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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,403,066$292M0.03%-160,67713F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,613,735$224M0.68%-56,87413F-HRTimelineGroup
LPL Financial LLC872,782$74.9M0.03%+34,00513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC502,780$43.2M0.06%+23,10913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding500,068$42.9M+432Timeline
MORGAN STANLEYin group MORGAN STANLEY484,408$41.6M<0.01%-9,35513F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…277,468$24.7M0.05%-36,85113F-HRTimelineGroup
Cambridge Investment Research Advisors,…281,703$24.2M0.08%-5,05513F-HRTimeline
UBS Group AGin group UBS Group AG248,802$21.4M<0.01%-7,64813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC231,738$19.8M0.01%+12,55013F-HRTimelineGroup
Refined Wealth Management219,158$18.8M14.32%-8,77813F-HRTimeline
Clarity Asset Management, Inc.171,580$14.7M9.59%-4,07113F-HRTimeline
Money Design Co.,Ltd.167,289$14.5M0.74%-40,10613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC162,573$14M0.09%+15,07513F-HRTimelineGroup
RVW Wealth, LLC148,488$12.7M1.19%-7,07713F-HRTimeline
Impact Investors, Inc133,207$11.4M8.87%13F-HRTimeline
Vestmark Advisory Solutions, Inc.113,138$9.71M0.33%+4,74913F-HRTimeline
O'Brien Wealth Partners LLC107,551$9.23M1.66%-1,44713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,106$8.76M0.02%+3,51013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS96,414$8.28M0.02%+2,26913F-HRTimeline
HighTower Advisors, LLC95,753$8.22M0.01%+1,61813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP89,391$7.67M0.18%-3,00113F-HRTimeline
Private Advisor Group, LLC87,286$7.49M0.04%+3,31413F-HRTimeline
DeDora Capital, Inc.86,848$7.46M2.04%+1,01813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,900$6.77M<0.01%+44013F-HRTimelineGroup
Francis Financial, Inc.75,162$6.45M1.64%+1,07413F-HRTimeline
Beacon Pointe Advisors, LLC73,071$6.27M0.07%+3,26313F-HRTimeline
Uniting Wealth Partners, LLC70,032$6.01M2.9%13F-HRTimeline
Cetera Investment Advisers64,819$5.56M0.01%-3,87813F-HRTimeline
Global Retirement Partners, LLC59,635$5.12M0.15%+2,05513F-HRTimeline
One Capital Management, LLC57,143$4.91M0.16%-2,06513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50,180$4.31M0.01%+2,10613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,011$4.29M<0.01%+1,31913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,488$4.25M<0.01%+38,42313F-HRTimelineGroup
NewEdge Advisors, LLC48,134$4.13M0.02%-4,00213F-HRTimeline
WIN ADVISORS, INC48,032$4.12M2%new13F-HRTimeline
Cable Hill Partners, LLC45,722$3.92M0.4%+1,31313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\45,323$3.89M0.01%-1,02013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,806$3.33M0.01%-4,23613F-HR/ATimelineGroup
Laurel Wealth Planning LLC36,358$3.12M2.01%-29613F-HRTimeline
WCG Wealth Advisors LLC34,581$2.97M0.2%+88113F-HRTimeline
UMB Bank, n.a.33,522$2.88M0.05%-31513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,458$2.79M<0.01%-11,26613F-HRTimelineGroup
Evolution Advisers, Inc.32,169$2.76M1.51%-6413F-HRTimeline
Mascoma Wealth Management LLC31,278$2.68M0.67%-2,95313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,518$2.62M<0.01%13F-HR/ATimelineGroup
IMPACTfolio, LLC29,578$2.54M1.32%-1,14813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,890$2.39M0.05%-22013F-HRTimeline
L & S Advisors Inc27,408$2.35M0.26%+8313F-HRTimeline
Aptus Capital Advisors, LLC24,686$2.12M0.03%new13F-HRTimeline
Equita Financial Network, Inc.24,363$2.09M0.76%-65613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,164$2.07M<0.01%-1,22413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.23,748$2.04M0.07%+11313F-HRTimeline
BOKF, NAin group BOKF, NA23,512$2.01M0.03%-1,02113F-HRTimelineGroup
NorthRock Partners, LLC23,201$1.99M0.06%-1,52813F-HR/ATimeline
Revolve Wealth Partners, LLC22,665$1.95M0.29%-22013F-HR/ATimeline
SGL Investment Advisors, Inc.21,646$1.9M0.96%+33713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…21,305$1.83M0.35%-24,88113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,336$1.75M<0.01%-2,76513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,133$1.56M<0.01%-58513F-HRTimelineGroup
IHT Wealth Management, LLC17,893$1.54M0.05%-3,26313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,867$1.53M0.02%-4613F-HRTimelineGroup
