Security record
NULG
Nuveen ESG Large-Cap Growth · Financial Services · Asset Management
42Tracked holders
+5Δ holders
13.61MShares held
$1.59BReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +13.5% ·
share flow -1.2% ·
net new positions +9.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Assetmark, Inc | 62.77K | -1.0% | $7.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 59.57K | +16.4% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Raymond James Financial Inc | 58.52K | +2.1% | $6.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 51.33K | +3.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Fidelity (FMR) ✦ | 44.42K | -8.0% | $5.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Mariner, LLC | 26.61K | -46.6% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 23.08K | New | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 20.13K | +7.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 19.13K | -17.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Corient Private Wealth LP | 18.71K | -39.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 18.65K | +6.8% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 18.47K | -0.1% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 17.00K | +1.3% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 15.52K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 13.60K | New | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 8.77K | +6.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 8.00K | New | $936,246 | 0.0% | New | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 7.55K | +19.2% | $883,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 7.53K | +36.1% | $880,993 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 5.55K | +32.4% | $649,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | First Trust Advisors Lp | 4.12K | 0.0% | $482,404 | 0.0% | Held | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 4.02K | New | $470,464 | 0.0% | New | 1 | SEC ↗ |
| 38 | Lido Advisors, LLC | 3.70K | -46.0% | $432,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 2.46K | -92.0% | $287,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 2.11K | -2.4% | $247,114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 2.00K | New | $234,003 | 0.0% | New | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 70 | New | $8,194 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| 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% |
Exited
| HighTower Advisors, LLC | $7.58M | was 0.0% |
| Jane Street Group, Llc | $285,370 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 277 holders, 20.16M shares, $1.79B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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