NUSHARES ETF TR (NUDM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
142
Reporting holders
$509.7M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $87.0M | 2,172,754 | 0.30% | 2q | +0.5%+$453.2K |
| Wealthfront Advisers LLC | $65.9M | 1,646,694 | 0.13% | 20q | +0.6%+$363.2K |
| ROYAL BANK OF CANADA | $52.9M | 1,321,818 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $34.3M | 857,223 | 0.01% | 26q | +6.3%+$2.0M |
| MORGAN STANLEY | $33.6M | 840,715 | 0.00% | 19q | +3.8%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $31.6M | 789,067 | 0.00% | 31q | +9.6%+$2.8M |
| WCG Wealth Advisors LLC | $16.6M | 415,013 | 0.39% | 17q | +11.1%+$1.7M |
| MISSION WEALTH MANAGEMENT, LP | $12.0M | 299,935 | 0.15% | 23q | +26.3%+$2.5M |
| Ameritas Advisory Services, LLC | $11.0M | 274,056 | 0.22% | 7q | +67.3%+$4.4M |
| UBS Group AG | $10.9M | 271,289 | 0.00% | 31q | +90.7%+$5.2M |
| PFG Investments, LLC | $10.1M | 253,459 | 0.39% | 10q | +2.7%+$270.7K |
| LPL Financial LLC | $7.9M | 197,291 | 0.00% | 31q | +4.8%+$362.3K |
| Clarity Asset Management, Inc. | $7.0M | 176,041 | 3.45% | 5q | -38.5%-$4.4M |
| Advisory Services Network, LLC | $5.5M | 136,853 | 0.06% | 19q | +3.7%+$195.6K |
| 3EDGE Asset Management, LP | $5.4M | 135,264 | 0.24% | 7q | +105.0%+$2.8M |
| Cetera Investment Advisers | $5.1M | 127,555 | 0.00% | 23q | +2.2%+$110.3K |
| ASSETMARK, INC | $5.1M | 127,349 | 0.01% | 17q | +0.8%+$39.5K |
| EP Wealth Advisors, LLC | $4.9M | 122,362 | 0.02% | 3q | -4.9%-$254.6K |
| Allodium Investment Consultants, LLC | $4.8M | 119,655 | 2.03% | 7q | +5.0%+$225.9K |
| Brio Consultants, LLC | $4.2M | 104,411 | 0.49% | 31q | +0.8%+$35.2K |
| Cerity Partners OCIO LLC | $4.1M | 102,152 | 0.21% | 6q | -34.0%-$2.1M |
| Johnson Financial Group, Inc. | $4.1M | 101,519 | 0.13% | 3q | +0.7%+$30.1K |
| Creative Planning | $4.0M | 100,344 | 0.00% | 16q | +2.9%+$113.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.6M | 90,069 | 0.04% | 22q | HELD |
| UMB Bank, n.a. | $3.5M | 88,705 | 0.04% | 31q | -1.8%-$65.5K |
| Vestmark Advisory Solutions, Inc. | $3.3M | 81,591 | 0.03% | 21q | -15.1%-$581.7K |
| Clarity Wealth Development LLC | $2.7M | 66,412 | 1.48% | 7q | -40.2%-$1.8M |
| NewEdge Advisors, LLC | $2.4M | 59,488 | 0.01% | 15q | +13.8%+$289.4K |
| &PARTNERS | $2.2M | 55,689 | 0.01% | 5q | +11.7%+$233.2K |
| Bond & Devick Financial Network, Inc. | $2.2M | 55,553 | 0.55% | 15q | +0.6%+$13.2K |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 55,532 | 0.00% | 7q | +25.5%+$451.7K |
| OSAIC HOLDINGS, INC. | $2.2M | 54,413 | 0.00% | 26q | +20.1%+$364.9K |
| Cerity Partners Retirement Plan Advisors LLC | $2.1M | 53,941 | 0.90% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.9M | 47,788 | 0.00% | 2q | +29.6%+$437.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 44,930 | 0.00% | 27q | -1.5%-$28.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.8M | 44,930 | 0.03% | 17q | HELD |
| HighTower Advisors, LLC | $1.7M | 43,341 | 0.00% | 31q | HELD |
| McNamara Financial Services, Inc. | $1.6M | 38,802 | 0.27% | 21q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.5M | 38,476 | 0.03% | 22q | HELD |
| Ledyard National Bank | $1.5M | 38,275 | 0.12% | 9q | -1.8%-$28.0K |
