DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUSA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
23
Reporting holders
$26.4M
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $6.2M | 267,897 | 0.00% | 9q | +8.5%+$487.8K |
| Thrivent Financial for Lutherans | $4.3M | 185,491 | 0.01% | 4q | -3.7%-$166.5K |
| Cambridge Investment Research Advisors, Inc. | $4.0M | 172,504 | 0.00% | 9q | +90.2%+$1.9M |
| MORGAN STANLEY | $3.8M | 164,864 | 0.00% | 9q | +20.5%+$650.0K |
| LPL Financial LLC | $2.7M | 115,874 | 0.00% | 25q | +9.2%+$226.3K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 48,755 | 0.00% | 7q | +4.6%+$50.0K |
| ASSETMARK, INC | $1.1M | 47,761 | 0.00% | 9q | +8.4%+$85.8K |
| Parkside Financial Bank & Trust | $738.0K | 31,836 | 0.05% | 13q | +8.3%+$56.8K |
| US BANCORP \DE\ | $461.1K | 19,890 | 0.00% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $417.2K | 18,000 | 0.00% | new | NEW |
| Apella Capital, LLC | $371.6K | 16,108 | 0.01% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $357.3K | 15,415 | 0.00% | 29q | HELD |
| FLOW TRADERS U.S. LLC | $315.0K | 13,582 | 0.01% | 4q | -75.5%-$970.5K |
| OSAIC HOLDINGS, INC. | $287.1K | 12,386 | 0.00% | 26q | +697.6%+$251.1K |
| Global Retirement Partners, LLC | $78.1K | 3,370 | 0.00% | 6q | +1.3% |
| Rockefeller Capital Management L.P. | $49.9K | 2,152 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $26.9K | 1,162 | 0.00% | 13q | +37.8%+$7.4K |
| Cherry Tree Wealth Management, LLC | $14.5K | 624 | 0.00% | 13q | HELD |
| NewEdge Advisors, LLC | $12.2K | 525 | 0.00% | 13q | HELD |
| SOUTHERN MICHIGAN BANK & TRUST | $9.3K | 400 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.0K | 131 | 0.00% | 8q | HELD |
| Allworth Financial LP | $2.3K | 97 | 0.00% | 26q | +1.0% |
| UBS Group AG | $185 | 8 | 0.00% | new | NEW |
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 | 7 | $2.4M | 107,560 | 2 | 2 | 0 | 0.0% |
| Q2 2026 | 23 | $26.4M | 1,138,832 | 2 | 11 | 2 | 0.0% |
| Q1 2026 | 25 | $24.5M | 1,052,997 | 2 | 8 | 7 | 0.0% |
| Q4 2025 | 29 | $25.3M | 1,080,074 | 2 | 9 | 13 | 0.0% |
| Q3 2025 | 29 | $27.0M | 1,153,132 | 5 | 12 | 4 | 0.0% |
| Q2 2025 | 24 | $18.3M | 783,073 | 3 | 7 | 6 | 0.0% |
| Q1 2025 | 20 | $16.3M | 700,576 | 1 | 9 | 5 | 0.0% |
| Q4 2024 | 22 | $13.7M | 596,704 | 0 | 9 | 7 | 0.0% |
| Q3 2024 | 24 | $16.5M | 705,243 | 2 | 10 | 7 | 0.0% |
| Q2 2024 | 23 | $24.4M | 1,064,287 | 6 | 7 | 5 | 0.0% |
| Q1 2024 | 20 | $15.9M | 692,880 | 2 | 4 | 10 | 0.0% |
| Q4 2023 | 19 | $17.6M | 765,425 | 3 | 5 | 7 | 0.0% |
| Q3 2023 | 17 | $37.8M | 1,669,811 | 3 | 7 | 5 | 0.0% |
| Q2 2023 | 17 | $28.3M | 1,237,612 | 3 | 5 | 5 | 0.0% |
| Q1 2023 | 15 | $20.2M | 877,474 | 1 | 6 | 5 | 0.0% |
| Q4 2022 | 17 | $18.1M | 798,016 | 2 | 5 | 7 | 0.0% |
| Q3 2022 | 18 | $18.3M | 811,432 | 3 | 3 | 5 | 0.0% |
| Q2 2022 | 15 | $17.3M | 742,728 | 1 | 6 | 4 | 0.0% |
| Q1 2022 | 17 | $19.2M | 807,725 | 2 | 3 | 8 | 0.0% |
| Q4 2021 | 18 | $18.9M | 765,425 | 2 | 3 | 9 | 0.0% |
| Q3 2021 | 16 | $22.6M | 901,095 | 1 | 5 | 6 | 0.0% |
| Q2 2021 | 16 | $22.1M | 875,200 | 1 | 3 | 7 | 0.0% |
| Q1 2021 | 18 | $23.5M | 929,039 | 2 | 4 | 7 | 0.0% |
| Q4 2020 | 17 | $24.2M | 946,537 | 2 | 5 | 7 | 0.0% |
| Q3 2020 | 16 | $22.5M | 881,631 | 4 | 6 | 4 | 0.0% |
| Q2 2020 | 12 | $23.4M | 913,050 | 1 | 4 | 5 | 0.0% |
| Q1 2020 | 11 | $29.0M | 1,163,997 | 1 | 4 | 4 | 0.0% |
| Q4 2019 | 12 | $24.5M | 979,931 | 1 | 4 | 6 | 0.0% |
| Q3 2019 | 12 | $24.7M | 986,064 | 1 | 6 | 3 | 0.0% |
| Q2 2019 | 11 | $22.7M | 909,663 | 2 | 5 | 4 | 0.0% |
| Q1 2019 | 9 | $27.4M | 1,112,672 | 1 | 4 | 2 | 0.0% |
| Q4 2018 | 9 | $25.2M | 1,036,954 | 1 | 0 | 0 | 0.0% |