Vault-13

NUSHARES ETF TR NULV

NUVEEN ESG LRGVL · ETP · CUSIP 67092P300

256 institutional holders +0 vs Q1 2025
35,917,94635.9m shares reported held*
$1.5bnreported value*
13 new 102 added 94 reduced 14 sold out net sold ≈ $9.9m (-235.7k 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 ≈ $41.92.

Trends to Q2 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: 256Q2 25: 256256Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025256

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 103 bought or addedQ1 25: 125 cut or sold outQ2 25: 115 bought or addedQ2 25: 108 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20239982
Q4 202389104
Q1 202411783
Q2 2024108102
Q3 202411292
Q4 202412489
Q1 2025103125
Q2 2025115108

Biggest buyers

TIAA TRUST, NATIONAL ASSOCIATION Added +431,789+431.8k
Vestmark Advisory Solutions, Inc. Added +247,808+247.8k
ROYAL BANK OF CANADA Added +128,210+128.2k
CRUX WEALTH ADVISORS New +90,354+90.4k
PARK AVENUE SECURITIES LLC New +67,427+67.4k
LPL Financial LLC Added +51,708+51.7k
BANK OF AMERICA CORP /DE/ Added +41,550+41.5k
OSAIC HOLDINGS, INC. Added +38,292+38.3k
CWM, LLC Added +29,698+29.7k
Beacon Pointe Advisors, LLC Added +24,517+24.5k

