NUVEEN ESG LARGE-CAP VAL ETF (NULV) Institutional Shareholders

NUVEEN ESG LARGE-CAP VAL ETF (NULV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.48B in NULV holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of NULV tracked by InsiderSet, reporting ownership valued at approximately $539.45M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $614.26M, representing an estimated gain of +13.87% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed NULV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Tiaa-Cref Individual & Institutional Services, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in NUVEEN ESG LARGE-CAP VAL ETF (NULV).

This page ranks the largest institutional NULV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

276

Total Reported Value

$1.48B

Largest Holder

Bank Of America Corp

Largest Position

$539.45M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

31

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.04%11,855,953$539,445,858$614,256,925+$74,811,067+13.87%
Tiaa-Cref Individual & Institutional Services, Llc0.84%4,775,510$217,285,688$247,419,173+$30,133,485+13.87%
Lpl Financial Llc0.02%1,897,819$86,350,776$98,326,002+$11,975,226+13.87%
Morgan Stanley0.00%1,276,531$58,082,193$66,137,071+$8,054,878+13.87%
Commonwealth Equity Services, Llc0.07%1,124,050$51,144,260$58,237,031+$7,092,771+13.87%
Envestnet Asset Management Inc0.01%1,052,896$47,906,751$54,550,542+$6,643,791+13.87%
Mercer Global Advisors Inc0.04%540,564$24,595,670$28,006,621+$3,410,951+13.87%
Ubs Group Ag0.00%516,668$23,508,395$26,768,569+$3,260,174+13.87%
Beacon Pointe Advisors, Llc0.12%505,725$23,010,498$26,201,612+$3,191,114+13.87%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management0.30%402,854$20,138,691$20,871,866+$733,175+3.64%
Bank Of New York Mellon Corp0.00%438,368$19,945,762$22,711,846+$2,766,084+13.87%
Eastern Bank0.22%288,102$14,402,237$14,926,565+$524,328+3.64%
Mission Wealth Management, Lp0.15%245,765$12,285,779$12,733,085+$447,306+3.64%
Captrust Financial Advisors0.02%252,103$11,468,391$13,061,456+$1,593,065+13.89%
Raymond James Financial Inc0.00%250,879$11,415,010$12,998,041+$1,583,031+13.87%
Ameriprise Financial Inc0.00%232,347$10,577,142$12,037,898+$1,460,756+13.81%
Mariner, Llc0.01%230,946$10,508,040$11,965,312+$1,457,272+13.87%
St Germain D J Co Inc0.34%189,725$9,484,353$9,829,652+$345,299+3.64%
Forefront Analytics, Llc8.10%195,657$8,902,372$10,136,989+$1,234,617+13.87%
Allworth Financial Lp0.03%184,190$8,380,634$9,542,884+$1,162,250+13.87%
Hightower Advisors, Llc0.01%173,269$7,883,701$8,977,067+$1,093,366+13.87%
Cetera Investment Advisers0.01%167,164$7,605,972$8,660,767+$1,054,795+13.87%
Regatta Capital Group, Llc1.02%148,558$6,759,371$7,696,790+$937,419+13.87%
Ep Wealth Advisors, Llc0.03%145,222$6,607,613$7,523,952+$916,339+13.87%
One Capital Management, Llc0.18%142,963$6,504,816$7,406,913+$902,097+13.87%
True Blue Financial, Llc2.67%126,415$6,319,486$6,549,561+$230,075+3.64%
Fmr Llc0.00%126,848$5,771,602$6,571,995+$800,393+13.87%
Assetmark, Inc0.01%125,123$5,693,097$6,482,623+$789,526+13.87%
Tiaa Trust, National Association0.34%121,963$5,549,316$6,318,903+$769,587+13.87%
Royal Bank Of Canada0.00%121,611$5,533,000$6,300,666+$767,666+13.87%
Corient Private Wealth Llc0.01%109,113$4,961,690$5,653,145+$691,455+13.94%
Wilmington Savings Fund Society, Fsb0.12%108,672$4,944,576$5,630,296+$685,720+13.87%
Rwa Wealth Partners, Llc0.05%107,043$4,870,447$5,545,898+$675,451+13.87%
Staley Capital Advisers Inc0.19%100,000$4,550,000$5,181,000+$631,000+13.87%
Vestmark Advisory Solutions, Inc.0.05%98,340$4,474,470$5,094,995+$620,525+13.87%
Opes Wealth Management Llc0.70%90,386$4,112,563$4,682,899+$570,336+13.87%
Rebel Financial Llc1.76%89,316$4,063,860$4,627,462+$563,602+13.87%
Crux Wealth Advisors1.39%79,972$3,997,818$4,143,349+$145,531+3.64%
Vicus Capital0.29%87,818$3,995,731$4,549,851+$554,120+13.87%
Savant Capital, Llc0.02%86,072$3,916,293$4,459,390+$543,097+13.87%
Cresset Asset Management, Llc0.02%82,473$3,752,522$4,272,926+$520,404+13.87%
Plum Street Advisors, Llc1.22%77,485$3,525,568$4,014,498+$488,930+13.87%
Wells Fargo & Company/Mn0.00%76,420$3,477,128$3,959,320+$482,192+13.87%
Legacy Edge Advisors, Llc0.34%71,441$3,250,566$3,701,358+$450,792+13.87%
Equitable Holdings, Inc.0.02%71,283$3,211,299$3,693,172+$481,873+15.01%
Gateway Wealth Partners, Llc0.12%69,561$3,164,998$3,603,955+$438,957+13.87%
Invera Wealth Advisors, Llc2.02%69,295$3,152,923$3,590,174+$437,251+13.87%
Bsw Wealth Partners0.34%61,429$3,070,836$3,182,636+$111,800+3.64%
Balanced Rock Investment Advisors Llc1.85%58,094$2,643,277$3,009,850+$366,573+13.87%
Bartlett & Co. Wealth Management Llc0.03%52,442$2,621,576$2,717,020+$95,444+3.64%

Frequently asked questions about NULV

  • Who owns the most NULV stock?

    The largest holders of NULV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN ESG LARGE-CAP VAL ETF (NULV).

  • Is NULV widely held by superinvestors?

    Many widely followed stocks like NULV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NULV is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.