Vault-13

NUSHARES ETF TR NULV

NUVEEN ESG LRGVL · ETP · CUSIP 67092P300

275 institutional holders +17 vs Q3 2025
36,145,43536.1m shares reported held*
$1.6bnreported value*
18 new 107 added 94 reduced 14 sold out net sold ≈ $78.0m (-1.7m 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 ≈ $45.23.

Trends to Q4 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: 256Q3 25: 258Q4 25: 275275Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025258
Q4 2025275

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 113 bought or addedQ3 25: 96 cut or sold outQ4 25: 125 bought or addedQ4 25: 108 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202411783
Q2 2024108102
Q3 202411292
Q4 202412489
Q1 2025103125
Q2 2025115108
Q3 202511396
Q4 2025125108

Biggest buyers

LPL Financial LLC Added +370,301+370.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +237,238+237.2k
TIAA TRUST, NATIONAL ASSOCIATION Added +194,509+194.5k
Bank of New York Mellon Corp Added +158,864+158.9k
Corient Private Wealth LP Added +110,993+111.0k
rebel Financial LLC Added +86,244+86.2k
Thrivent Financial for Lutherans Added +81,060+81.1k
One Capital Management, LLC Added +59,011+59.0k
HSBC HOLDINGS PLC Added +47,920+47.9k
Beacon Pointe Advisors, LLC Added +47,542+47.5k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,040,490-2.0m
BANK OF AMERICA CORP /DE/ Reduced -1,053,321-1.1m
ENVESTNET ASSET MANAGEMENT INC Reduced -169,220-169.2k
Forefront Analytics, LLC Reduced -106,568-106.6k
SUMMIT WEALTH GROUP LLC / CO Sold out -35,668-35.7k
Vestmark Advisory Solutions, Inc. Reduced -18,593-18.6k
Trademark Financial Management, LLC Reduced -18,333-18.3k
MARINO, STRAM & ASSOCIATES LLC Reduced -18,139-18.1k
RWA WEALTH PARTNERS, LLC Reduced -18,087-18.1k
OSAIC HOLDINGS, INC. Reduced -15,867-15.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 12,654,88112.7m $570.1m $570.1m 0.04% Reduced -1.1m -1,053,321
2 TIAA TRUST, NATIONAL ASSOCIATION 0.53% of their portfolio CHARLOTTE, NC 4,868,1044.9m $219.3m $219.3m 0.53% Added +194.5k +194,509
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,027,2162.0m $91.3m $91.3m 0.01% Reduced -2.0m -2,040,490
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,789,5791.8m $80.6m $80.6m 0.02% Added +370.3k +370,301
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,232,8451.2m $55.5m $55.5m 0.00% Added +31.1k +31,083
6 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,005,2241.0m $45.3m $45.3m 0.06% Added +237.2k +237,238
7 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 679,923679.9k $36.9m $36.9m 0.06% Added +13.9k +13,900
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 511,185511.2k $23.0m $23.0m 0.00% Reduced -14.7k -14,725
9 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 471,588471.6k $21.2m $21.2m 0.06% Reduced -10.1k -10,097
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 469,535469.5k $21.2m $21.2m 0.01% Reduced -169.2k -169,220
11 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 439,525439.5k $19.8m $19.8m 0.14% Added +47.5k +47,542
12 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% of their portfolio Seattle, WA 409,247409.2k $18.4m $18.4m 0.33% Added +6.7k +6,745
13 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 376,206376.2k $16.9m $16.9m 0.06% Reduced -648 -648