Biggest sellers

Thrivent Financial for Lutherans Reduced -568,219-568.2k
Forefront Analytics, LLC Reduced -209,125-209.1k
CGC Financial Services, LLC Reduced -150,976-151.0k
GOLDMAN SACHS GROUP INC Reduced -98,513-98.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -66,493-66.5k
Ameritas Advisory Services, LLC Reduced -61,063-61.1k
PNC Financial Services Group, Inc. Reduced -59,096-59.1k
FMR LLC Reduced -57,660-57.7k
MARINO, STRAM & ASSOCIATES LLC Reduced -36,057-36.1k
RWA WEALTH PARTNERS, LLC Reduced -35,449-35.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 13,570,36813.6m $568.8m $568.8m 0.05% Added +41.5k +41,550
2 TIAA TRUST, NATIONAL ASSOCIATION 0.47% of their portfolio CHARLOTTE, NC 4,292,7664.3m $179.9m $179.9m 0.47% Added +431.8k +431,789
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,017,5502.0m $84.6m $84.6m 0.01% Reduced -4.6k -4,577
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,362,6501.4m $57.1m $57.1m 0.02% Added +51.7k +51,708
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,174,9511.2m $49.2m $49.2m 0.00% Reduced -21.2k -21,234
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 920,859920.9k $38.6m $38.6m 0.01% Reduced -66.5k -66,493
7 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 792,723792.7k $33.2m $33.2m 0.04% Reduced -15.5k -15,540
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 547,810547.8k $23.0m $23.0m 0.00% Reduced -7.6k -7,594
9 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 476,260476.3k $20.0m $20.0m 0.06% Added +7.9k +7,935
10 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 455,699455.7k $19.1m $19.1m 0.04% Reduced -15.7k -15,741
11 Vestmark Advisory Solutions, Inc. 0.27% of their portfolio Wakefield, MA 450,848450.8k $18.9m $18.9m 0.27% Added +247.8k +247,808
12 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% of their portfolio Seattle, WA 386,763386.8k $16.2m $16.2m 0.37% Reduced -4.1k -4,144
13 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 346,229346.2k $14.5m $14.5m 0.05% Added +3.6k +3,552
14 Forefront Analytics, LLC 16.19% of their portfolio WEST CONSHOHOCKEN, PA 345,887345.9k $14.5m $14.5m 16.19% Reduced -209.1k -209,125
15 Beacon Pointe Advisors, LLC 0.15% of their portfolio NEWPORT BEACH, CA 335,129335.1k $14.0m $14.0m 0.15% Added +24.5k +24,517
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 326,257326.3k $13.7m $13.7m 0.00% Added +2.0k +2,009
17 EASTERN BANK 0.24% of their portfolio BOSTON, MA 304,587304.6k $12.8m $12.8m 0.24% Reduced -1.4k -1,446
18 O'Brien Wealth Partners LLC 1.79% of their portfolio Waltham, MA 272,488272.5k $11.4m $11.4m 1.79% Added +1.7k +1,710
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 249,959250.0k $10.5m $10.5m 0.00% Reduced -5.8k -5,750
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 235,930235.9k $9.9m $9.9m 0.01% Added +8.5k +8,540
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 235,172235.2k $9.9m $9.9m 0.00% Added +128.2k +128,210
22 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 218,916218.9k $9.2m $9.2m 0.02% Added +1.3k +1,322
23 MISSION WEALTH MANAGEMENT, LP 0.19% of their portfolio Santa Barbara, CA 210,701210.7k $8.8m $8.8m 0.19% Added +4.9k +4,885
24 Fund Evaluation Group, LLC 0.34% of their portfolio CINCINNATI, OH 210,669210.7k $8.8m $8.8m 0.34% Reduced -7.3k -7,300
25 Money Design Co.,Ltd. 0.39% of their portfolio TOKYO, M0 201,098201.1k $8.4m $8.4m 0.39% Reduced -10.6k -10,599
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 181,748181.7k $7.6m $7.6m 0.00% Added +319 +319
27 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 178,114178.1k $7.5m $7.5m 0.04% Added +777 +777
28 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 173,881173.9k $7.3m $7.3m 0.01% Added +771 +771
29 REGATTA CAPITAL GROUP, LLC 1.02% of their portfolio EL SEGUNDO, CA 141,763141.8k $5.9m $5.9m 1.02% Reduced -994 -994
30 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 135,166135.2k $5.7m $5.7m 0.01% Reduced -4.9k -4,915
