Vault-13

NUSHARES ETF TR NULV

NUVEEN ESG LRGVL · ETP · CUSIP 67092P300

256 institutional holders +4 vs Q4 2024
36,065,71736.1m shares reported held*
$1.5bnreported value*
22 new 81 added 107 reduced 18 sold out net sold ≈ $29.9m (-738.2k 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 ≈ $40.51.

Trends to Q1 2025

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: 252Q1 25: 256256Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022182
Q4 2022193
Q1 2023198
Q2 2023204
Q3 2023205
Q4 2023222
Q1 2024227
Q2 2024237
Q3 2024243
Q4 2024252
Q1 2025256

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 99 bought or addedQ2 23: 80 cut or sold outQ3 23: 99 bought or addedQ3 23: 82 cut or sold outQ3 23Q4 23: 89 bought or addedQ4 23: 104 cut or sold outQ1 24: 117 bought or addedQ1 24: 83 cut or sold outQ1 24Q2 24: 108 bought or addedQ2 24: 102 cut or sold outQ3 24: 112 bought or addedQ3 24: 92 cut or sold outQ3 24Q4 24: 124 bought or addedQ4 24: 89 cut or sold outQ1 25: 103 bought or addedQ1 25: 125 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239980
Q3 20239982
Q4 202389104
Q1 202411783
Q2 2024108102
Q3 202411292
Q4 202412489
Q1 2025103125

Biggest buyers

LPL Financial LLC Added +223,762+223.8k
GOLDMAN SACHS GROUP INC New +185,756+185.8k
EASTERN BANK Added +167,498+167.5k
OPPENHEIMER ASSET MANAGEMENT INC. New +46,059+46.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +43,495+43.5k
Beacon Pointe Advisors, LLC Added +42,328+42.3k
One Capital Management, LLC Added +39,023+39.0k
MORGAN STANLEY Added +33,464+33.5k
FMR LLC Added +27,064+27.1k
CITADEL ADVISORS LLC New +23,215+23.2k

