NT Stoxx US ESG ETFESGETF
13F holders, Q1 2025 (March 31)46holders −5
1new positions
7sold out
1famous investor
$134.41avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding NT Stoxx US ESG ETF (ESG) in their 13F filings, down 5 from Q4 2024. 1 opened new positions and 7 sold out. The largest holders were Olde Wealth Management, LLC ($9.1M), LPL Financial LLC ($5.8M) and Interactive Financial Advisors, Inc. ($4.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- NT Stoxx US ESG ETF
- Filed as
- FLEXSHARES TR (Q1 2025)
- CUSIP
- 33939L696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $409K |
| Exits | 7 | $3.9M |
All 13F filers, Q4 2024 → Q1 2025: 9,135 shares bought and 167,231 shares sold, net −158,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Olde Wealth Management, LLC | 3.19% | Reduce -16.7% | 67,373 | $9.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 42,802 | $5.8M |
| Interactive Financial Advisors, Inc. | 2.50% | Reduce -1.8% | 35,232 | $4.7M |
| First United Bank & Trust | 1.49% | Reduce -14.9% | 29,635 | $4.0M |
| Morgan Stanley | 0.00% | Add +2.1% | 21,918 | $2.9M |
| Northern Trust Corp. | 0.00% | Reduce -85.2% | 19,780 | $2.7M |
| RVW Wealth, LLC | 0.21% | Reduce -3.1% | 16,263 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.2% | 14,575 | $2.0M |
| Roof Eidam Maycock Peralta, LLC | 0.34% | Reduce -7.1% | 9,419 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 6,551 | $880K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 6,538 | $879K |
| Citadel Advisors | 0.00% | Add +28.2% | 6,007 | $807K |
| SGL Investment Advisors, Inc. | 0.40% | Add +4.7% | 5,709 | $773K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.1% | 5,503 | $739K |
| Well Done, LLC | 0.12% | Add +0.3% | 4,875 | $672K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 4,736 | $636K |
| Parallel Advisors, LLC | 0.01% | No change | 4,477 | $601K |
| Capital Advisory Group Advisory Services, LLC | 0.21% | No change | 4,000 | $537K |
| Osaic Holdings, Inc. | 0.00% | Add +1005.0% | 3,282 | $441K |
| Retirement Capital Strategies | 0.16% | New | 3,045 | $409K |
| Better Money Decisions, LLC | 0.27% | Add +0.2% | 3,036 | $408K |
| Monument Group Wealth Advisors, LLC | 0.22% | No change | 2,378 | $319K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 2,315 | $311K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,140 | $288K |
| NovaPoint Capital, LLC | 0.09% | No change | 2,073 | $279K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 2,017 | $271K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 1,890 | $254K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.7% | 1,846 | $248K |
| HighTower Advisors, LLC | 0.00% | No change | 1,800 | $242K |
| Milestone Investment Advisors LLC | 0.07% | No change | 1,783 | $240K |
| Flow Traders U.S. LLC | 0.01% | Reduce -51.5% | 1,714 | $230K |
| Empire Financial Management Company, LLC | 0.07% | Reduce -12.1% | 1,683 | $226K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.3% | 1,125 | $151K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.9% | 1,082 | $145K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 490 | $66K |
| FMR LLC | 0.00% | Add +259.4% | 460 | $62K |
| Caldwell Trust Co | 0.01% | No change | 395 | $53K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 250 | $34K |
| CVA Family Office, LLC | 0.00% | No change | 225 | $30K |
| Comerica Bank | 0.00% | No change | 131 | $18K |
| AE Wealth Management LLC | 0.00% | No change | 115 | $15K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.6% | 73 | $10K |
| Peoples Bank | 0.01% | No change | 60 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 21 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 2 | $276 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $108 |
"% of holder's portfolio" is ESG's weight in each manager's 13F, not the share of NT Stoxx US ESG ETF the manager owns.