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Get Institutions for : 
Nushares Esg Large Cap Growth Etf (NULG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    6
Total shares held : 
13,013,302  
% of shares held : 
11.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
-576,715  
% of shares held change : 
  -0.53%  
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
 26,496
 0.2%
 
Increased Positions :
65
 526,050
 4.04%
 
Unchanged Positions :
32
 112,906
 0.87%
 
Decreased Positions :
72
-1,010,776
-7.77%
 
Closed Positions :
13
-118,485
-0.91%
 
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
   TIAA TRUST NATIONAL ASSOCIATION 40 - 2024-03-31 2,499,671 $190,675,000 110,463
   LPL FINANCIAL CORP 494 - 2024-03-31 761,544 $58,091,000 120,763
   MORGAN STANLEY 2219 - 2024-03-31 400,009 $30,513,000 42,036
   COMMONWEALTH EQUITY SERVICES LLC. 370 - 2024-03-31 396,110 $30,215,000 27,813
   THRIVENT FINANCIAL FOR LUTHERANS 397 - 2024-03-31 333,121 $25,411,000 5,032
   ENVESTNET ASSET MANAGEMENT INC 1092 - 2024-03-31 269,779 $20,579,000 149
   UBS Group AG 1214 - 2024-03-31 253,849 $19,364,000 6,054
   Refined Wealth Management 2 - 2024-03-31 235,139 $17,936,000 689
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 808 - 2024-03-31 128,289 $9,786,000 28,967
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 548 - 2024-03-31 98,141 $7,486,000 4,729
   Vestmark Advisory Solutions Inc. 72 - 2024-03-31 95,406 $7,278,000 10,018
   BANK OF NEW YORK MELLON CORP 2230 - 2024-03-31 77,372 $5,902,000 8,061
   Francis Financial Inc. 12 - 2024-03-31 76,498 $5,835,000 2,803
   Private Advisor Group LLC 418 - 2024-03-31 75,013 $5,722,000 3,419
   CAPTRUST FINANCIAL ADVISORS 474 - 2024-03-31 70,508 $5,378,000 9,333
   ROYAL BANK OF CANADA 1858 - 2024-03-31 70,188 $5,354,000 11,174
   One Capital Management LLC 114 - 2024-03-31 59,184 $4,515,000 1,205
   Global Retirement Partners LLC 138 - 2024-03-31 57,875 $4,415,000 10,939
   UMB BANK N A/MO 181 - 2024-03-31 52,827 $4,030,000 86
   Goss Wealth Management LLC 473 - 2024-03-31 49,851 $3,803,000 1,805
   Cetera Investment Advisers 1154 - 2024-03-31 47,544 $3,627,000 19,267
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 498 - 2024-03-31 42,140 $3,214,000 1,471
   Laurel Wealth Planning LLC 18 - 2024-03-31 37,033 $2,825,000 957
   COLDSTREAM CAPITAL MANAGEMENT INC 172 - 2024-03-31 29,637 $2,261,000 2,153
   Mascoma Wealth Management LLC 21 - 2024-03-31 29,371 $2,240,000 5,469
   L & S ADVISORS INC 109 - 2024-03-31 29,247 $2,231,000 53
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 375 - 2024-03-31 24,917 $1,897,000 1,726
   Golden State Equity Partners 54 - 2023-12-31 25,537 $1,774,000 1,155
   Equita Financial Network Inc. 32 - 2024-03-31 20,014 $1,527,000 8,434
   PNC FINANCIAL SERVICES GROUP INC 1000 - 2024-03-31 19,746 $1,506,000 236
   Revolve Wealth Partners LLC 53 - 2024-03-31 19,592 $1,494,000 1,384
   Trademark Financial Management LLC 19 - 2024-03-31 18,677 $1,425,000 2,988