Biggest sellers

Money Design Co.,Ltd. Reduced -319,350-319.4k
Lido Advisors, LLC Sold out -316,675-316.7k
Thrivent Financial for Lutherans Reduced -208,129-208.1k
Forefront Analytics, LLC Reduced -83,811-83.8k
PARK AVENUE SECURITIES LLC Sold out -78,693-78.7k
Ameritas Advisory Services, LLC Reduced -72,078-72.1k
UBS Group AG Reduced -70,195-70.2k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -69,821-69.8k
Clarity Asset Management, Inc. Reduced -46,384-46.4k
NewEdge Advisors, LLC Reduced -45,653-45.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 13,528,81813.5m $547.8m $547.8m 0.05% Reduced -37.7k -37,695
2 TIAA TRUST, NATIONAL ASSOCIATION 0.49% of their portfolio CHARLOTTE, NC 3,860,9773.9m $156.3m $156.3m 0.49% Reduced -69.8k -69,821
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,022,1272.0m $81.9m $81.9m 0.01% Added +22.8k +22,805
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,310,9421.3m $53.1m $53.1m 0.02% Added +223.8k +223,762
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,196,1851.2m $48.4m $48.4m 0.00% Added +33.5k +33,464
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 987,352987.4k $40.0m $40.0m 0.01% Reduced -37.6k -37,557
7 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 808,263808.3k $32.7m $32.7m 0.05% Added +43.5k +43,495
8 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 642,293642.3k $27.3m $27.3m 0.06% Reduced -208.1k -208,129
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 555,404555.4k $22.5m $22.5m 0.00% Reduced -70.2k -70,195
10 Forefront Analytics, LLC 25.85% of their portfolio WEST CONSHOHOCKEN, PA 555,012555.0k $22.5m $22.5m 25.85% Reduced -83.8k -83,811
11 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 471,440471.4k $19.1m $19.1m 0.04% Added +19.9k +19,886
12 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 468,325468.3k $19.0m $19.0m 0.06% Reduced -21.9k -21,863
13 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.41% of their portfolio Seattle, WA 390,907390.9k $15.8m $15.8m 0.41% Reduced -1.3k -1,311
14 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 342,677342.7k $13.9m $13.9m 0.05% Reduced -153 -153
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 324,248324.2k $13.1m $13.1m 0.00% Added +15.3k +15,251
16 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 310,612310.6k $12.6m $12.6m 0.14% Added +42.3k +42,328
17 EASTERN BANK 0.24% of their portfolio BOSTON, MA 306,033306.0k $12.4m $12.4m 0.24% Added +167.5k +167,498
18 O'Brien Wealth Partners LLC 2.04% of their portfolio Waltham, MA 270,778270.8k $11.0m $11.0m 2.04% Reduced -2.2k -2,188
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 255,709255.7k $10.4m $10.4m 0.00% Reduced -23.1k -23,061
20 Mariner, LLC 0.02% of their portfolio Overland Park, KS 227,390227.4k $9.2m $9.2m 0.02% Added +3.1k +3,147
21 Fund Evaluation Group, LLC 0.38% of their portfolio CINCINNATI, OH 217,969218.0k $8.8m $8.8m 0.38% Added +1.3k +1,323
22 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 217,594217.6k $8.8m $8.8m 0.02% Added +3.6k +3,623
23 Money Design Co.,Ltd. 0.43% of their portfolio TOKYO, M0 211,697211.7k $8.6m $8.6m 0.43% Reduced -319.4k -319,350
24 MISSION WEALTH MANAGEMENT, LP 0.21% of their portfolio Santa Barbara, CA 205,816205.8k $8.3m $8.3m 0.21% Added +17.1k +17,096
25 Vestmark Advisory Solutions, Inc. 0.21% of their portfolio Wakefield, MA 203,040203.0k $8.2m $8.2m 0.21% Reduced -881 -881
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 185,756185.8k $7.5m $7.5m 0.00% New
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 181,429181.4k $7.3m $7.3m 0.00% Reduced -2.6k -2,587
28 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 177,337177.3k $6.9m $6.9m 0.04% Reduced -675 -675
29 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 173,110173.1k $7.0m $7.0m 0.01% Reduced -4.0k -3,952
30 RWA WEALTH PARTNERS, LLC 0.08% of their portfolio BOSTON, MA 159,779159.8k $6.5m $6.5m 0.08% Reduced -1.9k -1,937
