Vault-13

NUSHARES ETF TR NUEM

NUVEEN ESG EMRGN · ETP · CUSIP 67092P888

109 institutional holders +7 vs Q1 2025
7,215,9097.2m shares reported held*
$239.7mreported value*
14 new 29 added 38 reduced 5 sold out net sold ≈ $19.2m (-577.7k 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 ≈ $33.21.

Trends to Q2 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: 102Q2 25: 109109Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 52 bought or addedQ1 25: 40 cut or sold outQ2 25: 43 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234433
Q4 20235337
Q1 20244640
Q2 20244636
Q3 20244240
Q4 20244633
Q1 20255240
Q2 20254343

Calls vs puts

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

CallsPuts
$0$10k$20k$30kQ3 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 —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$26.7k—
Q2 2025$0$0—

Biggest buyers

ROYAL BANK OF CANADA Added +141,714+141.7k
COLDSTREAM CAPITAL MANAGEMENT INC New +131,105+131.1k
Vestmark Advisory Solutions, Inc. Added +94,283+94.3k
CITADEL ADVISORS LLC New +67,242+67.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +46,510+46.5k
OLD MISSION CAPITAL LLC New +37,626+37.6k
OSAIC HOLDINGS, INC. Added +25,097+25.1k
CGC Financial Services, LLC New +19,803+19.8k
Thrivent Financial for Lutherans New +14,764+14.8k
MISSION WEALTH MANAGEMENT, LP Added +12,524+12.5k

