DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NULV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
279
Reporting holders
$1.8B
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $590.1M | 11,803,510 | 0.04% | 31q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $251.7M | 5,034,628 | 0.87% | 2q | +5.4%+$13.0M |
| JPMORGAN CHASE & CO | $111.2M | 2,217,859 | 0.01% | 19q | +8.7%+$8.9M |
| LPL Financial LLC | $96.3M | 1,926,658 | 0.02% | 31q | +1.5%+$1.4M |
| MORGAN STANLEY | $64.7M | 1,293,576 | 0.00% | 33q | +1.3%+$852.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $60.4M | 1,208,781 | 0.08% | 29q | +7.5%+$4.2M |
| ENVESTNET ASSET MANAGEMENT INC | $55.0M | 1,099,328 | 0.01% | 28q | +4.4%+$2.3M |
| Cambridge Investment Research Advisors, Inc. | $45.3M | 906,670 | 0.05% | 30q | +98.6%+$22.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $28.8M | 576,552 | 0.04% | 17q | +6.7%+$1.8M |
| UBS Group AG | $26.6M | 531,761 | 0.00% | 31q | +2.9%+$754.5K |
| Beacon Pointe Advisors, LLC | $26.3M | 526,396 | 0.12% | 25q | +4.1%+$1.0M |
| Bank of New York Mellon Corp | $24.3M | 486,578 | 0.00% | 17q | +11.0%+$2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $20.1M | 402,854 | 0.29% | 27q | HELD |
| EASTERN BANK | $14.4M | 288,102 | 0.22% | 17q | +2.4%+$342.3K |
| CAPTRUST FINANCIAL ADVISORS | $12.7M | 253,549 | 0.02% | 22q | +0.6%+$72.3K |
| RAYMOND JAMES FINANCIAL INC | $12.3M | 245,922 | 0.00% | 7q | -2.0%-$247.8K |
| MISSION WEALTH MANAGEMENT, LP | $12.3M | 245,765 | 0.15% | 23q | +13.4%+$1.4M |
| EP Wealth Advisors, LLC | $11.8M | 235,925 | 0.05% | 16q | +62.5%+$4.5M |
| AMERIPRISE FINANCIAL INC | $10.7M | 213,367 | 0.00% | 21q | -8.2%-$948.7K |
| Allworth Financial LP | $9.6M | 191,358 | 0.04% | 20q | +3.9%+$358.3K |
| ST GERMAIN D J CO INC | $9.5M | 189,725 | 0.34% | 17q | +2.0%+$183.1K |
| Cetera Investment Advisers | $9.3M | 185,205 | 0.01% | 23q | +10.8%+$901.9K |
| HighTower Advisors, LLC | $8.0M | 159,128 | 0.01% | 31q | -8.2%-$706.9K |
| Savant Capital, LLC | $7.8M | 164,412 | 0.02% | 25q | +91.0%+$3.7M |
| Thrivent Financial for Lutherans | $7.8M | 156,438 | 0.01% | 30q | +1.4%+$109.7K |
| REGATTA CAPITAL GROUP, LLC | $7.5M | 150,617 | 1.01% | 18q | +1.4%+$102.9K |
| Forefront Analytics, LLC | $7.0M | 140,912 | 7.65% | 10q | -28.0%-$2.7M |
| Mariner, LLC | $6.8M | 135,118 | 0.01% | 15q | -41.5%-$4.8M |
| FMR LLC | $6.6M | 132,674 | 0.00% | 20q | +4.6%+$291.2K |
| One Capital Management, LLC | $6.5M | 143,041 | 0.18% | 21q | HELD |
| ASSETMARK, INC | $6.5M | 129,431 | 0.01% | 17q | +3.4%+$215.4K |
| True Blue Financial, LLC | $6.3M | 126,415 | 2.67% | new | NEW |
| ROYAL BANK OF CANADA | $6.3M | 125,222 | 0.00% | 30q | +3.0%+$180.5K |
| TIAA TRUST, NATIONAL ASSOCIATION | $6.0M | 120,872 | 0.36% | 12q | -0.9%-$54.5K |
| Wilmington Savings Fund Society, FSB | $5.5M | 109,734 | 0.12% | 24q | +1.0%+$53.1K |
| RWA WEALTH PARTNERS, LLC | $5.0M | 100,126 | 0.05% | 11q | -6.5%-$345.8K |
| STALEY CAPITAL ADVISERS INC | $5.0M | 100,000 | 0.19% | 22q | HELD |
| NewEdge Advisors, LLC | $4.8M | 96,788 | 0.01% | 19q | +1.7%+$80.6K |
| WELLS FARGO & COMPANY/MN | $4.3M | 86,682 | 0.00% | 16q | +13.4%+$513.0K |
| VICUS CAPITAL | $4.3M | 85,771 | 0.28% | 29q | -2.3%-$102.3K |
