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Disclosery

NULG NUSHARES ETF TR

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ETF (fund)

248 managers (250 13F filers) reported a position in NULG shares at 2025-06-30, 13,402,187 shares in all. 25 filers opened a position and 16 filers sold out during the quarter.

Managers
248
13F filers
250
New
25
Added
79
Reduced
86
Sold out
16
Shares held by filers
13,402,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,793,820$356M0.03%-27,51513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,512,786$236M0.61%+65,64213F-HRTimelineGroup
LPL Financial LLC798,120$75M0.03%+29,91013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC599,617$56.3M0.07%-58713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding477,076$44.8M-7,327Timeline
MORGAN STANLEYin group MORGAN STANLEY446,398$41.9M<0.01%-39,12313F-HRTimelineGroup
Cambridge Investment Research Advisors,…275,117$25.8M0.08%+4,50313F-HRTimeline
UBS Group AGin group UBS Group AG254,778$23.9M0.01%-3,00113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC242,524$22.8M0.01%-7,76713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.209,700$19.7M0.28%+95,95313F-HRTimeline
RVW Wealth, LLC141,133$13.3M1.13%-1,48013F-HRTimeline
Impact Investors, Inc127,538$12M8.47%-2,12813F-HRTimeline
O'Brien Wealth Partners LLC107,487$10.1M1.58%+38113F-HRTimeline
Clarity Asset Management, Inc.103,331$9.71M5.79%-19,98813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP99,789$9.38M0.2%+2,67713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS98,449$9.25M0.02%-1,82913F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding95,432$8.97M+623Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,456$8.85M0.01%+28913F-HRTimeline
Cetera Investment Advisers92,081$8.65M0.01%+10,72713F-HRTimeline
HighTower Advisors, LLC87,504$8.22M0.01%-3,43013F-HRTimeline
Beacon Pointe Advisors, LLC83,182$7.81M0.08%+5,85913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO79,338$7.45M<0.01%+15,33613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp77,511$7.28M<0.01%-8713F-HRTimelineGroup
DeDora Capital, Inc.75,317$7.08M1.85%-44713F-HRTimeline
Uniting Wealth Partners, LLC70,290$6.6M2.55%+33213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC69,940$6.57M0.11%+41,31013F-HRTimeline
Francis Financial, Inc.68,512$6.44M1.49%-2,00813F-HRTimeline
Private Advisor Group, LLC60,928$5.72M0.03%-29,81113F-HRTimeline
Global Retirement Partners, LLC56,284$5.29M0.13%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC55,247$5.19M0.01%+1,70713F-HRTimelineGroup
NewEdge Advisors, LLC52,608$4.94M0.03%+10,60813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,527$4.84M<0.01%+64413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,312$4.71M0.01%+13,98013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,270$4.63M<0.01%+5,64113F-HR/ATimelineGroup
WCG Wealth Advisors LLC46,690$4.39M0.28%+14,59413F-HRTimeline
Money Design Co.,Ltd.39,013$3.67M0.17%+1,20113F-HRTimeline
Laurel Wealth Planning LLC36,838$3.46M1.97%+63813F-HRTimeline
FMR LLCin group FMR LLC35,948$3.38M<0.01%+15,54513F-HRTimelineGroup
CRUX WEALTH ADVISORS34,450$3.24M1.38%new13F-HRTimeline
One Capital Management, LLC33,936$3.19M0.11%-13,39313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,226$3.12M0.01%-216,03613F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP32,867$3.09M<0.01%-13513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,934$3M<0.01%-2,08513F-HRTimelineGroup
Evolution Advisers, Inc.31,653$2.97M1.46%-28713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\31,146$2.93M<0.01%-9,60913F-HRTimelineGroup
UMB Bank, n.a.28,329$2.66M0.04%-2,34913F-HR/ATimeline
L & S Advisors Inc27,260$2.56M0.25%+1,81813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …26,793$2.52M0.03%+45113F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…25,789$2.42M0.45%-2,99013F-HRTimelineGroup
Mascoma Wealth Management LLC25,565$2.4M0.56%-1,47613F-HRTimeline
Mariner, LLCin group Mariner, LLC24,834$2.33M<0.01%+14213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,746$2.32M<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC23,810$2.24M0.02%-50413F-HRTimeline
Wealth Advisory Team LLC23,810$2.24M2.09%13F-HRTimeline
Revolve Wealth Partners, LLC23,753$2.23M0.29%-32813F-HRTimeline
B. Riley Wealth Advisors, Inc.22,905$2.15M0.1%-52313F-HRTimeline
BOKF, NAin group BOKF, NA22,642$2.13M0.03%-80613F-HRTimelineGroup
SGL Investment Advisors, Inc.22,365$2.1M1%-34213F-HRTimeline
Legacy Edge Advisors, LLC21,056$1.98M0.26%+85313F-HRTimeline
