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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  
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            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
   Envestnet Portfolio Solutions Inc. 133 - 2023-12-31 798,888 $17,783,000 43,200
   MORGAN STANLEY 2949 - 2023-12-31 681,695 $15,175,000 94,731
   ENVESTNET ASSET MANAGEMENT INC 1307 - 2023-12-31 550,383 $12,252,000 -35,715
   BANK OF AMERICA CORP /DE/ 2367 - 2023-12-31 453,079 $10,086,000 290,541
   BANK OF NEW YORK MELLON CORP 2007 - 2024-03-31 412,788 $9,069,000 76,540
   WCG Wealth Advisors LLC 62 - 2023-12-31 272,272 $6,061,000 -1,542
   COLONY GROUP, LLC 210 *New 2023-12-31 271,447 $6,042,000 271,447
   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
   BerganKDV Wealth Management LLC 47 - 2023-06-30 241,677 $5,313,000 55,939
   LPL FINANCIAL CORP 1674 - 2023-12-31 225,390 $5,017,000 -25,672
   Vestmark Advisory Solutions Inc. 96 - 2023-12-31 216,091 $4,810,000 11,628
   Miracle Mile Advisors LLC 127 - 2024-03-31 178,419 $3,920,000 42,430
   CREATIVE PLANNING 676 - 2023-12-31 157,416 $3,504,000 -3,668
   Financial Network Wealth Management LLC 15 - 2023-12-31 148,572 $3,307,000 -18,802
   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
   Advisor Group Holdings Inc. 1579 - 2023-12-31 128,808 $2,867,000 -3,055
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 499 - 2023-12-31 109,627 $2,440,000 7,243
   Private Advisor Group LLC 696 - 2023-12-31 105,320 $2,344,000 3,699
   COMMONWEALTH EQUITY SERVICES LLC. 1586 - 2023-12-31 101,470 $2,259,000 -1,432
   Silver Oak Advisory Group Inc. 13 - 2023-12-31 100,990 $2,248,000 13,631
   ROYAL BANK OF CANADA 2518 - 2023-12-31 95,651 $2,129,000 -4,876
   HIGHTOWER ADVISORS, LLC 1379 - 2023-12-31 94,103 $2,094,000 11,611
   MAYPORT LLC 21 - 2024-03-31 94,104 $2,067,000 0
   UMB BANK N A/MO 240 - 2024-03-31 91,704 $2,015,000 -1,025
   Boston Standard Wealth Management LLC 21 - 2024-03-31 80,885 $1,777,000 5,491
   MARINER WEALTH ADVISORS, LLC 1110 - 2023-12-31 79,338 $1,766,000 377
   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
   UBS Group AG 3045 - 2023-12-31 70,133 $1,561,000 -23,383
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 150 - 2023-12-31 60,051 $1,337,000 -3,133
   Gitterman Wealth Management LLC 11 - 2023-12-31 59,233 $1,319,000 320
   LOCKERMAN FINANCIAL GROUP INC. 6 - 2024-03-31 58,156 $1,278,000 5,687
   AdvisorNet Financial Inc 183 - 2024-03-31 53,425 $1,174,000 1,155
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 111 - 2023-12-31 49,508 $1,102,000 35,114
   AXXCESS WEALTH MANAGEMENT LLC 337 - 2023-12-31 49,230 $1,096,000 21,165
   CX Institutional 276 - 2024-03-31 48,281 $1,058,000 6,100
   US BANCORP 1080 - 2023-12-31 47,406 $1,055,000 596
   Evolution Advisers Inc. 20 - 2023-12-31 45,308 $1,004,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 71 - 2023-12-31 44,276 $986,000 7,285
   Keudell/Morrison Wealth Management 62 - 2023-12-31 42,845 $954,000 -330
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1258 - 2024-03-31 42,467 $933,000 2,622
   Cable Hill Partners LLC 35 - 2023-12-31 42,087 $929,000 2,112
   J P MORGAN CHASE & CO 3379 - 2023-12-31 40,218 $895,000 28,498
   MISSION WEALTH MANAGEMENT LLC 265 - 2023-12-31 37,819 $842,000 2,758
   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
   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. 56 - 2023-12-31 29,448 $656,000 7,658
   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
   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
   HARBOUR INVESTMENTS INC. 609 - 2023-12-31 18,138 $404,000 13,912
   Coastal Capital Group Inc. 57 - 2023-06-30 17,724 $390,000 0
   DAVIDSON D A & CO 1044 - 2023-12-31 16,885 $376,000 0
   Bear Mountain Capital Inc. 36 - 2024-03-31 16,691 $358,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2233 - 2023-12-31 15,657 $349,000 0
   Cherry Tree Wealth Management LLC 112 - 2023-12-31 14,989 $334,000 -3,316
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2828 - 2024-03-31 13,578 $298,000 1,894
   Stratos Wealth Partners LTD. 1098 - 2024-03-31 13,195 $290,000 0
   MML INVESTORS SERVICES LLC 2060 - 2023-12-31 12,826 $286,000 -394
   Resources Investment Advisors Inc. 927 - 2023-12-31 12,733 $283,000 12,733
   WNY Asset Management LLC 197 - 2023-12-31 11,382 $253,000 228
   Canal Capital Management LLC 132 - 2024-03-31 11,350 $249,000 0
   SAND HILL ADVISORS INC/CA 151 - 2023-12-31 11,028 $245,000 -306
   OLD MISSION CAPITAL LLC 785 - 2023-12-31 10,958 $244,000 -880
   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
   MULTIFINANCIAL SECURITIES CORP 1600 - 2023-12-31 9,509 $212,000 9,509
   TWO SIGMA SECURITIES LLC 854 *New 2023-12-31 9,395 $209,000 9,395
   STONNINGTON GROUP LLC 227 - 2023-03-31 9,300 $208,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 9,300 $207,000 9,300
   PRIVATE TRUST CO NA 694 - 2024-03-31 7,882 $173,000 1,942
   SUMMIT INVESTMENT ADVISORS INC 1379 - 2023-12-31 7,556 $168,000 39
   Smartleaf Asset Management LLC 346 - 2023-12-31 7,440 $166,000 0
   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 2700 - 2023-12-31 2,280 $51,000 6
   Tidemark LLC 243 - 2023-12-31 1,925 $43,000 0
   EverSource Wealth Advisors LLC 1014 - 2023-12-31 1,666 $37,000 0
   FRANKLIN RESOURCES INC 2489 - 2023-12-31 1,144 $25,000 0
   CGC Financial Services LLC 141 - 2024-03-31 1,151 $25,000 -57,360
   Goss Wealth Management LLC 2529 *New 2023-12-31 1,000 $22,000 1,000
   Covestor Ltd 1363 - 2023-12-31 624 $14,000 -129
   PROFFITT & GOODSON INC 199 - 2024-03-31 386 $8,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1178 - 2023-12-31 328 $7,000 -313
   Emerald Investment Partners LLC - 2023-12-31 283 $6,000 -50
   IFP Advisors Inc 2514 - 2023-12-31 139 $3,000 -1,482
   SMITHFIELD TRUST CO 970 - 2023-12-31 151 $3,000 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 136 - 2023-03-31 70 $2,000 0
   GRAND WEALTH MANAGEMENT LLC 75 *Closed 2023-12-31 0 $0 -36,639
  100 Records found
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