DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUEM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
120
Reporting holders
$302.9M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 | $45.6M | 1,073,878 | 0.16% | 2q | -0.9%-$432.7K |
| Wealthfront Advisers LLC | $37.9M | 892,927 | 0.07% | 20q | HELD |
| Abacus Wealth Partners, LLC | $26.5M | 624,064 | 2.78% | 23q | +2.7%+$687.3K |
| MORGAN STANLEY | $18.8M | 443,927 | 0.00% | 22q | +0.9%+$175.3K |
| Cambridge Investment Research Advisors, Inc. | $15.6M | 367,528 | 0.02% | 27q | +101.7%+$7.9M |
| ENVESTNET ASSET MANAGEMENT INC | $15.5M | 364,940 | 0.00% | 27q | +6.1%+$892.3K |
| TFC Financial Management, Inc. | $12.4M | 292,478 | 1.38% | 12q | HELD |
| Cerity Partners OCIO LLC | $12.4M | 292,166 | 0.63% | 6q | +21.8%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $11.7M | 276,827 | 0.00% | 31q | +6.3%+$701.2K |
| Colorado Capital Management, Inc. | $10.4M | 244,578 | 3.54% | 15q | +1.5%+$151.5K |
| LPL Financial LLC | $8.9M | 210,663 | 0.00% | 31q | -3.7%-$346.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.9M | 165,212 | 0.01% | 17q | +4.1%+$269.0K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $4.5M | 106,954 | 0.06% | 5q | -48.3%-$4.2M |
| Cetera Investment Advisers | $4.4M | 102,623 | 0.00% | 11q | +1.7%+$72.6K |
| MISSION WEALTH MANAGEMENT, LP | $3.9M | 91,564 | 0.05% | 18q | -3.8%-$155.3K |
| UBS Group AG | $3.8M | 88,552 | 0.00% | 31q | +5.4%+$191.3K |
| JANE STREET GROUP, LLC | $3.5M | 82,237 | 0.00% | new | NEW |
| Allodium Investment Consultants, LLC | $3.4M | 80,896 | 1.46% | 7q | +0.5%+$18.3K |
| Evolution Advisers, Inc. | $3.0M | 71,718 | 1.12% | 19q | +1.0%+$30.7K |
| Creative Planning | $2.4M | 57,115 | 0.00% | 20q | -1.2%-$30.1K |
| Corient Private Wealth LP | $2.4M | 56,185 | 0.00% | 7q | -8.4%-$217.7K |
| ASSETMARK, INC | $2.3M | 55,059 | 0.00% | 17q | +0.7%+$16.2K |
| Pioneer Wealth Management Group | $2.3M | 53,861 | 0.55% | 14q | +3.4%+$75.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 51,184 | 0.00% | 27q | +12.6%+$243.9K |
| CGC Financial Services, LLC | $2.0M | 46,712 | 0.45% | 5q | -4.3%-$90.1K |
| Clarity Wealth Development LLC | $1.6M | 36,973 | 0.87% | 7q | -36.3%-$892.3K |
| OLD MISSION CAPITAL LLC | $1.6M | 36,884 | 0.02% | 2q | -28.7%-$629.0K |
| Vestmark Advisory Solutions, Inc. | $1.5M | 36,346 | 0.01% | 21q | -15.2%-$276.1K |
| Tolleson Wealth Management, Inc. | $1.4M | 34,096 | 0.20% | 19q | -42.8%-$1.1M |
| Westfuller Advisors, LLC | $1.3M | 31,661 | 0.49% | 9q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 29,497 | 0.00% | 7q | -5.4%-$72.1K |
| JPMORGAN CHASE & CO | $1.2M | 29,795 | 0.00% | 15q | -12.4%-$176.7K |
| Orion Porfolio Solutions, LLC | $1.2M | 28,954 | 0.01% | 10q | -5.9%-$77.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 28,507 | 0.00% | 26q | +6.3%+$71.4K |
| CHOREO, LLC | $1.2M | 27,940 | 0.01% | 14q | HELD |
| Cascade Financial Partners, LLC | $1.1M | 25,000 | 0.09% | 10q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.0M | 24,250 | 0.00% | 6q | +5.1%+$49.7K |
| &PARTNERS | $972.2K | 22,910 | 0.00% | 3q | +3.0%+$28.6K |
| HM PAYSON & CO | $950.9K | 22,407 | 0.01% | 3q | +10.9%+$93.5K |
