolio NEWPORT BEACH, CA 12,31212.3k $1.0m $1.0m 1.72% Reduced -920 -920
83 AdvisorNet Financial, Inc 0.08% of their portfolio MINNETONKA, MN 12,18912.2k $1.0m $1.0m 0.08% Unchanged
84 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,47311.5k $948.0k $948.0k 0.01% Reduced -288 -288
85 J.Safra Asset Management Corp 0.09% of their portfolio NEW YORK, NY 11,11311.1k $916.7k $916.7k 0.09% Added +3.1k +3,105
86 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,06511.1k $914.3k $914.3k 0.00% Added +8.2k +8,187
87 COZAD ASSET MANAGEMENT INC 0.09% of their portfolio CHAMPAIGN, IL 10,79510.8k $892.0k $892.0k 0.09% Unchanged
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,47310.5k $865.0k $865.0k 0.00% Added +765 +765
89 Redwood Financial Network Corp 0.67% of their portfolio SOLON, OH 10,34510.3k $854.8k $854.8k 0.67% Reduced -3.1k -3,121
90 Sandbox Financial Partners, LLC 0.30% of their portfolio BETHESDA, MD 10,18710.2k $841.7k $841.7k 0.30% Added +2.8k +2,828
91 FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio BOSTON, MA 10,16010.2k $839.5k $839.5k 0.05% Added +1.7k +1,694
92 Wescott Financial Advisory Group, LLC 0.09% of their portfolio Philadelphia, PA 9,95610.0k $822.7k $822.7k 0.09% Reduced -34 -34
93 Falcon Wealth Planning 0.09% of their portfolio Ontario, CA 9,6629.7k $798.3k $798.3k 0.09% Added +1.8k +1,833
94 Walkner Condon Financial Advisors LLC 0.16% of their portfolio MADISON, WI 9,3279.3k $770.7k $770.7k 0.16% Added +124 +124
95 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 8,9048.9k $735.7k $735.7k 0.00% Added +685 +685
96 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 8,8978.9k $735.1k $735.1k 0.02% Added +2.2k +2,164
97 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,4698.5k $699.8k $699.8k 0.00% Reduced -1.6k -1,634
98 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 8,4268.4k $696.2k $696.2k 0.01% Added +354 +354
99 MARINO, STRAM & ASSOCIATES LLC 0.15% of their portfolio BRAINTREE, MA 8,3658.4k $691.2k $691.2k 0.15% Unchanged
100 HTLF Bank 0.07% of their portfolio Denver, CO 8,2618.3k $682.6k $682.6k 0.07% Added +888 +888