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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/ 470 - 2023-12-31 3,954,868 $274,745,000 -6,681
   TIAA FSB 35 - 2023-06-30 3,058,911 $190,295,000 -181,090
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,389,208 $165,978,000 -369,857
   LPL FINANCIAL CORP 538 - 2023-12-31 640,781 $44,515,000 -48,922
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 183 - 2024-03-31 348,597 $26,591,000 -10,631
   COMMONWEALTH EQUITY SERVICES LLC. 377 - 2023-12-31 368,297 $25,586,000 31,265
   MORGAN STANLEY 2456 - 2023-12-31 357,973 $24,868,000 34,524
   THRIVENT FINANCIAL FOR LUTHERANS 400 - 2023-12-31 328,089 $22,792,000 -4,669
   ENVESTNET ASSET MANAGEMENT INC 1070 - 2023-12-31 269,630 $18,731,000 2,750
   Refined Wealth Management 2 - 2024-03-31 235,139 $17,936,000 689
   AMERIPRISE FINANCIAL INC 1335 - 2023-12-31 253,699 $17,625,000 -63,543
   UBS Group AG 1158 - 2023-12-31 247,795 $17,214,000 -8,738
   Lido Advisors LLC 92 - 2023-12-31 231,994 $16,126,000 -16
   Money Design Co.Ltd. 32 - 2024-03-31 196,399 $14,981,000 -14,001
   Envestnet Portfolio Solutions Inc. 163 - 2023-12-31 204,529 $14,209,000 -681
   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 765 - 2023-12-31 113,896 $7,907,000 -2,299
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 548 - 2024-03-31 98,141 $7,486,000 4,729
   MISSION WEALTH MANAGEMENT LLC 58 - 2023-12-31 101,245 $7,033,000 -3,343
   Vestmark Advisory Solutions Inc. 71 - 2023-12-31 85,388 $5,932,000 -3,760
   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 428 - 2023-12-31 71,594 $4,974,000 3,425
   US BANCORP 570 - 2023-12-31 71,163 $4,944,000 61,929
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1231 - 2023-12-31 61,236 $4,254,000 54,123
   CAPTRUST FINANCIAL ADVISORS 610 - 2023-12-31 61,175 $4,250,000 3,243
   Advisor Group Holdings Inc. 1333 - 2023-12-31 59,255 $4,125,000 -12,980
   ROYAL BANK OF CANADA 2033 - 2023-12-31 59,014 $4,100,000 19,359
   UMB BANK N A/MO 181 - 2024-03-31 52,827 $4,030,000 86
   One Capital Management LLC 117 - 2023-12-31 57,979 $4,028,000 -1,422
   Beacon Pointe Advisors LLC 355 - 2023-12-31 50,366 $3,499,000 -5,954
   Goss Wealth Management LLC 460 - 2023-12-31 48,046 $3,383,000 -9,894
   WELLS FARGO & CO/MN 2164 - 2023-12-31 47,951 $3,331,000 351
   Laurel Wealth Planning LLC 18 - 2024-03-31 37,033 $2,825,000 957
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 479 - 2023-12-31 40,669 $2,825,000 2,758
   WCG Wealth Advisors LLC 105 - 2023-12-31 38,733 $2,691,000 -6,643
   Evolution Advisers Inc. 12 - 2023-12-31 36,802 $2,523,000 -28
   IMPACTfolio LLC 10 - 2024-03-31 32,268 $2,461,000 -2,304
   CITADEL ADVISORS LLC 2234 - 2023-12-31 31,573 $2,193,000 31,573
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 741 - 2023-12-31 30,575 $2,124,000 -1,679
   L & S ADVISORS INC 103 - 2023-12-31 29,194 $2,028,000 2,696
   Cetera Investment Advisers 804 - 2023-12-31 28,277 $1,964,000 -1,407
   Cable Hill Partners LLC 23 - 2023-12-31 27,861 $1,912,000 23,904
   COLDSTREAM CAPITAL MANAGEMENT INC 185 - 2023-12-31 27,484 $1,909,000 818
   CI Private Wealth LLC 1024 - 2023-12-31 27,126 $1,884,000 1,755
   Golden State Equity Partners 54 - 2023-12-31 25,537 $1,774,000 1,155
   Mascoma Wealth Management LLC - 2023-12-31 23,902 $1,660,000 1,063
