Vault-13

NUSHARES ETF TR NULV

NUVEEN ESG LRGVL · ETP · CUSIP 67092P300

278 institutional holders +3 vs Q4 2025
35,196,96835.2m shares reported held*
$1.6bnreported value*
16 new 90 added 111 reduced 15 sold out net sold ≈ $246.9m (-5.4m 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 ($216.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.45.

Trends to Q1 2026

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: 275Q1 26: 278278Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026278

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 115 bought or addedQ2 25: 108 cut or sold outQ3 25: 113 bought or addedQ3 25: 96 cut or sold outQ3 25Q4 25: 125 bought or addedQ4 25: 108 cut or sold outQ1 26: 106 bought or addedQ1 26: 126 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024108102
Q3 202411292
Q4 202412489
Q1 2025103125
Q2 2025115108
Q3 202511396
Q4 2025125108
Q1 2026106126

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +583,361+583.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +118,826+118.8k
LPL Financial LLC Added +108,240+108.2k
Bank of New York Mellon Corp Added +94,726+94.7k
Beacon Pointe Advisors, LLC Added +66,200+66.2k
Forefront Analytics, LLC Added +54,278+54.3k
EP Wealth Advisors, LLC Added +51,322+51.3k
BARTLETT & CO. WEALTH MANAGEMENT LLC New +47,507+47.5k
MORGAN STANLEY Added +43,686+43.7k
RAYMOND JAMES FINANCIAL INC Added +43,139+43.1k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -4,746,141-4.7m
BANK OF AMERICA CORP /DE/ Reduced -798,928-798.9k
Envestnet Portfolio Solutions, Inc. Reduced -371,536-371.5k
Fund Evaluation Group, LLC Sold out -205,534-205.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -139,359-139.4k
Corient Private Wealth LP Reduced -125,052-125.1k
Vestmark Advisory Solutions, Inc. Reduced -102,888-102.9k
Clarity Asset Management, Inc. Reduced -76,825-76.8k
GOLDMAN SACHS GROUP INC Reduced -68,226-68.2k
HSBC HOLDINGS PLC Reduced -49,222-49.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 11,855,95311.9m $539.4m $539.4m 0.04% Reduced -798.9k -798,928
2 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.84% of their portfolio CHARLOTTE, NC 4,775,5104.8m $217.3m $217.3m 0.84% First filing
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,039,4732.0m $90.9m $90.9m 0.01% Added +12.3k +12,257
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,897,8191.9m $86.4m $86.4m 0.02% Added +108.2k +108,240
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,276,5311.3m $58.1m $58.1m 0.00% Added +43.7k +43,686
6 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,124,0501.1m $51.1m $51.1m 0.07% Added +118.8k +118,826
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,052,8961.1m $47.9m $47.9m 0.01% Added +583.4k +583,361
8 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 540,564540.6k $24.6m $24.6m 0.04% Reduced -139.4k -139,359
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 516,668516.7k $23.5m $23.5m 0.00% Added +5.5k +5,483
10 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 505,725505.7k $23.0m $23.0m 0.12% Added +66.2k +66,200
11 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 456,632456.6k $20.8m $20.8m 0.05% Reduced -15.0k -14,956
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 438,368438.4k $19.9m $19.9m 0.00% Added +94.7k +94,726
13 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% of their portfolio Seattle, WA 401,443401.4k $18.3m $18.3m 0.32% Reduced -7.8k -7,804
14 EASTERN BANK 0.22% of their portfolio BOSTON, MA 281,255281.3k $12.8m $12.8m 0.22% Reduced -8.4k -8,416
15 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 252,103252.1k $11.5m $11.5m 0.02% Added +14.0k +13,994
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 250,879250.9k $11.4m $11.4m 0.00% Added +43.1k +43,139
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 232,347232.3k $10.6m $10.6m 0.00% Added +4.8k +4,843
18 Mariner, LLC 0.01% of their portfolio Overland Park, KS 230,946230.9k $10.5m $10.5m 0.01% Reduced -3.3k -3,341
19 MISSION WEALTH MANAGEMENT, LP 0.21% of their portfolio Santa Barbara, CA 216,777216.8k $9.9m $9.9m 0.21% Reduced -4.6k -4,585
20 Forefront Analytics, LLC 8.10% of their portfolio WEST CONSHOHOCKEN, PA 195,657195.7k $8.9m $8.9m 8.10% Added +54.3k +54,278
21 ST GERMAIN D J CO INC 0.34% of their portfolio SPRINGFIELD, MA 186,062186.1k $8.5m $8.5m 0.34% Added +5.7k +5,736
