سجل الورقة المالية
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
41الحاملون المتتبعون
-1Δ المساهمون
23.40Mالأسهم المحتفظ بها
$1.17Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.4% ·
تدفق الأسهم +1.7% ·
المراكز الجديدة الصافية -2.4%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 | جديد | $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 | جديد | $2,649 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Two Sigma Investments | $1.12M | 0.0% |
| Russell Investments Group… | $2,649 | 0.0% |
تم الخروج
| Susquehanna International… | $1.64M | كان 0.0% |
| Lido Advisors, LLC | $307,192 | كان 0.0% |
| Citigroup Inc | $4,550 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 277 المالكون, 33.16M الأسهم, $1.47B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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