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Nuveen ESG Large-Cap Growth ETF (NULG) Institutional Ownership

Nuveen ESG Large-Cap Growth ETF logo
$94.65 +9.77 (+11.51%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen ESG Large-Cap Growth ETF (BATS:NULG)

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$150.03M
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$119.20M
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NULG Institutional Buying and Selling by Quarter

Nuveen ESG Large-Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 Capital Market Strategies LLC2,304$216K0.2%N/A0.013%
6/27/2025Goldman Sachs Group Inc.73,171$5.73M0.0%+47.9%0.416%
5/21/2025McAdam LLC5,786$453K0.0%+15.1%0.033%
5/16/2025Signature Estate & Investment Advisors LLC12,205$955K0.0%-4.5%0.070%
5/16/2025Goldman Sachs Group Inc.73,171$5.73M0.0%+47.9%0.419%
5/16/2025Cape Investment Advisory Inc.1,188$93K0.0%-11.0%0.007%
5/16/2025Redwood Financial Network Corp3,799$297K0.2%-43.1%0.022%
5/16/2025NewEdge Advisors LLC42,000$3.29M0.0%-12.7%0.241%
5/16/2025Integrated Wealth Concepts LLC3,589$281K0.0%+4.8%0.021%
5/16/2025Aprio Wealth Management LLC5,811$455K0.1%+6.4%0.033%
5/15/2025EP Wealth Advisors LLC8,708$682K0.0%-13.6%0.050%
5/15/2025Royal Bank of Canada43,629$3.42M0.0%+34.4%0.250%
5/15/2025MAI Capital Management2,697$211K0.0%-10.7%0.015%
5/15/2025Clarity Asset Management Inc.123,319$9.65M6.2%-28.1%0.707%
5/14/2025Per Stirling Capital Management LLC.4,245$332K0.0%-3.0%0.024%
5/14/2025WCG Wealth Advisors LLC32,096$2.51M0.2%-7.2%0.184%
5/14/2025Freedom Investment Management Inc.16,090$1.26M0.1%+35.5%0.092%
5/14/2025Northwestern Mutual Wealth Management Co.19,302$1.51M0.0%-5.1%0.111%
5/14/2025Rede Wealth LLC5,584$437K0.2%-7.0%0.032%
5/14/2025Wescott Financial Advisory Group LLC10,179$797K0.1%-5.1%0.058%
5/14/2025Capital Analysts LLC6,511$510K0.0%+3.8%0.037%
5/14/2025Legacy Financial Advisors Inc.3,471$272K0.0%-8.9%0.020%
5/13/2025Aptus Capital Advisors LLC24,314$1.90M0.0%-1.5%0.139%
5/13/2025Keystone Global Partners LLC625$49K0.0%N/A0.004%
5/13/2025DDFG Inc6,036$472K0.1%+19.4%0.035%
5/13/2025Vestmark Advisory Solutions Inc.113,747$8.90M0.2%+0.5%0.652%
5/13/2025Francis Financial Inc.70,520$5.52M1.3%-6.2%0.404%
5/13/2025Heck Capital Advisors LLC15,241$1.19M0.1%-10.0%0.087%
5/13/2025Dagco Inc.1,105$86K0.0%N/A0.006%
5/13/2025HighTower Advisors LLC90,934$7.12M0.0%-5.0%0.521%
5/13/2025Elevation Capital Advisory LLC118,936$9.31M4.1%+2,852.7%0.682%
5/12/2025Maia Wealth LLC6,668$515K0.1%-3.2%0.038%
5/12/2025Paulson Wealth Management Inc.5,123$401K0.1%+5.2%0.029%
5/12/2025White Lighthouse Investment Management Inc.5,662$443K0.1%+23.2%0.032%
5/12/2025AlphaCore Capital LLC3,282$257K0.0%N/A0.019%
5/9/2025Evolution Advisers Inc.31,940$2.50M1.2%-0.7%0.183%
5/9/2025WealthShield Partners LLC13,003$1.02M0.1%-4.9%0.075%
5/9/2025Natural Investments LLC2,842$222K0.1%-19.4%0.016%
5/9/2025Atria Wealth Solutions Inc.11,612$909K0.0%+11.7%0.067%
5/9/2025SGL Investment Advisors Inc.22,707$1.90M1.0%+4.9%0.130%
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5/9/2025Commonwealth Equity Services LLC600,204$46.98M0.1%+19.4%3.440%
5/9/2025L & S Advisors Inc25,442$1.99M0.2%-7.2%0.146%
5/9/2025Quantum Financial Planning Services Inc.3,455$270K0.1%N/A0.020%
5/8/2025TIAA Trust National Association2,447,144$191.56M0.6%-6.4%14.024%
5/8/2025US Bancorp DE40,755$3.19M0.0%-10.1%0.234%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,104$400K0.0%-3.3%0.029%
