DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUDM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
155
Reporting holders
$570.7M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $87.0M | 2,172,754 | 0.30% | 2q | +0.5%+$453.2K |
| Wealthfront Advisers LLC | $65.9M | 1,646,694 | 0.13% | 20q | +0.6%+$363.2K |
| ROYAL BANK OF CANADA | $52.9M | 1,321,818 | 0.01% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $37.9M | 948,024 | 0.04% | 30q | +97.5%+$18.7M |
| ENVESTNET ASSET MANAGEMENT INC | $34.3M | 857,223 | 0.01% | 26q | +6.3%+$2.0M |
| MORGAN STANLEY | $33.6M | 840,715 | 0.00% | 19q | +3.8%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $31.6M | 789,067 | 0.00% | 31q | +9.6%+$2.8M |
| WCG Wealth Advisors LLC | $16.6M | 415,013 | 0.39% | 17q | +11.1%+$1.7M |
| MISSION WEALTH MANAGEMENT, LP | $12.0M | 299,935 | 0.15% | 23q | +26.3%+$2.5M |
| Ameritas Advisory Services, LLC | $11.0M | 274,056 | 0.22% | 7q | +67.3%+$4.4M |
| UBS Group AG | $10.9M | 271,289 | 0.00% | 31q | +90.7%+$5.2M |
| PFG Investments, LLC | $10.1M | 253,459 | 0.39% | 10q | +2.7%+$270.7K |
| Evolution Advisers, Inc. | $8.3M | 208,235 | 3.06% | 19q | HELD |
| LPL Financial LLC | $7.9M | 197,291 | 0.00% | 31q | +4.8%+$362.3K |
| Clarity Asset Management, Inc. | $7.0M | 176,041 | 3.45% | 5q | -38.5%-$4.4M |
| Thrivent Financial for Lutherans | $6.1M | 152,168 | 0.01% | 24q | +2.6%+$154.4K |
| Advisory Services Network, LLC | $5.5M | 136,853 | 0.06% | 19q | +3.7%+$195.6K |
| 3EDGE Asset Management, LP | $5.4M | 135,264 | 0.24% | 7q | +105.0%+$2.8M |
| Cetera Investment Advisers | $5.1M | 127,555 | 0.00% | 23q | +2.2%+$110.3K |
| ASSETMARK, INC | $5.1M | 127,349 | 0.01% | 17q | +0.8%+$39.5K |
| EP Wealth Advisors, LLC | $4.9M | 122,362 | 0.02% | 3q | -4.9%-$254.6K |
| Allodium Investment Consultants, LLC | $4.8M | 119,655 | 2.03% | 7q | +5.0%+$225.9K |
| Brio Consultants, LLC | $4.2M | 104,411 | 0.49% | 31q | +0.8%+$35.2K |
| Cerity Partners OCIO LLC | $4.1M | 102,152 | 0.21% | 6q | -34.0%-$2.1M |
| Johnson Financial Group, Inc. | $4.1M | 101,519 | 0.13% | 3q | +0.7%+$30.1K |
| FLOW TRADERS U.S. LLC | $4.0M | 100,862 | 0.17% | new | NEW |
| Creative Planning | $4.0M | 100,344 | 0.00% | 16q | +2.9%+$113.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.6M | 90,069 | 0.04% | 22q | HELD |
| UMB Bank, n.a. | $3.5M | 88,705 | 0.04% | 31q | -1.8%-$65.5K |
| Vestmark Advisory Solutions, Inc. | $3.3M | 81,591 | 0.03% | 21q | -15.1%-$581.7K |
| Clarity Wealth Development LLC | $2.7M | 66,412 | 1.48% | 7q | -40.2%-$1.8M |
| NewEdge Advisors, LLC | $2.4M | 59,488 | 0.01% | 15q | -5.9%-$149.0K |
| &PARTNERS | $2.2M | 55,689 | 0.01% | 5q | +11.7%+$233.2K |
| Bond & Devick Financial Network, Inc. | $2.2M | 55,553 | 0.55% | 15q | +0.6%+$13.2K |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 55,532 | 0.00% | 7q | +25.5%+$451.7K |
| OSAIC HOLDINGS, INC. | $2.2M | 54,413 | 0.00% | 26q | +20.1%+$364.9K |
| Cerity Partners Retirement Plan Advisors LLC | $2.1M | 53,941 | 0.90% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.9M | 47,788 | 0.00% | 2q | +29.6%+$437.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 44,930 | 0.00% | 27q | -1.5%-$28.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.8M | 44,930 | 0.03% | 17q | HELD |
