DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUBD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
123
Reporting holders
$330.4M
Reported value
0.0%
Calls
0.0%
Puts
-6
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $45.9M | 2,073,233 | 0.00% | 23q | +5.2%+$2.3M |
| Cambridge Investment Research Advisors, Inc. | $41.8M | 1,890,044 | 0.05% | 31q | +109.6%+$21.9M |
| Bank of New York Mellon Corp | $38.2M | 1,726,746 | 0.01% | 11q | +5.0%+$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $36.8M | 1,662,364 | 0.01% | 31q | +7.9%+$2.7M |
| WCG Wealth Advisors LLC | $11.9M | 539,366 | 0.28% | 17q | -29.1%-$4.9M |
| LPL Financial LLC | $11.5M | 519,090 | 0.00% | 31q | +4.5%+$494.8K |
| CGN Advisors LLC | $10.0M | 452,900 | 0.73% | 17q | +6.8%+$641.8K |
| Composition Wealth, LLC | $9.4M | 426,103 | 0.11% | 27q | +6.2%+$548.9K |
| Westfuller Advisors, LLC | $6.9M | 313,124 | 2.52% | 9q | -1.2%-$86.5K |
| Focus Partners Wealth | $6.9M | 310,210 | 0.01% | 11q | -1.9%-$129.7K |
| Koss-Olinger Consulting, LLC | $6.7M | 302,281 | 0.52% | 9q | +7.0%+$439.6K |
| BANK OF AMERICA CORP /DE/ | $5.8M | 261,325 | 0.00% | 31q | -0.6%-$36.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.2M | 236,677 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $4.5M | 204,117 | 0.00% | 12q | +539.8%+$3.8M |
| Perigon Wealth Management, LLC | $4.1M | 184,954 | 0.06% | 8q | -9.4%-$423.0K |
| ASSETMARK, INC | $4.0M | 179,602 | 0.01% | 28q | -8.4%-$366.5K |
| Colorado Capital Management, Inc. | $3.6M | 161,515 | 1.22% | 12q | HELD |
| Boston Standard Wealth Management, LLC | $3.3M | 149,955 | 0.48% | 30q | +11.8%+$348.3K |
| XY Planning Network, Inc. | $3.2M | 143,312 | 0.40% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $3.2M | 143,046 | 0.03% | 21q | -16.4%-$618.9K |
| PARK AVENUE SECURITIES LLC | $3.0M | 134,567 | 0.02% | 22q | +6.2%+$172.9K |
| Beacon Pointe Advisors, LLC | $2.8M | 127,066 | 0.01% | 3q | +13.8%+$341.7K |
| Evolution Advisers, Inc. | $2.8M | 125,902 | 1.02% | 19q | -1.0%-$28.4K |
| RETIREMENT CAPITAL STRATEGIES | $2.8M | 125,258 | 0.96% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $2.5M | 115,102 | 0.00% | 17q | -8.8%-$246.7K |
| UBS Group AG | $2.5M | 114,583 | 0.00% | 31q | -6.6%-$180.6K |
| ROYAL BANK OF CANADA | $2.5M | 111,560 | 0.00% | 31q | -16.3%-$481.5K |
| Silver Oak Advisory Group, Inc. | $2.3M | 101,739 | 0.89% | 18q | HELD |
| MAYPORT, LLC | $2.1M | 94,104 | 0.32% | 11q | HELD |
| Olde Wealth Management, LLC | $2.0M | 89,440 | 0.56% | 14q | -3.2%-$64.5K |
| UMB Bank, n.a. | $1.9M | 87,833 | 0.02% | 31q | -0.9%-$17.9K |
| HighTower Advisors, LLC | $1.7M | 75,742 | 0.00% | 12q | +10.9%+$164.4K |
