NULV NUVEEN ESG LARGE-CAP VALUE ETF
common
CUSIP: 67092P300
FIGI: BBG00FJ5H9S6
Institutional Holders281
Total Institutional Value$1,590,705,932
Total Shares Held35,978,164
Avg Position$5,660,875
Top 5 Holders %63.9%
Alpha-Weighted Score63.9
New Positions+17
Exited Positions-12
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $570,102,391 (35.8%) | 12,654,881 | -52.6% |
| TIAA TRUST, NATIONAL ASSOCIATION | High Conviction | Moderate Flow | $219,308,085 (13.8%) | 4,868,104 | 7.1% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $91,326,105 (5.7%) | 2,027,216 | -48.8% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $80,620,545 (5.1%) | 1,789,579 | 29.6% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $55,539,667 (3.5%) | 1,232,845 | 5.5% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $45,285,333 (2.8%) | 1,005,224 | 134,441.5% |
| MERCER GLOBAL ADVISORS INC /ADV | High Conviction | Significant Flow | $36,852,234 (2.3%) | 679,923 | 26.3% |
| UBS Group AG | Moderate Conviction | Market Mover | $23,028,884 (1.4%) | 511,185 | - |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $21,152,554 (1.3%) | 469,535 | -24.4% |
| BEACON POINTE ADVISORS, LLC | High Conviction | Significant Flow | $19,800,603 (1.2%) | 439,525 | 15.3% |
| EMPIRICAL FINANCIAL SERVICES, LLC | High Conviction | Moderate Flow | $18,436,563 (1.2%) | 409,247 | 4.5% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | High Conviction | Moderate Flow | $16,948,068 (1.1%) | 376,206 | 2.6% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $15,481,082 (1.0%) | 343,642 | 91.2% |
| EASTERN BANK | High Conviction | Moderate Flow | $13,049,695 (0.8%) | 289,671 | - |
| O'BRIEN WEALTH PARTNERS LLC | Elite Conviction | Minimal Flow | $12,171,511 (0.8%) | 270,178 | 3.5% |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $10,726,788 (0.7%) | 238,109 | 14.2% |
| MARINER, LLC | High Conviction | Market Mover | $10,554,633 (0.7%) | 234,287 | 2.6% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $10,242,079 (0.6%) | 227,504 | - |
| MISSION WEALTH MANAGEMENT, LP | High Conviction | Moderate Flow | $9,972,340 (0.6%) | 221,362 | 7.3% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $9,358,710 (0.6%) | 207,740 | 2.5% |
| FUND EVALUATION GROUP, LLC | Elite Conviction | Low Flow | $9,259,321 (0.6%) | 205,534 | - |
| VESTMARK ADVISORY SOLUTIONS, INC. | High Conviction | Moderate Flow | $9,065,321 (0.6%) | 201,228 | -5.9% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $8,525,767 (0.5%) | 189,251 | 13.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Moderate Conviction | Significant Flow | $8,377,758 (0.5%) | 44,611 | 551.5% |
| ST GERMAIN D J CO INC | High Conviction | Low Flow | $8,123,686 (0.5%) | 180,326 | 33.4% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $7,397,000 (0.5%) | 164,201 | -49.1% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $7,360,591 (0.5%) | 163,387 | 3.5% |
| FOREFRONT ANALYTICS, LLC | Elite Conviction | Minimal Flow | $6,369,103 (0.4%) | 141,379 | -41.4% |
| REGATTA CAPITAL GROUP, LLC | High Conviction | Low Flow | $6,273,899 (0.4%) | 139,265 | 2.5% |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC | High Conviction | Significant Flow | $5,370,185 (0.3%) | 119,205 | - |
| ONE CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $5,239,945 (0.3%) | 116,314 | 108.6% |
| FMR LLC | High Conviction | Market Mover | $5,182,633 (0.3%) | 115,042 | 20.0% |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $5,177,353 (0.3%) | 114,921 | -53.2% |
