Vault-13

NUSHARES ETF TR NULV

NUVEEN ESG LRGVL · ETP · CUSIP 67092P300

252 institutional holders +9 vs Q3 2024
36,801,61936.8m shares reported held*
$1.5bnreported value*
12 new 112 added 72 reduced 17 sold out net sold ≈ $56.7m (-1.5m 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 ≈ $39.44.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 182Q4 22: 193Q1 23: 198Q2 23: 204Q3 23: 205Q4 23: 222Q1 24: 227Q2 24: 237Q3 24: 243Q4 24: 252252Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022182
Q4 2022193
Q1 2023198
Q2 2023204
Q3 2023205
Q4 2023222
Q1 2024227
Q2 2024237
Q3 2024243
Q4 2024252

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 113 bought or addedQ1 23: 66 cut or sold outQ2 23: 99 bought or addedQ2 23: 80 cut or sold outQ2 23Q3 23: 99 bought or addedQ3 23: 82 cut or sold outQ4 23: 89 bought or addedQ4 23: 104 cut or sold outQ4 23Q1 24: 117 bought or addedQ1 24: 83 cut or sold outQ2 24: 108 bought or addedQ2 24: 102 cut or sold outQ2 24Q3 24: 112 bought or addedQ3 24: 92 cut or sold outQ4 24: 124 bought or addedQ4 24: 89 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202311366
Q2 20239980
Q3 20239982
Q4 202389104
Q1 202411783
Q2 2024108102
Q3 202411292
Q4 202412489

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +99,604+99.6k
ENVESTNET ASSET MANAGEMENT INC Added +55,272+55.3k
Fund Evaluation Group, LLC Added +49,707+49.7k
MERCER GLOBAL ADVISORS INC /ADV Added +43,801+43.8k
Lido Advisors, LLC Added +40,998+41.0k
ATLAS CAPITAL ADVISORS INC. Added +37,048+37.0k
TIAA TRUST, NATIONAL ASSOCIATION Added +34,028+34.0k
FMR LLC Added +33,722+33.7k
Bank of New York Mellon Corp Added +30,138+30.1k
Beacon Pointe Advisors, LLC Added +28,966+29.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,047,144-1.0m
BANK OF AMERICA CORP /DE/ Reduced -427,291-427.3k
Corient Private Wealth LP Reduced -134,207-134.2k
Thrivent Financial for Lutherans Reduced -91,049-91.0k
Stewardship Advisors, LLC Reduced -79,518-79.5k
Ameritas Advisory Services, LLC Reduced -78,105-78.1k
Forefront Analytics, LLC Reduced -55,813-55.8k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -37,548-37.5k
UBS Group AG Reduced -32,679-32.7k
EP Wealth Advisors, LLC Reduced -31,079-31.1k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 13,566,51313.6m $534.1m $534.1m 0.05% Reduced -427.3k -427,291
2 TIAA TRUST, NATIONAL ASSOCIATION 0.47% of their portfolio CHARLOTTE, NC 3,930,7983.9m $154.8m $154.8m 0.47% Added +34.0k +34,028
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,999,3222.0m $78.7m $78.7m 0.01% Reduced -1.0m -1,047,144
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,162,7211.2m $45.8m $45.8m 0.00% Added +17.4k +17,412
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,087,1801.1m $42.8m $42.8m 0.02% Added +26.6k +26,609
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,024,9091.0m $40.4m $40.4m 0.01% Added +55.3k +55,272
7 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 850,422850.4k $35.5m $35.5m 0.07% Reduced -91.0k -91,049
8 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 764,768764.8k $30.1m $30.1m 0.04% Added +99.6k +99,604
9 Forefront Analytics, LLC 11.70% of their portfolio WEST CONSHOHOCKEN, PA 638,823638.8k $25.2m $25.2m 11.70% Reduced -55.8k -55,813
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 625,599625.6k $24.6m $24.6m 0.01% Reduced -32.7k -32,679
