NUVEEN ESG LARGE-CAP VAL ETF NULV
$50.73
+0.5% 52w: $40.09 – $51.30
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data40.0945.7051.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
278
+3 QoQ
13F value
$1.60B
-2.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NULV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 11.9M | $539.4M | 0.0% | -6.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 4.8M | $217.3M | 0.8% | — |
| JPMORGAN CHASE & CO | Bank broker | 2.0M | $90.9M | 0.0% | +0.6% |
| LPL Financial LLC | Bank broker | 1.9M | $86.4M | 0.0% | +6.0% |
| MORGAN STANLEY | Bank broker | 1.3M | $58.1M | 0.0% | +3.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $51.1M | 0.1% | +11.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $47.9M | 0.0% | +124.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 540.6K | $24.6M | 0.0% | -20.5% |
| UBS Group AG | Bank broker | 516.7K | $23.5M | 0.0% | +1.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 505.7K | $23.0M | 0.1% | +15.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 456.6K | $20.8M | 0.1% | -3.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 438.4K | $19.9M | 0.0% | +27.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 401.4K | $18.3M | 0.3% | -1.9% |
| EASTERN BANK | Other | 281.3K | $12.8M | 0.2% | -2.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 252.1K | $11.5M | 0.0% | +5.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 250.9K | $11.4M | 0.0% | +20.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 232.3K | $10.6M | 0.0% | +2.1% |
| Mariner, LLC | Diversified mechanical | 230.9K | $10.5M | 0.0% | -1.4% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 216.8K | $9.9M | 0.2% | -2.1% |
| Forefront Analytics, LLC | Wealth advisor | 195.7K | $8.9M | 8.1% | +38.4% |
| ST GERMAIN D J CO INC | Other | 186.1K | $8.5M | 0.3% | +3.2% |
| Allworth Financial LP | Wealth advisor | 184.2K | $8.4M | 0.0% | -0.8% |
| HighTower Advisors, LLC | Diversified mechanical | 173.3K | $7.9M | 0.0% | +6.0% |
| Cetera Investment Advisers | Wealth advisor | 167.2K | $7.6M | 0.0% | -11.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 154.2K | $7.0M | 0.0% | +27.6% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 148.6K | $6.8M | 1.0% | +6.7% |
| EP Wealth Advisors, LLC | Wealth advisor | 145.2K | $6.6M | 0.0% | +54.7% |
| One Capital Management, LLC | Wealth advisor | 143.0K | $6.5M | 0.2% | +22.9% |
| FMR LLC | Long only active | 126.8K | $5.8M | 0.0% | +10.3% |
| ASSETMARK, INC | Wealth advisor | 125.1K | $5.7M | 0.0% | +5.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 122.0K | $5.5M | 0.3% | -97.5% |
| ROYAL BANK OF CANADA | Bank broker | 121.6K | $5.5M | 0.0% | -25.9% |
| Corient Private Wealth LLC | Diversified mechanical | 109.1K | $5.0M | 0.0% | -53.4% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 108.7K | $4.9M | 0.1% | +0.1% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 107.0K | $4.9M | 0.1% | +0.3% |
| STALEY CAPITAL ADVISERS INC | Other | 100.0K | $4.5M | 0.2% | Held |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 98.3K | $4.5M | 0.0% | -51.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 95.2K | $4.3M | 0.0% | -10.7% |
| Opes Wealth Management LLC | Wealth advisor | 90.4K | $4.1M | 0.7% | +1.4% |
| rebel Financial LLC | Wealth advisor | 89.3K | $4.1M | 1.8% | +3.6% |
| VICUS CAPITAL | Wealth advisor | 87.8K | $4.0M | 0.3% | -6.0% |
| BSW Wealth Partners | Wealth advisor | 86.4K | $3.9M | 0.5% | -5.1% |
| Savant Capital, LLC | Wealth advisor | 86.1K | $3.9M | 0.0% | -0.8% |
| Cresset Asset Management, LLC | Wealth advisor | 82.5K | $3.8M | 0.0% | +1.9% |
| CRUX WEALTH ADVISORS | Wealth advisor | 81.1K | $3.7M | 1.4% | -0.3% |
| Plum Street Advisors, LLC | Wealth advisor | 77.5K | $3.5M | 1.2% | -0.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 76.4K | $3.5M | 0.0% | +67.6% |
| Evolution Advisers, Inc. | Wealth advisor | 75.6K | $3.4M | 1.4% | +23.6% |
| CX Institutional | Wealth advisor | 73.9K | $3.4M | 0.1% | +7.0% |
| Legacy Edge Advisors, LLC | Wealth advisor | 71.4K | $3.3M | 0.3% | +4.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.