Vault-13

NUSHARES ETF TR NULC

ESG LARGE CAP · ETP · CUSIP 67092P862

21 institutional holders +2 vs Q3 2025
253,714253.7k shares reported held*
$12.1mreported value*
3 new 7 added 7 reduced 1 sold out net bought ≈ $916.2k (+19.1k 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 ≈ $47.85.

Trends to Q4 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: 19Q4 25: 2121Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202521

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q1 24: 7 bought or addedQ1 24: 8 cut or sold outQ2 24: 7 bought or addedQ2 24: 6 cut or sold outQ2 24Q3 24: 8 bought or addedQ3 24: 7 cut or sold outQ4 24: 5 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 7 cut or sold outQ2 25: 10 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 8 cut or sold outQ4 25: 10 bought or addedQ4 25: 8 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202478
Q2 202476
Q3 202487
Q4 202458
Q1 202577
Q2 2025103
Q3 202558
Q4 2025108

Biggest buyers

CITADEL ADVISORS LLC New +40,771+40.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +7,956+8.0k
Strategic Financial Concepts, LLC New +4,352+4.4k
Kestra Advisory Services, LLC New +3,337+3.3k
HighTower Advisors, LLC Added +2,178+2.2k
Tolleson Wealth Management, Inc. Added +1,595+1.6k
LongView Asset Management LLC Added +505+505
Cambridge Investment Research Advisors, Inc. Added +463+463
BANK OF AMERICA CORP /DE/ Added +333+333
UBS Group AG Added +148+148

Biggest sellers

JANE STREET GROUP, LLC Reduced -27,910-27.9k
Tower Research Capital LLC (TRC) Reduced -11,465-11.5k
LPL Financial LLC Reduced -1,842-1.8k
CoreCap Advisors, LLC Reduced -455-455
Values Added Financial LLC Reduced -447-447
OSAIC HOLDINGS, INC. Reduced -266-266
Painted Porch Advisors LLC Sold out -95-95
Private Advisor Group, LLC Reduced -10-10

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Tolleson Wealth Management, Inc. 0.54% of their portfolio DALLAS, TX 77,46377.5k $3.7m $3.7m 0.54% Added +1.6k +1,595
2 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,77140.8k $2.0m $2.0m 0.00% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 24,07124.1k $1.2m $1.2m 0.00% Added +8.0k +7,956
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 13,19013.2k $631.1k $631.1k 0.00% Reduced -1.8k -1,842
5 Values Added Financial LLC 0.25% of their portfolio WASHINGTON, DC 12,35912.4k $591.4k $591.4k 0.25% Reduced -447 -447
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 10,75810.8k $514.8k $514.8k 0.00% Added +333 +333
7 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,57910.6k $506.2k $506.2k 0.00% Unchanged
8 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,28210.3k $492.0k $492.0k 0.00% Reduced -10 -10
9 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,4148.4k $402.6k $402.6k 0.00% Added +2.2k +2,178
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,6777.7k $367.3k $367.3k 0.00% Reduced -266 -266
11 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,4206.4k $307.2k $307.2k 0.00% Reduced -27.9k -27,910
12 LongView Asset Management LLC 0.21% of their portfolio SANTA FE, NM 6,3616.4k $304.4k $304.4k 0.21% Added +505 +505
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,3486.3k $304.0k $304.0k 0.00% Added +463 +463
14 PW ADVISORS, LLC \ FL 0.17% of their portfolio TALLAHASSEE, FL 4,3614.4k $208.7k $208.7k 0.17% First filing
15 Strategic Financial Concepts, LLC 0.19% of their portfolio SAN ANTONIO, TX 4,3524.4k $208.2k $208.2k 0.19% New
16 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,8643.9k $184.9k $184.9k 0.00% Reduced -11.5k -11,465
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,3373.3k $159.7k $159.7k 0.00% New
18 Westside Investment Management, Inc. 0.02% of their portfolio SANTA MONICA, CA 2,0002.0k $95.7k $95.7k 0.02% Unchanged
19 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 825825 $39.5k $39.5k 0.01% Unchanged
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 258258 $12.3k $12.3k 0.00% Added +148 +148
21 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2424 $1.1k $1.1k 0.00% Reduced -455 -455