Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

263 institutional holders +13 vs Q2 2025
14,264,00314.3m shares reported held*
$1.4bnreported value*
30 new 81 added 100 reduced 11 sold out net bought ≈ $90.2m (+905.0k 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 ≈ $99.47.

Trends to Q3 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: 250Q3 25: 263263Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025263

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 24Q4 24: 95 bought or addedQ4 24: 107 cut or sold outQ1 25: 99 bought or addedQ1 25: 133 cut or sold outQ1 25Q2 25: 105 bought or addedQ2 25: 102 cut or sold outQ3 25: 111 bought or addedQ3 25: 111 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237688
Q1 202410081
Q2 20249994
Q3 202410387
Q4 202495107
Q1 202599133
Q2 2025105102
Q3 2025111111

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ4 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 —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$104.2k—
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

JPMORGAN CHASE & CO Added +1,094,962+1.1m
MERCER GLOBAL ADVISORS INC /ADV Added +105,312+105.3k
TIAA TRUST, NATIONAL ASSOCIATION Added +88,331+88.3k
LPL Financial LLC Added +58,174+58.2k
COLDSTREAM CAPITAL MANAGEMENT INC Added +48,398+48.4k
Beacon Pointe Advisors, LLC Added +37,669+37.7k
Mirae Asset Global Investments Co., Ltd. New +25,000+25.0k
MORGAN STANLEY Added +24,272+24.3k
IMPACTfolio, LLC New +19,199+19.2k
Kestra Advisory Services, LLC Added +15,932+15.9k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -355,998-356.0k
Vestmark Advisory Solutions, Inc. Reduced -102,352-102.4k
ROYAL BANK OF CANADA Reduced -42,423-42.4k
WCG Wealth Advisors LLC Reduced -31,469-31.5k
Impact Investors, Inc Reduced -29,710-29.7k
Cambridge Investment Research Advisors, Inc. Reduced -27,166-27.2k
Thrivent Financial for Lutherans Reduced -21,605-21.6k
Cerity Partners OCIO LLC Reduced -20,141-20.1k
Uniting Wealth Partners, LLC Reduced -12,969-13.0k
JANE STREET GROUP, LLC Reduced -12,112-12.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,437,8223.4m $341.9m $341.9m 0.03% Reduced -356.0k -355,998
2 TIAA TRUST, NATIONAL ASSOCIATION 0.63% of their portfolio CHARLOTTE, NC 2,601,1172.6m $258.7m $258.7m 0.63% Added +88.3k +88,331
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,174,3001.2m $116.8m $116.8m 0.00% Added +1.1m +1,094,962
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 856,294856.3k $85.2m $85.2m 0.02% Added +58.2k +58,174
5 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 588,702588.7k $58.5m $58.5m 0.08% Reduced -10.9k -10,915
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 470,670470.7k $46.8m $46.8m 0.00% Added +24.3k +24,272
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 280,559280.6k $27.9m $27.9m 0.01% Reduced -1.2k -1,164
8 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 247,951248.0k $24.7m $24.7m 0.07% Reduced -27.2k -27,166
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 245,594245.6k $24.4m $24.4m 0.00% Reduced -9.2k -9,184
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 234,331234.3k $23.3m $23.3m 0.01% Reduced -8.2k -8,193
11 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 194,438194.4k $19.3m $19.3m 0.07% Reduced -915 -915
