Vault-13

NUSHARES ETF TR NUDM

NUVEEN ESG INTL · ETP · CUSIP 67092P805

122 institutional holders +8 vs Q3 2024
11,844,99211.8m shares reported held*
$356.6mreported value*
13 new 52 added 24 reduced 14 sold out net bought ≈ $13.2m (+437.8k 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 ≈ $30.10.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 88Q1 23: 98Q2 23: 96Q3 23: 98Q4 23: 99Q1 24: 105Q2 24: 109Q3 24: 114Q4 24: 122122Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202279
Q4 202288
Q1 202398
Q2 202396
Q3 202398
Q4 202399
Q1 2024105
Q2 2024109
Q3 2024114
Q4 2024122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 49 bought or addedQ1 23: 37 cut or sold outQ2 23: 45 bought or addedQ2 23: 38 cut or sold outQ2 23Q3 23: 44 bought or addedQ3 23: 35 cut or sold outQ4 23: 45 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 56 bought or addedQ1 24: 34 cut or sold outQ2 24: 50 bought or addedQ2 24: 40 cut or sold outQ2 24Q3 24: 58 bought or addedQ3 24: 37 cut or sold outQ4 24: 65 bought or addedQ4 24: 38 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234937
Q2 20234538
Q3 20234435
Q4 20234537
Q1 20245634
Q2 20245040
Q3 20245837
Q4 20246538

Biggest buyers

TIAA TRUST, NATIONAL ASSOCIATION Added +84,501+84.5k
Ameritas Advisory Services, LLC New +81,924+81.9k
ROYAL BANK OF CANADA Added +78,237+78.2k
MORGAN STANLEY Added +67,486+67.5k
OPPENHEIMER ASSET MANAGEMENT INC. Added +56,735+56.7k
3EDGE Asset Management, LP New +46,734+46.7k
BANK OF AMERICA CORP /DE/ Added +43,833+43.8k
FLOW TRADERS U.S. LLC New +42,183+42.2k
Vestmark Advisory Solutions, Inc. Added +30,727+30.7k
Vontobel Holding Ltd. New +29,541+29.5k

Biggest sellers

Trademark Financial Management, LLC Sold out -57,173-57.2k
Wealthfront Advisers LLC Reduced -55,594-55.6k
Sowell Financial Services LLC Sold out -50,126-50.1k
NORTHERN TRUST CORP Reduced -43,536-43.5k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Sold out -34,033-34.0k
AdvisorNet Financial, Inc Sold out -21,320-21.3k
Cerity Partners OCIO LLC Sold out -16,678-16.7k
CITADEL ADVISORS LLC Sold out -9,982-10.0k
Cetera Investment Advisers Reduced -9,063-9.1k
Legacy Edge Advisors, LLC Sold out -7,252-7.3k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA TRUST, NATIONAL ASSOCIATION 0.20% of their portfolio CHARLOTTE, NC 2,152,7742.2m $64.7m $64.7m 0.20% Added +84.5k +84,501
2 Wealthfront Advisers LLC 0.13% of their portfolio Palo Alto, CA 1,467,4391.5m $44.1m $44.1m 0.13% Reduced -55.6k -55,594
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,317,3761.3m $39.6m $39.6m 0.01% Added +78.2k +78,237
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 741,727741.7k $22.3m $22.3m 0.00% Added +43.8k +43,833
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 656,653656.7k $19.7m $19.7m 0.00% Added +67.5k +67,486
6 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 512,953513.0k $15.4m $15.4m 0.05% Added +6.7k +6,749
7 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 365,919365.9k $11.0m $11.0m 0.04% Added +24.2k +24,205
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 357,502357.5k $10.7m $10.7m 0.00% Added +8.3k +8,309
9 WCG Wealth Advisors LLC 0.65% of their portfolio LAS VEGAS, NV 325,750325.8k $9.8m $9.8m 0.65% Added +20.0k +20,044
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 280,585280.6k $8.4m $8.4m 0.00% Reduced -1.6k -1,621
11 Vestmark Advisory Solutions, Inc. 0.24% of their portfolio Wakefield, MA 234,595234.6k $7.1m $7.1m 0.24% Added +30.7k +30,727
12 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 204,142204.1k $6.3m $6.3m 0.01% Added +14.9k +14,882
13 MISSION WEALTH MANAGEMENT, LP 0.13% of their portfolio Santa Barbara, CA 176,610176.6k $5.3m $5.3m 0.13% Added +1.6k +1,566
14 Evolution Advisers, Inc. 2.35% of their portfolio RICHMOND, VA 143,185143.2k $4.3m $4.3m 2.35% Added +2.4k +2,422
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 140,199140.2k $4.2m $4.2m 0.00% Added +1.6k +1,628
16 LongView Asset Management LLC 3.38% of their portfolio SANTA FE, NM 128,892128.9k $3.9m $3.9m 3.38% First filing
17 Clarity Wealth Development LLC 4.08% of their portfolio Corvallis, OR 119,566119.6k $3.8m $3.8m 4.08% First filing
18 Better Money Decisions, LLC 2.29% of their portfolio Santa Fe, NM 110,129110.1k $3.3m $3.3m 2.29% Added +2.3k +2,305
19 UMB Bank, n.a. 0.05% of their portfolio Kansas City, MO 110,015110.0k $3.3m $3.3m 0.05% Reduced -3.1k -3,104
20 PFG Investments, LLC 0.20% of their portfolio WOODBURY, NY 108,355108.4k $3.3m $3.3m 0.20% Added +7.9k +7,911
21 Allodium Investment Consultants, LLC 2.70% of their portfolio MINNEAPOLIS, MN 107,417107.4k $3.2m $3.2m 2.70% First filing
22 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 98,39598.4k $3.0m $3.0m 0.01% Added +7.1k +7,103
23 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 90,57090.6k $2.7m $2.7m 0.03% Added +56.7k +56,735
24 Ameritas Advisory Services, LLC 0.09% of their portfolio Lincoln, NE 81,92481.9k $2.5m $2.5m 0.09% New
25 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 81,86581.9k $2.5m $2.5m 0.01% Reduced -9.1k -9,063
26 Brio Consultants, LLC 0.35% of their portfolio SAN FRANCISCO, CA 74,30674.3k $2.2m $2.2m 0.35% Added +8.3k +8,349
27 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 71,22571.2k $2.1m $2.1m 0.00% Reduced -551 -551
28 Mariner, LLC 0.00% of their portfolio Overland Park, KS 71,22271.2k $2.1m $2.1m 0.00% Unchanged
29 Money Design Co.,Ltd. 0.09% of their portfolio TOKYO, M0 60,20760.2k $1.8m $1.8m 0.09% Reduced -6.5k -6,546
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,83846.8k $1.4m $1.4m 0.00% Added +4.4k +4,379
