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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 - 2023-12-31 3,524,604 $126,569,000 -158,064
   J P MORGAN CHASE & CO 1044 - 2023-12-31 1,550,247 $55,669,000 -448,777
   LPL FINANCIAL CORP 619 - 2023-12-31 987,556 $35,463,000 -76,831
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 241 - 2024-03-31 545,294 $21,190,000 -29,138
   COMMONWEALTH EQUITY SERVICES LLC. 458 - 2023-12-31 556,366 $19,979,000 60,964
   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 44 - 2023-12-31 365,507 $13,125,000 3,657
   Envestnet Portfolio Solutions Inc. 188 - 2023-12-31 328,598 $11,800,000 -3,318
   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
   FUND EVALUATION GROUP LLC 14 - 2023-12-31 277,198 $9,954,000 6,929
   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
   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 756 - 2023-12-31 223,875 $8,051,000 -5,035
   CAPTRUST FINANCIAL ADVISORS 454 - 2023-12-31 190,505 $6,841,000 19,942
   MISSION WEALTH MANAGEMENT LLC 61 - 2023-12-31 185,861 $6,674,000 -1,010
   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
   CI Private Wealth LLC 662 - 2023-12-31 161,549 $5,801,000 -4,835
   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
   Beacon Pointe Advisors LLC 258 - 2023-12-31 153,258 $5,503,000 -14,193
   Adviser Investments LLC 127 *New 2023-12-31 151,925 $5,456,000 151,925
   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
   EASTERN BANK - 2023-12-31 124,959 $4,487,000 1,650
   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
   ADVISORY SERVICES NETWORK, LLC 247 - 2023-12-31 104,664 $3,758,000 -5,602
   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
   Concord Wealth Partners 33 - 2023-12-31 97,545 $3,503,000 -26,831
   BAYSTATE WEALTH MANAGEMENT LLC 38 - 2023-12-31 96,238 $3,456,000 5,493
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 84 - 2023-12-31 95,097 $3,415,000 -314
   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
   PARK AVENUE SECURITIES LLC 276 - 2024-03-31 81,593 $3,171,000 287
   STALEY CAPITAL ADVISERS INC 65 - 2023-12-31 85,000 $3,052,000 -8,000
   Balanced Rock Investment Advisor 10 - 2023-12-31 84,870 $3,048,000 0
   WNY Asset Management LLC 39 - 2023-12-31 83,368 $2,994,000 -7,565
   Advisor Group Holdings Inc. 1547 - 2023-12-31 82,432 $2,960,000 -11,239
   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
   Global Assets Advisory LLC 135 *New 2024-03-31 99,794 $2,584,000 99,794
   PUTNAM FL INVESTMENT MANAGEMENT CO 191 - 2023-12-31 70,651 $2,537,000 -4,524
   Opes Wealth Management LLC 36 - 2023-12-31 69,855 $2,508,000 6,725
   SAVANT CAPITAL MANAGEMENT INC 248 - 2023-12-31 69,810 $2,507,000 -9,716
   3EDGE Asset Management LP 21 *New 2023-12-31 66,149 $2,375,000 66,149
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 505 - 2023-12-31 65,416 $2,349,000 4,009
   Cresset Asset Management LLC 514 - 2023-12-31 64,815 $2,328,000 35,028
   Merit Financial Group LLC 180 - 2023-12-31 64,438 $2,314,000 24
   HSBC HOLDINGS PLC 1156 - 2023-12-31 59,893 $2,151,000 -7,001
   Orion Portfolio Solutions LLC 604 - 2023-12-31 57,798 $2,088,000 -2,962
   Private Advisor Group LLC 763 - 2023-12-31 55,333 $1,987,000 -2,725
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 746 - 2023-09-30 57,639 $1,936,000 -9,513
   Mascoma Wealth Management LLC - 2023-12-31 51,851 $1,862,000 2,213
   PNC FINANCIAL SERVICES GROUP INC 907 - 2023-12-31 51,775 $1,859,000 -1,852
   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
   Evolution Advisers Inc. 13 - 2023-12-31 48,836 $1,761,000 -42
   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
   RICHARD BERNSTEIN ADVISORS LLC 189 - 2023-12-31 45,803 $1,645,000 10,559
   Equitable Holdings Inc. 464 - 2023-12-31 45,032 $1,617,000 14,365
   BAILARD BIEHL & KAISER INC 247 - 2023-12-31 40,218 $1,444,000 -7,105
   One Capital Management LLC 165 - 2023-12-31 38,553 $1,384,000 0
   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
   PrairieView Partners LLC - 2023-12-31 36,014 $1,293,000 300
   MARINER WEALTH ADVISORS, LLC 1266 - 2023-12-31 35,968 $1,292,000 -2,264
   Equita Financial Network Inc. 34 - 2023-12-31 34,545 $1,241,000 443
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 916 - 2023-12-31 32,405 $1,164,000 175
   Emerald Investment Partners LLC - 2023-12-31 30,219 $1,085,000 -18,696
   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
   BB&T CORP 1560 - 2023-12-31 27,966 $1,004,000 2,685
   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
   Bond & Devick Financial Network Inc. 38 - 2024-03-31 23,906 $929,000 1,574
   RSM US WEALTH MANAGEMENT LLC 275 - 2023-12-31 25,669 $922,000 0
   RFG Advisory Group LLC 374 - 2024-03-31 23,654 $919,000 -1,366
  100 Records found
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