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Get Institutions for : 
Nushares Esg Large Cap Value Etf (NULV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 210    2
Total shares held : 
 34,756,760  
% of shares held : 
 13.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -1,040,049  
% of shares held change : 
   -0.42%  
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 :
15
 405,165
 1.17%
 
Increased Positions :
70
 910,148
 2.62%
 
Unchanged Positions :
39
 804,470
 2.31%
 
Decreased Positions :
86
-2,173,551
-6.25%
 
Closed Positions :
13
-181,811
-0.52%
 
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/ 313 - 2023-12-31 13,773,446 $494,604,000 -394,254
   TIAA FSB 38 - 2023-06-30 4,686,676 $162,393,000 -110,119
   TIAA TRUST NATIONAL ASSOCIATION 48 - 2024-03-31 3,784,021 $147,047,000 259,417
   J P MORGAN CHASE & CO 1084 - 2024-03-31 1,542,860 $59,956,000 -7,387
   LPL FINANCIAL CORP 603 - 2024-03-31 1,071,558 $41,641,000 84,002
   THRIVENT FINANCIAL FOR LUTHERANS 312 - 2023-12-31 940,900 $33,788,000 15,087
   MORGAN STANLEY 2150 - 2023-12-31 915,622 $32,880,000 -145,586
   UBS Group AG 948 - 2023-12-31 772,418 $27,738,000 -31,613
   ENVESTNET ASSET MANAGEMENT INC 886 - 2023-12-31 733,488 $26,340,000 48,285
   COMMONWEALTH EQUITY SERVICES LLC. 440 - 2024-03-31 602,189 $23,401,000 45,823
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 241 - 2024-03-31 545,294 $21,190,000 -29,138
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 14 - 2023-12-31 545,914 $19,604,000 470,859
   Money Design Co.Ltd. 24 - 2024-03-31 498,585 $19,375,000 -4,503
   EMPIRICAL FINANCIAL SERVICES, LLC 39 - 2024-03-31 383,379 $14,898,000 17,872
   Envestnet Portfolio Solutions Inc. 195 - 2024-03-31 326,123 $12,673,000 -2,475
   Lido Advisors LLC 128 - 2023-12-31 317,645 $11,407,000 4,270
   Clarity Asset Management Inc. 4 - 2023-12-31 304,503 $10,935,000 0
   AMERIPRISE FINANCIAL INC 1737 - 2023-12-31 274,252 $9,848,000 -20,433
   OBrien Wealth Partners LLC 12 - 2024-03-31 250,216 $9,723,000 3,958
   FUND EVALUATION GROUP LLC 14 - 2024-03-31 236,716 $9,199,000 -40,482
   MERCER GLOBAL ADVISORS INC /ADV 329 - 2023-12-31 246,427 $8,849,000 65,559
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 874 - 2024-03-31 220,253 $8,559,000 5,438
   HIGHTOWER ADVISORS, LLC 767 - 2024-03-31 207,054 $8,043,000 -16,821
   MISSION WEALTH MANAGEMENT LLC 78 - 2024-03-31 188,079 $7,309,000 2,218
   CAPTRUST FINANCIAL ADVISORS 454 - 2023-12-31 190,505 $6,841,000 19,942
   BSW WEALTH PARTNERS 21 - 2024-03-31 164,644 $6,398,000 -4,977
   HANSON MCCLAIN, INC. 166 - 2024-03-31 163,469 $6,352,000 11,141
   CGC Financial Services LLC 6 - 2024-03-31 151,235 $5,877,000 15,347
   Ropes Wealth Advisors LLC 19 - 2023-09-30 174,479 $5,861,000 -2,965
   Adviser Investments LLC 137 - 2024-03-31 145,687 $5,661,000 -6,238
   CI Private Wealth LLC 679 - 2024-03-31 145,571 $5,657,000 -15,978
   BANK OF NEW YORK MELLON CORP 2269 - 2024-03-31 144,277 $5,607,000 17,522
   Ameritas Advisory Services LLC 74 - 2023-12-31 155,945 $5,600,000 -91,707
   EASTERN BANK 92 - 2024-03-31 142,043 $5,520,000 17,084
   Beacon Pointe Advisors LLC 258 - 2023-12-31 153,258 $5,503,000 -14,193
   REGATTA CAPITAL GROUP LLC 18 - 2024-03-31 136,731 $5,313,000 -79,994
   Cetera Investment Advisers 422 - 2023-12-31 145,210 $5,214,000 -4,897
   Vestmark Advisory Solutions Inc. 89 - 2023-12-31 139,379 $5,005,000 -2,017
   Goss Wealth Management LLC 357 - 2023-12-31 132,320 $4,758,000 -4,400
   Stewardship Advisors LLC 20 - 2024-03-31 118,227 $4,594,000 4,966
   Invera Wealth Advisors LLC 8 - 2024-03-31 113,827 $4,171,000 2,120
   ST GERMAIN D J CO INC 100 - 2024-03-31 104,887 $4,076,000 4,287
   ROYAL BANK OF CANADA 2047 - 2023-12-31 112,467 $4,038,000 -110,992
   3EDGE Asset Management LP 19 - 2024-03-31 99,205 $3,855,000 33,056
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 105 - 2024-03-31 95,311 $3,704,000 214
   PFG FINANCIAL ADVISORS 42 - 2024-03-31 94,912 $3,688,000 -192