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 343,642343.6k $15.5m $15.5m 0.00% Added +158.9k +158,864
15 EASTERN BANK 0.23% of their portfolio BOSTON, MA 289,671289.7k $13.0m $13.0m 0.23% Reduced -3.6k -3,633
16 O'Brien Wealth Partners LLC 1.61% of their portfolio Waltham, MA 270,178270.2k $12.2m $12.2m 1.61% Added +1.9k +1,892
17 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 238,109238.1k $10.7m $10.7m 0.02% Added +23.8k +23,849
18 Mariner, LLC 0.01% of their portfolio Overland Park, KS 234,287234.3k $10.6m $10.6m 0.01% Reduced -493 -493
19 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 234,165234.2k $10.5m $10.5m 0.01% Added +111.0k +110,993
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 227,504227.5k $10.2m $10.2m 0.00% Reduced -7.5k -7,511
21 MISSION WEALTH MANAGEMENT, LP 0.20% of their portfolio Santa Barbara, CA 221,362221.4k $10.0m $10.0m 0.20% Added +9.3k +9,254
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 207,740207.7k $9.4m $9.4m 0.00% Reduced -689 -689
23 Fund Evaluation Group, LLC 0.31% of their portfolio CINCINNATI, OH 205,534205.5k $9.3m $9.3m 0.31% Reduced -3.9k -3,936
24 Vestmark Advisory Solutions, Inc. 0.12% of their portfolio Wakefield, MA 201,228201.2k $9.1m $9.1m 0.12% Reduced -18.6k -18,593
25 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 189,251189.3k $8.5m $8.5m 0.01% Added +17.2k +17,156
26 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 185,709185.7k $8.4m $8.4m 0.03% Reduced -1.9k -1,896
27 ST GERMAIN D J CO INC 0.32% of their portfolio SPRINGFIELD, MA 180,326180.3k $8.1m $8.1m 0.32% Added +41.4k +41,384
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 164,201164.2k $7.4m $7.4m 0.00% Added +44.0k +43,984
29 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 163,387163.4k $7.4m $7.4m 0.01% Added +1.0k +1,049
30 Forefront Analytics, LLC 5.62% of their portfolio WEST CONSHOHOCKEN, PA 141,379141.4k $6.4m $6.4m 5.62% Reduced -106.6k -106,568
31 REGATTA CAPITAL GROUP, LLC 0.95% of their portfolio EL SEGUNDO, CA 139,265139.3k $6.3m $6.3m 0.95% Reduced -448 -448
32 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 120,896120.9k $5.5m $5.5m 0.01% Added +81.1k +81,060
33 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 119,205119.2k $5.4m $5.4m 0.01% Reduced -1.9k -1,865
34 One Capital Management, LLC 0.16% of their portfolio WESTLAKE VILLAGE, CA 116,314116.3k $5.2m $5.2m 0.16% Added +59.0k +59,011
35 FMR LLC 0.00% of their portfolio BOSTON, MA 115,042115.0k $5.2m $5.2m 0.00% Added +16.5k +16,508
36 Clarity Asset Management, Inc. 2.70% of their portfolio AMES, IA 109,086109.1k $4.9m $4.9m 2.70% Added +2.1k +2,058
37 Wilmington Savings Fund Society, FSB 0.11% of their portfolio WILMINGTON, DE 108,565108.6k $4.9m $4.9m 0.11% Added +22.8k +22,775
38 RWA WEALTH PARTNERS, LLC 0.05% of their portfolio BOSTON, MA 106,722106.7k $4.8m $4.8m 0.05% Reduced -18.1k -18,087
39 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 106,578106.6k $4.8m $4.8m 0.02% Reduced -5.0k -4,957
40 STALEY CAPITAL ADVISERS INC 0.19% of their portfolio PITTSBURGH, PA 100,000100.0k $4.5m $4.5m 0.19% Unchanged
41 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 98,92098.9k $4.5m $4.5m 0.00% Added +47.9k +47,920
