Catatan efek · kuartal yang diarsipkan
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
43Pemegang yang dilacak
+2Δ pemegang
23.04MSaham yang dipegang
$1.05BNilai yang dilaporkan
+2Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.9% ·
aliran saham -0.7% ·
posisi baru bersih +4.7%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 165.66K | $8.75M | n/a | n/a |
| Q2 2026 | 41 | -1 | 23.40M | $1.17B | +2 | −3 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.86M | -6.3% | $539.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 2.04M | +0.6% | $90.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 1.90M | +6.0% | $86.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.28M | +3.5% | $58.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Commonwealth Equity Services, Llc | 1.12M | +11.8% | $51.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.05M | +124.2% | $47.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 540.56K | -20.5% | $24.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 516.67K | +1.1% | $23.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 438.37K | +27.6% | $19.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Captrust Financial Advisors | 252.10K | +5.9% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 250.88K | +20.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 232.35K | +2.1% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 230.95K | -1.4% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | HighTower Advisors, LLC | 173.27K | +6.0% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 167.16K | -11.7% | $7.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 126.85K | +10.3% | $5.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Assetmark, Inc | 125.12K | +5.0% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 121.61K | -25.9% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Corient Private Wealth LP | 109.11K | -53.4% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 76.42K | +67.6% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 53.55K | -1.6% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Hsbc Holdings Plc | 49.70K | -49.8% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 47.83K | +0.5% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 40.11K | +29.8% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 35.96K | -27.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 35.92K | -1.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Mml Investors Services, Llc | 29.00K | +5.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 25.63K | -22.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 17.32K | -7.0% | $788,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 14.09K | -82.9% | $641,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 13.85K | -0.8% | $630,266 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 13.79K | -1.9% | $627,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 12.51K | -5.5% | $575,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 11.80K | -6.7% | $537,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Creative Planning | 7.44K | 0.0% | $338,611 | 0.0% | Held | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 7.33K | +7.1% | $334,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 6.75K | -2.3% | $307,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 4.53K | Baru | $205,888 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 3.63K | Baru | $165,120 | 0.0% | New | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 2.43K | 0.0% | $110,474 | 0.0% | Held | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $63,336 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Citigroup Inc | 100 | 0.0% | $4,550 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 56 | -8.2% | $2,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| UBS AM, a distinct business… | $205,888 | 0.0% |
| Fifth Third Bancorp | $165,120 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 277 pemegang, 33.16M saham, $1.47B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API