Vault-13

NUSHARES ETF TR NURE

NUVEEN SHRT TERM · ETP · CUSIP 67092P706

34 institutional holders +4 vs Q3 2024
889,617889.6k shares reported held*
$28.3mreported value*
4 new 12 added 10 reduced 3 sold out net sold ≈ $211.3k (-6.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.81.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 39Q4 22: 40Q1 23: 35Q2 23: 32Q3 23: 34Q4 23: 32Q1 24: 31Q2 24: 29Q3 24: 30Q4 24: 3434Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202239
Q4 202240
Q1 202335
Q2 202332
Q3 202334
Q4 202332
Q1 202431
Q2 202429
Q3 202430
Q4 202434

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 23: 9 bought or addedQ1 23: 27 cut or sold outQ2 23: 10 bought or addedQ2 23: 20 cut or sold outQ2 23Q3 23: 13 bought or addedQ3 23: 17 cut or sold outQ4 23: 18 bought or addedQ4 23: 17 cut or sold outQ4 23Q1 24: 14 bought or addedQ1 24: 17 cut or sold outQ2 24: 11 bought or addedQ2 24: 15 cut or sold outQ2 24Q3 24: 13 bought or addedQ3 24: 13 cut or sold outQ4 24: 16 bought or addedQ4 24: 13 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023927
Q2 20231020
Q3 20231317
Q4 20231817
Q1 20241417
Q2 20241115
Q3 20241313
Q4 20241613

Biggest buyers

GOLDMAN SACHS GROUP INC New +14,553+14.6k
Cornerstone Wealth Management, LLC Added +13,979+14.0k
Mezzasalma Advisors, LLC New +7,200+7.2k
LPL Financial LLC Added +1,595+1.6k
KWB Wealth Added +1,335+1.3k
Cambridge Investment Research Advisors, Inc. Added +701+701
WELLS FARGO & COMPANY/MN Added +609+609
ENVESTNET ASSET MANAGEMENT INC Added +388+388
Kestra Investment Management, LLC New +355+355
MORGAN STANLEY Added +295+295

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -25,087-25.1k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sold out -6,057-6.1k
Cetera Investment Advisers Reduced -5,632-5.6k
BANK OF AMERICA CORP /DE/ Reduced -3,162-3.2k
ROYAL BANK OF CANADA Reduced -2,802-2.8k
SILVER OAK SECURITIES, INCORPORATED Reduced -2,338-2.3k
Tower Research Capital LLC (TRC) Reduced -1,128-1.1k
AE Wealth Management LLC Reduced -1,017-1.0k
Arcus Capital Partners, LLC Reduced -773-773
Clear Creek Financial Management, LLC Reduced -252-252

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 307,762307.8k $9.8m $9.8m 0.00% Reduced -3.2k -3,162
2 Anderson Financial Strategies, LLC 4.26% of their portfolio DAYTON, OH 222,267222.3k $7.1m $7.1m 4.26% First filing
3 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 37,92437.9k $1.2m $1.2m 0.08% Added +14.0k +13,979
4 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,61736.6k $1.2m $1.2m 0.00% Added +701 +701
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,29431.3k $995.2k $995.2k 0.00% Added +1.6k +1,595
6 SK Wealth Management, LLC 0.40% of their portfolio PROVIDENCE, RI 24,79624.8k $788.5k $788.5k 0.40% Added +270 +270
7 Arcus Capital Partners, LLC 0.22% of their portfolio ATLANTA, GA 22,46122.5k $687.4k $687.4k 0.22% Reduced -773 -773
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,14219.1k $608.7k $608.7k 0.00% Reduced -5.6k -5,632
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,91918.9k $601.6k $601.6k 0.00% Reduced -25.1k -25,087
10 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 17,89017.9k $564.5k $564.5k 0.05% Reduced -2.3k -2,338
11 KWB Wealth 0.07% of their portfolio REDLANDS, CA 17,65617.7k $598.7k $598.7k 0.07% Added +1.3k +1,335
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 16,64816.6k $529.4k $529.4k 0.00% Added +295 +295
13 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 16,55516.6k $526.5k $526.5k 0.01% Reduced -1.1k -1,128
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,55314.6k $462.8k $462.8k 0.00% New
15 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,34413.3k $424.4k $424.4k 0.00% Reduced -1.0k -1,017
16 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.37% of their portfolio APPLETON, WI 10,77410.8k $342.6k $342.6k 0.37% First filing
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,58210.6k $336.5k $336.5k 0.00% First filing
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9118.9k $283.0k $283.0k 0.00% Added +130 +130
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,8228.8k $281.0k $281.0k 0.00% Reduced -2.8k -2,802
20 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 8,5248.5k $271.1k $271.1k 0.03% Reduced -252 -252
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,1378.1k $258.8k $258.8k 0.00% Added +388 +388
22 Mezzasalma Advisors, LLC 0.07% of their portfolio TINTON FALLS, NJ 7,2007.2k $229.0k $229.0k 0.07% New
23 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,0514.1k $128.8k $128.8k 0.05% Added +2 +2
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,5061.5k $47.9k $47.9k 0.00% Added +250 +250
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 610610 $19.4k $19.4k 0.00% Added +609 +609
26 Global Trust Asset Management, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 600600 $19.1k $19.1k 0.01% Unchanged
27 OARSMAN CAPITAL, INC. 0.00% of their portfolio MILWAUKEE, WI 568568 $18.1k $18.1k 0.00% Added +48 +48
28 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 458458 $14.6k $14.6k 0.00% Reduced -39 -39
29 Kestra Investment Management, LLC 0.00% of their portfolio AUSTIN, TX 355355 $11.3k $11.3k 0.00% New
30 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 214214 $6.8k $6.8k 0.00% Unchanged
31 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 172172 $5.5k $5.5k 0.00% Unchanged
32 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 165165 $5.2k $5.2k 0.00% New
33 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 140140 $4.5k $4.5k 0.00% Unchanged
34 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged