Vault-13

NUSHARES ETF TR NUHY

ESG HI TLD CRP · ETP · CUSIP 67092P854

58 institutional holders +4 vs Q3 2025
3,801,9403.8m shares reported held*
$82.1mreported value*
9 new 28 added 11 reduced 8 sold out net bought ≈ $13.7m (+633.9k 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 ≈ $21.60.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 45Q4 22: 43Q1 23: 49Q2 23: 49Q3 23: 49Q4 23: 49Q1 24: 55Q2 24: 54Q3 24: 49Q4 24: 58Q1 25: 58Q2 25: 58Q3 25: 54Q4 25: 5858Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202245
Q4 202243
Q1 202349
Q2 202349
Q3 202349
Q4 202349
Q1 202455
Q2 202454
Q3 202449
Q4 202458
Q1 202558
Q2 202558
Q3 202554
Q4 202558

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 24: 35 bought or addedQ1 24: 18 cut or sold outQ2 24: 27 bought or addedQ2 24: 25 cut or sold outQ2 24Q3 24: 25 bought or addedQ3 24: 18 cut or sold outQ4 24: 33 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 21 cut or sold outQ2 25: 26 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 30 bought or addedQ3 25: 18 cut or sold outQ4 25: 37 bought or addedQ4 25: 19 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243518
Q2 20242725
Q3 20242518
Q4 20243316
Q1 20253021
Q2 20252627
Q3 20253018
Q4 20253719

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ1 25 calls: $0Q1 25 puts: $43.0kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$43.0k—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +138,132+138.1k
JPMORGAN CHASE & CO Added +102,656+102.7k
rebel Financial LLC Added +99,045+99.0k
Stewardship Advisors, LLC Added +72,169+72.2k
Bank of New York Mellon Corp Added +65,617+65.6k
ENVESTNET ASSET MANAGEMENT INC Added +62,882+62.9k
RETIREMENT CAPITAL STRATEGIES New +52,448+52.4k
MORGAN STANLEY Added +40,042+40.0k
MML INVESTORS SERVICES, LLC New +39,271+39.3k
Western Wealth Management, LLC New +30,046+30.0k

Biggest sellers

Institute for Wealth Management, LLC. Sold out -40,133-40.1k
GPS Wealth Strategies Group, LLC Sold out -29,585-29.6k
Simplicity Wealth,LLC Sold out -28,192-28.2k
BANK OF AMERICA CORP /DE/ Reduced -24,788-24.8k
SUMMIT WEALTH GROUP LLC / CO Sold out -17,208-17.2k
Blue Barn Wealth, LLC Sold out -15,692-15.7k
RMG Wealth Management LLC Sold out -11,643-11.6k
Vestmark Advisory Solutions, Inc. Reduced -9,556-9.6k
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Sold out -9,242-9.2k
CWM, LLC Reduced -6,253-6.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Bank of New York Mellon Corp 13G · institution +1.3 pts · filed 2026-10-22 8.6% +1.3 pts 466.9k≈ $10.0m 2026-10-22