   CX Institutional 229 - 2024-03-31 18,573 $1,417,000 1,635
   IHT Wealth Management LLC 341 - 2024-03-31 17,961 $1,370,000 179
   MARINER WEALTH ADVISORS, LLC 1325 - 2024-03-31 17,343 $1,323,000 2,077
   FINANCIAL NETWORK 1275 - 2024-03-31 17,326 $1,322,000 610
   RAYMOND JAMES & ASSOCIATES 2401 - 2024-03-31 17,246 $1,316,000 3,504
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 306 - 2024-03-31 17,023 $1,299,000 789
   Curtis Advisory Group LLC 45 - 2024-03-31 13,620 $1,039,000 3,641
   Redwood Financial Network Corp 34 - 2024-03-31 13,388 $1,021,000 3,323
   Kestra Advisory Services LLC 1276 - 2024-03-31 12,253 $935,000 1,337
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 99 - 2024-03-31 11,113 $848,000 3,008
   MML INVESTORS SERVICES LLC 1522 - 2024-03-31 10,597 $808,000 1,199
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 212 - 2024-03-31 9,898 $755,000 350
   LINCOLN NATIONAL CORP 636 - 2024-03-31 8,723 $665,000 4
   MARINO STRAM & ASSOCIATES LLC 99 - 2024-03-31 8,365 $638,000 5
   Falcon Wealth Planning 69 - 2024-03-31 8,104 $618,000 438
   COMMERCE BANK N A/MO 779 - 2024-03-31 8,039 $613,000 140
   FLAGSHIP HARBOR ADVISORS LLC 347 - 2024-03-31 7,668 $585,000 450
   Legacy Financial Group LLC 61 - 2024-03-31 7,643 $583,000 7,643
   HPM Partners LLC 1535 - 2024-03-31 7,537 $575,000 695
   TOWER RESEARCH CAPITAL LLC 824 - 2024-03-31 7,160 $546,000 4,400
   Berkshire Bank 96 - 2024-03-31 7,121 $543,000 472
   Atria Wealth Solutions Inc. 1228 - 2024-03-31 6,928 $528,000 1,113
   HTLF Bank 144 - 2024-03-31 6,735 $514,000 1,050
   Sigma Planning Corp 755 - 2024-03-31 6,488 $495,000 6,488
   PROEQUITIES INC. 452 - 2024-03-31 6,225 $475,000 6
   WSFS CAPITAL MANAGEMENT LLC 300 - 2024-03-31 5,727 $437,000 1,259
   Fountainhead AM LLC 72 - 2024-03-31 5,580 $426,000 350
   Capital Market Strategies LLC 74 - 2024-03-31 5,341 $407,000 2
   GeoWealth Management LLC 501 - 2024-03-31 4,964 $379,000 4,964
   HANSON MCCLAIN, INC. 626 - 2024-03-31 4,798 $366,000 35
   LexAurum Advisors LLC 195 - 2024-03-31 4,675 $357,000 653
   Per Stirling Capital Management LLC. 178 - 2024-03-31 4,529 $345,000 342
   H D Vest Advisory Services 1256 - 2024-03-31 4,194 $320,000 209
   McAdam LLC 217 - 2024-03-31 4,171 $318,000 363
   Cornerstone Planning Group LLC 63 - 2024-03-31 3,584 $266,000 3
   Beacon Financial Advisory LLC 199 - 2024-03-31 3,330 $254,000 2
   VERUS CAPITAL PARTNERS LLC 305 - 2024-03-31 3,132 $239,000 3,132
   Rollins Financial Advisors LLC 104 - 2024-03-31 3,097 $236,000 97
   Steward Partners Investment Advisory LLC 1375 - 2024-03-31 3,003 $229,000 26
   FMR LLC 2955 - 2024-03-31 2,017 $154,000 632
   PRINCIPAL SECURITIES INC. 1214 - 2024-03-31 1,494 $114,000 236
   CREATIVE FINANCIAL DESIGNS INC /ADV 548 - 2024-03-31 1,405 $107,000 235
   Coppell Advisory Solutions LLC 437 - 2023-12-31 945 $66,000 945
   COMERICA BANK 3085 - 2024-03-31 188 $14,000 58

  76 Records found
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