DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NULG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
319
Reporting holders
$2.3B
Reported value
0.0%
Calls
0.0%
Puts
+39
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $907.0M | 7,748,550 | 0.06% | 31q | -4.9%-$46.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $285.9M | 2,442,650 | 0.98% | 2q | -2.4%-$7.0M |
| LPL Financial LLC | $130.1M | 1,111,081 | 0.03% | 31q | HELD |
| JPMORGAN CHASE & CO | $114.4M | 991,582 | 0.01% | 19q | +7.0%+$7.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $81.4M | 695,633 | 0.10% | 31q | +2.8%+$2.2M |
| MORGAN STANLEY | $66.6M | 569,147 | 0.00% | 22q | +2.0%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $60.5M | 516,567 | 0.01% | 28q | +4.9%+$2.8M |
| Cambridge Investment Research Advisors, Inc. | $56.1M | 479,044 | 0.06% | 29q | +96.4%+$27.5M |
| AMERIPRISE FINANCIAL INC | $37.0M | 316,213 | 0.01% | 21q | -2.4%-$906.8K |
| UBS Group AG | $32.5M | 277,316 | 0.00% | 31q | +3.1%+$972.2K |
| Bank of New York Mellon Corp | $27.8M | 237,347 | 0.00% | 19q | +8.9%+$2.3M |
| Beacon Pointe Advisors, LLC | $20.7M | 176,794 | 0.10% | 25q | +13.7%+$2.5M |
| GOLDMAN SACHS GROUP INC | $16.8M | 143,889 | 0.00% | 3q | +283.1%+$12.4M |
| RVW Wealth, LLC | $15.5M | 132,672 | 1.02% | 25q | +3.5%+$519.4K |
| CAPTRUST FINANCIAL ADVISORS | $14.8M | 126,692 | 0.02% | 13q | -2.2%-$334.8K |
| MISSION WEALTH MANAGEMENT, LP | $14.6M | 124,436 | 0.18% | 23q | +15.7%+$2.0M |
| Cetera Investment Advisers | $13.4M | 114,889 | 0.01% | 23q | +14.1%+$1.7M |
| WIN ADVISORS, INC | $11.6M | 99,015 | 4.13% | new | NEW |
| Impact Investors, Inc | $10.8M | 92,455 | 7.91% | 7q | -7.0%-$812.2K |
| EP Wealth Advisors, LLC | $10.6M | 90,616 | 0.04% | 12q | +101.4%+$5.3M |
| Laurel Wealth Planning LLC | $10.1M | 86,349 | 4.47% | 23q | -0.8%-$83.0K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $10.0M | 85,481 | 0.13% | 18q | -39.5%-$6.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.6M | 82,840 | 0.02% | 17q | +7.0%+$628.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $9.4M | 80,355 | 0.01% | 10q | +10.9%+$921.8K |
| DeDora Capital, Inc. | $9.4M | 80,070 | 2.04% | 14q | +3.1%+$284.7K |
| TIAA TRUST, NATIONAL ASSOCIATION | $8.7M | 74,169 | 0.51% | 12q | -4.2%-$382.0K |
| WCG Wealth Advisors LLC | $8.3M | 70,682 | 0.20% | 13q | -5.4%-$474.3K |
| WELLS FARGO & COMPANY/MN | $8.1M | 69,543 | 0.00% | 31q | -29.3%-$3.4M |
| Francis Financial, Inc. | $7.8M | 66,909 | 1.28% | 15q | -1.0%-$81.1K |
| Private Advisor Group, LLC | $7.8M | 66,777 | 0.04% | 30q | +31.4%+$1.9M |
| HighTower Advisors, LLC | $7.8M | 66,438 | 0.01% | 31q | -20.3%-$2.0M |
| Global Retirement Partners, LLC | $7.7M | 66,015 | 0.12% | 16q | -3.6%-$290.9K |
| One Capital Management, LLC | $7.5M | 82,429 | 0.21% | 21q | HELD |
| Thrivent Financial for Lutherans | $7.4M | 63,377 | 0.01% | 30q | +1.9%+$140.2K |
| ASSETMARK, INC | $7.3M | 62,774 | 0.01% | 17q | -1.0%-$73.6K |
| OSAIC HOLDINGS, INC. | $7.0M | 59,566 | 0.01% | 26q | +16.4%+$981.7K |
| RAYMOND JAMES FINANCIAL INC | $6.8M | 58,517 | 0.00% | 7q | +2.1%+$138.4K |
| ROYAL BANK OF CANADA | $6.0M | 51,326 | 0.00% | 31q | +3.3%+$194.7K |
| True Blue Financial, LLC | $5.3M | 45,647 | 2.26% | 3q | -5.5%-$312.7K |
| KEYBANK NATIONAL ASSOCIATION/OH | $5.3M | 45,133 | 0.02% | 2q | +19.3%+$856.1K |
| FMR LLC | $5.2M | 44,420 | 0.00% | 15q | -7.9%-$448.9K |
| NewEdge Advisors, LLC | $5.1M | 43,759 | 0.02% | 17q | HELD |
| Evolution Advisers, Inc. | $5.0M | 42,779 | 1.84% | 19q | +1.0%+$51.7K |
| Vestmark Advisory Solutions, Inc. | $4.8M | 40,830 | 0.04% | 21q | -15.1%-$849.6K |
| Kestra Advisory Services, LLC | $4.8M | 40,774 | 0.02% | 20q | +0.6%+$29.1K |
| GTS SECURITIES LLC | $4.3M | 36,662 | 0.09% | 2q | -24.9%-$1.4M |
| CRUX WEALTH ADVISORS | $4.2M | 36,108 | 1.46% | 5q | +1.2%+$48.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.4M | 29,368 | 0.04% | 6q | HELD |
| L & S Advisors Inc | $3.2M | 27,558 | 0.33% | 14q | -1.3%-$40.9K |
| Mariner, LLC | $3.1M | 26,615 | 0.00% | 16q | -46.6%-$2.7M |
| SGL Investment Advisors, Inc. | $3.1M | 26,331 | 1.06% | 8q | -4.3%-$136.4K |
| UMB Bank, n.a. | $3.0M | 25,990 | 0.04% | 31q | -1.0%-$31.1K |
| Equita Financial Network, Inc. | $3.0M | 25,450 | 0.83% | 12q | +10.6%+$285.3K |
| Scott Capital Advisors, LLC | $2.9M | 25,039 | 0.46% | 5q | +2.5%+$72.5K |
| BOKF, NA | $2.9M | 24,911 | 0.04% | 23q | +3.3%+$93.1K |
| Clarity Asset Management, Inc. | $2.9M | 24,517 | 1.41% | 10q | -54.1%-$3.4M |
| Mascoma Wealth Management LLC | $2.8M | 24,199 | 0.53% | 19q | +7.7%+$203.5K |
| CITADEL ADVISORS LLC | $2.7M | 23,081 | 0.00% | new | NEW |
| Legacy Edge Advisors, LLC | $2.6M | 22,505 | 0.24% | 11q | -5.7%-$159.6K |
| Elevation Capital Advisory, LLC | $2.6M | 22,154 | 1.00% | new | NEW |
| Revolve Wealth Partners, LLC | $2.5M | 21,333 | 0.26% | 19q | -5.0%-$132.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 20,130 | 0.00% | 24q | +7.9%+$173.4K |
