증권 기록 · 과거 분기 (아카이브)
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
43추적 보유자
+2Δ 보유자
23.04M보유 주식 수
$1.05B보고 가치
+2신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.9% ·
주식 흐름 -0.7% ·
순 신규 포지션 +4.7%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | -1 | 23.40M | $1.17B | +2 | −3 |
| Q1 2026 | 43 | +2 | 23.04M | $1.05B | +2 | — |
| Q4 2025 | 41 | 0 | 23.21M | $1.05B | — | — |
| Q3 2025 | 4 | 0 | 5.44M | $238.42M | — | — |
| Q2 2025 | 1 | -1 | 94.30K | $3.95M | — | −1 |
| Q1 2025 | 1 | +1 | 23.21K | $939,975 | +1 | — |
| Q3 2024 | 1 | 0 | 24.21K | $1.01M | +1 | −1 |
| Q2 2024 | 1 | — | 20.98K | $793,216 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.86M | -6.3% | $539.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 11.86M | -6.3% | $539.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 11.86M | -6.3% | $539.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 1.90M | +6.0% | $86.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.28M | +3.5% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.28M | +3.5% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.28M | +3.5% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.28M | +3.5% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 1.12M | +11.8% | $51.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 1.05M | +124.2% | $47.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 540.56K | -20.5% | $24.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 516.67K | +1.1% | $23.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 516.67K | +1.1% | $23.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 438.37K | +27.6% | $19.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 438.37K | +27.6% | $19.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 438.37K | +27.6% | $19.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 438.37K | +27.6% | $19.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 252.10K | +5.9% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 250.88K | +20.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 250.88K | +20.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 250.88K | +20.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 232.35K | +2.1% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 230.95K | -1.4% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 230.95K | -1.4% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 230.95K | -1.4% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 173.27K | +6.0% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cetera Investment Advisers | 167.16K | -11.7% | $7.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 126.85K | +10.3% | $5.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Assetmark, Inc | 125.12K | +5.0% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 121.61K | -25.9% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 121.61K | -25.9% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 121.61K | -25.9% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 121.61K | -25.9% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 109.11K | -53.4% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 76.42K | +67.6% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 76.42K | +67.6% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 53.55K | -1.6% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 53.55K | -1.6% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 49.70K | -49.8% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cwm, Llc | 47.83K | +0.5% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 40.11K | +29.8% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 35.96K | -27.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 35.92K | -1.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 35.92K | -1.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Mml Investors Services, Llc | 29.00K | +5.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Focus Partners Wealth | 25.63K | -22.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 17.32K | -7.0% | $788,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 14.09K | -82.9% | $641,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Truist Financial Corp | 13.85K | -0.8% | $630,266 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 13.79K | -1.9% | $627,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 12.51K | -5.5% | $575,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Us Bancorp \De\ | 11.80K | -6.7% | $537,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Creative Planning | 7.44K | 0.0% | $338,611 | 0.0% | Held | 2 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 7.33K | +7.1% | $334,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Lido Advisors, LLC | 6.75K | -2.3% | $307,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 4.53K | 신규 | $205,888 | 0.0% | New | 1 | SEC ↗ |
| 62 | Fifth Third Bancorp | 3.63K | 신규 | $165,120 | 0.0% | New | 1 | SEC ↗ |
| 63 | Blair William & Co/Il | 2.43K | 0.0% | $110,474 | 0.0% | Held | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $63,336 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Citigroup Inc | 100 | 0.0% | $4,550 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 56 | -8.2% | $2,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| UBS AM, a distinct business… | $205,888 | 0.0% |
| Fifth Third Bancorp | $165,120 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 277 보유 기관, 33.16M 주식, $1.47B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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