$51.50
+0.41 (+0.80%)
Market Cap
$56.5M
Shares Outstanding
948,683
Institutional Holders
16
Total Inst. Value
$18.2M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
6
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Nuveen, LLCNew | $8.8M | 200,000 |
| 2 | Tolleson Wealth Management, Inc. | $3.2M | 74,068 |
| 3 | BANK OF AMERICA CORP /DE/ | $1.1M | 24,493 |
| 4 | Tower Research Capital LLC (TRC) | $752K | 17,167 |
| 5 | LPL Financial LLC | $670K | 15,291 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $582K | 13,273 |
| 7 | JFG Wealth Management, LLC | $579K | 13,224 |
| 8 | GOLDMAN SACHS GROUP INC | $464K | 10,579 |
| 9 | LongView Asset Management LLC | $434K | 9,905 |
| 10 | Values Added Financial LLCNew | $391K | 8,925 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Nuveen, LLCNew | +200K | $8.8M |
| Tolleson Wealth Management, Inc. | +11K | $3.2M |
| LPL Financial LLC | +5 | $670K |
| COMMONWEALTH EQUITY SERVICES, LLC | +2K | $582K |
| Values Added Financial LLCNew | +9K | $391K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | -14K | $752K |
| GOLDMAN SACHS GROUP INC | -2K | $464K |
| HighTower Advisors, LLC | -1K | $268K |
| BANK OF AMERICA CORP /DE/ | -354 | $1.1M |
| LongView Asset Management LLC | -128 | $434K |
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Frequently Asked Questions
How many institutional investors hold NULC?
As of Q1 2025, 16 institutional investors report holding NULC (Nuveen ESG Large-Cap) in their 13F filings.
Which hedge fund owns the most NULC?
The largest institutional holder of NULC is Nuveen, LLC with $8.8M in shares.
Are institutions buying or selling NULC?
This quarter, 2 institutions opened new positions in NULC and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.