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Disclosery

NULG NUSHARES ETF TR

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ETF (fund)

309 managers (316 13F filers) reported a position in NULG shares at 2026-06-30, 19,606,088 shares in all. 55 filers opened a position and 17 filers sold out during the quarter.

Managers
309
13F filers
316
New
55
Added
93
Reduced
105
Sold out
17
Shares held by filers
19,606,088

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,748,550$907M0.06%-398,16213F-HRTimelineGroup
TIAAgroup of 4 filers holding2,524,825$296M-55,192Timeline
LPL Financial LLC1,111,081$130M0.03%-55813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO991,582$114M0.01%+65,00413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC695,633$81.4M0.1%+18,64513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY569,147$66.6M<0.01%+11,04613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding518,398$60.7M+25,839Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC316,213$37M0.01%-7,75813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding279,427$32.7M+8,254Timeline
Cambridge Investment Research Advisors,…239,522$28M0.06%-4,39913F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp237,347$27.8M<0.01%+19,34113F-HRTimelineGroup
Beacon Pointe Advisors, LLC176,794$20.7M0.1%+21,34313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC143,889$16.8M<0.01%+106,33013F-HRTimelineGroup
RVW Wealth, LLC132,672$15.5M1.02%+4,43713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS126,692$14.8M0.02%-2,86013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP124,436$14.6M0.18%+16,85013F-HRTimeline
Cetera Investment Advisers114,889$13.4M0.01%+14,16613F-HRTimeline
WIN ADVISORS, INC99,015$11.6M4.13%new13F-HRTimeline
Impact Investors, Inc92,455$10.8M7.91%-6,93813F-HRTimeline
EP Wealth Advisors, LLC90,616$10.6M0.04%+45,62913F-HRTimeline
Laurel Wealth Planning LLC86,349$10.1M4.47%-70913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC85,481$10M0.13%-55,88513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,840$9.63M0.02%+5,41113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV80,355$9.41M0.01%+7,87513F-HR/ATimeline
DeDora Capital, Inc.80,070$9.37M2.04%+2,43213F-HRTimeline
WCG Wealth Advisors LLC70,682$8.27M0.2%-4,05213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,543$8.14M<0.01%-28,82813F-HRTimelineGroup
Francis Financial, Inc.66,909$7.83M1.29%-69313F-HRTimeline
Private Advisor Group, LLC66,777$7.82M0.04%+15,97413F-HRTimeline
HighTower Advisors, LLC66,438$7.78M0.01%-16,87913F-HRTimeline
Global Retirement Partners, LLC66,015$7.73M0.12%13F-HRTimeline
One Capital Management, LLC82,429$7.5M0.21%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,377$7.42M0.01%+1,19813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC62,774$7.35M0.01%-62913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,566$6.97M0.01%+8,38413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,517$6.85M<0.01%+1,18213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,326$6.01M<0.01%+1,66313F-HRTimelineGroup
True Blue Financial, LLC45,647$5.34M2.26%-2,67113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…45,133$5.28M0.02%+7,31313F-HRTimelineGroup
FMR LLCin group FMR LLC44,420$5.2M<0.01%-3,83513F-HRTimelineGroup
NewEdge Advisors, LLC43,759$5.12M0.02%+2413F-HRTimeline
Evolution Advisers, Inc.42,779$5.01M1.84%+44213F-HRTimeline
Vestmark Advisory Solutions, Inc.40,830$4.78M0.04%-7,25813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,774$4.77M0.02%+24913F-HRTimelineGroup
GTS SECURITIES LLC36,662$4.29M0.09%-12,14513F-HRTimeline
CRUX WEALTH ADVISORS36,108$4.23M1.46%+41113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …29,368$3.44M0.04%+9013F-HRTimelineGroup
L & S Advisors Inc27,558$3.23M0.33%-34913F-HRTimeline
Mariner, LLCin group Mariner, LLC26,615$3.12M<0.01%-23,25613F-HRTimelineGroup
SGL Investment Advisors, Inc.26,331$3.06M1.06%-1,17213F-HRTimeline
UMB Bank, n.a.25,990$3.04M0.04%-26613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equita Financial Network, Inc.25,450$2.98M0.83%+2,43713F-HRTimeline
Scott Capital Advisors, LLC25,039$2.93M0.46%+61913F-HRTimeline
BOKF, NAin group BOKF, NA24,911$2.92M0.04%+79513F-HRTimelineGroup
Clarity Asset Management, Inc.24,517$2.87M1.41%-28,88513F-HRTimeline
Mascoma Wealth Management LLC24,199$2.83M0.53%+1,73813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,081$2.7M<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC22,505$2.63M0.24%-1,36313F-HR/ATimeline
Elevation Capital Advisory, LLC22,154$2.59M1%new13F-HRTimeline
