证券记录 · 已归档季度

NULG

Nuveen ESG Large-Cap Growth · Financial Services · Asset Management

109.05 -0.5% 市值 $2.94B 报价延迟（FMP） · 截至 Oct 25 03:59 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024

39被追踪持有人

-2Δ持有人

13.88M持有股份

$1.26B报告持仓市值

+1新建仓位

−3清仓

Strongly Rising 确信度评分 64/100 5 被追踪股份持续上升的季度数 ●●●●●○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 -4.9% · 股份流向 +30.0% · 净新建仓位 -5.1% · 公式
集中增持：持股数量上升，持有人数量减少

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026

持股变化趋势

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
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

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	Bank Of America Corp /De/	8.15M	+156.3%	$740.86M	0.1%	▲ Add	2	SEC ↗ ×4
2	LPL Financial LLC	1.11M	+14.4%	$101.09M	0.0%	▲ Add	2	SEC ↗
3	JPMorgan Chase ✦	926.58K	+59.1%	$81.12M	0.0%	▲ Add	3	SEC ↗ ×5
4	Commonwealth Equity Services, Llc	676.99K	-0.2%	$61.57M	0.1%	▼ Trim	2	SEC ↗
5	Morgan Stanley ✦	558.10K	+7.1%	$50.75M	0.0%	▲ Add	3	SEC ↗ ×3
6	Envestnet Asset Management Inc	492.56K	+113.4%	$44.79M	0.0%	▲ Add	2	SEC ↗
7	Ameriprise Financial Inc	323.97K	+0.7%	$29.46M	0.0%	▲ Add	2	SEC ↗
8	UBS Group AG	269.01K	+10.1%	$24.46M	0.0%	▲ Add	2	SEC ↗
9	Bank of New York Mellon Corp	218.01K	+46.5%	$19.83M	0.0%	▲ Add	2	SEC ↗ ×6
10	Captrust Financial Advisors	129.55K	+19.1%	$11.78M	0.0%	▲ Add	2	SEC ↗
11	Cetera Investment Advisers	100.72K	-9.2%	$9.16M	0.0%	▼ Trim	2	SEC ↗
12	Wells Fargo & Company/Mn	98.37K	+86.5%	$8.95M	0.0%	▲ Add	2	SEC ↗ ×2
13	HighTower Advisors, LLC	83.32K	-2.5%	$7.58M	0.0%	▼ Trim	2	SEC ↗
14	Wealth Enhancement Advisory…	77.43K	-21.3%	$7.14M	0.0%	▼ Trim	2	SEC ↗
15	Mercer Global Advisors Inc /Adv	72.48K	-43.3%	$6.59M	0.0%	▼ Trim	2	SEC ↗
16	Assetmark, Inc	63.40K	+5.3%	$5.77M	0.0%	▲ Add	2	SEC ↗
17	Raymond James Financial Inc	57.34K	+23.6%	$5.21M	0.0%	▲ Add	2	SEC ↗ ×2
18	Osaic Holdings, Inc.	51.18K	-7.0%	$4.66M	0.0%	▼ Trim	2	SEC ↗ ×2
19	Mariner, LLC	49.87K	+124.4%	$4.54M	0.0%	▲ Add	2	SEC ↗ ×2
20	Royal Bank Of Canada	49.66K	-12.5%	$4.52M	0.0%	▼ Trim	2	SEC ↗ ×3
21	Fidelity (FMR) ✦	48.26K	+38.1%	$4.39M	0.0%	▲ Add	4	SEC ↗
22	Goldman Sachs Group ✦	37.56K	+112.1%	$3.42M	0.0%	▲ Add	2	SEC ↗
23	Susquehanna International Group, Llp	30.95K	+1229.7%	$2.82M	0.0%	▲ Add	2	SEC ↗ ×2
24	Corient Private Wealth LP	30.92K	-50.9%	$2.81M	0.0%	▼ Trim	2	SEC ↗
25	Cwm, Llc	27.02K	+19.3%	$2.46M	0.0%	▲ Add	2	SEC ↗
26	Us Bancorp \De\	23.12K	-27.6%	$2.10M	0.0%	▼ Trim	2	SEC ↗ ×2
27	Northwestern Mutual Wealth…	18.65K	+6.9%	$1.70M	0.0%	▲ Add	2	SEC ↗
28	Pnc Financial Services Group, Inc.	18.50K	+16.9%	$1.68M	0.0%	▲ Add	2	SEC ↗ ×2
29	Mml Investors Services, Llc	17.46K	+15.6%	$1.59M	0.0%	▲ Add	2	SEC ↗
30	Rockefeller Capital Management L.P.	16.79K	+2.5%	$1.53M	0.0%	▲ Add	2	SEC ↗
31	Cerity Partners LLC	15.49K	+0.6%	$1.41M	0.0%	▲ Add	2	SEC ↗
32	Creative Planning	8.26K	+12.2%	$751,073	0.0%	▲ Add	2	SEC ↗
33	Lido Advisors, LLC	6.84K	-0.6%	$622,478	0.0%	▼ Trim	2	SEC ↗
34	Truist Financial Corp	6.33K	+6.9%	$575,923	0.0%	▲ Add	2	SEC ↗
35	Stifel Financial Corp	5.53K	+7.8%	$502,808	0.0%	▲ Add	2	SEC ↗
36	Fifth Third Bancorp	4.19K	新增	$381,039	0.0%	New	1	SEC ↗
37	First Trust Advisors Lp	4.12K	0.0%	$374,763	0.0%	Held	2	SEC ↗
38	Jane Street Group, Llc	3.14K	-86.7%	$285,370	0.0%	▼ Trim	2	SEC ↗
39	UBS AM, a distinct business unit of…	2.16K	+184.5%	$196,612	0.0%	▲ Add	2	SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。

新增买入方

Fifth Third Bancorp	$381,039	0.0%

已清仓

Mirae Asset Global…	$2.65M	曾为 0.0%
Focus Partners Wealth	$287,729	曾为 0.0%
Citigroup Inc	$70,514	曾为 0.0%

全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 277 持有人, 20.16M 股份, $1.79B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。

常见共同持仓

持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。

AEP39共同持有人 EVR39共同持有人 TXN39共同持有人 OVV39共同持有人 LUV39共同持有人

数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。报告期: Q1 2026 · 方法论 · 通过API获取此数据

☆ NULG

新增买入方

已清仓

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