HolderBook

NUSHARES ETF TR (NULG)

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

304
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+39
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/$907.0M7,748,5500.06%31q-4.9%-$46.6M
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$285.9M2,442,6500.98%2q-2.4%-$7.0M
LPL Financial LLC$130.1M1,111,0810.03%31qHELD
JPMORGAN CHASE & CO$114.4M991,5820.01%19q+7.0%+$7.5M
COMMONWEALTH EQUITY SERVICES, LLC$81.4M695,6330.10%31q+2.8%+$2.2M
MORGAN STANLEY$66.6M569,1470.00%22q+2.0%+$1.3M
ENVESTNET ASSET MANAGEMENT INC$60.5M516,5670.01%28q+4.9%+$2.8M
AMERIPRISE FINANCIAL INC$37.0M316,2130.01%21q-51.2%-$38.8M
UBS Group AG$32.5M277,3160.00%31q+3.1%+$972.2K
Bank of New York Mellon Corp$27.8M237,3470.00%19q+8.9%+$2.3M
Beacon Pointe Advisors, LLC$20.7M176,7940.10%25q+13.7%+$2.5M
MERCER GLOBAL ADVISORS INC /ADV$18.8M160,7100.01%10q+121.7%+$10.3M
GOLDMAN SACHS GROUP INC$16.8M143,8890.00%3q+283.1%+$12.4M
RVW Wealth, LLC$15.5M132,6721.02%25q+3.5%+$519.4K
CAPTRUST FINANCIAL ADVISORS$14.8M126,6920.02%13q-2.2%-$334.8K
MISSION WEALTH MANAGEMENT, LP$14.6M124,4360.18%23q+15.7%+$2.0M
Cetera Investment Advisers$13.4M114,8890.01%23q+14.1%+$1.7M
WIN ADVISORS, INC$11.6M99,0154.13%newNEW
Impact Investors, Inc$10.8M92,4557.91%7q-7.0%-$812.2K
EP Wealth Advisors, LLC$10.6M90,6160.04%12q+101.4%+$5.3M
Laurel Wealth Planning LLC$10.1M86,3494.47%23q-0.8%-$83.0K
COLDSTREAM CAPITAL MANAGEMENT INC$10.0M85,4810.13%18q-39.5%-$6.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.6M82,8400.02%17q+7.0%+$628.8K
DeDora Capital, Inc.$9.4M80,0702.04%14q+3.1%+$284.7K
TIAA TRUST, NATIONAL ASSOCIATION$8.7M74,1690.51%12q-4.2%-$382.0K
WCG Wealth Advisors LLC$8.3M70,6820.20%13q-5.4%-$474.3K
WELLS FARGO & COMPANY/MN$8.1M69,5430.00%31q-64.7%-$14.9M
Francis Financial, Inc.$7.8M66,9091.28%15q-1.0%-$81.1K
Private Advisor Group, LLC$7.8M66,7770.04%30q+31.4%+$1.9M
HighTower Advisors, LLC$7.8M66,4380.01%31q-20.3%-$2.0M
Global Retirement Partners, LLC$7.7M66,0150.12%16q-3.6%-$290.9K
One Capital Management, LLC$7.5M82,4290.21%21qHELD
ASSETMARK, INC$7.3M62,7740.01%17q-1.0%-$73.6K
OSAIC HOLDINGS, INC.$7.0M59,5660.01%26q+16.4%+$981.7K
RAYMOND JAMES FINANCIAL INC$6.8M58,5170.00%7q+2.1%+$138.4K
ROYAL BANK OF CANADA$6.0M51,3260.00%31q+3.3%+$194.7K
True Blue Financial, LLC$5.3M45,6472.26%3q-5.5%-$312.7K
KEYBANK NATIONAL ASSOCIATION/OH$5.3M45,1330.02%2q+19.3%+$856.1K
