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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,437,822$342M0.03%-355,99813F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,601,117$259M0.63%+88,33113F-HRTimelineGroup
LPL Financial LLC856,294$85.2M0.02%+58,17413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC588,702$58.5M0.08%-10,91513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO587,150$58.4M<0.01%+507,81213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding474,997$47.2M-2,079Timeline
MORGAN STANLEYin group MORGAN STANLEY470,670$46.8M<0.01%+24,27213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…247,951$24.7M0.07%-27,16613F-HRTimeline
UBS Group AGin group UBS Group AG245,594$24.4M<0.01%-9,18413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC234,331$23.3M0.01%-8,19313F-HRTimelineGroup
RVW Wealth, LLC140,959$14M1.09%-17413F-HRTimeline
Beacon Pointe Advisors, LLC120,851$12M0.1%+37,66913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,486$11.9M0.02%+105,31213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC118,338$11.8M0.16%+48,39813F-HRTimeline
Vestmark Advisory Solutions, Inc.107,348$10.7M0.2%-102,35213F-HRTimeline
O'Brien Wealth Partners LLC105,316$10.5M1.42%-2,17113F-HRTimeline
Clarity Asset Management, Inc.101,703$10.1M5.67%-1,62813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS98,662$9.81M0.02%+21313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP98,296$9.78M0.2%-1,49313F-HRTimeline
Impact Investors, Inc97,828$9.73M6.41%-29,71013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,054$9.38M0.01%+59813F-HRTimeline
Cetera Investment Advisers86,955$8.65M0.01%-5,12613F-HRTimeline
HighTower Advisors, LLC85,947$8.55M0.01%-1,55713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,406$7.6M<0.01%-1,10513F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding75,897$7.55M-19,535Timeline
DeDora Capital, Inc.74,763$7.44M1.79%-55413F-HRTimeline
Francis Financial, Inc.68,777$6.84M1.22%+26513F-HRTimeline
Global Retirement Partners, LLC67,263$6.69M0.15%+10,97913F-HRTimeline
Private Advisor Group, LLC59,641$5.93M0.03%-1,28713F-HRTimeline
Uniting Wealth Partners, LLC57,321$5.7M1.35%-12,96913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC56,897$5.66M0.01%+1,65013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,117$5.58M<0.01%+6,84713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,125$5.18M<0.01%+59813F-HRTimelineGroup
NewEdge Advisors, LLC50,159$4.99M0.02%-2,44913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,540$4.9M0.01%-1,77213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,218$4.5M<0.01%+13,28413F-HRTimelineGroup
Laurel Wealth Planning LLC36,639$3.64M1.93%-19913F-HRTimeline
FMR LLCin group FMR LLC35,221$3.5M<0.01%-72713F-HRTimelineGroup
CRUX WEALTH ADVISORS34,806$3.46M1.37%+35613F-HRTimeline
One Capital Management, LLC34,539$3.43M0.11%+60313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,085$3.39M0.01%+1,21813F-HRTimelineGroup
Evolution Advisers, Inc.31,911$3.17M1.43%+25813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,634$3.05M<0.01%-51213F-HRTimelineGroup
UMB Bank, n.a.28,329$2.82M0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
L & S Advisors Inc27,845$2.77M0.27%+58513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…26,932$2.68M0.45%+1,14313F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …26,660$2.65M0.03%-13313F-HRTimelineGroup
Mascoma Wealth Management LLC25,841$2.57M0.57%+27613F-HRTimeline
BOKF, NAin group BOKF, NA25,104$2.5M0.04%+2,46213F-HRTimelineGroup
CWM, LLCin group CWM, LLC25,076$2.49M0.01%+8,92213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,054$2.49M0.01%+15,93213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…25,000$2.49M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,565$2.44M<0.01%-26913F-HRTimelineGroup
Aptus Capital Advisors, LLC23,416$2.33M0.02%-39413F-HRTimeline
SGL Investment Advisors, Inc.22,428$2.29M0.95%+6313F-HRTimeline
B. Riley Wealth Advisors, Inc.23,005$2.29M0.11%+10013F-HRTimeline
Revolve Wealth Partners, LLC22,977$2.29M0.27%-77613F-HRTimeline
Legacy Edge Advisors, LLC21,872$2.18M0.26%+81613F-HRTimeline
Financial Insights, Inc.20,517$2.04M0.68%+4,43913F-HRTimeline
J.Safra Asset Management Corp20,455$2.03M0.12%013F-HRTimeline
CGN Advisors LLC19,998$1.99M0.16%+2,16113F-HRTimeline
NorthRock Partners, LLC19,741$1.96M0.04%-7713F-HRTimeline
Equita Financial Network, Inc.19,590$1.95M0.66%-24413F-HRTimeline