11 Money Design Co.,Ltd. 1.07% of their portfolio TOKYO, M0 531,047531.0k $20.9m $20.9m 1.07% Added +755 +755
12 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 490,188490.2k $19.3m $19.3m 0.06% Added +1.2k +1,193
13 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 451,554451.6k $17.8m $17.8m 0.04% Added +43.8k +43,801
14 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.42% of their portfolio Seattle, WA 392,218392.2k $15.4m $15.4m 0.42% Added +11.9k +11,872
15 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 342,830342.8k $13.5m $13.5m 0.04% Added +20.2k +20,155
16 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 316,675316.7k $12.5m $12.5m 0.08% Added +41.0k +40,998
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 308,997309.0k $12.2m $12.2m 0.00% First filing
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 278,770278.8k $11.0m $11.0m 0.00% Added +7.3k +7,286
19 O'Brien Wealth Partners LLC 1.94% of their portfolio Waltham, MA 272,966273.0k $10.7m $10.7m 1.94% Added +6.4k +6,388
20 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 268,284268.3k $10.6m $10.6m 0.12% Added +29.0k +28,966
21 Mariner, LLC 0.01% of their portfolio Overland Park, KS 224,243224.2k $8.8m $8.8m 0.01% Added +2.0k +2,026
22 Fund Evaluation Group, LLC 0.40% of their portfolio CINCINNATI, OH 216,646216.6k $8.5m $8.5m 0.40% Added +49.7k +49,707
23 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 213,971214.0k $8.4m $8.4m 0.02% Added +2.0k +2,004
24 Vestmark Advisory Solutions, Inc. 0.28% of their portfolio Wakefield, MA 203,921203.9k $8.0m $8.0m 0.28% Added +8.3k +8,254
25 MISSION WEALTH MANAGEMENT, LP 0.18% of their portfolio Santa Barbara, CA 188,720188.7k $7.4m $7.4m 0.18% Added +1.3k +1,263
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 184,016184.0k $7.2m $7.2m 0.00% Added +30.1k +30,138
27 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 178,012178.0k $7.3m $7.3m 0.04% Added +2.3k +2,320
28 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 177,062177.1k $7.0m $7.0m 0.01% Added +3.2k +3,158
29 Ameritas Advisory Services, LLC 0.24% of their portfolio Lincoln, NE 173,753173.8k $6.8m $6.8m 0.24% Reduced -78.1k -78,105
30 RWA WEALTH PARTNERS, LLC 0.08% of their portfolio BOSTON, MA 161,716161.7k $6.4m $6.4m 0.08% Added +2.4k +2,436
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 152,980153.0k $6.0m $6.0m 0.01% Reduced -7.9k -7,869
32 CGC Financial Services, LLC 2.36% of their portfolio LAKE OSWEGO, OR 150,630150.6k $5.9m $5.9m 2.36% Reduced -1.1k -1,150
33 Clarity Asset Management, Inc. 3.64% of their portfolio AMES, IA 142,095142.1k $5.6m $5.6m 3.64% Reduced -1.2k -1,245
34 REGATTA CAPITAL GROUP, LLC 1.07% of their portfolio EL SEGUNDO, CA 140,687140.7k $5.5m $5.5m 1.07% Added +8.4k +8,422
35 EASTERN BANK 0.10% of their portfolio BOSTON, MA 138,535138.5k $5.5m $5.5m 0.10% Reduced -2.9k -2,914
36 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 137,712137.7k $5.4m $5.4m 0.03% Added +580 +580
37 BSW Wealth Partners 0.79% of their portfolio BOULDER, CO 137,420137.4k $5.4m $5.4m 0.79% Reduced -8.3k -8,330
38 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 126,217126.2k $5.0m $5.0m 0.01% Reduced -134.2k -134,207
39 FMR LLC 0.00% of their portfolio BOSTON, MA 124,895124.9k $4.9m $4.9m 0.00% Added +33.7k +33,722
40 ST GERMAIN D J CO INC 0.21% of their portfolio SPRINGFIELD, MA 118,382118.4k $4.7m $4.7m 0.21% Added +11.8k +11,805