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 431,630431.6k $9.3m $9.3m 0.00% Added +65.6k +65,617
2 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 427,796427.8k $9.2m $9.2m 0.02% Added +138.1k +138,132
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 362,430362.4k $7.8m $7.8m 0.00% Added +40.0k +40,042
4 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 290,037290.0k $6.3m $6.3m 0.02% Added +2.6k +2,644
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 227,549227.5k $4.9m $4.9m 0.00% Added +62.9k +62,882
6 Stewardship Advisors, LLC 0.99% of their portfolio MOUNT JOY, PA 198,890198.9k $4.3m $4.3m 0.99% Added +72.2k +72,169
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 174,968175.0k $3.8m $3.8m 0.00% Reduced -744 -744
8 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 167,078167.1k $3.6m $3.6m 0.00% Added +17.4k +17,410
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 157,938157.9k $3.4m $3.4m 0.00% Reduced -24.8k -24,788
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 155,168155.2k $3.4m $3.4m 0.00% Added +102.7k +102,656
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 139,439139.4k $3.0m $3.0m 0.00% Added +3.9k +3,883
12 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 131,170131.2k $2.8m $2.8m 0.04% Reduced -9.6k -9,556
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 107,191107.2k $2.3m $2.3m 0.00% Added +1.2k +1,192
14 rebel Financial LLC 0.91% of their portfolio GROVEPORT, OH 99,04599.0k $2.1m $2.1m 0.91% Added +99.0k +99,045
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 80,93580.9k $1.7m $1.7m 0.00% Added +19.5k +19,469
16 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 67,25467.3k $1.5m $1.5m 0.00% Added +6.0k +6,012
17 RETIREMENT CAPITAL STRATEGIES 0.42% of their portfolio SAN JOSE, CA 52,44852.4k $1.1m $1.1m 0.42% New
18 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 42,31242.3k $913.7k $913.7k 0.02% Added +266 +266
19 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 39,27139.3k $848.1k $848.1k 0.00% New
20 Olde Wealth Management, LLC 0.24% of their portfolio SAMMAMISH, WA 35,47235.5k $766.0k $766.0k 0.24% Added +3.3k +3,264
21 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 33,82533.8k $730.5k $730.5k 0.02% Added +2.2k +2,159
22 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,35231.4k $677.0k $677.0k 0.00% Added +686 +686
23 CRUX WEALTH ADVISORS 0.25% of their portfolio LONG BEACH, CA 31,15831.2k $672.9k $672.9k 0.25% Added +1.2k +1,235
24 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 30,04630.0k $648.8k $648.8k 0.03% New
25 CITY NATIONAL BANK OF FLORIDA /MSD 0.40% of their portfolio CORAL GABLES, FL 28,19228.2k $608.8k $608.8k 0.40% Unchanged
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,44527.4k $592.7k $592.7k 0.00% New
27 CWM, LLC 0.00% of their portfolio OMAHA, NE 25,64025.6k $554.0k $554.0k 0.00% Reduced -6.3k -6,253
28 Moss Adams Wealth Advisors LLC 0.03% of their portfolio SEATTLE, WA 17,84517.8k $385.4k $385.4k 0.03% Added +8 +8
29 Livet Wealth, LLC 0.21% of their portfolio SALT LAKE CITY, UT 15,98416.0k $345.2k $345.2k 0.21% First filing
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,94614.9k $322.8k $322.8k 0.00% Added +1.4k +1,367
31 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 14,62414.6k $315.8k $315.8k 0.00% New
32 Legacy Financial Advisors, Inc. 0.04% of their portfolio COVINGTON, KY 14,08714.1k $304.2k $304.2k 0.04% Added +1.3k +1,274
33 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 12,66812.7k $273.6k $273.6k 0.00% Reduced -1.5k -1,499
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,23412.2k $264.2k $264.2k 0.00% New
35 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio Greenbrae, CA 11,72511.7k $253.2k $253.2k 0.01% Reduced -1.2k -1,200
36 NATURAL INVESTMENTS, LLC 0.06% of their portfolio WINDSOR, CA 11,59211.6k $250.0k $250.0k 0.06% New
37 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,16211.2k $243.0k $243.0k 0.00% Unchanged
38 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,4349.4k $203.8k $203.8k 0.00% New
39 Friedenthal Financial 0.10% of their portfolio MARLTON, NJ 8,9559.0k $193.4k $193.4k 0.10% Added +87 +87
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,7968.8k $190.0k $190.0k 0.00% Reduced -5.2k -5,231
41 BLUELINE ADVISORS LLC 0.14% of their portfolio EXETER, NH 7,7577.8k $167.5k $167.5k 0.14% First filing
42 WealthShield Partners, LLC 0.02% of their portfolio CARY, NC 7,1027.1k $153.4k $153.4k 0.02% Reduced -185 -185
43 4Thought Financial Group Inc. 0.06% of their portfolio SYOSSET, NY 5,6005.6k $120.9k $120.9k 0.06% Added +205 +205
44 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,5155.5k $119.1k $119.1k 0.00% Reduced -927 -927
45 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 3,5463.5k $76.6k $76.6k 0.01% Added +84 +84
46 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,9282.9k $63.2k $63.2k 0.00% Added +32 +32
47 Quaker Wealth Management, LLC 0.01% of their portfolio MOORESTOWN, NJ 2,0392.0k $44.0k $44.0k 0.01% Added +4 +4
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0292.0k $44.0k $44.0k 0.00% Reduced -830 -830
49 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 1,4361.4k $31.0k $31.0k 0.01% Reduced -48 -48
50 MJT & Associates Financial Advisory Group, Inc. 0.02% of their portfolio MONTEVIDEO, MN 1,0221.0k $22.1k $22.1k 0.02% Unchanged
51 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 868868 $18.7k $18.7k 0.00% Unchanged
52 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 864864 $18.7k $18.7k 0.00% Unchanged
53 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 658658 $14.2k $14.2k 0.00% New
54 Godfrey Financial Associates, Inc. 0.00% of their portfolio GLENMONT, NY 254254 $5.5k $5.5k 0.00% First filing
55 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 182182 $3.9k $3.9k 0.00% Added +4 +4
56 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 166166 $3.6k $3.6k 0.00% Unchanged
57 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 146146 $3.2k $3.2k 0.00% Added +26 +26
58 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 9797 $2.1k $2.1k 0.00% Unchanged