IMPACTfolio, LLC19,199$1.91M0.82%new13F-HRTimeline
Falcon Wealth Planning17,746$1.76M0.16%+2,25513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,558$1.75M<0.01%-72813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…17,249$1.72M0.04%013F-HRTimelineGroup
IHT Wealth Management, LLC17,240$1.71M0.04%+17613F-HRTimeline
CX Institutional17,087$1.7M0.05%-1,82313F-HRTimeline
Baltimore-Washington Financial Advisors…16,293$1.62M0.07%-51813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,932$1.58M<0.01%-93113F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC15,781$1.57M0.28%013F-HRTimeline
WCG Wealth Advisors LLC15,221$1.51M0.09%-31,46913F-HRTimeline
Heck Capital Advisors, LLC15,216$1.51M0.12%-2013F-HRTimeline
XY Planning Network, Inc.15,446$1.45M0.49%013F-HRTimeline
MFA WEALTH ADVISORS, LLC14,585$1.45M0.32%013F-HRTimeline
Trademark Financial Management, LLC14,400$1.43M0.83%+18513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP14,100$1.4M<0.01%new13F-HRTimelineGroup
First Pacific Financial14,038$1.4M0.19%-78213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,526$1.35M0.01%-4113F-HRTimelineGroup
Colorado Capital Management, Inc.13,460$1.34M0.52%-28613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,188$1.31M0.08%+1,13313F-HRTimeline
Sandbox Financial Partners, LLC13,144$1.31M0.37%+3,13613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,003$1.29M0.01%-63313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12,725$1.27M0.06%+56713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,634$1.26M<0.01%-12,11213F-HRTimelineGroup
Refined Wealth Management12,505$1.24M0.8%-34813F-HRTimeline
Curtis Advisory Group, LLC12,338$1.23M0.28%+10613F-HRTimeline
Wescott Financial Advisory Group, LLC11,984$1.19M0.11%+19813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,856$1.18M0.03%+41513F-HRTimelineGroup
WealthShield Partners, LLC11,669$1.16M0.13%-62913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,621$1.16M<0.01%-21,60513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,451$1.04M<0.01%+1,28513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,399$1.03M0.01%-7813F-HRTimelineGroup
BlueStem Wealth Partners, LLC10,314$1.03M0.12%-1,23013F-HRTimeline
White Lighthouse Investment Management …10,173$1.01M0.15%+3,06313F-HRTimeline
Freedom Investment Management, Inc.9,696$964K0.25%-4,84313F-HRTimeline
COZAD ASSET MANAGEMENT INC9,634$958K0.08%-1,11613F-HRTimeline
Scott Capital Advisors, LLC9,070$918K0.21%+8013F-HRTimeline
HB Wealth Management, LLC8,987$894K0.01%+4,07913F-HRTimeline
GTS SECURITIES LLC8,854$881K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,574$853K0.02%+2,64113F-HRTimeline
Skyline Advisors, Inc.8,537$849K0.29%+47713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,514$847K<0.01%-17013F-HRTimelineGroup
VestGen Advisors, LLC8,478$843K0.03%+213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,407$834K0.53%-23113F-HRTimeline
LexAurum Advisors, LLC8,238$819K0.12%-57313F-HRTimeline
Farther Finance Advisors, LLC7,798$776K0.01%+5,83213F-HRTimeline
Walkner Condon Financial Advisors LLC7,769$773K0.12%-15813F-HRTimeline
Creative Planningin group Creative Planning7,612$757K<0.01%-33513F-HRTimelineGroup
Estate Counselors, LLC7,520$748K0.06%new13F-HRTimeline
SAGE FINANCIAL GROUP INC7,444$740K0.05%-11513F-HRTimeline
Institute for Wealth Management, LLC.7,270$723K0.08%-1,24513F-HRTimeline
VICUS CAPITAL7,044$701K0.05%-43813F-HRTimeline
Westfuller Advisors, LLC7,013$697K0.32%013F-HRTimeline
Rossby Financial, LCC6,909$687K0.23%+49913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,877$684K0.02%-10313F-HRTimelineGroup
ABOUND FINANCIAL, LLC6,850$681K0.27%+2913F-HRTimeline
World Investment Advisors6,767$673K0.01%-78213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,745$671K0.1%+30413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,375$634K0.01%+36913F-HRTimelineGroup
Maia Wealth LLC6,275$626K0.11%-39313F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,255$622K0.01%+14113F-HRTimeline
Private Wealth Management Group, LLC6,202$617K0.17%-1113F-HRTimeline
Aprio Wealth Management, LLC6,198$616K0.06%+7313F-HRTimeline
RAM Investment Partners, LLC6,062$603K0.11%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,033$600K<0.01%-29513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding5,871$584K+2,501Timeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…5,813$578K0.02%013F-HRTimelineGroup
