Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

280 institutional holders -8 vs Q4 2025
21,084,51121.1m shares reported held*
$1.9bnreported value*
14 new 111 added 87 reduced 24 sold out net bought ≈ $287.5m (+3.2m 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 ($924.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $90.92.

Trends to Q1 2026

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: 288Q1 26: 280280Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026280

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 142 bought or addedQ4 25: 110 cut or sold outQ1 26: 125 bought or addedQ1 26: 111 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20249994
Q3 202410387
Q4 202495107
Q1 202599133
Q2 2025105102
Q3 2025111111
Q4 2025142110
Q1 2026125111

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +4,968,140+5.0m
JPMORGAN CHASE & CO Added +344,364+344.4k
ENVESTNET ASSET MANAGEMENT INC Added +261,749+261.7k
LPL Financial LLC Added +140,103+140.1k
Northwest & Ethical Investments L.P. Added +117,740+117.7k
Bank of New York Mellon Corp Added +69,184+69.2k
Laurel Wealth Planning LLC Added +51,648+51.6k
GTS SECURITIES LLC New +48,807+48.8k
WELLS FARGO & COMPANY/MN Added +45,635+45.6k
KEYBANK NATIONAL ASSOCIATION/OH New +37,820+37.8k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -2,566,849-2.6m
Envestnet Portfolio Solutions, Inc. Sold out -193,776-193.8k
Uniting Wealth Partners, LLC Reduced -56,371-56.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -55,266-55.3k
Vestmark Advisory Solutions, Inc. Reduced -51,521-51.5k
Elevation Capital Advisory, LLC Sold out -51,023-51.0k
Clarity Asset Management, Inc. Reduced -49,647-49.6k
TrueWealth Financial Partners Sold out -45,689-45.7k
Corient Private Wealth LP Reduced -32,022-32.0k
Mirae Asset Global Investments Co., Ltd. Sold out -27,100-27.1k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 8,146,7128.1m $740.9m $740.9m 0.05% Added +5.0m +4,968,140
2 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.88% of their portfolio CHARLOTTE, NC 2,502,5772.5m $227.6m $227.6m 0.88% First filing
3 Northwest & Ethical Investments L.P. 3.01% of their portfolio TORONTO, A6 1,433,0401.4m $130.3m $130.3m 3.01% Added +117.7k +117,740
4 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,111,6391.1m $101.1m $101.1m 0.03% Added +140.1k +140,103
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 926,578926.6k $81.1m $81.1m 0.01% Added +344.4k +344,364
6 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 676,988677.0k $61.6m $61.6m 0.09% Reduced -1.3k -1,296
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 558,101558.1k $50.8m $50.8m 0.00% Added +37.0k +37,002
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 492,559492.6k $44.8m $44.8m 0.01% Added +261.7k +261,749
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 323,971324.0k $29.5m $29.5m 0.01% Added +2.2k +2,184
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 269,011269.0k $24.5m $24.5m 0.00% Added +24.6k +24,624
11 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 243,921243.9k $22.2m $22.2m 0.06% Reduced -7.2k -7,184
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 218,006218.0k $19.8m $19.8m 0.00% Added +69.2k +69,184
13 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 155,451155.5k $14.1m $14.1m 0.07% Added +25.9k +25,904
14 COLDSTREAM CAPITAL MANAGEMENT INC 0.16% of their portfolio BELLEVUE, WA 141,366141.4k $12.9m $12.9m 0.16% Added +25.8k +25,841
15 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 129,552129.6k $11.8m $11.8m 0.02% Added +20.8k +20,780
16 RVW Wealth, LLC 0.91% of their portfolio LOS ANGELES, CA 128,235128.2k $11.7m $11.7m 0.91% Reduced -10.2k -10,250
17 MISSION WEALTH MANAGEMENT, LP 0.20% of their portfolio Santa Barbara, CA 107,586107.6k $9.8m $9.8m 0.20% Added +4.5k +4,528
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 100,723100.7k $9.2m $9.2m 0.01% Reduced -10.2k -10,194
19 Impact Investors, Inc 6.28% of their portfolio SAN FRANCISCO, CA 99,39399.4k $9.0m $9.0m 6.28% Added +4.5k +4,544
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 98,37198.4k $8.9m $8.9m 0.00% Added +45.6k +45,635
21 Laurel Wealth Planning LLC 4.18% of their portfolio EDINA, MN 87,05887.1k $7.9m $7.9m 4.18% Added +51.6k +51,648
22 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 83,31783.3k $7.6m $7.6m 0.01% Reduced -2.1k -2,143