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 101,856101.9k $4.0m $4.0m 0.00% Reduced -3.6k -3,641
42 VICUS CAPITAL 0.34% of their portfolio STATE COLLEGE, PA 98,33798.3k $3.9m $3.9m 0.34% Added +3.3k +3,269
43 Invera Wealth Advisors, LLC 3.87% of their portfolio BEND, OR 95,51295.5k $3.9m $3.9m 3.87% Reduced -1.1k -1,145
44 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 91,87291.9k $3.6m $3.6m 0.01% Added +6.1k +6,075
45 Wilmington Savings Fund Society, FSB 0.06% of their portfolio WILMINGTON, DE 87,31887.3k $3.4m $3.4m 0.06% Reduced -12.0k -12,049
46 MARINO, STRAM & ASSOCIATES LLC 0.75% of their portfolio BRAINTREE, MA 86,30886.3k $3.4m $3.4m 0.75% Reduced -1.1k -1,139
47 STALEY CAPITAL ADVISERS INC 0.15% of their portfolio PITTSBURGH, PA 85,00085.0k $3.3m $3.3m 0.15% Unchanged
48 WNY Asset Management, LLC 0.41% of their portfolio Williamsville, NY 84,42284.4k $3.3m $3.3m 0.41% Reduced -1.6k -1,556
49 One Day In July LLC 0.35% of their portfolio BURLINGTON, VT 84,08284.1k $3.3m $3.3m 0.35% Added +512 +512
50 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 78,69378.7k $3.1m $3.1m 0.03% Reduced -90 -90
51 Mascoma Wealth Management LLC 0.72% of their portfolio HANOVER, NH 72,59072.6k $2.9m $2.9m 0.72% Reduced -1.7k -1,705
52 Opes Wealth Management LLC 0.58% of their portfolio MENLO PARK, CA 71,65971.7k $2.8m $2.8m 0.58% Added +89 +89
53 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 69,60669.6k $2.7m $2.7m 0.01% Added +3.6k +3,573
54 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 66,62066.6k $2.6m $2.6m 0.05% Added +3.3k +3,276
55 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 64,83264.8k $2.6m $2.6m 0.00% Added +3.1k +3,087
56 CX Institutional 0.10% of their portfolio AUBURN, IN 64,45064.5k $2.5m $2.5m 0.10% Reduced -4.3k -4,324
57 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 62,81462.8k $2.5m $2.5m 0.00% Added +9.0k +8,979
58 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 62,51162.5k $2.5m $2.5m 0.02% Reduced -3.5k -3,521
59 FLPUTNAM INVESTMENT MANAGEMENT CO 0.04% of their portfolio PORTLAND, ME 62,07962.1k $2.4m $2.4m 0.04% Reduced -1.9k -1,886
60 Evolution Advisers, Inc. 1.21% of their portfolio RICHMOND, VA 56,35556.4k $2.2m $2.2m 1.21% Reduced -58 -58
61 LongView Asset Management LLC 1.88% of their portfolio SANTA FE, NM 54,74354.7k $2.2m $2.2m 1.88% First filing
62 CANANDAIGUA NATIONAL BANK & TRUST CO 0.21% of their portfolio CANANDAIGUA, NY 54,33254.3k $2.1m $2.1m 0.21% Reduced -4.1k -4,066
63 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 54,27654.3k $2.1m $2.1m 0.02% Reduced -31.1k -31,079
64 Plum Street Advisors, LLC 0.99% of their portfolio NEW ORLEANS, LA 50,78350.8k $2.0m $2.0m 0.99% Added +12.6k +12,603
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,19449.2k $1.9m $1.9m 0.00% Added +459 +459
66 Legacy Edge Advisors, LLC 0.30% of their portfolio SYOSSET, NY 47,92847.9k $1.9m $1.9m 0.30% Added +4.8k +4,835
67 Strategic Point Investment Advisors, LLC 0.30% of their portfolio PROVIDENCE, RI 47,51547.5k $1.9m $1.9m 0.30% Added +245 +245
68 Balanced Rock Investment Advisors LLC 1.47% of their portfolio ROSLINDALE, MA 47,23847.2k $1.9m $1.9m 1.47% Added +2.4k +2,411
69 BOKF, NA 0.03% of their portfolio TULSA, OK 46,94246.9k $1.8m $1.8m 0.03% Reduced -520 -520
70 Equita Financial Network, Inc. 0.64% of their portfolio FORT WASHINGTON, PA 45,20945.2k $1.8m $1.8m 0.64% Added +2.1k +2,145