12 RVW Wealth, LLC 1.09% of their portfolio LOS ANGELES, CA 140,959141.0k $14.0m $14.0m 1.09% Reduced -174 -174
13 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 120,851120.9k $12.0m $12.0m 0.10% Added +37.7k +37,669
14 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 119,486119.5k $11.9m $11.9m 0.02% Added +105.3k +105,312
15 COLDSTREAM CAPITAL MANAGEMENT INC 0.16% of their portfolio BELLEVUE, WA 118,338118.3k $11.8m $11.8m 0.16% Added +48.4k +48,398
16 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 107,348107.3k $10.7m $10.7m 0.20% Reduced -102.4k -102,352
17 O'Brien Wealth Partners LLC 1.42% of their portfolio Waltham, MA 105,316105.3k $10.5m $10.5m 1.42% Reduced -2.2k -2,171
18 Clarity Asset Management, Inc. 5.67% of their portfolio AMES, IA 101,703101.7k $10.1m $10.1m 5.67% Reduced -1.6k -1,628
19 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 98,66298.7k $9.8m $9.8m 0.02% Added +213 +213
20 MISSION WEALTH MANAGEMENT, LP 0.20% of their portfolio Santa Barbara, CA 98,29698.3k $9.8m $9.8m 0.20% Reduced -1.5k -1,493
21 Impact Investors, Inc 6.41% of their portfolio SAN FRANCISCO, CA 97,82897.8k $9.7m $9.7m 6.41% Reduced -29.7k -29,710
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 94,05494.1k $9.4m $9.4m 0.01% Added +598 +598
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 86,95587.0k $8.6m $8.6m 0.01% Reduced -5.1k -5,126
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 85,94785.9k $8.5m $8.5m 0.01% Reduced -1.6k -1,557
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 76,40676.4k $7.6m $7.6m 0.00% Reduced -1.1k -1,105
26 DeDora Capital, Inc. 1.79% of their portfolio Napa, CA 74,76374.8k $7.4m $7.4m 1.79% Reduced -554 -554
27 Francis Financial, Inc. 1.22% of their portfolio NEW YORK, NY 68,77768.8k $6.8m $6.8m 1.22% Added +265 +265
28 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 67,26367.3k $6.7m $6.7m 0.15% Added +11.0k +10,979
29 Cerity Partners OCIO LLC 0.30% of their portfolio New York, NY 59,82559.8k $5.9m $5.9m 0.30% Reduced -20.1k -20,141
30 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 59,64159.6k $5.9m $5.9m 0.03% Reduced -1.3k -1,287
31 Uniting Wealth Partners, LLC 1.35% of their portfolio DENVER, CO 57,32157.3k $5.7m $5.7m 1.35% Reduced -13.0k -12,969
32 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 56,89756.9k $5.7m $5.7m 0.01% Added +1.6k +1,650
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,11756.1k $5.6m $5.6m 0.00% Reduced -42.4k -42,423
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 52,12552.1k $5.2m $5.2m 0.00% Added +598 +598
35 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 50,15950.2k $5.0m $5.0m 0.02% Reduced -2.4k -2,449
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 49,54049.5k $4.9m $4.9m 0.01% Reduced -1.8k -1,772
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,21845.2k $4.5m $4.5m 0.00% Added +13.3k +13,284
38 Laurel Wealth Planning LLC 1.93% of their portfolio EDINA, MN 36,63936.6k $3.6m $3.6m 1.93% Reduced -199 -199
39 FMR LLC 0.00% of their portfolio BOSTON, MA 35,22135.2k $3.5m $3.5m 0.00% Reduced -727 -727
40 CRUX WEALTH ADVISORS 1.37% of their portfolio LONG BEACH, CA 34,80634.8k $3.5m $3.5m 1.37% Added +356 +356
41 One Capital Management, LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 34,53934.5k $3.4m $3.4m 0.11% Added +603 +603
