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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TIAA TRUST NATIONAL ASSOCIATION 48 - 2024-03-31 3,784,021 $147,047,000 259,417
   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
   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
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 14 - 2023-12-31 545,914 $19,604,000 470,859
   EMPIRICAL FINANCIAL SERVICES, LLC 39 - 2024-03-31 383,379 $14,898,000 17,872
   Lido Advisors LLC 128 - 2023-12-31 317,645 $11,407,000 4,270
   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
   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
   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
   BANK OF NEW YORK MELLON CORP 2269 - 2024-03-31 144,277 $5,607,000 17,522
   EASTERN BANK 92 - 2024-03-31 142,043 $5,520,000 17,084
   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
   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
   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
   PARK AVENUE SECURITIES LLC 276 - 2024-03-31 81,593 $3,171,000 287
   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
   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
   Evolution Advisers Inc. 13 - 2024-03-31 48,976 $1,904,000 140
   STRATEGIC POINT INVESTMENT ADVISORS LLC 24 - 2023-12-31 47,759 $1,715,000 1,360
   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
   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
   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
   Johnson Bixby & Associates LLC 42 - 2024-03-31 26,709 $1,038,000 603
   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
   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
   Addison Advisors LLC 72 - 2024-03-31 19,806 $770,000 1,260
   KESTRA PRIVATE WEALTH SERVICES LLC 645 - 2024-03-31 19,078 $741,000 1,479
   COMMERCE BANK N A/MO 721 - 2024-03-31 18,990 $738,000 220
   WELLS FARGO & CO/MN 3178 - 2024-03-31 18,326 $712,000 166
   MML INVESTORS SERVICES LLC 1558 - 2023-12-31 19,659 $706,000 2,122
   AIFG Consultants Ltd. 22 - 2024-03-31 17,654 $686,000 955
   HTLF Bank 124 - 2024-03-31 16,090 $625,000 3,406
   Falcon Wealth Planning 70 - 2024-03-31 15,699 $610,000 1,292
   HARBOUR INVESTMENTS INC. 492 - 2023-12-31 16,259 $584,000 6,049
   Kelman-Lazarov Inc. 67 - 2024-03-31 13,975 $543,000 201
   MODERA WEALTH MANAGEMENT, LLC 375 - 2023-12-31 14,033 $504,000 14,033
   Legacy Financial Group LLC 66 - 2024-03-31 12,714 $494,000 12,714
   Better Money Decisions LLC 40 - 2024-03-31 12,187 $474,000 436
   Baldrige Asset Management LLC 72 - 2023-03-31 13,740 $468,000 404
   BUCKINGHAM ASSET MANAGEMENT, LLC 484 - 2024-03-31 11,843 $460,000 2,036
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1631 - 2024-03-31 11,546 $449,000 2,042
   PFG Investments LLC 573 - 2024-03-31 11,482 $446,000 11,482
   Wescott Financial Advisory Group LLC 116 - 2023-12-31 11,064 $397,000 636
   GUARANTY TRUST CO OF MISSOURI /MO/ 446 - 2024-03-31 10,006 $389,000 1,581
   H D Vest Advisory Services 1170 - 2024-03-31 9,689 $377,000 465
   Per Stirling Capital Management LLC. 154 - 2023-12-31 10,080 $362,000 793
   Confluence Wealth Services Inc. 248 - 2024-03-31 9,297 $361,000 3,246
   Fountainhead AM LLC 78 - 2024-03-31 9,207 $358,000 711
   Onyx Bridge Wealth Group LLC 179 - 2024-03-31 9,511 $354,000 2,346
   Steward Partners Investment Advisory LLC 1143 - 2023-12-31 9,815 $352,000 97
   PENOBSCOT WEALTH MANAGEMENT 52 - 2024-03-31 9,019 $350,000 912
   Kestra Advisory Services LLC 1758 - 2023-12-31 9,364 $336,000 1,512
   McAdam LLC 212 - 2024-03-31 8,481 $330,000 1,094
   Operose Advisors LLC 81 - 2023-12-31 9,025 $324,000 4,637
   Capital Analysts Inc. 363 - 2023-12-31 8,983 $323,000 222
   MULTIFINANCIAL SECURITIES CORP 1385 - 2023-12-31 8,769 $315,000 1,232
   Stratos Wealth Partners LTD. 1108 - 2024-03-31 7,325 $285,000 33
   RVW Wealth LLC 124 - 2024-03-31 7,024 $273,000 41
   Chicago Partners Investment Group LLC 602 - 2024-03-31 7,046 $264,000 477
   Garrett Investment Advisors LLC 229 - 2024-03-31 6,601 $257,000 143
   VERUS CAPITAL PARTNERS LLC 286 - 2024-03-31 6,522 $253,000 505
   MILESTONE GROUP INC 163 - 2024-03-31 6,292 $245,000 467
   TD Waterhouse Canada Inc. 735 - 2024-03-31 4,695 $245,000 38
   Global Retirement Partners LLC 1101 - 2024-03-31 2,434 $95,000 63
   VisionPoint Advisory Group LLC 222 - 2024-03-31 2,151 $84,000 4
   DB Wealth Management Group LLC 149 - 2023-12-31 1,689 $61,000 1,058
   ICA Group Wealth Management LLC 491 - 2023-12-31 1,540 $55,000 1,540
   NATIONAL BANK OF CANADA /FI/ 1592 - 2023-12-31 1,382 $50,000 139
   Milestone Investment Advisors LLC 103 - 2023-12-31 562 $20,000 12
   PRINCIPAL SECURITIES INC. 2372 - 2024-03-31 220 $9,000 10
   Dunhill Financial LLC 719 - 2023-12-31 3 $0 3
  98 Records found
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