J.Safra Asset Management Corp20,455$1.92M0.13%013F-HR/ATimeline
Equita Financial Network, Inc.19,834$1.86M0.74%-4,03313F-HRTimeline
NorthRock Partners, LLC19,818$1.86M0.05%-1,01213F-HR/ATimeline
CX Institutional18,910$1.78M0.06%-1,17213F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,286$1.72M<0.01%-1,01613F-HRTimelineGroup
CGN Advisors LLC17,837$1.68M0.15%+55813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…17,249$1.62M0.05%013F-HRTimelineGroup
IHT Wealth Management, LLC17,064$1.6M0.04%+8513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,863$1.58M<0.01%+11013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…16,811$1.58M0.07%+9813F-HRTimeline
CWM, LLCin group CWM, LLC16,154$1.52M0.01%+13,44413F-HRTimelineGroup
Financial Insights, Inc.16,078$1.51M0.55%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC15,781$1.48M0.3%+4,91013F-HRTimeline
Falcon Wealth Planning15,491$1.46M0.15%+2,86513F-HRTimeline
XY Planning Network, Inc.15,446$1.45M0.49%+44113F-HRTimeline
Heck Capital Advisors, LLC15,236$1.43M0.12%-513F-HRTimeline
First Pacific Financial14,820$1.39M0.21%+3,28913F-HRTimeline
MFA WEALTH ADVISORS, LLC14,585$1.37M0.32%013F-HRTimeline
Freedom Investment Management, Inc.14,539$1.37M0.11%-1,55113F-HRTimeline
Trademark Financial Management, LLC14,215$1.34M0.82%+51013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,174$1.33M<0.01%-413F-HRTimeline
Colorado Capital Management, Inc.13,746$1.29M0.55%-35313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,636$1.28M0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,567$1.27M0.01%+85513F-HRTimelineGroup
Refined Wealth Management12,853$1.21M0.83%-56813F-HRTimeline
WealthShield Partners, LLC12,298$1.16M0.14%-70513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,240$1.15M0.06%new13F-HRTimelineGroup
Curtis Advisory Group, LLC12,232$1.15M0.29%+13513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,158$1.14M0.05%+1,17713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,055$1.13M0.09%-4813F-HRTimeline
EP Wealth Advisors, LLC11,964$1.12M0.01%+3,25613F-HRTimeline
Wescott Financial Advisory Group, LLC11,786$1.11M0.11%+1,60713F-HRTimeline
BlueStem Wealth Partners, LLC11,544$1.08M0.13%+46313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,441$1.07M0.02%-76413F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC10,750$1.01M0.09%-4513F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,477$984K0.01%-2913F-HRTimelineGroup
Sandbox Financial Partners, LLC10,008$940K0.3%+1,11813F-HRTimeline
MML INVESTORS SERVICES, LLC9,166$861K<0.01%-1,09313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,122$857K<0.01%+33613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,086$854K<0.01%-5413F-HRTimeline
Scott Capital Advisors, LLC8,990$852K0.23%new13F-HRTimeline
LexAurum Advisors, LLC8,811$828K0.13%+33813F-HRTimeline
VestGen Advisors, LLC8,476$818K0.03%-1,43413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,684$816K<0.01%-23513F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.8,638$809K0.55%-1,36613F-HRTimeline
Institute for Wealth Management, LLC.8,515$800K0.09%+3913F-HRTimeline
Skyline Advisors, Inc.8,060$757K0.28%+16313F-HRTimeline
Creative Planningin group Creative Planning7,947$747K<0.01%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC7,927$745K0.14%013F-HRTimeline
SAGE FINANCIAL GROUP INC7,559$710K0.05%013F-HRTimeline
World Investment Advisors7,549$709K0.02%-14513F-HRTimeline
VICUS CAPITAL7,482$703K0.06%+4313F-HRTimeline
Onyx Bridge Wealth Group LLC7,315$687K0.09%-3,82813F-HRTimeline
White Lighthouse Investment Management …7,110$668K0.11%+1,44813F-HRTimeline
Westfuller Advisors, LLC7,013$659K0.38%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,980$656K0.02%+46913F-HRTimelineGroup
ABOUND FINANCIAL, LLC6,821$641K0.28%-92813F-HRTimeline
Maia Wealth LLC6,668$626K0.12%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,441$605K0.11%new13F-HRTimeline
Rossby Financial, LCC6,410$602K0.23%-60713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,328$595K<0.01%+17713F-HRTimelineGroup
May Hill Capital, LLC6,326$594K0.2%013F-HRTimeline
Davis Wealth Advisors, LLC6,321$594K0.63%013F-HRTimeline
Legacy Financial Group LLC6,270$589K0.08%-37513F-HRTimeline
Private Wealth Management Group, LLC6,213$584K0.19%-10413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,179$581K0.78%-40013F-HRTimeline
McAdam, LLC6,131$576K0.03%+34513F-HRTimeline
Aprio Wealth Management, LLC6,125$575K0.06%+31413F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,114$574K0.01%+1,01013F-HRTimeline
