증권 기록 · 과거 분기 (아카이브)
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
41추적 보유자
-1Δ 보유자
23.40M보유 주식 수
$1.17B보고 가치
+2신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -2.4% ·
주식 흐름 +1.7% ·
순 신규 포지션 -2.4%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 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 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.80M | -0.4% | $590.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 11.80M | -0.4% | $590.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 11.80M | -0.4% | $590.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 11.80M | -0.4% | $590.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | LPL Financial LLC | 1.93M | +1.5% | $96.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.29M | +1.3% | $64.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.29M | +1.3% | $64.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 1.21M | +7.5% | $60.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 1.10M | +4.4% | $54.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 576.55K | +6.7% | $28.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 531.76K | +2.9% | $26.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 486.58K | +11.0% | $24.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 486.58K | +11.0% | $24.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 486.58K | +11.0% | $24.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 486.58K | +11.0% | $24.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 253.55K | +0.6% | $12.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 245.92K | -2.0% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 245.92K | -2.0% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 245.92K | -2.0% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 213.37K | -8.2% | $10.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 213.37K | -8.2% | $10.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 185.21K | +10.8% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 159.13K | -8.2% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 135.12K | -41.5% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 135.12K | -41.5% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 132.67K | +4.6% | $6.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Assetmark, Inc | 129.43K | +3.4% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 125.22K | +3.0% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 125.22K | +3.0% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 125.22K | +3.0% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 125.22K | +3.0% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Corient Private Wealth LP | 107.66K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 86.68K | +13.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 86.68K | +13.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 82.96K | +488.8% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Stifel Financial Corp | 53.94K | +0.7% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 53.94K | +0.7% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 51.01K | +2.6% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 43.95K | +22.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 43.95K | +22.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 39.61K | -1.2% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Mml Investors Services, Llc | 31.72K | +9.4% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Focus Partners Wealth | 25.52K | -0.5% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 24.52K | +96.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Cerity Partners LLC | 24.57K | +78.1% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 22.45K | +29.6% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Two Sigma Investments ✦ | 22.45K | 신규 | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 13.65K | -1.4% | $682,613 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Us Bancorp \De\ | 12.17K | +3.1% | $608,428 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Creative Planning | 10.44K | +40.3% | $522,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 7.33K | 0.0% | $366,893 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 4.53K | 0.0% | $226,205 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Fifth Third Bancorp | 3.69K | +1.7% | $184,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Blair William & Co/Il | 2.43K | 0.0% | $121,376 | 0.0% | Held | 3 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $69,586 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 56 | 0.0% | $2,798 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 53 | 신규 | $2,649 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Two Sigma Investments | $1.12M | 0.0% |
| Russell Investments Group… | $2,649 | 0.0% |
청산됨
| Susquehanna International… | $1.64M | 이었음 0.0% |
| Lido Advisors, LLC | $307,192 | 이었음 0.0% |
| Citigroup Inc | $4,550 | 이었음 0.0% |
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: Q2 2026 ·
방법론 ·
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