Nuv ESG 1-5 YR US AB ETF-UsdNUSAETF

13F holders, Q3 2024 (September 30)
24holders +1
2new positions
1sold out
1famous investor
$23.47avg. 13F price*

At the end of Q3 2024, 24 institutions reported holding Nuv ESG 1-5 YR US AB ETF-Usd (NUSA) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($3.0M), Cambridge Investment Research Advisors, Inc. ($2.1M) and Jane Street Group, LLC ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nuv ESG 1-5 YR US AB ETF-Usd
Filed as
NUSHARES ETF TR (Q3 2024)
CUSIP
67092P110
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 19Q1 2024Q2 2024: 23Q2 2024Q3 2024: 24Q3 2024Q4 2024: 22Q4 2024Q1 2025: 20Q1 2025Q2 2025: 24Q2 2025Q3 2025: 29Q3 2025Q4 2025: 29Q4 2025Q1 2026: 25Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$66K
Exits1$6.9M

All 13F filers, Q2 2024 → Q3 2024: 19,030 shares bought and 378,074 shares sold, net −359,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.6% 127,253 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.6% 88,291 $2.1M
Jane Street Group, LLC 0.00% Reduce -37.5% 72,993 $1.7M
Morgan Stanley 0.00% Add +9.5% 71,732 $1.7M
Citadel Advisors 0.00% Add +5.7% 63,825 $1.5M
LPL Financial LLC 0.00% Reduce -19.8% 42,767 $1.0M
Raymond James & Associates 0.00% Add +14.4% 32,619 $765K
Envestnet Asset Management Inc. 0.00% Reduce -5.8% 27,685 $650K
Steward Partners Investment Advisory, LLC 0.01% Add +2.0% 27,498 $645K
Assetmark, Inc. 0.00% Add +3.5% 26,478 $621K
Parkside Financial Bank & Trust 0.08% Add +1.0% 25,700 $603K
Bank of America Corp. 0.00% Reduce -33.1% 24,307 $570K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.3% 19,815 $465K
US Bancorp \de 0.00% No change 17,951 $421K
Bank of Montreal 0.00% Reduce -19.4% 14,356 $337K
Cetera Investment Advisers 0.00% Add +0.0% 10,480 $246K
Osaic Holdings, Inc. 0.00% Add +1.9% 4,019 $94K
NewEdge Advisors, LLC 0.00% No change 2,875 $67K
Global Retirement Partners, LLC 0.00% New 2,674 $63K
UBS Group AG 0.00% Add +14.4% 1,505 $35K
Cherry Tree Wealth Management, LLC 0.00% No change 197 $5K
Creative Financial Designs Inc. 0.00% New 131 $3K
Allworth Financial LP 0.00% Add +1.1% 91 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $24

"% of holder's portfolio" is NUSA's weight in each manager's 13F, not the share of Nuv ESG 1-5 YR US AB ETF-Usd the manager owns.