FMR LLC$5.2M44,4200.00%15q-7.9%-$448.9K
NewEdge Advisors, LLC$5.1M43,7590.02%17q+7.1%+$339.1K
Vestmark Advisory Solutions, Inc.$4.8M40,8300.04%21q-15.1%-$849.6K
Kestra Advisory Services, LLC$4.8M40,7740.02%20q+0.6%+$29.1K
Legacy Edge Advisors, LLC$4.6M43,5610.25%10q+82.5%+$2.1M
Corient Private Wealth LP$4.4M37,4280.00%15q+21.1%+$762.3K
GTS SECURITIES LLC$4.3M36,6620.09%2q-24.9%-$1.4M
CRUX WEALTH ADVISORS$4.2M36,1081.46%5q+1.2%+$48.1K
OPPENHEIMER ASSET MANAGEMENT INC.$3.4M29,3680.04%6qHELD
L & S Advisors Inc$3.2M27,5580.33%14q-1.3%-$40.9K
Mariner, LLC$3.1M26,6150.00%16q-46.6%-$2.7M
SGL Investment Advisors, Inc.$3.1M26,3311.06%8q-4.3%-$136.4K
UMB Bank, n.a.$3.0M25,9900.04%31q-1.0%-$31.1K
Equita Financial Network, Inc.$3.0M25,4500.83%12q+10.6%+$285.3K
Scott Capital Advisors, LLC$2.9M25,0390.46%5q+2.5%+$72.5K
BOKF, NA$2.9M24,9110.04%23q+3.3%+$93.1K
Clarity Asset Management, Inc.$2.9M24,5171.41%10q-54.1%-$3.4M
Mascoma Wealth Management LLC$2.8M24,1990.53%19q+7.7%+$203.5K
CITADEL ADVISORS LLC$2.7M23,0810.00%newNEW
Elevation Capital Advisory, LLC$2.6M22,1541.00%newNEW
Revolve Wealth Partners, LLC$2.5M21,3330.26%19q-5.0%-$132.0K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4M20,1300.00%24q+7.9%+$173.4K
J.Safra Asset Management Corp$2.3M19,8680.11%9q-1.4%-$34.2K
Equitable Holdings, Inc.$2.3M19,6570.01%18q-2.7%-$63.9K
US BANCORP \DE\$2.2M19,1260.00%28q-17.3%-$467.4K
Aptus Capital Advisors, LLC$2.2M18,8870.02%7q-17.2%-$458.8K
Wealth Advisory Team LLC$2.2M18,8571.79%3q-18.7%-$507.3K
SBE LLC DBA CEDAR COVE WEALTH PARTNERS$2.2M18,7071.03%3q-3.4%-$77.1K
MML INVESTORS SERVICES, LLC$2.2M18,6480.00%14q+6.8%+$139.4K
HUNTINGTON NATIONAL BANK$2.2M18,6130.01%5q+0.7%+$14.6K
CGN Advisors LLC$2.2M18,6020.16%9q-3.1%-$69.4K
PNC Financial Services Group, Inc.$2.2M18,4730.00%21qHELD
Bond & Devick Financial Network, Inc.$2.1M17,7540.51%newNEW
Farther Finance Advisors, LLC$2.0M17,3120.02%15q+59.1%+$753.1K
IHT Wealth Management, LLC$2.0M17,1530.04%22q-2.4%-$50.0K
Rockefeller Capital Management L.P.$2.0M17,0000.00%4q+1.3%+$25.2K
NorthRock Partners, LLC$2.0M16,8610.03%11qHELD
Falcon Wealth Planning$1.9M16,4430.12%15q-9.6%-$203.8K
Baltimore-Washington Financial Advisors, Inc.$1.9M16,0760.07%24q-1.0%-$18.4K
Cerity Partners LLC$1.8M15,5230.00%15qHELD
Lloyd Advisory Services, LLC.$1.8M15,4010.70%2q+3974.3%+$1.8M
FLAGSHIP HARBOR ADVISORS, LLC$1.8M15,3090.07%13q+16.7%+$256.2K
MFA WEALTH ADVISORS, LLC$1.7M14,5850.29%13qHELD
