DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUHY)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
60
Reporting holders
$79.3M
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $14.2M | 662,162 | 0.02% | 25q | +116.5%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $11.9M | 555,064 | 0.00% | 25q | +7.5%+$830.2K |
| MORGAN STANLEY | $10.2M | 477,393 | 0.00% | 20q | +4.1%+$400.2K |
| Bank of New York Mellon Corp | $7.9M | 368,530 | 0.00% | 19q | -1.5%-$124.0K |
| BANK OF AMERICA CORP /DE/ | $4.3M | 202,542 | 0.00% | 26q | +15.0%+$567.0K |
| SEI INVESTMENTS CO | $4.2M | 196,111 | 0.00% | 10q | +11.2%+$421.8K |
| LPL Financial LLC | $3.5M | 164,404 | 0.00% | 24q | HELD |
| UBS Group AG | $2.7M | 127,492 | 0.00% | 23q | +4.5%+$118.2K |
| WELLS FARGO & COMPANY/MN | $2.4M | 113,942 | 0.00% | 18q | -0.9%-$21.1K |
| Stewardship Advisors, LLC | $2.3M | 107,283 | 0.48% | 9q | -46.7%-$2.0M |
| Prime Capital Investment Advisors, LLC | $1.3M | 61,722 | 0.01% | new | NEW |
| ASSETMARK, INC | $1.3M | 61,032 | 0.00% | 17q | -11.0%-$161.9K |
| Vestmark Advisory Solutions, Inc. | $1.1M | 49,408 | 0.01% | 21q | -16.4%-$207.0K |
| MML INVESTORS SERVICES, LLC | $1.0M | 47,687 | 0.00% | 3q | HELD |
| Western Wealth Management, LLC | $902.8K | 42,119 | 0.03% | 3q | +18.8%+$142.7K |
| Olde Wealth Management, LLC | $744.0K | 34,719 | 0.21% | 14q | HELD |
| Creative Planning | $741.7K | 34,601 | 0.00% | 2q | +0.9%+$6.7K |
| SageView Advisory Group, LLC | $738.6K | 34,459 | 0.02% | 6q | HELD |
| CRUX WEALTH ADVISORS | $709.6K | 33,103 | 0.25% | 5q | +5.0%+$33.7K |
| BRIGHTON JONES LLC | $671.2K | 31,312 | 0.01% | 2q | +2.3%+$15.2K |
| NATURAL INVESTMENTS, LLC | $558.0K | 26,043 | 0.12% | 3q | +99.5%+$278.3K |
| Perigon Wealth Management, LLC | $503.7K | 23,500 | 0.01% | 7q | +5.8%+$27.5K |
| NewEdge Advisors, LLC | $496.7K | 23,171 | 0.00% | 2q | -8.4%-$45.8K |
| FLOW TRADERS U.S. LLC | $469.0K | 21,880 | 0.02% | new | NEW |
| JANE STREET GROUP, LLC | $453.7K | 21,168 | 0.00% | 7q | -55.1%-$555.8K |
| Moss Adams Wealth Advisors LLC | $382.7K | 17,854 | 0.02% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $351.7K | 16,408 | 0.00% | 7q | +5.4%+$18.0K |
| Cetera Investment Advisers | $333.7K | 15,568 | 0.00% | 3q | +33.1%+$83.0K |
| Livet Wealth, LLC | $310.6K | 14,491 | 0.18% | 3q | -8.0%-$27.1K |
| Vontobel Holding Ltd. | $291.9K | 13,618 | 0.00% | 3q | -6.9%-$21.6K |
| Legacy Financial Advisors, Inc. | $274.9K | 12,826 | 0.03% | 9q | -7.0%-$20.6K |
| US BANCORP \DE\ | $256.6K | 11,972 | 0.00% | 23q | +1.5%+$3.7K |
| Beacon Pointe Advisors, LLC | $216.6K | 10,104 | 0.00% | 3q | +6.1%+$12.4K |
| Friedenthal Financial | $192.0K | 8,956 | 0.09% | 12q | HELD |
| BLUELINE ADVISORS LLC | $184.5K | 8,607 | 0.13% | 3q | -0.6%-$1.2K |
| OSAIC HOLDINGS, INC. | $177.5K | 8,277 | 0.00% | 26q | -1.0%-$1.7K |
| 4Thought Financial Group Inc. | $123.3K | 5,754 | 0.06% | 12q | +2.8%+$3.4K |
| FIFTH THIRD BANCORP | $105.8K | 4,938 | 0.00% | 2q | HELD |
| AdvisorNet Financial, Inc | $99.9K | 4,660 | 0.00% | 25q | +196.1%+$66.1K |
| Continuum Advisory, LLC | $98.9K | 4,615 | 0.01% | new | NEW |
| Financial Gravity Companies, Inc. | $79.9K | 3,727 | 0.01% | 4q | +10.3%+$7.4K |