Biggest sellers

Abacus Wealth Partners, LLC Reduced -548,122-548.1k
JANE STREET GROUP, LLC Reduced -200,350-200.3k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -197,002-197.0k
Cerity Partners OCIO LLC Reduced -168,301-168.3k
BANK OF AMERICA CORP /DE/ Reduced -22,798-22.8k
Cambridge Investment Research Advisors, Inc. Reduced -15,919-15.9k
CAPTRUST FINANCIAL ADVISORS Reduced -15,262-15.3k
Wealthfront Advisers LLC Reduced -13,590-13.6k
UBS Group AG Reduced -12,338-12.3k
First Pacific Financial Reduced -10,682-10.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA TRUST, NATIONAL ASSOCIATION 0.10% of their portfolio CHARLOTTE, NC 1,180,7141.2m $39.2m $39.2m 0.10% Reduced -197.0k -197,002
2 Wealthfront Advisers LLC 0.07% of their portfolio Palo Alto, CA 818,660818.7k $27.2m $27.2m 0.07% Reduced -13.6k -13,590
3 Abacus Wealth Partners, LLC 2.96% of their portfolio SANTA MONICA, CA 584,694584.7k $19.4m $19.4m 2.96% Reduced -548.1k -548,122
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 464,483464.5k $15.4m $15.4m 0.00% Reduced -22.8k -22,798
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 363,408363.4k $12.1m $12.1m 0.00% Reduced -8.5k -8,461
6 TFC Financial Management, Inc. 1.31% of their portfolio BOSTON, MA 288,843288.8k $9.6m $9.6m 1.31% Added +6.7k +6,713
7 Colorado Capital Management, Inc. 3.65% of their portfolio BOULDER, CO 256,787256.8k $8.5m $8.5m 3.65% Added +12.2k +12,168
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 206,335206.3k $6.9m $6.9m 0.00% Reduced -12.3k -12,338
9 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 193,676193.7k $6.4m $6.4m 0.02% Reduced -15.9k -15,919
10 Vestmark Advisory Solutions, Inc. 0.09% of their portfolio Wakefield, MA 189,644189.6k $6.3m $6.3m 0.09% Added +94.3k +94,283
11 Cerity Partners OCIO LLC 0.30% of their portfolio New York, NY 163,920163.9k $5.4m $5.4m 0.30% Reduced -168.3k -168,301
12 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 163,162163.2k $5.4m $5.4m 0.02% Reduced -669 -669
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 159,184159.2k $5.3m $5.3m 0.00% Added +141.7k +141,714
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 152,627152.6k $5.1m $5.1m 0.00% Added +3.5k +3,500
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 136,588136.6k $4.6m $4.6m 0.01% Added +961 +961
16 COLDSTREAM CAPITAL MANAGEMENT INC 0.07% of their portfolio BELLEVUE, WA 131,105131.1k $4.4m $4.4m 0.07% New
17 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 113,008113.0k $3.8m $3.8m 0.01% Reduced -200.3k -200,350
18 MISSION WEALTH MANAGEMENT, LP 0.07% of their portfolio Santa Barbara, CA 101,831101.8k $3.4m $3.4m 0.07% Added +12.5k +12,524
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 78,73478.7k $2.6m $2.6m 0.00% Added +46.5k +46,510
20 Allodium Investment Consultants, LLC 1.61% of their portfolio MINNEAPOLIS, MN 76,69076.7k $2.5m $2.5m 1.61% Reduced -922 -922
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 71,28071.3k $2.4m $2.4m 0.00% Reduced -1.1k -1,144
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 67,24267.2k $2.2m $2.2m 0.00% New
23 Evolution Advisers, Inc. 0.99% of their portfolio RICHMOND, VA 60,65560.7k $2.0m $2.0m 0.99% Reduced -50 -50
24 Clarity Wealth Development LLC 1.98% of their portfolio Corvallis, OR 59,79959.8k $2.0m $2.0m 1.98% Reduced -1.0k -1,038
25 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 57,45357.5k $1.9m $1.9m 0.00% Added +2.5k +2,518
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 54,49554.5k $1.8m $1.8m 0.00% Added +8.0k +8,001
27 Pioneer Wealth Management Group 0.60% of their portfolio AUSTIN, TX 48,74848.7k $1.6m $1.6m 0.60% Added +4.7k +4,742
28 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 46,90046.9k $1.6m $1.6m 0.00% Reduced -481 -481
29 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 46,02846.0k $1.5m $1.5m 0.00% Added +8.7k +8,673
30 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 41,13741.1k $1.4m $1.4m 0.01% Reduced -2.1k -2,053
31 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 40,62140.6k $1.3m $1.3m 0.01% Reduced -6.9k -6,887
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 38,51038.5k $1.3m $1.3m 0.00% Added +25.1k +25,097
33 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 37,62637.6k $1.2m $1.2m 0.03% New
34 Tolleson Wealth Management, Inc. 0.20% of their portfolio DALLAS, TX 35,48935.5k $1.2m $1.2m 0.20% Added +450 +450
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,36235.4k $1.2m $1.2m 0.00% Added +1.0k +1,000
36 Stewardship Advisors, LLC 0.28% of their portfolio MOUNT JOY, PA 33,80333.8k $1.1m $1.1m 0.28% Reduced -46 -46
37 Westfuller Advisors, LLC 0.56% of their portfolio New York, NY 29,80029.8k $989.7k $989.7k 0.56% Added +207 +207
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 28,04028.0k $931.2k $931.2k 0.00% Reduced -4.9k -4,859
39 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 27,94027.9k $927.9k $927.9k 0.01% Unchanged
40 Better Money Decisions, LLC 0.55% of their portfolio Santa Fe, NM 27,45827.5k $911.9k $911.9k 0.55% Added +601 +601
41 Cascade Financial Partners, LLC 0.10% of their portfolio SAN DIEGO, CA 25,00025.0k $830.2k $830.2k 0.10% Unchanged
42 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 24,18024.2k $803.0k $803.0k 0.00% Reduced -15.3k -15,262
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,32623.3k $775.0k $775.0k 0.00% Added +2.1k +2,088
44 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 22,24422.2k $738.5k $738.5k 0.01% Unchanged
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,94820.9k $695.7k $695.7k 0.00% Unchanged
46 Sepio Capital, LP 0.05% of their portfolio Salt Lake City, UT 20,72620.7k $688.3k $688.3k 0.05% Unchanged