22 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 184,190184.2k $8.4m $8.4m 0.03% Reduced -1.5k -1,519
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 173,269173.3k $7.9m $7.9m 0.01% Added +9.9k +9,882
24 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 167,164167.2k $7.6m $7.6m 0.01% Reduced -22.1k -22,087
25 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 154,243154.2k $7.0m $7.0m 0.01% Added +33.3k +33,347
26 REGATTA CAPITAL GROUP, LLC 1.02% of their portfolio EL SEGUNDO, CA 148,558148.6k $6.8m $6.8m 1.02% Added +9.3k +9,293
27 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 145,222145.2k $6.6m $6.6m 0.03% Added +51.3k +51,322
28 One Capital Management, LLC 0.18% of their portfolio WESTLAKE VILLAGE, CA 142,963143.0k $6.5m $6.5m 0.18% Added +26.6k +26,649
29 FMR LLC 0.00% of their portfolio BOSTON, MA 126,848126.8k $5.8m $5.8m 0.00% Added +11.8k +11,806
30 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 125,123125.1k $5.7m $5.7m 0.01% Added +5.9k +5,918
31 TIAA TRUST, NATIONAL ASSOCIATION 0.34% of their portfolio CHARLOTTE, NC 121,963122.0k $5.5m $5.5m 0.34% Reduced -4.7m -4,746,141
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 121,611121.6k $5.5m $5.5m 0.00% Reduced -42.6k -42,590
33 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 109,113109.1k $5.0m $5.0m 0.01% Reduced -125.1k -125,052
34 Wilmington Savings Fund Society, FSB 0.12% of their portfolio WILMINGTON, DE 108,672108.7k $4.9m $4.9m 0.12% Added +107 +107
35 RWA WEALTH PARTNERS, LLC 0.05% of their portfolio BOSTON, MA 107,043107.0k $4.9m $4.9m 0.05% Added +321 +321
36 STALEY CAPITAL ADVISERS INC 0.19% of their portfolio PITTSBURGH, PA 100,000100.0k $4.5m $4.5m 0.19% Unchanged
37 Vestmark Advisory Solutions, Inc. 0.05% of their portfolio Wakefield, MA 98,34098.3k $4.5m $4.5m 0.05% Reduced -102.9k -102,888
38 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 95,17595.2k $4.3m $4.3m 0.02% Reduced -11.4k -11,403
39 Opes Wealth Management LLC 0.70% of their portfolio MENLO PARK, CA 90,38690.4k $4.1m $4.1m 0.70% Added +1.2k +1,230
40 rebel Financial LLC 1.76% of their portfolio GROVEPORT, OH 89,31689.3k $4.1m $4.1m 1.76% Added +3.1k +3,072
41 VICUS CAPITAL 0.29% of their portfolio STATE COLLEGE, PA 87,81887.8k $4.0m $4.0m 0.29% Reduced -5.6k -5,605
42 BSW Wealth Partners 0.48% of their portfolio BOULDER, CO 86,44486.4k $3.9m $3.9m 0.48% Reduced -4.7k -4,666
43 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 86,07286.1k $3.9m $3.9m 0.02% Reduced -701 -701
44 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 82,47382.5k $3.8m $3.8m 0.02% Added +1.5k +1,505
45 CRUX WEALTH ADVISORS 1.42% of their portfolio LONG BEACH, CA 81,07181.1k $3.7m $3.7m 1.42% Reduced -204 -204
46 Plum Street Advisors, LLC 1.22% of their portfolio NEW ORLEANS, LA 77,48577.5k $3.5m $3.5m 1.22% Reduced -47 -47
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 76,42076.4k $3.5m $3.5m 0.00% Added +30.8k +30,821
48 Evolution Advisers, Inc. 1.45% of their portfolio RICHMOND, VA 75,61675.6k $3.4m $3.4m 1.45% Added +14.4k +14,437
49 CX Institutional 0.10% of their portfolio AUBURN, IN 73,92273.9k $3.4m $3.4m 0.10% Added +4.9k +4,856
50 Legacy Edge Advisors, LLC 0.34% of their portfolio SYOSSET, NY 71,44171.4k $3.3m $3.3m 0.34% Added +3.4k +3,350
51 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 71,28371.3k $3.2m $3.2m 0.02% Reduced -2.2k -2,238
52 Gateway Wealth Partners, LLC 0.12% of their portfolio APPLETON, WI 69,56169.6k $3.2m $3.2m 0.12% Added +23.8k +23,802
53 Invera Wealth Advisors, LLC 2.02% of their portfolio BEND, OR 69,29569.3k $3.2m $3.2m 2.02% Reduced -17.5k -17,543
54 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 59,41159.4k $2.7m $2.7m 0.02% Reduced -1.7k -1,667
55 Balanced Rock Investment Advisors LLC 1.85% of their portfolio ROSLINDALE, MA 58,09458.1k $2.6m $2.6m 1.85% Added +409 +409
56 One Day In July LLC 0.20% of their portfolio BURLINGTON, VT 54,87554.9k $2.5m $2.5m 0.20% Reduced -526 -526
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 53,55353.6k $2.4m $2.4m 0.00% Reduced -880 -880
58 Equita Financial Network, Inc. 0.76% of their portfolio FORT WASHINGTON, PA 52,80352.8k $2.4m $2.4m 0.76% Added +3.0k +2,981
59 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 49,80149.8k $2.3m $2.3m 0.01% Added +2.5k +2,511
60 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 49,69849.7k $2.3m $2.3m 0.00% Reduced -49.2k -49,222
