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Get Institutions for : 
Nushares Esg Emerging Markets Equity Etf (NUEM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    1
Total shares held : 
6,587,311  
% of shares held : 
34.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
382,145  
% of shares held change : 
  2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 78,967
 1.2%
 
Increased Positions :
45
 728,455
 11.06%
 
Unchanged Positions :
13
 63,576
 0.97%
 
Decreased Positions :
28
-368,328
-5.59%
 
Closed Positions :
8
-56,949
-0.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TIAA FSB 79 - 2023-06-30 1,658,713 $45,299,000 -306,964
   TIAA TRUST NATIONAL ASSOCIATION 96 - 2024-03-31 1,285,591 $35,354,000 92,493
   Abacus Wealth Partners LLC 8 - 2024-03-31 1,038,071 $28,547,000 34,360
   Wealthfront Advisers LLC 71 - 2024-03-31 841,216 $23,133,000 188,018
   BANK OF AMERICA CORP /DE/ 2278 - 2024-03-31 461,923 $12,703,000 24,121
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 613 - 2024-03-31 237,998 $6,545,000 2,062
   LAKE STREET ADVISORS GROUP LLC 54 - 2024-03-31 235,740 $6,483,000 43,645
   UBS Group AG 1965 - 2024-03-31 231,901 $6,377,000 1,854
   MORGAN STANLEY 3816 - 2024-03-31 183,734 $5,053,000 30,292
   Colorado Capital Management Inc. 13 - 2024-03-31 177,769 $4,889,000 34,074
   Envestnet Portfolio Solutions Inc. 451 - 2024-03-31 138,128 $3,799,000 2,889
   ENVESTNET ASSET MANAGEMENT INC 2173 - 2024-03-31 135,653 $3,730,000 4,146
   Cable Hill Partners LLC 20 - 2024-03-31 129,480 $3,379,000 0
   MISSION WEALTH MANAGEMENT LLC 127 - 2024-03-31 115,722 $3,182,000 -2,016
   TFC Financial Management 20 - 2024-03-31 110,695 $3,044,000 3,671
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 808 - 2024-03-31 107,854 $2,966,000 12,918
   LPL FINANCIAL CORP 2415 - 2024-03-31 81,390 $2,238,000 12,785
   THRIVENT FINANCIAL FOR LUTHERANS 1278 - 2024-03-31 79,332 $2,182,000 6,985
   Vestmark Advisory Solutions Inc. 238 - 2024-03-31 75,297 $2,071,000 11,287
   Orgel Wealth Management LLC 34 - 2024-03-31 72,293 $1,988,000 8,135
   CREATIVE PLANNING 1094 - 2024-03-31 54,605 $1,502,000 -2,448
   Evolution Advisers Inc. 16 - 2024-03-31 44,394 $1,221,000 4,575
   Private Advisor Group LLC 1080 - 2024-03-31 42,942 $1,181,000 13,642
   Cetera Investment Advisers 1952 - 2024-03-31 41,649 $1,145,000 15,931
   Tolleson Wealth Management Inc. 42 - 2024-03-31 35,892 $987,000 0
   Pioneer Wealth Management Group 26 - 2024-03-31 35,565 $978,000 1,123
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 742 - 2024-03-31 32,781 $901,000 4,035
   Advisor Group Holdings Inc. 2434 - 2024-03-31 32,559 $895,000 -9,388
   UMB BANK N A/MO 349 - 2024-03-31 29,717 $817,000 -966
   First Pacific Financial 71 - 2024-03-31 29,005 $798,000 -1,230
   OLD MISSION CAPITAL LLC 450 - 2024-03-31 28,740 $790,000 -83,264
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 223 - 2024-03-31 28,732 $790,000 250
   RSM US WEALTH MANAGEMENT LLC 327 - 2024-03-31 27,940 $768,000 0
   MULTIFINANCIAL SECURITIES CORP 1353 *New 2024-03-31 26,076 $717,000 26,076
   Cascade Financial Partners LLC 120 - 2024-03-31 25,000 $676,000 0
   WHITTIER TRUST CO 451 - 2024-03-31 22,244 $612,000 -15,932
   FINANCIAL ARCHITECTS INC 188 - 2023-06-30 22,298 $609,000 -945
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3226 *New 2024-03-31 21,376 $588,000 21,376
   Orion Portfolio Solutions LLC 1213 *New 2024-03-31 20,394 $561,000 20,394
   McNamara Financial Services Inc. 40 - 2024-03-31 20,305 $558,000 -874
   HAVERFORD TRUST CO 271 - 2024-03-31 20,000 $550,000 0
   GREENUP STREET WEALTH MANAGEMENT LLC 61 - 2024-03-31 19,441 $535,000 3,370
   Better Money Decisions LLC 39 - 2024-03-31 17,437 $480,000 153
   Prime Capital Investment Advisors LLC 639 - 2024-03-31 16,712 $460,000 -4
