Nuv ESG 1-5 YR US AB ETF-UsdNUSAETF

13F holders, Q4 2024 (December 31)
22holders −2
0new positions
2sold out
1famous investor
$22.95avg. 13F price*

At the end of Q4 2024, 22 institutions reported holding Nuv ESG 1-5 YR US AB ETF-Usd (NUSA) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($3.0M), Cambridge Investment Research Advisors, Inc. ($2.0M) and Morgan Stanley ($1.6M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits2$2.0M

All 13F filers, Q3 2024 → Q4 2024: 32,863 shares bought and 130,714 shares sold, net −97,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Envestnet Portfolio Solutions, Inc. 0.01% Add +2.3% 130,131 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.9% 85,737 $2.0M
Morgan Stanley 0.00% Reduce -0.8% 71,161 $1.6M
LPL Financial LLC 0.00% Add +54.6% 66,140 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +7.7% 29,621 $680K
Citadel Advisors 0.00% Reduce -56.4% 27,819 $638K
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 27,615 $634K
Assetmark, Inc. 0.00% Reduce -0.2% 26,425 $606K
Parkside Financial Bank & Trust 0.08% Add +1.3% 26,023 $597K
Bank of America Corp. 0.00% Reduce -2.4% 23,718 $544K
Raymond James Financial Inc. 0.00% — 21,931 $503K
US Bancorp \de 0.00% Add +19.4% 21,429 $492K
Stratos Wealth Partners, LTD. 0.01% Add +1.2% 20,050 $460K
Cetera Investment Advisers 0.00% Reduce -2.8% 10,183 $234K
Osaic Holdings, Inc. 0.00% Add +10.4% 4,437 $102K
Global Retirement Partners, LLC 0.00% Add +1.3% 2,708 $62K
NewEdge Advisors, LLC 0.00% Reduce -64.3% 1,025 $24K
Cherry Tree Wealth Management, LLC 0.00% No change 197 $5K
Creative Financial Designs Inc. 0.00% No change 131 $3K
UBS Group AG 0.00% Reduce -91.4% 130 $3K
Allworth Financial LP 0.00% Add +1.1% 92 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $23

"% 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.