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Who owns NULVWhat NULV owns — n/a

Who owns Nuveen ESG Large-Cap Value?

Institutional ownership of NULV from SEC Form 13F filings across 166 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

166

13F holders

$1.33B

value, 2026 filers

68.1%

of shares outstanding (27.7M sh)

19

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NULV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/11.8M$590.1M0.0%29%-0.4%
2JPMORGAN CHASE & CO2.2M$111.2M0.0%5.4%+8.7%
3LPL Financial LLC1.9M$96.3M0.0%4.7%+1.5%
4MORGAN STANLEY1.3M$64.7M0.0%3.2%+1.3%
5COMMONWEALTH EQUITY SERVICES, LLC1.2M$60.4M0.1%3%+7.5%
6ENVESTNET ASSET MANAGEMENT INC1.1M$55.0M0.0%2.7%+4.4%
7Cambridge Investment Research Advisors, Inc.906,670$45,3240.1%2.2%+98.6%
8MERCER GLOBAL ADVISORS INC /ADV576,552$28.8M0.0%1.4%+6.7%
9UBS Group AG531,761$26.6M0.0%1.3%+2.9%
10Bank of New York Mellon Corp486,578$24.3M0.0%1.2%+11.0%
11Empirical Financial Services, LLC d.b.a. Empirical Wealth Management402,854$20.1M0.3%1%+0.4%
12CAPTRUST FINANCIAL ADVISORS253,549$12.7M0.0%0.6%+0.6%
13RAYMOND JAMES FINANCIAL INC245,922$12.3M0.0%0.6%-2.0%
14MISSION WEALTH MANAGEMENT, LP245,765$12.3M0.2%0.6%+13.4%
15EP Wealth Advisors, LLC235,925$11.8M0.0%0.6%+62.5%
16AMERIPRISE FINANCIAL INC213,367$10.7M0.0%0.5%-8.2%
17Allworth Financial LP191,358$9.6M0.0%0.5%+3.9%
18ST GERMAIN D J CO INC189,725$9.5M0.3%0.5%+2.0%
19Cetera Investment Advisers185,205$9.3M0.0%0.5%+10.8%
20Savant Capital, LLC164,412$7.8M0.0%0.4%+91.0%
21HighTower Advisors, LLC159,128$8.0M0.0%0.4%-8.2%
22Thrivent Financial for Lutherans156,438$7,8200.0%0.4%+1.4%
23REGATTA CAPITAL GROUP, LLC150,617$7.5M1.0%0.4%+1.4%
24Mariner, LLC135,118$6.8M0.0%0.3%-41.5%
25FMR LLC132,674$6.6M0.0%0.3%+4.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.