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Disclosery

NULG NUSHARES ETF TR

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ETF (fund)

250 managers (251 13F filers) reported a position in NULG shares at 2024-12-31, 13,675,484 shares in all. 29 filers opened a position and 15 filers sold out during the quarter.

Managers
250
13F filers
251
New
29
Added
67
Reduced
90
Sold out
15
Shares held by filers
13,675,484

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
Parcion Private Wealth LLC2,530$217K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC2,504$215K0.07%+413F-HRTimeline
Canal Capital Management, LLC2,473$212K0.03%013F-HRTimeline
Western Wealth Management, LLC2,444$210K0.01%new13F-HR/ATimeline
Empower Advisory Group, LLC2,380$204K<0.01%new13F-HRTimeline
RHS Financial, LLC2,356$202K0.1%new13F-HRTimeline
Stonebridge Financial Group, LLC2,338$201K0.02%13F-HRTimeline
Milestone Investment Advisors LLC2,276$195K0.05%+1,74313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,116$182K0.03%013F-HRTimelineGroup
TRUST CO OF VERMONT1,959$168K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,920$165K0.01%-7113F-HRTimeline
Qube Research & Technologies Ltd1,868$160K<0.01%-30713F-HRTimeline
BOK Financial Private Wealth, Inc.1,841$158K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,796$154K0.03%new13F-HRTimeline
COMERICA BANK1,588$136K<0.01%013F-HR/ATimeline
MidAtlantic Capital Management, Inc.1,396$120K0.09%013F-HRTimeline
Cape Investment Advisory, Inc.1,335$115K0.04%-17513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,326$114K<0.01%-30713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,205$103K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC945$81.8K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC951$81.6K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.951$81.6K0.01%+25013F-HRTimelineGroup
Avalon Trust Co858$73.7K0.01%new13F-HRTimeline
Balefire, LLC852$73.2K0.03%new13F-HRTimeline
McIlrath & Eck, LLC666$57.2K0.01%-14813F-HRTimeline
Anchor Investment Management, LLC659$56.6K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC635$54.5K<0.01%013F-HRTimeline
AE Wealth Management LLC604$51.9K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors600$51.5K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.580$49.8K0.02%013F-HRTimeline
Investors Research Corp522$44.8K0.01%+27213F-HRTimeline
Archer Investment Corp470$40.3K0.01%+113F-HRTimeline
CVA Family Office, LLC430$36.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.385$33K<0.01%013F-HRTimeline
Millstone Evans Group, LLC374$32.1K0.02%13F-HRTimeline
Orion Capital Management LLC301$25.8K0.01%new13F-HRTimeline
Westside Investment Management, Inc.265$22.7K<0.01%013F-HRTimeline
Mainstream Capital Management LLC245$21K0.01%new13F-HRTimeline
Copia Wealth Management172$14.8K0.01%13F-HRTimeline
Northwest Capital Management Inc117$10K<0.01%+8613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.101$8.67K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…99$8.5K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC87$7.53K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC59$5.07K<0.01%013F-HRTimeline
Continuum Advisory, LLC38$3.28K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC25$2.15K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6$496<0.01%new13F-HRTimelineGroup
Caitlin John, LLC3$259<0.01%-113F-HRTimeline
Horizon Investments, LLC3$258<0.01%013F-HRTimeline
Legacy Financial Group LLC6,777$582Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.