Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

250 institutional holders +10 vs Q1 2025
13,445,13613.4m shares reported held*
$1.3bnreported value*
26 new 79 added 86 reduced 16 sold out net sold ≈ $13.2m (-142.5k 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 ≈ $93.97.

Trends to Q2 2025

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: 224Q4 24: 252Q1 25: 240Q2 25: 250250Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022127
Q4 2022150
Q1 2023148
Q2 2023164
Q3 2023178
Q4 2023188
Q1 2024199
Q2 2024225
Q3 2024224
Q4 2024252
Q1 2025240
Q2 2025250

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 88 bought or addedQ3 23: 63 cut or sold outQ4 23: 76 bought or addedQ4 23: 88 cut or sold outQ4 23Q1 24: 100 bought or addedQ1 24: 81 cut or sold outQ2 24: 99 bought or addedQ2 24: 94 cut or sold outQ2 24Q3 24: 103 bought or addedQ3 24: 87 cut or sold outQ4 24: 95 bought or addedQ4 24: 107 cut or sold outQ4 24Q1 25: 99 bought or addedQ1 25: 133 cut or sold outQ2 25: 105 bought or addedQ2 25: 102 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238863
Q4 20237688
Q1 202410081
Q2 20249994
Q3 202410387
Q4 202495107
Q1 202599133
Q2 2025105102

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $104.2kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$104.2k—
Q2 2025$0$0—

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +95,953+96.0k
TIAA TRUST, NATIONAL ASSOCIATION Added +65,642+65.6k
ROYAL BANK OF CANADA Added +54,911+54.9k
COLDSTREAM CAPITAL MANAGEMENT INC Added +41,310+41.3k
CRUX WEALTH ADVISORS New +34,450+34.5k
LPL Financial LLC Added +29,910+29.9k
JANE STREET GROUP, LLC New +24,746+24.7k
Financial Insights, Inc. New +16,078+16.1k
FMR LLC Added +15,545+15.5k
JPMORGAN CHASE & CO Added +15,336+15.3k