Revolve Wealth Partners, LLC21,333$2.5M0.26%-1,12813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,130$2.36M<0.01%+1,48113F-HRTimelineGroup
J.Safra Asset Management Corp19,868$2.33M0.11%-29213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,657$2.3M0.01%-54613F-HRTimelineGroup
Financial Insights, Inc.19,500$2.28M0.6%-70213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,126$2.24M<0.01%-3,99313F-HRTimelineGroup
Aptus Capital Advisors, LLC18,887$2.21M0.02%-3,91913F-HRTimeline
Wealth Advisory Team LLC18,857$2.21M1.79%13F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS18,707$2.19M1.03%-65913F-HRTimeline
MML INVESTORS SERVICES, LLC18,648$2.18M<0.01%+1,19113F-HRTimeline
CGN Advisors LLC18,602$2.18M0.16%-59313F-HRTimeline
CX Institutional18,541$2.17M0.06%-1,98113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,473$2.16M<0.01%-2213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.17,754$2.08M0.51%new13F-HRTimeline
Farther Finance Advisors, LLC17,312$2.03M0.02%+6,43313F-HRTimeline
IHT Wealth Management, LLC17,153$2.01M0.04%-42713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,000$1.99M<0.01%+21513F-HRTimelineGroup
NorthRock Partners, LLC16,861$1.97M0.03%-1413F-HRTimeline
Falcon Wealth Planning16,443$1.92M0.12%-1,74113F-HRTimeline
Baltimore-Washington Financial Advisors…16,076$1.88M0.07%-15713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,523$1.82M<0.01%+3413F-HRTimelineGroup
Lloyd Advisory Services, LLC.15,401$1.8M0.7%+15,02313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,309$1.79M0.07%+2,18913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,887$1.74M<0.01%-16,02913F-HR/ATimelineGroup
MFA WEALTH ADVISORS, LLC14,585$1.71M0.29%013F-HRTimeline
AE Wealth Management LLC14,487$1.7M0.01%+13,55713F-HRTimeline
Cornerstone Financial Management LLC14,395$1.69M1.35%+92713F-HR/ATimeline
HB Wealth Management, LLC14,018$1.64M0.01%+1,97413F-HRTimeline
First Pacific Financial13,889$1.63M0.19%-78513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…13,600$1.59M<0.01%new13F-HRTimelineGroup
Heck Capital Advisors, LLC13,555$1.59M0.09%-39313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,416$1.57M0.03%-25413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC13,330$1.56M0.06%+38113F-HRTimeline
Wescott Financial Advisory Group, LLC12,829$1.5M0.12%-2213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,338$1.44M0.03%-2,83913F-HRTimelineGroup
Western Wealth Management, LLC12,337$1.44M0.05%+1,21513F-HRTimeline
Curtis Advisory Group, LLC12,257$1.43M0.28%-2,27213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,231$1.43M0.01%+5013F-HRTimelineGroup
BlueStem Wealth Partners, LLC12,223$1.43M0.14%+21813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,182$1.43M+2,224Timeline
GREENUP STREET WEALTH MANAGEMENT LLC12,069$1.41M0.17%+7,35613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,993$1.29M0.04%-32213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,957$1.28M0.02%+59013F-HRTimeline
White Lighthouse Investment Management …10,401$1.22M0.15%+61413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,270$1.2M0.01%-10613F-HRTimelineGroup
Colorado Capital Management, Inc.9,891$1.16M0.4%-1,64213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,828$1.15M0.01%+89313F-HRTimelineGroup
LexAurum Advisors, LLC9,049$1.06M0.12%+77013F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,877$1.04M0.02%-30113F-HRTimeline
Creative Planningin group Creative Planning8,773$1.03M<0.01%+51413F-HRTimelineGroup
ZENITH SOLUTIONS, INC.8,491$994K0.9%13F-HRTimeline
Maia Wealth LLC8,124$951K0.14%-23113F-HRTimeline
May Hill Capital, LLC7,998$936K0.2%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,648$895K0.53%-42513F-HRTimeline
Allworth Financial LP7,561$885K<0.01%+1,06213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,547$883K<0.01%+1,21413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC7,533$882K0.1%-14813F-HRTimeline
Prism Advisors, Inc.7,526$881K0.21%-28013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,526$881K<0.01%+1,99713F-HRTimelineGroup
Birchwood Financial Partners, Inc.7,431$870K0.71%+81713F-HRTimeline
Refined Wealth Management7,323$857K0.52%-41413F-HRTimeline
VICUS CAPITAL7,193$842K0.05%-33013F-HRTimeline
Westfuller Advisors, LLC7,019$822K0.3%013F-HRTimeline
Odyssey Group, LLC6,825$799K0.22%13F-HRTimeline
Rossby Financial, LCC6,776$793K0.14%-2413F-HRTimeline
SAGE FINANCIAL GROUP INC6,656$779K0.04%013F-HRTimeline
McAdam, LLC6,479$758K0.03%+65913F-HRTimeline
Westview Management dba Westview Invest…6,462$756K0.37%-50013F-HRTimeline
