# NUSHARES ETF TR (NUGO)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NUGO/

- Reporting holders: 17
- Reported value: $127.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $46.3M | 1,070,936 | 0.0% | 1 |
| [SEI INVESTMENTS CO](https://holderbook.com/funds/350894-sei-investments-co/) | $43.5M | 1,004,862 | 0.0% | 8 |
| [Goelzer Investment Management, Inc.](https://holderbook.com/funds/1550057-goelzer-investment-management-inc/) | $25.0M | 578,626 | 1.1% | 1 |
| [Vigil Wealth Management, LLC](https://holderbook.com/funds/2107625-vigil-wealth-management-llc/) | $2.5M | 56,957 | 1.8% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $2.4M | 55,153 | 0.0% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.2M | 51,766 | 0.0% | 10 |
| [Goldstone Financial Group, LLC](https://holderbook.com/funds/2040021-goldstone-financial-group-llc/) | $2.1M | 47,499 | 0.2% | 9 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.5M | 33,579 | 0.0% | 1 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $855.2K | 20,919 | 0.0% | 4 |
| [NATIXIS ADVISORS, LLC](https://holderbook.com/funds/1018331-natixis-advisors-llc/) | $531.0K | 12,294 | 0.0% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $349.7K | 8,084 | 0.0% | 11 |
| [TWO SIGMA INVESTMENTS, LP](https://holderbook.com/funds/1179392-two-sigma-investments-lp/) | $241.0K | 5,571 | 0.0% | 2 |
| [SHP Wealth Management](https://holderbook.com/funds/1807060-shp-wealth-management/) | $224.0K | 5,179 | 0.0% | 3 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $68.6K | 1,600 | 0.0% | 3 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $46.2K | 1,068 | 0.0% | 10 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $21.6K | 500 | 0.0% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $56 | 1 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $127.8M |
| Q1 2026 | 14 | $47.8M |
| Q4 2025 | 14 | $43.0M |
| Q3 2025 | 13 | $91.8M |
| Q2 2025 | 11 | $157.2M |
| Q1 2025 | 12 | $2.5B |
| Q4 2024 | 9 | $2.8B |
| Q3 2024 | 11 | $2.8B |
| Q2 2024 | 9 | $3.0B |
| Q1 2024 | 8 | $3.0B |
| Q4 2023 | 4 | $2.8B |
| Q3 2023 | 2 | $2.5B |