   One Capital Management LLC 225 - 2024-03-31 16,112 $443,000 4,559
   FINANCIAL NETWORK 2040 - 2024-03-31 15,178 $417,000 284
   CITADEL ADVISORS LLC 3952 - 2024-03-31 14,408 $396,000 -9,859
   AMERIVEST INVESTMENT MANAGEMENT LLC 126 - 2023-06-30 13,767 $376,000 -2,500
   MODERA WEALTH MANAGEMENT, LLC 438 - 2024-03-31 13,518 $372,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 233 - 2023-03-31 13,719 $369,000 2,518
   Brooklyn FI LLC 44 - 2024-03-31 13,180 $362,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3064 - 2024-03-31 13,074 $360,000 628
   Walkner Condon Financial Advisors LLC 199 - 2024-03-31 12,397 $341,000 -129
   Golden State Equity Partners 264 - 2023-12-31 12,135 $327,000 550
   HIGHTOWER ADVISORS, LLC 2586 - 2024-03-31 11,593 $319,000 -15,368
   RVW Wealth LLC 113 - 2024-03-31 11,366 $313,000 219
   Addison Advisors LLC 140 - 2024-03-31 11,175 $307,000 0
   CX Institutional 466 - 2024-03-31 10,477 $288,000 789
   Carson Advisory Inc. 123 - 2024-03-31 10,161 $279,000 -2,900
   LOCKERMAN FINANCIAL GROUP INC. 65 - 2024-03-31 10,124 $278,000 -100
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2865 - 2024-03-31 10,121 $278,000 539
   J P MORGAN CHASE & CO 4044 - 2024-03-31 10,066 $277,000 -338
   ROYAL BANK OF CANADA 3911 - 2024-03-31 9,618 $265,000 -11,046
   AdvisorNet Financial Inc 431 - 2024-03-31 9,131 $251,000 592
   Goss Wealth Management LLC 1744 - 2024-03-31 8,651 $238,000 -220
   Stratos Wealth Partners LTD. 1196 - 2024-03-31 8,555 $235,000 388
   RAYMOND JAMES & ASSOCIATES 3494 - 2024-03-31 8,214 $226,000 -1,045
   RICHARD BERNSTEIN ADVISORS LLC 207 - 2024-03-31 8,124 $223,000 -8,013
   CI Private Wealth LLC 2050 - 2024-03-31 7,903 $217,000 -932
   Redwood Financial Network Corp 141 - 2024-03-31 7,504 $206,000 -2,234
   Emerald Investment Partners LLC 276 - 2024-03-31 6,699 $184,000 0
   Continuum Advisory LLC 380 *New 2024-03-31 6,506 $183,000 6,506
   US BANCORP 2140 - 2024-03-31 5,465 $150,000 736
   Tortoise Investment Management LLC 254 - 2024-03-31 5,206 $143,000 -239
   Bear Mountain Capital Inc. 53 - 2024-03-31 3,497 $93,000 0
   Steward Partners Investment Advisory LLC 1870 - 2024-03-31 2,887 $79,000 -1,225
   WELLS FARGO & CO/MN 4664 *New 2024-03-31 1,843 $51,000 1,843
   Coastal Capital Group Inc. 223 - 2023-06-30 1,687 $46,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 400 - 2023-12-31 1,700 $46,000 41
   Covestor Ltd 930 - 2024-03-31 1,581 $44,000 107
   Householder Group Estate & Retirement Specialist L 520 *New 2024-03-31 1,446 $40,000 1,446
   Koesten Hirschmann & Crabtree INC. 95 - 2024-03-31 1,270 $35,000 0
   Milestone Investment Advisors LLC 106 - 2024-03-31 1,110 $31,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 891 - 2024-03-31 937 $26,000 116
   CWM LLC 2774 - 2024-03-31 852 $23,000 0
   HANSON MCCLAIN, INC. 1714 - 2024-03-31 811 $22,000 -258
   Farther Finance Advisors LLC 1680 - 2024-03-31 437 $12,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1828 *New 2024-03-31 392 $11,000 392
   FMR LLC 4123 - 2024-03-31 362 $10,000 -91
   EverSource Wealth Advisors LLC 1682 - 2024-03-31 298 $8,000 0
   Federation des caisses Desjardins du Quebec 1866 - 2024-03-31 274 $8,000 0
   Carmichael Hill & Associates Inc. 515 - 2024-03-31 265 $7,000 0
   Orion Capital Management LLC 379 *New 2024-03-31 248 $7,000 248
   IFP Advisors Inc 2454 - 2023-12-31 156 $4,000 2
   Trust Co 318 *New 2024-03-31 81 $2,000 81
   HARBOUR INVESTMENTS INC. 2864 - 2023-12-31 38 $1,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 618 - 2024-03-31 10 $0 0
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 29 *Closed 2024-03-31 0 $0 -54,864
   BARTLETT & CO. LLC 1196 *Closed 2023-12-31 0 $0 -1,296
   Focused Wealth Management Inc 420 *Closed 2024-03-31 0 $0 -674

  100 Records found
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