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Disclosery

NULG NUSHARES ETF TR

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ETF (fund)

284 managers (287 13F filers) reported a position in NULG shares at 2025-12-31, 15,587,118 shares in all. 25 filers opened a position and 18 filers sold out during the quarter.

Managers
284
13F filers
287
New
25
Added
116
Reduced
93
Sold out
18
Shares held by filers
15,587,118

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/3,178,572$311M0.02%-259,25013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,644,281$259M0.62%+43,16413F-HRTimelineGroup
Northwest & Ethical Investments L.P.1,315,300$129M2.9%new13F-HR/ATimeline
LPL Financial LLC971,536$95M0.03%+115,24213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC678,284$66.3M0.09%+89,58213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO582,214$56.9M<0.01%-4,93613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY521,099$51M<0.01%+50,42913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding424,586$41.5M-50,411Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC321,787$31.5M0.01%+87,45613F-HRTimelineGroup
Cambridge Investment Research Advisors,…251,105$24.6M0.06%+3,15413F-HRTimeline
UBS Group AGgroup of 2 filers holding245,147$24M-447Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp148,822$14.6M<0.01%+72,41613F-HRTimelineGroup
RVW Wealth, LLC138,485$13.5M1.03%-2,47413F-HRTimeline
Beacon Pointe Advisors, LLC129,547$12.7M0.09%+8,69613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV127,746$11.9M0.02%+8,26013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC115,525$11.3M0.15%-2,81313F-HRTimeline
Cetera Investment Advisers110,917$10.8M0.01%+23,96213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS108,772$10.6M0.02%+10,11013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP103,058$10.1M0.21%+4,76213F-HRTimeline
O'Brien Wealth Partners LLC103,049$10.1M1.33%-2,26713F-HRTimeline
Clarity Asset Management, Inc.103,049$10.1M5.55%+1,34613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,396$9.82M0.01%+4,34213F-HRTimeline
Vestmark Advisory Solutions, Inc.99,609$9.74M0.13%-7,73913F-HRTimeline
Impact Investors, Inc94,849$9.28M6.43%-2,97913F-HRTimeline
HighTower Advisors, LLC85,460$8.36M0.01%-48713F-HRTimeline
DeDora Capital, Inc.73,875$7.22M1.71%-88813F-HRTimeline
WCG Wealth Advisors LLC73,221$7.16M0.2%+58,00013F-HRTimeline
One Capital Management, LLC68,761$6.72M0.2%+34,22213F-HRTimeline
Global Retirement Partners, LLC68,500$6.7M0.12%+1,23713F-HRTimeline
Francis Financial, Inc.68,239$6.67M1.31%-53813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC60,232$5.89M0.01%+3,33513F-HRTimelineGroup
Uniting Wealth Partners, LLC58,852$5.76M1.76%+1,53113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,763$5.55M<0.01%+64613F-HRTimelineGroup
Private Advisor Group, LLC55,267$5.41M0.03%-4,37413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,025$5.38M0.01%+5,48513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,736$5.16M<0.01%+61113F-HRTimelineGroup
Elevation Capital Advisory, LLC51,023$4.99M2.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,368$4.53M<0.01%+1,15013F-HRTimelineGroup
NewEdge Advisors, LLC46,284$4.53M0.02%-3,87513F-HRTimeline
True Blue Financial, LLC45,800$4.48M3.7%13F-HRTimeline
TrueWealth Financial Partners45,689$4.47M3.69%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,480$4.16M0.01%+30,85913F-HRTimelineGroup
