Vault-13

NUSHARES ETF TR NUBD

NUVEEN ESG US · ETP · CUSIP 67092P870

113 institutional holders -1 vs Q1 2025
12,401,77712.4m shares reported held*
$276.0mreported value*
7 new 35 added 49 reduced 7 sold out net bought ≈ $1.4m (+65.1k 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 ≈ $22.26.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 84Q4 22: 84Q1 23: 92Q2 23: 88Q3 23: 91Q4 23: 97Q1 24: 104Q2 24: 103Q3 24: 105Q4 24: 117Q1 25: 114Q2 25: 113113Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202284
Q4 202284
Q1 202392
Q2 202388
Q3 202391
Q4 202397
Q1 2024104
Q2 2024103
Q3 2024105
Q4 2024117
Q1 2025114
Q2 2025113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 50 bought or addedQ3 23: 35 cut or sold outQ4 23: 48 bought or addedQ4 23: 43 cut or sold outQ4 23Q1 24: 65 bought or addedQ1 24: 27 cut or sold outQ2 24: 49 bought or addedQ2 24: 49 cut or sold outQ2 24Q3 24: 57 bought or addedQ3 24: 42 cut or sold outQ4 24: 67 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 50 cut or sold outQ2 25: 42 bought or addedQ2 25: 56 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235035
Q4 20234843
Q1 20246527
Q2 20244949
Q3 20245742
Q4 20246738
Q1 20255450
Q2 20254256

Calls vs puts

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

CallsPuts
$0$20k$40k$60kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $59.7kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$59.7k—
Q2 2025$0$0—

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +453,111+453.1k
ROYAL BANK OF CANADA Added +155,180+155.2k
MORGAN STANLEY Added +98,908+98.9k
Focus Partners Wealth Added +87,730+87.7k
Bank of New York Mellon Corp Added +66,118+66.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +58,361+58.4k
WCG Wealth Advisors LLC Added +56,717+56.7k
COLDSTREAM CAPITAL MANAGEMENT INC New +48,367+48.4k
OSAIC HOLDINGS, INC. Added +45,146+45.1k
Atria Investments, Inc New +39,800+39.8k

