Vault-13

NUSHARES ETF TR NULV

NUVEEN ESG LRGVL · ETP · CUSIP 67092P300

279 institutional holders +1 vs Q1 2026
36,144,91636.1m shares reported held*
$1.8bnreported value*
28 new 102 added 84 reduced 23 sold out net bought ≈ $61.3m (+1.2m 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 ($238.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.99.

Trends to Q2 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: 278Q2 26: 279279Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026279

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 106 bought or addedQ1 26: 126 cut or sold outQ2 26: 130 bought or addedQ2 26: 107 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411292
Q4 202412489
Q1 2025103125
Q2 2025115108
Q3 202511396
Q4 2025125108
Q1 2026106126
Q2 2026130107

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +450,038+450.0k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Added +259,118+259.1k
JPMORGAN CHASE & CO Added +178,386+178.4k
True Blue Financial, LLC New +126,415+126.4k
EP Wealth Advisors, LLC Added +90,703+90.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +84,731+84.7k
Savant Capital, LLC Added +78,340+78.3k
GOLDMAN SACHS GROUP INC Added +68,870+68.9k
Bank of New York Mellon Corp Added +48,210+48.2k
ENVESTNET ASSET MANAGEMENT INC Added +46,432+46.4k

Biggest sellers

Mariner, LLC Reduced -95,828-95.8k
Corient Private Wealth LP Reduced -74,727-74.7k
Forefront Analytics, LLC Reduced -54,745-54.7k
BANK OF AMERICA CORP /DE/ Reduced -52,443-52.4k
Gateway Wealth Partners, LLC Reduced -37,299-37.3k
Invera Wealth Advisors, LLC Reduced -35,977-36.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -35,964-36.0k
Clarity Asset Management, Inc. Sold out -32,261-32.3k
WealthShield Partners, LLC Sold out -30,229-30.2k
BSW Wealth Partners Reduced -25,015-25.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 11,803,51011.8m $590.1m $590.1m 0.04% Reduced -52.4k -52,443
2 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.87% of their portfolio CHARLOTTE, NC 5,034,6285.0m $251.7m $251.7m 0.87% Added +259.1k +259,118
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,217,8592.2m $111.2m $111.2m 0.01% Added +178.4k +178,386
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,926,6581.9m $96.3m $96.3m 0.02% Added +28.8k +28,839
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,293,5761.3m $64.7m $64.7m 0.00% Added +17.0k +17,045
6 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 1,208,7811.2m $60.4m $60.4m 0.08% Added +84.7k +84,731
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,099,3281.1m $55.0m $55.0m 0.01% Added +46.4k +46,432
8 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 906,670906.7k $45.3m $45.3m 0.05% Added +450.0k +450,038
9 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 576,552576.6k $28.8m $28.8m 0.04% Added +36.0k +35,988
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 531,761531.8k $26.6m $26.6m 0.00% Added +15.1k +15,093
11 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 526,396526.4k $26.3m $26.3m 0.12% Added +20.7k +20,671
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 486,578486.6k $24.3m $24.3m 0.00% Added +48.2k +48,210
13 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% of their portfolio Seattle, WA 402,854402.9k $20.1m $20.1m 0.30% Added +1.4k +1,411
14 EASTERN BANK 0.22% of their portfolio BOSTON, MA 288,102288.1k $14.4m $14.4m 0.22% Added +6.8k +6,847
15 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 253,549253.5k $12.7m $12.7m 0.02% Added +1.4k +1,446
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 245,922245.9k $12.3m $12.3m 0.00% Reduced -5.0k -4,957
17 MISSION WEALTH MANAGEMENT, LP 0.15% of their portfolio Santa Barbara, CA 245,765245.8k $12.3m $12.3m 0.15% Added +29.0k +28,988
18 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 235,925235.9k $11.8m $11.8m 0.05% Added +90.7k +90,703
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 213,367213.4k $10.7m $10.7m 0.00% Reduced -19.0k -18,980
20 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 191,358191.4k $9.6m $9.6m 0.04% Added +7.2k +7,168
21 ST GERMAIN D J CO INC 0.34% of their portfolio SPRINGFIELD, MA 189,725189.7k $9.5m $9.5m 0.34% Added +3.7k +3,663
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 185,205185.2k $9.3m $9.3m 0.01% Added +18.0k +18,041
23 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 164,412164.4k $7.8m $7.8m 0.02% Added +78.3k +78,340
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 159,128159.1k $8.0m $8.0m 0.01% Reduced -14.1k -14,141
25 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 156,438156.4k $7.8m $7.8m 0.01% Added +2.2k +2,195
26 REGATTA CAPITAL GROUP, LLC 1.01% of their portfolio EL SEGUNDO, CA 150,617150.6k $7.5m $7.5m 1.01% Added +2.1k +2,059
27 One Capital Management, LLC 0.18% of their portfolio WESTLAKE VILLAGE, CA 143,041143.0k $6.5m $6.5m 0.18% Added +78 +78
28 Forefront Analytics, LLC 7.65% of their portfolio WEST CONSHOHOCKEN, PA 140,912140.9k $7.0m $7.0m 7.65% Reduced -54.7k -54,745
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 135,118135.1k $6.8m $6.8m 0.01% Reduced -95.8k -95,828
30 FMR LLC 0.00% of their portfolio BOSTON, MA 132,674132.7k $6.6m $6.6m 0.00% Added +5.8k +5,826
31 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 129,431129.4k $6.5m $6.5m 0.01% Added +4.3k +4,308
32 True Blue Financial, LLC 2.67% of their portfolio STEVENSVILLE, MI 126,415126.4k $6.3m $6.3m 2.67% New
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 125,222125.2k $6.3m $6.3m 0.00% Added +3.6k +3,611
34 TIAA TRUST, NATIONAL ASSOCIATION 0.36% of their portfolio CHARLOTTE, NC 120,872120.9k $6.0m $6.0m 0.36% Reduced -1.1k -1,091
35 Wilmington Savings Fund Society, FSB 0.12% of their portfolio WILMINGTON, DE 109,734109.7k $5.5m $5.5m 0.12% Added +1.1k +1,062
36 RWA WEALTH PARTNERS, LLC 0.05% of their portfolio BOSTON, MA 100,126100.1k $5.0m $5.0m 0.05% Reduced -6.9k -6,917
37 STALEY CAPITAL ADVISERS INC 0.19% of their portfolio PITTSBURGH, PA 100,000100.0k $5.0m $5.0m 0.19% Unchanged
38 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 96,78896.8k $4.8m $4.8m 0.01% Added +1.6k +1,613
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 86,68286.7k $4.3m $4.3m 0.00% Added +10.3k +10,262
40 VICUS CAPITAL 0.28% of their portfolio STATE COLLEGE, PA 85,77185.8k $4.3m $4.3m 0.28% Reduced -2.0k -2,047
41 Plum Street Advisors, LLC 1.36% of their portfolio NEW ORLEANS, LA 85,37185.4k $4.3m $4.3m 1.36% Added +7.9k +7,886
42 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 83,53883.5k $4.2m $4.2m 0.04% Reduced -14.8k -14,802
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 82,96083.0k $4.1m $4.1m 0.00% Added +68.9k +68,870
44 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 82,91982.9k $4.1m $4.1m 0.02% Added +446 +446
45 CRUX WEALTH ADVISORS 1.39% of their portfolio LONG BEACH, CA 79,97280.0k $4.0m $4.0m 1.39% Reduced -1.1k -1,099
46 Evolution Advisers, Inc. 1.39% of their portfolio RICHMOND, VA 75,63175.6k $3.8m $3.8m 1.39% Added +15 +15
47 CX Institutional 0.10% of their portfolio AUBURN, IN 72,33172.3k $3.6m $3.6m 0.10% Reduced -1.6k -1,591
48 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 71,63171.6k $3.6m $3.6m 0.02% Added +348 +348
49 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 70,68970.7k $3.5m $3.5m 0.02% Added +23.8k +23,766
50 Legacy Edge Advisors, LLC 0.32% of their portfolio SYOSSET, NY 68,93068.9k $3.4m $3.4m 0.32% Reduced -2.5k -2,511
51 BSW Wealth Partners 0.34% of their portfolio BOULDER, CO 61,42961.4k $3.1m $3.1m 0.34% Reduced -25.0k -25,015
52 Equita Financial Network, Inc. 0.81% of their portfolio FORT WASHINGTON, PA 58,11858.1k $2.9m $2.9m 0.81% Added +5.3k +5,315
53 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 57,90457.9k $2.9m $2.9m 0.02% Reduced -1.5k -1,507
54 Balanced Rock Investment Advisors LLC 1.71% of their portfolio ROSLINDALE, MA 54,96555.0k $2.7m $2.7m 1.71% Reduced -3.1k -3,129
55 One Day In July LLC 0.19% of their portfolio BURLINGTON, VT 54,16454.2k $2.7m $2.7m 0.19% Reduced -711 -711
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 53,94353.9k $2.7m $2.7m 0.00% Added +390 +390
57 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 52,89652.9k $2.6m $2.6m 0.01% Added +3.1k +3,095
58 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 52,44252.4k $2.6m $2.6m 0.03% Added +4.9k +4,935
59 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 51,00651.0k $2.5m $2.5m 0.00% Added +1.3k +1,308
60 BOKF, NA 0.03% of their portfolio TULSA, OK 49,51149.5k $2.5m $2.5m 0.03% Added +3.9k +3,905
61 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 47,11547.1k $2.4m $2.4m 0.02% Added +144 +144
