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Get Institutions for : 
Nushares Esg Us Aggregate Bond Etf (NUBD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 94    5
Total shares held : 
 8,799,395  
% of shares held : 
 13.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 953,328  
% of shares held change : 
   1.44%  
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
 780,987
 8.88%
 
Increased Positions :
41
 939,038
 10.67%
 
Unchanged Positions :
14
 226,797
 2.58%
 
Decreased Positions :
32
-290,881
-3.31%
 
Closed Positions :
12
-475,816
-5.41%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 203 - 2024-03-31 1,123,056 $24,674,000 2,033
   MORGAN STANLEY 2673 - 2024-03-31 908,471 $19,959,000 226,776
   Envestnet Portfolio Solutions Inc. 149 - 2024-03-31 798,624 $17,546,000 -264
   BANK OF AMERICA CORP /DE/ 2241 - 2024-03-31 599,332 $13,167,000 146,253
   ENVESTNET ASSET MANAGEMENT INC 1367 - 2024-03-31 584,797 $12,848,000 34,414
   BANK OF NEW YORK MELLON CORP 2007 - 2024-03-31 412,788 $9,069,000 76,540
   WCG Wealth Advisors LLC 57 - 2024-03-31 294,158 $6,463,000 21,886
   COLONY GROUP, LLC 279 - 2024-03-31 288,482 $6,338,000 17,035
   Charter Oak Capital Management LLC 18 - 2024-03-31 269,545 $5,922,000 24,418
   COLONY GROUP LLC 206 - 2023-09-30 268,947 $5,675,000 12,910
   Vestmark Advisory Solutions Inc. 91 - 2024-03-31 254,328 $5,588,000 38,237
   LPL FINANCIAL CORP 1696 - 2024-03-31 248,888 $5,468,000 23,498
   BerganKDV Wealth Management LLC 47 - 2023-06-30 241,677 $5,313,000 55,939
   Miracle Mile Advisors LLC 127 - 2024-03-31 178,419 $3,920,000 42,430
   Colorado Capital Management Inc. 19 - 2024-03-31 145,801 $3,203,000 9,748
   PARK AVENUE SECURITIES LLC 275 - 2024-03-31 144,773 $3,181,000 24,367
   Financial Network Wealth Management LLC 16 - 2024-03-31 145,783 $3,144,000 -2,789
   ROYAL BANK OF CANADA 2348 - 2024-03-31 115,830 $2,545,000 20,179
   COMMONWEALTH EQUITY SERVICES LLC. 1624 - 2024-03-31 112,359 $2,469,000 10,889
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 537 - 2024-03-31 110,689 $2,432,000 1,062
   Private Advisor Group LLC 721 - 2024-03-31 109,963 $2,416,000 4,643
   Silver Oak Advisory Group Inc. 15 - 2024-03-31 97,865 $2,151,000 -3,125
   MAYPORT LLC 21 - 2024-03-31 94,104 $2,067,000 0
   CREATIVE PLANNING 945 - 2024-03-31 93,512 $2,054,000 -63,904
   UMB BANK N A/MO 240 - 2024-03-31 91,704 $2,015,000 -1,025
   HIGHTOWER ADVISORS, LLC 1413 - 2024-03-31 91,019 $2,000,000 -3,084
   J P MORGAN CHASE & CO 2993 - 2024-03-31 89,732 $1,971,000 49,514
   MARINER WEALTH ADVISORS, LLC 1160 - 2024-03-31 82,880 $1,821,000 3,542
   Boston Standard Wealth Management LLC 21 - 2024-03-31 80,885 $1,777,000 5,491
   FINANCIAL ARCHITECTS INC 87 - 2023-06-30 78,099 $1,717,000 -30,186
   Garrett Investment Advisors LLC 115 - 2024-03-31 76,812 $1,688,000 7,211
   Advisor Group Holdings Inc. 1822 - 2024-03-31 76,267 $1,676,000 -52,541
   UBS Group AG 3112 - 2024-03-31 76,090 $1,672,000 5,957
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 183 - 2024-03-31 60,553 $1,330,000 502
   JANE STREET GROUP LLC 2760 - 2024-03-31 59,168 $1,300,000 59,168
   US BANCORP 1005 - 2024-03-31 58,162 $1,278,000 10,756
   LOCKERMAN FINANCIAL GROUP INC. 6 - 2024-03-31 58,156 $1,278,000 5,687
   NORTHERN TRUST CORP 3198 *New 2024-03-31 58,000 $1,274,000 58,000
   AdvisorNet Financial Inc 183 - 2024-03-31 53,425 $1,174,000 1,155
   Evolution Advisers Inc. 18 - 2024-03-31 51,210 $1,126,000 5,902
   AXXCESS WEALTH MANAGEMENT LLC 346 - 2024-03-31 51,146 $1,124,000 1,916
   Keudell/Morrison Wealth Management 59 - 2024-03-31 49,890 $1,096,000 7,045
   CX Institutional 276 - 2024-03-31 48,281 $1,058,000 6,100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2567 *New 2024-03-31 45,561 $1,001,000 45,561
