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Disclosery

NUBD NUSHARES ETF TR

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NUVEEN ESG US (fund)

114 managers (115 13F filers) reported a position in NUBD shares at 2025-03-31, 12,512,280 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
114
13F filers
115
New
5
Added
49
Reduced
43
Sold out
8
Shares held by filers
12,512,280

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,399,352$31M<0.01%-224,74413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,299,911$28.8M-2,537Timeline
First Pacific Financial1,047,489$23.2M4.72%+31,28213F-HRTimeline
Cambridge Investment Research Advisors,…874,788$19.4M0.07%-9,28813F-HRTimeline
Stanich Group LLC569,691$12.6M9.35%+32,95013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp483,425$10.7M<0.01%-82,43413F-HRTimelineGroup
LPL Financial LLC453,774$10.1M<0.01%+10,02313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/435,538$9.66M<0.01%-159,19013F-HRTimelineGroup
Koss-Olinger Consulting, LLC381,830$8.47M0.71%+4,51413F-HRTimeline
Vestmark Advisory Solutions, Inc.346,659$7.69M0.2%-20,66113F-HRTimeline
CGN Advisors LLC318,919$7.08M0.69%-1,56813F-HRTimeline
WCG Wealth Advisors LLC313,218$6.95M0.53%+7,13513F-HR/ATimeline
Westfuller Advisors, LLC304,856$6.76M4.52%+2,91913F-HRTimeline
Composition Wealth, LLC259,583$5.76M0.12%+17513F-HRTimeline
Charter Oak Capital Management, LLC246,360$5.47M0.5%-9,99513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth221,367$4.91M0.01%-87,16313F-HR/ATimelineGroup
Colorado Capital Management, Inc.176,406$3.91M1.82%+10,67713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,203$3.4M<0.01%-59813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC147,684$3.28M0.01%+15,85513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC146,035$3.24M<0.01%+5,65213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,898$3.06M<0.01%+19013F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC131,749$2.92M0.04%-9,95213F-HRTimelineGroup
Silver Oak Advisory Group, Inc.119,589$2.65M1.41%-6,59313F-HRTimeline
Evolution Advisers, Inc.116,036$2.57M1.35%+44,86413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,157$2.55M<0.01%-150,96113F-HR/ATimelineGroup
Olde Wealth Management, LLC110,776$2.46M0.87%-33,49613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN110,072$2.44M<0.01%+32,67413F-HRTimelineGroup
MAYPORT, LLC94,104$2.09M0.58%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES89,873$1.99M0.78%+70,19813F-HRTimeline
Boston Standard Wealth Management, LLC87,861$1.92M0.42%-8,29513F-HRTimeline
UMB Bank, n.a.86,154$1.91M0.03%-8,26113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC83,691$1.86M0.01%-3,35213F-HRTimeline
Perigon Wealth Management, LLC83,128$1.84M0.05%-76,44013F-HRTimeline
UBS Group AGin group UBS Group AG80,460$1.79M<0.01%-3,44013F-HRTimelineGroup
HighTower Advisors, LLC71,047$1.58M<0.01%+1,11013F-HRTimeline
Litman Gregory Wealth Management LLC55,050$1.22M0.1%+33,99513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,698$1.12M<0.01%-1,16513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC49,397$1.1M0.03%-2,98313F-HRTimeline
Cable Hill Partners, LLC48,367$1.07M0.1%+1,06913F-HRTimeline
A&I FINANCIAL SERVICES, LLC44,383$985K0.67%+5,86513F-HRTimeline
Wealthfront Advisers LLC43,906$974K<0.01%+1,50813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,843$928K<0.01%+1,61013F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.40,803$905K0.07%+15413F-HRTimelineGroup
Allworth Financial LP38,893$855K<0.01%-25813F-HRTimeline
SageView Advisory Group, LLC37,097$823K0.04%-70,25713F-HRTimeline
Mariner, LLCin group Mariner, LLC35,157$780K<0.01%-23,33413F-HRTimelineGroup
Gitterman Wealth Management, LLC34,704$770K0.2%+4,24113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,654$769K<0.01%-3,76313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,856$751K<0.01%+1,82413F-HRTimelineGroup
OneDigital Investment Advisors LLC33,684$747K0.01%+1,09013F-HRTimeline
Legacy Financial Group LLC33,654$747K0.11%-2,51013F-HRTimeline
