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Disclosery

NUHY NUSHARES ETF TR

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ESG HI TLD CRP (fund)

57 managers (58 13F filers) reported a position in NUHY shares at 2024-12-31, 3,105,592 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
57
13F filers
58
New
7
Added
26
Reduced
15
Sold out
1
Shares held by filers
3,105,592

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding429,036$9.07M+11,620Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp371,211$7.84M<0.01%-17,98813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY344,037$7.27M<0.01%+11,08013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…305,655$6.46M0.02%+30113F-HRTimeline
MATHER GROUP, LLC.221,636$4.68M0.06%+34,74413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/170,956$3.61M<0.01%-4,00713F-HRTimelineGroup
UBS Group AGin group UBS Group AG140,002$2.96M<0.01%+17,21013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.126,187$2.67M0.09%+9,71013F-HRTimeline
LPL Financial LLC126,085$2.66M<0.01%+13,28513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC114,894$2.43M<0.01%+2,07913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO96,030$2.03M<0.01%+13,72613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,226$1.23M<0.01%+35,82113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC53,331$1.13M0.03%+60513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,958$950K<0.01%+3,87113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,319$789K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers36,637$774K<0.01%-29213F-HRTimeline
HighTower Advisors, LLC33,416$706K<0.01%+59313F-HRTimeline
Olde Wealth Management, LLC32,417$684K0.24%-25613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD28,192$596K0.54%13F-HRTimeline
Simplicity Wealth,LLC28,192$596K0.12%new13F-HRTimeline
Roberts Financial Services LLC25,190$532K0.1%+46613F-HRTimeline
Stewardship Advisors, LLC23,067$487K0.14%-70,72813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,012$465K<0.01%-5,43313F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.18,818$398K0.68%+18313F-HRTimeline
Blue Barn Wealth, LLC18,733$396K0.21%-35813F-HRTimeline
Moss Adams Wealth Advisors LLC17,016$360K0.04%-1,65613F-HRTimeline
Perigon Wealth Management, LLC16,378$349K0.01%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.15,883$336K0.02%-17713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,788$312K<0.01%+1,17813F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…13,325$282K0.01%+1,00013F-HRTimeline
Meriwether Wealth & Planning, LLC13,193$279K0.2%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,115$277K<0.01%13F-HR/ATimelineGroup
Legacy Financial Advisors, Inc.12,760$270K0.04%+35213F-HRTimeline
NATURAL INVESTMENTS, LLC11,406$241K0.07%13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,858$229K0.09%new13F-HRTimeline
Friedenthal Financial10,737$227K0.13%+413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,242$174K<0.01%-1,81413F-HR/ATimelineGroup
WealthShield Partners, LLC7,597$161K0.02%-44013F-HRTimeline
4Thought Financial Group Inc.5,376$114K0.07%+14213F-HRTimeline
OARSMAN CAPITAL, INC.3,896$82.3K0.01%+3013F-HRTimeline
Continuum Advisory, LLC3,526$74.5K0.01%+113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,305$69.8K0.02%+19713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,834$59.9K<0.01%+3113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,675$35K<0.01%+1,63313F-HRTimelineGroup
Aptus Capital Advisors, LLC868$18.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc825$17.4K<0.01%-18,53113F-HRTimeline
Allworth Financial LP440$9.4K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA425$9K<0.01%013F-HRTimelineGroup
Denver PWM, LLC323$6.82K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$3.51K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.120$2.54K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV97$2.05K<0.01%013F-HRTimeline
Global Retirement Partners, LLC95$2.01K<0.01%-4013F-HRTimeline
IFP Advisors, Inc75$1.59K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35$740<0.01%-36,91013F-HRTimelineGroup
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 LLC9,976$211M-58113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.