Effectdossier
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
40Gevolgde houders
-1Δ houders
23.24MGehouden aandelen
$1.16BGerapporteerde waarde
+2Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom +1.8% ·
netto nieuwe posities -5.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -1 | 23.24M | $1.16B | +2 | −4 |
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.80M | -0.4% | $590.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | JPMorgan Chase ✦ | 2.22M | +8.8% | $111.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 3 | LPL Financial LLC | 1.93M | +1.5% | $96.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.29M | +1.3% | $64.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 1.21M | +7.5% | $60.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.10M | +4.4% | $54.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 576.55K | +6.7% | $28.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 531.76K | +2.9% | $26.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 486.58K | +11.0% | $24.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Captrust Financial Advisors | 253.55K | +0.6% | $12.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 245.92K | -2.0% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 213.37K | -8.2% | $10.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 185.21K | +10.8% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 135.12K | -41.5% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 132.67K | +4.6% | $6.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Assetmark, Inc | 129.43K | +3.4% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 125.22K | +3.0% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Corient Private Wealth LP | 107.66K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 86.68K | +13.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Goldman Sachs Group ✦ | 82.96K | +488.8% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Stifel Financial Corp | 53.94K | +0.7% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Hsbc Holdings Plc | 51.01K | +2.6% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 43.95K | +22.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 39.61K | -1.2% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 31.72K | +9.4% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 25.52K | -0.5% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 24.52K | +96.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 24.57K | +78.1% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 22.45K | +29.6% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 22.45K | Nieuw | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 13.65K | -1.4% | $682,613 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 12.17K | +3.1% | $608,428 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Creative Planning | 10.44K | +40.3% | $522,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 7.33K | 0.0% | $366,893 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 4.53K | 0.0% | $226,205 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 3.69K | +1.7% | $184,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 2.43K | 0.0% | $121,376 | 0.0% | Held | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $69,586 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 56 | 0.0% | $2,798 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 53 | Nieuw | $2,649 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Two Sigma Investments | $1.12M | 0.0% |
| Russell Investments Group… | $2,649 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $7.88M | was 0.0% |
| Susquehanna International… | $1.64M | was 0.0% |
| Lido Advisors, LLC | $307,192 | was 0.0% |
| Citigroup Inc | $4,550 | was 0.0% |
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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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