| MML INVESTORS SERVICES, LLC | $1.6M | 71,710 | 0.00% | 3q | +7.1%+$105.9K |
| CITIGROUP INC | $1.5M | 68,207 | 0.00% | 6q | +20.2%+$253.4K |
| Rockefeller Capital Management L.P. | $1.5M | 66,242 | 0.00% | 7q | -16.1%-$281.9K |
| Cetera Investment Advisers | $1.3M | 59,927 | 0.00% | 10q | HELD |
| A&I FINANCIAL SERVICES, LLC | $1.2M | 55,431 | 0.53% | 7q | -4.6%-$58.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.2M | 54,996 | 0.02% | 5q | -50.4%-$1.2M |
| CITADEL ADVISORS LLC | $1.1M | 51,664 | 0.00% | 8q | +8.4%+$88.5K |
| Creative Planning | $1.0M | 46,058 | 0.00% | 12q | +0.7%+$7.0K |
| NewEdge Advisors, LLC | $979.5K | 44,251 | 0.00% | 3q | +38.5%+$272.2K |
| Wealthfront Advisers LLC | $979.2K | 44,238 | 0.00% | 19q | +1.7%+$16.4K |
| OneDigital Investment Advisors LLC | $946.2K | 42,748 | 0.01% | 11q | +1.5%+$13.8K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $938.1K | 42,379 | 0.06% | 21q | -1.1%-$10.2K |
| Private Advisor Group, LLC | $868.9K | 39,255 | 0.00% | new | NEW |
| US BANCORP \DE\ | $847.4K | 38,284 | 0.00% | 23q | +1.1%+$9.6K |
| OSAIC HOLDINGS, INC. | $827.1K | 37,363 | 0.00% | 26q | +89.5%+$390.7K |
| D.A. DAVIDSON & CO. | $803.3K | 36,291 | 0.00% | 22q | +0.5%+$4.4K |
| Atria Investments, Inc | $761.9K | 34,419 | 0.01% | 5q | -19.8%-$188.4K |
| BayBridge Capital Group, LLC | $749.0K | 33,836 | 0.39% | 11q | +9.1%+$62.5K |
| WNY Asset Management, LLC | $744.9K | 33,651 | 0.07% | 2q | +0.9%+$6.7K |
| Allworth Financial LP | $727.0K | 32,844 | 0.00% | 20q | -4.6%-$35.2K |
| GOLDMAN SACHS GROUP INC | $723.1K | 32,669 | 0.00% | 2q | -49.2%-$701.6K |
| Wealthcare Advisory Partners LLC | $719.4K | 32,499 | 0.01% | 18q | +34.1%+$182.8K |
| MISSION WEALTH MANAGEMENT, LP | $709.7K | 32,062 | 0.01% | 31q | +22.0%+$127.9K |
| Kelman-Lazarov, Inc. | $706.5K | 31,920 | 0.09% | 22q | +2.4%+$16.8K |
| Integrated Advisors Network LLC | $668.8K | 30,214 | 0.03% | 6q | -4.5%-$31.2K |
| Townsend Financial Planning, LLC | $646.7K | 29,214 | 0.56% | 3q | -1.0%-$6.2K |
| SageView Advisory Group, LLC | $583.8K | 26,374 | 0.02% | 9q | -26.4%-$209.8K |
| STIFEL FINANCIAL CORP | $563.0K | 25,436 | 0.00% | 4q | +2.1%+$11.7K |
| Gerber Kawasaki Wealth & Investment Management | $535.0K | 24,170 | 0.01% | 9q | +7.3%+$36.3K |
| RAYMOND JAMES FINANCIAL INC | $534.2K | 24,134 | 0.00% | 7q | -8.8%-$51.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $507.8K | 22,942 | 0.00% | 27q | -15.4%-$92.1K |
| Walkner Condon Financial Advisors LLC | $476.6K | 21,530 | 0.05% | 18q | +2.4%+$11.2K |
| EVOLVE PRIVATE WEALTH, LLC | $463.0K | 20,915 | 0.03% | 3q | +8.5%+$36.1K |
| Avantax Planning Partners, Inc. | $441.4K | 19,941 | 0.01% | 30q | +2.8%+$12.0K |