EP Wealth Advisors, LLC40,366$3.95M0.02%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,257$3.94M0.02%+15,20313F-HRTimelineGroup
CRUX WEALTH ADVISORS35,585$3.48M1.29%+77913F-HRTimeline
Laurel Wealth Planning LLC35,410$3.46M1.92%-1,22913F-HRTimeline
FMR LLCin group FMR LLC34,940$3.42M<0.01%-28113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP32,322$3.16M<0.01%-1,76313F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31,924$3.12M<0.01%+1,29013F-HRTimelineGroup
Evolution Advisers, Inc.31,757$3.1M1.34%-15413F-HRTimeline
L & S Advisors Inc27,900$2.73M0.25%+5513F-HRTimeline
UMB Bank, n.a.27,607$2.7M0.04%-72213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…27,100$2.65M0.01%+2,10013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …26,520$2.59M0.03%-14013F-HRTimelineGroup
Mascoma Wealth Management LLC25,940$2.54M0.54%+9913F-HRTimeline
BOKF, NAin group BOKF, NA25,140$2.46M0.04%+3613F-HRTimelineGroup
Revolve Wealth Partners, LLC24,048$2.35M0.28%+1,07113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,633$2.31M<0.01%+10,99913F-HRTimelineGroup
SGL Investment Advisors, Inc.24,990$2.31M0.92%+2,56213F-HRTimeline
B. Riley Wealth Advisors, Inc.23,226$2.27M0.11%+22113F-HRTimeline
Wealth Advisory Team LLC23,191$2.27M2.01%13F-HRTimeline
Aptus Capital Advisors, LLC23,191$2.27M0.02%-22513F-HRTimeline
Scott Capital Advisors, LLC22,919$2.24M0.5%+13,84913F-HRTimeline
CWM, LLCin group CWM, LLC22,649$2.21M0.01%-2,42713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,224$2.17M<0.01%-2,34113F-HRTimelineGroup
Legacy Edge Advisors, LLC22,005$2.15M0.24%+13313F-HRTimeline
Equita Financial Network, Inc.21,928$2.14M0.65%+2,33813F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS20,903$2.04M1.07%13F-HRTimeline
J.Safra Asset Management Corp20,160$1.97M0.1%-29513F-HRTimeline
Financial Insights, Inc.20,144$1.97M0.66%-37313F-HRTimeline
CGN Advisors LLC19,195$1.88M0.15%-80313F-HRTimeline
NorthRock Partners, LLC19,044$1.86M0.03%-69713F-HRTimeline
CX Institutional18,982$1.86M0.06%+1,89513F-HRTimeline
XY Planning Network, Inc.18,207$1.78M0.31%+2,76113F-HRTimeline
Falcon Wealth Planning17,713$1.73M0.15%-3313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,705$1.73M<0.01%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,449$1.71M<0.01%-10913F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,318$1.69M0.01%+3,79213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…17,127$1.68M0.04%-12213F-HRTimelineGroup
IHT Wealth Management, LLC16,677$1.63M0.04%-56313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,382$1.6M<0.01%+14,58213F-HR/ATimelineGroup
Baltimore-Washington Financial Advisors…16,233$1.59M0.07%-6013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,826$1.55M<0.01%-10613F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding15,400$1.51M-60,497Timeline
MML INVESTORS SERVICES, LLC15,103$1.48M<0.01%+4,65213F-HRTimeline
First Pacific Financial14,751$1.44M0.19%+71313F-HRTimeline
MFA WEALTH ADVISORS, LLC14,585$1.43M0.3%013F-HRTimeline
Heck Capital Advisors, LLC14,217$1.39M0.1%-99913F-HRTimeline
Cornerstone Financial Management LLC13,395$1.31M1.23%13F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC13,330$1.3M0.06%+14213F-HRTimeline
Curtis Advisory Group, LLC13,161$1.29M0.27%+82313F-HRTimeline
Wescott Financial Advisory Group, LLC12,827$1.25M0.11%+84313F-HRTimeline