| Ameritas Investment Partners, Inc. | $60.4K | 2,819 | 0.00% | 15q | -4.2%-$2.7K |
| MATHER GROUP, LLC. | $59.5K | 2,777 | 0.00% | 2q | +0.8% |
| ROYAL BANK OF CANADA | $46.0K | 2,124 | 0.00% | 11q | HELD |
| Quaker Wealth Management, LLC | $43.8K | 2,044 | 0.01% | 6q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $23.9K | 1,116 | 0.02% | 6q | +9.2%+$2.0K |
| Rossby Financial, LCC | $22.6K | 1,054 | 0.00% | 6q | HELD |
| Institute for Wealth Management, LLC. | $22.5K | 1,048 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $18.6K | 868 | 0.00% | 8q | HELD |
| Kingdom Financial Group LLC. | $14.2K | 664 | 0.00% | 3q | +0.6% |
| Rockefeller Capital Management L.P. | $11.4K | 532 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $8.7K | 405 | 0.00% | 22q | +317.5%+$6.6K |
| Smartleaf Asset Management LLC | $6.4K | 296 | 0.00% | 2q | HELD |
| Godfrey Financial Associates, Inc. | $5.4K | 254 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $3.6K | 166 | 0.00% | 19q | HELD |
| HARBOUR INVESTMENTS, INC. | $3.5K | 162 | 0.00% | 14q | HELD |
| Farther Finance Advisors, LLC | $2.4K | 110 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.2K | 103 | 0.00% | 12q | -99.4%-$390.7K |
| IFP Advisors, Inc | $1.4K | 64 | 0.00% | 7q | +1.6% |
| FMR LLC | $814 | 38 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-22 | 13G/A | Bank of New York Mellon Corpwith 1 co-filers | 8.6% |
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 | 17 | $7.9M | 385,501 | 3 | 10 | 2 | 0.0% |
| Q2 2026 | 60 | $79.3M | 3,699,866 | 6 | 24 | 14 | 0.0% |
| Q1 2026 | 61 | $73.3M | 3,462,601 | 10 | 21 | 18 | 0.0% |
| Q4 2025 | 58 | $82.1M | 3,801,940 | 9 | 25 | 10 | 0.0% |
| Q3 2025 | 54 | $70.8M | 3,144,042 | 2 | 24 | 12 | 0.0% |
| Q2 2025 | 57 | $69.5M | 3,203,502 | 4 | 21 | 20 | 0.0% |
| Q1 2025 | 58 | $70.7M | 3,337,270 | 5 | 24 | 17 | 0.1% |
| Q4 2024 | 57 | $276.2M | 13,071,616 | 8 | 24 | 14 | 0.0% |
| Q3 2024 | 48 | $65.1M | 2,999,362 | 3 | 22 | 8 | 0.0% |
| Q2 2024 | 53 | $61.4M | 2,933,018 | 7 | 18 | 14 | 0.0% |
| Q1 2024 | 54 | $63.1M | 2,987,699 | 11 | 19 | 13 | 0.0% |
| Q4 2023 | 49 | $83.3M | 3,957,358 | 5 | 20 | 15 | 0.0% |
| Q3 2023 | 48 | $293.6M | 14,615,971 | 6 | 21 | 9 | 0.0% |
| Q2 2023 | 48 | $87.0M | 4,233,845 | 7 | 21 | 8 | 0.0% |
| Q1 2023 | 48 | $85.3M | 4,112,672 | 9 | 23 | 9 | 0.0% |
| Q4 2022 | 42 | $82.0M | 4,048,100 | 7 | 18 | 8 | 0.0% |
| Q3 2022 | 43 | $76.0M | 3,862,369 | 7 | 23 | 5 | 0.0% |
| Q2 2022 | 41 | $77.5M | 3,775,232 | 3 | 22 | 3 | 0.0% |
| Q1 2022 | 46 | $331.9M | 14,330,638 | 8 | 19 | 12 | 0.0% |
| Q4 2021 | 43 | $79.9M | 3,276,545 | 6 | 19 | 6 | 0.0% |
| Q3 2021 | 35 | $77.9M | 3,153,208 | 6 | 15 | 5 | 0.0% |
| Q2 2021 | 33 | $71.1M | 2,865,798 | 8 | 14 | 5 | 0.0% |
| Q1 2021 | 24 | $65.3M | 2,640,823 | 5 | 10 | 2 | 0.0% |
| Q4 2020 | 20 | $59.5M | 2,381,400 | 4 | 9 | 3 | 0.0% |
| Q3 2020 | 14 | $52.6M | 2,159,983 | 4 | 7 | 1 | 0.0% |
| Q2 2020 | 10 | $47.1M | 1,997,894 | 4 | 2 | 2 | 0.0% |
| Q1 2020 | 9 | $43.9M | 1,972,551 | 4 | 2 | 1 | 0.0% |
| Q4 2019 | 6 | $51.4M | 2,032,226 | 4 | 1 | 1 | 0.0% |
| Q3 2019 | 2 | $25.1M | 999,868 | 2 | 0 | 0 | 0.0% |