   LITMAN GREGORY ASSET MANAGEMENT LLC 73 - 2024-03-31 44,276 $973,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1258 - 2024-03-31 42,467 $933,000 2,622
   Cable Hill Partners LLC 35 - 2024-03-31 42,087 $929,000 0
   MISSION WEALTH MANAGEMENT LLC 288 - 2024-03-31 42,247 $928,000 4,428
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 116 - 2024-03-31 42,052 $924,000 -7,456
   RAYMOND JAMES & ASSOCIATES 2697 - 2024-03-31 37,553 $825,000 2,197
   Legacy Financial Group LLC 51 - 2024-03-31 36,257 $797,000 36,257
   Wealthfront Advisers LLC 659 - 2024-03-31 35,729 $785,000 2,520
   Walkner Condon Financial Advisors LLC 113 - 2024-03-31 34,102 $749,000 53
   Procyon Private Wealth Partners LLC 261 - 2024-03-31 33,793 $742,000 -26,163
   Gitterman Wealth Management LLC 18 - 2024-03-31 31,615 $695,000 -27,618
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1310 - 2024-03-31 31,614 $695,000 -27,618
   First Pacific Financial 81 - 2024-03-31 31,439 $691,000 11,397
   Kelman-Lazarov Inc. 59 - 2024-03-31 29,170 $641,000 -278
   HANSON MCCLAIN, INC. 507 - 2024-03-31 27,411 $602,000 1,380
   BayBridge Capital Group LLC 49 - 2024-03-31 25,453 $545,000 2,496
   OLD MISSION CAPITAL LLC 553 - 2024-03-31 22,921 $504,000 11,963
   CITADEL ADVISORS LLC 3783 - 2024-03-31 22,035 $484,000 22,035
   LexAurum Advisors LLC 158 - 2024-03-31 21,245 $467,000 1,511
   Wealthcare Advisory Partners LLC 549 - 2024-03-31 20,734 $456,000 869
   Sandbox Financial Partners LLC 65 - 2024-03-31 19,626 $431,000 -1,165
   IHT Wealth Management LLC 688 *New 2024-03-31 19,386 $426,000 19,386
   HARBOUR INVESTMENTS INC. 609 - 2023-12-31 18,138 $404,000 13,912
   Cherry Tree Wealth Management LLC 105 - 2024-03-31 17,956 $394,000 2,967
   Coastal Capital Group Inc. 57 - 2023-06-30 17,724 $390,000 0
   DAVIDSON D A & CO 1085 - 2024-03-31 16,971 $373,000 86
   Bear Mountain Capital Inc. 36 - 2024-03-31 16,691 $358,000 0
   SEEDS INVESTOR LLC 97 - 2024-03-31 14,080 $309,000 -10,575
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2828 - 2024-03-31 13,578 $298,000 1,894
   Legacy Financial Advisors Inc. 255 *New 2024-03-31 13,375 $294,000 13,375
   Stratos Wealth Partners LTD. 1098 - 2024-03-31 13,195 $290,000 0
   Resources Investment Advisors Inc. 942 - 2024-03-31 12,432 $273,000 -301
   MULTIFINANCIAL SECURITIES CORP 2001 - 2024-03-31 12,173 $267,000 2,664
   Canal Capital Management LLC 132 - 2024-03-31 11,350 $249,000 0
   WNY Asset Management LLC 205 - 2024-03-31 11,210 $246,000 -172
   MML INVESTORS SERVICES LLC 2258 - 2024-03-31 10,758 $236,000 -2,068
   JOURNEY STRATEGIC WEALTH LLC 239 *New 2024-03-31 10,603 $233,000 10,603
   Stordahl Capital Management Inc. 49 - 2024-03-31 10,229 $225,000 0
   Aaron Wealth Advisors 279 - 2024-03-31 9,965 $219,000 -317
   STONNINGTON GROUP LLC 227 - 2023-03-31 9,300 $208,000 0
   Financial Gravity Wealth Inc. 106 *New 2024-03-31 9,481 $208,000 9,481
   Prime Capital Investment Advisors LLC 917 - 2024-03-31 9,300 $204,000 0
   PRIVATE TRUST CO NA 694 - 2024-03-31 7,882 $173,000 1,942
   SUMMIT INVESTMENT ADVISORS INC 1413 - 2024-03-31 7,575 $166,000 19
   WELLS FARGO & CO/MN 4343 - 2024-03-31 4,444 $98,000 4,444
   Global Retirement Partners LLC 1152 - 2024-03-31 3,784 $83,000 112
   Baldrige Asset Management LLC 160 - 2023-03-31 3,033 $68,000 0
   IAG Wealth Partners LLC 151 - 2024-03-31 2,799 $61,000 0
   COMERICA BANK 2745 - 2024-03-31 2,330 $51,000 50
   Smartleaf Asset Management LLC 585 - 2024-03-31 2,062 $46,000 -5,378
   Tidemark LLC 255 - 2024-03-31 1,925 $42,000 0
   EverSource Wealth Advisors LLC 1019 - 2024-03-31 1,666 $37,000 0
   CGC Financial Services LLC 141 - 2024-03-31 1,151 $25,000 -57,360
   FRANKLIN RESOURCES INC 2667 - 2024-03-31 1,158 $25,000 14
   Goss Wealth Management LLC 2580 - 2024-03-31 1,000 $22,000 0
   Covestor Ltd 1321 - 2024-03-31 670 $15,000 46
  100 Records found
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