Vault-13

NUSHARES ETF TR NUEM

NUVEEN ESG EMRGN · ETP · CUSIP 67092P888

102 institutional holders +4 vs Q4 2024
8,016,6568.0m shares reported held*
$234.5mreported value*
14 new 38 added 29 reduced 11 sold out net bought ≈ $23.4m (+799.5k 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 ≈ $29.25. Options: 0 managers hold calls (— notional), 1 hold puts ($26.7k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 67Q4 22: 88Q1 23: 90Q2 23: 94Q3 23: 93Q4 23: 96Q1 24: 93Q2 24: 98Q3 24: 97Q4 24: 98Q1 25: 102102Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202267
Q4 202288
Q1 202390
Q2 202394
Q3 202393
Q4 202396
Q1 202493
Q2 202498
Q3 202497
Q4 202498
Q1 2025102

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 40 bought or addedQ2 23: 33 cut or sold outQ3 23: 44 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 53 bought or addedQ4 23: 37 cut or sold outQ1 24: 46 bought or addedQ1 24: 40 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 36 cut or sold outQ3 24: 42 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 46 bought or addedQ4 24: 33 cut or sold outQ1 25: 52 bought or addedQ1 25: 40 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234033
Q3 20234433
Q4 20235337
Q1 20244640
Q2 20244636
Q3 20244240
Q4 20244633
Q1 20255240

Calls vs puts

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

CallsPuts
$0$10k$20k$30kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $26.7kQ1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$26.7k—

Biggest buyers

Cerity Partners OCIO LLC New +332,221+332.2k
JANE STREET GROUP, LLC Added +302,114+302.1k
TFC Financial Management, Inc. Added +141,929+141.9k
Orion Portfolio Solutions, LLC Added +47,508+47.5k
CAPTRUST FINANCIAL ADVISORS New +39,442+39.4k
Abacus Wealth Partners, LLC Added +35,254+35.3k
MORGAN STANLEY Added +32,512+32.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +32,224+32.2k
Corient Private Wealth LP Added +26,651+26.7k
UBS Group AG Added +24,349+24.3k

Biggest sellers

Wealthfront Advisers LLC Reduced -142,906-142.9k
Thrivent Financial for Lutherans Sold out -94,722-94.7k
Stewardship Advisors, LLC Reduced -51,125-51.1k
OSAIC HOLDINGS, INC. Reduced -21,258-21.3k
Haverford Trust Co Sold out -18,534-18.5k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -16,242-16.2k
LOCKERMAN FINANCIAL GROUP, INC. Sold out -10,811-10.8k
PENOBSCOT WEALTH MANAGEMENT Sold out -10,722-10.7k
Perigon Wealth Management, LLC Sold out -9,502-9.5k
HighTower Advisors, LLC Sold out -8,521-8.5k