   Colorado Capital Management Inc. 30 - 2024-03-31 21,402 $1,632,000 -149
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 384 - 2023-12-31 23,191 $1,611,000 531
   Equitable Holdings Inc. 469 - 2023-12-31 22,886 $1,590,000 -6,413
   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
   CX Institutional 229 - 2024-03-31 18,573 $1,417,000 1,635
   NATIONAL ASSET MANAGEMENT, INC. 446 - 2023-12-31 19,753 $1,373,000 3,544
   J P MORGAN CHASE & CO 3163 - 2023-12-31 19,637 $1,364,000 19,389
   PNC FINANCIAL SERVICES GROUP INC 1016 - 2023-12-31 19,510 $1,355,000 -586
   RAYMOND JAMES & ASSOCIATES 2401 - 2024-03-31 17,246 $1,316,000 3,504
   GOLDMAN SACHS GROUP INC/ 3382 - 2023-12-31 18,864 $1,310,000 -2,555
   KINGSWOOD WEALTH ADVISORS LLC 162 - 2024-03-31 16,327 $1,245,000 -6,501
   IHT Wealth Management LLC 330 - 2023-12-31 17,782 $1,235,000 654
   Baltimore-Washington Financial Advisors Inc. 85 - 2023-12-31 17,458 $1,213,000 -83
   FINANCIAL ARCHITECTS INC 125 - 2023-06-30 19,003 $1,182,000 -441
   Emerald Investment Partners LLC - 2023-12-31 16,991 $1,181,000 -9,381
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 921 - 2023-09-30 19,411 $1,164,000 -5,136
   FINANCIAL NETWORK 1271 - 2023-12-31 16,716 $1,161,000 578
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 295 - 2023-12-31 16,234 $1,128,000 1,179
   McMahon Financial Advisors LLC 46 - 2024-03-31 14,585 $1,113,000 0
   Trademark Financial Management LLC 26 - 2023-12-31 15,689 $1,090,000 0
   MARINER WEALTH ADVISORS, LLC 1383 - 2023-12-31 15,266 $1,061,000 9,297
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 169 - 2023-12-31 14,364 $998,000 -1,226
   Onyx Bridge Wealth Group LLC 78 - 2023-12-31 14,314 $994,000 3,862
   LOCKERMAN FINANCIAL GROUP INC. 9 - 2024-03-31 12,758 $973,000 -2,022
   AdvisorNet Financial Inc 205 - 2024-03-31 12,729 $971,000 -490
   Stratos Wealth Partners LTD. 662 - 2024-03-31 12,221 $932,000 -2,076
   EQIS CAPITAL MANAGEMENT, INC. 290 *New 2023-12-31 12,456 $865,000 12,456
   Equita Financial Network Inc. 40 - 2023-12-31 11,580 $804,000 1,735
   Kestra Advisory Services LLC 1259 - 2023-12-31 10,916 $758,000 -8,646
   COZAD ASSET MANAGEMENT INC 204 - 2023-12-31 10,750 $747,000 0
   Walkner Condon Financial Advisors LLC 115 - 2024-03-31 9,757 $744,000 -626
   EP WEALTH ADVISORS, INC. 418 - 2023-12-31 10,359 $720,000 5,009
   RFG Advisory Group LLC 427 - 2024-03-31 9,241 $705,000 -661
   BB&T CORP 1755 - 2023-12-31 10,061 $699,000 704
   Redwood Financial Network Corp 45 - 2023-12-31 10,065 $699,000 1,483
   Curtis Advisory Group LLC 46 - 2023-12-31 9,979 $693,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 219 - 2023-12-31 9,548 $663,000 -7,348
   MML INVESTORS SERVICES LLC 1595 - 2023-12-31 9,398 $653,000 2,102
   SAGE FINANCIAL GROUP INC 59 - 2023-12-31 9,360 $650,000 1,235
   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
   LINCOLN NATIONAL CORP 599 - 2023-12-31 8,719 $606,000 -522
   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
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 119 - 2023-12-31 8,105 $563,000 -1,405
   Personal Resources Investment & Strategic Manageme 39 - 2024-03-31 7,356 $561,000 -218
   White Lighthouse Investment Management Inc. - 2023-12-31 7,966 $553,000 1,079

  100 Records found
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