BLUELINE ADVISORS LLC6,454$756K0.52%-5413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,390$748K0.01%013F-HRTimelineGroup
Aprio Wealth Management, LLC6,329$741K0.04%-4913F-HRTimeline
ABOUND FINANCIAL, LLC6,312$739K0.29%+45913F-HRTimeline
Paulson Wealth Management Inc.6,206$726K0.15%+40013F-HRTimeline
RTD Financial Advisors, Inc.6,192$725K0.08%+11313F-HRTimeline
RAM Investment Partners, LLC6,062$710K0.11%013F-HRTimeline
Vise Technologies, Inc.6,023$705K0.01%new13F-HRTimeline
Focus Financial Network, Inc.5,965$698K0.02%+6513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,771$676K0.11%+34113F-HRTimeline
COZAD ASSET MANAGEMENT INC5,719$669K0.04%-3,95113F-HRTimeline
DDFG, Inc5,446$638K0.13%-35213F-HRTimeline
Old Peak Finance LLC5,240$613K0.3%013F-HRTimeline
PFG Investments, LLC5,177$606K0.02%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC5,051$591K0.03%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,234$583K+2,368Timeline
BASSO CAPITAL MANAGEMENT, L.P.4,943$579K0.14%new13F-HRTimeline
D.A. DAVIDSON & CO.4,923$576K<0.01%-5413F-HRTimeline
Emergent Wealth Advisors, LLC4,911$575K0.3%013F-HRTimeline
Trademark Financial Management, LLC4,888$572K0.23%+2713F-HRTimeline
Beacon Bank & Trust4,853$568K0.11%-10513F-HR/ATimeline
Golden State Wealth Management, LLC4,823$565K0.05%-30813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,777$559K0.03%+1213F-HRTimeline
VestGen Advisors, LLC4,749$556K0.02%+4613F-HRTimeline
Davis Wealth Advisors, LLC4,747$556K0.43%-22413F-HRTimeline
World Investment Advisors6,021$548K0.01%013F-HRTimeline
Savvy Advisors, Inc.4,623$541K0.01%-1,03613F-HRTimeline
ETF Portfolio Partners, Inc.4,601$539K0.13%-513F-HRTimeline
Avantax Planning Partners, Inc.4,593$538K0.01%-413F-HRTimeline
Integrated Wealth Concepts LLC4,573$535K<0.01%+31913F-HRTimeline
Rede Wealth, LLC4,514$528K0.17%-92313F-HRTimeline
Principle Wealth Partners LLC4,489$525K0.03%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,397$515K0.23%013F-HRTimeline
Parcion Private Wealth LLC4,302$504K0.03%+713F-HRTimeline
Wingate Wealth Advisors, Inc.4,254$498K0.22%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,169$488K<0.01%-4113F-HRTimelineGroup
Kelman-Lazarov, Inc.4,157$487K0.06%+2213F-HRTimeline
Sterling Group Wealth Management, LLC4,128$483K0.2%-15913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,121$482K<0.01%013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.4,108$481K0.26%-10113F-HRTimeline
Merit Financial Group, LLC4,104$480K<0.01%+1,23013F-HR/ATimeline
Orion Porfolio Solutions, LLC4,060$475K<0.01%+17113F-HRTimeline
Freedom Investment Management, Inc.4,060$475K0.13%+613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,019$470K<0.01%new13F-HRTimelineGroup
Clearview Wealth Management LLC3,976$465K0.3%013F-HRTimeline
Trust Co3,968$464K0.04%-213F-HRTimeline
Estate Counselors, LLC3,925$459K0.04%new13F-HRTimeline
USAdvisors Wealth Management, LLC3,916$458K0.13%-1613F-HRTimeline
Curry Webb Wealth Management LLC3,830$448K0.19%013F-HRTimeline
Clarity Wealth Development LLC3,749$439K0.24%-77813F-HRTimeline
HighPoint Advisor Group LLC3,725$436K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,696$433K<0.01%-3,14813F-HRTimelineGroup
Monument Group Wealth Advisors, LLC3,673$430K0.21%013F-HRTimeline
MAI Capital Management3,616$423K<0.01%-913F-HRTimeline
Triad Wealth Partners, LLC3,676$417K0.02%+75113F-HRTimeline
WARNER FINANCIAL, INC3,516$412K0.12%+2313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,514$411K<0.01%+4913F-HRTimelineGroup
Focused Wealth Management, Inc3,491$409K0.04%+1,19213F-HRTimeline
Cornerstone Planning Group LLC3,593$408K0.05%-113F-HRTimeline
JGP Wealth Management, LLC3,483$408K0.04%+13713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,439$403K<0.01%+6913F-HRTimelineGroup
Private Wealth Management Group, LLC3,372$395K0.09%-2,85013F-HRTimeline
Quantum Financial Planning Services, In…3,316$388K0.12%013F-HRTimeline
Legacy Financial Advisors, Inc.3,304$387K0.05%-13113F-HRTimeline
RFG Advisory, LLC3,291$385K0.01%-1,86613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,245$380K0.1%+12413F-HRTimeline
Clear Creek Financial Management, LLC3,245$380K0.02%013F-HRTimeline
FINANCIAL LIFE ADVISORS3,231$378K0.11%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,205$371K0.04%+4013F-HRTimeline
Rollins Financial Advisors, LLC3,096$362K0.05%013F-HRTimeline
Montis Financial, LLC2,996$351K0.07%013F-HRTimeline
Wolff Financial Management LLC2,994$350K0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,987$350K0.01%+35313F-HRTimeline