Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

288 institutional holders +25 vs Q3 2025
15,607,28415.6m shares reported held*
$1.5bnreported value*
25 new 117 added 92 reduced 18 sold out net bought ≈ $115.3m (+1.2m 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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $97.84.

Trends to Q4 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: 263Q4 25: 288288Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025288

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 111 bought or addedQ3 25: 111 cut or sold outQ4 25: 142 bought or addedQ4 25: 110 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410081
Q2 20249994
Q3 202410387
Q4 202495107
Q1 202599133
Q2 2025105102
Q3 2025111111
Q4 2025142110

Calls vs puts

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

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

Biggest buyers

Northwest & Ethical Investments L.P. New +1,315,300+1.3m
LPL Financial LLC Added +115,242+115.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +89,582+89.6k
AMERIPRISE FINANCIAL INC Added +87,456+87.5k
Bank of New York Mellon Corp Added +72,416+72.4k
WCG Wealth Advisors LLC Added +58,000+58.0k
Elevation Capital Advisory, LLC New +51,023+51.0k
MORGAN STANLEY Added +50,429+50.4k
TrueWealth Financial Partners New +45,689+45.7k
TIAA TRUST, NATIONAL ASSOCIATION Added +43,164+43.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -592,086-592.1k
BANK OF AMERICA CORP /DE/ Reduced -259,250-259.2k
Cerity Partners OCIO LLC Sold out -59,825-59.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -49,749-49.7k
IMPACTfolio, LLC Sold out -19,199-19.2k
Ascentis Independent Advisors Reduced -16,974-17.0k
TWO SIGMA INVESTMENTS, LP Sold out -14,100-14.1k
Trademark Financial Management, LLC Reduced -9,489-9.5k
GTS SECURITIES LLC Sold out -8,854-8.9k
Vestmark Advisory Solutions, Inc. Reduced -7,739-7.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 3,178,5723.2m $310.9m $310.9m 0.02% Reduced -259.2k -259,250
2 TIAA TRUST, NATIONAL ASSOCIATION 0.62% of their portfolio CHARLOTTE, NC 2,644,2812.6m $258.6m $258.6m 0.62% Added +43.2k +43,164
3 Northwest & Ethical Investments L.P. 2.90% of their portfolio TORONTO, A6 1,315,3001.3m $128.6m $128.6m 2.90% New
4 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 971,536971.5k $95.0m $95.0m 0.03% Added +115.2k +115,242
5 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 678,284678.3k $66.3m $66.3m 0.09% Added +89.6k +89,582
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 582,214582.2k $56.9m $56.9m 0.00% Reduced -592.1k -592,086
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 521,099521.1k $51.0m $51.0m 0.00% Added +50.4k +50,429
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 321,787321.8k $31.5m $31.5m 0.01% Added +87.5k +87,456
9 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 251,105251.1k $24.6m $24.6m 0.06% Added +3.2k +3,154
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 244,387244.4k $23.9m $23.9m 0.00% Reduced -1.2k -1,207
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 230,810230.8k $22.6m $22.6m 0.01% Reduced -49.7k -49,749
12 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 193,776193.8k $19.0m $19.0m 0.07% Reduced -662 -662
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 148,822148.8k $14.6m $14.6m 0.00% Added +72.4k +72,416
14 RVW Wealth, LLC 1.03% of their portfolio LOS ANGELES, CA 138,485138.5k $13.5m $13.5m 1.03% Reduced -2.5k -2,474
15 Beacon Pointe Advisors, LLC 0.09% of their portfolio NEWPORT BEACH, CA 129,547129.5k $12.7m $12.7m 0.09% Added +8.7k +8,696
16 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 127,746127.7k $11.9m $11.9m 0.02% Added +8.3k +8,260
17 COLDSTREAM CAPITAL MANAGEMENT INC 0.15% of their portfolio BELLEVUE, WA 115,525115.5k $11.3m $11.3m 0.15% Reduced -2.8k -2,813
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 110,917110.9k $10.8m $10.8m 0.01% Added +24.0k +23,962
19 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 108,772108.8k $10.6m $10.6m 0.02% Added +10.1k +10,110
20 MISSION WEALTH MANAGEMENT, LP 0.21% of their portfolio Santa Barbara, CA 103,058103.1k $10.1m $10.1m 0.21% Added +4.8k +4,762
21 O'Brien Wealth Partners LLC 1.33% of their portfolio Waltham, MA 103,049103.0k $10.1m $10.1m 1.33% Reduced -2.3k -2,267