42 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 34,08534.1k $3.4m $3.4m 0.01% Added +1.2k +1,218
43 Evolution Advisers, Inc. 1.43% of their portfolio RICHMOND, VA 31,91131.9k $3.2m $3.2m 1.43% Added +258 +258
44 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 30,63430.6k $3.0m $3.0m 0.00% Reduced -512 -512
45 UMB Bank, n.a. 0.04% of their portfolio Kansas City, MO 28,32928.3k $2.8m $2.8m 0.04% Unchanged
46 L & S Advisors Inc 0.27% of their portfolio Los Angeles, CA 27,84527.8k $2.8m $2.8m 0.27% Added +585 +585
47 Ascentis Independent Advisors 0.45% of their portfolio DALLAS, TX 26,93226.9k $2.7m $2.7m 0.45% Added +1.1k +1,143
48 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 26,66026.7k $2.7m $2.7m 0.03% Reduced -133 -133
49 Mascoma Wealth Management LLC 0.57% of their portfolio HANOVER, NH 25,84125.8k $2.6m $2.6m 0.57% Added +276 +276
50 BOKF, NA 0.04% of their portfolio TULSA, OK 25,10425.1k $2.5m $2.5m 0.04% Added +2.5k +2,462
51 CWM, LLC 0.01% of their portfolio OMAHA, NE 25,07625.1k $2.5m $2.5m 0.01% Added +8.9k +8,922
52 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 25,05425.1k $2.5m $2.5m 0.01% Added +15.9k +15,932
53 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 25,00025.0k $2.5m $2.5m 0.01% New
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,56524.6k $2.4m $2.4m 0.00% Reduced -269 -269
55 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 23,41623.4k $2.3m $2.3m 0.02% Reduced -394 -394
56 B. Riley Wealth Advisors, Inc. 0.11% of their portfolio MEMPHIS, TN 23,00523.0k $2.3m $2.3m 0.11% Added +100 +100
57 Revolve Wealth Partners, LLC 0.27% of their portfolio Hackensack, NJ 22,97723.0k $2.3m $2.3m 0.27% Reduced -776 -776
58 SGL Investment Advisors, Inc. 0.95% of their portfolio MISSOULA, MT 22,42822.4k $2.3m $2.3m 0.95% Added +63 +63
59 Legacy Edge Advisors, LLC 0.26% of their portfolio SYOSSET, NY 21,87221.9k $2.2m $2.2m 0.26% Added +816 +816
60 Financial Insights, Inc. 0.68% of their portfolio TACOMA, WA 20,51720.5k $2.0m $2.0m 0.68% Added +4.4k +4,439
61 J.Safra Asset Management Corp 0.12% of their portfolio NEW YORK, NY 20,45520.5k $2.0m $2.0m 0.12% Unchanged
62 CGN Advisors LLC 0.16% of their portfolio MANHATTAN, KS 19,99820.0k $2.0m $2.0m 0.16% Added +2.2k +2,161
63 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 19,74119.7k $2.0m $2.0m 0.04% Reduced -77 -77
64 Equita Financial Network, Inc. 0.66% of their portfolio FORT WASHINGTON, PA 19,59019.6k $1.9m $1.9m 0.66% Reduced -244 -244
65 IMPACTfolio, LLC 0.82% of their portfolio DENVER, CO 19,19919.2k $1.9m $1.9m 0.82% New
66 Falcon Wealth Planning 0.16% of their portfolio Ontario, CA 17,74617.7k $1.8m $1.8m 0.16% Added +2.3k +2,255
67 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,55817.6k $1.7m $1.7m 0.00% Reduced -728 -728
68 CARY STREET PARTNERS FINANCIAL LLC 0.04% of their portfolio RICHMOND, VA 17,24917.2k $1.7m $1.7m 0.04% Unchanged
69 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 17,24017.2k $1.7m $1.7m 0.04% Added +176 +176
70 CX Institutional 0.05% of their portfolio AUBURN, IN 17,08717.1k $1.7m $1.7m 0.05% Reduced -1.8k -1,823
71 Baltimore-Washington Financial Advisors, Inc. 0.07% of their portfolio Columbia, MD 16,29316.3k $1.6m $1.6m 0.07% Reduced -518 -518