23 One Capital Management, LLC 0.21% of their portfolio WESTLAKE VILLAGE, CA 82,42982.4k $7.5m $7.5m 0.21% Added +13.7k +13,668
24 DeDora Capital, Inc. 1.73% of their portfolio Napa, CA 77,63877.6k $7.1m $7.1m 1.73% Added +3.8k +3,763
25 TIAA TRUST, NATIONAL ASSOCIATION 0.43% of their portfolio CHARLOTTE, NC 77,43277.4k $7.0m $7.0m 0.43% Reduced -2.6m -2,566,849
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 77,42977.4k $7.1m $7.1m 0.02% Reduced -21.0k -20,967
27 WCG Wealth Advisors LLC 0.19% of their portfolio LAS VEGAS, NV 74,73474.7k $6.8m $6.8m 0.19% Added +1.5k +1,513
28 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 72,48072.5k $6.6m $6.6m 0.01% Reduced -55.3k -55,266
29 Francis Financial, Inc. 1.14% of their portfolio NEW YORK, NY 67,60267.6k $6.1m $6.1m 1.14% Reduced -637 -637
30 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 63,40363.4k $5.8m $5.8m 0.01% Added +3.2k +3,171
31 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 62,17962.2k $5.7m $5.7m 0.01% Added +19.7k +19,699
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 57,33557.3k $5.2m $5.2m 0.00% Added +11.0k +10,967
33 Clarity Asset Management, Inc. 2.46% of their portfolio AMES, IA 53,40253.4k $4.9m $4.9m 2.46% Reduced -49.6k -49,647
34 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 51,18251.2k $4.7m $4.7m 0.01% Reduced -3.8k -3,843
35 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 50,80350.8k $4.6m $4.6m 0.02% Reduced -4.5k -4,464
36 Mariner, LLC 0.01% of their portfolio Overland Park, KS 49,87149.9k $4.5m $4.5m 0.01% Added +27.6k +27,647
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 49,66349.7k $4.5m $4.5m 0.00% Reduced -7.1k -7,100
38 GTS SECURITIES LLC 0.16% of their portfolio NEW YORK, NY 48,80748.8k $4.4m $4.4m 0.16% New
39 True Blue Financial, LLC 3.46% of their portfolio STEVENSVILLE, MI 48,31848.3k $4.4m $4.4m 3.46% Added +2.5k +2,518
40 FMR LLC 0.00% of their portfolio BOSTON, MA 48,25548.3k $4.4m $4.4m 0.00% Added +13.3k +13,315
41 Vestmark Advisory Solutions, Inc. 0.05% of their portfolio Wakefield, MA 48,08848.1k $4.4m $4.4m 0.05% Reduced -51.5k -51,521
42 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 44,98745.0k $4.1m $4.1m 0.02% Added +4.6k +4,621
43 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 43,73543.7k $4.0m $4.0m 0.01% Reduced -2.5k -2,549
44 Evolution Advisers, Inc. 1.62% of their portfolio RICHMOND, VA 42,33742.3k $3.9m $3.9m 1.62% Added +10.6k +10,580
45 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,52540.5k $3.7m $3.7m 0.01% Added +268 +268
46 Ascentis Independent Advisors 0.26% of their portfolio DALLAS, TX 38,01538.0k $3.5m $3.5m 0.26% Added +28.1k +28,057
47 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 37,82037.8k $3.4m $3.4m 0.01% New
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,55937.6k $3.4m $3.4m 0.00% Added +19.9k +19,854
49 CRUX WEALTH ADVISORS 1.25% of their portfolio LONG BEACH, CA 35,69735.7k $3.2m $3.2m 1.25% Added +112 +112
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,95531.0k $2.8m $2.8m 0.00% Added +28.6k +28,627
51 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,91630.9k $2.8m $2.8m 0.00% Reduced -32.0k -32,022
52 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 29,27829.3k $2.7m $2.7m 0.03% Added +2.8k +2,758
53 L & S Advisors Inc 0.32% of their portfolio Los Angeles, CA 27,90727.9k $2.5m $2.5m 0.32% Added +7 +7
54 SGL Investment Advisors, Inc. 1.13% of their portfolio MISSOULA, MT 27,50327.5k $3.0m $3.0m 1.13% Added +2.5k +2,513
55 CWM, LLC 0.01% of their portfolio OMAHA, NE 27,02327.0k $2.5m $2.5m 0.01% Added +4.4k +4,374
56 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 26,25626.3k $2.4m $2.4m 0.03% Reduced -1.4k -1,351
57 Scott Capital Advisors, LLC 0.48% of their portfolio PORTLAND, OR 24,42024.4k $2.3m $2.3m 0.48% Added +1.5k +1,501
58 BOKF, NA 0.03% of their portfolio TULSA, OK 24,11624.1k $2.2m $2.2m 0.03% Reduced -1.0k -1,024
59 Legacy Edge Advisors, LLC 0.23% of their portfolio SYOSSET, NY 23,86823.9k $2.2m $2.2m 0.23% Added +1.9k +1,863
60 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 23,11923.1k $2.1m $2.1m 0.00% Reduced -8.8k -8,805
61 Equita Financial Network, Inc. 0.66% of their portfolio FORT WASHINGTON, PA 23,01323.0k $2.1m $2.1m 0.66% Added +1.1k +1,085