31 3EDGE Asset Management, LP 0.09% of their portfolio Naples, FL 46,73446.7k $1.4m $1.4m 0.09% New
32 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 45,71945.7k $1.4m $1.4m 0.00% Reduced -43.5k -43,536
33 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 42,18342.2k $1.3m $1.3m 0.05% New
34 WHITTIER TRUST CO OF NEVADA INC 0.03% of their portfolio RENO, NV 39,55739.6k $1.2m $1.2m 0.03% Added +11.6k +11,594
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 39,16739.2k $1.2m $1.2m 0.00% Added +1.8k +1,787
36 CGN Advisors LLC 0.11% of their portfolio MANHATTAN, KS 38,65838.7k $1.2m $1.2m 0.11% Added +8.2k +8,169
37 Bond & Devick Financial Network, Inc. 0.55% of their portfolio ST. LOUIS PARK, MN 38,00538.0k $1.3m $1.3m 0.55% Unchanged
38 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 37,87637.9k $1.1m $1.1m 0.01% Added +1.4k +1,395
39 CX Institutional 0.04% of their portfolio AUBURN, IN 35,66235.7k $1.1m $1.1m 0.04% Reduced -801 -801
40 Colorado Capital Management, Inc. 0.51% of their portfolio BOULDER, CO 35,04135.0k $1.1m $1.1m 0.51% Added +5.9k +5,896
41 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 33,91233.9k $1.0m $1.0m 0.03% First filing
42 Trust Co 0.12% of their portfolio MANHATTAN, KS 33,90933.9k $1.0m $1.0m 0.12% Added +2.3k +2,276
43 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 31,07631.1k $933.8k $933.8k 0.01% Unchanged
44 Prism Advisors, Inc. 0.27% of their portfolio STUDIO CITY, CA 30,23930.2k $909.0k $909.0k 0.27% Added +2.2k +2,161
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,00730.0k $902.0k $902.0k 0.00% Added +707 +707
46 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 29,54129.5k $888.0k $888.0k 0.00% New
47 Ledyard National Bank 0.08% of their portfolio HANOVER, NH 29,40429.4k $883.9k $883.9k 0.08% Added +1.0k +1,032
48 McNamara Financial Services, Inc. 0.20% of their portfolio MARSHFIELD, MA 28,63728.6k $860.8k $860.8k 0.20% Added +1.4k +1,363
49 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 27,80027.8k $835.7k $835.7k 0.02% Unchanged
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,12727.1k $815.4k $815.4k 0.00% Reduced -1.1k -1,084
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 25,30825.3k $760.8k $760.8k 0.00% Added +2.6k +2,648
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,32924.3k $731.3k $731.3k 0.00% Added +15.2k +15,222
53 LOCKERMAN FINANCIAL GROUP, INC. 1.22% of their portfolio NEWPORT BEACH, CA 23,86123.9k $717.3k $717.3k 1.22% Reduced -71 -71
54 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 23,68323.7k $711.9k $711.9k 0.01% Added +7.1k +7,073
55 NATURAL INVESTMENTS, LLC 0.19% of their portfolio WINDSOR, CA 22,97923.0k $690.0k $690.0k 0.19% First filing
56 US FINANCIAL ADVISORS, LLC 0.21% of their portfolio BRAINTREE, MA 22,67822.7k $681.7k $681.7k 0.21% Added +513 +513
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,49122.5k $676.1k $676.1k 0.00% Added +775 +775
58 Tolleson Wealth Management, Inc. 0.14% of their portfolio DALLAS, TX 21,97922.0k $661.0k $661.0k 0.14% Unchanged
59 Avantax Planning Partners, Inc. 0.02% of their portfolio DUBUQUE, IA 21,79221.8k $655.1k $655.1k 0.02% Reduced -802 -802
60 SGL Investment Advisors, Inc. 0.35% of their portfolio MISSOULA, MT 21,67721.7k $691.1k $691.1k 0.35% Reduced -210 -210
61 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,94419.9k $599.5k $599.5k 0.00% First filing
62 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,55719.6k $587.9k $587.9k 0.00% Added +292 +292
63 OBSIDIAN CIO, LLC 0.11% of their portfolio NEW YORK, NY 19,19719.2k $577.1k $577.1k 0.11% Reduced -725 -725
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,47517.5k $525.3k $525.3k 0.00% Added +492 +492
65 Wescott Financial Advisory Group, LLC 0.05% of their portfolio Philadelphia, PA 16,93216.9k $509.0k $509.0k 0.05% Added +2.2k +2,215