AE Wealth Management LLC$1.7M14,4870.01%2q+1457.7%+$1.6M
Cornerstone Financial Management LLC$1.7M14,3951.35%3q+6.9%+$108.5K
HB Wealth Management, LLC$1.6M14,0180.01%8q+16.4%+$231.1K
First Pacific Financial$1.6M13,8890.19%6q-5.3%-$91.9K
Mirae Asset Global Investments Co., Ltd.$1.6M13,6000.00%newNEW
Heck Capital Advisors, LLC$1.6M13,5550.09%26q-2.8%-$46.0K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.6M13,4160.03%16q-1.9%-$29.7K
KINGSWOOD WEALTH ADVISORS, LLC$1.6M13,3300.06%12q+2.9%+$44.6K
Wescott Financial Advisory Group, LLC$1.5M12,8290.12%20qHELD
CARY STREET PARTNERS FINANCIAL LLC$1.4M12,3380.03%7q-18.7%-$332.3K
Western Wealth Management, LLC$1.4M12,3370.05%7q+10.9%+$142.2K
Curtis Advisory Group, LLC$1.4M12,2570.28%15q-15.6%-$266.0K
BlueStem Wealth Partners, LLC$1.4M12,2230.14%7q+1.8%+$25.5K
GREENUP STREET WEALTH MANAGEMENT LLC$1.4M12,0690.17%5q+156.1%+$861.1K
Johnson Financial Group, Inc.$1.3M10,9930.04%3q-2.8%-$37.7K
HARBOUR INVESTMENTS, INC.$1.3M10,9570.02%21q+5.7%+$69.1K
White Lighthouse Investment Management Inc.$1.2M10,4010.15%21q+6.3%+$71.9K
Stratos Wealth Partners, LTD.$1.2M10,2700.01%21q-1.0%-$12.4K
COMMERCE BANK$1.2M9,8280.01%19q+10.0%+$104.5K

Showing the largest 100 of 315 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026304$2.3B19,340,1065391880.0%
Q1 2026265$1.9B21,073,9741294790.0%
Q4 2025274$1.5B15,216,5832594750.0%
Q3 2025247$1.3B13,281,0542869800.0%
Q2 2025231$1.2B12,369,9602365710.0%
Q1 2025221$961.1M12,272,0731772850.0%
Q4 2024232$1.1B12,284,4412751800.0%
Q3 2024207$1.0B12,237,0101375570.0%
Q2 2024208$969.9M11,951,1333057730.0%
Q1 2024183$957.3M12,557,3012358620.0%
Q4 2023175$837.7M12,058,9051453580.0%
Q3 2023160$728.1M12,141,6612058450.0%
Q2 2023147$765.7M12,336,8492151450.0%
Q1 2023132$683.6M12,294,9911357360.0%
Q4 2022129$560.6M11,468,8812642420.0%
Q3 2022125$596.5M12,935,6071356370.0%
Q2 2022129$603.0M12,508,1041858330.0%
Q1 2022123$733.5M12,083,6311662330.0%
Q4 2021129$756.9M11,054,1332056240.0%
Q3 2021108$635.6M9,716,9751354210.0%
Q2 2021102$594.0M9,201,4942945200.0%
Q1 202178$483.6M8,337,2671142160.0%
Q4 202076$324.6M5,761,9381440100.0%
Q3 202063$266.0M5,226,9511222170.0%
Q2 202056$237.4M5,209,51693160.0%
Q1 202055$116.4M3,303,3691326100.0%
Q4 201949$97.4M2,349,58062760.0%
Q3 201939$54.3M1,426,715112150.0%
Q2 201932$35.4M951,08751950.0%
Q1 201929$49.2M1,395,355101430.0%
Q4 201821$41.8M1,388,0540110.0%