McAdam, LLC5,793$576K0.03%-33813F-HRTimeline
DDFG, Inc5,789$576K0.13%-24713F-HRTimeline
Legacy Financial Group LLC5,767$574K0.08%-50313F-HRTimeline
Paulson Wealth Management Inc.5,701$567K0.13%+52113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,678$565K0.71%-50113F-HRTimeline
Focus Financial Network, Inc.5,567$554K0.02%+1,72613F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,531$550K0.19%-7213F-HRTimeline
Golden State Wealth Management, LLC5,478$545K0.06%-1413F-HRTimeline
Davis Wealth Advisors, LLC5,455$542K0.49%-86613F-HRTimeline
Beacon Bank & Trust5,355$533K0.11%-58913F-HRTimeline
May Hill Capital, LLC5,236$521K0.15%-1,09013F-HRTimeline
Prism Advisors, Inc.5,209$518K0.14%+1913F-HRTimeline
Montis Financial, LLC5,198$517K0.12%-9013F-HRTimeline
Western Wealth Management, LLC5,088$506K0.03%+61813F-HRTimeline
D.A. DAVIDSON & CO.5,027$500K<0.01%-9013F-HRTimeline
Emergent Wealth Advisors, LLC4,946$492K0.29%-8213F-HRTimeline
Avantax Planning Partners, Inc.4,882$486K0.01%-14713F-HRTimeline
Clarity Wealth Development LLC4,527$464K0.42%+18013F-HRTimeline
Parkside Financial Bank & Trust4,556$453K0.04%-51313F-HRTimeline
Steward Partners Investment Advisory, L…4,535$451K<0.01%013F-HRTimeline
Principle Wealth Partners LLC4,487$446K0.03%013F-HRTimeline
ETF Portfolio Partners, Inc.4,352$433K0.12%-33013F-HRTimeline
Fingerlakes Wealth Management, Inc.4,285$426K0.28%+27713F-HRTimeline
Allworth Financial LP4,212$419K<0.01%-3213F-HRTimeline
RTD Financial Advisors, Inc.4,194$417K0.05%-32413F-HRTimeline
Kelman-Lazarov, Inc.4,166$414K0.06%+25413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,121$410K<0.01%013F-HRTimelineGroup
Rollins Financial Advisors, LLC4,096$407K0.06%+99913F-HRTimeline
Trust Co3,973$395K0.04%+39013F-HRTimeline
Parcion Private Wealth LLC3,967$395K0.02%+2013F-HRTimeline
Sanctuary Advisors, LLC3,781$376K<0.01%+1,53013F-HR/ATimeline
SeaCrest Wealth Management, LLC3,653$370K0.04%013F-HRTimeline
Legacy Financial Advisors, Inc.3,680$366K0.05%-7813F-HRTimeline
Monument Group Wealth Advisors, LLC3,673$365K0.22%013F-HRTimeline
Lifelong Wealth Advisors, Inc.3,616$360K0.11%013F-HRTimeline
Savvy Advisors, Inc.3,578$356K0.02%+41713F-HRTimeline
USAdvisors Wealth Management, LLC3,529$350K0.12%-513F-HRTimeline
Integrated Wealth Concepts LLC3,503$348K<0.01%-4313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,494$347K0.01%-7013F-HRTimelineGroup
OBSIDIAN CIO, LLC3,407$339K0.04%-2513F-HRTimeline
Quantum Financial Planning Services, In…3,368$335K0.14%+4413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,317$330K<0.01%new13F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC3,299$328K0.16%013F-HRTimeline
Redwood Financial Network Corp3,278$326K0.21%-22813F-HRTimeline
Clear Creek Financial Management, LLC3,241$322K0.03%013F-HRTimeline
FINANCIAL LIFE ADVISORS3,231$321K0.1%-40913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,209$319K0.12%-1,06213F-HRTimeline
Orion Porfolio Solutions, LLC3,192$317K<0.01%+5713F-HRTimeline
Columbia River Financial Group, LLC3,141$313K0.19%013F-HRTimeline
Beaumont Financial Advisors, LLC3,100$308K0.02%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,097$308K0.02%+613F-HR/ATimeline
Valmark Advisers, Inc.3,083$307K<0.01%+8513F-HRTimeline
Sterling Group Wealth Management, LLC3,024$301K0.15%+47013F-HRTimeline
Wolff Financial Management LLC2,990$297K0.07%013F-HRTimeline
Triad Wealth Partners, LLC2,891$288K0.04%new13F-HRTimeline
Vantage Point Financial LLC2,891$288K0.11%new13F-HRTimeline
NOVEM GROUP2,866$285K0.03%+4713F-HRTimeline
Merit Financial Group, LLC2,814$280K<0.01%013F-HR/ATimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,809$279K0.03%-4213F-HR/ATimelineGroup
MAI Capital Management2,794$278K<0.01%+8813F-HRTimeline
Diversified Enterprises, LLC2,757$274K0.02%+12713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,659$272K0.01%+15013F-HRTimelineGroup
WARNER FINANCIAL, INC2,653$264K0.1%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,378$256K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,554$254K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC2,533$252K0.02%013F-HRTimeline
Occidental Asset Management, LLC2,501$249K0.03%+613F-HRTimeline
Per Stirling Capital Management, LLC.2,462$245K0.03%-3913F-HRTimeline
SFM, LLC2,441$243K0.14%-7613F-HRTimeline
Ashton Thomas Private Wealth, LLC2,419$241K0.01%new13F-HRTimeline
Chicago Wealth Management, Inc.2,362$235K0.1%013F-HRTimeline