| Plum Street Advisors, LLC | $4.3M | 85,371 | 1.36% | 11q | +10.2%+$394.2K |
| Vestmark Advisory Solutions, Inc. | $4.2M | 83,538 | 0.04% | 21q | -15.1%-$740.0K |
| GOLDMAN SACHS GROUP INC | $4.1M | 82,960 | 0.00% | 6q | +488.8%+$3.4M |
| Cresset Asset Management, LLC | $4.1M | 82,919 | 0.01% | 15q | +0.5%+$22.3K |
| CRUX WEALTH ADVISORS | $4.0M | 79,972 | 1.39% | 5q | -1.4%-$54.9K |
| Evolution Advisers, Inc. | $3.8M | 75,631 | 1.39% | 19q | HELD |
| CX Institutional | $3.6M | 72,331 | 0.10% | 31q | -2.2%-$79.5K |
| Equitable Holdings, Inc. | $3.6M | 71,631 | 0.02% | 24q | HELD |
| Private Advisor Group, LLC | $3.5M | 70,689 | 0.02% | 30q | +50.6%+$1.2M |
| Legacy Edge Advisors, LLC | $3.4M | 68,930 | 0.32% | 11q | -3.5%-$125.5K |
| BSW Wealth Partners | $3.1M | 61,429 | 0.34% | 17q | -28.9%-$1.3M |
| Equita Financial Network, Inc. | $2.9M | 58,118 | 0.81% | 12q | +10.1%+$265.7K |
| PARK AVENUE SECURITIES LLC | $2.9M | 57,904 | 0.02% | 5q | -2.5%-$75.3K |
| Balanced Rock Investment Advisors LLC | $2.7M | 54,965 | 1.71% | 11q | -5.4%-$156.4K |
| One Day In July LLC | $2.7M | 54,164 | 0.19% | 18q | -1.3%-$35.5K |
| STIFEL FINANCIAL CORP | $2.7M | 53,943 | 0.00% | 22q | +0.7%+$19.5K |
| &PARTNERS | $2.6M | 52,896 | 0.01% | 8q | +6.2%+$154.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.6M | 52,442 | 0.03% | 2q | +10.4%+$246.7K |
| HSBC HOLDINGS PLC | $2.5M | 51,006 | 0.00% | 19q | +2.6%+$65.4K |
| BOKF, NA | $2.5M | 49,511 | 0.03% | 22q | +8.6%+$195.2K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.4M | 47,115 | 0.02% | 6q | HELD |
| Farther Finance Advisors, LLC | $2.3M | 46,715 | 0.02% | 4q | +114.1%+$1.2M |
| CGN Advisors LLC | $2.3M | 46,095 | 0.17% | 18q | -0.9%-$21.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.3M | 46,031 | 0.19% | 8q | -3.0%-$71.4K |
| Mascoma Wealth Management LLC | $2.3M | 45,055 | 0.42% | 18q | +6.7%+$140.7K |
| Strategic Point Investment Advisors, LLC | $2.2M | 44,645 | 0.29% | 28q | +1.0%+$22.0K |
| Revolve Wealth Partners, LLC | $2.2M | 44,588 | 0.23% | 11q | -2.0%-$44.7K |
| OSAIC HOLDINGS, INC. | $2.2M | 43,949 | 0.00% | 26q | +22.3%+$401.3K |
| Kestra Advisory Services, LLC | $2.2M | 43,879 | 0.01% | 20q | +4.7%+$98.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 39,612 | 0.00% | 24q | -1.2%-$24.9K |
| Sincerus Advisory, LLC | $1.9M | 37,589 | 1.28% | 7q | -0.8%-$14.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.7M | 34,917 | 0.07% | 12q | +16.9%+$252.4K |
| Corient Private Wealth LP | $1.7M | 34,386 | 0.00% | 15q | -68.5%-$3.7M |
| Ledyard National Bank | $1.7M | 33,721 | 0.14% | 2q | +1.4%+$23.3K |
| Invera Wealth Advisors, LLC | $1.7M | 33,318 | 0.89% | 11q | -51.9%-$1.8M |
| Falcon Wealth Planning | $1.6M | 32,406 | 0.10% | 15q | -3.3%-$55.2K |
| Gateway Wealth Partners, LLC | $1.6M | 32,262 | 0.10% | 11q | -53.6%-$1.9M |
| MML INVESTORS SERVICES, LLC | $1.6M | 31,724 | 0.00% | 22q | +9.4%+$136.4K |
| UMB Bank, n.a. | $1.5M | 30,414 | 0.02% | 30q | -1.4%-$22.2K |
| CHOREO, LLC | $1.4M | 27,354 | 0.02% | 14q | HELD |
| Bond & Devick Financial Network, Inc. | $1.4M | 27,079 | 0.33% | 22q | HELD |
| Curtis Advisory Group, LLC | $1.3M | 26,524 | 0.26% | 14q | -7.1%-$100.7K |
| Shotwell Rutter Baer Inc | $1.3M | 26,476 | 0.73% | 9q | +1.4%+$17.9K |
