DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUMV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
130
Reporting holders
$350.3M
Reported value
0.0%
Calls
0.0%
Puts
-3
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | $47.3M | 1,086,988 | 4.97% | 23q | +7.3%+$3.2M |
| MORGAN STANLEY | $45.8M | 1,052,010 | 0.00% | 29q | -26.1%-$16.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $35.0M | 804,525 | 0.12% | 2q | -7.5%-$2.9M |
| Bank of New York Mellon Corp | $27.1M | 624,036 | 0.00% | 18q | +6.1%+$1.6M |
| ROYAL BANK OF CANADA | $24.5M | 563,771 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 388,216 | 0.00% | 7q | HELD |
| BANK OF AMERICA CORP /DE/ | $12.4M | 284,146 | 0.00% | 31q | -0.6%-$78.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $11.6M | 266,948 | 0.17% | 27q | HELD |
| UBS Group AG | $11.6M | 266,019 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $8.7M | 199,475 | 0.00% | 20q | +4.9%+$403.2K |
| JONES FINANCIAL COMPANIES LLLP | $8.2M | 188,209 | 0.00% | 19q | +12.7%+$923.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 187,468 | 0.01% | 28q | +4.0%+$311.9K |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 184,442 | 0.00% | 25q | +4.1%+$313.0K |
| Beacon Pointe Advisors, LLC | $7.2M | 164,656 | 0.03% | 26q | -0.7%-$50.8K |
| LPL Financial LLC | $6.6M | 151,988 | 0.00% | 28q | -1.1%-$70.4K |
| Rockefeller Capital Management L.P. | $4.7M | 108,835 | 0.01% | 21q | HELD |
| Creative Planning | $4.4M | 101,067 | 0.00% | 20q | HELD |
| &PARTNERS | $4.3M | 99,159 | 0.02% | 8q | +8.1%+$322.3K |
| Fiduciary Trust Co | $3.6M | 81,670 | 0.04% | 30q | HELD |
| WCG Wealth Advisors LLC | $2.8M | 63,618 | 0.07% | 17q | +10.9%+$272.6K |
| JPMORGAN CHASE & CO | $2.2M | 50,806 | 0.00% | 16q | +44.5%+$682.0K |
| Cetera Investment Advisers | $2.1M | 47,195 | 0.00% | 23q | +7.6%+$144.4K |
| PNC Financial Services Group, Inc. | $1.9M | 44,095 | 0.00% | 22q | +2.2%+$40.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 43,887 | 0.16% | 8q | -6.8%-$139.0K |
| EP Wealth Advisors, LLC | $1.8M | 42,020 | 0.01% | new | NEW |
| Mariner, LLC | $1.7M | 39,446 | 0.00% | 10q | -8.4%-$157.8K |
| REGATTA CAPITAL GROUP, LLC | $1.5M | 34,929 | 0.20% | 18q | +1.2%+$18.2K |
| Invera Wealth Advisors, LLC | $1.3M | 30,584 | 0.71% | 11q | -47.4%-$1.2M |
| Cresset Asset Management, LLC | $1.3M | 29,881 | 0.00% | 15q | +1.3%+$17.2K |
| Revolve Wealth Partners, LLC | $1.3M | 28,990 | 0.13% | 16q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 28,564 | 0.00% | 9q | +134.8%+$713.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 27,436 | 0.00% | 19q | -10.7%-$142.3K |
| Heritage Wealth Advisors | $1.2M | 26,914 | 0.04% | 20q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $1.2M | 26,704 | 0.07% | 12q | HELD |
| RTD Financial Advisors, Inc. | $948.6K | 21,811 | 0.10% | 19q | HELD |
| Farther Finance Advisors, LLC | $947.0K | 21,776 | 0.01% | 15q | +366.5%+$744.0K |
| NATIXIS ADVISORS, LLC | $938.0K | 21,574 | 0.00% | 8q | +28.7%+$209.0K |
| Lido Advisors, LLC | $906.7K | 20,848 | 0.00% | 22q | +57.9%+$332.4K |
| CENTRAL TRUST Co | $892.2K | 20,515 | 0.02% | 27q | HELD |
| MML INVESTORS SERVICES, LLC | $883.2K | 20,309 | 0.00% | 11q | +8.6%+$69.9K |
| OSAIC HOLDINGS, INC. | $865.6K | 19,900 | 0.00% | 26q | +11.4%+$88.9K |
| Fingerlakes Wealth Management, Inc. | $832.2K | 19,135 | 0.45% | 19q | HELD |
| NewEdge Advisors, LLC | $821.8K | 18,896 | 0.00% | 19q | HELD |
| Carson Advisory Inc. | $785.9K | 18,070 | 0.36% | 19q | HELD |
| AMERIPRISE FINANCIAL INC | $784.3K | 18,034 | 0.00% | 4q | +33.6%+$197.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $783.1K | 18,007 | 0.01% | 20q | HELD |
| Parkside Financial Bank & Trust | $768.0K | 17,659 | 0.05% | 18q | -7.9%-$66.1K |
| STIFEL FINANCIAL CORP | $759.3K | 17,459 | 0.00% | 14q | HELD |
| RVW Wealth, LLC | $744.2K | 17,113 | 0.05% | 19q | HELD |
| VICUS CAPITAL | $735.1K | 16,903 | 0.05% | 13q | -1.1%-$7.8K |
| SageView Advisory Group, LLC | $695.8K | 16,000 | 0.02% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $690.4K | 15,874 | 0.00% | 2q | -64.8%-$1.3M |
| Parallel Advisors, LLC | $636.5K | 14,636 | 0.01% | 6q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $567.6K | 13,052 | 0.01% | 21q | +40.4%+$163.2K |
| Corient Private Wealth LP | $561.8K | 12,918 | 0.00% | 6q | HELD |
| COMMERCE BANK | $516.7K | 11,881 | 0.00% | 22q | HELD |
| PFG Investments, LLC | $505.9K | 11,632 | 0.02% | 2q | HELD |
| Stratos Investment Management, LLC | $498.0K | 11,450 | 0.02% | 20q | HELD |
| Betterment LLC | $488.0K | 11,211 | 0.00% | 7q | -1.8%-$9.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $482.5K | 10,906 | 0.00% | 9q | +92.5%+$231.9K |
| Private Advisor Group, LLC | $474.0K | 10,899 | 0.00% | 16q | -14.3%-$79.3K |
| LexAurum Advisors, LLC | $454.7K | 10,456 | 0.05% | 7q | +4.5%+$19.8K |
| Trust Co | $425.2K | 9,778 | 0.04% | 18q | -4.8%-$21.7K |
| Cornerstone Financial Management LLC | $422.9K | 9,724 | 0.34% | 3q | +3.6%+$14.6K |
| Simmons Bank | $416.7K | 9,582 | 0.02% | 21q | -10.0%-$46.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $403.6K | 9,281 | 0.00% | 3q | +77.6%+$176.4K |
| Bragg Financial Advisors, Inc | $393.5K | 9,049 | 0.01% | 14q | HELD |
| ASSETMARK, INC | $386.5K | 8,886 | 0.00% | 7q | +11.9%+$41.2K |
| CX Institutional | $373.0K | 8,569 | 0.01% | 10q | HELD |
| Focus Partners Wealth | $358.9K | 8,253 | 0.00% | 8q | -0.6%-$2.3K |
| Falcon Wealth Planning | $346.1K | 7,959 | 0.02% | 13q | -9.8%-$37.8K |
| FIRST MANHATTAN CO. LLC. | $343.6K | 7,900 | 0.00% | 3q | HELD |
| Private Wealth Management Group, LLC | $300.0K | 6,897 | 0.07% | 11q | -35.7%-$166.6K |
| Ipsen Advisor Group LLC | $298.1K | 6,854 | 0.19% | 4q | +3.0%+$8.8K |
| Dynamic Advisor Solutions LLC | $296.3K | 6,814 | 0.01% | 21q | +1.9%+$5.5K |
| McAdam, LLC | $273.4K | 6,288 | 0.01% | 6q | -8.8%-$26.4K |
| Summit Financial, LLC | $273.1K | 6,280 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $256.0K | 5,879 | 0.00% | 3q | +8.4%+$19.8K |
| STAGE HARBOR FINANCIAL, LLC | $250.3K | 5,755 | 0.14% | 11q | HELD |
| Wealthcare Advisory Partners LLC | $248.9K | 5,723 | 0.00% | 10q | -2.3%-$6.0K |
| HighTower Advisors, LLC | $235.5K | 5,415 | 0.00% | 4q | -5.4%-$13.4K |
| Joel Adams & Associates, Inc. | $232.8K | 5,353 | 0.15% | 5q | -1.4%-$3.2K |
| RMG Wealth Management LLC | $229.0K | 4,330 | 0.02% | new | NEW |
| McClarren Financial Advisors, Inc. | $227.7K | 5,235 | 0.12% | new | NEW |
