— Know what they know.
Not Investment Advice

NUEM Institutional Ownership

Nuveen ESG Emerging Markets Equity ETF
1W: -0.3% 1M: +0.8% 3M: +2.8% YTD: +18.0% 1Y: +23.8% 3Y: +78.1% 5Y: +42.5%
$42.97
+0.41 (+0.95%)
 
Weekly Expected Move ±3.0%
$40 $42 $43 $44 $46
ETF CBOE · AUM $408.3M

Institutional Ownership — NUEM

130
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
294M
Total Invested
12
New Positions
35
Increased
51
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (141 total)

# Holder Shares Value Change Change % Holding Period Filing
1 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S 1,073,878 $46M -10,196 -0.9% 2Q SEC ↗
2 Wealthfront Advisers LLC 892,927 $38M +4,169 +0.5% 20Q SEC ↗
3 Abacus Wealth Partners, LLC 624,064 $27M +16,197 +2.7% 23Q SEC ↗
4 MORGAN STANLEY 443,927 $19M +4,131 +0.9% 22Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 364,940 $16M +21,026 +6.1% 27Q SEC ↗
6 TFC Financial Management, Inc. 292,478 $13M -132 -0.0% 12Q SEC ↗
7 Cerity Partners OCIO LLC 292,166 $13M +52,194 +21.8% 6Q SEC ↗
8 BANK OF AMERICA CORP /DE 276,827 $12M +16,523 +6.3% 15Q SEC ↗
9 Colorado Capital Management, Inc. 244,578 $11M +3,570 +1.5% 15Q SEC ↗
10 LPL Financial LLC 210,663 $9M -8,157 -3.7% 35Q SEC ↗
11 Cambridge Investment Research Advisors 183,764 $8M +1,527 +0.8% 27Q SEC ↗
12 WEALTH ENHANCEMENT ADVISORY SERVICES, 165,212 $7M +6,454 +4.1% 17Q SEC ↗
13 COLDSTREAM CAPITAL MANAGEMENT INC 106,954 $5M -99,738 -48.3% 5Q SEC ↗
14 Cetera Investment Advisers 102,623 $4M +1,710 +1.7% 11Q SEC ↗
15 MISSION WEALTH MANAGEMENT, LP 91,564 $4M -3,660 -3.8% 18Q SEC ↗
16 UBS Group AG 88,552 $4M +4,507 +5.4% 34Q SEC ↗
17 JANE STREET GROUP, LLC NEW 82,237 $4M — +0.0% 1Q SEC ↗
18 Allodium Investment Consultants, LLC 80,896 $3M +431 +0.5% 7Q SEC ↗
19 Evolution Advisers, Inc. 71,718 $3M +723 +1.0% 19Q SEC ↗
20 Creative Planning 57,115 $2M -709 -1.2% 20Q SEC ↗
21 Corient Private Wealth LP 56,185 $2M -5,129 -8.4% 7Q SEC ↗
22 ASSETMARK, INC 55,059 $2M +381 +0.7% 17Q SEC ↗
23 Pioneer Wealth Management Group 53,861 $2M +1,785 +3.4% 6Q SEC ↗
24 COMMONWEALTH EQUITY SERVICES, LLC 51,184 $2M +5,747 +12.6% 27Q SEC ↗
25 CGC Financial Services, LLC 46,712 $2M -2,123 -4.3% 5Q SEC ↗
26 Clarity Wealth Development LLC 36,973 $2M -21,027 -36.3% 7Q SEC ↗
27 OLD MISSION CAPITAL LLC 36,884 $2M -14,822 -28.7% 2Q SEC ↗
28 Vestmark Advisory Solutions, Inc. 36,346 $2M -6,507 -15.2% 21Q SEC ↗
29 Tolleson Wealth Management, Inc. 34,096 $1M -25,562 -42.8% 19Q SEC ↗
30 Westfuller Advisors, LLC 31,661 $1M -157 -0.5% 8Q SEC ↗
31 JPMORGAN CHASE & CO 29,795 $1M -4,227 -12.4% 15Q SEC ↗
32 RAYMOND JAMES FINANCIAL INC 29,497 $1M -1,698 -5.4% 7Q SEC ↗
33 Orion Porfolio Solutions, LLC 28,954 $1M -1,815 -5.9% 10Q SEC ↗
34 OSAIC HOLDINGS, INC. 28,507 $1M +1,683 +6.3% 26Q SEC ↗
35 CHOREO, LLC 27,940 $1M — +0.0% 14Q SEC ↗
36 RMG Wealth Management LLC NEW 25,288 $1M — +0.0% 1Q SEC ↗
