سجل الورقة المالية · ربع مؤرشف
NULG
Nuveen ESG Large-Cap Growth · Financial Services · Asset Management
39الحاملون المتتبعون
-2Δ المساهمون
13.88Mالأسهم المحتفظ بها
$1.26Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -4.9% ·
تدفق الأسهم +30.0% ·
المراكز الجديدة الصافية -5.1%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 1 | — | 10.55K | $856,319 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.15M | +156.3% | $740.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.15M | +156.3% | $740.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 8.15M | +156.3% | $740.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 8.15M | +156.3% | $740.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.11M | +14.4% | $101.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 926.58K | +59.1% | $81.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 926.58K | +59.1% | $81.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 926.58K | +59.1% | $81.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 926.58K | +59.1% | $81.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 926.58K | +59.1% | $81.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 676.99K | -0.2% | $61.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 558.10K | +7.1% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 558.10K | +7.1% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 558.10K | +7.1% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 492.56K | +113.4% | $44.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 323.97K | +0.7% | $29.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 269.01K | +10.1% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 218.01K | +46.5% | $19.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 129.55K | +19.1% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 100.72K | -9.2% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 98.37K | +86.5% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 98.37K | +86.5% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 83.32K | -2.5% | $7.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 77.43K | -21.3% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 72.48K | -43.3% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 63.40K | +5.3% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 57.34K | +23.6% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 57.34K | +23.6% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 51.18K | -7.0% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 51.18K | -7.0% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mariner, LLC | 49.87K | +124.4% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mariner, LLC | 49.87K | +124.4% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 49.66K | -12.5% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 49.66K | -12.5% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 49.66K | -12.5% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 48.26K | +38.1% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 37.56K | +112.1% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 30.95K | +1229.7% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 30.95K | +1229.7% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Corient Private Wealth LP | 30.92K | -50.9% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cwm, Llc | 27.02K | +19.3% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 23.12K | -27.6% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 23.12K | -27.6% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 18.65K | +6.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 18.50K | +16.9% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 18.50K | +16.9% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 17.46K | +15.6% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 16.79K | +2.5% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 15.49K | +0.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Creative Planning | 8.26K | +12.2% | $751,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Lido Advisors, LLC | 6.84K | -0.6% | $622,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Truist Financial Corp | 6.33K | +6.9% | $575,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Stifel Financial Corp | 5.53K | +7.8% | $502,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Fifth Third Bancorp | 4.19K | جديد | $381,039 | 0.0% | New | 1 | SEC ↗ |
| 60 | First Trust Advisors Lp | 4.12K | 0.0% | $374,763 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Jane Street Group, Llc | 3.14K | -86.7% | $285,370 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 2.16K | +184.5% | $196,612 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Fifth Third Bancorp | $381,039 | 0.0% |
تم الخروج
| Mirae Asset Global… | $2.65M | كان 0.0% |
| Focus Partners Wealth | $287,729 | كان 0.0% |
| Citigroup Inc | $70,514 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 277 المالكون, 20.16M الأسهم, $1.79B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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