Effectdossier · gearchiveerd kwartaal
NULG
Nuveen ESG Large-Cap Growth · Financial Services · Asset Management
41Gevolgde houders
0Δ houders
8.04MGehouden aandelen
$785.91MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -6.3% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 153.93K | $17.60M | n/a | n/a |
| Q2 2026 | 43 | +5 | 13.67M | $1.60B | +6 | −1 |
| Q1 2026 | 39 | -2 | 13.88M | $1.26B | +1 | −3 |
| Q4 2025 | 41 | 0 | 8.04M | $785.91M | +1 | −1 |
| Q3 2025 | 4 | 0 | 1.69M | $168.50M | +1 | −1 |
| Q2 2025 | 2 | 0 | 40.42K | $3.80M | +1 | −1 |
| Q1 2025 | 1 | +1 | 10.79K | $844,640 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.55K | $856,319 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.18M | n/a | $310.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 971.54K | n/a | $95.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 678.28K | n/a | $66.34M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 582.21K | -50.4% | $56.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 521.10K | +10.7% | $50.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 321.79K | n/a | $31.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 244.39K | n/a | $23.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 230.81K | n/a | $22.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 148.82K | n/a | $14.55M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Mercer Global Advisors Inc /Adv | 127.75K | n/a | $11.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 110.92K | n/a | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 108.77K | n/a | $10.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 98.40K | n/a | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 85.46K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 62.94K | n/a | $6.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 60.23K | n/a | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 56.76K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Osaic Holdings, Inc. | 55.02K | n/a | $5.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Wells Fargo & Company/Mn | 52.74K | n/a | $5.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Raymond James Financial Inc | 46.37K | n/a | $4.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 34.94K | -0.8% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 31.92K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Mirae Asset Global Investments Co.… | 27.10K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 23.63K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 22.65K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 22.22K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Goldman Sachs Group ✦ | 17.70K | Nieuw | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 17.45K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 16.38K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 15.83K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cerity Partners LLC | 15.40K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 15.10K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 7.36K | n/a | $720,004 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Lido Advisors, LLC | 6.88K | n/a | $673,833 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 5.92K | n/a | $579,269 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 5.13K | n/a | $501,813 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | First Trust Advisors Lp | 4.12K | n/a | $403,033 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Focus Partners Wealth | 2.94K | n/a | $287,729 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 2.33K | n/a | $227,678 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 760 | n/a | $74,328 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 721 | n/a | $70,514 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $1.73M | 0.0% |
Verlaten
| Two Sigma Investments | $1.40M | 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 het vaakst nog meer 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: Q4 2025 ·
Methodologie ·
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