   MARINO STRAM & ASSOCIATES LLC 21 - 2024-03-31 90,274 $3,508,000 1,044
   BAYSTATE WEALTH MANAGEMENT LLC 38 - 2023-12-31 96,238 $3,456,000 5,493
   WNY Asset Management LLC 39 - 2024-03-31 87,365 $3,395,000 3,997
   BRYN MAWR TRUST CO/PA 125 - 2023-09-30 101,029 $3,394,000 426
   EP WEALTH ADVISORS, INC. 200 - 2023-12-31 93,966 $3,374,000 -21,144
   STALEY CAPITAL ADVISERS INC 62 - 2024-03-31 85,000 $3,303,000 0
   PARK AVENUE SECURITIES LLC 276 - 2024-03-31 81,593 $3,171,000 287
   Balanced Rock Investment Advisor 10 - 2023-12-31 84,870 $3,048,000 0
   ADVISORY SERVICES NETWORK, LLC 343 - 2024-03-31 77,516 $3,012,000 -27,148
   Concord Wealth Partners 48 - 2024-03-31 75,028 $2,916,000 -22,517
   One Day In July LLC 42 - 2024-03-31 72,831 $2,830,000 2,683
   CX Institutional 175 - 2024-03-31 71,316 $2,771,000 8,646
   UMB BANK N A/MO 208 - 2024-03-31 71,242 $2,768,000 659
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 522 - 2024-03-31 69,538 $2,702,000 4,122
   SAVANT CAPITAL MANAGEMENT INC 283 - 2024-03-31 68,767 $2,672,000 -1,043
   Opes Wealth Management LLC 38 - 2024-03-31 66,740 $2,594,000 -3,115
   Global Assets Advisory LLC 135 *New 2024-03-31 99,794 $2,584,000 99,794
   PUTNAM FL INVESTMENT MANAGEMENT CO 190 - 2024-03-31 65,789 $2,557,000 -4,862
   Merit Financial Group LLC 232 - 2024-03-31 67,822 $2,539,000 3,384
   Mascoma Wealth Management LLC 19 - 2024-03-31 62,503 $2,429,000 10,652
   Cresset Asset Management LLC 514 - 2023-12-31 64,815 $2,328,000 35,028
   PNC FINANCIAL SERVICES GROUP INC 887 - 2024-03-31 55,366 $2,152,000 3,591
   HSBC HOLDINGS PLC 1156 - 2023-12-31 59,893 $2,151,000 -7,001
   Advisor Group Holdings Inc. 1637 - 2024-03-31 55,281 $2,148,000 -27,151
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 746 - 2023-09-30 57,639 $1,936,000 -9,513
   Private Advisor Group LLC 827 - 2024-03-31 49,508 $1,924,000 -5,825
   Evolution Advisers Inc. 13 - 2024-03-31 48,976 $1,904,000 140
   RAYMOND JAMES & ASSOCIATES 2207 - 2024-03-31 46,419 $1,804,000 -1,224
   PFS INVESTMENTS INC. 336 - 2023-06-30 52,060 $1,804,000 -618
   STRATEGIC POINT INVESTMENT ADVISORS LLC 24 - 2023-12-31 47,759 $1,715,000 1,360
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 372 - 2023-12-31 47,186 $1,694,000 -1,066
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1963 - 2024-03-31 43,190 $1,678,000 26,147
   Equitable Holdings Inc. 464 - 2023-12-31 45,032 $1,617,000 14,365
   Equita Financial Network Inc. 31 - 2024-03-31 39,516 $1,536,000 4,971
   BAILARD BIEHL & KAISER INC 255 - 2024-03-31 39,217 $1,524,000 -1,001
   Orion Portfolio Solutions LLC 807 - 2024-03-31 37,168 $1,444,000 -20,630
   PrairieView Partners LLC 51 - 2024-03-31 36,147 $1,405,000 133
   CLS INVESTMENT FIRM LLC 641 - 2022-12-31 38,125 $1,305,000 654
   STIFEL FINANCIAL CORP 1972 - 2023-12-31 36,142 $1,298,000 166
   MARINER WEALTH ADVISORS, LLC 1266 - 2023-12-31 35,968 $1,292,000 -2,264
   Emerald Investment Partners LLC 132 - 2024-03-31 30,028 $1,167,000 -191
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 916 - 2023-12-31 32,405 $1,164,000 175
   FMR LLC 2310 - 2023-12-31 29,865 $1,072,000 9,077
   Gateway Wealth Partners LLC 61 *New 2023-12-31 29,272 $1,051,000 29,272
   Johnson Bixby & Associates LLC 42 - 2024-03-31 26,709 $1,038,000 603
   HARVEST GROUP WEALTH MANAGEMENT LLC 26 - 2023-03-31 30,199 $1,029,000 -2,562
   Curtis Advisory Group LLC 46 - 2024-03-31 26,025 $1,011,000 10,548
   BB&T CORP 1560 - 2023-12-31 27,966 $1,004,000 2,685
   RSM US WEALTH MANAGEMENT LLC 275 - 2024-03-31 25,669 $997,000 0
   FINANCIAL NETWORK 1377 - 2023-12-31 27,738 $996,000 -4,861
   Revolve Wealth Partners LLC 68 - 2024-03-31 25,006 $972,000 10,640
   Tradition Wealth Management LLC 130 - 2023-12-31 26,986 $969,000 1,540
   Private Wealth Management Group LLC 31 - 2024-03-31 24,318 $945,000 414
   Bond & Devick Financial Network Inc. 38 - 2024-03-31 23,906 $929,000 1,574
  100 Records found
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