72 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 16,07216.1k $1.6m $1.6m 0.00% Added +606 +606
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,93215.9k $1.6m $1.6m 0.00% Reduced -931 -931
74 MARINO, STRAM & ASSOCIATES LLC 0.28% of their portfolio BRAINTREE, MA 15,78115.8k $1.6m $1.6m 0.28% Unchanged
75 XY Planning Network, Inc. 0.49% of their portfolio BOZEMAN, MT 15,44615.4k $1.5m $1.5m 0.49% Unchanged
76 WCG Wealth Advisors LLC 0.09% of their portfolio LAS VEGAS, NV 15,22115.2k $1.5m $1.5m 0.09% Reduced -31.5k -31,469
77 Heck Capital Advisors, LLC 0.12% of their portfolio Rhinelander, WI 15,21615.2k $1.5m $1.5m 0.12% Reduced -20 -20
78 MFA WEALTH ADVISORS, LLC 0.32% of their portfolio PITTSBURGH, PA 14,58514.6k $1.5m $1.5m 0.32% Unchanged
79 Trademark Financial Management, LLC 0.83% of their portfolio Bloomington, MN 14,40014.4k $1.4m $1.4m 0.83% Added +185 +185
80 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 14,10014.1k $1.4m $1.4m 0.00% New
81 First Pacific Financial 0.19% of their portfolio VANCOUVER, WA 14,03814.0k $1.4m $1.4m 0.19% Reduced -782 -782
82 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,52613.5k $1.3m $1.3m 0.01% Reduced -41 -41
83 Colorado Capital Management, Inc. 0.52% of their portfolio BOULDER, CO 13,46013.5k $1.3m $1.3m 0.52% Reduced -286 -286
84 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 13,18813.2k $1.3m $1.3m 0.08% Added +1.1k +1,133
85 Sandbox Financial Partners, LLC 0.37% of their portfolio BETHESDA, MD 13,14413.1k $1.3m $1.3m 0.37% Added +3.1k +3,136
86 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,00313.0k $1.3m $1.3m 0.01% Reduced -633 -633
87 FLAGSHIP HARBOR ADVISORS, LLC 0.06% of their portfolio BOSTON, MA 12,72512.7k $1.3m $1.3m 0.06% Added +567 +567
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,63412.6k $1.3m $1.3m 0.00% Reduced -12.1k -12,112
89 Refined Wealth Management 0.80% of their portfolio SALT LAKE CITY, UT 12,50512.5k $1.2m $1.2m 0.80% Reduced -348 -348
90 Curtis Advisory Group, LLC 0.28% of their portfolio SANTA BARBARA, CA 12,33812.3k $1.2m $1.2m 0.28% Added +106 +106
91 Wescott Financial Advisory Group, LLC 0.11% of their portfolio Philadelphia, PA 11,98412.0k $1.2m $1.2m 0.11% Added +198 +198
92 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 11,85611.9k $1.2m $1.2m 0.03% Added +415 +415
93 WealthShield Partners, LLC 0.13% of their portfolio CARY, NC 11,66911.7k $1.2m $1.2m 0.13% Reduced -629 -629
94 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 11,62111.6k $1.2m $1.2m 0.00% Reduced -21.6k -21,605
95 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,45110.5k $1.0m $1.0m 0.00% Added +1.3k +1,285
96 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,39910.4k $1.0m $1.0m 0.01% Reduced -78 -78
97 BlueStem Wealth Partners, LLC 0.12% of their portfolio MINNETONKA, MN 10,31410.3k $1.0m $1.0m 0.12% Reduced -1.2k -1,230
98 White Lighthouse Investment Management Inc. 0.15% of their portfolio BEDFORD, MA 10,17310.2k $1.0m $1.0m 0.15% Added +3.1k +3,063
99 Freedom Investment Management, Inc. 0.25% of their portfolio SOUTH WINDSOR, CT 9,6969.7k $964.2k $964.2k 0.25% Reduced -4.8k -4,843
100 COZAD ASSET MANAGEMENT INC 0.08% of their portfolio CHAMPAIGN, IL 9,6349.6k $958.1k $958.1k 0.08% Reduced -1.1k -1,116