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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 2025-03-31, 3,337,270 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
57
13F filers
58
New
4
Added
26
Reduced
17
Sold out
4
Shares held by filers
3,337,270

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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp453,798$9.61M<0.01%+82,58713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding422,826$8.96M-6,210Timeline
Cambridge Investment Research Advisors,…383,765$8.13M0.03%+78,11013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY368,030$7.79M<0.01%+23,99313F-HRTimelineGroup
MATHER GROUP, LLC.234,914$4.98M0.06%+13,27813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/160,357$3.4M<0.01%-10,59913F-HRTimelineGroup
LPL Financial LLC140,339$2.97M<0.01%+14,25413F-HRTimeline
UBS Group AGin group UBS Group AG138,981$2.94M<0.01%-1,02113F-HRTimelineGroup
Stewardship Advisors, LLC126,109$2.67M0.72%+103,04213F-HRTimeline
Vestmark Advisory Solutions, Inc.121,246$2.57M0.07%-4,94113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO115,232$2.44M<0.01%+19,20213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,964$1.71M<0.01%+22,73813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,109$1.21M<0.01%+19,79013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC50,391$1.07M<0.01%+5,43313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC50,178$1.06M0.03%-3,15313F-HRTimeline
HighTower Advisors, LLC33,749$715K<0.01%+33313F-HRTimeline
Olde Wealth Management, LLC32,319$684K0.24%-9813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD28,192$597K0.54%013F-HRTimeline
Simplicity Wealth,LLC28,192$597K0.05%013F-HRTimeline
Roberts Financial Services LLC25,323$536K0.1%+13313F-HRTimeline
SageView Advisory Group, LLC23,673$501K0.02%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC23,351$495K<0.01%-91,54313F-HRTimelineGroup
Blue Barn Wealth, LLC19,960$423K0.22%+1,22713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,199$385K<0.01%+5,08413F-HRTimelineGroup
Moss Adams Wealth Advisors LLC17,374$368K0.04%+35813F-HRTimeline
Perigon Wealth Management, LLC16,003$339K0.01%-37513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,185$300K<0.01%-60313F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…13,725$291K0.02%+40013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,570$287K<0.01%-8,44213F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.13,077$277K0.02%-2,80613F-HRTimelineGroup
NATURAL INVESTMENTS, LLC12,244$259K0.07%+83813F-HRTimeline
Legacy Financial Advisors, Inc.11,697$248K0.04%-1,06313F-HRTimeline
Meriwether Wealth & Planning, LLC11,236$238K0.16%-1,95713F-HRTimeline
Friedenthal Financial10,737$227K0.14%013F-HRTimeline
Legacy Financial Group LLC10,008$212K0.03%+3213F-HRTimeline
GPS Wealth Strategies Group, LLC9,826$208K0.03%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.9,706$206K0.31%-9,11213F-HRTimeline
WealthShield Partners, LLC7,597$161K0.02%013F-HRTimeline
4Thought Financial Group Inc.5,203$110K0.07%-17313F-HRTimeline
Continuum Advisory, LLC3,514$74.4K0.01%-1213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,361$71.2K0.02%13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,134$66K<0.01%+1,45913F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,848$60.3K<0.01%+1413F-HRTimelineGroup
Rossby Financial, LCC2,341$49.4K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,088$44K<0.01%+1,66313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,904$40.3K<0.01%+1,86913F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,756$37.2K0.04%13F-HRTimeline
Aptus Capital Advisors, LLC868$18.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc864$18.3K<0.01%+3913F-HRTimeline
Allworth Financial LP495$10.4K<0.01%+5513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$3.52K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151$3.22K<0.01%-8,09113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.120$2.54K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC102$2.16K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV97$2.05K<0.01%013F-HRTimeline
IFP Advisors, Inc76$1.61K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.