Effectdossier · gearchiveerd kwartaal
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
41Gevolgde houders
0Δ houders
23.21MGehouden aandelen
$1.05BGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -7.9% · 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 | 31.80K | $1.70M | n/a | −1 |
| Q2 2026 | 40 | -1 | 23.24M | $1.16B | +2 | −4 |
| Q1 2026 | 43 | +2 | 23.04M | $1.05B | +2 | n/a |
| Q4 2025 | 41 | 0 | 23.21M | $1.05B | n/a | n/a |
| Q3 2025 | 4 | 0 | 5.44M | $238.42M | n/a | n/a |
| Q2 2025 | 1 | -1 | 94.30K | $3.95M | n/a | −1 |
| Q1 2025 | 1 | +1 | 23.21K | $939,975 | +1 | n/a |
| Q3 2024 | 1 | 0 | 24.21K | $1.01M | +1 | −1 |
| Q2 2024 | 1 | n/a | 20.98K | $793,216 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 12.65M | n/a | $570.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 2.03M | -50.2% | $91.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 1.79M | n/a | $80.62M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.23M | +2.6% | $55.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 1.01M | n/a | $45.29M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 679.92K | n/a | $36.85M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 511.19K | n/a | $23.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 469.54K | n/a | $21.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 343.64K | n/a | $15.48M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Captrust Financial Advisors | 238.11K | n/a | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 234.29K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Corient Private Wealth LP | 234.16K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 227.50K | n/a | $10.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 207.74K | n/a | $9.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 189.25K | n/a | $8.53M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 164.20K | n/a | $7.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 163.39K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 119.20K | n/a | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 115.04K | +16.8% | $5.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Hsbc Holdings Plc | 98.92K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 82.32K | +14.2% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 54.43K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 49.39K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 47.58K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 45.60K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Osaic Holdings, Inc. | 36.31K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Focus Partners Wealth | 32.97K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 30.91K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 27.46K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 18.62K | n/a | $838,702 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 14.06K | n/a | $633,592 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 13.97K | n/a | $629,258 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 13.23K | n/a | $611,694 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 12.65K | n/a | $570,028 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Creative Planning | 7.44K | n/a | $335,262 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 6.91K | n/a | $311,122 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 6.85K | n/a | $308,412 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 2.43K | n/a | $109,381 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 1.39K | n/a | $62,710 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 100 | n/a | $4,505 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 61 | n/a | $2,747 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 277 houders, 33.16M aandelen, $1.47B 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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