DaveManuel.com · Institutional Ownership · Who Owns It
NUSHARES ETF TR (NUSC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
271
Reporting holders
$1.0B
Reported value
0.0%
Calls
0.0%
Puts
+4
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/ | $101.5M | 1,948,385 | 0.01% | 31q | -49.7%-$100.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $94.3M | 1,809,595 | 0.12% | 20q | +5.1%+$4.6M |
| Abacus Wealth Partners, LLC | $80.6M | 1,546,982 | 8.47% | 23q | +7.8%+$5.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $62.1M | 1,191,187 | 0.21% | 2q | -5.0%-$3.3M |
| ROYAL BANK OF CANADA | $55.1M | 1,058,129 | 0.01% | 31q | HELD |
| UBS Group AG | $54.6M | 1,048,387 | 0.01% | 31q | +41.0%+$15.9M |
| MORGAN STANLEY | $54.1M | 1,037,858 | 0.00% | 33q | -0.8%-$427.9K |
| MISSION WEALTH MANAGEMENT, LP | $45.7M | 876,476 | 0.56% | 31q | +5.5%+$2.4M |
| LPL Financial LLC | $43.7M | 838,353 | 0.01% | 31q | +2.3%+$969.6K |
| Bank of New York Mellon Corp | $23.3M | 446,466 | 0.00% | 20q | +24.0%+$4.5M |
| Boston Common Asset Management, LLC | $21.9M | 419,630 | 1.30% | 3q | -1.2%-$268.5K |
| North Berkeley Wealth Management, LLC | $15.3M | 294,384 | 6.20% | 7q | HELD |
| First Pacific Financial | $13.6M | 260,637 | 1.62% | 22q | -1.7%-$229.1K |
| Creative Planning | $13.5M | 259,819 | 0.01% | 26q | HELD |
| ASSETMARK, INC | $13.4M | 257,008 | 0.02% | 17q | -1.8%-$250.6K |
| WCG Wealth Advisors LLC | $12.4M | 237,572 | 0.29% | 17q | +7.0%+$811.6K |
| FMR LLC | $11.3M | 217,124 | 0.00% | 31q | -1.4%-$162.7K |
| WELLS FARGO & COMPANY/MN | $11.3M | 216,566 | 0.00% | 31q | +2.1%+$235.1K |
| STIFEL FINANCIAL CORP | $8.8M | 169,185 | 0.01% | 22q | +0.9%+$74.8K |
| AMERIPRISE FINANCIAL INC | $7.9M | 150,593 | 0.00% | 26q | +0.8%+$61.0K |
| Cambridge Investment Research Advisors, Inc. | $7.7M | 148,172 | 0.01% | 31q | +107.8%+$4.0M |
| Allworth Financial LP | $7.2M | 138,301 | 0.03% | 20q | +1.5%+$109.1K |
| DeDora Capital, Inc. | $7.0M | 135,160 | 1.53% | 16q | +0.6%+$43.7K |
| Colorado Capital Management, Inc. | $7.0M | 133,688 | 2.38% | 31q | -0.8%-$55.6K |
| ENVESTNET ASSET MANAGEMENT INC | $7.0M | 133,454 | 0.00% | 27q | +2.2%+$149.3K |
| Allodium Investment Consultants, LLC | $6.8M | 130,437 | 2.89% | 7q | +6.3%+$402.9K |
| JONES FINANCIAL COMPANIES LLLP | $6.6M | 127,194 | 0.00% | 19q | +9.2%+$554.1K |
| TWO SIGMA INVESTMENTS, LP | $6.4M | 121,900 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $6.3M | 121,636 | 0.13% | 3q | +45.4%+$2.0M |
| Palisades Hudson Asset Management, L.P. | $6.2M | 119,284 | 2.18% | 15q | +6.4%+$372.0K |
| CAPTRUST FINANCIAL ADVISORS | $5.9M | 114,112 | 0.01% | 6q | +8.7%+$475.2K |
| EP Wealth Advisors, LLC | $5.7M | 109,636 | 0.02% | 10q | +3.3%+$184.9K |
| Beacon Pointe Advisors, LLC | $5.7M | 108,786 | 0.03% | 12q | -0.9%-$49.4K |
| Cetera Investment Advisers | $5.4M | 104,243 | 0.00% | 23q | +2.4%+$128.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 101,563 | 0.01% | 31q | +3.7%+$190.0K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $4.9M | 94,514 | 0.06% | 5q | -48.0%-$4.5M |
| Rockefeller Capital Management L.P. | $4.6M | 88,259 | 0.01% | 24q | +3.6%+$161.9K |
| JPMORGAN CHASE & CO | $4.4M | 85,607 | 0.00% | 16q | +4.0%+$172.0K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 82,714 | 0.00% | 7q | +0.6%+$25.3K |
