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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    2
Total shares held : 
 19,807,173  
% of shares held : 
 87.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -572,851  
% of shares held change : 
   -2.52%  
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
 181,461
 0.92%
 
Increased Positions :
82
 678,794
 3.43%
 
Unchanged Positions :
48
 384,346
 1.94%
 
Decreased Positions :
70
-1,258,547
-6.35%
 
Closed Positions :
17
-174,559
-0.88%
 
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
   BANK OF AMERICA CORP /DE/ 505 - 2024-03-31 6,628,406 $275,675,000 1,392,066
   TIAA FSB 54 - 2023-06-30 2,269,967 $83,966,000 -51,768
   TIAA TRUST NATIONAL ASSOCIATION 67 - 2024-03-31 1,599,180 $66,510,000 23,772
   MORGAN STANLEY 1632 - 2024-03-31 1,364,101 $56,733,000 39,560
   Abacus Wealth Partners LLC 4 - 2024-03-31 1,184,317 $49,256,000 8,701
   ROYAL BANK OF CANADA 816 - 2024-03-31 911,063 $37,891,000 -189,658
   MISSION WEALTH MANAGEMENT LLC 20 - 2024-03-31 777,060 $32,318,000 -22,895
   LPL FINANCIAL CORP 863 - 2024-03-31 570,737 $23,737,000 -19,007
   UBS Group AG 1177 - 2024-03-31 495,752 $20,618,000 43,583
   MERCER GLOBAL ADVISORS INC /ADV 204 - 2024-03-31 454,535 $18,927,000 56,213
   ENVESTNET ASSET MANAGEMENT INC 1197 - 2024-03-31 410,020 $17,053,000 44,697
   AMERIPRISE FINANCIAL INC 1474 - 2024-03-31 356,864 $14,860,000 -11,608
   Ameritas Advisory Services LLC 43 - 2024-03-31 300,351 $12,492,000 -21,534
   WELLS FARGO & CO/MN 1448 - 2024-03-31 275,099 $11,441,000 -19,270
   BANK OF NEW YORK MELLON CORP 1902 - 2024-03-31 267,734 $11,135,000 -21,761
   CREATIVE PLANNING 420 - 2024-03-31 228,755 $9,514,000 -13,205
   CI Private Wealth LLC 614 - 2024-03-31 168,067 $6,990,000 110,270
   First Pacific Financial 14 - 2024-03-31 165,277 $6,874,000 6,401
   COMMONWEALTH EQUITY SERVICES LLC. 1050 - 2024-03-31 145,666 $6,058,000 5,552
   Colorado Capital Management Inc. 9 - 2024-03-31 141,046 $5,866,000 -1,527
   EASTERN BANK 91 - 2024-03-31 134,296 $5,585,000 7,711
   STIFEL FINANCIAL CORP 1085 - 2024-03-31 132,760 $5,522,000 2,681
   WCG Wealth Advisors LLC 64 - 2024-03-31 126,179 $5,248,000 -3,198
   HANSON MCCLAIN, INC. 192 - 2024-03-31 124,461 $5,176,000 8,325
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 746 - 2024-03-31 118,982 $4,948,000 -18,227
   Dynamic Advisors Solutions LLC 168 - 2024-03-31 117,373 $4,882,000 4,688
   BSW WEALTH PARTNERS 26 - 2024-03-31 115,466 $4,802,000 -1,363
   Rockefeller Capital Management L.P. 710 - 2024-03-31 111,820 $4,651,000 796
   SILVERHAWK ASSET MANAGEMENT LLC 10 - 2023-06-30 120,529 $4,458,000 -292
   THRIVENT FINANCIAL FOR LUTHERANS 877 - 2024-03-31 106,500 $4,429,000 5,220
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 708 - 2024-03-31 101,332 $4,214,000 -3,178
   GeoWealth Management LLC 112 *New 2024-03-31 93,711 $3,897,000 93,711
   Cable Hill Partners LLC 19 - 2024-03-31 99,572 $3,802,000 0
   First Ascent Asset Management LLC 33 - 2023-12-31 83,266 $3,256,000 18,048
   DeDora Capital Inc. 24 - 2024-03-31 74,948 $3,117,000 7,692
   WHITTIER TRUST CO 238 - 2024-03-31 70,768 $2,943,000 -2,755
   Beacon Pointe Advisors LLC 416 - 2024-03-31 69,420 $2,887,000 22,137
   J P MORGAN CHASE & CO 2765 - 2024-03-31 68,676 $2,856,000 8,386
   Goss Wealth Management LLC 560 - 2024-03-31 68,579 $2,852,000 -1,455
   MULTIFINANCIAL SECURITIES CORP 673 *New 2024-03-31 66,403 $2,762,000 66,403
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1464 - 2024-03-31 66,277 $2,756,000 1,061
   CB&T WEALTH MANAGEMENT 15 - 2024-03-31 63,122 $2,625,000 218
   HIGHTOWER ADVISORS, LLC 1288 - 2024-03-31 62,384 $2,592,000 -6,694
   Stonehearth Capital Management LLC 18 - 2024-03-31 60,347 $2,510,000 504
   Lido Advisors LLC 353 - 2024-03-31 60,152 $2,502,000 42,570
   Adviser Investments LLC 213 - 2024-03-31 58,647 $2,439,000 404