31 ST GERMAIN D J CO INC 0.24% of their portfolio SPRINGFIELD, MA 134,719134.7k $5.6m $5.6m 0.24% Added +3.0k +2,971
32 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 127,675127.7k $5.4m $5.4m 0.01% Reduced -3.3k -3,268
33 RWA WEALTH PARTNERS, LLC 0.07% of their portfolio BOSTON, MA 124,330124.3k $5.2m $5.2m 0.07% Reduced -35.4k -35,449
34 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 113,372113.4k $4.8m $4.8m 0.02% Added +21.3k +21,313
35 Clarity Asset Management, Inc. 2.66% of their portfolio AMES, IA 106,247106.2k $4.5m $4.5m 2.66% Added +10.5k +10,536
36 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 100,953101.0k $4.2m $4.2m 0.01% Added +6.9k +6,855
37 STALEY CAPITAL ADVISERS INC 0.18% of their portfolio PITTSBURGH, PA 100,000100.0k $4.2m $4.2m 0.18% Added +15.0k +15,000
38 VICUS CAPITAL 0.33% of their portfolio STATE COLLEGE, PA 96,11096.1k $4.0m $4.0m 0.33% Reduced -223 -223
39 BSW Wealth Partners 0.55% of their portfolio BOULDER, CO 95,93495.9k $4.0m $4.0m 0.55% Reduced -25.1k -25,114
40 FMR LLC 0.00% of their portfolio BOSTON, MA 94,29994.3k $4.0m $4.0m 0.00% Reduced -57.7k -57,660
41 Invera Wealth Advisors, LLC 2.55% of their portfolio BEND, OR 93,44693.4k $3.9m $3.9m 2.55% Reduced -1.9k -1,884
42 rebel Financial LLC 1.74% of their portfolio GROVEPORT, OH 91,14591.1k $3.8m $3.8m 1.74% First filing
43 CRUX WEALTH ADVISORS 1.61% of their portfolio LONG BEACH, CA 90,35490.4k $3.8m $3.8m 1.61% New
44 Opes Wealth Management LLC 0.66% of their portfolio MENLO PARK, CA 89,02689.0k $3.7m $3.7m 0.66% Added +3.7k +3,697
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 87,24387.2k $3.7m $3.7m 0.00% Reduced -98.5k -98,513
46 Wilmington Savings Fund Society, FSB 0.06% of their portfolio WILMINGTON, DE 85,79085.8k $3.6m $3.6m 0.06% Reduced -267 -267
47 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 75,28875.3k $3.2m $3.2m 0.02% Added +1.8k +1,788
48 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 74,07474.1k $3.1m $3.1m 0.01% Reduced -568.2k -568,219
49 One Day In July LLC 0.26% of their portfolio BURLINGTON, VT 68,65768.7k $2.9m $2.9m 0.26% Reduced -14.8k -14,821
50 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 67,42767.4k $2.8m $2.8m 0.03% New
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,07663.1k $2.6m $2.6m 0.00% Added +38.3k +38,292
52 Legacy Edge Advisors, LLC 0.35% of their portfolio SYOSSET, NY 62,70162.7k $2.6m $2.6m 0.35% Added +4.1k +4,130
53 Evolution Advisers, Inc. 1.26% of their portfolio RICHMOND, VA 61,42261.4k $2.6m $2.6m 1.26% Added +110 +110
54 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 60,73560.7k $2.5m $2.5m 0.02% Reduced -77 -77
55 CX Institutional 0.09% of their portfolio AUBURN, IN 58,95759.0k $2.5m $2.5m 0.09% Reduced -4.9k -4,888
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 57,77257.8k $2.4m $2.4m 0.00% Added +1.5k +1,515
57 WNY Asset Management, LLC 0.27% of their portfolio Williamsville, NY 57,41157.4k $2.4m $2.4m 0.27% Reduced -25.9k -25,948
58 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 56,81356.8k $2.4m $2.4m 0.02% Added +3.2k +3,172
59 Balanced Rock Investment Advisors LLC 1.87% of their portfolio ROSLINDALE, MA 56,72756.7k $2.4m $2.4m 1.87% Added +10.0k +9,986
60 LongView Asset Management LLC 1.74% of their portfolio SANTA FE, NM 54,84054.8k $2.3m $2.3m 1.74% Added +2.4k +2,447
61 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 53,89053.9k $2.3m $2.3m 0.00% Reduced -6.7k -6,740
62 Plum Street Advisors, LLC 0.97% of their portfolio NEW ORLEANS, LA 52,59952.6k $2.2m $2.2m 0.97% Added +31 +31
63 One Capital Management, LLC 0.08% of their portfolio WESTLAKE VILLAGE, CA 52,06752.1k $2.2m $2.2m 0.08% Reduced -3.5k -3,460
64 Equita Financial Network, Inc. 0.81% of their portfolio FORT WASHINGTON, PA 48,58148.6k $2.0m $2.0m 0.81% Reduced -786 -786
65 CANANDAIGUA NATIONAL BANK & TRUST CO 0.19% of their portfolio CANANDAIGUA, NY 48,03048.0k $2.0m $2.0m 0.19% Reduced -4.5k -4,452