Biggest sellers

Stanich Group LLC Sold out -569,691-569.7k
BANK OF AMERICA CORP /DE/ Reduced -168,350-168.3k
Koss-Olinger Consulting, LLC Reduced -106,551-106.6k
CITADEL ADVISORS LLC Reduced -71,047-71.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -45,760-45.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -25,661-25.7k
JANE STREET GROUP, LLC Reduced -25,526-25.5k
Cambridge Investment Research Advisors, Inc. Reduced -23,673-23.7k
CITY NATIONAL BANK OF FLORIDA /MSD Sold out -22,644-22.6k
Simplicity Wealth,LLC Sold out -22,644-22.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,498,2601.5m $33.4m $33.4m 0.00% Added +98.9k +98,908
2 First Pacific Financial 3.46% of their portfolio VANCOUVER, WA 1,054,2791.1m $23.5m $23.5m 3.46% Added +6.8k +6,790
3 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 851,115851.1k $18.9m $18.9m 0.06% Reduced -23.7k -23,673
4 Vestmark Advisory Solutions, Inc. 0.26% of their portfolio Wakefield, MA 799,770799.8k $17.8m $17.8m 0.26% Added +453.1k +453,111
5 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 741,144741.1k $16.5m $16.5m 0.06% Added +7.3k +7,272
6 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 549,543549.5k $12.2m $12.2m 0.00% Added +66.1k +66,118
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 540,378540.4k $12.0m $12.0m 0.00% Reduced -25.7k -25,661
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 481,528481.5k $10.7m $10.7m 0.00% Added +27.8k +27,754
9 WCG Wealth Advisors LLC 0.53% of their portfolio LAS VEGAS, NV 369,935369.9k $8.2m $8.2m 0.53% Added +56.7k +56,717
10 CGN Advisors LLC 0.63% of their portfolio MANHATTAN, KS 317,556317.6k $7.1m $7.1m 0.63% Reduced -1.4k -1,363
11 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 309,097309.1k $6.9m $6.9m 0.01% Added +87.7k +87,730
12 Westfuller Advisors, LLC 3.91% of their portfolio New York, NY 307,916307.9k $6.9m $6.9m 3.91% Added +3.1k +3,060
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 293,078293.1k $6.5m $6.5m 0.00% Added +155.2k +155,180
14 Koss-Olinger Consulting, LLC 0.50% of their portfolio GAINESVILLE, FL 275,279275.3k $6.1m $6.1m 0.50% Reduced -106.6k -106,551
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 267,188267.2k $5.9m $5.9m 0.00% Reduced -168.3k -168,350
16 Composition Wealth, LLC 0.10% of their portfolio LOS ANGELES, CA 258,840258.8k $5.8m $5.8m 0.10% Reduced -743 -743
17 Charter Oak Capital Management, LLC 0.46% of their portfolio PORTSMOUTH, NH 242,692242.7k $5.4m $5.4m 0.46% Reduced -3.7k -3,668
18 Colorado Capital Management, Inc. 1.56% of their portfolio BOULDER, CO 163,741163.7k $3.6m $3.6m 1.56% Reduced -12.7k -12,665
19 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 148,439148.4k $3.3m $3.3m 0.01% Added +755 +755
20 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 123,392123.4k $2.7m $2.7m 0.03% Reduced -8.4k -8,357
21 Boston Standard Wealth Management, LLC 0.48% of their portfolio WINCHESTER, MA 119,617119.6k $2.7m $2.7m 0.48% Added +31.8k +31,756
22 Silver Oak Advisory Group, Inc. 1.28% of their portfolio PORTLAND, OR 118,862118.9k $2.6m $2.6m 1.28% Reduced -727 -727
23 Evolution Advisers, Inc. 1.27% of their portfolio RICHMOND, VA 116,036116.0k $2.6m $2.6m 1.27% Unchanged
24 RETIREMENT CAPITAL STRATEGIES 0.96% of their portfolio SAN JOSE, CA 108,626108.6k $2.4m $2.4m 0.96% Added +18.8k +18,753
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 107,443107.4k $2.4m $2.4m 0.00% Reduced -45.8k -45,760
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 105,514105.5k $2.3m $2.3m 0.00% Reduced -4.6k -4,558
27 MAYPORT, LLC 0.50% of their portfolio NEWTON, MA 94,10494.1k $2.1m $2.1m 0.50% Unchanged
28 Perigon Wealth Management, LLC 0.05% of their portfolio SAN FRANCISCO, CA 91,39191.4k $2.0m $2.0m 0.05% Added +8.3k +8,263
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 89,63189.6k $2.0m $2.0m 0.00% Reduced -25.5k -25,526
30 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 84,74184.7k $1.9m $1.9m 0.03% Reduced -1.4k -1,413
