Effectdossier
NULG
Nuveen ESG Large-Cap Growth · Financial Services · Asset Management
43Gevolgde houders
+5Δ houders
13.67MGehouden aandelen
$1.60BGerapporteerde waarde
+6Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.2% ·
aandelenstroom -1.3% ·
netto nieuwe posities +11.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.75M | -4.9% | $907.05M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.11M | -0.1% | $130.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 991.58K | +7.0% | $114.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | Commonwealth Equity Services, Llc | 695.63K | +2.8% | $81.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 569.15K | +2.0% | $66.62M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 516.57K | +4.9% | $60.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 316.21K | -2.4% | $36.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 277.32K | +3.1% | $32.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Bank of New York Mellon Corp | 237.35K | +8.9% | $27.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 10 | Goldman Sachs Group ✦ | 143.89K | +283.1% | $16.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 126.69K | -2.2% | $14.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 114.89K | +14.1% | $13.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 82.84K | +7.0% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 80.36K | +10.9% | $9.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 69.54K | -29.3% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 66.44K | -20.3% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 62.77K | -1.0% | $7.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 59.57K | +16.4% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Raymond James Financial Inc | 58.52K | +2.1% | $6.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 51.33K | +3.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Fidelity (FMR) ✦ | 44.42K | -8.0% | $5.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Mariner, LLC | 26.61K | -46.6% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 23.08K | Nieuw | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 20.13K | +7.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 19.13K | -17.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Corient Private Wealth LP | 18.71K | -39.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 18.65K | +6.8% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 18.47K | -0.1% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Rockefeller Capital Management L.P. | 17.00K | +1.3% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 15.52K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mirae Asset Global Investments Co.… | 13.60K | Nieuw | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 32 | Creative Planning | 8.77K | +6.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Nuveen, LLC | 8.00K | Nieuw | $936,246 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 7.55K | +19.2% | $883,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 7.53K | +36.1% | $880,993 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 5.55K | +32.4% | $649,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | First Trust Advisors Lp | 4.12K | 0.0% | $482,404 | 0.0% | Held | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 4.02K | Nieuw | $470,464 | 0.0% | New | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 3.70K | -46.0% | $432,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 2.46K | -92.0% | $287,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 2.11K | -2.4% | $247,114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 2.00K | Nieuw | $234,003 | 0.0% | New | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 70 | Nieuw | $8,194 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $2.70M | 0.0% |
| Mirae Asset Global… | $1.59M | 0.0% |
| Nuveen, LLC | $936,246 | 0.0% |
| AQR Capital Management | $470,464 | 0.0% |
| Baird Financial Group, Inc. | $234,003 | 0.0% |
| Russell Investments Group… | $8,194 | 0.0% |
Verlaten
| Jane Street Group, Llc | $285,370 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 277 houders, 20.16M aandelen, $1.79B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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