Colorado Capital Management, Inc.17,451$1.5M0.73%-1,78413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,152$1.47M-1,030Timeline
CGN Advisors LLC16,999$1.46M0.14%+3,06213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,756$1.44M<0.01%-27613F-HRTimelineGroup
Baltimore-Washington Financial Advisors…16,713$1.43M0.07%+10113F-HRTimeline
Heck Capital Advisors, LLC16,406$1.41M0.16%-16913F-HR/ATimeline
CX Institutional16,316$1.4M0.06%-1,62313F-HRTimeline
XY Planning Network, Inc.15,462$1.33M1%13F-HRTimeline
MFA WEALTH ADVISORS, LLC14,585$1.25M0.32%013F-HRTimeline
Trademark Financial Management, LLC14,198$1.22M0.97%-4,26213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,862$1.19M0.09%-11,36613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,761$1.18M<0.01%+1,12313F-HRTimelineGroup
WealthShield Partners, LLC13,666$1.17M0.17%+40913F-HRTimeline
Legacy Edge Advisors, LLC13,516$1.17M0.19%-3,64913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,494$1.16M<0.01%-12,48113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,105$1.12M0.01%-1,79213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,779$1.1M0.03%+12813F-HRTimelineGroup
Curtis Advisory Group, LLC12,719$1.09M0.29%-11313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.12,259$1.05M0.73%13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.12,113$1.04M1.77%-19913F-HRTimeline
Freedom Investment Management, Inc.11,873$1.02M0.08%-1,45913F-HRTimeline
Stewardship Advisors, LLC11,661$1M0.28%-37,00613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,453$983K0.01%-2013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC11,350$974K0.05%+1,19013F-HRTimeline
J.Safra Asset Management Corp11,113$962K0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,164$958K<0.01%-27,25613F-HRTimelineGroup
Sandbox Financial Partners, LLC11,000$944K0.31%+81313F-HRTimeline
COZAD ASSET MANAGEMENT INC10,795$927K0.09%013F-HRTimeline
Wescott Financial Advisory Group, LLC10,726$921K0.1%+77013F-HRTimeline
MML INVESTORS SERVICES, LLC10,665$915K<0.01%+19213F-HRTimeline
Atria Wealth Solutions, Inc.10,399$893K0.01%-2,54413F-HRTimeline
BlueStem Wealth Partners, LLC10,249$880K0.12%13F-HRTimeline
EP Wealth Advisors, LLC10,083$866K0.01%+1,65713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,726$835K<0.01%+1,25713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,664$830K0.02%+1,74013F-HRTimelineGroup
ABOUND FINANCIAL, LLC9,382$805K0.41%13F-HRTimeline
Institute for Wealth Management, LLC.9,344$802K0.1%+1,18913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES9,060$778K0.29%new13F-HRTimeline
Falcon Wealth Planning9,015$774K0.09%-64713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,904$764K<0.01%013F-HRTimelineGroup
World Investment Advisors8,724$749K0.02%+3,31213F-HRTimeline
LexAurum Advisors, LLC8,422$723K0.14%+26213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,378$719K0.16%+1313F-HRTimeline
HTLF Bank8,261$709K0.08%013F-HRTimeline
Creative Planningin group Creative Planning8,164$701K<0.01%+2,36013F-HRTimelineGroup
VICUS CAPITAL7,842$673K0.06%+19413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,812$671K<0.01%+3,42413F-HRTimeline
Prism Advisors, Inc.7,712$662K0.2%-3813F-HRTimeline
Westfuller Advisors, LLC7,704$661K0.42%+713F-HRTimeline
Walkner Condon Financial Advisors LLC7,700$661K0.13%-1,62713F-HRTimeline
SAGE FINANCIAL GROUP INC7,554$648K0.05%-35913F-HRTimeline
Rossby Financial, LCC7,505$644K0.41%13F-HRTimeline
GeoWealth Management, LLC7,260$623K0.02%new13F-HRTimeline
Davis Wealth Advisors, LLC6,992$600K0.66%13F-HRTimeline
Maia Wealth LLC6,890$596K0.13%+87513F-HRTimeline
Avantax Planning Partners, Inc.6,733$578K0.02%-48313F-HRTimeline
Redwood Financial Network Corp6,676$573K0.43%-3,66913F-HRTimeline
Beacon Bank & Trust6,608$567K0.13%-56713F-HRTimeline
Farther Finance Advisors, LLC6,585$565K0.02%-67313F-HRTimeline
Private Wealth Management Group, LLC6,309$542K0.21%-14513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,271$538K0.02%-6013F-HRTimelineGroup
Montis Financial, LLC6,077$522K0.16%new13F-HRTimeline
RAM Investment Partners, LLC6,062$520K0.13%013F-HRTimeline
Rede Wealth, LLC6,002$515K0.2%-1413F-HRTimeline
NOVEM GROUP5,928$509K0.08%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,649$508K0.03%-46013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,727$492K0.03%013F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…5,702$489K0.19%13F-HRTimeline