47 McNamara Financial Services, Inc. 0.13% of their portfolio MARSHFIELD, MA 20,47320.5k $679.9k $679.9k 0.13% Added +1.3k +1,273
48 CGC Financial Services, LLC 0.22% of their portfolio LAKE OSWEGO, OR 19,80319.8k $657.7k $657.7k 0.22% New
49 GREENUP STREET WEALTH MANAGEMENT LLC 0.09% of their portfolio OVERLAND PARK, KS 16,39516.4k $544.5k $544.5k 0.09% Added +704 +704
50 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 14,76414.8k $490.0k $490.0k 0.00% New
51 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 13,89213.9k $461.4k $461.4k 0.01% Added +100 +100
52 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 12,98613.0k $431.3k $431.3k 0.00% Added +1.7k +1,730
53 Ascentis Independent Advisors 0.08% of their portfolio DALLAS, TX 12,98013.0k $431.1k $431.1k 0.08% Reduced -1.8k -1,844
54 First Pacific Financial 0.06% of their portfolio VANCOUVER, WA 12,94512.9k $429.9k $429.9k 0.06% Reduced -10.7k -10,682
55 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 11,45311.5k $380.4k $380.4k 0.01% Reduced -4.2k -4,156
56 Addison Advisors LLC 0.09% of their portfolio MIDDLEBURY, VT 11,17511.2k $371.1k $371.1k 0.09% Unchanged
57 Heck Capital Advisors, LLC 0.03% of their portfolio Rhinelander, WI 10,72110.7k $356.0k $356.0k 0.03% Added +190 +190
58 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 10,68910.7k $355.0k $355.0k 0.00% Reduced -17 -17
59 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 10,46810.5k $347.6k $347.6k 0.03% Added +177 +177
60 RVW Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 10,13810.1k $336.7k $336.7k 0.03% Reduced -94 -94
61 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,8479.8k $327.0k $327.0k 0.01% Added +144 +144
62 ASPIRIANT, LLC 0.01% of their portfolio San Francisco, CA 9,6229.6k $319.5k $319.5k 0.01% Unchanged
63 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,5909.6k $318.5k $318.5k 0.00% Reduced -124 -124
64 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 8,9188.9k $296.2k $296.2k 0.00% Reduced -225 -225
65 Greykasell Wealth Strategies, Inc. 0.14% of their portfolio DANVILLE, CA 8,6108.6k $285.9k $285.9k 0.14% Unchanged
66 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,3618.4k $277.7k $277.7k 0.00% Reduced -187 -187
67 NATURAL INVESTMENTS, LLC 0.07% of their portfolio WINDSOR, CA 8,1368.1k $270.0k $270.0k 0.07% Added +4 +4
68 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,0958.1k $268.8k $268.8k 0.00% New
69 Carson Advisory Inc. 0.17% of their portfolio ATHENS, GA 7,8617.9k $261.1k $261.1k 0.17% Unchanged
70 Brooklyn FI, LLC 0.07% of their portfolio NEW YORK, NY 7,7237.7k $256.5k $256.5k 0.07% Unchanged
71 MSH Capital Advisors LLC 0.07% of their portfolio SCOTTSDALE, AZ 7,5507.5k $250.7k $250.7k 0.07% Unchanged
72 Bond & Devick Financial Network, Inc. 0.08% of their portfolio ST. LOUIS PARK, MN 7,4077.4k $246.0k $246.0k 0.08% New
73 Charter Oak Capital Management, LLC 0.02% of their portfolio PORTSMOUTH, NH 7,1377.1k $237.0k $237.0k 0.02% Reduced -98 -98
74 Sound Stewardship, LLC 0.12% of their portfolio Overland Park, KS 6,7516.8k $224.2k $224.2k 0.12% New
75 Continuum Advisory, LLC 0.03% of their portfolio EAGLE, ID 6,4116.4k $212.9k $212.9k 0.03% Reduced -122 -122
76 Walkner Condon Financial Advisors LLC 0.04% of their portfolio MADISON, WI 6,3386.3k $210.5k $210.5k 0.04% Reduced -849 -849
77 Destiny Wealth Partners, LLC 0.03% of their portfolio TAVARES, FL 6,0586.1k $201.2k $201.2k 0.03% New
78 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,3255.3k $176.8k $176.8k 0.00% Reduced -426 -426
79 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 5,2065.2k $172.9k $172.9k 0.02% Unchanged
80 CX Institutional 0.01% of their portfolio AUBURN, IN 4,9084.9k $163.0k $163.0k 0.01% Reduced -335 -335
81 Rossby Financial, LCC 0.06% of their portfolio MELBOURNE, FL 4,5324.5k $150.5k $150.5k 0.06% Reduced -472 -472
82 WealthShield Partners, LLC 0.01% of their portfolio CARY, NC 3,6303.6k $120.6k $120.6k 0.01% Reduced -3.8k -3,757
83 Bear Mountain Capital, Inc. 0.03% of their portfolio SEATTLE, WA 2,4832.5k $83.6k $83.6k 0.03% Reduced -291 -291
84 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,4192.4k $80.3k $80.3k 0.00% Reduced -130 -130
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,0532.1k $68.2k $68.2k 0.00% New
86 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5681.6k $52.1k $52.1k 0.00% Added +1.1k +1,140
87 Covestor Ltd 0.03% of their portfolio LONDON, X0 1,5291.5k $51.0k $51.0k 0.03% Added +15 +15
88 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 1,4961.5k $49.7k $49.7k 0.01% Added +594 +594
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3791.4k $46.0k $46.0k 0.00% Unchanged
90 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3131.3k $43.6k $43.6k 0.00% Unchanged
91 Quaker Wealth Management, LLC 0.01% of their portfolio MOORESTOWN, NJ 914914 $30.4k $30.4k 0.01% New
92 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 725725 $24.1k $24.1k 0.00% Unchanged
93 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 620620 $20.6k $20.6k 0.00% Unchanged
94 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 589589 $19.6k $19.6k 0.00% New
95 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 473473 $15.7k $15.7k 0.00% Unchanged
96 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 437437 $14.5k $14.5k 0.00% Reduced -235 -235
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 437437 $14.5k $14.5k 0.00% Unchanged
98 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 295295 $9.8k $9.8k 0.00% Unchanged
99 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 274274 $9.1k $9.1k 0.00% Unchanged
100 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 270270 $9.0k $9.0k 0.00% Unchanged