Biggest sellers

Thrivent Financial for Lutherans Reduced -216,036-216.0k
Elevation Capital Advisory, LLC Sold out -118,936-118.9k
GOLDMAN SACHS GROUP INC Sold out -73,171-73.2k
MORGAN STANLEY Reduced -39,123-39.1k
Private Advisor Group, LLC Reduced -29,811-29.8k
IMPACTfolio, LLC Sold out -29,644-29.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -27,844-27.8k
BANK OF AMERICA CORP /DE/ Reduced -27,515-27.5k
Clarity Asset Management, Inc. Reduced -19,988-20.0k
One Capital Management, LLC Reduced -13,393-13.4k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,793,8203.8m $356.4m $356.4m 0.03% Reduced -27.5k -27,515
2 TIAA TRUST, NATIONAL ASSOCIATION 0.61% of their portfolio CHARLOTTE, NC 2,512,7862.5m $236.1m $236.1m 0.61% Added +65.6k +65,642
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 798,120798.1k $75.0m $75.0m 0.03% Added +29.9k +29,910
4 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 599,617599.6k $56.3m $56.3m 0.07% Reduced -587 -587
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 446,398446.4k $41.9m $41.9m 0.00% Reduced -39.1k -39,123
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 281,723281.7k $26.5m $26.5m 0.01% Reduced -2.5k -2,468
7 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 275,117275.1k $25.8m $25.8m 0.08% Added +4.5k +4,503
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 254,778254.8k $23.9m $23.9m 0.01% Reduced -3.0k -3,001
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 242,524242.5k $22.8m $22.8m 0.01% Reduced -7.8k -7,767
10 Vestmark Advisory Solutions, Inc. 0.28% of their portfolio Wakefield, MA 209,700209.7k $19.7m $19.7m 0.28% Added +96.0k +95,953
11 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 195,353195.4k $18.4m $18.4m 0.07% Reduced -4.9k -4,859
12 RVW Wealth, LLC 1.13% of their portfolio LOS ANGELES, CA 141,133141.1k $13.3m $13.3m 1.13% Reduced -1.5k -1,480
13 Impact Investors, Inc 8.47% of their portfolio SAN FRANCISCO, CA 127,538127.5k $12.0m $12.0m 8.47% Reduced -2.1k -2,128
14 O'Brien Wealth Partners LLC 1.58% of their portfolio Waltham, MA 107,487107.5k $10.1m $10.1m 1.58% Added +381 +381
15 Clarity Asset Management, Inc. 5.79% of their portfolio AMES, IA 103,331103.3k $9.7m $9.7m 5.79% Reduced -20.0k -19,988
16 MISSION WEALTH MANAGEMENT, LP 0.20% of their portfolio Santa Barbara, CA 99,78999.8k $9.4m $9.4m 0.20% Added +2.7k +2,677
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 98,54098.5k $9.3m $9.3m 0.00% Added +54.9k +54,911
18 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 98,44998.4k $9.2m $9.2m 0.02% Reduced -1.8k -1,829
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 93,45693.5k $8.9m $8.9m 0.01% Added +289 +289
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 92,08192.1k $8.7m $8.7m 0.01% Added +10.7k +10,727
21 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 87,50487.5k $8.2m $8.2m 0.01% Reduced -3.4k -3,430
22 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 83,18283.2k $7.8m $7.8m 0.08% Added +5.9k +5,859
23 Cerity Partners OCIO LLC 0.42% of their portfolio New York, NY 79,96680.0k $7.5m $7.5m 0.42% Unchanged
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 79,33879.3k $7.5m $7.5m 0.00% Added +15.3k +15,336
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 77,51177.5k $7.3m $7.3m 0.00% Reduced -87 -87
26 DeDora Capital, Inc. 1.85% of their portfolio Napa, CA 75,31775.3k $7.1m $7.1m 1.85% Reduced -447 -447
27 Uniting Wealth Partners, LLC 2.55% of their portfolio DENVER, CO 70,29070.3k $6.6m $6.6m 2.55% Added +332 +332
28 COLDSTREAM CAPITAL MANAGEMENT INC 0.11% of their portfolio BELLEVUE, WA 69,94069.9k $6.6m $6.6m 0.11% Added +41.3k +41,310
29 Francis Financial, Inc. 1.49% of their portfolio NEW YORK, NY 68,51268.5k $6.4m $6.4m 1.49% Reduced -2.0k -2,008
30 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 60,92860.9k $5.7m $5.7m 0.03% Reduced -29.8k -29,811