42 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 93,90093.9k $4.2m $4.2m 0.02% First filing
43 VICUS CAPITAL 0.32% of their portfolio STATE COLLEGE, PA 93,42393.4k $4.2m $4.2m 0.32% Reduced -6.0k -6,005
44 BSW Wealth Partners 0.49% of their portfolio BOULDER, CO 91,11091.1k $4.1m $4.1m 0.49% Reduced -4.2k -4,238
45 Opes Wealth Management LLC 0.68% of their portfolio MENLO PARK, CA 89,15689.2k $4.0m $4.0m 0.68% Added +145 +145
46 Invera Wealth Advisors, LLC 2.47% of their portfolio BEND, OR 86,83886.8k $3.9m $3.9m 2.47% Reduced -4.7k -4,696
47 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 86,77386.8k $3.9m $3.9m 0.02% Reduced -7.8k -7,765
48 rebel Financial LLC 1.66% of their portfolio GROVEPORT, OH 86,24486.2k $3.9m $3.9m 1.66% Added +86.2k +86,244
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 82,31682.3k $3.7m $3.7m 0.00% Added +10.2k +10,237
50 CRUX WEALTH ADVISORS 1.36% of their portfolio LONG BEACH, CA 81,27581.3k $3.7m $3.7m 1.36% Added +863 +863
51 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 80,96881.0k $3.6m $3.6m 0.02% Added +1.8k +1,782
52 Plum Street Advisors, LLC 1.24% of their portfolio NEW ORLEANS, LA 77,53277.5k $3.5m $3.5m 1.24% Added +23.1k +23,090
53 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 73,52173.5k $3.3m $3.3m 0.02% Added +16.7k +16,667
54 CX Institutional 0.09% of their portfolio AUBURN, IN 69,06669.1k $3.1m $3.1m 0.09% Added +10.4k +10,359
55 Legacy Edge Advisors, LLC 0.34% of their portfolio SYOSSET, NY 68,09168.1k $3.1m $3.1m 0.34% Reduced -123 -123
56 Evolution Advisers, Inc. 1.19% of their portfolio RICHMOND, VA 61,17961.2k $2.8m $2.8m 1.19% Reduced -91 -91
57 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 61,07861.1k $2.8m $2.8m 0.02% Reduced -6.4k -6,425
58 Balanced Rock Investment Advisors LLC 1.85% of their portfolio ROSLINDALE, MA 57,68557.7k $2.6m $2.6m 1.85% Reduced -1.3k -1,300
59 One Day In July LLC 0.21% of their portfolio BURLINGTON, VT 55,40155.4k $2.5m $2.5m 0.21% Reduced -7.2k -7,215
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 54,43354.4k $2.5m $2.5m 0.00% Reduced -383 -383
61 LongView Asset Management LLC 1.63% of their portfolio SANTA FE, NM 51,82951.8k $2.3m $2.3m 1.63% Reduced -2.5k -2,526
62 Equita Financial Network, Inc. 0.68% of their portfolio FORT WASHINGTON, PA 49,82249.8k $2.2m $2.2m 0.68% Added +3.8k +3,843
63 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 49,42649.4k $2.2m $2.2m 0.01% Added +375 +375
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 49,39049.4k $2.2m $2.2m 0.00% Added +25.1k +25,118
65 CWM, LLC 0.01% of their portfolio OMAHA, NE 47,57847.6k $2.1m $2.1m 0.01% Reduced -2.6k -2,566
66 CANANDAIGUA NATIONAL BANK & TRUST CO 0.19% of their portfolio CANANDAIGUA, NY 47,45947.5k $2.1m $2.1m 0.19% Added +849 +849
67 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 47,29047.3k $2.1m $2.1m 0.01% Added +15.6k +15,557
68 CGN Advisors LLC 0.17% of their portfolio MANHATTAN, KS 46,75946.8k $2.1m $2.1m 0.17% Reduced -1.5k -1,499
69 BOKF, NA 0.03% of their portfolio TULSA, OK 45,76245.8k $2.1m $2.1m 0.03% Added +1.8k +1,822
70 Gateway Wealth Partners, LLC 0.23% of their portfolio APPLETON, WI 45,75945.8k $2.1m $2.1m 0.23% Added +1.3k +1,322
