Vault-13

NUSHARES ETF TR NULG

NUVEEN ESG LRGCP · ETP · CUSIP 67092P201

317 institutional holders +37 vs Q1 2026
19,844,23319.8m shares reported held*
$2.3bnreported value*
55 new 96 added 104 reduced 17 sold out net sold ≈ $151.8m (-1.3m 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 ($248.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $116.95.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 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: 280Q2 26: 317317Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026317

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 125 bought or addedQ1 26: 111 cut or sold outQ2 26: 151 bought or addedQ2 26: 121 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410387
Q4 202495107
Q1 202599133
Q2 2025105102
Q3 2025111111
Q4 2025142110
Q1 2026125111
Q2 2026151121

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +235,123+235.1k
GOLDMAN SACHS GROUP INC Added +106,330+106.3k
WIN ADVISORS, INC New +99,015+99.0k
JPMORGAN CHASE & CO Added +65,004+65.0k
EP Wealth Advisors, LLC Added +45,629+45.6k
ENVESTNET ASSET MANAGEMENT INC Added +24,008+24.0k
CITADEL ADVISORS LLC New +23,081+23.1k
Elevation Capital Advisory, LLC New +22,154+22.2k
Beacon Pointe Advisors, LLC Added +21,343+21.3k
Bank of New York Mellon Corp Added +19,341+19.3k

