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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: 
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
   BANK OF AMERICA CORP /DE/ 501 - 2024-03-31 3,654,833 $278,791,000 -300,035
   TIAA TRUST NATIONAL ASSOCIATION 40 - 2024-03-31 2,499,671 $190,675,000 110,463
   TIAA FSB 35 - 2023-06-30 3,058,911 $190,295,000 -181,090
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 183 - 2024-03-31 348,597 $26,591,000 -10,631
   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
   AMERIPRISE FINANCIAL INC 1429 - 2024-03-31 210,192 $16,041,000 -43,507
   Envestnet Portfolio Solutions Inc. 172 - 2024-03-31 200,124 $15,265,000 -4,405
   Money Design Co.Ltd. 32 - 2024-03-31 196,399 $14,981,000 -14,001
   Lido Advisors LLC 117 - 2024-03-31 193,714 $14,777,000 -38,280
   Clarity Asset Management Inc. 4 *New 2024-03-31 180,973 $13,805,000 180,973
   RVW Wealth LLC 28 - 2024-03-31 161,772 $12,340,000 -3,898
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 808 - 2024-03-31 128,289 $9,786,000 28,967
   HIGHTOWER ADVISORS, LLC 750 - 2024-03-31 109,662 $8,368,000 -4,234
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 548 - 2024-03-31 98,141 $7,486,000 4,729
   MISSION WEALTH MANAGEMENT LLC 77 - 2024-03-31 96,527 $7,363,000 -4,718
   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
   DeDora Capital Inc. 14 - 2024-03-31 75,977 $5,796,000 -7,960
   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
   US BANCORP 592 - 2024-03-31 62,855 $4,795,000 -8,308
   One Capital Management LLC 114 - 2024-03-31 59,184 $4,515,000 1,205
   Stewardship Advisors LLC 21 - 2024-03-31 58,397 $4,455,000 -1,108
   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
   Beacon Pointe Advisors LLC 358 - 2024-03-31 49,497 $3,776,000 -869
   Advisor Group Holdings Inc. 1246 - 2024-03-31 48,330 $3,687,000 -10,925
   WELLS FARGO & CO/MN 2208 - 2024-03-31 45,598 $3,478,000 -2,353
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1268 - 2024-03-31 43,492 $3,318,000 -17,744
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 498 - 2024-03-31 42,140 $3,214,000 1,471
   WCG Wealth Advisors LLC 96 - 2024-03-31 37,499 $2,860,000 -1,234
   Laurel Wealth Planning LLC 18 - 2024-03-31 37,033 $2,825,000 957
   Evolution Advisers Inc. 12 - 2024-03-31 34,428 $2,627,000 -2,374
   IMPACTfolio LLC 10 - 2024-03-31 32,268 $2,461,000 -2,304
   RETIREMENT CAPITAL STRATEGIES 28 *New 2024-03-31 30,135 $2,299,000 30,135
   COLDSTREAM CAPITAL MANAGEMENT INC 172 - 2024-03-31 29,637 $2,261,000 2,153
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 759 - 2024-03-31 29,433 $2,245,000 -1,142
   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
   CI Private Wealth LLC 1018 - 2024-03-31 26,121 $1,993,000 -1,005
   MULTIFINANCIAL SECURITIES CORP 837 *New 2024-03-31 25,270 $1,928,000 25,270
   Cable Hill Partners LLC 23 - 2024-03-31 27,861 $1,912,000 0
   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
   Colorado Capital Management Inc. 30 - 2024-03-31 21,402 $1,632,000 -149
   Equitable Holdings Inc. 511 - 2024-03-31 20,548 $1,567,000 -2,338
   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
   PARK AVENUE SECURITIES LLC 511 - 2024-03-31 18,923 $1,443,000 -2,217
   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
   Baltimore-Washington Financial Advisors Inc. 80 - 2024-03-31 17,438 $1,330,000 -20
   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
   KINGSWOOD WEALTH ADVISORS LLC 162 - 2024-03-31 16,327 $1,245,000 -6,501
   FINANCIAL ARCHITECTS INC 125 - 2023-06-30 19,003 $1,182,000 -441
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 921 - 2023-09-30 19,411 $1,164,000 -5,136
   McMahon Financial Advisors LLC 46 - 2024-03-31 14,585 $1,113,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 203 - 2024-03-31 14,071 $1,073,000 -293
   Emerald Investment Partners LLC 138 - 2024-03-31 14,031 $1,070,000 -2,960
   Curtis Advisory Group LLC 45 - 2024-03-31 13,620 $1,039,000 3,641
   MERCER GLOBAL ADVISORS INC /ADV 945 *New 2024-03-31 13,603 $1,037,000 13,603
   Redwood Financial Network Corp 34 - 2024-03-31 13,388 $1,021,000 3,323
   LOCKERMAN FINANCIAL GROUP INC. 9 - 2024-03-31 12,758 $973,000 -2,022
   NATIONAL ASSET MANAGEMENT, INC. 532 - 2024-03-31 16,209 $972,000 -3,544
   AdvisorNet Financial Inc 205 - 2024-03-31 12,729 $971,000 -490
   Kestra Advisory Services LLC 1276 - 2024-03-31 12,253 $935,000 1,337
   Stratos Wealth Partners LTD. 662 - 2024-03-31 12,221 $932,000 -2,076
   EQIS CAPITAL MANAGEMENT, INC. 265 - 2024-03-31 12,207 $931,000 -249
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 99 - 2024-03-31 11,113 $848,000 3,008
   COZAD ASSET MANAGEMENT INC 204 - 2024-03-31 10,750 $820,000 0
   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
   Walkner Condon Financial Advisors LLC 115 - 2024-03-31 9,757 $744,000 -626
   RFG Advisory Group LLC 427 - 2024-03-31 9,241 $705,000 -661
   SAGE FINANCIAL GROUP INC 58 - 2024-03-31 8,970 $684,000 -390
   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
   PFG FINANCIAL ADVISORS 132 - 2024-03-31 8,147 $621,000 -39
   Falcon Wealth Planning 69 - 2024-03-31 8,104 $618,000 438
   EP WEALTH ADVISORS, INC. 472 - 2024-03-31 8,055 $614,000 -2,304
   COMMERCE BANK N A/MO 779 - 2024-03-31 8,039 $613,000 140
   Onyx Bridge Wealth Group LLC 133 - 2024-03-31 7,964 $590,000 -6,350
   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
   Wescott Financial Advisory Group LLC 103 - 2024-03-31 7,472 $570,000 -366

  100 Records found
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