Farther Finance Advisors, LLC12,668$1.24M0.01%+4,87013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,566$1.23M0.01%-43713F-HRTimelineGroup
Refined Wealth Management12,510$1.22M0.82%+513F-HRTimeline
Sandbox Financial Partners, LLC12,404$1.21M0.34%-74013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,304$1.2M0.02%+44813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12,035$1.18M0.06%-69013F-HRTimeline
WealthShield Partners, LLC11,999$1.17M0.13%+33013F-HRTimeline
Colorado Capital Management, Inc.11,533$1.13M0.42%-1,92713F-HRTimeline
BlueStem Wealth Partners, LLC10,660$1.04M0.12%+34613F-HRTimeline
White Lighthouse Investment Management …10,478$1.02M0.14%+30513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,447$1.02M0.02%+1,87313F-HRTimeline
HB Wealth Management, LLC10,289$1.01M0.01%+1,30213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,069$985K0.01%-33013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,958$974K0.16%-16,97413F-HRTimelineGroup
Brooklyn Investment Group9,690$959K0.04%new13F-HRTimeline
May Hill Capital, LLC9,690$948K0.26%+4,45413F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,683$947K0.04%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC9,634$942K0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,276$907K0.01%+76213F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…9,162$896K0.02%+2,90713F-HRTimeline
Western Wealth Management, LLC8,708$852K0.04%+3,62013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,257$808K0.53%-15013F-HRTimeline
Maia Wealth LLC8,355$799K0.14%+2,08013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,164$798K0.14%-7,61713F-HRTimeline
Skyline Advisors, Inc.8,106$793K0.26%-43113F-HRTimeline
RFG Advisory, LLC8,065$789K0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC7,689$752K0.1%-8013F-HRTimeline
SAGE FINANCIAL GROUP INC7,424$726K0.05%-2013F-HRTimeline
Creative Planningin group Creative Planning7,362$720K<0.01%-25013F-HRTimelineGroup
VICUS CAPITAL7,361$720K0.05%+31713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,087$694K0.02%+21013F-HR/ATimelineGroup
Westfuller Advisors, LLC7,019$686K0.28%+613F-HRTimeline
Orion Porfolio Solutions, LLC6,979$683K0.01%+3,78713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,883$674K<0.01%new13F-HRTimelineGroup
World Investment Advisors6,768$662K0.01%+113F-HR/ATimeline
Rossby Financial, LCC6,702$655K0.21%-20713F-HRTimeline
Allworth Financial LP6,499$636K<0.01%+2,28713F-HRTimeline
ABOUND FINANCIAL, LLC6,497$635K0.25%-35313F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,390$625K0.01%+1513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,312$617K+441Timeline
Aprio Wealth Management, LLC6,308$617K0.04%+11013F-HRTimeline
Private Wealth Management Group, LLC6,142$601K0.16%-6013F-HRTimeline
Paulson Wealth Management Inc.6,112$598K0.14%+41113F-HRTimeline
&PARTNERS6,077$594K<0.01%new13F-HRTimeline
RAM Investment Partners, LLC6,062$593K0.11%013F-HRTimeline
Rede Wealth, LLC6,033$590K0.21%new13F-HRTimeline
Focus Financial Network, Inc.5,928$580K0.02%+36113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,923$579K<0.01%-11013F-HRTimelineGroup
Sunrise Financial Services, LLC5,851$572K0.43%13F-HRTimeline
McAdam, LLC5,836$571K0.03%+4313F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…5,813$569K0.02%013F-HRTimelineGroup
DDFG, Inc5,760$563K0.12%-2913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,747$562K1.08%+6913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC5,699$557K0.08%-1,04613F-HR/ATimeline