62 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 46,71546.7k $2.3m $2.3m 0.02% Added +24.9k +24,900
63 CGN Advisors LLC 0.17% of their portfolio MANHATTAN, KS 46,09546.1k $2.3m $2.3m 0.17% Reduced -433 -433
64 CANANDAIGUA NATIONAL BANK & TRUST CO 0.19% of their portfolio CANANDAIGUA, NY 46,03146.0k $2.3m $2.3m 0.19% First filing
65 Mascoma Wealth Management LLC 0.42% of their portfolio HANOVER, NH 45,05545.1k $2.3m $2.3m 0.42% Added +2.8k +2,815
66 Strategic Point Investment Advisors, LLC 0.29% of their portfolio PROVIDENCE, RI 44,64544.6k $2.2m $2.2m 0.29% Added +440 +440
67 Revolve Wealth Partners, LLC 0.23% of their portfolio Hackensack, NJ 44,58844.6k $2.2m $2.2m 0.23% Reduced -894 -894
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 43,94943.9k $2.2m $2.2m 0.00% Added +8.0k +8,025
69 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 43,87943.9k $2.2m $2.2m 0.01% Added +2.0k +1,964
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 39,61239.6k $2.0m $2.0m 0.00% Reduced -498 -498
71 Sincerus Advisory, LLC 1.28% of their portfolio NEW YORK, NY 37,58937.6k $1.9m $1.9m 1.28% Reduced -287 -287
72 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 34,91734.9k $1.7m $1.7m 0.07% Added +5.0k +5,050
73 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 34,38634.4k $1.7m $1.7m 0.00% Reduced -74.7k -74,727
74 Ledyard National Bank 0.14% of their portfolio HANOVER, NH 33,72133.7k $1.7m $1.7m 0.14% Added +467 +467
75 Invera Wealth Advisors, LLC 0.89% of their portfolio BEND, OR 33,31833.3k $1.7m $1.7m 0.89% Reduced -36.0k -35,977
76 Falcon Wealth Planning 0.10% of their portfolio Ontario, CA 32,40632.4k $1.6m $1.6m 0.10% Reduced -1.1k -1,104
77 Gateway Wealth Partners, LLC 0.10% of their portfolio APPLETON, WI 32,26232.3k $1.6m $1.6m 0.10% Reduced -37.3k -37,299
78 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,72431.7k $1.6m $1.6m 0.00% Added +2.7k +2,729
79 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 30,41430.4k $1.5m $1.5m 0.02% Reduced -445 -445
80 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 29,67229.7k $1.5m $1.5m 0.01% Added +6.8k +6,793
81 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 27,35427.4k $1.4m $1.4m 0.02% Reduced -62 -62
82 Bond & Devick Financial Network, Inc. 0.33% of their portfolio ST. LOUIS PARK, MN 27,07927.1k $1.4m $1.4m 0.33% Unchanged
83 Curtis Advisory Group, LLC 0.26% of their portfolio SANTA BARBARA, CA 26,52426.5k $1.3m $1.3m 0.26% Reduced -2.0k -2,015
84 Shotwell Rutter Baer Inc 0.73% of their portfolio LANSING, MI 26,47626.5k $1.3m $1.3m 0.73% Added +358 +358
85 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 25,51725.5k $1.3m $1.3m 0.00% Reduced -117 -117
86 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 24,57124.6k $1.2m $1.2m 0.00% Added +10.8k +10,777
87 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 24,55424.6k $1.2m $1.2m 0.01% Reduced -2.0k -1,963
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,52524.5k $1.3m $1.3m 0.00% Added +12.0k +12,014
89 Wescott Financial Advisory Group, LLC 0.09% of their portfolio Philadelphia, PA 24,39524.4k $1.2m $1.2m 0.09% Reduced -23 -23
90 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 24,38324.4k $1.2m $1.2m 0.02% Added +664 +664
91 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 23,28623.3k $1.2m $1.2m 0.01% Reduced -1.4k -1,435
92 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 22,61922.6k $1.1m $1.1m 0.02% New
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,45422.5k $1.1m $1.1m 0.00% Added +5.1k +5,131
94 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,44922.4k $1.1m $1.1m 0.00% New
95 BAILARD, INC. 0.02% of their portfolio Foster City, CA 22,07322.1k $1.1m $1.1m 0.02% Reduced -2.5k -2,496
96 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 21,76121.8k $1.1m $1.1m 0.02% Added +811 +811
97 PFG Investments, LLC 0.04% of their portfolio WOODBURY, NY 21,25921.3k $1.1m $1.1m 0.04% Added +8.7k +8,729
98 WNY Asset Management, LLC 0.09% of their portfolio Williamsville, NY 21,18021.2k $1.1m $1.1m 0.09% Added +379 +379
99 McAdam, LLC 0.04% of their portfolio Philadelphia, PA 20,62220.6k $1.0m $1.0m 0.04% Added +2.7k +2,707
100 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 20,50420.5k $1.0m $1.0m 0.03% Added +145 +145