22 Clarity Asset Management, Inc. 5.55% of their portfolio AMES, IA 103,049103.0k $10.1m $10.1m 5.55% Added +1.3k +1,346
23 Vestmark Advisory Solutions, Inc. 0.13% of their portfolio Wakefield, MA 99,60999.6k $9.7m $9.7m 0.13% Reduced -7.7k -7,739
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 98,39698.4k $9.8m $9.8m 0.01% Added +4.3k +4,342
25 Impact Investors, Inc 6.43% of their portfolio SAN FRANCISCO, CA 94,84994.8k $9.3m $9.3m 6.43% Reduced -3.0k -2,979
26 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 85,46085.5k $8.4m $8.4m 0.01% Reduced -487 -487
27 DeDora Capital, Inc. 1.71% of their portfolio Napa, CA 73,87573.9k $7.2m $7.2m 1.71% Reduced -888 -888
28 WCG Wealth Advisors LLC 0.20% of their portfolio LAS VEGAS, NV 73,22173.2k $7.2m $7.2m 0.20% Added +58.0k +58,000
29 One Capital Management, LLC 0.20% of their portfolio WESTLAKE VILLAGE, CA 68,76168.8k $6.7m $6.7m 0.20% Added +34.2k +34,222
30 Global Retirement Partners, LLC 0.12% of their portfolio San Rafael, CA 68,50068.5k $6.7m $6.7m 0.12% Added +1.2k +1,237
31 Francis Financial, Inc. 1.31% of their portfolio NEW YORK, NY 68,23968.2k $6.7m $6.7m 1.31% Reduced -538 -538
32 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 62,93862.9k $6.2m $6.2m 0.00% Added +28.9k +28,853
33 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 60,23260.2k $5.9m $5.9m 0.01% Added +3.3k +3,335
34 Uniting Wealth Partners, LLC 1.76% of their portfolio DENVER, CO 58,85258.9k $5.8m $5.8m 1.76% Added +1.5k +1,531
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,76356.8k $5.6m $5.6m 0.00% Added +646 +646
36 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 55,26755.3k $5.4m $5.4m 0.03% Reduced -4.4k -4,374
37 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 55,02555.0k $5.4m $5.4m 0.01% Added +5.5k +5,485
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 52,73652.7k $5.2m $5.2m 0.00% Added +611 +611
39 Elevation Capital Advisory, LLC 2.04% of their portfolio BEND, OR 51,02351.0k $5.0m $5.0m 2.04% New
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 46,36846.4k $4.5m $4.5m 0.00% Added +1.1k +1,150
41 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 46,28446.3k $4.5m $4.5m 0.02% Reduced -3.9k -3,875
42 True Blue Financial, LLC 3.70% of their portfolio STEVENSVILLE, MI 45,80045.8k $4.5m $4.5m 3.70% First filing
43 TrueWealth Financial Partners 3.69% of their portfolio BELLEVUE, WA 45,68945.7k $4.5m $4.5m 3.69% New
44 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 42,48042.5k $4.2m $4.2m 0.01% Added +30.9k +30,859
45 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 40,36640.4k $3.9m $3.9m 0.02% First filing
46 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 40,25740.3k $3.9m $3.9m 0.02% Added +15.2k +15,203
47 CRUX WEALTH ADVISORS 1.29% of their portfolio LONG BEACH, CA 35,58535.6k $3.5m $3.5m 1.29% Added +779 +779
48 Laurel Wealth Planning LLC 1.92% of their portfolio EDINA, MN 35,41035.4k $3.5m $3.5m 1.92% Reduced -1.2k -1,229
49 FMR LLC 0.00% of their portfolio BOSTON, MA 34,94034.9k $3.4m $3.4m 0.00% Reduced -281 -281
50 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 31,92431.9k $3.1m $3.1m 0.00% Added +1.3k +1,290
51 Evolution Advisers, Inc. 1.34% of their portfolio RICHMOND, VA 31,75731.8k $3.1m $3.1m 1.34% Reduced -154 -154
52 L & S Advisors Inc 0.25% of their portfolio Los Angeles, CA 27,90027.9k $2.7m $2.7m 0.25% Added +55 +55
53 UMB Bank, n.a. 0.04% of their portfolio Kansas City, MO 27,60727.6k $2.7m $2.7m 0.04% Reduced -722 -722
54 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 27,10027.1k $2.7m $2.7m 0.01% Added +2.1k +2,100
55 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 26,52026.5k $2.6m $2.6m 0.03% Reduced -140 -140
56 Mascoma Wealth Management LLC 0.54% of their portfolio HANOVER, NH 25,94025.9k $2.5m $2.5m 0.54% Added +99 +99
57 BOKF, NA 0.04% of their portfolio TULSA, OK 25,14025.1k $2.5m $2.5m 0.04% Added +36 +36
58 SGL Investment Advisors, Inc. 0.92% of their portfolio MISSOULA, MT 24,99025.0k $2.3m $2.3m 0.92% Added +2.6k +2,562
59 Revolve Wealth Partners, LLC 0.28% of their portfolio Hackensack, NJ 24,04824.0k $2.4m $2.4m 0.28% Added +1.1k +1,071
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,63323.6k $2.3m $2.3m 0.00% Added +11.0k +10,999
61 B. Riley Wealth Advisors, Inc. 0.11% of their portfolio MEMPHIS, TN 23,22623.2k $2.3m $2.3m 0.11% Added +221 +221