31 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 81,61181.6k $1.8m $1.8m 0.01% Reduced -2.1k -2,080
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 81,02281.0k $1.8m $1.8m 0.00% Added +562 +562
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 74,98875.0k $1.7m $1.7m 0.00% Reduced -71.0k -71,047
34 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 69,48169.5k $1.5m $1.5m 0.00% Reduced -1.6k -1,566
35 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 61,51061.5k $1.4m $1.4m 0.00% Added +39.0k +38,995
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 58,36158.4k $1.3m $1.3m 0.00% New
37 Litman Gregory Wealth Management LLC 0.10% of their portfolio LARKSPUR, CA 55,19455.2k $1.2m $1.2m 0.10% Added +144 +144
38 A&I FINANCIAL SERVICES, LLC 0.62% of their portfolio LONE TREE, CO 49,63149.6k $1.1m $1.1m 0.62% Added +5.2k +5,248
39 COLDSTREAM CAPITAL MANAGEMENT INC 0.02% of their portfolio BELLEVUE, WA 48,36748.4k $1.1m $1.1m 0.02% New
40 AXXCESS WEALTH MANAGEMENT, LLC 0.03% of their portfolio CARLSBAD, CA 48,11348.1k $1.1m $1.1m 0.03% Reduced -1.3k -1,284
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 46,79646.8k $1.0m $1.0m 0.00% Added +45.1k +45,146
42 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 42,94742.9k $956.0k $956.0k 0.00% Reduced -7.8k -7,751
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 42,52442.5k $946.6k $946.6k 0.00% Added +28.2k +28,224
44 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 42,14342.1k $938.1k $938.1k 0.00% Reduced -1.8k -1,763
45 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 39,80039.8k $885.9k $885.9k 0.01% New
46 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 37,01237.0k $823.9k $823.9k 0.00% Reduced -1.9k -1,881
47 SageView Advisory Group, LLC 0.03% of their portfolio Newport Beach, CA 36,08536.1k $795.5k $795.5k 0.03% Reduced -1.0k -1,012
48 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.06% of their portfolio NEW YORK, NY 35,49235.5k $790.1k $790.1k 0.06% Reduced -5.3k -5,311
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 34,52434.5k $768.5k $768.5k 0.00% Reduced -633 -633
50 Gitterman Wealth Management, LLC 0.18% of their portfolio Edison, NJ 34,22134.2k $761.7k $761.7k 0.18% Reduced -483 -483
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 33,92433.9k $755.2k $755.2k 0.00% Added +68 +68
52 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 33,55633.6k $747.0k $747.0k 0.01% Added +8.7k +8,667
53 Legacy Financial Group LLC 0.10% of their portfolio DES MOINES, IA 31,37031.4k $698.3k $698.3k 0.10% Reduced -2.3k -2,284
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 31,35631.4k $692.3k $692.3k 0.00% Reduced -3.3k -3,298
55 BayBridge Capital Group, LLC 0.44% of their portfolio LIVERMORE, CA 30,56730.6k $680.4k $680.4k 0.44% Added +3.6k +3,644
56 Kelman-Lazarov, Inc. 0.11% of their portfolio MEMPHIS, TN 30,06030.1k $669.1k $669.1k 0.11% Reduced -27 -27
57 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 29,75129.8k $662.3k $662.3k 0.01% Reduced -3.9k -3,933
58 LOCKERMAN FINANCIAL GROUP, INC. 0.74% of their portfolio NEWPORT BEACH, CA 24,56124.6k $546.7k $546.7k 0.74% Reduced -2.2k -2,213
59 Avantax Planning Partners, Inc. 0.02% of their portfolio DUBUQUE, IA 22,95223.0k $510.9k $510.9k 0.02% Reduced -9.9k -9,852
60 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 22,36222.4k $497.8k $497.8k 0.01% Reduced -813 -813
61 MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio Santa Barbara, CA 21,86121.9k $486.6k $486.6k 0.01% Reduced -10.8k -10,821
62 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 21,37021.4k $475.7k $475.7k 0.00% Reduced -20.5k -20,473
63 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 21,07221.1k $469.1k $469.1k 0.09% Unchanged
64 NATURAL INVESTMENTS, LLC 0.12% of their portfolio WINDSOR, CA 20,48520.5k $455.0k $455.0k 0.12% Reduced -5.0k -4,969
65 Sound View Wealth Advisors Group, LLC 0.03% of their portfolio SAVANNAH, GA 20,13320.1k $448.2k $448.2k 0.03% Added +1.4k +1,419