| Equitable Holdings, Inc. | $224.4K | 5,159 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $220.6K | 5,073 | 0.01% | 6q | HELD |
| NATURAL INVESTMENTS, LLC | $215.0K | 4,946 | 0.05% | new | NEW |
| BLUELINE ADVISORS LLC | $213.6K | 4,911 | 0.15% | 3q | -0.5%-$1.1K |
| Institute for Wealth Management, LLC. | $210.8K | 4,848 | 0.02% | new | NEW |
| Legacy Edge Advisors, LLC | $208.3K | 4,790 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $152.4K | 3,503 | 0.00% | 8q | +3.5%+$5.1K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $121.4K | 2,791 | 0.05% | 2q | +7.4%+$8.4K |
| Steward Partners Investment Advisory, LLC | $120.5K | 2,772 | 0.00% | 27q | +13.9%+$14.7K |
| Addison Advisors LLC | $117.7K | 2,707 | 0.06% | 22q | -86.2%-$735.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $96.5K | 2,220 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO | $94.3K | 2,138 | 0.00% | 30q | -7.3%-$7.4K |
| UMB Bank, n.a. | $87.7K | 2,017 | 0.00% | 22q | -7.6%-$7.2K |
| Greykasell Wealth Strategies, Inc. | $79.8K | 1,834 | 0.03% | 7q | HELD |
| ABOUND FINANCIAL, LLC | $74.4K | 1,711 | 0.03% | 7q | -68.4%-$161.2K |
| AdvisorNet Financial, Inc | $68.8K | 1,582 | 0.00% | 24q | +149.5%+$41.2K |
Showing the largest 100 of 130 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 | 32 | $25.5M | 602,606 | 2 | 5 | 9 | 0.0% |
| Q2 2026 | 130 | $350.3M | 8,054,263 | 11 | 37 | 36 | 0.0% |
| Q1 2026 | 133 | $326.4M | 8,421,363 | 12 | 44 | 36 | 0.0% |
| Q4 2025 | 127 | $344.8M | 8,823,527 | 6 | 52 | 29 | 0.0% |
| Q3 2025 | 127 | $325.0M | 8,375,295 | 10 | 36 | 40 | 0.0% |
| Q2 2025 | 126 | $322.7M | 8,951,728 | 4 | 41 | 35 | 0.0% |
| Q1 2025 | 129 | $291.3M | 8,511,364 | 11 | 33 | 44 | 0.0% |
| Q4 2024 | 126 | $285.8M | 8,202,384 | 12 | 50 | 34 | 0.0% |
| Q3 2024 | 116 | $298.9M | 8,114,507 | 10 | 33 | 36 | 0.0% |
| Q2 2024 | 114 | $265.5M | 8,037,968 | 11 | 36 | 35 | 0.0% |
| Q1 2024 | 115 | $372.1M | 10,885,631 | 10 | 36 | 36 | 0.0% |
| Q4 2023 | 116 | $317.5M | 10,068,592 | 10 | 40 | 41 | 0.0% |
| Q3 2023 | 101 | $252.6M | 8,883,962 | 5 | 35 | 31 | 0.0% |
| Q2 2023 | 104 | $270.3M | 9,124,720 | 4 | 43 | 34 | 0.0% |
| Q1 2023 | 109 | $254.1M | 8,860,436 | 7 | 51 | 18 | 0.0% |
| Q4 2022 | 106 | $251.4M | 8,449,759 | 15 | 50 | 23 | 0.0% |
| Q3 2022 | 97 | $17.1B | 603,816,465 | 12 | 42 | 20 | 0.0% |
| Q2 2022 | 96 | $17.0B | 554,011,107 | 5 | 47 | 22 | 0.0% |
| Q1 2022 | 97 | $19.1B | 529,183,621 | 17 | 52 | 11 | 0.0% |
| Q4 2021 | 85 | $19.2B | 519,478,482 | 12 | 38 | 11 | 0.0% |
| Q3 2021 | 82 | $15.0B | 414,689,073 | 14 | 33 | 14 | 0.0% |
| Q2 2021 | 72 | $13.6B | 375,852,694 | 17 | 35 | 11 | 0.0% |
| Q1 2021 | 57 | $11.4B | 332,400,425 | 11 | 25 | 7 | 0.0% |
| Q4 2020 | 47 | $9.6B | 317,606,330 | 5 | 19 | 8 | 0.0% |
| Q3 2020 | 39 | $166.8M | 6,539,658 | 4 | 16 | 5 | 0.0% |
| Q2 2020 | 41 | $155.4M | 6,485,406 | 7 | 22 | 6 | 0.0% |
| Q1 2020 | 35 | $117.8M | 5,830,622 | 3 | 25 | 2 | 0.0% |
| Q4 2019 | 37 | $233.0M | 7,705,796 | 5 | 13 | 6 | 0.0% |
| Q3 2019 | 34 | $232.3M | 7,999,108 | 10 | 9 | 5 | 0.0% |
| Q2 2019 | 26 | $248.4M | 8,727,012 | 4 | 11 | 3 | 0.0% |
| Q1 2019 | 25 | $222.5M | 8,161,942 | 8 | 7 | 4 | 0.0% |
| Q4 2018 | 19 | $180.1M | 7,553,129 | 1 | 2 | 0 | 0.0% |