71 Revolve Wealth Partners, LLC 0.24% of their portfolio Hackensack, NJ 45,68145.7k $2.1m $2.1m 0.24% Added +1.5k +1,506
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 45,59945.6k $2.1m $2.1m 0.00% Added +4.3k +4,315
73 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 45,44545.4k $2.0m $2.0m 0.03% Reduced -145 -145
74 Strategic Point Investment Advisors, LLC 0.28% of their portfolio PROVIDENCE, RI 45,43045.4k $2.0m $2.0m 0.28% Reduced -205 -205
75 Mascoma Wealth Management LLC 0.41% of their portfolio HANOVER, NH 42,20642.2k $1.9m $1.9m 0.41% Added +229 +229
76 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,91840.9k $1.8m $1.8m 0.01% Added +7.2k +7,230
77 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 40,01640.0k $1.8m $1.8m 0.01% Added +2.7k +2,714
78 Falcon Wealth Planning 0.14% of their portfolio Ontario, CA 36,42536.4k $1.6m $1.6m 0.14% Reduced -454 -454
79 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,30736.3k $1.6m $1.6m 0.00% Reduced -15.9k -15,867
80 Sincerus Advisory, LLC 1.31% of their portfolio NEW YORK, NY 36,13936.1k $1.6m $1.6m 1.31% Added +412 +412
81 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 34,14534.1k $1.5m $1.5m 0.02% Reduced -549 -549
82 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 32,96833.0k $1.5m $1.5m 0.00% Added +2.2k +2,245
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 30,91430.9k $1.4m $1.4m 0.00% Added +1.6k +1,571
84 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 29,48829.5k $1.3m $1.3m 0.03% Added +1.4k +1,377
85 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 28,94028.9k $1.3m $1.3m 0.06% Added +321 +321
86 Private Wealth Management Group, LLC 0.34% of their portfolio PRINCETON, NJ 28,28128.3k $1.3m $1.3m 0.34% Added +2.0k +1,974
87 WealthShield Partners, LLC 0.14% of their portfolio CARY, NC 27,85827.9k $1.3m $1.3m 0.14% Added +555 +555
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 27,45627.5k $1.2m $1.2m 0.00% Added +10.5k +10,510
89 Shotwell Rutter Baer Inc 0.76% of their portfolio LANSING, MI 27,24927.2k $1.3m $1.3m 0.76% Reduced -333 -333
90 Addison Advisors LLC 0.27% of their portfolio MIDDLEBURY, VT 27,02427.0k $1.2m $1.2m 0.27% Reduced -2.7k -2,698
91 Curtis Advisory Group, LLC 0.25% of their portfolio SANTA BARBARA, CA 26,74626.7k $1.2m $1.2m 0.25% Unchanged
92 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 25,66925.7k $1.2m $1.2m 0.01% Unchanged
93 Bond & Devick Financial Network, Inc. 0.32% of their portfolio ST. LOUIS PARK, MN 25,39425.4k $1.1m $1.1m 0.32% Reduced -49 -49
94 BAILARD, INC. 0.02% of their portfolio Foster City, CA 24,92624.9k $1.1m $1.1m 0.02% Reduced -770 -770
95 Wescott Financial Advisory Group, LLC 0.10% of their portfolio Philadelphia, PA 24,18324.2k $1.1m $1.1m 0.10% Added +2.6k +2,595
96 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 24,16524.2k $1.1m $1.1m 0.01% Added +215 +215
97 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 22,94822.9k $1.0m $1.0m 0.04% New
98 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 22,92222.9k $1.0m $1.0m 0.02% Added +1.9k +1,907
99 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 20,99021.0k $945.6k $945.6k 0.02% Added +562 +562
100 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 19,67619.7k $886.4k $886.4k 0.01% Added +7.9k +7,934