证券记录
NULV
Nuveen ESG Large-Cap Value · Financial Services · Asset Management
40被追踪持有人
-1Δ持有人
23.24M持有股份
$1.16B报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -2.4% ·
股份流向 +1.8% ·
净新建仓位 -5.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $2,649 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $1.12M | 0.0% |
| Russell Investments Group… | $2,649 | 0.0% |
已清仓
| HighTower Advisors, LLC | $7.88M | 曾为 0.0% |
| Susquehanna International… | $1.64M | 曾为 0.0% |
| Lido Advisors, LLC | $307,192 | 曾为 0.0% |
| Citigroup Inc | $4,550 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 277 持有人, 33.16M 股份, $1.47B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据