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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    5
Total shares held : 
 10,015,647  
% of shares held : 
 87.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -185,815  
% of shares held change : 
   -1.63%  
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 :
3
 61,423
 0.61%
 
Increased Positions :
42
 682,310
 6.81%
 
Unchanged Positions :
25
 209,607
 2.09%
 
Decreased Positions :
28
-465,419
-4.65%
 
Closed Positions :
8
-464,129
-4.63%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   Wealthfront Advisers LLC 57 - 2024-03-31 1,167,290 $36,268,000 55,758
   ROYAL BANK OF CANADA 865 - 2024-03-31 1,117,005 $34,705,000 391,248
   BANK OF AMERICA CORP /DE/ 1888 - 2024-03-31 676,280 $21,012,000 10,415
   MORGAN STANLEY 3138 - 2024-03-31 395,374 $12,284,000 44,252
   Envestnet Portfolio Solutions Inc. 221 - 2024-03-31 341,107 $10,598,000 2,880
   ENVESTNET ASSET MANAGEMENT INC 1517 - 2024-03-31 325,614 $10,117,000 13,203
   WCG Wealth Advisors LLC 48 - 2024-03-31 252,749 $7,853,000 14,142
   MISSION WEALTH MANAGEMENT LLC 96 - 2024-03-31 179,392 $5,574,000 7,329
   Vestmark Advisory Solutions Inc. 98 - 2024-03-31 175,249 $5,445,000 24,609
   THRIVENT FINANCIAL FOR LUTHERANS 825 - 2024-03-31 165,696 $5,148,000 4,054
   Evolution Advisers Inc. 11 - 2024-03-31 131,887 $4,098,000 955
   UMB BANK N A/MO 188 - 2024-03-31 118,357 $3,677,000 523
   PFG Investments LLC 108 - 2024-03-31 101,987 $3,169,000 101,987
   Better Money Decisions LLC 11 - 2024-03-31 99,452 $3,090,000 4,655
   LPL FINANCIAL CORP 2148 - 2024-03-31 97,613 $3,033,000 2,167
   Cetera Investment Advisers 1369 - 2024-03-31 83,626 $2,598,000 21,988
   CREATIVE PLANNING 876 - 2024-03-31 80,619 $2,505,000 2,624
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 544 - 2024-03-31 75,846 $2,357,000 6,206
   Trademark Financial Management LLC 15 - 2024-03-31 57,802 $1,796,000 3,672
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 263 - 2024-03-31 56,911 $1,768,000 2,026
   COMMONWEALTH EQUITY SERVICES LLC. 2038 - 2024-03-31 42,491 $1,320,000 2,140
   Sowell Financial Services LLC 306 - 2024-03-31 41,202 $1,280,000 8,807
   CX Institutional 252 - 2024-03-31 39,160 $1,217,000 1,677
   Bond & Devick Financial Network Inc. 28 - 2024-03-31 35,263 $1,096,000 1,055
   FINANCIAL ARCHITECTS INC 134 - 2023-06-30 36,392 $1,054,000 17
   Private Advisor Group LLC 1137 - 2024-03-31 33,886 $1,053,000 17,350
   WHITTIER TRUST CO OF NEVADA INC 285 - 2024-03-31 31,304 $972,000 9,224
   WHITTIER TRUST CO 367 - 2024-03-31 31,076 $965,000 11,207
   MML INVESTORS SERVICES LLC 1473 - 2024-03-31 28,949 $899,000 4,143
   ADVISORY SERVICES NETWORK, LLC 727 - 2024-03-31 28,872 $897,000 902
   Personal Resources Investment & Strategic Manageme 34 - 2024-03-31 24,665 $766,000 1,838
   US FINANCIAL ADVISORS LLC 43 - 2024-03-31 24,563 $763,000 1,041
   McNamara Financial Services Inc. 34 - 2024-03-31 22,665 $704,000 898
   Tolleson Wealth Management Inc. 54 - 2024-03-31 21,979 $683,000 8,500
   CAPTRUST FINANCIAL ADVISORS 1414 - 2024-03-31 18,402 $572,000 6,082
   Fountainhead AM LLC 61 - 2024-03-31 17,634 $548,000 1,224
   Goss Wealth Management LLC 1321 - 2024-03-31 16,587 $515,000 7,108
   IMPACTfolio LLC 23 - 2024-03-31 13,437 $417,000 1,431
   Legacy Financial Group LLC 71 - 2024-03-31 13,127 $408,000 13,127
   FLYNN ZITO CAPITAL MANAGEMENT LLC 66 - 2024-03-31 13,036 $405,000 13,036
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2658 - 2024-03-31 12,723 $395,000 1,004
   US BANCORP 1636 - 2024-03-31 12,620 $392,000 1,726
   SCHMIDT P J INVESTMENT MANAGEMENT INC 146 - 2024-03-31 10,459 $325,000 688
   Evergreen Private Wealth LLC 68 - 2024-03-31 7,105 $221,000 679
   BAYSTATE WEALTH MANAGEMENT LLC 225 - 2023-12-31 5,348 $157,000 167
   CREATIVE FINANCIAL DESIGNS INC /ADV 623 - 2024-03-31 2,427 $75,000 490
   FMR LLC 4362 - 2024-03-31 149 $5,000 83
   NBC SECURITIES INC. 1876 - 2024-03-31 147 $4,000 65
  48 Records found
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