| Rossby Financial, LCC | $4.0M | 77,279 | 0.74% | 7q | +2.2%+$87.5K |
| Corient Private Wealth LP | $3.7M | 70,925 | 0.01% | 15q | -73.0%-$10.0M |
| BSW Wealth Partners | $3.6M | 68,509 | 0.40% | 31q | -14.7%-$617.2K |
| ST GERMAIN D J CO INC | $3.5M | 66,431 | 0.12% | 7q | +2.1%+$72.1K |
| True Blue Financial, LLC | $3.3M | 62,651 | 1.38% | 3q | -51.1%-$3.4M |
| SilverOak Wealth Management LLC | $3.2M | 62,225 | 0.42% | 11q | +0.8%+$25.0K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.1M | 59,252 | 1.45% | 3q | +1.6%+$47.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 58,824 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $3.0M | 57,358 | 0.01% | 22q | -1.3%-$38.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 57,514 | 0.00% | 12q | +0.8%+$23.9K |
| RWA WEALTH PARTNERS, LLC | $2.9M | 54,793 | 0.03% | 11q | HELD |
| Arlington Financial Advisors, LLC | $2.8M | 54,209 | 0.36% | 18q | -0.5%-$15.5K |
| Wescott Financial Advisory Group, LLC | $2.7M | 51,152 | 0.21% | 23q | -0.7%-$18.7K |
| Westfuller Advisors, LLC | $2.6M | 50,276 | 0.95% | 9q | +37.1%+$708.6K |
| IMPACTfolio, LLC | $2.4M | 46,108 | 0.91% | 19q | +1.1%+$25.2K |
| Xena Financial Planning, LLC | $2.3M | 43,965 | 2.20% | 3q | +8.6%+$180.8K |
| Corundum Group, Inc. | $2.3M | 43,317 | 0.67% | 19q | -4.5%-$105.9K |
| WHITTIER TRUST CO | $2.2M | 42,812 | 0.02% | 31q | HELD |
| Modera Wealth Management, LLC | $2.2M | 42,145 | 0.02% | 18q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $2.2M | 41,898 | 0.00% | 12q | HELD |
| Pioneer Wealth Management Group | $2.2M | 41,537 | 0.52% | 14q | +28.0%+$473.9K |
| Clarity Wealth Development LLC | $2.1M | 40,258 | 1.16% | 7q | -43.5%-$1.6M |
| WHITTIER TRUST CO OF NEVADA INC | $2.0M | 39,304 | 0.04% | 24q | +0.7%+$14.5K |
| Stonehearth Capital Management, LLC | $2.0M | 37,711 | 0.67% | 25q | -3.6%-$73.4K |
| HM PAYSON & CO | $1.9M | 35,693 | 0.02% | 3q | +0.9%+$15.7K |
| Farther Finance Advisors, LLC | $1.8M | 34,459 | 0.01% | 15q | +466.0%+$1.5M |
| Modern Wealth Management, LLC | $1.7M | 32,766 | 0.02% | 5q | -16.8%-$345.0K |
| SageView Advisory Group, LLC | $1.7M | 32,674 | 0.06% | 9q | -19.6%-$415.6K |
| TIAA TRUST, NATIONAL ASSOCIATION | $1.7M | 32,377 | 0.10% | 12q | -2.2%-$38.7K |
| Revolve Wealth Partners, LLC | $1.7M | 32,305 | 0.17% | 14q | HELD |
| Pathstone Holdings, LLC | $1.7M | 32,298 | 0.00% | 11q | HELD |
| Stewardship Advisors, LLC | $1.6M | 30,329 | 0.33% | 6q | -2.7%-$43.7K |
| Equita Financial Network, Inc. | $1.6M | 30,159 | 0.44% | 12q | +6.6%+$97.5K |
| HighTower Advisors, LLC | $1.5M | 28,735 | 0.00% | 31q | -7.1%-$114.9K |
| Focus Partners Wealth | $1.5M | 28,053 | 0.00% | 11q | +3.8%+$53.4K |
| Walkner Condon Financial Advisors LLC | $1.5M | 27,961 | 0.17% | 18q | +6.9%+$94.4K |
| Brio Consultants, LLC | $1.4M | 27,162 | 0.17% | 25q | +1.1%+$15.6K |
| Legacy Edge Advisors, LLC | $1.3M | 25,833 | 0.12% | 11q | +1.9%+$24.8K |
| One Capital Management, LLC | $1.3M | 27,804 | 0.03% | 20q | HELD |
| Savant Capital, LLC | $1.2M | 25,301 | 0.00% | 17q | +108.5%+$641.5K |
| Equitable Holdings, Inc. | $1.2M | 23,020 | 0.01% | 22q | -13.7%-$190.1K |
| Napier Financial, LLC | $1.2M | 22,903 | 0.25% | 2q | HELD |
| Diversified Enterprises, LLC | $1.2M | 22,855 | 0.06% | 8q | +2.9%+$33.2K |
| SGL Investment Advisors, Inc. | $1.2M | 22,679 | 0.41% | 8q | -0.7%-$8.7K |