| Canal Capital Management, LLC | $441.2K | 19,934 | 0.05% | 13q | +42.3%+$131.2K |
| Sound View Wealth Advisors Group, LLC | $437.2K | 19,753 | 0.03% | 8q | -3.2%-$14.4K |
| Orion Porfolio Solutions, LLC | $434.0K | 19,609 | 0.00% | 2q | +12.6%+$48.5K |
| Sanctuary Advisors, LLC | $430.3K | 19,440 | 0.00% | 4q | +41.1%+$125.4K |
| Etesian Wealth Advisors, Inc. | $410.6K | 18,549 | 0.12% | 7q | +6.2%+$23.9K |
| JGP Wealth Management, LLC | $389.2K | 17,581 | 0.03% | 3q | +16.1%+$53.9K |
| Lifelong Wealth Advisors, Inc. | $386.0K | 17,438 | 0.09% | 7q | -4.6%-$18.6K |
| NATURAL INVESTMENTS, LLC | $338.0K | 15,300 | 0.07% | 3q | HELD |
| SGL Investment Advisors, Inc. | $332.3K | 15,276 | 0.11% | 6q | +4.4%+$14.1K |
| Parallel Advisors, LLC | $328.7K | 14,850 | 0.01% | 5q | HELD |
| Valtinson Bruner Financial Planning LLC | $294.8K | 13,319 | 0.07% | new | NEW |
| Cherry Tree Wealth Management, LLC | $288.4K | 13,028 | 0.05% | 13q | +29.0%+$64.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $272.2K | 12,403 | 0.00% | 12q | HELD |
| Aaron Wealth Advisors LLC | $265.7K | 12,003 | 0.01% | 11q | HELD |
| Legacy Financial Group LLC | $263.6K | 11,910 | 0.03% | 10q | -43.0%-$199.3K |
| McAdam, LLC | $261.5K | 11,813 | 0.01% | 3q | +23.3%+$49.4K |
| Triad Wealth Partners, LLC | $258.9K | 11,901 | 0.02% | new | NEW |
| Avior Wealth Management, LLC | $248.1K | 11,206 | 0.01% | 10q | +1.0%+$2.5K |
| BRIGHTON JONES LLC | $243.3K | 10,994 | 0.00% | 2q | +6.0%+$13.8K |
| Johnson Financial Group, LLC | $236.4K | 10,682 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $230.1K | 10,394 | 0.00% | 10q | -73.9%-$652.4K |
| Clearview Wealth Management LLC | $222.4K | 10,047 | 0.14% | 2q | HELD |
| Sensenig Capital Advisors, Inc | $218.3K | 9,861 | 0.20% | 3q | -1.5%-$3.3K |
| TCFG Investment Advisors, LLC | $213.6K | 9,680 | 0.07% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $213.3K | 9,635 | 0.00% | 29q | HELD |
| Wealth Enhancement Trust Services, Inc. | $212.8K | 9,613 | 0.02% | 3q | HELD |
| First Pacific Financial | $185.0K | 8,360 | 0.02% | 13q | -99.3%-$27.5M |
| Millstone Evans Group, LLC | $179.2K | 8,097 | 0.10% | 7q | HELD |
| Ameritas Investment Partners, Inc. | $167.8K | 7,580 | 0.00% | 15q | -1.3%-$2.2K |
| Rossby Financial, LCC | $145.0K | 6,550 | 0.03% | 7q | HELD |
| IAG Wealth Partners, LLC | $119.1K | 5,380 | 0.01% | 27q | -10.9%-$14.6K |
| MJT & Associates Financial Advisory Group, Inc. | $85.3K | 3,852 | 0.06% | 6q | +22.7%+$15.8K |
| Financial Gravity Companies, Inc. | $82.3K | 3,720 | 0.01% | 4q | +1.3%+$1.0K |
| Birchwood Financial Partners, Inc. | $80.0K | 3,612 | 0.07% | 3q | HELD |
Showing the largest 100 of 123 reported holders.