| J.Safra Asset Management Corp | $2.3M | 19,868 | 0.11% | 9q | -1.4%-$34.2K |
| Equitable Holdings, Inc. | $2.3M | 19,657 | 0.01% | 18q | -2.7%-$63.9K |
| Financial Insights, Inc. | $2.3M | 19,500 | 0.60% | 5q | -3.5%-$82.2K |
| US BANCORP \DE\ | $2.2M | 19,126 | 0.00% | 28q | -17.3%-$467.4K |
| Aptus Capital Advisors, LLC | $2.2M | 18,887 | 0.02% | 7q | -17.2%-$458.8K |
| Wealth Advisory Team LLC | $2.2M | 18,857 | 1.79% | 3q | -18.7%-$507.3K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $2.2M | 18,707 | 1.03% | 3q | -3.4%-$77.1K |
| MML INVESTORS SERVICES, LLC | $2.2M | 18,648 | 0.00% | 14q | +6.8%+$139.4K |
| HUNTINGTON NATIONAL BANK | $2.2M | 18,613 | 0.01% | 5q | +0.7%+$14.6K |
| CGN Advisors LLC | $2.2M | 18,602 | 0.16% | 9q | -3.1%-$69.4K |
| CX Institutional | $2.2M | 18,541 | 0.06% | 31q | -9.7%-$231.9K |
| PNC Financial Services Group, Inc. | $2.2M | 18,473 | 0.00% | 21q | HELD |
| Bond & Devick Financial Network, Inc. | $2.1M | 17,754 | 0.51% | new | NEW |
| Farther Finance Advisors, LLC | $2.0M | 17,312 | 0.02% | 15q | +59.1%+$753.1K |
| IHT Wealth Management, LLC | $2.0M | 17,153 | 0.04% | 22q | -2.4%-$50.0K |
| Rockefeller Capital Management L.P. | $2.0M | 17,000 | 0.00% | 4q | +1.3%+$25.2K |
| NorthRock Partners, LLC | $2.0M | 16,861 | 0.03% | 11q | HELD |
| Falcon Wealth Planning | $1.9M | 16,443 | 0.12% | 15q | -9.6%-$203.8K |
| Baltimore-Washington Financial Advisors, Inc. | $1.9M | 16,076 | 0.07% | 24q | -1.0%-$18.4K |
| Cerity Partners LLC | $1.8M | 15,523 | 0.00% | 15q | HELD |
| Lloyd Advisory Services, LLC. | $1.8M | 15,401 | 0.70% | 2q | +3974.3%+$1.8M |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.8M | 15,309 | 0.07% | 13q | +16.7%+$256.2K |
| Corient Private Wealth LP | $1.7M | 14,887 | 0.00% | 15q | -51.8%-$1.9M |
| MFA WEALTH ADVISORS, LLC | $1.7M | 14,585 | 0.29% | 13q | HELD |
| AE Wealth Management LLC | $1.7M | 14,487 | 0.01% | 2q | +1457.7%+$1.6M |
| Cornerstone Financial Management LLC | $1.7M | 14,395 | 1.35% | 3q | +6.9%+$108.5K |
| HB Wealth Management, LLC | $1.6M | 14,018 | 0.01% | 8q | +16.4%+$231.1K |
| First Pacific Financial | $1.6M | 13,889 | 0.19% | 6q | -5.3%-$91.9K |
| Mirae Asset Global Investments Co., Ltd. | $1.6M | 13,600 | 0.00% | new | NEW |
| Heck Capital Advisors, LLC | $1.6M | 13,555 | 0.09% | 26q | -2.8%-$46.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.6M | 13,416 | 0.03% | 16q | -1.9%-$29.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.6M | 13,330 | 0.06% | 12q | +2.9%+$44.6K |
