Nuv ESG 1-5 YR US AB ETF-UsdNUSAETF

13F holders, Q2 2025 (June 30)
24holders +4
3new positions
0sold out
$23.35avg. 13F price*

At the end of Q2 2025, 24 institutions reported holding Nuv ESG 1-5 YR US AB ETF-Usd (NUSA) in their 13F filings, up 4 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($3.3M), LPL Financial LLC ($3.2M) and Morgan Stanley ($2.1M).

Company
Nuv ESG 1-5 YR US AB ETF-Usd
Filed as
NUSHARES ETF TR (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$2.4M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 122,212 shares bought and 42,469 shares sold, net +79,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Envestnet Portfolio Solutions, Inc. 0.01% Add +4.1% 143,325 $3.3M
LPL Financial LLC 0.00% Reduce -18.6% 135,710 $3.2M
Morgan Stanley 0.00% Reduce -6.9% 90,878 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.3% 84,619 $2.0M
Financial Connections Group, Inc. 0.75% New 77,949 $1.8M
Assetmark, Inc. 0.00% Add +7.9% 34,804 $813K
Envestnet Asset Management Inc. 0.00% Add +8.0% 31,012 $724K
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.5% 29,295 $684K
Parkside Financial Bank & Trust 0.07% Add +1.0% 26,470 $618K
Vestmark Advisory Solutions, Inc. 0.01% New 24,598 $574K
Raymond James Financial Inc. 0.00% Add +0.1% 22,831 $533K
US Bancorp \de 0.00% Reduce -0.4% 21,282 $497K
Stratos Wealth Partners, LTD. 0.01% Reduce -12.6% 16,290 $380K
Osaic Holdings, Inc. 0.00% Add +315.8% 11,165 $261K
Susquehanna International Group, LLP 0.00% No change 10,175 $238K
Bank of America Corp. 0.00% Reduce -3.4% 9,643 $225K
Cetera Investment Advisers 0.00% Reduce -8.5% 8,721 $204K
Global Retirement Partners, LLC 0.00% — 2,754 $64K
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
UBS Group AG 0.00% New 104 $2K
Allworth Financial LP 0.00% Add +1.1% 94 $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.