NULC institutional holders

Nuveen ESG Large-Cap ETF · 24 reporting institutions · $17.1M reported value

Institutional holdings

Institutions reporting NULC, largest first
InstitutionReported positionAdvisors at firmReport period
Tolleson Wealth Management, Inc.$4.6M02026-06-30
Commonwealth Equity Services, LLC$3.7M2,8632026-06-30
Retirement Capital Strategies, Inc.$857.5K22026-06-30
Jane Street Group, LLC$809.6K02026-06-30
Lpl Financial LLC$792.8K23,4582026-06-30
Values Added Financial LLC$711.6K82026-06-30
Jfg Wealth Management, LLC$688.7K02025-09-30
Susquehanna International Group, LLP$646.3K02026-06-30
Goldman Sachs Group Inc$572.7K02026-06-30
Wealth Group Ltd$546K02026-06-30
Bank of America Corp /de$501K02026-06-30
Osaic Holdings, Inc.$436.1K02026-06-30
Hightower Advisors, LLC$340.2K1,0462026-06-30
Tower Research Capital LLC (trc)$317.2K02026-06-30
Private Advisor Group, LLC$306.5K9272026-06-30
Longview Asset Management LLC$304.4K02025-12-31
Pw Advisors, LLC$254.4K02026-06-30
Ep Wealth Advisors, LLC$251.4K3382026-06-30
Towneley Capital Management, Inc / de$222.5K72026-06-30
Westside Investment Management, LLC$113.7K72026-06-30
Ameritas Advisory Services, LLC$108.3K5502026-06-30
Cherry Tree Wealth Management, LLC$38.2K92026-03-31
Corecap Advisors, LLC$1.3K1182026-06-30
Cambridge Investment Research Advisors, Inc.$2873,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30