5/8/2025RVW Wealth LLC142,613$11.16M1.1%-4.0%0.817%
5/8/2025NorthRock Partners LLC20,830$1.63M0.1%-10.2%0.119%
5/7/2025LPL Financial LLC768,210$60.14M0.0%-12.0%4.402%
5/7/2025BlueStem Wealth Partners LLC11,081$867K0.1%+8.1%0.064%
5/7/2025HB Wealth Management LLC5,088$398K0.0%+53.6%0.029%
5/6/2025Assetmark Inc.53,540$4.19M0.0%+6.7%0.307%
5/6/2025Cetera Investment Advisers81,354$6.37M0.0%+25.5%0.466%
5/6/2025Avantax Advisory Services Inc.9,140$716K0.0%+17.0%0.052%
5/6/2025Kelman Lazarov Inc.3,912$306K0.1%-10.0%0.022%
5/6/2025Principle Wealth Partners LLC4,486$351K0.0%+4.5%0.026%
5/6/2025American Financial & Tax Strategies Inc.3,108$243K0.1%-21.0%0.018%
5/6/2025DeDora Capital Inc.75,764$5.93M1.7%-12.8%0.434%
5/6/2025Flynn Zito Capital Management LLC4,146$325K0.1%+54.4%0.024%
5/5/2025Fountainhead AM LLC3,919$307K0.0%-14.8%0.022%
5/5/2025Private Advisor Group LLC90,739$7.10M0.0%+4.0%0.517%
5/2/2025Montis Financial LLC5,786$453K0.1%-4.8%0.033%
5/2/2025Apollon Wealth Management LLC6,006$470K0.0%+15.6%0.034%
5/2/2025Signaturefd LLC610$48K0.0%N/A0.003%
5/1/2025Prism Advisors Inc.6,753$529K0.2%-12.4%0.038%
5/1/2025Curtis Advisory Group LLC12,097$947K0.3%-4.9%0.069%
5/1/2025Bridge Generations Wealth Management LLC500$39K0.0%N/A0.003%
4/30/2025Cerity Partners LLC14,843$1.16M0.0%+7.9%0.085%
4/30/2025Cerity Partners OCIO LLC79,966$6.26M0.4%N/A0.456%
4/30/2025Stratos Wealth Partners LTD.10,506$822K0.0%-8.3%0.060%
4/30/2025May Hill Capital LLC6,326$495K0.2%N/A0.036%
4/30/2025Abound Financial LLC7,749$607K0.3%-17.4%0.044%
4/29/2025Envestnet Asset Management Inc.284,191$22.25M0.0%-6.0%1.619%
4/29/2025Bank of New York Mellon Corp77,598$6.07M0.0%-1.7%0.442%
4/29/2025World Investment Advisors7,694$602K0.0%-11.8%0.044%
4/29/2025Olde Wealth Management LLC964$75K0.0%N/A0.005%
4/29/2025Onyx Bridge Wealth Group LLC11,143$872K0.1%N/A0.063%
4/28/2025D.A. Davidson & CO.5,137$402K0.0%-9.7%0.029%
4/28/2025Novem Group2,819$221K0.0%-52.4%0.016%
4/28/2025O Brien Wealth Partners LLC107,106$8.38M1.6%-0.4%0.610%
4/28/2025Equita Financial Network Inc.23,867$1.87M0.7%-2.0%0.136%
4/28/2025Money Design Co. Ltd.37,812$2.96M0.1%-77.4%0.215%
4/28/2025Rossby Financial LCC7,017$561K0.2%-6.5%0.040%
4/28/2025Clear Creek Financial Management LLC3,241$254K0.0%-11.0%0.018%
4/28/2025Impact Investors Inc129,666$10.15M7.9%-2.7%0.739%
4/25/2025Trademark Financial Management LLC13,705$1.07M0.8%-3.5%0.078%
4/25/2025Stonebridge Financial Group LLC2,533$198K0.0%+8.3%0.014%
4/25/2025Westfuller Advisors LLC7,013$549K0.4%-9.0%0.040%
4/24/2025Laurel Wealth Planning LLC36,200$2.83M1.9%-0.4%0.206%
4/24/2025Golden State Wealth Management LLC4,597$360K0.1%+12.3%0.026%
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4/24/2025Mascoma Wealth Management LLC27,041$2.12M0.5%-13.5%0.154%
4/24/2025Falcon Wealth Planning12,626$988K0.1%+40.1%0.072%
4/23/2025Western Wealth Management LLC4,420$346K0.0%+80.9%0.025%
4/23/2025Lifelong Wealth Advisors Inc.3,851$301K0.1%-11.1%0.022%
4/23/2025Alpine Bank Wealth Management672$53K0.0%N/A0.004%
4/23/2025Golden State Wealth Management LLC6,361$498K0.0%+55.4%0.036%
4/23/2025First Pacific Financial11,531$903K0.2%N/A0.066%
4/23/2025Golden State Equity Partners28,779$2.25M0.4%+35.1%0.164%
4/23/2025Win Advisors Inc.4,721$370K0.2%-90.2%0.027%
4/23/2025Walkner Condon Financial Advisors LLC7,927$621K0.1%+2.9%0.045%
(Data available from 1/1/2016 forward)

