Vault-13

NUSHARES ETF TR NUEM

NUVEEN ESG EMRGN · ETP · CUSIP 67092P888

98 institutional holders +1 vs Q3 2024
7,413,4047.4m shares reported held*
$215.1mreported value*
9 new 37 added 24 reduced 9 sold out net bought ≈ $5.0m (+173.7k 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 ≈ $29.02.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 67Q4 22: 88Q1 23: 90Q2 23: 94Q3 23: 93Q4 23: 96Q1 24: 93Q2 24: 98Q3 24: 97Q4 24: 9898Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202267
Q4 202288
Q1 202390
Q2 202394
Q3 202393
Q4 202396
Q1 202493
Q2 202498
Q3 202497
Q4 202498

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 51 bought or addedQ1 23: 29 cut or sold outQ2 23: 40 bought or addedQ2 23: 33 cut or sold outQ2 23Q3 23: 44 bought or addedQ3 23: 33 cut or sold outQ4 23: 53 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 40 cut or sold outQ2 24: 46 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 42 bought or addedQ3 24: 40 cut or sold outQ4 24: 46 bought or addedQ4 24: 33 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20235129
Q2 20234033
Q3 20234433
Q4 20235337
Q1 20244640
Q2 20244636
Q3 20244240
Q4 20244633

Biggest buyers

Stewardship Advisors, LLC New +84,974+85.0k
Abacus Wealth Partners, LLC Added +46,342+46.3k
Wealthfront Advisers LLC Added +26,062+26.1k
MORGAN STANLEY Added +25,738+25.7k
TIAA TRUST, NATIONAL ASSOCIATION Added +24,316+24.3k
TFC Financial Management, Inc. Added +22,251+22.3k
BANK OF AMERICA CORP /DE/ Added +18,163+18.2k
Colorado Capital Management, Inc. Added +16,099+16.1k
Vestmark Advisory Solutions, Inc. Added +13,280+13.3k
Corient Private Wealth LP New +10,704+10.7k