Biggest calls

None

Biggest puts

Quaker Wealth Management, LLC First filing $26.7k914 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA TRUST, NATIONAL ASSOCIATION 0.13% of their portfolio CHARLOTTE, NC 1,377,7161.4m $40.3m $40.3m 0.13% Reduced -16.2k -16,242
2 Abacus Wealth Partners, LLC 4.98% of their portfolio SANTA MONICA, CA 1,132,8161.1m $33.1m $33.1m 4.98% Added +35.3k +35,254
3 Wealthfront Advisers LLC 0.07% of their portfolio Palo Alto, CA 832,250832.2k $24.3m $24.3m 0.07% Reduced -142.9k -142,906
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 487,281487.3k $14.3m $14.3m 0.00% Added +13.1k +13,099
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 371,869371.9k $10.9m $10.9m 0.00% Added +32.5k +32,512
6 Cerity Partners OCIO LLC 0.55% of their portfolio New York, NY 332,221332.2k $9.7m $9.7m 0.55% New
7 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 313,358313.4k $9.2m $9.2m 0.02% Added +302.1k +302,114
8 TFC Financial Management, Inc. 1.26% of their portfolio BOSTON, MA 282,130282.1k $8.3m $8.3m 1.26% Added +141.9k +141,929
9 Colorado Capital Management, Inc. 3.33% of their portfolio BOULDER, CO 244,619244.6k $7.2m $7.2m 3.33% Added +19.9k +19,879
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 218,673218.7k $6.4m $6.4m 0.00% Added +24.3k +24,349
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 209,595209.6k $6.1m $6.1m 0.02% Added +4.2k +4,203
12 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 163,831163.8k $4.8m $4.8m 0.02% Added +9.9k +9,920
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 149,127149.1k $4.4m $4.4m 0.00% Reduced -5.9k -5,884
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 135,627135.6k $4.0m $4.0m 0.01% Added +14.8k +14,782
15 Cable Hill Partners, LLC 0.38% of their portfolio PORTLAND, OR 131,725131.7k $3.9m $3.9m 0.38% Added +1.4k +1,442
16 Vestmark Advisory Solutions, Inc. 0.07% of their portfolio Wakefield, MA 95,36195.4k $2.8m $2.8m 0.07% Reduced -6.7k -6,691
17 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 91,33591.3k $2.7m $2.7m 0.01% Added +47.5k +47,508
18 MISSION WEALTH MANAGEMENT, LP 0.07% of their portfolio Santa Barbara, CA 89,30789.3k $2.6m $2.6m 0.07% Added +1.5k +1,511
19 Allodium Investment Consultants, LLC 1.68% of their portfolio MINNEAPOLIS, MN 77,61277.6k $2.3m $2.3m 1.68% Added +5.4k +5,359
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,42472.4k $2.1m $2.1m 0.00% Reduced -274 -274
21 Clarity Wealth Development LLC 1.99% of their portfolio Corvallis, OR 60,83760.8k $1.8m $1.8m 1.99% Reduced -1.1k -1,107
22 Evolution Advisers, Inc. 0.93% of their portfolio RICHMOND, VA 60,70560.7k $1.8m $1.8m 0.93% Added +13.3k +13,300
23 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 54,93554.9k $1.6m $1.6m 0.00% Reduced -2.6k -2,594
24 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 47,50847.5k $1.4m $1.4m 0.01% Added +3.7k +3,681
25 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 47,38147.4k $1.4m $1.4m 0.00% Added +4.9k +4,855
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 46,49446.5k $1.4m $1.4m 0.00% Reduced -1.4k -1,406
27 Pioneer Wealth Management Group 0.55% of their portfolio AUSTIN, TX 44,00644.0k $1.3m $1.3m 0.55% First filing
28 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 43,19043.2k $1.3m $1.3m 0.01% Reduced -3.8k -3,750
29 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 39,44239.4k $1.2m $1.2m 0.00% New
30 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 37,35537.4k $1.1m $1.1m 0.00% Added +26.7k +26,651
31 Tolleson Wealth Management, Inc. 0.20% of their portfolio DALLAS, TX 35,03935.0k $1.0m $1.0m 0.20% Reduced -1.0k -1,030
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,36234.4k $1.0m $1.0m 0.00% Added +16.4k +16,410
33 Stewardship Advisors, LLC 0.27% of their portfolio MOUNT JOY, PA 33,84933.8k $990.1k $990.1k 0.27% Reduced -51.1k -51,125
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 32,89932.9k $962.3k $962.3k 0.00% Added +14.9k +14,924
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,22432.2k $942.6k $942.6k 0.00% New
36 Westfuller Advisors, LLC 0.58% of their portfolio New York, NY 29,59329.6k $865.6k $865.6k 0.58% Added +2.6k +2,561
37 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 27,94027.9k $817.2k $817.2k 0.01% Unchanged
38 Better Money Decisions, LLC 0.52% of their portfolio Santa Fe, NM 26,85726.9k $785.6k $785.6k 0.52% Added +2.3k +2,338
39 Cascade Financial Partners, LLC 0.09% of their portfolio SAN DIEGO, CA 25,00025.0k $731.2k $731.2k 0.09% Unchanged
40 First Pacific Financial 0.14% of their portfolio VANCOUVER, WA 23,62723.6k $691.1k $691.1k 0.14% Reduced -1.7k -1,716
41 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 22,24422.2k $650.6k $650.6k 0.01% Unchanged
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,23821.2k $621.0k $621.0k 0.00% Added +1.0k +1,033
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,94820.9k $612.7k $612.7k 0.00% Reduced -1.7k -1,708
44 Sepio Capital, LP 0.05% of their portfolio Salt Lake City, UT 20,72620.7k $606.2k $606.2k 0.05% New
45 McNamara Financial Services, Inc. 0.12% of their portfolio MARSHFIELD, MA 19,20019.2k $561.6k $561.6k 0.12% Added +3.2k +3,247
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,47017.5k $511.0k $511.0k 0.00% Added +9.3k +9,319
47 GREENUP STREET WEALTH MANAGEMENT LLC 0.09% of their portfolio OVERLAND PARK, KS 15,69115.7k $459.0k $459.0k 0.09% Reduced -5.1k -5,075
48 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 15,60915.6k $456.6k $456.6k 0.01% Reduced -2.6k -2,648
49 Ascentis Independent Advisors 0.09% of their portfolio DALLAS, TX 14,82414.8k $433.6k $433.6k 0.09% Added +2.7k +2,652
50 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 13,79213.8k $403.4k $403.4k 0.00% Reduced -36 -36
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,41313.4k $392.3k $392.3k 0.00% Reduced -21.3k -21,258
52 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 11,25611.3k $329.2k $329.2k 0.00% New
53 Addison Advisors LLC 0.09% of their portfolio MIDDLEBURY, VT 11,17511.2k $326.9k $326.9k 0.09% Unchanged
54 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 10,70610.7k $313.2k $313.2k 0.00% Unchanged
55 Heck Capital Advisors, LLC 0.03% of their portfolio Rhinelander, WI 10,53110.5k $308.0k $308.0k 0.03% Added +4.4k +4,379
56 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 10,29110.3k $301.0k $301.0k 0.03% Added +1.3k +1,320
57 RVW Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 10,23210.2k $299.3k $299.3k 0.03% Reduced -1.4k -1,355
58 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,7149.7k $284.1k $284.1k 0.00% Reduced -7.3k -7,346
59 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,7039.7k $283.8k $283.8k 0.01% Added +219 +219
60 ASPIRIANT, LLC 0.01% of their portfolio San Francisco, CA 9,6229.6k $281.4k $281.4k 0.01% Unchanged
61 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 9,1439.1k $267.4k $267.4k 0.00% Added +188 +188
62 Greykasell Wealth Strategies, Inc. 0.13% of their portfolio DANVILLE, CA 8,6108.6k $251.8k $251.8k 0.13% Reduced -274 -274
63 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,5488.5k $250.0k $250.0k 0.00% Added +131 +131
64 NATURAL INVESTMENTS, LLC 0.07% of their portfolio WINDSOR, CA 8,1328.1k $237.0k $237.0k 0.07% New
65 Carson Advisory Inc. 0.15% of their portfolio ATHENS, GA 7,8617.9k $229.9k $229.9k 0.15% Reduced -1.5k -1,500
66 Brooklyn FI, LLC 0.07% of their portfolio NEW YORK, NY 7,7237.7k $225.9k $225.9k 0.07% Unchanged
67 MSH Capital Advisors LLC 0.07% of their portfolio SCOTTSDALE, AZ 7,5507.5k $220.8k $220.8k 0.07% Unchanged
68 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,5297.5k $220.0k $220.0k 0.00% New
69 WealthShield Partners, LLC 0.03% of their portfolio CARY, NC 7,3877.4k $216.1k $216.1k 0.03% Added +688 +688
70 Charter Oak Capital Management, LLC 0.02% of their portfolio PORTSMOUTH, NH 7,2357.2k $211.6k $211.6k 0.02% New
71 Walkner Condon Financial Advisors LLC 0.04% of their portfolio MADISON, WI 7,1877.2k $210.2k $210.2k 0.04% Reduced -197 -197
72 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 6,5336.5k $191.1k $191.1k 0.02% Reduced -1 -1
73 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,7515.8k $168.2k $168.2k 0.00% Reduced -43 -43
74 CX Institutional 0.01% of their portfolio AUBURN, IN 5,2435.2k $153.0k $153.0k 0.01% New
75 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 5,2065.2k $152.3k $152.3k 0.02% Unchanged
76 Rossby Financial, LCC 0.06% of their portfolio MELBOURNE, FL 5,0045.0k $146.2k $146.2k 0.06% New
77 Columbia River Financial Group, LLC 0.09% of their portfolio VANCOUVER, WA 4,6514.7k $136.0k $136.0k 0.09% New
78 Bear Mountain Capital, Inc. 0.03% of their portfolio SEATTLE, WA 2,7742.8k $81.4k $81.4k 0.03% Reduced -103 -103
79 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,5492.5k $74.2k $74.2k 0.00% Added +1.5k +1,472
80 Covestor Ltd 0.03% of their portfolio LONDON, X0 1,5141.5k $44.0k $44.0k 0.03% Added +108 +108
81 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3791.4k $40.0k $40.0k 0.00% Unchanged
82 Koesten, Hirschmann & Crabtree, INC. 0.02% of their portfolio OVERLAND PARK, KS 1,3601.4k $39.8k $39.8k 0.02% Added +90 +90
83 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3131.3k $38.4k $38.4k 0.00% Reduced -177 -177
84 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 902902 $26.4k $26.4k 0.00% Added +244 +244
85 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 725725 $21.2k $21.2k 0.00% Reduced -197 -197
86 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 672672 $19.7k $19.7k 0.00% New
87 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 620620 $18.1k $18.1k 0.00% Unchanged
88 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 473473 $13.8k $13.8k 0.00% Added +446 +446
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 437437 $12.8k $12.8k 0.00% Unchanged
90 FMR LLC 0.00% of their portfolio BOSTON, MA 428428 $12.5k $12.5k 0.00% Reduced -13 -13
91 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 295295 $8.6k $8.6k 0.00% Added +45 +45
92 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 274274 $8.0k $8.0k 0.00% Unchanged
93 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 270270 $7.9k $7.9k 0.00% Reduced -28 -28
94 Orion Capital Management LLC 0.00% of their portfolio CORONADO, CA 248248 $7.3k $7.3k 0.00% Unchanged
95 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 165165 $4.8k $4.8k 0.00% New
96 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 144144 $4.2k $4.2k 0.00% Unchanged
97 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 130130 $3.8k $3.8k 0.00% Unchanged
98 Trust Co 0.00% of their portfolio MANHATTAN, KS 8181 $2.4k $2.4k 0.00% Unchanged
99 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 7474 $2.2k $2.2k 0.00% Unchanged
100 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 3030 $878 $878 0.00% New