62 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 23,19123.2k $2.3m $2.3m 0.02% Reduced -225 -225
63 Wealth Advisory Team LLC 2.01% of their portfolio BELLEVUE, KY 23,19123.2k $2.3m $2.3m 2.01% First filing
64 Scott Capital Advisors, LLC 0.50% of their portfolio PORTLAND, OR 22,91922.9k $2.2m $2.2m 0.50% Added +13.8k +13,849
65 CWM, LLC 0.01% of their portfolio OMAHA, NE 22,64922.6k $2.2m $2.2m 0.01% Reduced -2.4k -2,427
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,22422.2k $2.2m $2.2m 0.00% Reduced -2.3k -2,341
67 Legacy Edge Advisors, LLC 0.24% of their portfolio SYOSSET, NY 22,00522.0k $2.2m $2.2m 0.24% Added +133 +133
68 Equita Financial Network, Inc. 0.65% of their portfolio FORT WASHINGTON, PA 21,92821.9k $2.1m $2.1m 0.65% Added +2.3k +2,338
69 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.07% of their portfolio BLOOMINGTON, MN 20,90320.9k $2.0m $2.0m 1.07% First filing
70 J.Safra Asset Management Corp 0.10% of their portfolio NEW YORK, NY 20,16020.2k $2.0m $2.0m 0.10% Reduced -295 -295
71 Financial Insights, Inc. 0.66% of their portfolio TACOMA, WA 20,14420.1k $2.0m $2.0m 0.66% Reduced -373 -373
72 CGN Advisors LLC 0.15% of their portfolio MANHATTAN, KS 19,19519.2k $1.9m $1.9m 0.15% Reduced -803 -803
73 NorthRock Partners, LLC 0.03% of their portfolio MINNEAPOLIS, MN 19,04419.0k $1.9m $1.9m 0.03% Reduced -697 -697
74 CX Institutional 0.06% of their portfolio AUBURN, IN 18,98219.0k $1.9m $1.9m 0.06% Added +1.9k +1,895
75 XY Planning Network, Inc. 0.31% of their portfolio BOZEMAN, MT 18,20718.2k $1.8m $1.8m 0.31% Added +2.8k +2,761
76 Falcon Wealth Planning 0.15% of their portfolio Ontario, CA 17,71317.7k $1.7m $1.7m 0.15% Reduced -33 -33
77 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,70517.7k $1.7m $1.7m 0.00% New
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,44917.4k $1.7m $1.7m 0.00% Reduced -109 -109
79 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 17,31817.3k $1.7m $1.7m 0.01% Added +3.8k +3,792
80 CARY STREET PARTNERS FINANCIAL LLC 0.04% of their portfolio RICHMOND, VA 17,12717.1k $1.7m $1.7m 0.04% Reduced -122 -122
81 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 16,67716.7k $1.6m $1.6m 0.04% Reduced -563 -563
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,38216.4k $1.6m $1.6m 0.00% Added +14.6k +14,582
83 Baltimore-Washington Financial Advisors, Inc. 0.07% of their portfolio Columbia, MD 16,23316.2k $1.6m $1.6m 0.07% Reduced -60 -60
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,82615.8k $1.5m $1.5m 0.00% Reduced -106 -106
85 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,40015.4k $1.5m $1.5m 0.00% Reduced -672 -672
86 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,10315.1k $1.5m $1.5m 0.00% Added +4.7k +4,652
87 First Pacific Financial 0.19% of their portfolio VANCOUVER, WA 14,75114.8k $1.4m $1.4m 0.19% Added +713 +713
88 MFA WEALTH ADVISORS, LLC 0.30% of their portfolio PITTSBURGH, PA 14,58514.6k $1.4m $1.4m 0.30% Unchanged
89 Heck Capital Advisors, LLC 0.10% of their portfolio Rhinelander, WI 14,21714.2k $1.4m $1.4m 0.10% Reduced -999 -999
90 Cornerstone Financial Management LLC 1.23% of their portfolio BURLINGTON, MA 13,39513.4k $1.3m $1.3m 1.23% First filing
91 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 13,33013.3k $1.3m $1.3m 0.06% Added +142 +142
92 Curtis Advisory Group, LLC 0.27% of their portfolio SANTA BARBARA, CA 13,16113.2k $1.3m $1.3m 0.27% Added +823 +823
93 Wescott Financial Advisory Group, LLC 0.11% of their portfolio Philadelphia, PA 12,82712.8k $1.3m $1.3m 0.11% Added +843 +843
94 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,66812.7k $1.2m $1.2m 0.01% Added +4.9k +4,870
95 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,56612.6k $1.2m $1.2m 0.01% Reduced -437 -437
96 Refined Wealth Management 0.82% of their portfolio SALT LAKE CITY, UT 12,51012.5k $1.2m $1.2m 0.82% Added +5 +5
97 Sandbox Financial Partners, LLC 0.34% of their portfolio BETHESDA, MD 12,40412.4k $1.2m $1.2m 0.34% Reduced -740 -740
98 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 12,30412.3k $1.2m $1.2m 0.02% Added +448 +448
99 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 12,04512.0k $1.2m $1.2m 0.01% Added +2.9k +2,901
100 FLAGSHIP HARBOR ADVISORS, LLC 0.06% of their portfolio BOSTON, MA 12,03512.0k $1.2m $1.2m 0.06% Reduced -690 -690