Avantax Planning Partners, Inc.32,804$728K0.03%+88513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,682$725K0.02%-8,90013F-HRTimeline
Kelman-Lazarov, Inc.30,087$667K0.12%+10313F-HRTimeline
BayBridge Capital Group, LLC26,923$597K0.43%+19413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.26,774$594K0.9%-25,23513F-HRTimeline
NATURAL INVESTMENTS, LLC25,454$564K0.16%-28713F-HRTimeline
D.A. DAVIDSON & CO.24,889$552K<0.01%+1,41113F-HRTimeline
Integrated Advisors Network LLC23,688$526K0.03%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,175$514K0.01%+3,85913F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD22,644$502K0.45%013F-HRTimeline
Simplicity Wealth,LLC22,644$502K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,515$499K<0.01%+4,31513F-HRTimelineGroup
LongView Asset Management LLC22,334$495K0.43%-5,32913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,818$484K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC21,072$467K0.09%+6,49413F-HRTimeline
Davis Wealth Advisors, LLC20,401$453K0.51%-96813F-HRTimeline
Sound View Wealth Advisors Group, LLC18,714$415K0.03%+82513F-HRTimeline
Sandbox Financial Partners, LLC18,600$413K0.15%-52313F-HRTimeline
Lifelong Wealth Advisors, Inc.18,525$411K0.19%-28213F-HRTimeline
Cherry Tree Wealth Management, LLC17,575$390K0.09%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…17,070$379K0.02%+1,52713F-HRTimeline
FLOW TRADERS U.S. LLC16,698$370K0.02%-47,63713F-HRTimeline
LexAurum Advisors, LLC15,577$346K0.07%-3,81413F-HRTimeline
IHT Wealth Management, LLC14,652$325K0.01%-3,82113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,300$317K<0.01%new13F-HRTimelineGroup
WNY Asset Management, LLC14,204$315K0.04%+2,61213F-HRTimeline
Canal Capital Management, LLC13,607$302K0.05%+4013F-HRTimeline
Creative Planningin group Creative Planning13,280$295K<0.01%-10,20313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,791$284K<0.01%+16913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,026$267K<0.01%+2013F-HRTimeline
Aaron Wealth Advisors LLC12,003$266K0.03%+2,10813F-HRTimeline
Cetera Investment Advisers11,345$252K<0.01%-21113F-HRTimeline
Avior Wealth Management, LLC10,811$240K0.01%+6813F-HRTimeline
Stordahl Capital Management, Inc.10,341$229K0.05%-3913F-HRTimeline
Etesian Wealth Advisors, Inc.10,297$228K0.1%+98413F-HRTimeline
Rossby Financial, LCC10,054$222K0.1%+27713F-HRTimeline
SGL Investment Advisors, Inc.9,884$217K0.11%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,505$211K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,444$187K0.01%-61713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,656$170K0.01%+2313F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,258$117K<0.01%+20013F-HRTimelineGroup
Millstone Evans Group, LLC4,389$97.4K0.07%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4,271$94.8K0.09%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,098$90.9K0.02%13F-HRTimelineGroup
IAG Wealth Partners, LLC3,316$73.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,008$66.7K<0.01%-41413F-HRTimelineGroup
Midwest Capital Advisors, LLC2,916$64.7K0.04%+13713F-HRTimeline
COMERICA BANK2,416$53.6K<0.01%+1613F-HRTimeline
Tidemark, LLC1,925$42.7K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,663$36.9K<0.01%-50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,650$36.6K<0.01%-23,03113F-HRTimelineGroup
TFC Financial Management, Inc.1,111$24.6K<0.01%+41113F-HRTimeline
Covestor Ltd806$18K0.01%+2413F-HRTimeline
Bank of New Hampshire780$17.3K<0.01%013F-HRTimeline
MAI Capital Management613$13.6K<0.01%+6713F-HRTimeline
PROFFITT & GOODSON INC437$9.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC436$9.67K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…415$9.21K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC408$9.05K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV273$6.06K<0.01%013F-HRTimeline
WealthShield Partners, LLC248$5.5K<0.01%013F-HRTimeline
Smithfield Trust Co151$3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.