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Disclosery

NULG NUSHARES ETF TR

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ETF (fund)

239 managers (241 13F filers) reported a position in NULG shares at 2025-03-31, 13,563,924 shares in all. 17 filers opened a position and 28 filers sold out during the quarter.

Managers
239
13F filers
241
New
17
Added
82
Reduced
104
Sold out
28
Shares held by filers
13,563,924

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/3,821,335$299M0.03%+418,26913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,447,144$192M0.6%-166,59113F-HRTimelineGroup
LPL Financial LLC768,210$60.1M0.02%-104,57213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC600,204$47M0.07%+97,42413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY485,521$38M<0.01%+1,11313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding484,403$37.9M-15,665Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…249,262$22.2M0.05%-28,20613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…270,614$21.2M0.07%-11,08913F-HRTimeline
UBS Group AGin group UBS Group AG257,779$20.2M<0.01%+8,97713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC250,291$19.6M0.01%+18,55313F-HRTimelineGroup
RVW Wealth, LLC142,613$11.2M1.05%-5,87513F-HRTimeline
Impact Investors, Inc129,666$10.2M7.9%-3,54113F-HRTimeline
Clarity Asset Management, Inc.123,319$9.65M6.21%-48,26113F-HRTimeline
Elevation Capital Advisory, LLC118,936$9.31M4.06%+114,90813F-HRTimeline
Vestmark Advisory Solutions, Inc.113,747$8.9M0.23%+60913F-HRTimeline
O'Brien Wealth Partners LLC107,106$8.38M1.56%-44513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS100,278$7.85M0.02%+3,86413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP97,112$7.6M0.19%+7,72113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding94,809$7.42M+81,048Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,167$7.29M0.01%-8,93913F-HRTimeline
HighTower Advisors, LLC90,934$7.12M0.01%-4,81913F-HRTimeline
Private Advisor Group, LLC90,739$7.1M0.04%+3,45313F-HRTimeline
Cetera Investment Advisers81,354$6.37M0.01%+16,53513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp77,598$6.07M<0.01%-1,30213F-HRTimelineGroup
Beacon Pointe Advisors, LLC77,323$6.05M0.07%+4,25213F-HRTimeline
DeDora Capital, Inc.75,764$5.93M1.71%-11,08413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,171$5.73M<0.01%+23,68313F-HR/ATimelineGroup
Francis Financial, Inc.70,520$5.52M1.34%-4,64213F-HRTimeline
Uniting Wealth Partners, LLC69,958$5.48M2.74%-7413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,002$5.01M<0.01%+60,69313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC53,540$4.19M0.01%+3,36013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,883$3.98M<0.01%+87213F-HRTimelineGroup
Cable Hill Partners, LLC47,032$3.79M0.37%+1,31013F-HRTimeline
One Capital Management, LLC47,329$3.7M0.13%-9,81413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,629$3.42M<0.01%+11,17113F-HR/ATimelineGroup
NewEdge Advisors, LLC42,000$3.29M0.02%-6,13413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\40,755$3.19M<0.01%-4,56813F-HRTimelineGroup
Money Design Co.,Ltd.37,812$2.96M0.15%-129,47713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,332$2.92M0.01%-1,47413F-HRTimelineGroup
Laurel Wealth Planning LLC36,200$2.83M1.88%-15813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,019$2.66M<0.01%+3,50113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,560$2.63M<0.01%+22,39613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP33,002$2.58M<0.01%+8,83813F-HRTimelineGroup