31 CGC Financial Services, LLC 2.48% of their portfolio LAKE OSWEGO, OR 154,684154.7k $6.3m $6.3m 2.48% Added +4.1k +4,054
32 FMR LLC 0.00% of their portfolio BOSTON, MA 151,959152.0k $6.2m $6.2m 0.00% Added +27.1k +27,064
33 REGATTA CAPITAL GROUP, LLC 1.12% of their portfolio EL SEGUNDO, CA 142,757142.8k $5.8m $5.8m 1.12% Added +2.1k +2,070
34 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 140,081140.1k $5.7m $5.7m 0.01% Added +13.9k +13,864
35 ST GERMAIN D J CO INC 0.25% of their portfolio SPRINGFIELD, MA 131,748131.7k $5.3m $5.3m 0.25% Added +13.4k +13,366
36 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 130,943130.9k $5.3m $5.3m 0.01% Reduced -22.0k -22,037
37 BSW Wealth Partners 0.74% of their portfolio BOULDER, CO 121,048121.0k $4.9m $4.9m 0.74% Reduced -16.4k -16,372
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 106,962107.0k $4.3m $4.3m 0.00% Added +5.1k +5,106
39 Ameritas Advisory Services, LLC 0.17% of their portfolio Lincoln, NE 101,675101.7k $4.1m $4.1m 0.17% Reduced -72.1k -72,078
40 VICUS CAPITAL 0.36% of their portfolio STATE COLLEGE, PA 96,33396.3k $3.9m $3.9m 0.36% Reduced -2.0k -2,004
41 Clarity Asset Management, Inc. 2.49% of their portfolio AMES, IA 95,71195.7k $3.9m $3.9m 2.49% Reduced -46.4k -46,384
42 Invera Wealth Advisors, LLC 2.49% of their portfolio BEND, OR 95,33095.3k $3.9m $3.9m 2.49% Reduced -182 -182
43 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 94,09894.1k $3.8m $3.8m 0.01% Added +2.2k +2,226
44 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 92,05992.1k $3.7m $3.7m 0.02% Reduced -45.7k -45,653
45 Wilmington Savings Fund Society, FSB 0.07% of their portfolio WILMINGTON, DE 86,05786.1k $3.5m $3.5m 0.07% Reduced -1.3k -1,261
46 Opes Wealth Management LLC 0.70% of their portfolio MENLO PARK, CA 85,32985.3k $3.5m $3.5m 0.70% Added +13.7k +13,670
47 STALEY CAPITAL ADVISERS INC 0.16% of their portfolio PITTSBURGH, PA 85,00085.0k $3.4m $3.4m 0.16% Unchanged
48 One Day In July LLC 0.34% of their portfolio BURLINGTON, VT 83,47883.5k $3.4m $3.4m 0.34% Reduced -604 -604
49 WNY Asset Management, LLC 0.40% of their portfolio Williamsville, NY 83,35983.4k $3.4m $3.4m 0.40% Reduced -1.1k -1,063
50 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 73,50073.5k $3.0m $3.0m 0.01% Added +3.9k +3,894
51 CX Institutional 0.10% of their portfolio AUBURN, IN 63,84563.8k $2.6m $2.6m 0.10% Reduced -605 -605
52 MARINO, STRAM & ASSOCIATES LLC 0.56% of their portfolio BRAINTREE, MA 62,54462.5k $2.5m $2.5m 0.56% Reduced -23.8k -23,764
53 Evolution Advisers, Inc. 1.31% of their portfolio RICHMOND, VA 61,31261.3k $2.5m $2.5m 1.31% Added +5.0k +4,957
54 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 60,81260.8k $2.5m $2.5m 0.02% Reduced -1.7k -1,699
55 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 60,63060.6k $2.5m $2.5m 0.00% Reduced -4.2k -4,202
56 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 59,53059.5k $2.4m $2.4m 0.00% Reduced -3.3k -3,284
57 Mascoma Wealth Management LLC 0.59% of their portfolio HANOVER, NH 58,66458.7k $2.4m $2.4m 0.59% Reduced -13.9k -13,926
58 Legacy Edge Advisors, LLC 0.37% of their portfolio SYOSSET, NY 58,57158.6k $2.4m $2.4m 0.37% Added +10.6k +10,643
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 56,25756.3k $2.3m $2.3m 0.00% Added +7.1k +7,063
60 One Capital Management, LLC 0.08% of their portfolio WESTLAKE VILLAGE, CA 55,52755.5k $2.2m $2.2m 0.08% Added +39.0k +39,023
61 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 53,64153.6k $2.2m $2.2m 0.02% Reduced -635 -635
62 Plum Street Advisors, LLC 1.03% of their portfolio NEW ORLEANS, LA 52,56852.6k $2.1m $2.1m 1.03% Added +1.8k +1,785
63 CANANDAIGUA NATIONAL BANK & TRUST CO 0.21% of their portfolio CANANDAIGUA, NY 52,48252.5k $2.1m $2.1m 0.21% Reduced -1.9k -1,850
64 LongView Asset Management LLC 1.82% of their portfolio SANTA FE, NM 52,39352.4k $2.1m $2.1m 1.82% Reduced -2.4k -2,350