| CGN Advisors LLC | $1.5M | 37,677 | 0.11% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $1.5M | 36,920 | 0.00% | 14q | +4.8%+$67.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 34,365 | 0.03% | 7q | HELD |
| Vontobel Holding Ltd. | $1.3M | 32,983 | 0.00% | 7q | -1.4%-$18.6K |
| NORTHERN TRUST CORP | $1.3M | 32,287 | 0.00% | 10q | -10.6%-$152.7K |
| WHITTIER TRUST CO | $1.2M | 30,769 | 0.01% | 26q | HELD |
| Perennial Investment Advisors, LLC | $1.2M | 30,886 | 0.08% | 3q | +28.4%+$273.5K |
| Trust Co | $1.2M | 29,952 | 0.11% | 18q | -4.9%-$61.8K |
| Prism Advisors, Inc. | $1.1M | 28,480 | 0.28% | 12q | -4.3%-$51.7K |
| SGL Investment Advisors, Inc. | $1.1M | 27,064 | 0.39% | 8q | +0.6%+$6.5K |
| TFC Financial Management, Inc. | $1.1M | 26,551 | 0.12% | 5q | HELD |
| Relyea Zuckerberg Hanson LLC | $1.0M | 26,044 | 0.04% | 7q | +100.0%+$521.1K |
| Stratos Wealth Partners, LTD. | $997.6K | 24,926 | 0.01% | 7q | -6.4%-$67.7K |
| Orion Porfolio Solutions, LLC | $995.9K | 24,886 | 0.01% | 6q | +67.0%+$399.4K |
| Wescott Financial Advisory Group, LLC | $978.1K | 24,440 | 0.08% | 19q | HELD |
| Napier Financial, LLC | $907.5K | 22,676 | 0.19% | 3q | +0.7%+$6.3K |
| Mariner, LLC | $882.9K | 22,062 | 0.00% | 10q | -70.2%-$2.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $854.1K | 21,341 | 0.00% | 17q | +3.6%+$29.9K |
| Sound Stewardship, LLC | $802.6K | 20,056 | 0.33% | 15q | -1.5%-$12.1K |
| STIFEL FINANCIAL CORP | $788.6K | 19,706 | 0.00% | 8q | -1.6%-$13.0K |
| Dynamic Advisor Solutions LLC | $771.7K | 19,282 | 0.02% | 3q | +7.7%+$55.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $771.5K | 19,278 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $735.3K | 18,372 | 0.00% | 21q | +2.7%+$19.3K |
| Argyle Capital Partners, LLC | $699.6K | 17,481 | 0.44% | 5q | +42.8%+$209.7K |
| Mayflower Financial Advisors, LLC | $667.9K | 16,689 | 0.06% | 9q | +37.2%+$181.0K |
| TIAA TRUST, NATIONAL ASSOCIATION | $623.9K | 15,590 | 0.04% | 12q | HELD |
| Equitable Holdings, Inc. | $620.8K | 15,513 | 0.00% | 8q | +5.9%+$34.6K |
| Corient Private Wealth LP | $617.1K | 15,420 | 0.00% | 7q | +100.0%+$308.6K |
| Tolleson Wealth Management, Inc. | $579.5K | 14,479 | 0.08% | 15q | -37.0%-$340.2K |
| Towerpoint Wealth, LLC | $558.2K | 13,948 | 0.19% | 6q | HELD |
| Wealth Architects, LLC | $530.1K | 13,246 | 0.04% | 20q | HELD |
| Walkner Condon Financial Advisors LLC | $520.1K | 12,997 | 0.06% | 18q | -0.5%-$2.8K |
| One Capital Management, LLC | $511.4K | 14,161 | 0.01% | 3q | HELD |
| Avantax Planning Partners, Inc. | $510.6K | 12,758 | 0.01% | 30q | -3.7%-$19.4K |
| BURNS J W & CO INC/NY | $500.2K | 12,500 | 0.05% | 2q | +13.6%+$60.0K |
| Sand Hill Global Advisors, LLC | $479.0K | 11,970 | 0.01% | 16q | HELD |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $467.3K | 11,677 | 0.07% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $445.4K | 11,129 | 0.00% | 13q | HELD |
| Rossby Financial, LCC | $444.6K | 11,111 | 0.08% | 7q | -1.0%-$4.3K |
| CITADEL ADVISORS LLC | $437.5K | 10,932 | 0.00% | new | NEW |
| Maia Wealth LLC | $430.1K | 10,747 | 0.06% | 10q | -2.8%-$12.5K |
| Leverty Financial Group, LLC | $413.1K | 10,323 | 0.08% | 9q | HELD |
| Ashton Thomas Private Wealth, LLC | $407.4K | 10,179 | 0.01% | 4q | HELD |