Biggest sellers

JANE STREET GROUP, LLC Reduced -47,281-47.3k
BANK OF MONTREAL /CAN/ Sold out -25,800-25.8k
FLOW TRADERS U.S. LLC Sold out -18,223-18.2k
Ascentis Independent Advisors Reduced -14,528-14.5k
JPMORGAN CHASE & CO Reduced -13,340-13.3k
LPL Financial LLC Reduced -11,085-11.1k
CX Institutional Sold out -10,021-10.0k
AdvisorNet Financial, Inc Sold out -8,884-8.9k
MISSION WEALTH MANAGEMENT, LP Reduced -8,534-8.5k
Cambridge Investment Research Advisors, Inc. Reduced -7,875-7.9k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA TRUST, NATIONAL ASSOCIATION 0.12% of their portfolio CHARLOTTE, NC 1,393,9581.4m $40.5m $40.5m 0.12% Added +24.3k +24,316
2 Abacus Wealth Partners, LLC 4.76% of their portfolio SANTA MONICA, CA 1,097,5621.1m $31.9m $31.9m 4.76% Added +46.3k +46,342
3 Wealthfront Advisers LLC 0.08% of their portfolio Palo Alto, CA 975,156975.2k $28.3m $28.3m 0.08% Added +26.1k +26,062
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 474,182474.2k $13.8m $13.8m 0.00% Added +18.2k +18,163
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 339,357339.4k $9.8m $9.8m 0.00% Added +25.7k +25,738
6 LAKE STREET ADVISORS GROUP, LLC 0.32% of their portfolio PORTSMOUTH, NH 240,270240.3k $7.0m $7.0m 0.32% Added +1.6k +1,641
7 Colorado Capital Management, Inc. 3.16% of their portfolio BOULDER, CO 224,740224.7k $6.5m $6.5m 3.16% Added +16.1k +16,099
8 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 205,392205.4k $6.0m $6.0m 0.02% Reduced -7.9k -7,875
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 194,324194.3k $5.6m $5.6m 0.00% Reduced -5.2k -5,216
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,011155.0k $4.5m $4.5m 0.00% Added +6.7k +6,731
11 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 153,911153.9k $4.5m $4.5m 0.01% Added +9.7k +9,725
12 TFC Financial Management, Inc. 0.64% of their portfolio BOSTON, MA 140,201140.2k $4.1m $4.1m 0.64% Added +22.3k +22,251
13 Cable Hill Partners, LLC 0.38% of their portfolio PORTLAND, OR 130,283130.3k $3.8m $3.8m 0.38% Added +2.4k +2,352
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 120,845120.8k $3.5m $3.5m 0.01% Added +6.0k +5,993
15 Vestmark Advisory Solutions, Inc. 0.10% of their portfolio Wakefield, MA 102,052102.1k $3.0m $3.0m 0.10% Added +13.3k +13,280
16 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 94,72294.7k $2.7m $2.7m 0.01% Added +7.1k +7,072
17 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 87,79687.8k $2.5m $2.5m 0.06% Reduced -8.5k -8,534
18 Stewardship Advisors, LLC 0.68% of their portfolio MOUNT JOY, PA 84,97485.0k $2.5m $2.5m 0.68% New
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,69872.7k $2.1m $2.1m 0.00% Reduced -11.1k -11,085
20 Allodium Investment Consultants, LLC 1.75% of their portfolio MINNEAPOLIS, MN 72,25372.3k $2.1m $2.1m 1.75% First filing
21 Clarity Wealth Development LLC 1.96% of their portfolio Corvallis, OR 61,94461.9k $1.8m $1.8m 1.96% First filing
22 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 57,52957.5k $1.7m $1.7m 0.00% Added +2.4k +2,360
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,90047.9k $1.4m $1.4m 0.00% Added +1.6k +1,562
24 Evolution Advisers, Inc. 0.75% of their portfolio RICHMOND, VA 47,40547.4k $1.4m $1.4m 0.75% Reduced -180 -180
25 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 46,94046.9k $1.4m $1.4m 0.01% Added +2.2k +2,185
26 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 43,82743.8k $1.3m $1.3m 0.01% Reduced -967 -967
27 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 43,82743.8k $1.3m $1.3m 0.01% Reduced -967 -967
28 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 42,52642.5k $1.2m $1.2m 0.00% Added +1.6k +1,621
29 Tolleson Wealth Management, Inc. 0.21% of their portfolio DALLAS, TX 36,06936.1k $1.0m $1.0m 0.21% Added +177 +177
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,67134.7k $1.0m $1.0m 0.00% Added +5.2k +5,177
31 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 27,94027.9k $810.8k $810.8k 0.01% Unchanged
32 Westfuller Advisors, LLC 0.50% of their portfolio New York, NY 27,03227.0k $784.5k $784.5k 0.50% Added +512 +512
33 First Pacific Financial 0.17% of their portfolio VANCOUVER, WA 25,34325.3k $735.4k $735.4k 0.17% Added +400 +400
34 Cascade Financial Partners, LLC 0.09% of their portfolio SAN DIEGO, CA 25,00025.0k $725.5k $725.5k 0.09% Unchanged
35 Better Money Decisions, LLC 0.49% of their portfolio Santa Fe, NM 24,51924.5k $711.5k $711.5k 0.49% Added +3.6k +3,555
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,65622.7k $657.5k $657.5k 0.00% Added +33 +33
37 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 22,24422.2k $645.5k $645.5k 0.01% Unchanged
38 GREENUP STREET WEALTH MANAGEMENT LLC 0.12% of their portfolio OVERLAND PARK, KS 20,76620.8k $602.6k $602.6k 0.12% Added +4.6k +4,575
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,20520.2k $586.0k $586.0k 0.00% Added +5.8k +5,760
40 Haverford Trust Co 0.01% of their portfolio Radnor, PA 18,53418.5k $537.9k $537.9k 0.01% Unchanged
41 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 18,25718.3k $529.8k $529.8k 0.01% Reduced -1.1k -1,071
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 17,97518.0k $521.6k $521.6k 0.00% First filing
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,95218.0k $521.0k $521.0k 0.00% Reduced -13.3k -13,340
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,06017.1k $495.1k $495.1k 0.00% Reduced -1.4k -1,450
