HolderBook

NUSHARES ETF TR (NPFI)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

20
Reporting holders
$35.8M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Berger Financial Group, Inc$15.0M574,0540.77%6q-0.8%-$119.8K
Astoria Portfolio Advisors LLC.$4.8M182,0380.80%2q+169.5%+$3.0M
Integrated Wealth Concepts LLC$3.8M143,5720.02%4q+129.2%+$2.1M
Maia Wealth LLC$2.9M110,3720.43%newNEW
MBL Wealth, LLC$2.2M83,6170.15%2q+543.2%+$1.8M
LPL Financial LLC$1.9M72,7680.00%2q+56.5%+$686.6K
JANE STREET GROUP, LLC$1.2M46,1830.00%5q+227.6%+$839.0K
Krilogy Financial LLC$993.7K38,0000.03%4q-3.3%-$34.0K
ENVESTNET ASSET MANAGEMENT INC$702.8K26,8790.00%3q-13.9%-$113.1K
Jefferies Financial Group Inc.$702.6K26,8700.00%2q+5.6%+$37.2K
Buckley Wealth Management, LLC$547.5K20,9360.14%2q+5.0%+$26.1K
MassMutual Private Wealth & Trust, FSB$352.9K13,4960.01%3qHELD
MML INVESTORS SERVICES, LLC$280.9K10,7440.00%3q+22.4%+$51.5K
Arkadios Wealth Advisors$252.9K9,6740.00%2q+11.6%+$26.4K
COMMONWEALTH EQUITY SERVICES, LLC$234.7K8,9750.00%newNEW
Allworth Financial LP$30.3K1,1570.00%2q+1.0%
Steward Partners Investment Advisory, LLC$13.1K5000.00%5qHELD
UBS Group AG$9.3K3570.00%newNEW
RICHARDSON FINANCIAL SERVICES INC.$4.5K1720.00%3qHELD
Truvestments Capital LLC$3.7K1410.00%newNEW
Cambridge Investment Research Advisors, Inc.$45217,3100.00%2q+106.5%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202620$35.8M1,370,50541030.0%
Q1 202619$26.5M1,027,4858630.0%
Q4 202510$19.0M725,9374130.0%
Q3 20259$22.2M838,8775210.0%
Q2 20256$14.7M563,6113210.0%
Q1 20254$58.6M2,277,5692000.0%
Q4 20244$46.0M1,802,3351210.0%
Q3 20244$40.2M1,540,2022110.0%
Q2 20242$17.0M669,2261100.0%
Q1 20241$15.1M590,0001000.0%