| CLARITY ASSET MANAGEMENT, INC. | High Conviction | Minimal Flow | $4,914,335 (0.3%) | 109,086 | 4.8% |
| BRYN MAWR TRUST CO | High Conviction | Moderate Flow | $4,890,853 (0.3%) | 108,565 | -35.0% |
| RWA WEALTH PARTNERS, LLC | High Conviction | Moderate Flow | $4,807,813 (0.3%) | 106,722 | -12.1% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $4,801,336 (0.3%) | 106,578 | - |
| STALEY CAPITAL ADVISERS INC | High Conviction | Low Flow | $4,505,000 (0.3%) | 100,000 | 2.8% |
| VICUS CAPITAL | High Conviction | Low Flow | $4,208,718 (0.3%) | 93,423 | -3.4% |
| BSW WEALTH PARTNERS | High Conviction | Low Flow | $4,104,506 (0.3%) | 91,110 | - |
| OPES WEALTH MANAGEMENT LLC | High Conviction | Minimal Flow | $4,016,478 (0.3%) | 89,156 | 3.0% |
| INVERA WEALTH ADVISORS, LLC | High Conviction | Minimal Flow | $3,912,052 (0.2%) | 86,838 | -66.8% |
| SAVANT CAPITAL, LLC | High Conviction | Moderate Flow | $3,909,140 (0.2%) | 86,773 | -5.7% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $3,708,336 (0.2%) | 82,316 | 17.4% |
| CRUX WEALTH ADVISORS (CIK 0002054270) | High Conviction | Minimal Flow | $3,661,439 (0.2%) | 81,275 | 3.9% |
| CRESSET ASSET MANAGEMENT, LLC | High Conviction | Significant Flow | $3,647,608 (0.2%) | 80,968 | -47.5% |
| Plum Street Advisors, LLC | High Conviction | Minimal Flow | $3,492,817 (0.2%) | 77,532 | 46.4% |
| Equitable Holdings, Inc. | High Conviction | Moderate Flow | $3,312,121 (0.2%) | 73,521 | 32.9% |
| BALANCED ROCK INVESTMENT ADVISORS LLC | High Conviction | Minimal Flow | $2,598,709 (0.2%) | 57,685 | - |
| ONE DAY IN JULY LLC | High Conviction | Low Flow | $2,495,815 (0.2%) | 55,401 | -9.1% |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $2,452,208 (0.2%) | 54,433 | 2.1% |
| LongView Asset Management LLC | High Conviction | Minimal Flow | $2,334,885 (0.1%) | 51,829 | - |
| EQUITA FINANCIAL NETWORK, INC. | High Conviction | Minimal Flow | $2,244,460 (0.1%) | 49,822 | 11.4% |
| PRIVATE ADVISOR GROUP, LLC | High Conviction | Significant Flow | $2,226,659 (0.1%) | 49,426 | 3.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $2,225,020 (0.1%) | 49,390 | 109.2% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | High Conviction | Low Flow | $2,138,028 (0.1%) | 47,459 | 4.7% |
| WILEY BROS.-AINTREE CAPITAL, LLC | High Conviction | Significant Flow | $2,130,399 (0.1%) | 47,290 | 53.2% |
| GARRETT INVESTMENT ADVISORS LLC | High Conviction | Low Flow | $2,106,493 (0.1%) | 46,759 | - |
| BOKF, NA | High Conviction | Moderate Flow | $2,061,578 (0.1%) | 45,762 | 7.1% |
| GATEWAY WEALTH PARTNERS, LLC | High Conviction | Low Flow | $2,061,444 (0.1%) | 45,759 | 5.9% |
| REVOLVE WEALTH PARTNERS, LLC | High Conviction | Minimal Flow | $2,057,950 (0.1%) | 45,681 | 6.3% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $2,054,243 (0.1%) | 45,599 | 13.5% |
| OPPENHEIMER ASSET MANAGEMENT INC | Moderate Conviction | Moderate Flow | $2,047,297 (0.1%) | 45,445 | 2.5% |
| MASCOMA WEALTH MANAGEMENT LLC | High Conviction | Minimal Flow | $1,901,380 (0.1%) | 42,206 | 3.4% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $1,843,339 (0.1%) | 40,918 | 24.9% |
| MERIT FINANCIAL GROUP, LLC | High Conviction | Significant Flow | $1,802,717 (0.1%) | 40,016 | -44.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $1,755,868 (0.1%) | 38,976 | 118.1% |
| FALCON WEALTH PLANNING | High Conviction | Low Flow | $1,640,945 (0.1%) | 36,425 | - |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $1,636,125 (0.1%) | 36,307 | -66.6% |
| Sincerus Advisory, LLC | High Conviction | Minimal Flow | $1,628,084 (0.1%) | 36,139 | 4.0% |