| HighTower Advisors, LLC | $1.7M | 43,341 | 0.00% | 31q | HELD |
| NATURAL INVESTMENTS, LLC | $1.7M | 43,327 | 0.38% | 3q | +63.6%+$673.5K |
| Colorado Capital Management, Inc. | $1.6M | 40,106 | 0.55% | 9q | +4.2%+$64.4K |
| McNamara Financial Services, Inc. | $1.6M | 38,802 | 0.27% | 21q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.5M | 38,476 | 0.03% | 22q | HELD |
| Ledyard National Bank | $1.5M | 38,275 | 0.12% | 9q | -1.8%-$28.0K |
| CGN Advisors LLC | $1.5M | 37,677 | 0.11% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $1.5M | 36,920 | 0.00% | 14q | +4.8%+$67.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 34,365 | 0.03% | 7q | HELD |
| Vontobel Holding Ltd. | $1.3M | 32,983 | 0.00% | 7q | -1.4%-$18.6K |
| NORTHERN TRUST CORP | $1.3M | 32,287 | 0.00% | 10q | -10.6%-$152.7K |
| WHITTIER TRUST CO | $1.2M | 30,769 | 0.01% | 26q | HELD |
| Perennial Investment Advisors, LLC | $1.2M | 30,886 | 0.08% | 3q | +28.4%+$273.5K |
| Trust Co | $1.2M | 29,952 | 0.11% | 18q | -4.9%-$61.8K |
| CX Institutional | $1.2M | 28,923 | 0.03% | 31q | +11.8%+$122.4K |
| Prism Advisors, Inc. | $1.1M | 28,480 | 0.28% | 12q | -4.3%-$51.7K |
| SGL Investment Advisors, Inc. | $1.1M | 27,064 | 0.39% | 8q | +0.6%+$6.5K |
| TFC Financial Management, Inc. | $1.1M | 26,551 | 0.12% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $997.6K | 24,926 | 0.01% | 7q | -6.4%-$67.7K |
| Orion Porfolio Solutions, LLC | $995.9K | 24,886 | 0.01% | 6q | +67.0%+$399.4K |
| Wescott Financial Advisory Group, LLC | $978.1K | 24,440 | 0.08% | 19q | HELD |
| Napier Financial, LLC | $907.5K | 22,676 | 0.19% | 3q | +0.7%+$6.3K |
| Mariner, LLC | $882.9K | 22,062 | 0.00% | 10q | -70.2%-$2.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $854.1K | 21,341 | 0.00% | 17q | +3.6%+$29.9K |
| Sound Stewardship, LLC | $802.6K | 20,056 | 0.33% | 15q | -1.5%-$12.1K |
| STIFEL FINANCIAL CORP | $788.6K | 19,706 | 0.00% | 8q | -1.6%-$13.0K |
| Dynamic Advisor Solutions LLC | $771.7K | 19,282 | 0.02% | 3q | +7.7%+$55.0K |
| PNC Financial Services Group, Inc. | $735.3K | 18,372 | 0.00% | 21q | +2.7%+$19.3K |
| Argyle Capital Partners, LLC | $699.6K | 17,481 | 0.44% | 5q | +42.8%+$209.7K |
| Mayflower Financial Advisors, LLC | $667.9K | 16,689 | 0.06% | 9q | +37.2%+$181.0K |
| TIAA TRUST, NATIONAL ASSOCIATION | $623.9K | 15,590 | 0.04% | 12q | HELD |
| Equitable Holdings, Inc. | $620.8K | 15,513 | 0.00% | 8q | +5.9%+$34.6K |
| Tolleson Wealth Management, Inc. | $579.5K | 14,479 | 0.08% | 15q | -37.0%-$340.2K |
| Towerpoint Wealth, LLC | $558.2K | 13,948 | 0.19% | 6q | HELD |
| Wealth Architects, LLC | $530.1K | 13,246 | 0.04% | 20q | HELD |
| Relyea Zuckerberg Hanson LLC | $521.1K | 13,022 | 0.04% | 7q | HELD |
| Walkner Condon Financial Advisors LLC | $520.1K | 12,997 | 0.06% | 18q | -0.5%-$2.8K |
| One Capital Management, LLC | $511.4K | 14,161 | 0.01% | 3q | HELD |
| Avantax Planning Partners, Inc. | $510.6K | 12,758 | 0.01% | 30q | -3.7%-$19.4K |
| BURNS J W & CO INC/NY | $500.2K | 12,500 | 0.05% | 2q | +13.6%+$60.0K |
| Sand Hill Global Advisors, LLC | $479.0K | 11,970 | 0.01% | 16q | HELD |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $467.3K | 11,677 | 0.07% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $445.4K | 11,129 | 0.00% | 13q | HELD |