| WHITTIER TRUST CO | $929.6K | 22,244 | 0.01% | 26q | HELD |
| RMG Wealth Management LLC | $864.3K | 25,288 | 0.09% | new | NEW |
| Concurrent Investment Advisors, LLC | $860.6K | 20,280 | 0.01% | 9q | -3.6%-$31.7K |
| GREENUP STREET WEALTH MANAGEMENT LLC | $846.6K | 19,951 | 0.10% | 13q | +26.0%+$174.6K |
| McNamara Financial Services, Inc. | $844.9K | 19,910 | 0.15% | 24q | HELD |
| Cerity Partners Retirement Plan Advisors LLC | $816.4K | 19,239 | 0.34% | 2q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $775.2K | 18,267 | 0.05% | 12q | -3.3%-$26.2K |
| Vontobel Holding Ltd. | $729.2K | 17,183 | 0.00% | 3q | -1.5%-$10.9K |
| NATURAL INVESTMENTS, LLC | $707.0K | 16,662 | 0.16% | 3q | +57.1%+$256.9K |
| Thrivent Financial for Lutherans | $669.0K | 15,772 | 0.00% | 3q | HELD |
| Equitable Holdings, Inc. | $586.6K | 13,822 | 0.00% | 6q | -9.4%-$60.6K |
| ROYAL BANK OF CANADA | $524.0K | 12,343 | 0.00% | 31q | +36.9%+$141.1K |
| STIFEL FINANCIAL CORP | $481.6K | 11,349 | 0.00% | 5q | +21.1%+$84.0K |
| First Pacific Financial | $478.9K | 11,285 | 0.06% | 15q | -2.1%-$10.4K |
| CGN Advisors LLC | $474.1K | 11,173 | 0.03% | 9q | -1.3%-$6.4K |
| NewEdge Advisors, LLC | $459.2K | 10,820 | 0.00% | 15q | HELD |
| Modera Wealth Management, LLC | $446.7K | 10,526 | 0.00% | 13q | HELD |
| Davis Wealth Advisors, LLC | $436.2K | 10,280 | 0.34% | 6q | -3.2%-$14.3K |
| EP Wealth Advisors, LLC | $433.6K | 10,218 | 0.00% | 3q | -9.2%-$44.0K |
| RVW Wealth, LLC | $417.4K | 9,835 | 0.03% | 15q | HELD |
| Heck Capital Advisors, LLC | $414.6K | 9,769 | 0.02% | 15q | -2.5%-$10.7K |
| ASPIRIANT, LLC | $408.3K | 9,622 | 0.01% | 9q | HELD |
| Carson Advisory Inc. | $333.6K | 7,861 | 0.15% | 14q | HELD |
| PFG Investments, LLC | $323.2K | 7,616 | 0.01% | new | NEW |
| MSH Capital Advisors LLC | $320.4K | 7,550 | 0.06% | 11q | HELD |
| UMB Bank, n.a. | $319.8K | 7,537 | 0.00% | 31q | HELD |
| Prime Capital Investment Advisors, LLC | $315.3K | 7,430 | 0.00% | 14q | -4.4%-$14.4K |
| Brooklyn FI, LLC | $313.6K | 7,723 | 0.06% | 11q | HELD |
| CITADEL ADVISORS LLC | $313.4K | 7,386 | 0.00% | new | NEW |
| Greykasell Wealth Strategies, Inc. | $311.9K | 7,351 | 0.11% | 7q | HELD |
| Bond & Devick Financial Network, Inc. | $308.5K | 7,269 | 0.08% | 5q | -6.2%-$20.5K |
| Stratos Wealth Partners, LTD. | $302.0K | 7,115 | 0.00% | 11q | -22.9%-$89.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $300.6K | 7,083 | 0.00% | new | NEW |
| FMR LLC | $290.8K | 6,853 | 0.00% | 12q | +75.9%+$125.4K |
| Sound Stewardship, LLC | $284.4K | 6,702 | 0.12% | 5q | HELD |
| Continuum Advisory, LLC | $270.2K | 6,366 | 0.02% | 10q | -3.8%-$10.6K |
| AMERIPRISE FINANCIAL INC | $266.8K | 6,286 | 0.00% | 2q | -6.2%-$17.7K |
| Vise Technologies, Inc. | $264.0K | 6,221 | 0.00% | new | NEW |
| DAVENPORT & Co LLC | $262.8K | 6,192 | 0.00% | 8q | -22.2%-$74.9K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $249.7K | 6,073 | 0.22% | 3q | HELD |
| Revisor Wealth Management LLC | $249.1K | 5,869 | 0.06% | 4q | HELD |
| Integrated Wealth Concepts LLC | $241.5K | 5,692 | 0.00% | 2q | -3.5%-$8.7K |
| Walkner Condon Financial Advisors LLC | $237.0K | 5,584 | 0.03% | 18q | -4.7%-$11.7K |
| Emergent Wealth Advisors, LLC | $234.6K | 5,529 | 0.12% | 4q | HELD |
