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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
   Envestnet Portfolio Solutions Inc. 149 - 2024-03-31 798,624 $17,546,000 -264
   ENVESTNET ASSET MANAGEMENT INC 1307 - 2023-12-31 550,383 $12,252,000 -35,715
   WCG Wealth Advisors LLC 62 - 2023-12-31 272,272 $6,061,000 -1,542
   CREATIVE PLANNING 676 - 2023-12-31 157,416 $3,504,000 -3,668
   Financial Network Wealth Management LLC 16 - 2024-03-31 145,783 $3,144,000 -2,789
   Silver Oak Advisory Group Inc. 15 - 2024-03-31 97,865 $2,151,000 -3,125
   ROYAL BANK OF CANADA 2518 - 2023-12-31 95,651 $2,129,000 -4,876
   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
   FINANCIAL ARCHITECTS INC 87 - 2023-06-30 78,099 $1,717,000 -30,186
   Advisor Group Holdings Inc. 1822 - 2024-03-31 76,267 $1,676,000 -52,541
   UBS Group AG 3045 - 2023-12-31 70,133 $1,561,000 -23,383
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 116 - 2024-03-31 42,052 $924,000 -7,456
   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
   Kelman-Lazarov Inc. 59 - 2024-03-31 29,170 $641,000 -278
   Sandbox Financial Partners LLC 65 - 2024-03-31 19,626 $431,000 -1,165
   SEEDS INVESTOR LLC 97 - 2024-03-31 14,080 $309,000 -10,575
   MML INVESTORS SERVICES LLC 2060 - 2023-12-31 12,826 $286,000 -394
   Resources Investment Advisors Inc. 942 - 2024-03-31 12,432 $273,000 -301
   WNY Asset Management LLC 205 - 2024-03-31 11,210 $246,000 -172
   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
   Aaron Wealth Advisors 279 - 2024-03-31 9,965 $219,000 -317
   Smartleaf Asset Management LLC 585 - 2024-03-31 2,062 $46,000 -5,378
   CGC Financial Services LLC 141 - 2024-03-31 1,151 $25,000 -57,360
   IFP Advisors Inc 2514 - 2023-12-31 139 $3,000 -1,482
  28 Records found
  1    
  Page 1 of 1
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