Skip to content
Disclosery

NUHY NUSHARES ETF TR

Follow

ESG HI TLD CRP (fund)

53 managers (54 13F filers) reported a position in NUHY shares at 2025-09-30, 3,117,786 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
54
New
2
Added
29
Reduced
11
Sold out
6
Shares held by filers
3,117,786

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding452,060$9.84M+24,788Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp366,013$7.97M<0.01%+1,88813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY322,388$7.02M<0.01%+33,17813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…289,664$6.31M0.02%-6,63813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/182,726$3.98M<0.01%+11,10613F-HR/ATimelineGroup
LPL Financial LLC175,712$3.83M<0.01%+25,13313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO149,668$3.26M<0.01%+20,29213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.140,726$3.06M0.06%-132,13813F-HRTimeline
UBS Group AGin group UBS Group AG135,556$2.95M<0.01%-87513F-HRTimelineGroup
Stewardship Advisors, LLC126,721$2.76M0.65%+3,45413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105,999$2.31M<0.01%+6,56213F-HRTimelineGroup
rebel Financial LLC0$2.01M0.88%-91,64313F-HRTimelineAmount filed as zero, left out of ratios.
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,466$1.34M<0.01%+15,70513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61,242$1.33M<0.01%+7,43413F-HRTimelineGroup
Perigon Wealth Management, LLC42,046$915K0.02%-6,10913F-HRTimeline
Institute for Wealth Management, LLC.40,133$874K0.09%-2,79913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO17,208$756K0.08%new13F-HRTimeline
Olde Wealth Management, LLC32,208$696K0.21%13F-HRTimeline
CWM, LLCin group CWM, LLC31,893$694K<0.01%+23313F-HRTimelineGroup
SageView Advisory Group, LLC31,666$689K0.02%+2,37113F-HRTimeline
HighTower Advisors, LLC30,666$668K<0.01%+48413F-HRTimeline
CRUX WEALTH ADVISORS29,923$651K0.26%+1,05913F-HRTimeline
GPS Wealth Strategies Group, LLC29,585$644K0.07%+13,12213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD28,192$614K0.41%013F-HRTimeline
Simplicity Wealth,LLC28,192$614K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,256$572K<0.01%+26,19513F-HR/ATimelineGroup
Moss Adams Wealth Advisors LLC17,837$388K0.03%+613F-HRTimeline
Blue Barn Wealth, LLC15,692$342K0.15%-4,77113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,167$308K<0.01%+1413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,027$305K<0.01%+95013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,579$296K<0.01%-2,47313F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…12,925$281K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.12,813$279K0.04%+1313F-HRTimeline
RMG Wealth Management LLC11,643$252K0.04%+3,54013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,162$243K<0.01%013F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.9,242$201K0.01%-13513F-HRTimelineGroup
Friedenthal Financial8,868$193K0.1%+413F-HRTimeline
WealthShield Partners, LLC7,287$159K0.02%+27513F-HRTimeline
COMERICA BANK6,442$140K<0.01%+4,26013F-HRTimeline
4Thought Financial Group Inc.5,395$117K0.06%+15713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,462$75.4K0.01%13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding2,896$63K-227Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,859$62K<0.01%+76413F-HRTimelineGroup
MATHER GROUP, LLC.2,747$59.8K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC2,035$44.3K0.01%+313F-HRTimeline
Rossby Financial, LCC1,484$32.2K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,022$22.2K0.02%-4513F-HRTimeline
Aptus Capital Advisors, LLC868$18.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc864$18.8K<0.01%013F-HRTimeline
IFP Advisors, Inc178$3.88K<0.01%+213F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$3.61K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.120$2.61K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV97$2.11K<0.01%013F-HRTimeline