   PALISADES HUDSON ASSET MANAGEMENT L.P. 21 - 2024-03-31 53,620 $2,230,000 16,884
   IMPACTfolio LLC 14 - 2024-03-31 51,916 $2,159,000 -239,805
   MODERA WEALTH MANAGEMENT, LLC 216 - 2024-03-31 51,716 $2,151,000 1,697
   CGC Financial Services LLC 8 - 2024-03-31 51,226 $2,131,000 218
   PFG Investments LLC 189 - 2024-03-31 48,441 $2,015,000 2,913
   Arlington Financial Advisors LLC 44 - 2024-03-31 48,372 $2,012,000 788
   LAKE STREET ADVISORS GROUP LLC 149 - 2024-03-31 44,629 $1,856,000 44,629
   SilverOak Wealth Management LLC 29 - 2024-03-31 44,487 $1,850,000 346
   LAZARD ASSET MANAGEMENT LLC 671 - 2024-03-31 43,286 $1,800,000 -1,330
   WHITTIER TRUST CO OF NEVADA INC 237 - 2024-03-31 39,911 $1,660,000 8,616
   FMR LLC 2221 - 2024-03-31 38,984 $1,621,000 4,225
   Wescott Financial Advisory Group LLC 58 - 2024-03-31 38,899 $1,618,000 1,500
   Envestnet Portfolio Solutions Inc. 700 - 2024-03-31 38,813 $1,614,000 -389
   Advisor Group Holdings Inc. 1868 - 2024-03-31 38,240 $1,591,000 -4,924
   PFG FINANCIAL ADVISORS 73 - 2024-03-31 37,998 $1,580,000 -204
   Klaas Financial Asset Advisors LLC 30 - 2024-03-31 36,346 $1,512,000 1,469
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2090 - 2024-03-31 36,091 $1,501,000 -63,705
   Brio Consultants LLC 53 - 2024-03-31 33,615 $1,398,000 -343
   Walkner Condon Financial Advisors LLC 76 - 2024-03-31 33,637 $1,398,000 -1,051
   Emerald Investment Partners LLC 119 - 2024-03-31 32,998 $1,372,000 127
   MARINER WEALTH ADVISORS, LLC 1305 *New 2024-03-31 32,888 $1,368,000 32,888
   Adroit Compliance LLC 30 - 2023-12-31 34,877 $1,364,000 0
   Equitable Holdings Inc. 549 - 2024-03-31 32,154 $1,337,000 217
   PFS INVESTMENTS INC. 360 *New 2023-06-30 32,317 $1,195,000 32,317
   JONES FINANCIAL COMPANIES LLLP 242 - 2024-03-31 28,571 $1,188,000 2,197
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 196 - 2024-03-31 27,523 $1,145,000 10
   Pathstone Holdings LLC 1205 - 2024-03-31 27,123 $1,128,000 245
   HARBOUR INVESTMENTS INC. 336 - 2023-12-31 28,672 $1,121,000 754
   UMB BANK N A/MO 314 - 2024-03-31 26,467 $1,101,000 -1,065
   BerganKDV Wealth Management LLC 128 - 2023-06-30 28,936 $1,070,000 10,653
   FINANCIAL NETWORK 1415 - 2024-03-31 25,576 $1,064,000 -977
   Pioneer Wealth Management Group 24 - 2024-03-31 24,515 $1,020,000 -1,123
   Orion Portfolio Solutions LLC 970 - 2024-03-31 24,516 $1,020,000 -2,908
   Sowell Financial Services LLC 340 - 2024-03-31 24,009 $999,000 2,443
   Addison Advisors LLC 64 - 2024-03-31 23,820 $991,000 0
   Laurel Wealth Planning LLC 32 - 2024-03-31 23,530 $979,000 -2,983
   RVW Wealth LLC 68 - 2024-03-31 23,522 $978,000 176
   US FINANCIAL ADVISORS LLC 41 - 2024-03-31 23,460 $976,000 1,087
   One Capital Management LLC 182 - 2024-03-31 22,986 $956,000 15,982
   PATHSTONE FAMILY OFFICE, LLC 740 - 2023-09-30 26,878 $936,000 18,641
   SAVANT CAPITAL MANAGEMENT INC 571 - 2024-03-31 21,849 $909,000 -1,325
   Scott Capital Advisors LLC 26 - 2024-03-31 22,039 $901,000 0
   Neumann Capital Management LLC 62 - 2024-03-31 21,664 $901,000 860
   Private Advisor Group LLC 1215 - 2024-03-31 20,950 $871,000 -1,502
   Relyea Zuckerberg Hanson LLC 82 - 2024-03-31 19,867 $826,000 -6,683
   Revolve Wealth Partners LLC 72 - 2024-03-31 19,717 $820,000 3,697
   OPPENHEIMER ASSET MANAGEMENT INC 744 - 2024-03-31 18,540 $771,000 -3,669
   Equita Financial Network Inc. 42 - 2024-03-31 18,279 $760,000 7,332
   COLONY GROUP, LLC 649 - 2024-03-31 18,236 $758,000 -17,683
   RAYMOND JAMES & ASSOCIATES 2756 - 2024-03-31 18,129 $754,000 -311
   FINANCIAL ARCHITECTS INC 171 - 2023-06-30 19,539 $723,000 1,060
   Vestmark Advisory Solutions Inc. 348 - 2024-03-31 17,249 $717,000 1,448
   Ipsen Advisor Group LLC 28 - 2022-12-31 20,653 $706,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 530 - 2024-03-31 16,914 $696,000 -2,498
  100 Records found
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