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Disclosery

NUBD NUSHARES ETF TR

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NUVEEN ESG US (fund)

111 managers (113 13F filers) reported a position in NUBD shares at 2025-09-30, 12,646,655 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
111
13F filers
113
New
7
Added
51
Reduced
34
Sold out
8
Shares held by filers
12,646,655

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,577,084$35.4M<0.01%+78,82413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,388,983$31.2M+107,461Timeline
First Pacific Financial1,083,576$24.3M3.38%+29,29713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp969,753$21.8M<0.01%+420,21013F-HRTimelineGroup
Cambridge Investment Research Advisors,…863,300$19.4M0.05%+12,18513F-HRTimeline
LPL Financial LLC409,041$9.19M<0.01%-72,48713F-HRTimeline
Vestmark Advisory Solutions, Inc.408,896$9.18M0.18%-390,87413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding405,399$9.11M+96,302Timeline
CGN Advisors LLC374,191$8.4M0.69%+56,63513F-HRTimeline
Westfuller Advisors, LLC310,870$6.98M3.17%+2,95413F-HRTimeline
Composition Wealth, LLC280,930$6.31M0.09%+22,09013F-HRTimeline
Koss-Olinger Consulting, LLC275,279$6.13M0.51%013F-HRTimeline
Charter Oak Capital Management, LLC242,339$5.44M0.43%-35313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,185$5.33M<0.01%-30,00313F-HR/ATimelineGroup
WCG Wealth Advisors LLC197,032$4.42M0.28%-172,90313F-HRTimeline
Stanich Group LLC183,799$4.13M2.53%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC173,755$3.9M0.01%+25,31613F-HRTimelineGroup
Colorado Capital Management, Inc.154,495$3.47M1.34%-9,24613F-HRTimeline
Perigon Wealth Management, LLC134,836$3.03M0.06%+43,44513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,948$3.01M<0.01%+58,96013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC128,624$2.89M0.02%+5,23213F-HRTimelineGroup
Boston Standard Wealth Management, LLC124,358$2.79M0.47%+4,74113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123,697$2.78M<0.01%-22,84213F-HRTimelineGroup
Evolution Advisers, Inc.121,431$2.73M1.23%+5,39513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN112,393$2.52M<0.01%+6,87913F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES107,446$2.41M0.93%-1,18013F-HRTimeline
Silver Oak Advisory Group, Inc.107,187$2.41M1.09%-11,67513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC102,796$2.31M0.03%+54,42913F-HRTimeline
MAYPORT, LLC94,104$2.11M0.46%013F-HRTimeline
Olde Wealth Management, LLC92,974$2.08M0.64%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,654$1.99M<0.01%-18,78913F-HRTimeline
UBS Group AGin group UBS Group AG86,511$1.94M<0.01%+5,48913F-HRTimelineGroup
UMB Bank, n.a.85,449$1.92M0.03%+70813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,266$1.74M<0.01%+46,51113F-HRTimelineGroup
Cetera Investment Advisers75,035$1.68M<0.01%+60,99913F-HRTimeline
HighTower Advisors, LLC67,968$1.53M<0.01%-1,51313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC54,122$1.22M<0.01%+11,59813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,366$1.18M<0.01%+5,57013F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC51,221$1.15M0.56%+1,59013F-HRTimeline
Litman Gregory Wealth Management LLC47,574$1.07M0.08%-7,62013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\42,968$965K<0.01%+2113F-HRTimelineGroup
Atria Investments, Inc42,543$955K0.01%+2,74313F-HRTimeline
Wealthfront Advisers LLC41,822$939K<0.01%-32113F-HRTimeline
Gitterman Wealth Management, LLC36,753$825K0.19%+2,53213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.36,455$819K0.06%+96313F-HRTimelineGroup
Allworth Financial LP36,409$818K<0.01%-60313F-HRTimeline
SageView Advisory Group, LLC36,234$814K0.03%+14913F-HRTimeline
Mariner, LLCin group Mariner, LLC34,134$766K<0.01%-39013F-HRTimelineGroup