WCG Wealth Advisors LLC32,096$2.51M0.19%-2,48513F-HR/ATimeline
Evolution Advisers, Inc.31,940$2.5M1.32%-22913F-HRTimeline
UMB Bank, n.a.30,678$2.4M0.04%-2,84413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMPACTfolio, LLC29,644$2.32M1.22%+6613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…28,779$2.25M0.45%+7,47413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC28,630$2.24M0.05%+74013F-HRTimeline
Mascoma Wealth Management LLC27,041$2.12M0.53%-4,23713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …26,342$2.06M0.03%new13F-HRTimelineGroup
L & S Advisors Inc25,442$1.99M0.25%-1,96613F-HRTimeline
Mariner, LLCin group Mariner, LLC24,692$1.93M<0.01%+6,55913F-HRTimelineGroup
Aptus Capital Advisors, LLC24,314$1.9M0.02%-37213F-HRTimeline
SGL Investment Advisors, Inc.22,707$1.9M0.98%+1,06113F-HRTimeline
Revolve Wealth Partners, LLC24,081$1.89M0.27%+1,41613F-HRTimeline
Equita Financial Network, Inc.23,867$1.87M0.65%-49613F-HRTimeline
BOKF, NAin group BOKF, NA23,448$1.84M0.03%-6413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.23,428$1.83M0.06%-32013F-HRTimeline
NorthRock Partners, LLC20,830$1.63M0.05%-2,37113F-HRTimeline
J.Safra Asset Management Corp20,455$1.6M0.13%+9,34213F-HR/ATimeline
FMR LLCin group FMR LLC20,403$1.6M<0.01%+15,55613F-HRTimelineGroup
Legacy Edge Advisors, LLC20,203$1.58M0.25%+6,68713F-HRTimeline
CX Institutional20,082$1.57M0.06%+3,76613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,302$1.51M<0.01%-1,03413F-HRTimelineGroup
CGN Advisors LLC17,279$1.35M0.13%+28013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…17,249$1.35M0.04%+9713F-HRTimelineGroup
IHT Wealth Management, LLC16,979$1.33M0.04%-91413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,753$1.31M<0.01%-313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…16,713$1.31M0.07%013F-HRTimeline
Freedom Investment Management, Inc.16,090$1.26M0.11%+4,21713F-HRTimeline
Heck Capital Advisors, LLC15,241$1.19M0.13%-1,16513F-HRTimeline
XY Planning Network, Inc.15,005$1.17M0.78%-45713F-HRTimeline
MFA WEALTH ADVISORS, LLC14,585$1.14M0.28%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,303$1.12M0.03%+4,63913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,178$1.11M<0.01%+68413F-HRTimeline
Colorado Capital Management, Inc.14,099$1.1M0.51%-3,35213F-HRTimeline
Trademark Financial Management, LLC13,705$1.07M0.82%-49313F-HRTimeline
Refined Wealth Management13,421$1.05M0.86%-205,73713F-HRTimeline
WealthShield Partners, LLC13,003$1.02M0.13%-66313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,712$995K0.01%-39313F-HRTimelineGroup
Falcon Wealth Planning12,626$988K0.11%+3,61113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,205$955K0.03%-57413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,103$947K0.09%-1,75913F-HR/ATimeline
Curtis Advisory Group, LLC12,097$947K0.28%-62213F-HRTimeline
Atria Wealth Solutions, Inc.11,612$909K0.01%+1,21313F-HRTimeline
First Pacific Financial11,531$903K0.18%new13F-HRTimeline
Onyx Bridge Wealth Group LLC11,143$872K0.13%new13F-HRTimeline
BlueStem Wealth Partners, LLC11,081$867K0.12%+83213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,981$860K0.05%-36913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,871$851K0.19%+2,49313F-HRTimeline
