NULV — NUSHARES ETF TR

Ownership history in Forefront Analytics, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in NUSHARES ETF TR (NULV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
25.85% (2025 Q1)
Avg. % of fund
11.81%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,379 -106,568 -43.0% 5.62% $6.4M $45.05
2025 Q3 REDUCED 247,947 -307,065 -55.3% 10.47% $10.9M $43.12
2025 Q1 REDUCED 555,012 -83,811 -13.1% 25.85% $22.5M $39.84
2024 Q4 REDUCED 638,823 -55,813 -8.0% 11.70% $25.2M $38.73
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NULV price (monthly, adj. close)

Other funds also holding NULV

As of 2025 Q4 — sorted by position size

Clarity Asset Management, Inc. 2.7% Invera Wealth Advisors, LLC 2.47% Balanced Rock Investment Advisors LLC 1.85% O'Brien Wealth Partners LLC 3Y 7Y 1.61% Sincerus Advisory, LLC 1.31% Evolution Advisers, Inc. 3Y 1.21% LOCKERMAN FINANCIAL GROUP, INC. 3Y 1.02% REGATTA CAPITAL GROUP, LLC 3Y 0.95% Shotwell Rutter Baer Inc 0.76% Equita Financial Network, Inc. 0.68%
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