66 Mascoma Wealth Management LLC 0.46% of their portfolio HANOVER, NH 46,87746.9k $2.0m $2.0m 0.46% Reduced -11.8k -11,787
67 BOKF, NA 0.03% of their portfolio TULSA, OK 46,77446.8k $2.0m $2.0m 0.03% Reduced -163 -163
68 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 45,86545.9k $1.9m $1.9m 0.02% Reduced -194 -194
69 Strategic Point Investment Advisors, LLC 0.29% of their portfolio PROVIDENCE, RI 45,35545.4k $1.9m $1.9m 0.29% Reduced -2.1k -2,095
70 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 44,03544.0k $1.8m $1.8m 0.01% Added +4.3k +4,258
71 Revolve Wealth Partners, LLC 0.24% of their portfolio Hackensack, NJ 43,87943.9k $1.8m $1.8m 0.24% Added +186 +186
72 CGN Advisors LLC 0.16% of their portfolio MANHATTAN, KS 42,55142.6k $1.8m $1.8m 0.16% Added +1.9k +1,855
73 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 41,66841.7k $1.7m $1.7m 0.02% Reduced -3.8k -3,825
74 Ameritas Advisory Services, LLC 0.09% of their portfolio Lincoln, NE 40,61240.6k $1.7m $1.7m 0.09% Reduced -61.1k -61,063
75 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 38,19738.2k $1.6m $1.6m 0.01% Added +19.9k +19,923
76 Sincerus Advisory, LLC 1.44% of their portfolio NEW YORK, NY 35,87935.9k $1.5m $1.5m 1.44% Added +1.3k +1,346
77 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 35,72335.7k $1.5m $1.5m 0.01% Added +1.9k +1,938
78 CWM, LLC 0.01% of their portfolio OMAHA, NE 34,89834.9k $1.5m $1.5m 0.01% Added +29.7k +29,698
79 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 34,69434.7k $1.5m $1.5m 0.02% Reduced -2.2k -2,227
80 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,22534.2k $1.4m $1.4m 0.00% Added +1.7k +1,710
81 Addison Advisors LLC 0.34% of their portfolio MIDDLEBURY, VT 32,12932.1k $1.3m $1.3m 0.34% Added +25 +25
82 PrairieView Partners, LLC 0.12% of their portfolio ST. PAUL, MN 30,77130.8k $1.3m $1.3m 0.12% Reduced -23 -23
83 Gateway Wealth Partners, LLC 0.24% of their portfolio APPLETON, WI 30,76630.8k $1.3m $1.3m 0.24% Reduced -68 -68
84 Falcon Wealth Planning 0.13% of their portfolio Ontario, CA 30,07530.1k $1.3m $1.3m 0.13% Added +7.3k +7,300
85 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,29229.3k $1.2m $1.2m 0.00% Added +13.5k +13,467
86 WealthShield Partners, LLC 0.14% of their portfolio CARY, NC 28,01528.0k $1.2m $1.2m 0.14% Reduced -7.8k -7,771
87 Trademark Financial Management, LLC 0.71% of their portfolio Bloomington, MN 27,76227.8k $1.2m $1.2m 0.71% Added +991 +991
88 Bond & Devick Financial Network, Inc. 0.39% of their portfolio ST. LOUIS PARK, MN 27,63027.6k $1.2m $1.2m 0.39% Added +4.0k +3,979
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,05427.1k $1.1m $1.1m 0.00% Reduced -2.8k -2,845
90 Onyx Bridge Wealth Group LLC 0.15% of their portfolio TARRYTOWN, NY 26,55226.6k $1.1m $1.1m 0.15% Added +10.8k +10,808
91 MARINO, STRAM & ASSOCIATES LLC 0.22% of their portfolio BRAINTREE, MA 26,48726.5k $1.1m $1.1m 0.22% Reduced -36.1k -36,057
92 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 26,40026.4k $1.1m $1.1m 0.04% Added +498 +498
93 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 25,66925.7k $1.1m $1.1m 0.02% Unchanged
94 Private Wealth Management Group, LLC 0.36% of their portfolio PRINCETON, NJ 25,63125.6k $1.1m $1.1m 0.36% Reduced -473 -473
95 Curtis Advisory Group, LLC 0.27% of their portfolio SANTA BARBARA, CA 25,50125.5k $1.1m $1.1m 0.27% Unchanged
96 BAILARD, INC. 0.02% of their portfolio Foster City, CA 25,49925.5k $1.1m $1.1m 0.02% Reduced -2.9k -2,921
97 Laurel Wealth Planning LLC 0.58% of their portfolio EDINA, MN 24,43924.4k $1.0m $1.0m 0.58% Added +12.5k +12,549
98 Shotwell Rutter Baer Inc 0.70% of their portfolio LANSING, MI 24,34324.3k $1.0m $1.0m 0.70% Added +167 +167
99 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 24,26024.3k $1.0m $1.0m 0.01% Added +730 +730
100 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 24,06924.1k $1.0m $1.0m 0.08% Added +3.0k +2,975