61 CWM, LLC 0.01% of their portfolio OMAHA, NE 47,83047.8k $2.2m $2.2m 0.01% Added +252 +252
62 CANANDAIGUA NATIONAL CORP 0.19% of their portfolio CANANDAIGUA, NY 47,60047.6k $2.2m $2.2m 0.19% First filing
63 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 47,50747.5k $2.4m $2.4m 0.03% New
64 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 46,97147.0k $2.1m $2.1m 0.02% Added +1.5k +1,526
65 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 46,92346.9k $2.1m $2.1m 0.01% Reduced -2.5k -2,503
66 CGN Advisors LLC 0.17% of their portfolio MANHATTAN, KS 46,52846.5k $2.1m $2.1m 0.17% Reduced -231 -231
67 BOKF, NA 0.03% of their portfolio TULSA, OK 45,60645.6k $2.1m $2.1m 0.03% Reduced -156 -156
68 Revolve Wealth Partners, LLC 0.27% of their portfolio Hackensack, NJ 45,48245.5k $2.1m $2.1m 0.27% Reduced -199 -199
69 Strategic Point Investment Advisors, LLC 0.29% of their portfolio PROVIDENCE, RI 44,20544.2k $2.0m $2.0m 0.29% Reduced -1.2k -1,225
70 Mascoma Wealth Management LLC 0.40% of their portfolio HANOVER, NH 42,24042.2k $1.9m $1.9m 0.40% Added +34 +34
71 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 41,91541.9k $1.9m $1.9m 0.01% Added +997 +997
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 40,11040.1k $1.8m $1.8m 0.00% Added +9.2k +9,196
73 Sincerus Advisory, LLC 1.31% of their portfolio NEW YORK, NY 37,87637.9k $1.7m $1.7m 1.31% Added +1.7k +1,737
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,96436.0k $1.6m $1.6m 0.00% Reduced -13.4k -13,426
75 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,92435.9k $1.6m $1.6m 0.00% Reduced -383 -383
76 Falcon Wealth Planning 0.10% of their portfolio Ontario, CA 33,51033.5k $1.5m $1.5m 0.10% Reduced -2.9k -2,915
77 Ledyard National Bank 0.13% of their portfolio HANOVER, NH 33,25433.3k $1.5m $1.5m 0.13% New
78 Clarity Asset Management, Inc. 0.74% of their portfolio AMES, IA 32,26132.3k $1.5m $1.5m 0.74% Reduced -76.8k -76,825
79 Addison Advisors LLC 0.32% of their portfolio MIDDLEBURY, VT 32,08732.1k $1.5m $1.5m 0.32% Added +5.1k +5,063
80 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 30,85930.9k $1.4m $1.4m 0.02% Reduced -3.3k -3,286
81 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 30,39930.4k $1.4m $1.4m 0.03% Added +911 +911
82 WealthShield Partners, LLC 0.15% of their portfolio CARY, NC 30,22930.2k $1.4m $1.4m 0.15% Added +2.4k +2,371
83 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 29,86729.9k $1.4m $1.4m 0.06% Added +927 +927
84 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,99529.0k $1.3m $1.3m 0.00% Added +1.5k +1,539
85 Private Wealth Management Group, LLC 0.35% of their portfolio PRINCETON, NJ 28,97129.0k $1.3m $1.3m 0.35% Added +690 +690
86 Curtis Advisory Group, LLC 0.28% of their portfolio SANTA BARBARA, CA 28,53928.5k $1.3m $1.3m 0.28% Added +1.8k +1,793
87 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 27,41627.4k $1.2m $1.2m 0.02% Added +1.7k +1,747
88 Bond & Devick Financial Network, Inc. 0.34% of their portfolio ST. LOUIS PARK, MN 27,07927.1k $1.2m $1.2m 0.34% Added +1.7k +1,685
89 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 26,51726.5k $1.2m $1.2m 0.01% Reduced -13.5k -13,499
90 Shotwell Rutter Baer Inc 0.70% of their portfolio LANSING, MI 26,11826.1k $1.2m $1.2m 0.70% Reduced -1.1k -1,131
91 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 25,63425.6k $1.2m $1.2m 0.00% Reduced -7.3k -7,334
92 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 24,72124.7k $1.1m $1.1m 0.01% Added +556 +556
93 BAILARD, INC. 0.03% of their portfolio Foster City, CA 24,56924.6k $1.1m $1.1m 0.03% Reduced -357 -357
94 Wescott Financial Advisory Group, LLC 0.10% of their portfolio Philadelphia, PA 24,41824.4k $1.1m $1.1m 0.10% Added +235 +235
95 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 23,71923.7k $1.1m $1.1m 0.02% Added +797 +797
96 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 22,87922.9k $1.0m $1.0m 0.01% Added +6.2k +6,169
97 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 21,81521.8k $1.0m $1.0m 0.01% Added +2.1k +2,139
98 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 20,95020.9k $953.2k $953.2k 0.02% Added +2.2k +2,203
99 WNY Asset Management, LLC 0.10% of their portfolio Williamsville, NY 20,80120.8k $946.4k $946.4k 0.10% First filing
100 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 20,76220.8k $944.7k $944.7k 0.03% Added +6.7k +6,717