| PFG Investments, LLC | $1.2M | 22,610 | 0.05% | 14q | +28.1%+$258.4K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $1.1M | 21,932 | 0.01% | 22q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.1M | 21,389 | 0.02% | 21q | -2.8%-$32.4K |
| Betterment LLC | $1.1M | 21,285 | 0.00% | 9q | +1.5%+$15.9K |
| UMB Bank, n.a. | $1.1M | 20,700 | 0.01% | 30q | -2.3%-$25.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 20,519 | 0.00% | new | NEW |
| Evolution Advisers, Inc. | $1.1M | 20,350 | 0.39% | 19q | +0.6%+$6.8K |
| Silver Oak Advisory Group, Inc. | $1.0M | 19,387 | 0.40% | 15q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0M | 19,235 | 0.00% | 24q | -4.2%-$44.2K |
| Private Advisor Group, LLC | $994.9K | 19,089 | 0.00% | 30q | +25.9%+$204.4K |
| RTD Financial Advisors, Inc. | $978.5K | 18,774 | 0.11% | 19q | -1.2%-$11.8K |
| OSAIC HOLDINGS, INC. | $976.9K | 18,738 | 0.00% | 26q | +23.0%+$182.9K |
| VICUS CAPITAL | $967.1K | 18,555 | 0.06% | 29q | -2.4%-$24.3K |
| RVW Wealth, LLC | $956.8K | 18,358 | 0.06% | 25q | HELD |
| NATIXIS ADVISORS, LLC | $943.0K | 18,104 | 0.00% | 4q | +29.0%+$211.9K |
| &PARTNERS | $909.6K | 17,452 | 0.00% | 7q | +3.5%+$31.0K |
| White Lighthouse Investment Management Inc. | $880.3K | 16,890 | 0.11% | 23q | +5.6%+$46.9K |
Showing the largest 100 of 271 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 | 100 | $165.0M | 3,398,597 | 8 | 25 | 31 | 0.0% |
| Q2 2026 | 271 | $1.0B | 19,642,229 | 25 | 86 | 74 | 0.0% |
| Q1 2026 | 267 | $954.2M | 21,172,753 | 23 | 80 | 89 | 0.0% |
| Q4 2025 | 261 | $1.0B | 22,978,897 | 22 | 75 | 92 | 0.0% |
| Q3 2025 | 250 | $939.6M | 21,302,017 | 21 | 67 | 92 | 0.0% |
| Q2 2025 | 243 | $921.3M | 22,606,514 | 11 | 93 | 81 | 0.0% |
| Q1 2025 | 255 | $836.3M | 21,844,123 | 14 | 85 | 93 | 0.0% |
| Q4 2024 | 264 | $925.7M | 22,088,490 | 18 | 81 | 86 | 0.0% |
| Q3 2024 | 240 | $918.7M | 21,459,539 | 12 | 72 | 80 | 0.0% |
| Q2 2024 | 233 | $836.5M | 21,256,136 | 18 | 76 | 76 | 0.0% |
| Q1 2024 | 236 | $996.6M | 23,978,635 | 23 | 74 | 74 | 0.0% |
| Q4 2023 | 229 | $833.5M | 21,325,600 | 22 | 76 | 66 | 0.0% |
| Q3 2023 | 208 | $763.8M | 21,929,655 | 19 | 72 | 53 | 0.0% |
| Q2 2023 | 213 | $744.0M | 20,115,349 | 22 | 81 | 52 | 0.0% |
| Q1 2023 | 203 | $677.7M | 19,161,266 | 19 | 77 | 57 | 0.0% |
| Q4 2022 | 206 | $634.3M | 18,573,088 | 27 | 80 | 62 | 0.0% |
| Q3 2022 | 180 | $28.7B | 895,537,778 | 15 | 74 | 46 | 0.0% |
| Q2 2022 | 185 | $27.0B | 823,891,935 | 21 | 83 | 40 | 0.0% |
| Q1 2022 | 177 | $31.3B | 784,950,550 | 22 | 91 | 35 | 0.0% |
| Q4 2021 | 178 | $30.9B | 736,492,296 | 19 | 95 | 27 | 0.0% |
| Q3 2021 | 162 | $32.0B | 733,525,550 | 20 | 91 | 19 | 0.0% |
| Q2 2021 | 155 | $25.8B | 571,272,165 | 21 | 86 | 23 | 0.0% |
| Q1 2021 | 138 | $23.5B | 546,496,918 | 33 | 62 | 18 | 0.0% |
| Q4 2020 | 110 | $20.7B | 540,442,109 | 25 | 44 | 16 | 0.0% |
| Q3 2020 | 81 | $300.7M | 10,121,195 | 13 | 33 | 13 | 0.0% |
| Q2 2020 | 75 | $271.5M | 9,905,315 | 10 | 35 | 13 | 0.0% |
| Q1 2020 | 72 | $185.6M | 8,615,380 | 12 | 31 | 14 | 0.0% |
| Q4 2019 | 75 | $184.4M | 5,916,893 | 11 | 33 | 11 | 0.0% |
| Q3 2019 | 62 | $350.8M | 11,982,162 | 10 | 26 | 9 | 0.0% |
| Q2 2019 | 55 | $127.3M | 4,310,941 | 6 | 28 | 10 | 0.0% |
| Q1 2019 | 56 | $106.1M | 3,690,984 | 15 | 22 | 6 | 0.0% |
| Q4 2018 | 42 | $86.1M | 3,478,725 | 0 | 4 | 0 | 0.0% |