| US BANCORP \DE\ | $361.0K | 9,021 | 0.00% | 23q | +4.3%+$15.0K |
| D.A. DAVIDSON & CO. | $354.9K | 8,868 | 0.00% | 22q | HELD |
| Continuum Advisory, LLC | $344.7K | 8,614 | 0.03% | 10q | +2.9%+$9.7K |
| Corundum Group, Inc. | $338.4K | 8,456 | 0.10% | 10q | +0.7%+$2.4K |
| Clearview Wealth Management LLC | $331.4K | 8,280 | 0.21% | 2q | -1.5%-$5.0K |
| Triad Wealth Partners, LLC | $327.6K | 8,078 | 0.02% | 4q | +34.5%+$84.0K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $322.0K | 8,047 | 0.09% | 10q | -12.3%-$45.2K |
| Steward Partners Investment Advisory, LLC | $321.5K | 8,034 | 0.00% | 25q | HELD |
| Curtis Advisory Group, LLC | $304.3K | 7,604 | 0.06% | 6q | -19.4%-$73.1K |
| Lifelong Wealth Advisors, Inc. | $302.2K | 7,552 | 0.07% | 7q | +22.0%+$54.6K |
| Live Oak Investment Partners | $289.9K | 7,244 | 0.16% | 3q | +7.2%+$19.5K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $270.9K | 6,770 | 0.11% | 4q | +8.9%+$22.2K |
| Lido Advisors, LLC | $261.4K | 6,533 | 0.00% | 3q | -59.7%-$387.1K |
| Robertson Stephens Wealth Management, LLC | $260.7K | 6,514 | 0.01% | 15q | -27.1%-$96.7K |
| Veridan Wealth LLC | $251.7K | 6,288 | 0.09% | 7q | -3.5%-$9.0K |
| INSPIRION WEALTH ADVISORS, LLC | $249.8K | 6,299 | 0.03% | 3q | HELD |
| Vantage Point Financial LLC | $240.4K | 6,006 | 0.07% | 4q | HELD |
Showing the largest 100 of 153 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 | 142 | $509.7M | 12,737,648 | 11 | 52 | 32 | 0.0% |
| Q1 2026 | 140 | $444.0M | 12,328,957 | 6 | 53 | 36 | 0.0% |
| Q4 2025 | 140 | $430.2M | 11,876,757 | 19 | 57 | 36 | 0.0% |
| Q3 2025 | 124 | $416.6M | 11,068,475 | 10 | 38 | 34 | 0.0% |
| Q2 2025 | 114 | $457.1M | 12,882,448 | 7 | 31 | 39 | 0.0% |
| Q1 2025 | 114 | $354.8M | 11,133,509 | 12 | 34 | 43 | 0.0% |
| Q4 2024 | 106 | $321.7M | 10,689,476 | 11 | 45 | 20 | 0.0% |
| Q3 2024 | 100 | $323.6M | 9,618,819 | 10 | 36 | 25 | 0.0% |
| Q2 2024 | 95 | $288.9M | 9,279,185 | 10 | 29 | 23 | 0.0% |
| Q1 2024 | 91 | $300.6M | 9,674,407 | 11 | 36 | 22 | 0.0% |
| Q4 2023 | 84 | $262.8M | 8,937,213 | 5 | 31 | 20 | 0.0% |
| Q3 2023 | 82 | $237.6M | 8,705,336 | 6 | 31 | 21 | 0.0% |
| Q2 2023 | 83 | $237.0M | 8,182,867 | 7 | 31 | 21 | 0.0% |
| Q1 2023 | 84 | $235.5M | 8,374,220 | 14 | 30 | 28 | 0.0% |
| Q4 2022 | 69 | $193.3M | 7,492,519 | 14 | 27 | 22 | 0.0% |
| Q3 2022 | 74 | $197.3M | 8,834,724 | 9 | 33 | 21 | 0.0% |
| Q2 2022 | 71 | $200.8M | 7,940,935 | 11 | 33 | 17 | 0.0% |
| Q1 2022 | 63 | $147.8M | 5,134,495 | 5 | 40 | 10 | 0.0% |
| Q4 2021 | 63 | $110.3M | 3,557,983 | 11 | 31 | 8 | 0.0% |
| Q3 2021 | 52 | $90.3M | 2,884,204 | 3 | 31 | 6 | 0.0% |
| Q2 2021 | 52 | $78.3M | 2,479,363 | 9 | 28 | 7 | 0.0% |
| Q1 2021 | 48 | $64.8M | 2,143,737 | 8 | 27 | 6 | 0.0% |
| Q4 2020 | 42 | $46.3M | 1,588,775 | 8 | 18 | 10 | 0.0% |
| Q3 2020 | 35 | $33.4M | 1,311,011 | 3 | 15 | 8 | 0.0% |
| Q2 2020 | 35 | $30.1M | 1,243,115 | 6 | 11 | 11 | 0.0% |
| Q1 2020 | 33 | $23.2M | 1,105,208 | 6 | 19 | 4 | 0.0% |
| Q4 2019 | 29 | $42.2M | 1,565,630 | 3 | 13 | 2 | 0.0% |
| Q3 2019 | 24 | $51.5M | 1,994,194 | 4 | 12 | 5 | 0.0% |
| Q2 2019 | 21 | $47.4M | 1,841,118 | 2 | 12 | 2 | 0.0% |
| Q1 2019 | 23 | $44.5M | 1,833,321 | 4 | 8 | 6 | 0.0% |
| Q4 2018 | 20 | $46.0M | 2,052,107 | 0 | 0 | 1 | 0.0% |