Nuv ESG 1-5 YR US AB ETF-UsdNUSAETF
13F holders, Q1 2025 (March 31)20holders −2
1new positions
2sold out
$23.30avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding Nuv ESG 1-5 YR US AB ETF-Usd (NUSA) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($3.9M), Envestnet Portfolio Solutions, Inc. ($3.2M) and Morgan Stanley ($2.3M).
- Company
- Nuv ESG 1-5 YR US AB ETF-Usd
- Filed as
- NUSHARES ETF TR (Q1 2025)
- CUSIP
- 67092P110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $237K |
| Exits | 2 | $641K |
All 13F filers, Q4 2024 → Q1 2025: 153,530 shares bought and 46,950 shares sold, net +106,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Add +152.2% | 166,783 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.8% | 137,658 | $3.2M |
| Morgan Stanley | 0.00% | Add +37.2% | 97,649 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 84,358 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +22.1% | 32,252 | $751K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 30,346 | $707K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 28,707 | $669K |
| Parkside Financial Bank & Trust | 0.08% | Add +0.7% | 26,209 | $611K |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 22,797 | $531K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 21,365 | $498K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.1% | 18,632 | $434K |
| Susquehanna International Group, LLP | 0.00% | New | 10,175 | $237K |
| Bank of America Corp. | 0.00% | Reduce -57.9% | 9,984 | $233K |
| Cetera Investment Advisers | 0.00% | Reduce -6.4% | 9,529 | $222K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.5% | 2,685 | $63K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,025 | $24K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 197 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 131 | $3K |
| Allworth Financial LP | 0.00% | Add +1.1% | 93 | $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.