45 McNamara Financial Services, Inc. 0.11% of their portfolio MARSHFIELD, MA 15,95316.0k $463.0k $463.0k 0.11% Reduced -185 -185
46 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 13,82813.8k $401.3k $401.3k 0.01% Reduced -256 -256
47 Ascentis Independent Advisors 0.07% of their portfolio DALLAS, TX 12,17212.2k $353.2k $353.2k 0.07% Reduced -14.5k -14,528
48 RVW Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 11,58711.6k $336.3k $336.3k 0.03% Added +170 +170
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,24411.2k $326.3k $326.3k 0.00% Reduced -47.3k -47,281
50 Addison Advisors LLC 0.09% of their portfolio MIDDLEBURY, VT 11,17511.2k $324.3k $324.3k 0.09% Unchanged
51 LOCKERMAN FINANCIAL GROUP, INC. 0.53% of their portfolio NEWPORT BEACH, CA 10,81110.8k $313.7k $313.7k 0.53% Unchanged
52 PENOBSCOT WEALTH MANAGEMENT 0.14% of their portfolio PORTLAND, ME 10,72210.7k $311.0k $311.0k 0.14% Added +2.2k +2,236
53 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 10,70610.7k $310.7k $310.7k 0.00% Unchanged
54 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,70410.7k $310.6k $310.6k 0.00% New
55 ASPIRIANT, LLC 0.01% of their portfolio San Francisco, CA 9,6229.6k $279.2k $279.2k 0.01% Reduced -1.0k -1,046
56 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,5029.5k $272.8k $272.8k 0.01% New
57 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,4849.5k $275.2k $275.2k 0.01% Added +2.2k +2,198
58 Carson Advisory Inc. 0.19% of their portfolio ATHENS, GA 9,3619.4k $271.7k $271.7k 0.19% Unchanged
59 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 8,9719.0k $260.3k $260.3k 0.03% Added +122 +122
60 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 8,9559.0k $259.9k $259.9k 0.00% Added +1.1k +1,119
61 Greykasell Wealth Strategies, Inc. 0.14% of their portfolio DANVILLE, CA 8,8848.9k $257.8k $257.8k 0.14% First filing
62 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,5218.5k $247.3k $247.3k 0.00% Reduced -647 -647
63 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,4178.4k $244.3k $244.3k 0.00% Added +223 +223
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,1518.2k $237.0k $237.0k 0.00% Reduced -27 -27
65 One Capital Management, LLC 0.01% of their portfolio WESTLAKE VILLAGE, CA 7,8587.9k $228.0k $228.0k 0.01% Reduced -803 -803
66 Brooklyn FI, LLC 0.07% of their portfolio NEW YORK, NY 7,7237.7k $224.1k $224.1k 0.07% Unchanged
67 MSH Capital Advisors LLC 0.07% of their portfolio SCOTTSDALE, AZ 7,5507.5k $219.1k $219.1k 0.07% Unchanged
68 Walkner Condon Financial Advisors LLC 0.04% of their portfolio MADISON, WI 7,3847.4k $214.3k $214.3k 0.04% Reduced -1.8k -1,793
69 WealthShield Partners, LLC 0.03% of their portfolio CARY, NC 6,6996.7k $194.4k $194.4k 0.03% Unchanged
70 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 6,5346.5k $189.6k $189.6k 0.02% Added +3 +3
71 Heck Capital Advisors, LLC 0.02% of their portfolio Rhinelander, WI 6,1526.2k $178.5k $178.5k 0.02% Reduced -62 -62
72 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,7945.8k $168.1k $168.1k 0.00% Reduced -219 -219
73 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 5,2065.2k $151.1k $151.1k 0.02% Unchanged
74 Bear Mountain Capital, Inc. 0.03% of their portfolio SEATTLE, WA 2,8772.9k $84.6k $84.6k 0.03% Reduced -221 -221
75 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,4901.5k $43.2k $43.2k 0.00% Added +71 +71
76 Covestor Ltd 0.03% of their portfolio LONDON, X0 1,4061.4k $41.0k $41.0k 0.03% Added +6 +6
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3791.4k $40.0k $40.0k 0.00% New
78 Koesten, Hirschmann & Crabtree, INC. 0.02% of their portfolio OVERLAND PARK, KS 1,2701.3k $36.9k $36.9k 0.02% Unchanged
79 Avalon Trust Co 0.00% of their portfolio SANTA FE, NM 1,1571.2k $33.6k $33.6k 0.00% New
80 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0771.1k $31.4k $31.4k 0.00% Added +266 +266
81 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 922922 $26.8k $26.8k 0.00% Unchanged
82 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 658658 $19.1k $19.1k 0.00% First filing
83 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 620620 $18.0k $18.0k 0.00% Unchanged
84 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 524524 $15.2k $15.2k 0.00% Reduced -496 -496
85 FMR LLC 0.00% of their portfolio BOSTON, MA 441441 $12.8k $12.8k 0.00% Added +1 +1
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 437437 $12.7k $12.7k 0.00% Unchanged
87 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 298298 $8.6k $8.6k 0.00% Reduced -688 -688
88 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 274274 $8.0k $8.0k 0.00% Unchanged
89 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 250250 $7.3k $7.3k 0.00% Unchanged
90 Orion Capital Management LLC 0.00% of their portfolio CORONADO, CA 248248 $7.2k $7.2k 0.00% New
91 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 144144 $4.2k $4.2k 0.00% Unchanged
92 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 130130 $3.8k $3.8k 0.00% New
93 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 121121 $3.5k $3.5k 0.00% New
94 Trust Co 0.00% of their portfolio MANHATTAN, KS 8181 $2.4k $2.4k 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 7474 $2.1k $2.1k 0.00% Unchanged
96 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2727 $786 $786 0.00% Unchanged
97 Human Investing LLC 0.00% of their portfolio LAKE OSWEGO, OR 2121 $610 $610 0.00% New
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged