NUSHARES ETF TR (NUBD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
113
Reporting holders
$279.8M
Reported value
0.0%
Held as options
-4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $45.9M | 2,073,233 | 0.00% | 23q | +5.2%+$2.3M |
| Bank of New York Mellon Corp | $38.2M | 1,726,746 | 0.01% | 11q | +5.0%+$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $36.8M | 1,662,364 | 0.01% | 31q | +7.9%+$2.7M |
| WCG Wealth Advisors LLC | $11.9M | 539,366 | 0.28% | 17q | -29.1%-$4.9M |
| LPL Financial LLC | $11.5M | 519,090 | 0.00% | 31q | +4.5%+$494.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $10.5M | 473,354 | 0.01% | new | NEW |
| CGN Advisors LLC | $10.0M | 452,900 | 0.73% | 17q | +6.8%+$641.8K |
| Composition Wealth, LLC | $9.4M | 426,103 | 0.11% | 27q | +6.2%+$548.9K |
| Westfuller Advisors, LLC | $6.9M | 313,124 | 2.52% | 8q | -1.2%-$86.5K |
| Focus Partners Wealth | $6.9M | 310,210 | 0.01% | 11q | -1.9%-$129.7K |
| Koss-Olinger Consulting, LLC | $6.7M | 302,281 | 0.52% | 9q | +7.0%+$439.6K |
| BANK OF AMERICA CORP /DE/ | $5.8M | 261,325 | 0.00% | 31q | -0.6%-$36.2K |
| JPMORGAN CHASE & CO | $4.5M | 204,117 | 0.00% | 12q | +539.8%+$3.8M |
| Perigon Wealth Management, LLC | $4.1M | 184,954 | 0.06% | 8q | -9.4%-$423.0K |
| ASSETMARK, INC | $4.0M | 179,602 | 0.01% | 28q | -8.4%-$366.5K |
| Boston Standard Wealth Management, LLC | $3.3M | 149,955 | 0.48% | 30q | +11.8%+$348.3K |
| XY Planning Network, Inc. | $3.2M | 143,312 | 0.40% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $3.2M | 143,046 | 0.03% | 21q | -16.4%-$618.9K |
| Beacon Pointe Advisors, LLC | $2.8M | 127,066 | 0.01% | 3q | +13.8%+$341.7K |
| RETIREMENT CAPITAL STRATEGIES | $2.8M | 125,258 | 0.96% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $2.5M | 115,102 | 0.00% | 17q | -54.4%-$3.0M |
| UBS Group AG | $2.5M | 114,583 | 0.00% | 31q | -6.6%-$180.6K |
| ROYAL BANK OF CANADA | $2.5M | 111,560 | 0.00% | 31q | -16.3%-$481.5K |
| MAYPORT, LLC | $2.1M | 94,104 | 0.32% | 11q | HELD |
| UMB Bank, n.a. | $1.9M | 87,833 | 0.02% | 31q | -0.9%-$17.9K |
| HighTower Advisors, LLC | $1.7M | 75,742 | 0.00% | 12q | +10.9%+$164.4K |
| MML INVESTORS SERVICES, LLC | $1.6M | 71,710 | 0.00% | 3q | +7.1%+$105.9K |
| CITIGROUP INC | $1.5M | 68,207 | 0.00% | 6q | +20.2%+$253.4K |
| Rockefeller Capital Management L.P. | $1.5M | 66,242 | 0.00% | 7q | -16.1%-$281.9K |
| Cetera Investment Advisers | $1.3M | 59,927 | 0.00% | 10q | HELD |
| A&I FINANCIAL SERVICES, LLC | $1.2M | 55,431 | 0.53% | 7q | -4.6%-$58.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.2M | 54,996 | 0.02% | 5q | -50.4%-$1.2M |
| CITADEL ADVISORS LLC | $1.1M | 51,664 | 0.00% | 8q | +8.4%+$88.5K |
| Creative Planning | $1.0M | 46,058 | 0.00% | 12q | +0.7%+$7.0K |
| NewEdge Advisors, LLC | $979.5K | 44,251 | 0.00% | 3q | +38.5%+$272.2K |
| Wealthfront Advisers LLC | $979.2K | 44,238 | 0.00% | 19q | +1.7%+$16.4K |
| OneDigital Investment Advisors LLC | $946.2K | 42,748 | 0.01% | 11q | +1.5%+$13.8K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $938.1K | 42,379 | 0.06% | 21q | -1.1%-$10.2K |
| Private Advisor Group, LLC | $868.9K | 39,255 | 0.00% | new | NEW |
| US BANCORP \DE\ | $847.4K | 38,284 | 0.00% | 23q | +1.1%+$9.6K |
| OSAIC HOLDINGS, INC. | $827.1K | 37,363 | 0.00% | 26q | +89.5%+$390.7K |
| D.A. DAVIDSON & CO. | $803.3K | 36,291 | 0.00% | 22q | +0.5%+$4.4K |
| Atria Investments, Inc | $761.9K | 34,419 | 0.01% | 5q | -19.8%-$188.4K |
| BayBridge Capital Group, LLC | $749.0K | 33,836 | 0.39% | 11q | +9.1%+$62.5K |
| WNY Asset Management, LLC | $744.9K | 33,651 | 0.07% | 2q | +0.9%+$6.7K |
| Allworth Financial LP | $727.0K | 32,844 | 0.00% | 20q | -4.6%-$35.2K |
| GOLDMAN SACHS GROUP INC | $723.1K | 32,669 | 0.00% | 2q | -49.2%-$701.6K |
| Wealthcare Advisory Partners LLC | $719.4K | 32,499 | 0.01% | 18q | +34.1%+$182.8K |
| MISSION WEALTH MANAGEMENT, LP | $709.7K | 32,062 | 0.01% | 31q | +22.0%+$127.9K |
| Kelman-Lazarov, Inc. | $706.5K | 31,920 | 0.09% | 22q | +2.4%+$16.8K |
| Integrated Advisors Network LLC | $668.8K | 30,214 | 0.03% | 6q | -4.5%-$31.2K |
| Townsend Financial Planning, LLC | $646.7K | 29,214 | 0.56% | 3q | -1.0%-$6.2K |
| SageView Advisory Group, LLC | $583.8K | 26,374 | 0.02% | 9q | -26.4%-$209.8K |
| STIFEL FINANCIAL CORP | $563.0K | 25,436 | 0.00% | 4q | +2.1%+$11.7K |
| Gerber Kawasaki Wealth & Investment Management | $535.0K | 24,170 | 0.01% | 9q | +7.3%+$36.3K |
| RAYMOND JAMES FINANCIAL INC | $534.2K | 24,134 | 0.00% | 7q | -8.8%-$51.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $507.8K | 22,942 | 0.00% | 27q | -15.4%-$92.1K |
| Walkner Condon Financial Advisors LLC | $476.6K | 21,530 | 0.05% | 18q | +2.4%+$11.2K |
| EVOLVE PRIVATE WEALTH, LLC | $463.0K | 20,915 | 0.03% | 3q | +8.5%+$36.1K |
| Avantax Planning Partners, Inc. | $441.4K | 19,941 | 0.01% | 30q | +2.8%+$12.0K |
| Canal Capital Management, LLC | $441.2K | 19,934 | 0.05% | 13q | +42.3%+$131.2K |
| Sound View Wealth Advisors Group, LLC | $437.2K | 19,753 | 0.03% | 8q | -3.2%-$14.4K |
| Orion Porfolio Solutions, LLC | $434.0K | 19,609 | 0.00% | 2q | +12.6%+$48.5K |
| Sanctuary Advisors, LLC | $430.3K | 19,440 | 0.00% | 4q | +41.1%+$125.4K |
| Wealth Enhancement Trust Services, Inc. | $427.7K | 19,226 | 0.03% | 3q | +100.0%+$213.8K |
| Etesian Wealth Advisors, Inc. | $410.6K | 18,549 | 0.12% | 7q | +6.2%+$23.9K |
| JGP Wealth Management, LLC | $389.2K | 17,581 | 0.03% | 3q | +16.1%+$53.9K |
| Lifelong Wealth Advisors, Inc. | $386.0K | 17,438 | 0.09% | 7q | -4.6%-$18.6K |
| SGL Investment Advisors, Inc. | $332.3K | 15,276 | 0.11% | 6q | +4.4%+$14.1K |
| Parallel Advisors, LLC | $328.7K | 14,850 | 0.01% | 5q | HELD |
| Valtinson Bruner Financial Planning LLC | $294.8K | 13,319 | 0.07% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $272.2K | 12,403 | 0.00% | 12q | HELD |
| Aaron Wealth Advisors LLC | $265.7K | 12,003 | 0.01% | 11q | HELD |
| Legacy Financial Group LLC | $263.6K | 11,910 | 0.03% | 10q | -43.0%-$199.3K |
| McAdam, LLC | $261.5K | 11,813 | 0.01% | 3q | +23.3%+$49.4K |
| Triad Wealth Partners, LLC | $258.9K | 11,901 | 0.02% | new | NEW |
| Avior Wealth Management, LLC | $248.1K | 11,206 | 0.01% | 10q | +1.0%+$2.5K |
| BRIGHTON JONES LLC | $243.3K | 10,994 | 0.00% | 2q | +6.0%+$13.8K |
| Johnson Financial Group, LLC | $236.4K | 10,682 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $230.1K | 10,394 | 0.00% | 10q | -73.9%-$652.4K |
| Clearview Wealth Management LLC | $222.4K | 10,047 | 0.14% | 2q | HELD |
| Sensenig Capital Advisors, Inc | $218.3K | 9,861 | 0.20% | 3q | -1.5%-$3.3K |
| TCFG Investment Advisors, LLC | $213.6K | 9,680 | 0.07% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $213.3K | 9,635 | 0.00% | 29q | HELD |
| First Pacific Financial | $185.0K | 8,360 | 0.02% | 13q | -99.3%-$27.5M |
| Millstone Evans Group, LLC | $179.2K | 8,097 | 0.10% | 7q | HELD |
| Ameritas Investment Partners, Inc. | $167.8K | 7,580 | 0.00% | 15q | -1.3%-$2.2K |
| Rossby Financial, LCC | $145.0K | 6,550 | 0.03% | 7q | HELD |
| IAG Wealth Partners, LLC | $119.1K | 5,380 | 0.01% | 27q | -10.9%-$14.6K |
| MJT & Associates Financial Advisory Group, Inc. | $85.3K | 3,852 | 0.06% | 6q | +22.7%+$15.8K |
| Financial Gravity Companies, Inc. | $82.3K | 3,720 | 0.01% | 4q | +1.3%+$1.0K |
| Birchwood Financial Partners, Inc. | $80.0K | 3,612 | 0.07% | 3q | HELD |
| Three Bearings Fiduciary Advisors, Inc. | $73.5K | 3,320 | 0.07% | new | FIRST |
| Measured Wealth Private Client Group, LLC | $60.6K | 2,736 | 0.01% | 4q | HELD |
| Quaker Wealth Management, LLC | $59.9K | 2,704 | 0.02% | 6q | HELD |
| Buck Wealth Strategies, LLC | $58.9K | 2,663 | 0.01% | new | NEW |
| Atlantic Union Bankshares Corp | $46.3K | 2,090 | 0.00% | 4q | HELD |
| FMR LLC | $44.4K | 2,006 | 0.00% | 10q | HELD |
| Tidemark, LLC | $42.6K | 1,925 | 0.01% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $41.8K | 1,890,044 | 0.05% | 31q | +109.6%+$21.9K |
Showing the largest 100 of 122 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 113 | $279.8M | 12,640,448 | 9 | 46 | 32 | 0.0% |
| Q1 2026 | 117 | $301.5M | 13,576,158 | 10 | 51 | 23 | 0.0% |
| Q4 2025 | 113 | $286.9M | 12,834,559 | 13 | 46 | 21 | 0.0% |
| Q3 2025 | 102 | $249.2M | 11,098,893 | 7 | 40 | 28 | 0.0% |
| Q2 2025 | 102 | $242.4M | 10,892,124 | 6 | 32 | 39 | 0.0% |
| Q1 2025 | 101 | $238.5M | 10,748,939 | 6 | 38 | 34 | 0.0% |
| Q4 2024 | 99 | $260.1M | 11,943,366 | 11 | 39 | 24 | 0.0% |
| Q3 2024 | 91 | $228.5M | 10,067,569 | 8 | 32 | 25 | 0.0% |
| Q2 2024 | 89 | $173.4M | 7,947,144 | 7 | 29 | 38 | 0.0% |
| Q1 2024 | 90 | $193.9M | 8,826,765 | 13 | 41 | 15 | 0.0% |
| Q4 2023 | 82 | $161.7M | 7,270,408 | 10 | 34 | 25 | 0.0% |
| Q3 2023 | 75 | $118.0M | 5,594,929 | 11 | 26 | 23 | 0.0% |
| Q2 2023 | 74 | $117.0M | 5,321,190 | 5 | 33 | 17 | 0.0% |
| Q1 2023 | 76 | $117.4M | 5,254,743 | 12 | 35 | 15 | 0.0% |
| Q4 2022 | 65 | $113.7M | 5,224,245 | 9 | 21 | 23 | 0.0% |
| Q3 2022 | 81 | $151.5M | 6,997,891 | 6 | 32 | 23 | 0.0% |
| Q2 2022 | 85 | $163.3M | 7,116,861 | 11 | 24 | 31 | 0.0% |
| Q1 2022 | 79 | $172.4M | 6,944,779 | 7 | 38 | 23 | 0.0% |
| Q4 2021 | 78 | $177.1M | 6,663,902 | 7 | 38 | 11 | 0.0% |
| Q3 2021 | 70 | $141.2M | 5,456,198 | 9 | 37 | 9 | 0.0% |
| Q2 2021 | 66 | $136.9M | 5,246,785 | 8 | 35 | 10 | 0.0% |
| Q1 2021 | 68 | $122.1M | 4,727,424 | 15 | 29 | 9 | 0.0% |
| Q4 2020 | 52 | $98.4M | 3,673,511 | 9 | 24 | 6 | 0.0% |
| Q3 2020 | 46 | $78.6M | 2,916,190 | 3 | 23 | 8 | 0.0% |
| Q2 2020 | 51 | $65.1M | 2,406,326 | 6 | 23 | 12 | 0.0% |
| Q1 2020 | 51 | $54.1M | 2,287,150 | 9 | 26 | 9 | 0.0% |
| Q4 2019 | 43 | $38.9M | 1,520,404 | 8 | 22 | 4 | 0.0% |
| Q3 2019 | 35 | $27.1M | 1,052,419 | 7 | 19 | 2 | 0.0% |
| Q2 2019 | 30 | $31.5M | 1,242,271 | 5 | 13 | 3 | 0.0% |
| Q1 2019 | 30 | $34.4M | 1,386,820 | 6 | 11 | 5 | 0.0% |
| Q4 2018 | 27 | $37.1M | 1,528,494 | 0 | 1 | 0 | 0.0% |