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Disclosery

NULG NUSHARES ETF TR

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ETF (fund)

260 managers (263 13F filers) reported a position in NULG shares at 2025-09-30, 13,682,308 shares in all. 30 filers opened a position and 11 filers sold out during the quarter.

Managers
260
13F filers
263
New
30
Added
81
Reduced
100
Sold out
11
Shares held by filers
13,682,308

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
Stewardship Advisors, LLC2,315$230K0.05%-5213F-HRTimeline
JGP Wealth Management, LLC2,288$228K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,287$227K<0.01%-39213F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,287$227K<0.01%013F-HRTimelineGroup
Sigma Planning Corp2,234$222K0.01%new13F-HRTimeline
PFG Investments, LLC2,205$219K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.2,185$217K0.15%013F-HRTimeline
Hilltop Partners LLC2,181$217K0.06%-1113F-HRTimeline
Perigon Wealth Management, LLC2,153$214K<0.01%new13F-HRTimeline
Canal Capital Management, LLC2,136$212K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,104$209K0.02%+1,75413F-HRTimeline
KPP Advisory Services LLC2,099$209K0.03%-74013F-HRTimeline
Cresset Asset Management, LLC2,094$208K<0.01%new13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC2,091$208K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC2,071$206K0.03%013F-HRTimeline
Riverwater Partners LLC2,059$205K0.08%new13F-HRTimeline
AIRE ADVISORS, LLC2,016$200K0.04%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,015$200K<0.01%new13F-HRTimeline
Betterment LLC2,014$200K<0.01%-75413F-HRTimeline
TRUST CO OF VERMONT1,959$195K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,800$179K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC1,793$178K0.02%+1,14513F-HRTimeline
Cornerstone Planning Group LLC3,478$166K0.03%-11113F-HRTimeline
Milestone Investment Advisors LLC1,495$149K0.04%013F-HRTimeline
COMERICA BANK1,429$142K<0.01%-15913F-HRTimeline
Quaker Wealth Management, LLC1,331$132K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.1,306$130K0.13%013F-HRTimeline
CoreCap Advisors, LLC1,222$122K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,207$120K0.11%013F-HRTimeline
DAGCO, INC.1,105$110K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,091$108K0.01%-213F-HRTimeline
Investors Research Corp1,073$107K0.02%+9313F-HRTimeline
Wealthspire Advisors, LLC1,043$104K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC951$94.6K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.936$93.1K0.01%+3513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC850$84.8K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management762$76K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP751$74.1K<0.01%new13F-HRTimelineGroup
Archer Investment Corp741$73.7K0.02%+27113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management672$66.8K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC659$65.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC641$63.7K<0.01%-28813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…616$61.3K<0.01%-11,62413F-HRTimelineGroup
SIGNATUREFD, LLC610$60.7K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors600$59.7K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.580$57.7K0.02%013F-HRTimeline
CVA Family Office, LLC430$42.8K0.01%013F-HRTimeline
Qube Research & Technologies Ltd399$39.7K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.374$37.2K<0.01%013F-HRTimeline
Millstone Evans Group, LLC374$37.2K0.02%013F-HRTimeline
Orion Capital Management LLC301$29.9K0.01%013F-HRTimeline
Westside Investment Management, Inc.265$26.4K<0.01%013F-HRTimeline
Copia Wealth Management172$17.1K0.01%013F-HRTimeline
Smartleaf Asset Management LLC165$16.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…99$9.85K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.94$9.35K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC92$9.15K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC59$5.87K<0.01%013F-HRTimeline
Caitlin John, LLC2$200<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$99<0.01%new13F-HRTimelineGroup