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NULG NUSHARES ETF TR

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ETF (fund)

312 managers (319 13F filers) reported a position in NULG shares at 2026-06-30, 19,610,527 shares in all. 55 filers opened a position and 17 filers sold out during the quarter.

Managers
312
13F filers
319
New
55
Added
93
Reduced
105
Sold out
17
Shares held by filers
19,610,527

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
INDEPENDENT FINANCIAL GROUP, LLC2,987$350K0.01%+35313F-HRTimeline
Perigon Wealth Management, LLC2,985$349K0.01%-38713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES2,951$345K0.12%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.2,886$338K0.08%-62313F-HRTimeline
Valmark Advisers, Inc.2,871$336K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC2,857$334K0.18%013F-HRTimeline
Bluespring Wealth Management, LLC2,780$325K0.01%new13F-HRTimeline
Sentinel Advisory Group, LLC2,745$321K0.13%-18613F-HRTimeline
Vantage Point Financial LLC2,740$321K0.1%-18513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,731$320K0.49%-1,44213F-HRTimeline
Skyline Advisors, Inc.2,657$311K0.1%-1,39513F-HRTimeline
NOVEM GROUP2,646$310K0.03%-3013F-HRTimeline
Snider Financial Group2,637$309K0.08%-13913F-HRTimeline
Diversified Enterprises, LLC2,632$308K0.01%013F-HRTimeline
SFM, LLC2,631$308K0.16%+2213F-HRTimeline
Institute for Wealth Management, LLC.2,584$302K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC2,573$301K<0.01%+16613F-HRTimeline
Hilltop Partners LLC2,563$300K0.07%+34413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,554$299K<0.01%013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC2,526$296K0.01%new13F-HRTimeline
Occidental Asset Management, LLC2,512$294K0.03%013F-HRTimeline
Northwest Wealth Advisors, LLC2,484$291K0.17%+5113F-HRTimeline
Per Stirling Capital Management, LLC.2,463$288K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,460$288K<0.01%-28,49513F-HRTimelineGroup
Uniting Wealth Partners, LLC2,445$286K0.06%-3613F-HRTimeline
Bath Savings Trust Co2,425$284K0.03%new13F-HRTimeline
Goepper Burkhardt LLC2,365$277K0.08%+15013F-HRTimeline
Milestone Investment Advisors LLC2,364$277K0.06%+86913F-HRTimeline
Cresset Asset Management, LLC2,343$274K<0.01%+10013F-HRTimeline
Crane Advisory, LLC2,413$274K0.04%+3913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,600$271K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC2,290$268K0.02%013F-HRTimeline
Compton Financial Group, LLC2,289$268K0.05%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,250$263K0.01%-15613F-HRTimelineGroup
Sigma Planning Corp2,240$262K0.01%013F-HRTimeline
Riverwater Partners LLC2,212$259K0.08%-5313F-HRTimeline
Stewardship Advisors, LLC2,128$249K0.05%new13F-HRTimeline
Bedel Financial Consulting, Inc.2,122$248K0.02%new13F-HRTimeline
KPP Advisory Services LLC2,099$246K0.03%new13F-HRTimeline
Legacy Financial Group LLC2,063$241K0.03%-2,07313F-HRTimeline
J.W. COLE ADVISORS, INC.2,053$240K<0.01%new13F-HRTimeline
Betterment LLC2,020$236K<0.01%new13F-HRTimeline
AIRE ADVISORS, LLC2,016$236K0.04%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,999$234K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,979$232K<0.01%-2,55813F-HRTimeline
TRUST CO OF VERMONT1,959$229K0.01%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,958$229K0.02%new13F-HRTimelineGroup
PLANNING DIRECTIONS INC1,943$227K0.11%new13F-HRTimeline
Ramiah Investment Group1,941$227K0.17%new13F-HRTimeline
Redwood Financial Network Corp1,938$227K0.13%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,934$226K0.01%new13F-HRTimelineGroup
Equity Wealth Partners, LLC1,914$224K0.08%new13F-HRTimeline
Cornerstone Wealth Advisors, Inc.1,900$222K0.05%new13F-HRTimeline
Canal Capital Management, LLC1,899$222K0.03%new13F-HRTimeline
FLP Wealth Management, LLC1,896$222K0.39%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC1,865$218K0.05%new13F-HRTimeline
KINTRA WEALTH, LLC1,810$214K0.01%new13F-HRTimeline
Trek Financial, LLC1,821$213K0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,802$211K0.02%new13F-HRTimeline
Atria Investments, Inc1,800$211K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC1,794$210K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC1,787$209K<0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,782$209K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC1,674$196K0.03%013F-HRTimeline
Orion Capital Management LLC1,578$185K0.06%+1113F-HRTimeline
IFG Advisory, LLC1,546$181K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,532$179K0.05%+95213F-HRTimeline
Ashton Thomas Private Wealth, LLC1,530$179K<0.01%-44213F-HRTimeline
Investors Research Corp1,412$165K0.03%+7713F-HRTimeline
Quaker Wealth Management, LLC1,331$156K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,284$150K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,215$142K<0.01%-813F-HRTimeline
Harbor Asset Planning, Inc.1,208$141K0.11%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,208$141K0.01%+11713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,075$122K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,036$121K0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC983$115K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC951$111K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.920$108K0.01%013F-HR/ATimeline
Kingdom Financial Group LLC.869$102K0.03%+49113F-HRTimeline
Cape Investment Advisory, Inc.805$94.2K0.03%new13F-HRTimeline
Hanson & Doremus Investment Management762$89K0.01%013F-HRTimeline
Frankly Finances, LLC748$87.6K0.07%new13F-HR/ATimeline
Archer Investment Corp742$86.8K0.02%013F-HR/ATimeline
Millstone Evans Group, LLC690$80.8K0.04%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management672$78.7K0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC610$71.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC564$65.1K<0.01%013F-HRTimeline
Burk Holdings LLC542$63.4K0.02%013F-HRTimeline
Networth Advisors, LLC528$61.8K0.04%new13F-HRTimeline
Sunrise Financial Services, LLC503$58.9K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC471$55.1K<0.01%-24313F-HRTimeline
CDKV HOLDINGS LLC450$52.7K0.04%-8213F-HRTimeline
CVA Family Office, LLC430$50.3K<0.01%013F-HRTimeline
Montgomery Financial Services LLC338$39.6K0.03%13F-HRTimeline
BOK Financial Private Wealth, Inc.326$38.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC300$35.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.265$31K<0.01%013F-HRTimeline
IFP Advisors, Inc242$28.3K<0.01%-54813F-HRTimeline
Quest 10 Wealth Builders, Inc.207$24.2K0.02%new13F-HRTimeline
Copia Wealth Management172$20.1K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…158$18.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC132$15.5K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…99$11.6K<0.01%013F-HRTimelineGroup
Sankala Group LLC91$10.5K0.01%-3413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70$8.19K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC69$8.11K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC59$6.91K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC35$4.1K<0.01%-1213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$2.93K<0.01%013F-HRTimeline
Caitlin John, LLC2$236<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1$117<0.01%new13F-HRTimeline