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Disclosery

NUBD NUSHARES ETF TR

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NUVEEN ESG US (fund)

117 managers (118 13F filers) reported a position in NUBD shares at 2024-12-31, 13,906,983 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
117
13F filers
118
New
12
Added
55
Reduced
31
Sold out
7
Shares held by filers
13,906,983

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,624,096$35.4M<0.01%-191,39013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,302,448$28.4M+26,516Timeline
First Pacific Financial1,016,207$22.1M5.15%+85,33813F-HRTimeline
Cambridge Investment Research Advisors,…884,076$19.3M0.06%-29,36513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/594,728$13M<0.01%+1,49013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp565,859$12.3M<0.01%+175,78913F-HRTimelineGroup
Stanich Group LLC536,741$11.7M8.73%13F-HRTimeline
LPL Financial LLC443,751$9.66M<0.01%+123,14913F-HRTimeline
Koss-Olinger Consulting, LLC377,316$8.22M0.72%+3,40013F-HRTimeline
Vestmark Advisory Solutions, Inc.367,320$8M0.28%+33,88113F-HRTimeline
Independent Advisor Alliance328,483$7.15M0.09%new13F-HRTimeline
CGN Advisors LLC320,487$6.98M0.68%+52,41413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth308,530$6.72M0.02%+11,91413F-HR/ATimelineGroup
WCG Wealth Advisors LLC306,083$6.67M0.44%+23,90413F-HRTimeline
Westfuller Advisors, LLC301,937$6.58M4.18%+3,40913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC266,118$5.8M0.01%+240,88713F-HRTimelineGroup
Composition Wealth, LLC259,408$5.65M0.11%+34,70913F-HRTimeline
Charter Oak Capital Management, LLC256,355$5.58M0.52%-91513F-HRTimeline
Stewardship Advisors, LLC235,536$5.13M1.42%new13F-HRTimeline
Colorado Capital Management, Inc.165,729$3.61M1.75%-2,86713F-HRTimeline
Perigon Wealth Management, LLC159,568$3.44M0.08%+94,61013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,801$3.35M<0.01%+13,00113F-HRTimeline
Olde Wealth Management, LLC144,272$3.14M1.12%-49113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC141,701$3.09M0.03%+6,89913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC140,383$3.06M<0.01%+82,01213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,708$3M<0.01%-8113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC131,829$2.87M0.01%+11,55913F-HRTimelineGroup
Silver Oak Advisory Group, Inc.126,182$2.75M1.45%+2713F-HRTimeline
SageView Advisory Group, LLC107,354$2.34M0.1%+38313F-HRTimeline
Boston Standard Wealth Management, LLC96,156$2.09M0.41%+5,64613F-HRTimeline
UMB Bank, n.a.94,415$2.06M0.03%+41713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAYPORT, LLC94,104$2.05M0.6%013F-HRTimeline
Private Advisor Group, LLC87,043$1.9M0.01%-22,52413F-HRTimeline
UBS Group AGin group UBS Group AG83,900$1.83M<0.01%-1,12813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,398$1.69M<0.01%+15,70113F-HRTimelineGroup
Evolution Advisers, Inc.71,172$1.55M0.85%+9,20513F-HRTimeline
HighTower Advisors, LLC69,937$1.52M<0.01%-9,74813F-HRTimeline
FLOW TRADERS U.S. LLC64,335$1.4M0.06%+6,15513F-HRTimeline
Mariner, LLCin group Mariner, LLC58,491$1.27M<0.01%-24,89213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC52,380$1.14M0.03%+95413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.52,009$1.13M1.93%+99413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\51,863$1.13M<0.01%+11,31213F-HRTimelineGroup
Cable Hill Partners, LLC47,298$1.03M0.1%+4,60313F-HRTimeline
Wealthfront Advisers LLC42,398$923K<0.01%+4,22113F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP41,582$906K0.02%-77613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.40,649$885K0.06%+16913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,233$876K<0.01%13F-HR/ATimelineGroup
Allworth Financial LP39,151$852K<0.01%+6,82413F-HRTimeline
A&I FINANCIAL SERVICES, LLC38,518$839K0.82%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,417$837K<0.01%-2,77513F-HR/ATimeline
Diversified Enterprises, LLC33,623$732K0.07%-3,98713F-HRTimeline
OneDigital Investment Advisors LLC32,594$710K0.01%+3,98213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,032$698K<0.01%-6,16513F-HRTimelineGroup