COZAD ASSET MANAGEMENT INC10,795$845K0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,790$845K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,506$822K0.01%-94713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,259$803K<0.01%-40613F-HRTimeline
Wescott Financial Advisory Group, LLC10,179$797K0.08%-54713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,004$783K0.53%-2,25513F-HRTimeline
VestGen Advisors, LLC9,910$776K0.04%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,140$716K<0.01%+1,32813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,919$698K<0.01%+1513F-HRTimelineGroup
Sandbox Financial Partners, LLC8,890$696K0.25%-2,11013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,786$688K<0.01%-94013F-HRTimelineGroup
EP Wealth Advisors, LLC8,708$682K0.01%-1,37513F-HRTimeline
Institute for Wealth Management, LLC.8,476$663K0.09%-86813F-HRTimeline
LexAurum Advisors, LLC8,473$663K0.13%+5113F-HRTimeline
Creative Planningin group Creative Planning7,947$622K<0.01%-21713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC7,927$621K0.13%+22713F-HRTimeline
Skyline Advisors, Inc.7,897$618K0.24%+2,71813F-HRTimeline
ABOUND FINANCIAL, LLC7,749$607K0.31%-1,63313F-HRTimeline
World Investment Advisors7,694$602K0.02%-1,03013F-HRTimeline
SAGE FINANCIAL GROUP INC7,559$592K0.05%+513F-HRTimeline
VICUS CAPITAL7,439$582K0.05%-40313F-HRTimeline
Rossby Financial, LCC7,017$561K0.24%-48813F-HRTimeline
Westfuller Advisors, LLC7,013$549K0.37%-69113F-HRTimeline
Prism Advisors, Inc.6,753$529K0.16%-95913F-HRTimeline
Avantax Planning Partners, Inc.6,687$523K0.02%-4613F-HRTimeline
Legacy Financial Group LLC6,645$520K0.08%-13213F-HRTimeline
Maia Wealth LLC6,668$515K0.12%-22213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,579$515K0.78%-5,53413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,511$510K0.02%+24013F-HRTimelineGroup
Beacon Bank & Trust6,454$505K0.12%-15413F-HRTimeline
May Hill Capital, LLC6,326$495K0.19%new13F-HRTimeline
Davis Wealth Advisors, LLC6,321$495K0.56%-67113F-HRTimeline
Private Wealth Management Group, LLC6,317$494K0.18%+813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,151$482K<0.01%+56413F-HRTimelineGroup
RAM Investment Partners, LLC6,062$475K0.12%013F-HRTimeline
DDFG, Inc6,036$472K0.13%+97913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,006$470K0.01%+81013F-HRTimelineGroup
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…5,813$455K0.02%+1,70113F-HRTimelineGroup
Aprio Wealth Management, LLC5,811$455K0.06%+34813F-HRTimeline
Montis Financial, LLC5,786$453K0.13%-29113F-HRTimeline
McAdam, LLC5,786$453K0.03%+76113F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,702$446K0.21%013F-HRTimeline
White Lighthouse Investment Management …5,662$443K0.08%+1,06713F-HRTimeline
Rede Wealth, LLC5,584$437K0.15%-41813F-HRTimeline
RTD Financial Advisors, Inc.5,245$411K0.06%-11613F-HRTimeline
D.A. DAVIDSON & CO.5,137$402K<0.01%-54913F-HRTimeline
Paulson Wealth Management Inc.5,123$401K0.11%+25113F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,104$400K0.01%-17613F-HRTimeline
HB Wealth Management, LLC5,088$398K<0.01%+1,77613F-HRTimeline
Parkside Financial Bank & Trust5,069$397K0.05%+17413F-HRTimeline
Emergent Wealth Advisors, LLC4,858$380K0.28%-21513F-HRTimeline
WIN ADVISORS, INC4,721$370K0.19%-43,31113F-HRTimeline
Golden State Wealth Management, LLC4,597$360K0.05%+50513F-HR/ATimeline
Steward Partners Investment Advisory, L…4,588$359K<0.01%-4613F-HRTimeline
ETF Portfolio Partners, Inc.4,540$355K0.11%+28213F-HRTimeline
