NUSHARES ETF TR (NUDV)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
26
Reporting holders
$18.9M
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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | $6.4M | 195,298 | 1.43% | 5q | -1.6%-$102.5K |
| Bond & Devick Financial Network, Inc. | $6.2M | 191,772 | 1.54% | 8q | +4.4%+$263.4K |
| CITADEL ADVISORS LLC | $1.4M | 42,736 | 0.00% | new | NEW |
| Diversified Enterprises, LLC | $1.2M | 36,187 | 0.06% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $1.0M | 31,079 | 0.00% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $673.5K | 20,690 | 0.00% | 14q | +8.0%+$49.8K |
| True Link Financial Advisors, LLC | $389.4K | 23,212 | 0.02% | 6q | +98.3%+$193.0K |
| Prism Advisors, Inc. | $268.0K | 8,233 | 0.07% | 5q | HELD |
| &PARTNERS | $250.5K | 7,697 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $236.9K | 7,279 | 0.00% | new | NEW |
| NerdWallet Wealth Partners, LLC | $230.9K | 7,094 | 0.08% | new | NEW |
| Montis Financial, LLC | $204.7K | 6,290 | 0.04% | new | NEW |
| BLUELINE ADVISORS LLC | $103.7K | 3,187 | 0.07% | 3q | HELD |
| Quaker Wealth Management, LLC | $94.7K | 2,910 | 0.03% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $84.2K | 2,587 | 0.00% | 17q | +39.9%+$24.0K |
| GoalVest Advisory LLC | $48.7K | 1,496 | 0.01% | 13q | HELD |
| Addison Advisors LLC | $45.9K | 1,410 | 0.02% | 17q | -46.1%-$39.2K |
| Arax Advisory Partners | $23.5K | 723 | 0.00% | new | NEW |
| Financial Perspectives, Inc | $21.0K | 644 | 0.01% | 2q | HELD |
| Aptus Capital Advisors, LLC | $18.3K | 563 | 0.00% | 8q | HELD |
| AMERIFLEX GROUP, INC. | $15.9K | 487 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $7.2K | 220,590 | 0.01% | 7q | +109.6%+$3.8K |
| Allworth Financial LP | $3.8K | 116 | 0.00% | 8q | HELD |
| UBS Group AG | $1.6K | 49 | 0.00% | new | NEW |
| NATURAL INVESTMENTS, LLC | $395 | 14,302 | 0.09% | 3q | HELD |
| VANGUARD ADVISERS INC | $326 | 10 | 0.00% | 2q | HELD |
| TD Waterhouse Canada Inc. | $98 | 3 | 0.00% | new | NEW |
| MORGAN STANLEY | $67 | 2 | 0.00% | 6q | HELD |
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 | 26 | $18.9M | 591,754 | 8 | 4 | 2 | 0.0% |
| Q1 2026 | 22 | $18.2M | 591,129 | 3 | 8 | 4 | 0.0% |
| Q4 2025 | 22 | $17.0M | 570,598 | 4 | 9 | 4 | 0.0% |
| Q3 2025 | 18 | $15.8M | 542,552 | 2 | 6 | 4 | 0.0% |
| Q2 2025 | 17 | $14.9M | 526,561 | 3 | 6 | 2 | 0.0% |
| Q1 2025 | 16 | $7.0M | 249,154 | 6 | 3 | 2 | 1.2% |
| Q4 2024 | 10 | $3.0M | 103,553 | 3 | 1 | 2 | 0.0% |
| Q3 2024 | 10 | $3.5M | 119,029 | 6 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $1.8M | 67,565 | 1 | 1 | 4 | 0.0% |
| Q1 2024 | 8 | $2.8M | 103,513 | 1 | 2 | 2 | 0.0% |
| Q4 2023 | 11 | $8.1M | 314,480 | 3 | 2 | 1 | 0.0% |
| Q3 2023 | 8 | $7.6M | 326,486 | 2 | 4 | 0 | 0.0% |
| Q2 2023 | 8 | $6.0M | 248,275 | 4 | 0 | 0 | 0.0% |
| Q1 2023 | 6 | $1.4M | 57,661 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 5 | $1.3M | 54,078 | 3 | 0 | 0 | 0.0% |
| Q3 2022 | 5 | $5.3M | 249,268 | 1 | 1 | 1 | 0.0% |
| Q2 2022 | 5 | $4.9M | 212,068 | 4 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $5.6M | 216,986 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $5.1M | 190,620 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $4.8M | 197,898 | 2 | 0 | 0 | 0.0% |