Avantax Planning Partners, Inc.31,919$695K0.03%+73013F-HRTimeline
Gitterman Wealth Management, LLC30,463$663K0.28%+11013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,462$663K<0.01%+11013F-HRTimelineGroup
Kelman-Lazarov, Inc.29,984$653K0.12%+10313F-HRTimeline
LongView Asset Management LLC27,663$603K0.53%13F-HRTimeline
BayBridge Capital Group, LLC26,729$582K0.42%+42213F-HRTimeline
NATURAL INVESTMENTS, LLC25,741$560K0.15%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,681$538K<0.01%-11,26813F-HR/ATimelineGroup
Creative Planningin group Creative Planning23,483$511K<0.01%-20,80413F-HRTimelineGroup
D.A. DAVIDSON & CO.23,478$511K<0.01%+48313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD22,644$493K0.45%13F-HRTimeline
Simplicity Wealth,LLC22,644$493K0.1%new13F-HRTimeline
Keudell/Morrison Wealth Management22,050$480K0.13%-12,78513F-HRTimeline
Davis Wealth Advisors, LLC21,369$465K0.51%13F-HRTimeline
Litman Gregory Wealth Management LLC21,055$459K0.04%-2,78413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES19,675$429K0.16%-86,71313F-HRTimeline
LexAurum Advisors, LLC19,391$422K0.08%+9213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,316$421K0.01%+2,30513F-HRTimelineGroup
Sandbox Financial Partners, LLC19,123$416K0.14%+18513F-HRTimeline
Lifelong Wealth Advisors, Inc.18,807$410K0.18%13F-HRTimeline
IHT Wealth Management, LLC18,473$402K0.01%-17,66013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,200$396K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC17,889$390K0.03%+24913F-HRTimeline
Cherry Tree Wealth Management, LLC17,575$383K0.09%-1,15013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…15,543$339K0.01%-83113F-HRTimeline
Walkner Condon Financial Advisors LLC14,578$318K0.06%-17,61813F-HRTimeline
Sanctuary Advisors, LLC14,398$315K<0.01%-31113F-HRTimeline
Canal Capital Management, LLC13,567$295K0.05%+2,09313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,622$275K<0.01%+63713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,006$261K<0.01%+98413F-HRTimeline
HRT FINANCIAL LP11,830$257K<0.01%new13F-HRTimeline
WNY Asset Management, LLC11,592$252K0.03%+13713F-HRTimeline
Cetera Investment Advisers11,556$252K<0.01%-99113F-HRTimeline
Avior Wealth Management, LLC10,743$234K0.01%+6,22613F-HRTimeline
Compound Planning, Inc.10,743$234K0.01%new13F-HRTimeline
Stordahl Capital Management, Inc.10,380$226K0.05%013F-HRTimeline
Aaron Wealth Advisors LLC9,895$216K0.03%013F-HRTimeline
Rossby Financial, LCC9,777$213K0.14%13F-HRTimeline
Etesian Wealth Advisors, Inc.9,313$203K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,061$197K0.01%-13513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,633$166K0.01%-713F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,058$110K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC4,389$95.6K0.07%13F-HRTimeline
Global Retirement Partners, LLC4,338$94.5K<0.01%+52713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,098$89.3K0.02%+4613F-HRTimelineGroup
FMR LLCin group FMR LLC3,422$74.5K<0.01%-1,98113F-HRTimelineGroup
IAG Wealth Partners, LLC3,316$72.2K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC2,779$60.5K0.04%13F-HRTimeline
COMERICA BANK2,400$52.3K<0.01%+2713F-HR/ATimeline
PRIVATE TRUST CO NA2,163$47.1K<0.01%-6,36013F-HRTimeline
Tidemark, LLC1,925$41.9K0.02%013F-HRTimeline
Covestor Ltd782$17K0.01%+5413F-HRTimeline
Bank of New Hampshire780$17K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.700$15.2K<0.01%new13F-HRTimeline
MAI Capital Management546$11.9K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC437$9.52K<0.01%+3313F-HRTimeline
Aptus Capital Advisors, LLC436$9.5K<0.01%+4813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…415$9.04K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC408$8.89K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV273$5.95K<0.01%013F-HRTimeline
WealthShield Partners, LLC248$5.4K<0.01%-3513F-HRTimeline
Smithfield Trust Co151$3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC36,164$788M-1,45113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.