
Nuveen ESG Large-Cap Value is an exchange-traded fund on BATS. As of Q3 2025, 248 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $600.8M.
Overview of institutional ownership in NULV as of Q3 2025
Institutions with the largest positions in NULV as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $600.8M 0.05% of portfolio |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $204.8M 0.50% of portfolio |
JPMORGAN CHASE & CO Institution | $89.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $62.2M 0.02% of portfolio |
MORGAN STANLEY RIA/Wealth | $52.7M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $33.7M 0.05% of portfolio |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $29.2M 0.05% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $28.0M 0.01% of portfolio |
UBS Group AG Institution | $23.0M 0.00% of portfolio |
$21.1M 0.06% of portfolio |
Institutional buying and selling activity for NULV in Q3 2025
| Institution | Net Bought |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | +$16.7M +380.8K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$9.2M +210.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$6.0M +137.8K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$2.5M +56.9K shares |
L LPL Financial LLC Institution | +$2.5M +56.6K shares |
Cetera Investment Advisers RIA/Wealth | +$1.9M +44.4K shares |
Savant Capital, LLC RIA/Wealth | +$1.5M +33.8K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | +$1.3M +30.6K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$1.2M +27.4K shares |
MORGAN STANLEY RIA/Wealth | +$1.2M +26.8K shares |
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$12.4M −282.1K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | −$10.1M −231.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$5.2M −117.8K shares |
Forefront Analytics, LLC RIA/Wealth | −$4.3M −97.9K shares |
Ameritas Advisory Services, LLC RIA/Wealth | −$1.7M −40.6K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$1.5M −34.2K shares |
WNY Asset Management, LLC RIA/Wealth | −$1.5M −33.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.1M −24.7K shares |
UBS Group AG Institution | −$959.8K −21.9K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | −$832.8K −19.0K shares |
Institutions that initiated new positions or completely exited NULV in Q3 2025
| Institution | Position Value |
|---|---|
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $805.3K 18.4K shares |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $345.4K 7.9K shares |
Mutual Advisors, LLC RIA/Wealth | $281.9K 6.4K shares |
Vantage Point Financial LLC RIA/Wealth | $278.8K 6.4K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $278.8K 6.4K shares |
Atomi Financial Group, Inc. RIA/Wealth | $277.8K 6.3K shares |
Harpswell Capital Advisors, LLC Fund of Funds | $243.1K 5.5K shares |
Breakwater Capital Group RIA/Wealth | $235.9K 5.4K shares |
Abacus Planning Group, Inc. RIA/Wealth | $201.1K 4.6K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | $200.3K 4.6K shares |
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $1.7M 40.6K shares |
R Rede Wealth, LLC RIA/Wealth | $281.3K 6.7K shares |
B BESSEMER GROUP INC Institution | $167.6K 4.0K shares |
Parallel Advisors, LLC RIA/Wealth | $134.1K 3.2K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | $121.8K 2.9K shares |
C Colonial Asset Management, Inc. RIA/Wealth | $46.1K 1.1K shares |
Kimelman & Baird, LLC RIA/Wealth | $27.7K 662.0 shares |
AE Wealth Management LLC RIA/Wealth | $22.5K 536.0 shares |
T TRUST CO OF VERMONT Institution | $22.4K 535.0 shares |
Flaharty Asset Management, LLC RIA/Wealth | $16.0K 382.0 shares |
Institutions with the largest Call and Put options positions in NULV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NULV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Forefront Analytics, LLC RIA/Wealth | 10.47% $10.9M |
Clarity Asset Management, Inc. RIA/Wealth | 2.64% $4.7M |
Invera Wealth Advisors, LLC RIA/Wealth | 2.47% $4.0M |
Balanced Rock Investment Advisor RIA/Wealth | 1.93% $2.6M |
rebel Financial LLC RIA/Wealth | 1.90% $4.0M |
O'Brien Wealth Partners LLC RIA/Wealth | 1.70% $11.8M |
LongView Asset Management LLC RIA/Wealth | 1.64% $2.4M |
CRUX WEALTH ADVISORS RIA/Wealth | 1.45% $3.5M |
Sincerus Advisory, LLC RIA/Wealth | 1.34% $1.6M |
REGATTA CAPITAL GROUP, LLC RIA/Wealth | 0.97% $6.1M |
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