Biggest sellers

Northwest & Ethical Investments L.P. Sold out -1,433,040-1.4m
BANK OF AMERICA CORP /DE/ Reduced -398,162-398.2k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -59,927-59.9k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -55,885-55.9k
Ascentis Independent Advisors Sold out -38,015-38.0k
Clarity Asset Management, Inc. Reduced -28,885-28.9k
WELLS FARGO & COMPANY/MN Reduced -28,828-28.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -28,495-28.5k
Mariner, LLC Reduced -23,256-23.3k
XY Planning Network, Inc. Sold out -18,684-18.7k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 7,748,5507.7m $907.0m $907.0m 0.06% Reduced -398.2k -398,162
2 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.98% of their portfolio CHARLOTTE, NC 2,442,6502.4m $285.9m $285.9m 0.98% Reduced -59.9k -59,927
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,111,0811.1m $130.1m $130.1m 0.03% Reduced -558 -558
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 991,582991.6k $114.4m $114.4m 0.01% Added +65.0k +65,004
5 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 695,633695.6k $81.4m $81.4m 0.10% Added +18.6k +18,645
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 569,147569.1k $66.6m $66.6m 0.00% Added +11.0k +11,046
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 516,567516.6k $60.5m $60.5m 0.01% Added +24.0k +24,008
8 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 479,044479.0k $56.1m $56.1m 0.06% Added +235.1k +235,123
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 316,213316.2k $37.0m $37.0m 0.01% Reduced -7.8k -7,758
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 277,316277.3k $32.5m $32.5m 0.01% Added +8.3k +8,305
11 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 237,347237.3k $27.8m $27.8m 0.00% Added +19.3k +19,341
12 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 176,794176.8k $20.7m $20.7m 0.10% Added +21.3k +21,343
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 143,889143.9k $16.8m $16.8m 0.00% Added +106.3k +106,330
14 RVW Wealth, LLC 1.02% of their portfolio LOS ANGELES, CA 132,672132.7k $15.5m $15.5m 1.02% Added +4.4k +4,437
15 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 126,692126.7k $14.8m $14.8m 0.02% Reduced -2.9k -2,860
16 MISSION WEALTH MANAGEMENT, LP 0.18% of their portfolio Santa Barbara, CA 124,436124.4k $14.6m $14.6m 0.18% Added +16.9k +16,850
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 114,889114.9k $13.4m $13.4m 0.01% Added +14.2k +14,166
18 WIN ADVISORS, INC 4.13% of their portfolio PALM BEACH GARDENS, FL 99,01599.0k $11.6m $11.6m 4.13% New
19 Impact Investors, Inc 7.91% of their portfolio SAN FRANCISCO, CA 92,45592.5k $10.8m $10.8m 7.91% Reduced -6.9k -6,938
20 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 90,61690.6k $10.6m $10.6m 0.04% Added +45.6k +45,629
21 Laurel Wealth Planning LLC 4.47% of their portfolio EDINA, MN 86,34986.3k $10.1m $10.1m 4.47% Reduced -709 -709
22 COLDSTREAM CAPITAL MANAGEMENT INC 0.13% of their portfolio BELLEVUE, WA 85,48185.5k $10.0m $10.0m 0.13% Reduced -55.9k -55,885
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 82,84082.8k $9.6m $9.6m 0.02% Added +5.4k +5,411
24 One Capital Management, LLC 0.21% of their portfolio WESTLAKE VILLAGE, CA 82,42982.4k $7.5m $7.5m 0.21% Unchanged
25 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 80,35580.4k $9.4m $9.4m 0.01% Added +7.9k +7,875
26 DeDora Capital, Inc. 2.04% of their portfolio Napa, CA 80,07080.1k $9.4m $9.4m 2.04% Added +2.4k +2,432
27 TIAA TRUST, NATIONAL ASSOCIATION 0.51% of their portfolio CHARLOTTE, NC 74,16974.2k $8.7m $8.7m 0.51% Reduced -3.3k -3,263
28 WCG Wealth Advisors LLC 0.20% of their portfolio LAS VEGAS, NV 70,68270.7k $8.3m $8.3m 0.20% Reduced -4.1k -4,052
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 69,54369.5k $8.1m $8.1m 0.00% Reduced -28.8k -28,828
30 Francis Financial, Inc. 1.29% of their portfolio NEW YORK, NY 66,90966.9k $7.8m $7.8m 1.29% Reduced -693 -693
31 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 66,77766.8k $7.8m $7.8m 0.04% Added +16.0k +15,974
32 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 66,43866.4k $7.8m $7.8m 0.01% Reduced -16.9k -16,879
33 Global Retirement Partners, LLC 0.12% of their portfolio San Rafael, CA 66,01566.0k $7.7m $7.7m 0.12% First filing
34 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 63,37763.4k $7.4m $7.4m 0.01% Added +1.2k +1,198
35 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 62,77462.8k $7.3m $7.3m 0.01% Reduced -629 -629
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 59,56659.6k $7.0m $7.0m 0.01% Added +8.4k +8,384
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,51758.5k $6.8m $6.8m 0.00% Added +1.2k +1,182
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 51,32651.3k $6.0m $6.0m 0.00% Added +1.7k +1,663
39 True Blue Financial, LLC 2.26% of their portfolio STEVENSVILLE, MI 45,64745.6k $5.3m $5.3m 2.26% Reduced -2.7k -2,671
40 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 45,13345.1k $5.3m $5.3m 0.02% Added +7.3k +7,313
41 FMR LLC 0.00% of their portfolio BOSTON, MA 44,42044.4k $5.2m $5.2m 0.00% Reduced -3.8k -3,835
42 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 43,75943.8k $5.1m $5.1m 0.02% Added +24 +24
43 Evolution Advisers, Inc. 1.84% of their portfolio RICHMOND, VA 42,77942.8k $5.0m $5.0m 1.84% Added +442 +442
44 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 40,83040.8k $4.8m $4.8m 0.04% Reduced -7.3k -7,258
45 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 40,77440.8k $4.8m $4.8m 0.02% Added +249 +249
46 GTS SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 36,66236.7k $4.3m $4.3m 0.09% Reduced -12.1k -12,145
47 CRUX WEALTH ADVISORS 1.46% of their portfolio LONG BEACH, CA 36,10836.1k $4.2m $4.2m 1.46% Added +411 +411