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,14044.1k $1.7m $1.7m 0.00% Added +11.3k +11,272
72 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 42,47542.5k $1.7m $1.7m 0.01% Added +695 +695
73 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 41,87241.9k $1.6m $1.6m 0.00% Added +22.5k +22,548
74 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 40,31940.3k $1.6m $1.6m 0.03% Reduced -1.6k -1,566
75 CGN Advisors LLC 0.15% of their portfolio MANHATTAN, KS 39,62639.6k $1.6m $1.6m 0.15% Added +7.6k +7,634
76 ATLAS CAPITAL ADVISORS INC. 0.20% of their portfolio JACKSON, WY 39,33239.3k $1.5m $1.5m 0.20% Added +37.0k +37,048
77 WealthShield Partners, LLC 0.21% of their portfolio CARY, NC 37,06037.1k $1.5m $1.5m 0.21% Added +5.4k +5,366
78 Revolve Wealth Partners, LLC 0.21% of their portfolio Hackensack, NJ 36,24136.2k $1.4m $1.4m 0.21% Added +3.0k +3,009
79 Sincerus Advisory, LLC 1.48% of their portfolio NEW YORK, NY 35,04435.0k $1.4m $1.4m 1.48% First filing
80 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 33,38133.4k $1.3m $1.3m 0.01% Reduced -5.9k -5,921
81 BAILARD, INC. 0.03% of their portfolio Foster City, CA 33,22733.2k $1.3m $1.3m 0.03% Added +1.6k +1,650
82 Addison Advisors LLC 0.36% of their portfolio MIDDLEBURY, VT 32,73632.7k $1.3m $1.3m 0.36% Reduced -140 -140
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 31,57831.6k $1.2m $1.2m 0.00% Added +158 +158
84 PrairieView Partners, LLC 0.13% of their portfolio ST. PAUL, MN 30,93330.9k $1.2m $1.2m 0.13% Reduced -2.3k -2,275
85 Gateway Wealth Partners, LLC 0.31% of their portfolio APPLETON, WI 30,47430.5k $1.2m $1.2m 0.31% Added +714 +714
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 29,90429.9k $1.2m $1.2m 0.00% Added +5.3k +5,318
87 Trademark Financial Management, LLC 0.86% of their portfolio Bloomington, MN 27,46627.5k $1.1m $1.1m 0.86% Added +9.9k +9,939
88 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 26,79126.8k $1.1m $1.1m 0.04% Added +2.7k +2,700
89 Private Wealth Management Group, LLC 0.39% of their portfolio PRINCETON, NJ 26,06226.1k $1.0m $1.0m 0.39% Reduced -212 -212
90 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 25,66925.7k $1.0m $1.0m 0.01% Unchanged
91 Curtis Advisory Group, LLC 0.27% of their portfolio SANTA BARBARA, CA 25,50125.5k $1.0m $1.0m 0.27% Reduced -228 -228
92 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 24,93724.9k $981.8k $981.8k 0.07% Reduced -23.4k -23,413
93 Johnson Bixby & Associates, LLC 0.15% of their portfolio VANCOUVER, WA 24,74024.7k $974.0k $974.0k 0.15% Added +805 +805
94 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 24,52124.5k $965.4k $965.4k 0.04% Added +8.2k +8,240
95 Bond & Devick Financial Network, Inc. 0.42% of their portfolio ST. LOUIS PARK, MN 23,56823.6k $983.3k $983.3k 0.42% Unchanged
96 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 23,53023.5k $926.4k $926.4k 0.01% Unchanged
97 Shotwell Rutter Baer Inc 0.75% of their portfolio LANSING, MI 23,03023.0k $895.6k $895.6k 0.75% Reduced -971 -971
98 NorthRock Partners, LLC 0.03% of their portfolio MINNEAPOLIS, MN 22,98023.0k $904.7k $904.7k 0.03% Reduced -1.3k -1,293
99 Stewardship Advisors, LLC 0.25% of their portfolio MOUNT JOY, PA 22,87722.9k $900.7k $900.7k 0.25% Reduced -79.5k -79,518
100 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,83922.8k $899.6k $899.6k 0.00% Reduced -1.5k -1,514