NUVEEN ESG LARGE-CAP VAL ETF (NULV) Institutional Ownership Changes & 13F Activity
NUVEEN ESG LARGE-CAP VAL ETF (NULV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Corient Private Wealth Llc, Goldman Sachs Group Inc, Bank Of America Corp, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +1,014 | +4.4% | 23,893 | $1.19M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -74,727 | -68.5% | 34,386 | $1.72M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +35,988 | +6.7% | 576,552 | $28.82M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20,671 | +4.1% | 526,396 | $26.31M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +20 | +0.8% | 2,627 | $131.32K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +21,180 | — | 21,180 | $1.06M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +5,715 | — | 5,715 | $285.69K | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -3,129 | -5.4% | 54,965 | $2.75M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +348 | +0.5% | 71,631 | $3.58M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +213,367 | — | 213,367 | $10.67M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +68,870 | +488.8% | 82,960 | $4.15M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -52,443 | -0.4% | 11,803,510 | $590.06M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +22,449 | — | 22,449 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -14,802 | -15.1% | 83,538 | $4.18M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +10,777 | +78.1% | 24,571 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +10,262 | +13.4% | 86,682 | $4.33M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,025 | +22.3% | 43,949 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -4,957 | -2.0% | 245,922 | $12.29M | Q2 2026 | Aug 14, 2026 |
| Aire Advisors, Llc | Buy | +4,355 | — | 4,355 | $217.71K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +4,166 | — | 4,166 | $208.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,611 | +3.0% | 125,222 | $6.26M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +3,095 | +6.2% | 52,896 | $2.64M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +3,021 | +23.9% | 15,683 | $783.98K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +2,239 | +13.1% | 19,293 | $964.44K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +2,195 | +1.4% | 156,438 | $7.82M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,680 | — | 1,680 | $83.97K | Q2 2026 | Aug 14, 2026 |
| Abound Financial, Llc | Buy | +1,420 | +12.0% | 13,256 | $662.67K | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +1,308 | +2.6% | 51,006 | $2.55M | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors Llc | Sell | -1,078 | -5.4% | 18,830 | $941.31K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +1,047 | +17.9% | 6,885 | $344.18K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about NULV activity
Which institutional owners are buying NULV?
Institutional owners buying NULV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NULV activity?
"Buy" means an investor increased their reported position in NULV compared to the prior reporting period. This reflects growing exposure to NUVEEN ESG LARGE-CAP VAL ETF (NULV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NULV increasing?
Institutional interest in NULV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.