Principle Wealth Partners LLC4,486$351K0.03%+19213F-HRTimeline
Allworth Financial LP4,415$349K<0.01%-6313F-HRTimeline
Western Wealth Management, LLC4,420$346K0.02%+1,97613F-HRTimeline
Clarity Wealth Development LLC4,217$340K0.38%+24913F-HRTimeline
Per Stirling Capital Management, LLC.4,245$332K0.05%-13213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,171$327K<0.01%013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,146$325K0.15%+1,46113F-HRTimeline
Trust Co4,145$324K0.04%+23313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,133$324K0.01%new13F-HR/ATimeline
OBSIDIAN CIO, LLC3,919$307K0.05%-68213F-HRTimeline
Kelman-Lazarov, Inc.3,912$306K0.06%-43413F-HRTimeline
Strategic Financial Concepts, LLC3,890$305K0.06%+8013F-HRTimeline
Lifelong Wealth Advisors, Inc.3,851$301K0.14%-48313F-HRTimeline
Redwood Financial Network Corp3,799$297K0.23%-2,87713F-HRTimeline
Monument Group Wealth Advisors, LLC3,673$288K0.2%013F-HRTimeline
SeaCrest Wealth Management, LLC3,653$286K0.03%013F-HRTimeline
FINANCIAL LIFE ADVISORS3,640$285K0.11%-5613F-HRTimeline
Integrated Wealth Concepts LLC3,589$281K<0.01%+16413F-HRTimeline
Sterling Group Wealth Management, LLC3,586$281K0.15%-3213F-HRTimeline
Cornerstone Planning Group LLC3,589$275K0.07%013F-HRTimeline
Legacy Financial Advisors, Inc.3,471$272K0.05%-34113F-HRTimeline
Quantum Financial Planning Services, In…3,455$270K0.15%new13F-HRTimeline
Janney Montgomery Scott LLC3,375$264K<0.01%+76313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,370$264K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC3,282$257K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,253$255K<0.01%+55013F-HRTimeline
Orion Portfolio Solutions, LLC3,253$255K<0.01%+55013F-HR/ATimeline
Clear Creek Financial Management, LLC3,241$254K0.03%-40013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,127$245K0.01%-8113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,108$243K0.13%-82713F-HRTimeline
Beaumont Financial Advisors, LLC3,100$243K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC3,097$242K0.04%013F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC3,088$242K0.02%-1013F-HR/ATimeline
Hilltop Partners LLC3,046$238K0.08%new13F-HRTimeline
Stewardship Advisors, LLC3,032$237K0.06%-8,62913F-HRTimeline
Columbia River Financial Group, LLC3,039$237K0.16%-4913F-HRTimeline
Valmark Advisers, Inc.2,998$235K<0.01%013F-HRTimeline
Wolff Financial Management LLC2,990$234K0.06%+5413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,850$223K0.01%-1013F-HRTimelineGroup
Aspire Capital Advisors LLC2,843$223K0.07%013F-HRTimeline
NATURAL INVESTMENTS, LLC2,842$222K0.06%-68413F-HRTimeline
NOVEM GROUP2,819$221K0.03%-3,10913F-HRTimeline
Focus Financial Network, Inc.2,733$214K0.01%-27913F-HRTimeline
CWM, LLCin group CWM, LLC2,710$212K<0.01%-5813F-HRTimelineGroup
MAI Capital Management2,697$211K<0.01%-32413F-HRTimeline
Parcion Private Wealth LLC2,640$207K0.02%+11013F-HRTimeline
USAdvisors Wealth Management, LLC2,638$206K0.07%-413F-HRTimeline
SFM, LLC2,631$206K0.15%+5413F-HRTimeline
Diversified Enterprises, LLC2,630$206K0.02%013F-HRTimeline
Merit Financial Group, LLC2,599$203K<0.01%new13F-HRTimeline
PFG Investments, LLC2,563$201K0.01%-14913F-HRTimeline
Stonebridge Financial Group, LLC2,533$198K0.02%+19513F-HRTimeline
Qube Research & Technologies Ltd2,316$181K<0.01%+44813F-HRTimeline
Milestone Investment Advisors LLC2,276$178K0.05%013F-HRTimeline