31 Global Retirement Partners, LLC 0.13% of their portfolio San Rafael, CA 56,28456.3k $5.3m $5.3m 0.13% First filing
32 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 55,24755.2k $5.2m $5.2m 0.01% Added +1.7k +1,707
33 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 52,60852.6k $4.9m $4.9m 0.03% Added +10.6k +10,608
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 51,52751.5k $4.8m $4.8m 0.00% Added +644 +644
35 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 51,31251.3k $4.7m $4.7m 0.01% Added +14.0k +13,980
36 WCG Wealth Advisors LLC 0.28% of their portfolio LAS VEGAS, NV 46,69046.7k $4.4m $4.4m 0.28% Added +14.6k +14,594
37 Money Design Co.,Ltd. 0.17% of their portfolio TOKYO, M0 39,01339.0k $3.7m $3.7m 0.17% Added +1.2k +1,201
38 Laurel Wealth Planning LLC 1.97% of their portfolio EDINA, MN 36,83836.8k $3.5m $3.5m 1.97% Added +638 +638
39 FMR LLC 0.00% of their portfolio BOSTON, MA 35,94835.9k $3.4m $3.4m 0.00% Added +15.5k +15,545
40 CRUX WEALTH ADVISORS 1.38% of their portfolio LONG BEACH, CA 34,45034.5k $3.2m $3.2m 1.38% New
41 One Capital Management, LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 33,93633.9k $3.2m $3.2m 0.11% Reduced -13.4k -13,393
42 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 33,22633.2k $3.1m $3.1m 0.01% Reduced -216.0k -216,036
43 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 32,86732.9k $3.1m $3.1m 0.00% Reduced -135 -135
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,93431.9k $3.0m $3.0m 0.00% Reduced -2.1k -2,085
45 Evolution Advisers, Inc. 1.46% of their portfolio RICHMOND, VA 31,65331.7k $3.0m $3.0m 1.46% Reduced -287 -287
46 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 31,14631.1k $2.9m $2.9m 0.00% Reduced -9.6k -9,609
47 UMB Bank, n.a. 0.04% of their portfolio Kansas City, MO 28,32928.3k $2.7m $2.7m 0.04% Reduced -2.3k -2,349
48 L & S Advisors Inc 0.25% of their portfolio Los Angeles, CA 27,26027.3k $2.6m $2.6m 0.25% Added +1.8k +1,818
49 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 26,79326.8k $2.5m $2.5m 0.03% Added +451 +451
50 Ascentis Independent Advisors 0.45% of their portfolio DALLAS, TX 25,78925.8k $2.4m $2.4m 0.45% Reduced -3.0k -2,990
51 Mascoma Wealth Management LLC 0.56% of their portfolio HANOVER, NH 25,56525.6k $2.4m $2.4m 0.56% Reduced -1.5k -1,476
52 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,83424.8k $2.3m $2.3m 0.00% Added +142 +142
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,74624.7k $2.3m $2.3m 0.00% New
54 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 23,81023.8k $2.2m $2.2m 0.02% Reduced -504 -504
55 Wealth Advisory Team LLC 2.09% of their portfolio BELLEVUE, KY 23,81023.8k $2.2m $2.2m 2.09% First filing
56 Revolve Wealth Partners, LLC 0.29% of their portfolio Hackensack, NJ 23,75323.8k $2.2m $2.2m 0.29% Reduced -328 -328
57 B. Riley Wealth Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 22,90522.9k $2.2m $2.2m 0.10% Reduced -523 -523
58 BOKF, NA 0.03% of their portfolio TULSA, OK 22,64222.6k $2.1m $2.1m 0.03% Reduced -806 -806
59 SGL Investment Advisors, Inc. 1.00% of their portfolio MISSOULA, MT 22,36522.4k $2.1m $2.1m 1.00% Reduced -342 -342
60 Legacy Edge Advisors, LLC 0.26% of their portfolio SYOSSET, NY 21,05621.1k $2.0m $2.0m 0.26% Added +853 +853
61 J.Safra Asset Management Corp 0.13% of their portfolio NEW YORK, NY 20,45520.5k $1.9m $1.9m 0.13% Unchanged
62 Equita Financial Network, Inc. 0.74% of their portfolio FORT WASHINGTON, PA 19,83419.8k $1.9m $1.9m 0.74% Reduced -4.0k -4,033
63 NorthRock Partners, LLC 0.05% of their portfolio MINNEAPOLIS, MN 19,81819.8k $1.9m $1.9m 0.05% Reduced -1.0k -1,012
64 CX Institutional 0.06% of their portfolio AUBURN, IN 18,91018.9k $1.8m $1.8m 0.06% Reduced -1.2k -1,172
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,28618.3k $1.7m $1.7m 0.00% Reduced -1.0k -1,016