| Betterment LLC | $232.0K | 5,455 | 0.00% | 4q | -8.2%-$20.8K |
| CX Institutional | $232.0K | 5,475 | 0.01% | 6q | HELD |
| OneDigital Investment Advisors LLC | $217.4K | 5,123 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $209.7K | 4,942 | 0.00% | new | NEW |
| Maia Wealth LLC | $200.1K | 4,716 | 0.03% | new | NEW |
| Rossby Financial, LCC | $191.0K | 4,502 | 0.03% | 6q | HELD |
| US BANCORP \DE\ | $186.6K | 4,398 | 0.00% | 23q | +2.8%+$5.1K |
| Allworth Financial LP | $158.5K | 3,734 | 0.00% | 17q | +49.2%+$52.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $120.6K | 2,843 | 0.00% | 6q | +844.5%+$107.9K |
| Farther Finance Advisors, LLC | $83.3K | 1,963 | 0.00% | 11q | -4.2%-$3.6K |
| Bear Mountain Capital, Inc. | $71.7K | 1,755 | 0.02% | 11q | HELD |
| Ashton Thomas Private Wealth, LLC | $69.9K | 1,647 | 0.00% | 2q | +193.1%+$46.0K |
| Covestor Ltd | $61.0K | 1,440 | 0.04% | 15q | -1.6%-$1.0K |
| Smartleaf Asset Management LLC | $57.3K | 1,370 | 0.00% | 3q | HELD |
| Orion Capital Management LLC | $54.0K | 1,272 | 0.02% | 7q | +1.2% |
| Golden State Wealth Management, LLC | $53.4K | 1,258 | 0.00% | 7q | -11.4%-$6.9K |
| CoreCap Advisors, LLC | $52.8K | 1,245 | 0.00% | 10q | HELD |
Showing the largest 100 of 120 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 | 36 | $54.4M | 1,281,072 | 4 | 6 | 12 | 0.0% |
| Q2 2026 | 120 | $302.9M | 7,146,025 | 12 | 33 | 35 | 0.0% |
| Q1 2026 | 122 | $255.6M | 6,960,725 | 9 | 35 | 33 | 0.0% |
| Q4 2025 | 118 | $238.9M | 6,705,033 | 17 | 33 | 33 | 0.0% |
| Q3 2025 | 110 | $243.3M | 6,812,175 | 7 | 29 | 32 | 0.0% |
| Q2 2025 | 109 | $240.0M | 7,225,180 | 13 | 29 | 34 | 0.0% |
| Q1 2025 | 102 | $234.5M | 8,016,656 | 15 | 39 | 26 | 0.0% |
| Q4 2024 | 98 | $215.4M | 7,422,222 | 10 | 32 | 22 | 0.0% |
| Q3 2024 | 96 | $221.4M | 7,135,828 | 7 | 32 | 29 | 0.0% |
| Q2 2024 | 97 | $205.5M | 7,168,617 | 12 | 33 | 26 | 0.0% |
| Q1 2024 | 95 | $196.3M | 7,146,191 | 11 | 37 | 27 | 0.0% |
| Q4 2023 | 95 | $182.2M | 6,765,942 | 11 | 38 | 28 | 0.0% |
| Q3 2023 | 91 | $302.5M | 11,537,158 | 11 | 33 | 19 | 0.0% |
| Q2 2023 | 92 | $185.5M | 6,790,673 | 10 | 27 | 25 | 0.0% |
| Q1 2023 | 89 | $178.4M | 6,644,690 | 13 | 34 | 18 | 0.0% |
| Q4 2022 | 86 | $164.0M | 6,448,109 | 27 | 28 | 19 | 0.0% |
| Q3 2022 | 63 | $15.6B | 667,980,358 | 8 | 31 | 13 | 0.0% |
| Q2 2022 | 74 | $16.2B | 594,739,322 | 15 | 28 | 16 | 0.0% |
| Q1 2022 | 61 | $17.5B | 574,336,030 | 9 | 26 | 15 | 0.0% |
| Q4 2021 | 59 | $17.1B | 528,506,459 | 7 | 32 | 5 | 0.0% |
| Q3 2021 | 52 | $14.9B | 439,973,792 | 5 | 26 | 9 | 0.0% |
| Q2 2021 | 50 | $14.5B | 391,819,298 | 7 | 26 | 7 | 0.0% |
| Q1 2021 | 49 | $11.8B | 337,234,450 | 9 | 21 | 6 | 0.0% |
| Q4 2020 | 44 | $10.8B | 322,123,242 | 10 | 17 | 7 | 0.0% |
| Q3 2020 | 37 | $56.6M | 1,998,845 | 2 | 14 | 9 | 0.0% |
| Q2 2020 | 38 | $46.6M | 1,866,540 | 5 | 11 | 10 | 0.0% |
| Q1 2020 | 37 | $38.5M | 1,839,267 | 6 | 21 | 6 | 0.0% |
| Q4 2019 | 33 | $70.2M | 2,571,101 | 7 | 10 | 4 | 0.0% |
| Q3 2019 | 23 | $51.1M | 2,051,311 | 5 | 12 | 2 | 0.0% |
| Q2 2019 | 20 | $44.3M | 1,689,463 | 4 | 11 | 1 | 0.0% |
| Q1 2019 | 18 | $42.3M | 1,616,788 | 5 | 7 | 5 | 0.0% |
| Q4 2018 | 13 | $32.9M | 1,379,206 | 0 | 0 | 0 | 0.0% |