RAM Investment Partners, LLC6,062$570K0.12%013F-HRTimeline
DDFG, Inc6,036$567K0.14%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,006$564K0.01%013F-HRTimelineGroup
Beacon Bank & Trust5,944$558K0.13%-51013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,933$557K0.01%+2,80613F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…5,813$546K0.02%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,716$537K<0.01%-27,84413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…5,603$526K0.2%-9913F-HRTimeline
Rede Wealth, LLC5,584$525K0.19%013F-HRTimeline
Golden State Wealth Management, LLC5,492$516K0.06%+89513F-HRTimeline
Montis Financial, LLC5,288$497K0.14%-49813F-HRTimeline
Prism Advisors, Inc.5,190$488K0.14%-1,56313F-HRTimeline
Paulson Wealth Management Inc.5,180$487K0.13%+5713F-HRTimeline
D.A. DAVIDSON & CO.5,117$481K<0.01%-2013F-HRTimeline
Parkside Financial Bank & Trust5,069$476K0.05%013F-HRTimeline
Avantax Planning Partners, Inc.5,029$472K0.01%-1,65813F-HRTimeline
Emergent Wealth Advisors, LLC5,028$472K0.3%+17013F-HRTimeline
HB Wealth Management, LLC4,908$461K<0.01%-18013F-HRTimeline
WIN ADVISORS, INC4,784$449K0.22%+6313F-HRTimeline
ETF Portfolio Partners, Inc.4,682$440K0.12%+14213F-HRTimeline
Steward Partners Investment Advisory, L…4,535$426K<0.01%-5313F-HRTimeline
RTD Financial Advisors, Inc.4,518$424K0.05%-72713F-HRTimeline
Principle Wealth Partners LLC4,487$422K0.03%+113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,476$421K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC4,470$420K0.02%+5013F-HRTimeline
Clarity Wealth Development LLC4,347$408K0.41%+13013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,271$401K0.17%+12513F-HRTimeline
Allworth Financial LP4,244$399K<0.01%-17113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,121$387K<0.01%-5013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.4,008$377K0.28%new13F-HRTimeline
Parcion Private Wealth LLC3,947$371K0.03%+1,30713F-HRTimeline
Kelman-Lazarov, Inc.3,912$368K0.06%013F-HRTimeline
Focus Financial Network, Inc.3,841$361K0.01%+1,10813F-HRTimeline
Legacy Financial Advisors, Inc.3,758$353K0.06%+28713F-HRTimeline
Cornerstone Planning Group LLC3,589$348K0.07%013F-HRTimeline
Monument Group Wealth Advisors, LLC3,673$345K0.22%013F-HRTimeline
SeaCrest Wealth Management, LLC3,653$343K0.04%013F-HRTimeline
FINANCIAL LIFE ADVISORS3,640$342K0.12%013F-HRTimeline
Lifelong Wealth Advisors, Inc.3,616$340K0.11%-23513F-HRTimeline
Trust Co3,583$337K0.04%-56213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,564$335K0.01%+2,23813F-HRTimelineGroup
Integrated Wealth Concepts LLC3,546$333K<0.01%-4313F-HRTimeline
USAdvisors Wealth Management, LLC3,534$332K0.12%+89613F-HRTimeline
Redwood Financial Network Corp3,506$329K0.22%-29313F-HRTimeline
OBSIDIAN CIO, LLC3,432$322K0.05%-48713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,370$317K<0.01%013F-HRTimelineGroup
Quantum Financial Planning Services, In…3,324$312K0.15%-13113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,299$310K0.16%+19113F-HRTimeline
Columbia River Financial Group, LLC3,141$307K0.2%+10213F-HRTimeline
Clear Creek Financial Management, LLC3,241$304K0.03%013F-HRTimeline
Savvy Advisors, Inc.3,161$297K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,135$295K<0.01%-11813F-HR/ATimeline
Beaumont Financial Advisors, LLC3,100$291K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC3,097$291K0.05%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,091$290K0.03%+313F-HR/ATimeline
Valmark Advisers, Inc.2,998$282K<0.01%013F-HRTimeline
Wolff Financial Management LLC2,990$281K0.07%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,851$268K0.02%+113F-HRTimelineGroup
KPP Advisory Services LLC2,839$267K0.04%new13F-HR/ATimeline
NOVEM GROUP2,819$265K0.03%013F-HRTimeline
Merit Financial Group, LLC2,814$264K<0.01%+21513F-HRTimeline
Betterment LLC2,768$260K<0.01%new13F-HRTimeline
MAI Capital Management2,706$254K<0.01%+913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,679$252K<0.01%new13F-HRTimelineGroup
NATURAL INVESTMENTS, LLC2,665$250K0.06%-17713F-HRTimeline
Diversified Enterprises, LLC2,630$247K0.02%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,509$245K0.01%new13F-HRTimelineGroup
Sterling Group Wealth Management, LLC2,554$240K0.13%-1,03213F-HRTimeline
Stonebridge Financial Group, LLC2,533$238K0.02%013F-HRTimeline
SFM, LLC2,517$236K0.15%-11413F-HRTimeline
Per Stirling Capital Management, LLC.2,501$235K0.03%-1,74413F-HRTimeline
Occidental Asset Management, LLC2,495$234K0.03%new13F-HRTimeline