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 | 43 | $46.5M | 2,195,131 | 7 | 20 | 8 | 0.0% |
| Q2 2026 | 123 | $330.4M | 14,927,184 | 9 | 50 | 34 | 0.0% |
| Q1 2026 | 129 | $335.3M | 15,095,316 | 11 | 55 | 26 | 0.0% |
| Q4 2025 | 125 | $321.2M | 14,367,045 | 14 | 49 | 25 | 0.0% |
| Q3 2025 | 113 | $284.7M | 12,680,136 | 7 | 45 | 33 | 0.0% |
| Q2 2025 | 113 | $276.4M | 12,416,522 | 6 | 33 | 47 | 0.0% |
| Q1 2025 | 114 | $277.1M | 12,491,879 | 6 | 42 | 40 | 0.0% |
| Q4 2024 | 117 | $1.1B | 50,343,349 | 14 | 47 | 26 | 0.0% |
| Q3 2024 | 104 | $275.6M | 12,140,705 | 9 | 37 | 29 | 0.0% |
| Q2 2024 | 102 | $226.3M | 10,371,527 | 7 | 38 | 40 | 0.0% |
| Q1 2024 | 105 | $254.3M | 11,578,920 | 13 | 49 | 19 | 0.0% |
| Q4 2023 | 96 | $215.3M | 9,676,439 | 10 | 37 | 32 | 0.0% |
| Q3 2023 | 90 | $915.1M | 43,328,974 | 12 | 35 | 24 | 0.0% |
| Q2 2023 | 87 | $168.4M | 7,660,463 | 5 | 42 | 20 | 0.0% |
| Q1 2023 | 91 | $166.4M | 7,443,538 | 14 | 43 | 17 | 0.0% |
| Q4 2022 | 80 | $155.7M | 7,150,956 | 10 | 25 | 27 | 0.0% |
| Q3 2022 | 80 | $2.2B | 102,896,503 | 6 | 32 | 23 | 0.0% |
| Q2 2022 | 85 | $2.3B | 99,586,299 | 11 | 24 | 31 | 0.0% |
| Q1 2022 | 78 | $4.5B | 184,267,378 | 6 | 37 | 24 | 0.0% |
| Q4 2021 | 77 | $2.8B | 108,845,945 | 7 | 37 | 11 | 0.0% |
| Q3 2021 | 70 | $2.9B | 113,341,205 | 9 | 37 | 9 | 0.0% |
| Q2 2021 | 66 | $2.9B | 111,507,418 | 8 | 35 | 10 | 0.0% |
| Q1 2021 | 67 | $2.5B | 95,122,821 | 14 | 29 | 9 | 0.0% |
| Q4 2020 | 52 | $1.7B | 61,821,305 | 9 | 24 | 6 | 0.0% |
| Q3 2020 | 46 | $1.4B | 53,498,557 | 3 | 23 | 8 | 0.0% |
| Q2 2020 | 51 | $1.4B | 52,630,052 | 6 | 23 | 12 | 0.0% |
| Q1 2020 | 51 | $54.1M | 2,287,150 | 9 | 26 | 9 | 0.0% |
| Q4 2019 | 43 | $1.4B | 53,706,166 | 8 | 22 | 4 | 0.0% |
| Q3 2019 | 35 | $1.4B | 52,855,564 | 7 | 19 | 2 | 0.0% |
| Q2 2019 | 30 | $1.3B | 51,105,358 | 5 | 13 | 3 | 0.0% |
| Q1 2019 | 30 | $907.6M | 36,740,431 | 6 | 11 | 5 | 0.0% |
| Q4 2018 | 27 | $37.1M | 1,528,494 | 0 | 1 | 0 | 0.0% |