66 CGN Advisors LLC 0.15% of their portfolio MANHATTAN, KS 17,83717.8k $1.7m $1.7m 0.15% Added +558 +558
67 CARY STREET PARTNERS FINANCIAL LLC 0.05% of their portfolio RICHMOND, VA 17,24917.2k $1.6m $1.6m 0.05% Unchanged
68 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 17,06417.1k $1.6m $1.6m 0.04% Added +85 +85
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 16,86316.9k $1.6m $1.6m 0.00% Added +110 +110
70 Baltimore-Washington Financial Advisors, Inc. 0.07% of their portfolio Columbia, MD 16,81116.8k $1.6m $1.6m 0.07% Added +98 +98
71 CWM, LLC 0.01% of their portfolio OMAHA, NE 16,15416.2k $1.5m $1.5m 0.01% Added +13.4k +13,444
72 Financial Insights, Inc. 0.55% of their portfolio TACOMA, WA 16,07816.1k $1.5m $1.5m 0.55% New
73 MARINO, STRAM & ASSOCIATES LLC 0.30% of their portfolio BRAINTREE, MA 15,78115.8k $1.5m $1.5m 0.30% Added +4.9k +4,910
74 Falcon Wealth Planning 0.15% of their portfolio Ontario, CA 15,49115.5k $1.5m $1.5m 0.15% Added +2.9k +2,865
75 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,46615.5k $1.5m $1.5m 0.00% Added +623 +623
76 XY Planning Network, Inc. 0.49% of their portfolio BOZEMAN, MT 15,44615.4k $1.5m $1.5m 0.49% Added +441 +441
77 Heck Capital Advisors, LLC 0.12% of their portfolio Rhinelander, WI 15,23615.2k $1.4m $1.4m 0.12% Reduced -5 -5
78 First Pacific Financial 0.21% of their portfolio VANCOUVER, WA 14,82014.8k $1.4m $1.4m 0.21% Added +3.3k +3,289
79 MFA WEALTH ADVISORS, LLC 0.32% of their portfolio PITTSBURGH, PA 14,58514.6k $1.4m $1.4m 0.32% Unchanged
80 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 14,53914.5k $1.4m $1.4m 0.11% Reduced -1.6k -1,551
81 Trademark Financial Management, LLC 0.82% of their portfolio Bloomington, MN 14,21514.2k $1.3m $1.3m 0.82% Added +510 +510
82 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,17414.2k $1.3m $1.3m 0.00% Reduced -4 -4
83 Colorado Capital Management, Inc. 0.55% of their portfolio BOULDER, CO 13,74613.7k $1.3m $1.3m 0.55% Reduced -353 -353
84 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,63613.6k $1.3m $1.3m 0.01% New
85 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,56713.6k $1.3m $1.3m 0.01% Added +855 +855
86 Refined Wealth Management 0.83% of their portfolio SALT LAKE CITY, UT 12,85312.9k $1.2m $1.2m 0.83% Reduced -568 -568
87 WealthShield Partners, LLC 0.14% of their portfolio CARY, NC 12,29812.3k $1.2m $1.2m 0.14% Reduced -705 -705
88 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 12,24012.2k $1.1m $1.1m 0.06% New
89 Curtis Advisory Group, LLC 0.29% of their portfolio SANTA BARBARA, CA 12,23212.2k $1.1m $1.1m 0.29% Added +135 +135
90 FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio BOSTON, MA 12,15812.2k $1.1m $1.1m 0.05% Added +1.2k +1,177
91 KINGSWOOD WEALTH ADVISORS, LLC 0.09% of their portfolio SAN DIEGO, CA 12,05512.1k $1.1m $1.1m 0.09% Reduced -48 -48
92 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 11,96412.0k $1.1m $1.1m 0.01% Added +3.3k +3,256
93 Wescott Financial Advisory Group, LLC 0.11% of their portfolio Philadelphia, PA 11,78611.8k $1.1m $1.1m 0.11% Added +1.6k +1,607
94 BlueStem Wealth Partners, LLC 0.13% of their portfolio MINNETONKA, MN 11,54411.5k $1.1m $1.1m 0.13% Added +463 +463
95 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 11,44111.4k $1.1m $1.1m 0.02% Reduced -764 -764
96 COZAD ASSET MANAGEMENT INC 0.09% of their portfolio CHAMPAIGN, IL 10,75010.8k $1.0m $1.0m 0.09% Reduced -45 -45
97 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,47710.5k $984.4k $984.4k 0.01% Reduced -29 -29
98 Sandbox Financial Partners, LLC 0.30% of their portfolio BETHESDA, MD 10,00810.0k $940.3k $940.3k 0.30% Added +1.1k +1,118
99 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,1669.2k $861.0k $861.0k 0.00% Reduced -1.1k -1,093
100 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,1229.1k $857.0k $857.0k 0.00% Added +336 +336