IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Nuveen Muni ESG ETF (MBNE)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Susquehanna International Group, LLP
DECREASED
Shares68,583 from 83,786
Change-15,203 (-18%)
Value$2.0M (-$449.5K)
Filed 2026-05-15
Okabena Investment Services Inc
NEW
Shares23,470
Change+23,470
Value$679.0K
Filed 2026-05-15
Cresset Asset Management, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$318.2K (-$1.3K)
Filed 2026-05-15
Sprinkle Financial Consultants LLC
INCREASED
Shares8,444 from 8,402
Change+42 (+1%)
Value$244.3K (+$233)
Filed 2026-04-16
EP Wealth Advisors, LLC
NEW
Shares7,618
Change+7,618
Value$220.4K
Filed 2026-05-14
PNC Financial Services Group, Inc.
INCREASED
Shares2,148 from 1,307
Change+841 (+64%)
Value$62.1K (+$24.2K)
Filed 2026-05-08
UBS Group AG
INCREASED
Shares503 from 66
Change+437 (+662%)
Value$14.6K (+$12.6K)
Filed 2026-05-05
Osaic Holdings, Inc.
DECREASED
Shares300 from 350
Change-50 (-14%)
Value$8.7K (-$1.5K)
Filed 2026-05-15
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$32 ($0)
Filed 2026-05-15
Flow Traders U.S. LLC
CLOSED
Shares0 from 100,063
Change-100,063 (-100%)
Value$0 (-$2.9K)
Filed 2026-05-15
Jane Street Group, LLC
CLOSED
Shares0 from 40,089
Change-40,089 (-100%)
Value$0 (-$1.2M)
Filed 2026-05-12
Natural Investments, LLC
CLOSED
Shares0 from 12,402
Change-12,402 (-100%)
Value$0 (-$360)
Filed 2026-05-01
Orion Porfolio Solutions, LLC
CLOSED
Shares0 from 8,082
Change-8,082 (-100%)
Value$0 (-$234.7K)
Filed 2026-05-13
Old Mission Capital LLC
CLOSED
Shares0 from 7,326
Change-7,326 (-100%)
Value$0 (-$212.8K)
Filed 2026-05-15
SageView Advisory Group, LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$31.9K)
Filed 2026-08-10
Status
Susquehanna International Group, LLP
DECREASED68,58383,786-15,203-18%$2.4M$2.0M-$449.5K2026-05-15
Okabena Investment Services Inc
NEW23,470—+23,470——$679.0K—2026-05-15
Cresset Asset Management, LLC
UNCHANGED11,00011,00000%$319.5K$318.2K-$1.3K2026-05-15
Sprinkle Financial Consultants LLC
INCREASED8,4448,402+42+1%$244.0K$244.3K+$2332026-04-16
EP Wealth Advisors, LLC
NEW7,618—+7,618——$220.4K—2026-05-14
PNC Financial Services Group, Inc.
INCREASED2,1481,307+841+64%$38.0K$62.1K+$24.2K2026-05-08
UBS Group AG
INCREASED50366+437+662%$1.9K$14.6K+$12.6K2026-05-05
Osaic Holdings, Inc.
DECREASED300350-50-14%$10.2K$8.7K-$1.5K2026-05-15
Morgan Stanley
UNCHANGED1100%$32$32$02026-05-15
Flow Traders U.S. LLC
CLOSED0100,063-100,063-100%$2.9K$0-$2.9K2026-05-15
Jane Street Group, LLC
CLOSED040,089-40,089-100%$1.2M$0-$1.2M2026-05-12
Natural Investments, LLC
CLOSED012,402-12,402-100%$360$0-$3602026-05-01
Orion Porfolio Solutions, LLC
CLOSED08,082-8,082-100%$234.7K$0-$234.7K2026-05-13
Old Mission Capital LLC
CLOSED07,326-7,326-100%$212.8K$0-$212.8K2026-05-15
SageView Advisory Group, LLC
CLOSED01,099-1,099-100%$31.9K$0-$31.9K2026-08-10
Showing 15 of 15 institutions