48 OPPENHEIMER ASSET MANAGEMENT INC. 0.04% of their portfolio NEW YORK, NY 29,36829.4k $3.4m $3.4m 0.04% Added +90 +90
49 L & S Advisors Inc 0.33% of their portfolio Los Angeles, CA 27,55827.6k $3.2m $3.2m 0.33% Reduced -349 -349
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,61526.6k $3.1m $3.1m 0.00% Reduced -23.3k -23,256
51 SGL Investment Advisors, Inc. 1.06% of their portfolio MISSOULA, MT 26,33126.3k $3.1m $3.1m 1.06% Reduced -1.2k -1,172
52 UMB Bank, n.a. 0.04% of their portfolio Kansas City, MO 25,99026.0k $3.0m $3.0m 0.04% Reduced -266 -266
53 Equita Financial Network, Inc. 0.83% of their portfolio FORT WASHINGTON, PA 25,45025.4k $3.0m $3.0m 0.83% Added +2.4k +2,437
54 Scott Capital Advisors, LLC 0.46% of their portfolio PORTLAND, OR 25,03925.0k $2.9m $2.9m 0.46% Added +619 +619
55 BOKF, NA 0.04% of their portfolio TULSA, OK 24,91124.9k $2.9m $2.9m 0.04% Added +795 +795
56 Clarity Asset Management, Inc. 1.41% of their portfolio AMES, IA 24,51724.5k $2.9m $2.9m 1.41% Reduced -28.9k -28,885
57 Mascoma Wealth Management LLC 0.53% of their portfolio HANOVER, NH 24,19924.2k $2.8m $2.8m 0.53% Added +1.7k +1,738
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,08123.1k $2.7m $2.7m 0.00% New
59 Legacy Edge Advisors, LLC 0.24% of their portfolio SYOSSET, NY 22,50522.5k $2.6m $2.6m 0.24% Reduced -1.4k -1,363
60 Elevation Capital Advisory, LLC 1.00% of their portfolio BEND, OR 22,15422.2k $2.6m $2.6m 1.00% New
61 Revolve Wealth Partners, LLC 0.26% of their portfolio Hackensack, NJ 21,33321.3k $2.5m $2.5m 0.26% Reduced -1.1k -1,128
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 20,13020.1k $2.4m $2.4m 0.00% Added +1.5k +1,481
63 J.Safra Asset Management Corp 0.11% of their portfolio NEW YORK, NY 19,86819.9k $2.3m $2.3m 0.11% Reduced -292 -292
64 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 19,65719.7k $2.3m $2.3m 0.01% Reduced -546 -546
65 Financial Insights, Inc. 0.60% of their portfolio TACOMA, WA 19,50019.5k $2.3m $2.3m 0.60% Reduced -702 -702
66 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,12619.1k $2.2m $2.2m 0.00% Reduced -4.0k -3,993
67 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 18,88718.9k $2.2m $2.2m 0.02% Reduced -3.9k -3,919
68 Wealth Advisory Team LLC 1.79% of their portfolio BELLEVUE, KY 18,85718.9k $2.2m $2.2m 1.79% First filing
69 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.03% of their portfolio BLOOMINGTON, MN 18,70718.7k $2.2m $2.2m 1.03% Reduced -659 -659
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,64818.6k $2.2m $2.2m 0.00% Added +1.2k +1,191
71 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 18,61318.6k $2.2m $2.2m 0.01% Added +125 +125
72 CGN Advisors LLC 0.16% of their portfolio MANHATTAN, KS 18,60218.6k $2.2m $2.2m 0.16% Reduced -593 -593
73 CX Institutional 0.06% of their portfolio AUBURN, IN 18,54118.5k $2.2m $2.2m 0.06% Reduced -2.0k -1,981
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 18,47318.5k $2.2m $2.2m 0.00% Reduced -22 -22
75 Bond & Devick Financial Network, Inc. 0.51% of their portfolio ST. LOUIS PARK, MN 17,75417.8k $2.1m $2.1m 0.51% New
76 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 17,31217.3k $2.0m $2.0m 0.02% Added +6.4k +6,433
77 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 17,15317.2k $2.0m $2.0m 0.04% Reduced -427 -427
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,00017.0k $2.0m $2.0m 0.00% Added +215 +215
79 NorthRock Partners, LLC 0.03% of their portfolio MINNEAPOLIS, MN 16,86116.9k $2.0m $2.0m 0.03% Reduced -14 -14
80 Falcon Wealth Planning 0.12% of their portfolio Ontario, CA 16,44316.4k $1.9m $1.9m 0.12% Reduced -1.7k -1,741
81 Baltimore-Washington Financial Advisors, Inc. 0.07% of their portfolio Columbia, MD 16,07616.1k $1.9m $1.9m 0.07% Reduced -157 -157
82 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,52315.5k $1.8m $1.8m 0.00% Added +34 +34
83 Lloyd Advisory Services, LLC. 0.70% of their portfolio SUWANEE, GA 15,40115.4k $1.8m $1.8m 0.70% Added +15.0k +15,023
84 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 15,30915.3k $1.8m $1.8m 0.07% Added +2.2k +2,189
85 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 14,88714.9k $1.7m $1.7m 0.00% Reduced -16.0k -16,029
86 MFA WEALTH ADVISORS, LLC 0.29% of their portfolio PITTSBURGH, PA 14,58514.6k $1.7m $1.7m 0.29% Unchanged
87 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 14,48714.5k $1.7m $1.7m 0.01% Added +13.6k +13,557
88 Cornerstone Financial Management LLC 1.35% of their portfolio BURLINGTON, MA 14,39514.4k $1.7m $1.7m 1.35% Added +927 +927
89 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 14,01814.0k $1.6m $1.6m 0.01% Added +2.0k +1,974
90 First Pacific Financial 0.19% of their portfolio VANCOUVER, WA 13,88913.9k $1.6m $1.6m 0.19% Reduced -785 -785
91 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 13,60013.6k $1.6m $1.6m 0.00% New
92 Heck Capital Advisors, LLC 0.09% of their portfolio Rhinelander, WI 13,55513.6k $1.6m $1.6m 0.09% Reduced -393 -393
93 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 13,41613.4k $1.6m $1.6m 0.03% Reduced -254 -254
94 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 13,33013.3k $1.6m $1.6m 0.06% Added +381 +381
95 Wescott Financial Advisory Group, LLC 0.12% of their portfolio Philadelphia, PA 12,82912.8k $1.5m $1.5m 0.12% Reduced -22 -22
96 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 12,33812.3k $1.4m $1.4m 0.03% Reduced -2.8k -2,839
97 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 12,33712.3k $1.4m $1.4m 0.05% Added +1.2k +1,215
98 Curtis Advisory Group, LLC 0.28% of their portfolio SANTA BARBARA, CA 12,25712.3k $1.4m $1.4m 0.28% Reduced -2.3k -2,272
99 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,23112.2k $1.4m $1.4m 0.01% Added +50 +50
100 BlueStem Wealth Partners, LLC 0.14% of their portfolio MINNETONKA, MN 12,22312.2k $1.4m $1.4m 0.14% Added +218 +218