| Rossby Financial, LCC | $444.6K | 11,111 | 0.08% | 7q | -1.0%-$4.3K |
| CITADEL ADVISORS LLC | $437.5K | 10,932 | 0.00% | new | NEW |
| Maia Wealth LLC | $430.1K | 10,747 | 0.06% | 10q | -2.8%-$12.5K |
| Leverty Financial Group, LLC | $413.1K | 10,323 | 0.08% | 9q | HELD |
| Ashton Thomas Private Wealth, LLC | $407.4K | 10,179 | 0.01% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $385.8K | 9,639 | 0.00% | new | NEW |
| Columbia River Financial Group, LLC | $380.0K | 9,504 | 0.20% | 7q | HELD |
| Keener Financial Planning LLC | $378.0K | 9,451 | 0.14% | 11q | HELD |
| US BANCORP \DE\ | $361.0K | 9,021 | 0.00% | 23q | +4.3%+$15.0K |
| D.A. DAVIDSON & CO. | $354.9K | 8,868 | 0.00% | 22q | HELD |
| Continuum Advisory, LLC | $344.7K | 8,614 | 0.03% | 10q | +2.9%+$9.7K |
| Corundum Group, Inc. | $338.4K | 8,456 | 0.10% | 10q | +0.7%+$2.4K |
| Clearview Wealth Management LLC | $331.4K | 8,280 | 0.21% | 2q | -1.5%-$5.0K |
| Triad Wealth Partners, LLC | $327.6K | 8,078 | 0.02% | 4q | +34.5%+$84.0K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $322.0K | 8,047 | 0.09% | 10q | -12.3%-$45.2K |
| Steward Partners Investment Advisory, LLC | $321.5K | 8,034 | 0.00% | 25q | HELD |
| Corient Private Wealth LP | $308.6K | 7,710 | 0.00% | 7q | HELD |
Showing the largest 100 of 155 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 | 54 | $55.3M | 1,393,387 | 7 | 12 | 15 | 0.0% |
| Q2 2026 | 155 | $570.7M | 14,261,009 | 13 | 55 | 34 | 0.0% |
| Q1 2026 | 150 | $485.9M | 13,447,905 | 6 | 59 | 37 | 0.0% |
| Q4 2025 | 150 | $465.2M | 12,843,163 | 20 | 61 | 40 | 0.0% |
| Q3 2025 | 135 | $451.0M | 11,983,012 | 10 | 40 | 41 | 0.0% |
| Q2 2025 | 129 | $500.5M | 14,106,347 | 7 | 37 | 45 | 0.0% |
| Q1 2025 | 129 | $390.3M | 12,249,224 | 13 | 40 | 51 | 0.0% |
| Q4 2024 | 121 | $717.4M | 23,846,978 | 14 | 52 | 22 | 0.0% |
| Q3 2024 | 113 | $369.1M | 10,971,990 | 10 | 42 | 28 | 0.0% |
| Q2 2024 | 108 | $332.6M | 10,684,007 | 11 | 35 | 28 | 0.0% |
| Q1 2024 | 106 | $348.7M | 11,220,697 | 14 | 43 | 26 | 0.0% |
| Q4 2023 | 98 | $305.1M | 10,375,184 | 5 | 37 | 23 | 0.0% |
| Q3 2023 | 96 | $639.8M | 23,402,134 | 7 | 37 | 25 | 0.0% |
| Q2 2023 | 95 | $278.4M | 9,613,610 | 7 | 34 | 27 | 0.0% |
| Q1 2023 | 97 | $278.4M | 9,899,387 | 15 | 34 | 32 | 0.0% |
| Q4 2022 | 86 | $233.5M | 9,051,161 | 20 | 34 | 26 | 0.0% |
| Q3 2022 | 74 | $358.2M | 16,037,514 | 9 | 33 | 21 | 0.0% |
| Q2 2022 | 71 | $405.1M | 16,042,825 | 11 | 33 | 17 | 0.0% |
| Q1 2022 | 62 | $1.0B | 34,856,433 | 4 | 40 | 10 | 0.0% |
| Q4 2021 | 63 | $348.9M | 11,256,277 | 11 | 31 | 8 | 0.0% |
| Q3 2021 | 52 | $313.3M | 9,996,085 | 3 | 31 | 6 | 0.0% |
| Q2 2021 | 52 | $337.2M | 10,679,155 | 9 | 28 | 7 | 0.0% |
| Q1 2021 | 46 | $569.4M | 18,828,160 | 7 | 26 | 6 | 0.0% |
| Q4 2020 | 42 | $524.7M | 17,949,398 | 8 | 18 | 10 | 0.0% |
| Q3 2020 | 35 | $33.4M | 1,311,011 | 3 | 15 | 8 | 0.0% |
| Q2 2020 | 35 | $30.1M | 1,243,115 | 6 | 11 | 11 | 0.0% |
| Q1 2020 | 33 | $23.2M | 1,105,208 | 6 | 19 | 4 | 0.0% |
| Q4 2019 | 29 | $42.2M | 1,565,630 | 3 | 13 | 2 | 0.0% |
| Q3 2019 | 24 | $51.5M | 1,994,194 | 4 | 12 | 5 | 0.0% |
| Q2 2019 | 21 | $47.4M | 1,841,118 | 2 | 12 | 2 | 0.0% |
| Q1 2019 | 23 | $44.5M | 1,833,321 | 4 | 8 | 6 | 0.0% |
| Q4 2018 | 20 | $46.0M | 2,052,107 | 0 | 0 | 1 | 0.0% |