62 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 22,80622.8k $2.1m $2.1m 0.02% Reduced -385 -385
63 Mascoma Wealth Management LLC 0.42% of their portfolio HANOVER, NH 22,46122.5k $2.0m $2.0m 0.42% Reduced -3.5k -3,479
64 Revolve Wealth Partners, LLC 0.27% of their portfolio Hackensack, NJ 22,46122.5k $2.0m $2.0m 0.27% Reduced -1.6k -1,587
65 CX Institutional 0.06% of their portfolio AUBURN, IN 20,52220.5k $1.9m $1.9m 0.06% Added +1.5k +1,540
66 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 20,20320.2k $2.0m $2.0m 0.01% Added +2.9k +2,885
67 Financial Insights, Inc. 0.60% of their portfolio TACOMA, WA 20,20220.2k $1.8m $1.8m 0.60% Added +58 +58
68 J.Safra Asset Management Corp 0.10% of their portfolio NEW YORK, NY 20,16020.2k $1.8m $1.8m 0.10% Unchanged
69 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.92% of their portfolio BLOOMINGTON, MN 19,36619.4k $1.8m $1.8m 0.92% Reduced -1.5k -1,537
70 CGN Advisors LLC 0.14% of their portfolio MANHATTAN, KS 19,19519.2k $1.7m $1.7m 0.14% Unchanged
71 XY Planning Network, Inc. 0.27% of their portfolio BOZEMAN, MT 18,68418.7k $1.7m $1.7m 0.27% Added +477 +477
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,64918.6k $1.7m $1.7m 0.00% Added +1.2k +1,200
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 18,49518.5k $1.7m $1.7m 0.00% Added +2.7k +2,669
74 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 18,48818.5k $1.7m $1.7m 0.01% Added +6.4k +6,443
75 Falcon Wealth Planning 0.11% of their portfolio Ontario, CA 18,18418.2k $1.7m $1.7m 0.11% Added +471 +471
76 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 17,58017.6k $1.6m $1.6m 0.04% Added +903 +903
77 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,45717.5k $1.6m $1.6m 0.00% Added +2.4k +2,354
78 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 16,87516.9k $1.5m $1.5m 0.02% Reduced -2.2k -2,169
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,78516.8k $1.5m $1.5m 0.00% Added +403 +403
80 Baltimore-Washington Financial Advisors, Inc. 0.06% of their portfolio Columbia, MD 16,23316.2k $1.5m $1.5m 0.06% Unchanged
81 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,48915.5k $1.4m $1.4m 0.00% Added +89 +89
82 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 15,17715.2k $1.4m $1.4m 0.03% Reduced -1.9k -1,950
83 First Pacific Financial 0.17% of their portfolio VANCOUVER, WA 14,67414.7k $1.3m $1.3m 0.17% Reduced -77 -77
84 MFA WEALTH ADVISORS, LLC 0.26% of their portfolio PITTSBURGH, PA 14,58514.6k $1.3m $1.3m 0.26% Unchanged
85 Curtis Advisory Group, LLC 0.28% of their portfolio SANTA BARBARA, CA 14,52914.5k $1.3m $1.3m 0.28% Added +1.4k +1,368
86 Heck Capital Advisors, LLC 0.09% of their portfolio Rhinelander, WI 13,94813.9k $1.3m $1.3m 0.09% Reduced -269 -269
87 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 13,67013.7k $1.2m $1.2m 0.03% Added +1.4k +1,366
88 Cornerstone Financial Management LLC 1.12% of their portfolio BURLINGTON, MA 13,46813.5k $1.2m $1.2m 1.12% Added +73 +73
89 FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio BOSTON, MA 13,12013.1k $1.2m $1.2m 0.05% Added +1.1k +1,085
90 WealthShield Partners, LLC 0.13% of their portfolio CARY, NC 12,96613.0k $1.2m $1.2m 0.13% Added +967 +967
91 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 12,94912.9k $1.2m $1.2m 0.06% Reduced -381 -381
92 Wescott Financial Advisory Group, LLC 0.10% of their portfolio Philadelphia, PA 12,85112.9k $1.2m $1.2m 0.10% Added +24 +24
93 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,18112.2k $1.1m $1.1m 0.01% Reduced -385 -385
94 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 12,04412.0k $1.1m $1.1m 0.01% Added +1.8k +1,755
95 BlueStem Wealth Partners, LLC 0.12% of their portfolio MINNETONKA, MN 12,00512.0k $1.1m $1.1m 0.12% Added +1.3k +1,345
96 Sandbox Financial Partners, LLC 0.30% of their portfolio BETHESDA, MD 11,85811.9k $1.1m $1.1m 0.30% Reduced -546 -546
97 Colorado Capital Management, Inc. 0.39% of their portfolio BOULDER, CO 11,53311.5k $1.0m $1.0m 0.39% Unchanged
98 Johnson Financial Group, Inc. 0.04% of their portfolio RACINE, WI 11,31511.3k $1.0m $1.0m 0.04% Added +1.6k +1,632
99 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 11,12211.1k $1.0m $1.0m 0.04% Added +2.4k +2,414
100 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,87910.9k $999.9k $999.9k 0.01% Reduced -1.8k -1,789