| Wescott Financial Advisory Group, LLC | $1.5M | 12,829 | 0.12% | 20q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 12,338 | 0.03% | 7q | -18.7%-$332.3K |
| Western Wealth Management, LLC | $1.4M | 12,337 | 0.05% | 7q | +10.9%+$142.2K |
| Curtis Advisory Group, LLC | $1.4M | 12,257 | 0.28% | 15q | -15.6%-$266.0K |
| PARK AVENUE SECURITIES LLC | $1.4M | 12,231 | 0.01% | 5q | HELD |
| BlueStem Wealth Partners, LLC | $1.4M | 12,223 | 0.14% | 7q | +1.8%+$25.5K |
Showing the largest 100 of 319 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 | 125 | $147.1M | 1,292,427 | 9 | 34 | 39 | 0.0% |
| Q2 2026 | 319 | $2.3B | 19,866,673 | 55 | 89 | 94 | 0.0% |
| Q1 2026 | 280 | $1.9B | 21,113,167 | 14 | 100 | 82 | 0.0% |
| Q4 2025 | 288 | $1.5B | 15,629,779 | 25 | 99 | 81 | 0.0% |
| Q3 2025 | 264 | $1.4B | 14,278,602 | 30 | 72 | 90 | 0.0% |
| Q2 2025 | 250 | $1.3B | 13,453,960 | 25 | 71 | 79 | 0.0% |
| Q1 2025 | 240 | $1.1B | 13,560,306 | 18 | 77 | 95 | 0.0% |
| Q4 2024 | 253 | $1.8B | 20,446,548 | 31 | 54 | 87 | 0.0% |
| Q3 2024 | 224 | $1.1B | 13,716,065 | 14 | 82 | 63 | 0.0% |
| Q2 2024 | 224 | $1.1B | 13,463,642 | 31 | 61 | 83 | 0.0% |
| Q1 2024 | 202 | $1.1B | 14,088,147 | 27 | 64 | 70 | 0.0% |
| Q4 2023 | 189 | $938.6M | 13,511,752 | 14 | 56 | 67 | 0.0% |
| Q3 2023 | 178 | $1.3B | 21,402,574 | 23 | 62 | 51 | 0.0% |
| Q2 2023 | 163 | $857.6M | 13,818,921 | 24 | 58 | 49 | 0.0% |
| Q1 2023 | 148 | $758.2M | 13,638,878 | 15 | 65 | 41 | 0.0% |
| Q4 2022 | 150 | $633.8M | 12,967,217 | 30 | 47 | 51 | 0.0% |
| Q3 2022 | 124 | $2.3B | 49,337,615 | 13 | 55 | 37 | 0.0% |
| Q2 2022 | 128 | $2.3B | 47,372,165 | 17 | 58 | 33 | 0.0% |
| Q1 2022 | 123 | $3.4B | 56,294,376 | 16 | 61 | 34 | 0.0% |
| Q4 2021 | 127 | $2.8B | 40,634,292 | 20 | 55 | 24 | 0.0% |
| Q3 2021 | 107 | $2.7B | 40,850,575 | 13 | 54 | 21 | 0.0% |
| Q2 2021 | 101 | $2.6B | 40,556,872 | 29 | 45 | 20 | 0.0% |
| Q1 2021 | 75 | $2.4B | 41,895,866 | 10 | 41 | 16 | 0.0% |
| Q4 2020 | 75 | $2.2B | 38,658,773 | 13 | 40 | 10 | 0.0% |
| Q3 2020 | 63 | $957.6M | 18,817,347 | 12 | 22 | 17 | 0.0% |
| Q2 2020 | 56 | $604.1M | 13,200,517 | 9 | 31 | 6 | 0.0% |
| Q1 2020 | 55 | $385.2M | 10,927,737 | 13 | 26 | 10 | 0.0% |
| Q4 2019 | 49 | $355.7M | 8,583,340 | 6 | 27 | 6 | 0.0% |
| Q3 2019 | 39 | $282.0M | 7,404,731 | 11 | 21 | 5 | 0.0% |
| Q2 2019 | 32 | $273.2M | 7,350,681 | 5 | 19 | 5 | 0.0% |
| Q1 2019 | 29 | $252.3M | 7,159,585 | 10 | 14 | 3 | 0.0% |
| Q4 2018 | 21 | $210.9M | 7,010,426 | 0 | 1 | 1 | 0.0% |