NULG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NULG shares?

During the previous two years, 264 institutional investors and hedge funds held shares of Nuveen ESG Large-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($292.12M), TIAA Trust National Association ($191.56M), TIAA FSB ($190.30M), LPL Financial LLC ($60.14M), Commonwealth Equity Services LLC ($46.98M), Thrivent Financial for Lutherans ($24.70M), and Envestnet Asset Management Inc. ($22.25M).Learn more on Nuveen ESG Large-Cap Growth ETF's institutional investors.

Which institutional investors have been buying Nuveen ESG Large-Cap Growth ETF's stock?

Of the 226 institutional investors that purchased Nuveen ESG Large-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($2.87M), Commonwealth Equity Services LLC ($386.85K), Envestnet Portfolio Solutions Inc. ($213.22K), LPL Financial LLC ($138.83K), Impact Investors Inc ($133.21K), Elevation Capital Advisory LLC ($121.95K), and Raymond James Financial Services Advisors Inc. ($116.88K).

How much institutional buying is happening at Nuveen ESG Large-Cap Growth ETF?

Institutional investors have bought a total of 1,813,678 shares in the last 24 months. This purchase volume represents approximately $150.03M in transactions.

Which of Nuveen ESG Large-Cap Growth ETF's major shareholders have been selling company stock?

Of the 119 institutional investors that sold Nuveen ESG Large-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($262.20K), Refined Wealth Management ($218.37K), Money Design Co. Ltd. ($174.70K), Bank of America Corp DE ($160.68K), LPL Financial LLC ($104.57K), Thrivent Financial for Lutherans ($57.98K), and Clarity Asset Management Inc. ($57.65K).

How much institutional selling is happening at Nuveen ESG Large-Cap Growth ETF?

Institutional investors have sold a total of 1,467,800 shares in the last 24 months. This volume of shares sold represents approximately $119.20M in transactions.


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This page (BATS:NULG) was last updated on 7/4/2025 by MarketBeat.com Staff
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