65 Equita Financial Network, Inc. 0.70% of their portfolio FORT WASHINGTON, PA 49,36749.4k $2.0m $2.0m 0.70% Added +4.2k +4,158
66 Strategic Point Investment Advisors, LLC 0.32% of their portfolio PROVIDENCE, RI 47,45047.5k $1.9m $1.9m 0.32% Reduced -65 -65
67 BOKF, NA 0.03% of their portfolio TULSA, OK 46,93746.9k $1.9m $1.9m 0.03% Reduced -5 -5
68 Balanced Rock Investment Advisors LLC 1.51% of their portfolio ROSLINDALE, MA 46,74146.7k $1.9m $1.9m 1.51% Reduced -497 -497
69 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 46,05946.1k $1.9m $1.9m 0.02% New
70 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 45,49345.5k $1.8m $1.8m 0.03% Reduced -21.1k -21,127
71 Revolve Wealth Partners, LLC 0.26% of their portfolio Hackensack, NJ 43,69343.7k $1.8m $1.8m 0.26% Added +7.5k +7,452
72 CGN Advisors LLC 0.16% of their portfolio MANHATTAN, KS 40,69640.7k $1.6m $1.6m 0.16% Added +1.1k +1,070
73 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 39,77739.8k $1.6m $1.6m 0.01% Reduced -2.7k -2,698
74 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 36,92136.9k $1.5m $1.5m 0.02% Reduced -3.4k -3,398
75 WealthShield Partners, LLC 0.19% of their portfolio CARY, NC 35,78635.8k $1.4m $1.4m 0.19% Reduced -1.3k -1,274
76 Sincerus Advisory, LLC 1.47% of their portfolio NEW YORK, NY 34,53334.5k $1.4m $1.4m 1.47% Reduced -511 -511
77 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 33,78533.8k $1.4m $1.4m 0.01% Added +404 +404
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 32,51532.5k $1.3m $1.3m 0.00% Added +2.6k +2,611
79 Addison Advisors LLC 0.35% of their portfolio MIDDLEBURY, VT 32,10432.1k $1.3m $1.3m 0.35% Reduced -632 -632
80 Gateway Wealth Partners, LLC 0.28% of their portfolio APPLETON, WI 30,83430.8k $1.2m $1.2m 0.28% Added +360 +360
81 PrairieView Partners, LLC 0.13% of their portfolio ST. PAUL, MN 30,79430.8k $1.2m $1.2m 0.13% Reduced -139 -139
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,89929.9k $1.2m $1.2m 0.00% Reduced -1.7k -1,679
83 BAILARD, INC. 0.03% of their portfolio Foster City, CA 28,42028.4k $1.2m $1.2m 0.03% Reduced -4.8k -4,807
84 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 28,18628.2k $1.1m $1.1m 0.05% Added +1.4k +1,395
85 Trademark Financial Management, LLC 0.83% of their portfolio Bloomington, MN 26,77126.8k $1.1m $1.1m 0.83% Reduced -695 -695
86 Private Wealth Management Group, LLC 0.39% of their portfolio PRINCETON, NJ 26,10426.1k $1.1m $1.1m 0.39% Added +42 +42
87 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 25,90225.9k $1.0m $1.0m 0.04% Added +1.4k +1,381
88 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 25,66925.7k $1.0m $1.0m 0.02% Unchanged
89 VestGen Advisors, LLC 0.05% of their portfolio CHICAGO, IL 25,58125.6k $1.0m $1.0m 0.05% First filing
90 Curtis Advisory Group, LLC 0.30% of their portfolio SANTA BARBARA, CA 25,50125.5k $1.0m $1.0m 0.30% Unchanged
91 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,78424.8k $1.0m $1.0m 0.00% Added +1.9k +1,945
92 Shotwell Rutter Baer Inc 0.79% of their portfolio LANSING, MI 24,17624.2k $894.0k $894.0k 0.79% Added +1.1k +1,146
93 Bond & Devick Financial Network, Inc. 0.35% of their portfolio ST. LOUIS PARK, MN 23,65123.7k $957.6k $957.6k 0.35% Added +83 +83
94 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 23,53023.5k $952.7k $952.7k 0.01% Unchanged
95 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,21523.2k $940.0k $940.0k 0.00% New
96 Falcon Wealth Planning 0.10% of their portfolio Ontario, CA 22,77522.8k $922.2k $922.2k 0.10% Added +4.7k +4,656
97 NorthRock Partners, LLC 0.03% of their portfolio MINNEAPOLIS, MN 22,36822.4k $905.7k $905.7k 0.03% Reduced -612 -612
98 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 21,49521.5k $870.3k $870.3k 0.02% Added +887 +887
99 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 21,09421.1k $854.1k $854.1k 0.08% Reduced -3.8k -3,843
100 First Business Financial Services, Inc. 0.08% of their portfolio MADISON, WI 20,94920.9k $848.2k $848.2k 0.08% Reduced -704 -704