DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NPFI)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
21
Reporting holders
$34.4M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | $15.0M | 574,054 | 0.77% | 6q | -0.8%-$119.8K |
| Astoria Portfolio Advisors LLC. | $4.8M | 182,038 | 0.80% | 2q | +169.5%+$3.0M |
| Maia Wealth LLC | $2.9M | 110,372 | 0.43% | new | NEW |
| MBL Wealth, LLC | $2.2M | 83,617 | 0.15% | 2q | +543.2%+$1.8M |
| LPL Financial LLC | $1.9M | 72,768 | 0.00% | 2q | +56.5%+$686.6K |
| Integrated Wealth Concepts LLC | $1.9M | 71,786 | 0.01% | 4q | +14.6%+$239.1K |
| JANE STREET GROUP, LLC | $1.2M | 46,183 | 0.00% | 5q | +227.6%+$839.0K |
| Krilogy Financial LLC | $993.7K | 38,000 | 0.03% | 4q | -3.3%-$34.0K |
| ENVESTNET ASSET MANAGEMENT INC | $702.8K | 26,879 | 0.00% | 3q | -13.9%-$113.1K |
| Jefferies Financial Group Inc. | $702.6K | 26,870 | 0.00% | 2q | +5.6%+$37.2K |
| Buckley Wealth Management, LLC | $547.5K | 20,936 | 0.14% | 2q | +5.0%+$26.1K |
| Cambridge Investment Research Advisors, Inc. | $452.0K | 17,310 | 0.00% | 2q | +106.5%+$233.2K |
| MassMutual Private Wealth & Trust, FSB | $352.9K | 13,496 | 0.01% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $280.9K | 10,744 | 0.00% | 3q | +22.4%+$51.5K |
| Arkadios Wealth Advisors | $252.9K | 9,674 | 0.00% | 2q | +11.6%+$26.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $234.7K | 8,975 | 0.00% | new | NEW |
| Allworth Financial LP | $30.3K | 1,157 | 0.00% | 2q | +1.0% |
| Steward Partners Investment Advisory, LLC | $13.1K | 500 | 0.00% | 5q | HELD |
| UBS Group AG | $9.3K | 357 | 0.00% | new | NEW |
| RICHARDSON FINANCIAL SERVICES INC. | $4.5K | 172 | 0.00% | 3q | HELD |
| Truvestments Capital LLC | $3.7K | 141 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $12.9M | 514,805 | 3 | 3 | 1 | 0.0% |
| Q2 2026 | 21 | $34.4M | 1,316,029 | 4 | 11 | 3 | 0.0% |
| Q1 2026 | 20 | $26.7M | 1,035,866 | 9 | 6 | 3 | 0.0% |
| Q4 2025 | 12 | $21.1M | 805,731 | 5 | 2 | 3 | 0.0% |
| Q3 2025 | 10 | $23.2M | 876,431 | 5 | 3 | 1 | 0.0% |
| Q2 2025 | 7 | $14.8M | 566,344 | 3 | 3 | 1 | 0.0% |
| Q1 2025 | 5 | $58.7M | 2,280,239 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 4 | $46.1M | 1,802,335 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $40.2M | 1,540,202 | 2 | 1 | 1 | 0.0% |
| Q2 2024 | 2 | $17.0M | 669,226 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 1 | $15.1M | 590,000 | 1 | 0 | 0 | 0.0% |