HolderBook

NUSHARES ETF TR (NUAG)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

20
Reporting holders
$32.8M
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
BANK OF AMERICA CORP /DE/$9.8M465,1820.00%31q+1.4%+$135.5K
LPL Financial LLC$7.0M331,2080.00%31q+70.0%+$2.9M
RAYMOND JAMES FINANCIAL INC$5.8M275,8860.00%7q+43.6%+$1.8M
JPMORGAN CHASE & CO$2.8M133,6700.00%8q+11.9%+$300.7K
Prospera Financial Services Inc$1.6M75,5700.02%13q+1.7%+$26.4K
Perigon Wealth Management, LLC$1.4M65,0740.02%9q+8.9%+$111.3K
FLYNN ZITO CAPITAL MANAGEMENT, LLC$851.2K40,4830.23%9q-2.4%-$21.2K
Apollon Financial, LLC$642.7K30,5640.08%10q-8.8%-$62.3K
UBS Group AG$569.7K27,0960.00%31q+1.6%+$9.1K
McNamara Financial Services, Inc.$504.8K24,0090.09%26q-1.6%-$7.9K
CITADEL ADVISORS LLC$427.1K20,3130.00%newNEW
MORGAN STANLEY$381.8K18,1590.00%35q-19.0%-$89.8K
OSAIC HOLDINGS, INC.$290.5K13,8160.00%26q+4.8%+$13.4K
Beaumont Financial Advisors, LLC$243.2K11,5670.02%15qHELD
Integrated Wealth Concepts LLC$218.2K10,3750.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$208.6K9,9230.00%3q-60.5%-$319.5K
PRIVATE TRUST CO NA$57.2K2,7180.00%newNEW
Steward Partners Investment Advisory, LLC$34.0K1,6160.00%28qHELD
ROTHSCHILD INVESTMENT LLC$18.2K8650.00%3qHELD
OBSIDIAN CIO, LLC$6.8K1700.01%3q-17.9%-$1.5K

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$32.8M1,558,2643860.0%
Q1 202621$28.0M1,332,5812870.0%
Q4 202523$31.9M1,503,7455670.0%
Q3 202521$28.8M1,350,7102960.0%
Q2 202522$23.4M1,113,3612880.0%
Q1 202521$49.7M2,370,5210770.0%
Q4 202426$29.6M1,436,02521060.0%
Q3 202427$28.6M1,361,55941180.0%
Q2 202424$26.5M1,318,1324770.0%
Q1 202424$24.3M1,198,7704980.0%
Q4 202321$28.0M1,323,3243650.0%
Q3 202320$23.6M1,186,7140570.0%
Q2 202324$21.7M1,046,4083870.0%
Q1 202326$10.5M499,81227110.0%
Q4 202226$11.3M549,80826120.0%
Q3 202235$45.8M2,250,94144210.0%
Q2 202247$128.4M5,962,97088210.0%
Q1 202241$223.2M9,724,6581013130.0%
Q4 202139$239.3M9,724,74361090.0%
Q3 202133$238.9M9,627,88231480.0%
Q2 202136$48.5M1,945,429412150.0%
Q1 202138$128.8M5,215,23771390.0%
Q4 202037$71.3M2,774,085412100.0%
Q3 202034$67.7M2,637,58878120.0%
Q2 202029$64.3M2,514,23445140.0%
Q1 202032$170.3M6,840,40887110.0%
Q4 201929$66.4M2,694,47531070.0%
Q3 201934$183.5M7,374,461710110.0%
Q2 201930$73.1M2,980,0655980.0%
Q1 201925$65.8M2,756,39801290.0%
Q4 201827$58.5M2,524,0041020.0%