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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
   TIAA FSB 54 - 2023-06-30 2,269,967 $83,966,000 -51,768
   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
   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
   Colorado Capital Management Inc. 9 - 2024-03-31 141,046 $5,866,000 -1,527
   WCG Wealth Advisors LLC 64 - 2024-03-31 126,179 $5,248,000 -3,198
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 746 - 2024-03-31 118,982 $4,948,000 -18,227
   BSW WEALTH PARTNERS 26 - 2024-03-31 115,466 $4,802,000 -1,363
   SILVERHAWK ASSET MANAGEMENT LLC 10 - 2023-06-30 120,529 $4,458,000 -292
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 708 - 2024-03-31 101,332 $4,214,000 -3,178
   WHITTIER TRUST CO 238 - 2024-03-31 70,768 $2,943,000 -2,755
   Goss Wealth Management LLC 560 - 2024-03-31 68,579 $2,852,000 -1,455
   HIGHTOWER ADVISORS, LLC 1288 - 2024-03-31 62,384 $2,592,000 -6,694
   IMPACTfolio LLC 14 - 2024-03-31 51,916 $2,159,000 -239,805
   LAZARD ASSET MANAGEMENT LLC 671 - 2024-03-31 43,286 $1,800,000 -1,330
   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
   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
   UMB BANK N A/MO 314 - 2024-03-31 26,467 $1,101,000 -1,065
   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
   Laurel Wealth Planning LLC 32 - 2024-03-31 23,530 $979,000 -2,983
   SAVANT CAPITAL MANAGEMENT INC 571 - 2024-03-31 21,849 $909,000 -1,325
   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
   OPPENHEIMER ASSET MANAGEMENT INC 744 - 2024-03-31 18,540 $771,000 -3,669
   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
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 530 - 2024-03-31 16,914 $696,000 -2,498
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1125 - 2024-03-31 16,651 $693,000 -904
   Balanced Rock Investment Advisor 34 - 2024-03-31 16,230 $675,000 -104
   YCMNET ADVISORS INC 135 - 2024-03-31 16,145 $671,000 -3,080
   Financial Connections Group Inc. - 2024-03-31 15,565 $648,000 -834
   Stratos Wealth Partners LTD. 794 - 2024-03-31 15,004 $624,000 -1,809
   Sandbox Financial Partners LLC 51 - 2024-03-31 14,918 $620,000 -4,711
   EQIS CAPITAL MANAGEMENT, INC. 387 - 2024-03-31 14,719 $612,000 -306
   Evolution Advisers Inc. 22 - 2024-03-31 14,215 $592,000 -842
   PACIFIC SUN FINANCIAL CORP 94 - 2024-03-31 14,026 $583,000 -1,120
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1186 - 2023-09-30 16,582 $577,000 -5,864
   Tradition Wealth Management LLC 205 - 2024-03-31 13,730 $571,000 -889
   CITIGROUP INC 2675 - 2024-03-31 13,331 $554,000 -879
   White Lighthouse Investment Management Inc. 83 - 2024-03-31 12,227 $509,000 -338
   McClarren Financial Advisors Inc. 45 - 2024-03-31 416 $497,000 -10,055
   Capasso Planning Partners LLC 65 - 2024-03-31 11,594 $482,000 -3,428
   DAVIDSON D A & CO 1033 - 2024-03-31 10,374 $431,000 -229
   Mutual Advisors LLC 745 - 2024-03-31 10,155 $422,000 -58
   Gerber Kawasaki Wealth & Investment Management 200 - 2024-03-31 9,160 $381,000 -1,066
   Perigon Wealth Management LLC 607 - 2024-03-31 9,107 $379,000 -1,059
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 267 - 2024-03-31 8,616 $358,000 -6,115
   PARK AVENUE SECURITIES LLC 1111 - 2024-03-31 8,392 $349,000 -87
   Good Life Advisors LLC 323 - 2024-03-31 8,209 $341,000 -29
   Quantum Financial Advisors LLC 94 - 2024-03-31 7,904 $329,000 -1,096
   EP WEALTH ADVISORS, INC. 619 - 2024-03-31 7,365 $306,000 -515
   SIGNATURE SECURITIES GROUP CORPORATION 160 - 2024-03-31 7,091 $295,000 -1
   SAGE ADVISORY SERVICES, LTD.CO. 47 - 2024-03-31 6,909 $287,000 -140
   FIRST UNITED BANK TRUST/ 132 - 2024-03-31 6,815 $283,000 -615
   Collaborative Wealth Managment Inc. 135 - 2024-03-31 6,187 $257,000 -252
   FIRST NATIONAL CORP /MA/ /ADV 145 - 2024-03-31 5,784 $226,000 -1
   New Insight Wealth Advisors 77 - 2024-03-31 5,315 $221,000 -25
   GREAT VALLEY ADVISOR GROUP INC. 690 - 2024-03-31 5,177 $216,000 -281
   CWM LLC 1503 - 2024-03-31 4,885 $203,000 -15,921
   AMERIVEST INVESTMENT MANAGEMENT LLC 168 - 2023-06-30 5,282 $195,000 -1,565
   TOWER RESEARCH CAPITAL LLC 1546 - 2024-03-31 3,925 $163,000 -4,026
   Cribstone Capital Management LLC 116 - 2022-12-31 4,439 $152,000 -347
   McIlrath & Eck LLC 146 - 2024-03-31 3,258 $135,000 -3
   PNC FINANCIAL SERVICES GROUP INC 2645 - 2024-03-31 2,253 $94,000 -1
   Milestone Investment Advisors LLC 87 - 2024-03-31 2,227 $93,000 -14
   AdvisorNet Financial Inc 659 - 2024-03-31 2,105 $88,000 -155
   Clarity Asset Management Inc. 56 - 2024-03-31 2,025 $84,000 -200
   S.A. Mason LLC 229 - 2024-03-31 1,835 $76,000 -735
   COMERICA BANK 2652 - 2024-03-31 1,622 $67,000 -86
   Smartleaf Asset Management LLC 687 - 2024-03-31 641 $25,000 -1,766
   Sargent Bickham Lagudis LLC 612 - 2022-12-31 557 $19,000 -191
   Ronald Blue Trust Inc. 1474 - 2024-03-31 216 $9,000 -384
   NBC SECURITIES INC. 1978 - 2024-03-31 49 $2,000 -16
  84 Records found
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