| UMB BANK, N.A. | High Conviction | Moderate Flow | $1,538,232 (0.1%) | 34,145 | - |
| COLONY GROUP, LLC | High Conviction | Significant Flow | $1,485,234 (0.1%) | 32,968 | 10.3% |
| JOURNEY STRATEGIC WEALTH LLC | High Conviction | Moderate Flow | $1,328,434 (0.1%) | 29,488 | 7.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | High Conviction | Moderate Flow | $1,303,731 (0.1%) | 28,940 | 3.9% |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | High Conviction | Low Flow | $1,274,060 (0.1%) | 28,281 | 10.5% |
| SHOTWELL RUTTER BAER INC | High Conviction | Minimal Flow | $1,260,266 (0.1%) | 27,249 | 4.2% |
| WEALTHSHIELD PARTNERS, LLC | High Conviction | Low Flow | $1,255,003 (0.1%) | 27,858 | 4.9% |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $1,236,893 (0.1%) | 27,456 | 66.5% |
| ADDISON ADVISORS LLC | High Conviction | Low Flow | $1,217,432 (0.1%) | 27,024 | -6.5% |
| CURTIS ADVISORY GROUP, LLC | High Conviction | Minimal Flow | $1,204,907 (0.1%) | 26,746 | 2.8% |
| RSM US WEALTH MANAGEMENT LLC | High Conviction | Moderate Flow | $1,165,629 (0.1%) | 25,669 | 3.6% |
| BOND & DEVICK FINANCIAL NETWORK, INC. | Elite Conviction | Minimal Flow | $1,143,998 (0.1%) | 25,394 | 2.6% |
| BAILARD, INC. | High Conviction | Moderate Flow | $1,122,916 (0.1%) | 24,926 | - |
| WESCOTT FINANCIAL ADVISORY GROUP, LLC | High Conviction | Low Flow | $1,089,483 (0.1%) | 24,183 | 15.2% |
| COMMERCE BANK | High Conviction | Significant Flow | $1,088,633 (0.1%) | 24,165 | 3.7% |
| BELPOINTE ASSET MANAGEMENT LLC | High Conviction | Moderate Flow | $1,033,807 (0.1%) | 22,948 | NEW |
| HARBOUR INVESTMENTS, INC. | High Conviction | Moderate Flow | $1,032,649 (0.1%) | 22,922 | 12.1% |
| MODERN WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $945,581 (0.1%) | 20,990 | -46.0% |
| FARTHER FINANCE ADVISORS, LLC | High Conviction | Significant Flow | $886,426 (0.1%) | 19,676 | 72.3% |
| BlueStem Wealth Partners, LLC | High Conviction | Low Flow | $885,521 (0.1%) | 19,656 | -3.0% |
| DIVERSIFIED PORTFOLIOS, INC. | High Conviction | Low Flow | $865,230 (0.1%) | 19,206 | - |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | Elite Conviction | Low Flow | $864,284 (0.1%) | 19,185 | -6.1% |
| SUMMIT INVESTMENT ADVISORS, INC. | Moderate Conviction | Moderate Flow | $860,613 (0.1%) | 19,104 | 8.3% |
| LAUREL WEALTH PLANNING LLC | High Conviction | Minimal Flow | $852,166 (0.1%) | 18,916 | -6.5% |
| NORTHROCK PARTNERS, LLC | High Conviction | Moderate Flow | $850,175 (0.1%) | 18,871 | -48.2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | High Conviction | Low Flow | $844,553 (0.1%) | 18,747 | - |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $840,375 (0.1%) | 18,617 | 24.6% |
| RFG ADVISORY, LLC | High Conviction | Moderate Flow | $827,419 (0.1%) | 18,367 | NEW |
| XY PLANNING NETWORK, INC. | High Conviction | Low Flow | $815,259 (0.1%) | 18,096 | 64.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | High Conviction | Moderate Flow | $808,636 (0.1%) | 17,950 | 2.8% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 273 | $1.59B | 35,978,164 | $44.21 |
| Q3 25 | 247 | $2.21B | 51,872,519 | $42.51 |
| Q2 25 | 251 | $1.42B | 35,867,554 | $39.55 |
| Q1 25 | 252 | $1.38B | 37,053,241 | $37.18 |
| Q4 24 | 248 | $1.85B | 38,638,453 | $47.87 |
| Q3 24 | 239 | $1.55B | 40,334,048 | $38.50 |
| Q2 24 | 233 | $1.40B | 40,429,925 | $34.62 |
| Q1 24 | 225 | $1.42B | 39,970,514 | $35.44 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.