Davis Wealth Advisors, LLC5,601$548K0.46%+14613F-HRTimeline
BLUELINE ADVISORS LLC5,375$526K0.43%13F-HRTimeline
Golden State Wealth Management, LLC5,373$526K0.06%-10513F-HRTimeline
VestGen Advisors, LLC5,343$523K0.02%-3,13513F-HRTimeline
Prism Advisors, Inc.5,328$521K0.14%+11913F-HRTimeline
Beacon Bank & Trust5,310$519K0.11%-4513F-HRTimeline
Westview Management dba Westview Invest…5,268$515K0.25%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,261$514K0.11%-27013F-HRTimeline
Old Peak Finance LLC5,240$512K0.32%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,131$502K<0.01%+2,84413F-HRTimelineGroup
D.A. DAVIDSON & CO.4,977$487K<0.01%-5013F-HRTimeline
Estate Counselors, LLC4,960$485K0.04%-2,56013F-HRTimeline
Emergent Wealth Advisors, LLC4,946$484K0.27%013F-HRTimeline
Trademark Financial Management, LLC4,911$480K0.26%-9,48913F-HRTimeline
Avantax Planning Partners, Inc.4,635$453K0.01%-24713F-HRTimeline
Clarity Wealth Development LLC4,564$446K0.38%+3713F-HRTimeline
Steward Partners Investment Advisory, L…4,537$444K<0.01%+213F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,531$443K0.28%13F-HRTimeline
Principle Wealth Partners LLC4,489$439K0.02%+213F-HRTimeline
ETF Portfolio Partners, Inc.4,443$435K0.11%+9113F-HRTimeline
Freedom Investment Management, Inc.4,429$433K0.13%-5,26713F-HRTimeline
Birchwood Financial Partners, Inc.4,292$420K0.42%13F-HRTimeline
Legacy Financial Group LLC4,438$418K0.05%-1,32913F-HRTimeline
Fingerlakes Wealth Management, Inc.4,209$412K0.26%-7613F-HRTimeline
RTD Financial Advisors, Inc.4,178$409K0.05%-1613F-HRTimeline
Savvy Advisors, Inc.4,176$408K0.01%+59813F-HRTimeline
Kelman-Lazarov, Inc.4,157$407K0.06%-913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,121$403K<0.01%013F-HRTimelineGroup
Rollins Financial Advisors, LLC4,096$401K0.06%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,046$396K0.2%+74713F-HRTimeline
Trust Co3,973$389K0.04%013F-HRTimeline
Parcion Private Wealth LLC3,969$388K0.02%+213F-HRTimeline
Strategic Financial Concepts, LLC3,874$379K0.35%new13F-HRTimeline
Parkside Financial Bank & Trust3,849$376K0.03%-70713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,765$368K<0.01%+44813F-HRTimelineGroup
SeaCrest Wealth Management, LLC3,653$365K0.04%013F-HRTimeline
HighPoint Advisor Group LLC3,725$364K0.01%new13F-HRTimeline
Monument Group Wealth Advisors, LLC3,673$359K0.2%013F-HRTimeline
Cornerstone Planning Group LLC3,593$358K0.06%+11513F-HRTimeline
Legacy Financial Advisors, Inc.3,630$355K0.05%-5013F-HRTimeline
Lifelong Wealth Advisors, Inc.3,509$343K0.09%-10713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,465$339K0.01%-2913F-HRTimelineGroup
USAdvisors Wealth Management, LLC3,435$335K0.11%-9413F-HRTimeline
Curry Webb Wealth Management LLC3,380$331K0.16%13F-HRTimeline
Quantum Financial Planning Services, In…3,369$329K0.12%+113F-HRTimeline
JGP Wealth Management, LLC3,261$319K0.03%+97313F-HRTimeline
Clear Creek Financial Management, LLC3,245$317K0.03%+413F-HRTimeline
FINANCIAL LIFE ADVISORS3,231$316K0.1%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,207$314K0.11%-213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,112$304K0.04%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,100$303K0.02%+313F-HR/ATimeline
Valmark Advisers, Inc.3,083$302K<0.01%013F-HRTimeline
Merit Financial Group, LLC3,080$301K<0.01%+26613F-HRTimeline
Montis Financial, LLC2,996$293K0.06%-2,20213F-HRTimeline