37 Cascade Financial Partners, LLC 25,000 $1M — +0.0% 10Q SEC ↗
38 CAPTRUST FINANCIAL ADVISORS 24,250 $1M +1,171 +5.1% 6Q SEC ↗
39 &PARTNERS 22,910 $984K +674 +3.0% 3Q SEC ↗
40 HM PAYSON & CO 22,407 $963K +2,203 +10.9% 3Q SEC ↗
41 WHITTIER TRUST CO 22,244 $956K — +0.0% 26Q SEC ↗
42 Concurrent Investment Advisors, LLC 20,280 $871K -748 -3.6% 9Q SEC ↗
43 GREENUP STREET WEALTH MANAGEMENT LLC 19,951 $857K +4,115 +26.0% 13Q SEC ↗
44 McNamara Financial Services, Inc. 19,910 $856K -72 -0.4% 24Q SEC ↗
45 Cerity Partners Retirement Plan Adviso 19,239 $827K — +0.0% 2Q SEC ↗
46 TIAA TRUST, NATIONAL ASSOCIATION 18,267 $785K -618 -3.3% 12Q SEC ↗
47 Vontobel Holding Ltd. 17,183 $738K -257 -1.5% 3Q SEC ↗
48 NATURAL INVESTMENTS, LLC 16,662 $716K +6,054 +57.1% 3Q SEC ↗
49 Thrivent Financial for Lutherans 15,772 $678K -36 -0.2% 3Q SEC ↗
50 Equitable Holdings, Inc. 13,822 $594K -1,428 -9.4% 6Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Cerity Partners OCIO LLC +52,194 +21.8% 292,166
ENVESTNET ASSET MANAGEMENT INC +21,026 +6.1% 364,940
BANK OF AMERICA CORP /DE +16,523 +6.3% 276,827
Abacus Wealth Partners, LLC +16,197 +2.7% 624,064
WEALTH ENHANCEMENT ADVISORY SERVICE +6,454 +4.1% 165,212
NATURAL INVESTMENTS, LLC +6,054 +57.1% 16,662
COMMONWEALTH EQUITY SERVICES, LLC +5,747 +12.6% 51,184
UBS Group AG +4,507 +5.4% 88,552
Wealthfront Advisers LLC +4,169 +0.5% 892,927
MORGAN STANLEY +4,131 +0.9% 443,927
GREENUP STREET WEALTH MANAGEMENT LL +4,115 +26.0% 19,951
Colorado Capital Management, Inc. +3,570 +1.5% 244,578
ROYAL BANK OF CANADA +3,324 +36.9% 12,343
FMR LLC +2,956 +75.9% 6,853
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +2,542 +844.5% 2,843
HM PAYSON & CO +2,203 +10.9% 22,407
STIFEL FINANCIAL CORP +1,979 +21.1% 11,349
Pioneer Wealth Management Group +1,785 +3.4% 53,861
Cetera Investment Advisers +1,710 +1.7% 102,623
OSAIC HOLDINGS, INC. +1,683 +6.3% 28,507
Biggest Decreases (20)
HolderReducedChange %Total Shares
COLDSTREAM CAPITAL MANAGEMENT INC -99,738 -48.3% 106,954
Tolleson Wealth Management, Inc. -25,562 -42.8% 34,096
Clarity Wealth Development LLC -21,027 -36.3% 36,973
Verus Advisory, Inc. -19,239 -100.0% 0
OLD MISSION CAPITAL LLC -14,822 -28.7% 36,884
TIAA-CREF INDIVIDUAL & INSTITUTIONA -10,196 -0.9% 1,073,878
LPL Financial LLC -8,157 -3.7% 210,663
Vestmark Advisory Solutions, Inc. -6,507 -15.2% 36,346
Corient Private Wealth LP -5,129 -8.4% 56,185
JPMORGAN CHASE & CO -4,227 -12.4% 29,795
MISSION WEALTH MANAGEMENT, LP -3,660 -3.8% 91,564
CGC Financial Services, LLC -2,123 -4.3% 46,712
Stratos Wealth Partners, LTD. -2,114 -22.9% 7,115
Orion Porfolio Solutions, LLC -1,815 -5.9% 28,954
DAVENPORT & Co LLC -1,765 -22.2% 6,192
RAYMOND JAMES FINANCIAL INC -1,698 -5.4% 29,497
Equitable Holdings, Inc. -1,428 -9.4% 13,822
EP Wealth Advisors, LLC -1,037 -9.2% 10,218
Concurrent Investment Advisors, LLC -748 -3.6% 20,280
Creative Planning -709 -1.2% 57,115

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms