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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  
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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/ 505 - 2024-03-31 6,628,406 $275,675,000 1,392,066
   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
   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
   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
   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
   HANSON MCCLAIN, INC. 192 - 2024-03-31 124,461 $5,176,000 8,325
   Dynamic Advisors Solutions LLC 168 - 2024-03-31 117,373 $4,882,000 4,688
   Rockefeller Capital Management L.P. 710 - 2024-03-31 111,820 $4,651,000 796
   THRIVENT FINANCIAL FOR LUTHERANS 877 - 2024-03-31 106,500 $4,429,000 5,220
   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
   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
   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
   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
   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
   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
   Klaas Financial Asset Advisors LLC 30 - 2024-03-31 36,346 $1,512,000 1,469
   Emerald Investment Partners LLC 119 - 2024-03-31 32,998 $1,372,000 127
   Equitable Holdings Inc. 549 - 2024-03-31 32,154 $1,337,000 217
   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
   BerganKDV Wealth Management LLC 128 - 2023-06-30 28,936 $1,070,000 10,653
   Sowell Financial Services LLC 340 - 2024-03-31 24,009 $999,000 2,443
   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
   Neumann Capital Management LLC 62 - 2024-03-31 21,664 $901,000 860
   Revolve Wealth Partners LLC 72 - 2024-03-31 19,717 $820,000 3,697
   Equita Financial Network Inc. 42 - 2024-03-31 18,279 $760,000 7,332
   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
   Silver Oak Advisory Group Inc. 31 - 2024-03-31 16,640 $693,000 4,699
   Merit Financial Group LLC 502 - 2024-03-31 17,138 $677,000 1,568
   MML INVESTORS SERVICES LLC 1633 - 2024-03-31 16,028 $667,000 432
   RTD Financial Advisors Inc. 69 - 2024-03-31 15,241 $634,000 1,029
   Evergreen Private Wealth LLC 52 - 2024-03-31 15,151 $630,000 843
   TriaGen Wealth Management LLC 84 - 2024-03-31 14,891 $619,000 26
   BRAGG FINANCIAL ADVISORS INC 237 - 2024-03-31 12,661 $527,000 739
   H D Vest Advisory Services 1042 - 2024-03-31 11,835 $492,000 208
   Bensler LLC 108 - 2024-03-31 11,700 $487,000 739
   Vahanian & Associates Financial Planning Inc. - 2023-12-31 12,360 $483,000 667
   Baird Financial Group Inc. 1395 - 2024-03-31 11,616 $483,000 174
   CX Institutional 373 - 2024-03-31 11,101 $462,000 1,507
   Chicago Partners Investment Group LLC 508 - 2024-03-31 9,825 $386,000 49
   Resonant Capital Advisors LLC 230 - 2024-03-31 9,100 $378,000 648
   Larson Financial Group LLC 287 - 2024-03-31 8,217 $342,000 1,330
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 880 - 2024-03-31 8,074 $336,000 545
   Stordahl Capital Management Inc. 40 - 2024-03-31 7,946 $330,000 40
   LexAurum Advisors LLC 214 - 2024-03-31 7,592 $316,000 780
   JANE STREET GROUP LLC 4328 - 2024-03-31 7,527 $313,000 7,527
   ADVISORY SERVICES NETWORK, LLC 1135 - 2024-03-31 7,457 $310,000 354
   Trust Co 111 - 2024-03-31 6,377 $265,000 521
   McNamara Financial Services Inc. 65 - 2024-03-31 5,878 $244,000 14
   Krasney Financial LLC 252 - 2024-03-31 5,839 $243,000 209
   US BANCORP 2439 - 2024-03-31 2,020 $84,000 175
   Farther Finance Advisors LLC 1063 - 2024-03-31 1,704 $70,000 21
   Steward Partners Investment Advisory LLC 2134 - 2024-03-31 1,123 $47,000 117
   ZRC WEALTH MANAGEMENT LLC 234 - 2024-03-31 1,014 $42,000 8
   Coppell Advisory Solutions LLC 630 - 2023-12-31 754 $29,000 380
   BAYSTATE WEALTH MANAGEMENT LLC 497 - 2023-12-31 689 $27,000 8
   Concord Wealth Partners 458 - 2024-03-31 599 $25,000 599
   ICA Group Wealth Management LLC 780 - 2024-03-31 444 $18,000 26
   Qube Research & Technologies Ltd 3210 - 2024-03-31 402 $17,000 305
   DT INVESTMENT PARTNERS, LLC 371 - 2024-03-31 138 $6,000 16
  86 Records found
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