D.A. DAVIDSON & CO.33,793$759K<0.01%+23713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,481$752K<0.01%-44313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC31,493$707K0.01%+1,74213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,365$704K<0.01%+913F-HRTimeline
BayBridge Capital Group, LLC30,643$688K0.44%+7613F-HRTimeline
Kelman-Lazarov, Inc.29,859$670K0.1%-20113F-HRTimeline
Legacy Financial Group LLC28,125$632K0.08%-3,24513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,172$588K<0.01%-63,45913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,694$555K0.01%+2,33213F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.24,412$548K0.69%-14913F-HRTimeline
Avantax Planning Partners, Inc.21,359$480K0.01%-1,59313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,281$478K<0.01%-8913F-HRTimelineGroup
Walkner Condon Financial Advisors LLC20,920$470K0.07%-15213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,680$464K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC20,404$458K0.03%+27113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,534$439K0.01%-2,32713F-HRTimeline
Lifelong Wealth Advisors, Inc.19,098$429K0.13%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…17,238$387K0.01%+2,19413F-HRTimeline
Parallel Advisors, LLC14,850$333K0.01%+5,40013F-HRTimeline
LexAurum Advisors, LLC14,739$331K0.05%-98213F-HRTimeline
Davis Wealth Advisors, LLC14,406$323K0.29%-33913F-HRTimeline
Etesian Wealth Advisors, Inc.14,223$319K0.11%+35613F-HRTimeline
Canal Capital Management, LLC13,739$308K0.05%+13213F-HRTimeline
Cherry Tree Wealth Management, LLC12,962$291K0.06%-1,86313F-HRTimeline
SGL Investment Advisors, Inc.12,027$270K0.11%+1,30913F-HRTimeline
Aaron Wealth Advisors LLC12,003$270K0.02%013F-HRTimeline
Sanctuary Advisors, LLC11,387$256K<0.01%new13F-HR/ATimeline
Avior Wealth Management, LLC11,025$248K0.01%+10513F-HRTimeline
Creative Planningin group Creative Planning9,680$217K<0.01%-3,60013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,680$217K0.09%013F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,635$216K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,602$216K<0.01%013F-HRTimelineGroup
Integrated Advisors Network LLC9,469$213K0.01%-5,53013F-HRTimeline
Stordahl Capital Management, Inc.9,297$209K0.04%-62313F-HRTimeline
LongView Asset Management LLC9,284$208K0.14%-5,93013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV9,274$208K0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,995$202K<0.01%+1,36213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,465$190K<0.01%+2113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,664$172K0.01%+3613F-HRTimelineGroup
Rossby Financial, LCC7,537$169K0.06%+39013F-HRTimeline
IAG Wealth Partners, LLC5,016$113K0.01%013F-HRTimeline
Millstone Evans Group, LLC4,389$98.6K0.06%013F-HRTimeline
PRIVATE TRUST CO NA4,109$92.3K0.01%+1,94713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,674$82.5K0.02%13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…3,140$70.5K0.06%-18313F-HRTimeline
Measured Wealth Private Client Group, L…2,736$61.4K0.02%new13F-HRTimeline
Quaker Wealth Management, LLC2,697$60.6K0.02%+213F-HRTimeline
FMR LLCin group FMR LLC2,158$48.5K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,090$46.9K<0.01%new13F-HRTimelineGroup
Tidemark, LLC1,925$43.2K0.01%013F-HRTimeline
TFC Financial Management, Inc.1,278$28.7K<0.01%+16713F-HRTimeline
Covestor Ltd1,026$23K0.01%+23113F-HRTimeline
Global Retirement Partners, LLC968$21.7K<0.01%-3,38713F-HRTimeline
Bank of New Hampshire780$17.5K<0.01%013F-HRTimeline
MAI Capital Management613$13.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC458$10.3K<0.01%+2213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…415$9.32K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC408$9.16K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC407$9.14K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV273$6.13K<0.01%013F-HRTimeline
WealthShield Partners, LLC248$5.57K<0.01%013F-HRTimeline
Smithfield Trust Co151$3K<0.01%013F-HRTimeline
COMERICA BANK17$392<0.01%-2,42313F-HRTimeline