Vault-13

NUSHARES ETF TR NULC

ESG LARGE CAP · ETP · CUSIP 67092P862

19 institutional holders -1 vs Q2 2025
243,429243.4k shares reported held*
$12.7mreported value*
1 new 4 added 7 reduced 1 sold out net bought ≈ $192.1k (+3.7k 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 ≈ $52.05.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 14Q4 22: 16Q1 23: 20Q2 23: 21Q3 23: 20Q4 23: 18Q1 24: 19Q2 24: 20Q3 24: 21Q4 24: 20Q1 25: 18Q2 25: 20Q3 25: 1919Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202214
Q4 202216
Q1 202320
Q2 202321
Q3 202320
Q4 202318
Q1 202419
Q2 202420
Q3 202421
Q4 202420
Q1 202518
Q2 202520
Q3 202519

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q4 23: 7 bought or addedQ4 23: 6 cut or sold outQ1 24: 7 bought or addedQ1 24: 8 cut or sold outQ1 24Q2 24: 7 bought or addedQ2 24: 6 cut or sold outQ3 24: 8 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 5 bought or addedQ4 24: 8 cut or sold outQ1 25: 7 bought or addedQ1 25: 7 cut or sold outQ1 25Q2 25: 10 bought or addedQ2 25: 3 cut or sold outQ3 25: 5 bought or addedQ3 25: 8 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202376
Q1 202478
Q2 202476
Q3 202487
Q4 202458
Q1 202577
Q2 2025103
Q3 202558

Biggest buyers

JANE STREET GROUP, LLC Added +27,182+27.2k
Tolleson Wealth Management, Inc. Added +1,800+1.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +1,526+1.5k
HighTower Advisors, LLC Added +120+120
UBS Group AG New +110+110

Biggest sellers

CITADEL ADVISORS LLC Sold out -16,387-16.4k
Tower Research Capital LLC (TRC) Reduced -8,534-8.5k
LongView Asset Management LLC Reduced -683-683
Private Advisor Group, LLC Reduced -600-600
OSAIC HOLDINGS, INC. Reduced -318-318
LPL Financial LLC Reduced -270-270
BANK OF AMERICA CORP /DE/ Reduced -247-247
Painted Porch Advisors LLC Reduced -10-10

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Tolleson Wealth Management, Inc. 0.61% of their portfolio DALLAS, TX 75,86875.9k $4.0m $4.0m 0.61% Added +1.8k +1,800
2 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,33034.3k $1.8m $1.8m 0.00% Added +27.2k +27,182
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,11516.1k $839.0k $839.0k 0.00% Added +1.5k +1,526
4 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 15,32915.3k $798.3k $798.3k 0.02% Reduced -8.5k -8,534
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,03215.0k $782.9k $782.9k 0.00% Reduced -270 -270
6 JFG Wealth Management, LLC 0.13% of their portfolio Denver, CO 13,22413.2k $688.7k $688.7k 0.13% Unchanged
7 Values Added Financial LLC 0.30% of their portfolio WASHINGTON, DC 12,80612.8k $666.9k $666.9k 0.30% Unchanged
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,57910.6k $551.0k $551.0k 0.00% Unchanged
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 10,42510.4k $542.9k $542.9k 0.00% Reduced -247 -247
10 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,29210.3k $536.0k $536.0k 0.00% Reduced -600 -600
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,9437.9k $406.0k $406.0k 0.00% Reduced -318 -318
12 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,2366.2k $324.8k $324.8k 0.00% Added +120 +120
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,8855.9k $306.0k $306.0k 0.00% Unchanged
14 LongView Asset Management LLC 0.21% of their portfolio SANTA FE, NM 5,8565.9k $305.0k $305.0k 0.21% Reduced -683 -683
15 Westside Investment Management, Inc. 0.02% of their portfolio SANTA MONICA, CA 2,0002.0k $104.2k $104.2k 0.02% Unchanged
16 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 825825 $43.0k $43.0k 0.01% Unchanged
17 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 479479 $24.9k $24.9k 0.00% Unchanged
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 110110 $5.7k $5.7k 0.00% New
19 Painted Porch Advisors LLC 0.00% of their portfolio SANTA BARBARA, CA 9595 $4.9k $4.9k 0.00% Reduced -10 -10