D.A. DAVIDSON & CO.5,686$488K<0.01%+4713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,608$481K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,587$480K<0.01%-14213F-HRTimelineGroup
Aprio Wealth Management, LLC5,463$469K0.07%+1813F-HRTimeline
RTD Financial Advisors, Inc.5,361$460K0.06%-28013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,280$453K0.01%-3,61713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,196$446K0.01%new13F-HRTimelineGroup
Skyline Advisors, Inc.5,179$445K0.17%new13F-HRTimeline
Emergent Wealth Advisors, LLC5,073$435K0.32%013F-HRTimeline
DDFG, Inc5,057$434K0.13%-42313F-HRTimeline
FLOW TRADERS U.S. LLC5,058$434K0.02%new13F-HRTimeline
McAdam, LLC5,025$431K0.02%+31013F-HRTimeline
Parkside Financial Bank & Trust4,895$420K0.06%013F-HRTimeline
Paulson Wealth Management Inc.4,872$418K0.11%+12213F-HRTimeline
FMR LLCin group FMR LLC4,847$416K<0.01%+1,40613F-HRTimelineGroup
Allworth Financial LP4,478$402K<0.01%+13913F-HRTimeline
Steward Partners Investment Advisory, L…4,634$398K<0.01%+54813F-HRTimeline
OBSIDIAN CIO, LLC4,601$395K0.07%-64913F-HRTimeline
White Lighthouse Investment Management …4,595$394K0.07%-27413F-HRTimeline
Per Stirling Capital Management, LLC.4,377$376K0.05%-27313F-HRTimeline
Kelman-Lazarov, Inc.4,346$373K0.07%013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,334$372K0.17%13F-HRTimeline
Capital Market Strategies LLC4,318$371K0.21%-9413F-HRTimeline
Ramiah Investment Group4,296$369K0.34%-20713F-HRTimeline
Principle Wealth Partners LLC4,294$369K0.03%+213F-HRTimeline
ETF Portfolio Partners, Inc.4,258$366K0.11%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,171$358K<0.01%new13F-HRTimelineGroup
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…4,112$353K0.02%013F-HRTimelineGroup
Golden State Wealth Management, LLC4,092$351K0.05%13F-HRTimeline
Clarity Wealth Development LLC3,968$347K0.38%13F-HRTimeline
Elevation Capital Advisory, LLC4,028$346K0.15%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,935$338K0.18%-15913F-HRTimeline
Trust Co3,912$336K0.04%-15513F-HRTimeline
Legacy Financial Advisors, Inc.3,812$327K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC3,810$327K0.06%new13F-HR/ATimeline
FINANCIAL LIFE ADVISORS3,696$317K0.12%-16613F-HRTimeline
Monument Group Wealth Advisors, LLC3,673$315K0.22%013F-HRTimeline
SeaCrest Wealth Management, LLC3,653$314K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC3,641$313K0.03%+513F-HRTimeline
Sterling Group Wealth Management, LLC3,618$311K0.16%-37313F-HRTimeline
Cornerstone Planning Group LLC3,589$311K0.08%+613F-HRTimeline
NATURAL INVESTMENTS, LLC3,526$302K0.08%13F-HRTimeline
Integrated Wealth Concepts LLC3,425$294K<0.01%+90013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,370$289K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC3,312$284K<0.01%-5713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,309$284K<0.01%+1,62813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,208$275K0.01%+9513F-HRTimeline
Chicago Wealth Management, Inc.3,200$275K0.14%013F-HRTimeline
Beaumont Financial Advisors, LLC3,100$266K0.02%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,098$266K0.03%-4113F-HR/ATimeline
Rollins Financial Advisors, LLC3,097$266K0.04%013F-HRTimeline
Columbia River Financial Group, LLC3,088$265K0.18%13F-HRTimeline
MAI Capital Management3,021$259K<0.01%-4213F-HRTimeline
Focus Financial Network, Inc.3,012$259K0.01%-71213F-HRTimeline
Valmark Advisers, Inc.2,998$257K<0.01%013F-HRTimeline
Wolff Financial Management LLC2,936$252K0.07%+413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,860$246K0.02%new13F-HRTimelineGroup
Aspire Capital Advisors LLC2,843$244K0.07%+413F-HRTimeline
CWM, LLCin group CWM, LLC2,768$238K<0.01%+1,92213F-HRTimelineGroup
Occidental Asset Management, LLC2,727$234K0.04%013F-HRTimeline
PFG Investments, LLC2,712$233K0.01%+12313F-HRTimeline
Orion Porfolio Solutions, LLC2,703$232K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC2,703$232K<0.01%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,685$230K0.11%-3413F-HRTimeline
USAdvisors Wealth Management, LLC2,642$226K0.07%-8513F-HRTimeline
Diversified Enterprises, LLC2,630$226K0.02%-9313F-HRTimeline
Estate Counselors, LLC2,620$225K0.02%013F-HRTimeline
Janney Montgomery Scott LLC2,612$224K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC2,587$222K0.01%-67313F-HRTimeline
SFM, LLC2,577$221K0.16%013F-HRTimeline