66 Lifelong Wealth Advisors, Inc. 0.14% of their portfolio Arden Hills, MN 19,09819.1k $425.1k $425.1k 0.14% Added +573 +573
67 Sandbox Financial Partners, LLC 0.12% of their portfolio BETHESDA, MD 17,35417.4k $386.3k $386.3k 0.12% Reduced -1.2k -1,246
68 LexAurum Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 15,72115.7k $350.0k $350.0k 0.06% Added +144 +144
69 LongView Asset Management LLC 0.26% of their portfolio SANTA FE, NM 15,21415.2k $338.7k $338.7k 0.26% Reduced -7.1k -7,120
70 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 15,04415.0k $334.9k $334.9k 0.01% Reduced -2.0k -2,026
71 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 14,99915.0k $333.9k $333.9k 0.02% Reduced -8.7k -8,689
72 Cherry Tree Wealth Management, LLC 0.08% of their portfolio MINNETONKA, MN 14,82514.8k $330.0k $330.0k 0.08% Reduced -2.8k -2,750
73 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 14,65214.7k $326.2k $326.2k 0.01% Unchanged
74 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,03614.0k $312.4k $312.4k 0.00% Added +2.7k +2,691
75 Etesian Wealth Advisors, Inc. 0.12% of their portfolio West Linn, OR 13,86713.9k $308.7k $308.7k 0.12% Added +3.6k +3,570
76 Canal Capital Management, LLC 0.05% of their portfolio Richmond, VA 13,60713.6k $302.9k $302.9k 0.05% Unchanged
77 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,28013.3k $295.6k $295.6k 0.00% Unchanged
78 WNY Asset Management, LLC 0.03% of their portfolio Williamsville, NY 13,11713.1k $292.0k $292.0k 0.03% Reduced -1.1k -1,087
79 NOVARE CAPITAL MANAGEMENT LLC 0.02% of their portfolio CHARLOTTE, NC 12,07212.1k $268.7k $268.7k 0.02% New
80 Aaron Wealth Advisors LLC 0.03% of their portfolio Chicago, IL 12,00312.0k $267.2k $267.2k 0.03% Unchanged
81 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 10,92010.9k $243.1k $243.1k 0.01% Added +109 +109
82 SGL Investment Advisors, Inc. 0.11% of their portfolio MISSOULA, MT 10,71810.7k $235.7k $235.7k 0.11% Added +834 +834
83 Stordahl Capital Management, Inc. 0.05% of their portfolio GREENWOOD VILLAGE, CO 9,9209.9k $220.8k $220.8k 0.05% Reduced -421 -421
84 TCFG WEALTH MANAGEMENT, LLC 0.10% of their portfolio LAGUNA NIGUEL, CA 9,6809.7k $215.5k $215.5k 0.10% New
85 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 9,6359.6k $214.5k $214.5k 0.00% Reduced -3.2k -3,156
86 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,6029.6k $213.7k $213.7k 0.00% Added +97 +97
87 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9,4509.4k $210.4k $210.4k 0.00% New
88 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8,4448.4k $188.0k $188.0k 0.00% Unchanged
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,6337.6k $170.0k $170.0k 0.00% Added +2.4k +2,375
90 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 7,6287.6k $169.8k $169.8k 0.01% Reduced -28 -28
91 Rossby Financial, LCC 0.06% of their portfolio MELBOURNE, FL 7,1477.1k $159.1k $159.1k 0.06% Reduced -2.9k -2,907
92 IAG Wealth Partners, LLC 0.01% of their portfolio WAUKESHA, WI 5,0165.0k $111.7k $111.7k 0.01% Added +1.7k +1,700
93 Millstone Evans Group, LLC 0.07% of their portfolio BOULDER, CO 4,3894.4k $97.7k $97.7k 0.07% Unchanged
94 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,3554.4k $96.9k $96.9k 0.00% First filing
95 Financial Gravity Companies, Inc. 0.02% of their portfolio Lakeway, TX 3,6743.7k $81.8k $81.8k 0.02% First filing
96 MJT & Associates Financial Advisory Group, Inc. 0.09% of their portfolio MONTEVIDEO, MN 3,3233.3k $74.0k $74.0k 0.09% Reduced -948 -948
97 Quaker Wealth Management, LLC 0.02% of their portfolio MOORESTOWN, NJ 2,6952.7k $60.0k $60.0k 0.02% New
98 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,4402.4k $54.3k $54.3k 0.00% Added +24 +24
99 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,1622.2k $48.1k $48.1k 0.00% Added +499 +499
100 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1582.2k $48.0k $48.0k 0.00% Reduced -850 -850