| Focus Partners Wealth | $1.3M | 25,517 | 0.00% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 24,525 | 0.00% | 12q | +96.0%+$617.4K |
| Cerity Partners LLC | $1.2M | 24,571 | 0.00% | 11q | +78.1%+$538.7K |
| Merit Financial Group, LLC | $1.2M | 24,554 | 0.01% | 19q | -7.4%-$98.1K |
| Wescott Financial Advisory Group, LLC | $1.2M | 24,395 | 0.09% | 20q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.2M | 24,383 | 0.02% | 21q | +2.8%+$33.2K |
| Integrated Wealth Concepts LLC | $1.2M | 23,893 | 0.01% | 14q | +4.4%+$50.7K |
| COMMERCE BANK | $1.2M | 23,286 | 0.01% | 19q | -5.8%-$71.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.1M | 22,619 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $1.1M | 22,454 | 0.00% | 7q | +29.6%+$256.5K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 22,449 | 0.00% | new | NEW |
| BAILARD, INC. | $1.1M | 22,073 | 0.02% | 27q | -10.2%-$124.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.1M | 21,761 | 0.02% | 16q | +3.9%+$40.5K |
| PFG Investments, LLC | $1.1M | 21,259 | 0.04% | 10q | +69.7%+$436.4K |
| WNY Asset Management, LLC | $1.1M | 21,180 | 0.09% | 11q | +1.8%+$18.9K |
| McAdam, LLC | $1.0M | 20,622 | 0.04% | 11q | +15.1%+$135.3K |
| Ameritas Investment Partners, Inc. | $1.0M | 20,504 | 0.03% | 15q | +0.7%+$7.2K |
Showing the largest 100 of 279 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 | 114 | $153.7M | 2,918,233 | 9 | 29 | 35 | 0.0% |
| Q2 2026 | 279 | $1.8B | 36,145,798 | 28 | 94 | 73 | 0.0% |
| Q1 2026 | 278 | $1.6B | 35,201,731 | 17 | 83 | 99 | 0.0% |
| Q4 2025 | 275 | $1.6B | 36,145,435 | 19 | 98 | 80 | 0.0% |
| Q3 2025 | 258 | $1.7B | 37,709,850 | 20 | 84 | 77 | 0.0% |
| Q2 2025 | 255 | $1.5B | 35,924,544 | 13 | 87 | 82 | 0.0% |
| Q1 2025 | 255 | $1.5B | 36,065,717 | 22 | 77 | 97 | 0.0% |
| Q4 2024 | 252 | $1.9B | 48,030,076 | 13 | 105 | 66 | 0.0% |
| Q3 2024 | 242 | $1.6B | 38,093,433 | 17 | 90 | 71 | 0.0% |
| Q2 2024 | 236 | $1.4B | 37,848,085 | 24 | 79 | 80 | 0.0% |
| Q1 2024 | 228 | $1.5B | 39,801,705 | 19 | 93 | 68 | 0.0% |
| Q4 2023 | 221 | $1.4B | 37,698,580 | 20 | 65 | 85 | 0.0% |
| Q3 2023 | 204 | $1.6B | 49,034,099 | 15 | 78 | 61 | 0.0% |
| Q2 2023 | 202 | $1.3B | 37,297,844 | 19 | 73 | 62 | 0.0% |
| Q1 2023 | 198 | $1.3B | 38,219,684 | 18 | 92 | 50 | 0.0% |
| Q4 2022 | 192 | $1.2B | 36,436,478 | 27 | 82 | 55 | 0.0% |
| Q3 2022 | 175 | $5.6B | 182,879,428 | 14 | 86 | 50 | 0.0% |
| Q2 2022 | 179 | $5.8B | 175,034,911 | 28 | 97 | 27 | 0.0% |
| Q1 2022 | 159 | $6.9B | 181,212,771 | 36 | 80 | 28 | 0.0% |
| Q4 2021 | 139 | $4.3B | 110,949,096 | 21 | 68 | 19 | 0.0% |
| Q3 2021 | 118 | $2.0B | 53,581,868 | 14 | 63 | 16 | 0.0% |
| Q2 2021 | 114 | $2.0B | 51,984,560 | 20 | 60 | 20 | 0.0% |
| Q1 2021 | 102 | $2.1B | 57,331,500 | 21 | 52 | 15 | 0.0% |
| Q4 2020 | 85 | $2.3B | 70,041,189 | 22 | 43 | 9 | 0.0% |
| Q3 2020 | 64 | $1.3B | 46,332,262 | 10 | 30 | 11 | 0.0% |
| Q2 2020 | 61 | $1.3B | 46,092,119 | 8 | 31 | 11 | 0.0% |
| Q1 2020 | 57 | $709.1M | 29,051,400 | 12 | 30 | 8 | 0.0% |
| Q4 2019 | 48 | $283.3M | 8,636,439 | 6 | 22 | 6 | 0.0% |
| Q3 2019 | 44 | $54.1M | 1,730,342 | 8 | 23 | 5 | 0.0% |
| Q2 2019 | 37 | $29.8M | 983,094 | 8 | 19 | 2 | 0.0% |
| Q1 2019 | 34 | $43.4M | 1,482,254 | 12 | 13 | 2 | 0.0% |
| Q4 2018 | 22 | $35.9M | 1,371,085 | 0 | 1 | 2 | 0.0% |