66 Financial Insights, Inc. 0.19% of their portfolio TACOMA, WA 16,74916.7k $503.5k $503.5k 0.19% Added +8.5k +8,549
67 Sound Stewardship, LLC 0.30% of their portfolio Overland Park, KS 16,63516.6k $500.0k $500.0k 0.30% Reduced -125 -125
68 Wealth Architects, LLC 0.05% of their portfolio MOUNTAIN VIEW, CA 15,67115.7k $471.1k $471.1k 0.05% Reduced -706 -706
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,03015.0k $451.8k $451.8k 0.00% Added +850 +850
70 IMPACTfolio, LLC 0.22% of their portfolio DENVER, CO 14,31614.3k $430.3k $430.3k 0.22% Added +830 +830
71 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 14,07114.1k $423.0k $423.0k 0.09% Reduced -2.5k -2,515
72 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.19% of their portfolio GARDEN CITY, NY 13,39313.4k $402.6k $402.6k 0.19% Added +385 +385
73 Rossby Financial, LCC 0.26% of their portfolio MELBOURNE, FL 13,39213.4k $402.6k $402.6k 0.26% First filing
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 13,18313.2k $396.3k $396.3k 0.00% Reduced -2.0k -2,042
75 Relyea Zuckerberg Hanson LLC 0.05% of their portfolio STAMFORD, CT 13,13813.1k $394.9k $394.9k 0.05% New
76 Sand Hill Global Advisors, LLC 0.02% of their portfolio Palo Alto, CA 12,84812.8k $386.2k $386.2k 0.02% Added +878 +878
77 Maia Wealth LLC 0.08% of their portfolio DENVER, CO 12,22512.2k $383.5k $383.5k 0.08% Added +1.5k +1,514
78 Legacy Financial Group LLC 0.06% of their portfolio DES MOINES, IA 12,01412.0k $361.1k $361.1k 0.06% Reduced -747 -747
79 Columbia River Financial Group, LLC 0.23% of their portfolio VANCOUVER, WA 11,00511.0k $330.0k $330.0k 0.23% First filing
80 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.06% of their portfolio CEDARBURG, WI 10,96711.0k $329.7k $329.7k 0.06% Reduced -278 -278
81 Leverty Financial Group, LLC 0.15% of their portfolio HUDSON, WI 9,8319.8k $295.5k $295.5k 0.15% Unchanged
82 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 9,6039.6k $288.7k $288.7k 0.00% Reduced -165 -165
83 Keener Financial Planning LLC 0.17% of their portfolio KELLER, TX 9,4519.5k $284.0k $284.0k 0.17% Unchanged
84 Mayflower Financial Advisors, LLC 0.04% of their portfolio BOSTON, MA 9,4129.4k $282.9k $282.9k 0.04% Added +512 +512
85 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,2349.2k $280.4k $280.4k 0.01% Reduced -365 -365
86 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 9,0379.0k $271.7k $271.7k 0.00% New
87 Veridan Wealth LLC 0.13% of their portfolio WEST LINN, OR 8,9128.9k $276.7k $276.7k 0.13% First filing
88 Corundum Group, Inc. 0.10% of their portfolio COLORADO SPRINGS, CO 8,7018.7k $261.6k $261.6k 0.10% Added +971 +971
89 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,4508.4k $256.6k $256.6k 0.01% New
90 Robertson Stephens Wealth Management, LLC 0.01% of their portfolio San Francisco, CA 8,3678.4k $251.5k $251.5k 0.01% Unchanged
91 Continuum Advisory, LLC 0.03% of their portfolio EAGLE, ID 7,7547.8k $233.1k $233.1k 0.03% Added +28 +28
92 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,7107.7k $231.8k $231.8k 0.00% New
93 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 7,6497.6k $229.9k $229.9k 0.00% Added +502 +502
94 Lifelong Wealth Advisors, Inc. 0.10% of their portfolio Arden Hills, MN 7,3627.4k $221.3k $221.3k 0.10% First filing
95 Evergreen Private Wealth LLC 0.10% of their portfolio GREENWOOD VILLAGE, CO 7,1637.2k $215.3k $215.3k 0.10% Added +19 +19
96 JFG Wealth Management, LLC 0.05% of their portfolio Denver, CO 6,9096.9k $207.7k $207.7k 0.05% Unchanged
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,7346.7k $202.4k $202.4k 0.00% Unchanged
98 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 3,7353.7k $112.3k $112.3k 0.00% Unchanged
99 Mascoma Wealth Management LLC 0.03% of their portfolio HANOVER, NH 3,6003.6k $108.2k $108.2k 0.03% Unchanged
100 Tortoise Investment Management, LLC 0.01% of their portfolio WHITE PLAINS, NY 3,5003.5k $105.2k $105.2k 0.01% Unchanged