NUSHARES ETF TR (NULV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
266
Reporting holders
$1.8B
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $590.1M | 11,803,510 | 0.04% | 31q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $251.7M | 5,034,628 | 0.87% | 2q | +5.4%+$13.0M |
| JPMORGAN CHASE & CO | $111.2M | 2,217,859 | 0.01% | 19q | +8.7%+$8.9M |
| LPL Financial LLC | $96.3M | 1,926,658 | 0.02% | 31q | +1.5%+$1.4M |
| MORGAN STANLEY | $64.7M | 1,293,576 | 0.00% | 33q | +1.3%+$852.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $60.4M | 1,208,781 | 0.08% | 29q | +7.5%+$4.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $57.6M | 1,153,104 | 0.04% | 17q | +113.3%+$30.6M |
| ENVESTNET ASSET MANAGEMENT INC | $55.0M | 1,099,328 | 0.01% | 28q | +4.4%+$2.3M |
| UBS Group AG | $26.6M | 531,761 | 0.00% | 31q | +2.9%+$754.5K |
| Beacon Pointe Advisors, LLC | $26.3M | 526,396 | 0.12% | 25q | +4.1%+$1.0M |
| Bank of New York Mellon Corp | $24.3M | 486,578 | 0.00% | 17q | +11.0%+$2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $20.1M | 402,854 | 0.29% | 27q | HELD |
| EASTERN BANK | $14.4M | 288,102 | 0.22% | 17q | +2.4%+$342.3K |
| CAPTRUST FINANCIAL ADVISORS | $12.7M | 253,549 | 0.02% | 22q | +0.6%+$72.3K |
| RAYMOND JAMES FINANCIAL INC | $12.3M | 245,922 | 0.00% | 7q | -2.0%-$247.8K |
| MISSION WEALTH MANAGEMENT, LP | $12.3M | 245,765 | 0.15% | 23q | +13.4%+$1.4M |
| EP Wealth Advisors, LLC | $11.8M | 235,925 | 0.05% | 16q | +62.5%+$4.5M |
| Corient Private Wealth LP | $10.8M | 215,311 | 0.01% | 15q | +97.3%+$5.3M |
| AMERIPRISE FINANCIAL INC | $10.7M | 213,367 | 0.00% | 21q | -54.1%-$12.6M |
| Allworth Financial LP | $9.6M | 191,358 | 0.04% | 20q | +3.9%+$358.3K |
| ST GERMAIN D J CO INC | $9.5M | 189,725 | 0.34% | 17q | +2.0%+$183.1K |
| Cetera Investment Advisers | $9.3M | 185,205 | 0.01% | 23q | +10.8%+$901.9K |
| HighTower Advisors, LLC | $8.0M | 159,128 | 0.01% | 31q | -8.2%-$706.9K |
| Savant Capital, LLC | $7.8M | 164,412 | 0.02% | 25q | +91.0%+$3.7M |
| REGATTA CAPITAL GROUP, LLC | $7.5M | 150,617 | 1.01% | 18q | +1.4%+$102.9K |
| Forefront Analytics, LLC | $7.0M | 140,912 | 7.65% | 10q | -28.0%-$2.7M |
| Mariner, LLC | $6.8M | 135,118 | 0.01% | 15q | -41.5%-$4.8M |
| FMR LLC | $6.6M | 132,674 | 0.00% | 20q | +4.6%+$291.2K |
| One Capital Management, LLC | $6.5M | 143,041 | 0.18% | 21q | HELD |
| ASSETMARK, INC | $6.5M | 129,431 | 0.01% | 17q | +3.4%+$215.4K |
| True Blue Financial, LLC | $6.3M | 126,415 | 2.67% | new | NEW |
| ROYAL BANK OF CANADA | $6.3M | 125,222 | 0.00% | 30q | +3.0%+$180.5K |
| Legacy Edge Advisors, LLC | $6.1M | 131,631 | 0.33% | 10q | +84.3%+$2.8M |
| TIAA TRUST, NATIONAL ASSOCIATION | $6.0M | 120,872 | 0.36% | 12q | -0.9%-$54.5K |
| Wilmington Savings Fund Society, FSB | $5.5M | 109,734 | 0.12% | 24q | +1.0%+$53.1K |
| RWA WEALTH PARTNERS, LLC | $5.0M | 100,126 | 0.05% | 11q | -6.5%-$345.8K |
| STALEY CAPITAL ADVISERS INC | $5.0M | 100,000 | 0.19% | 22q | HELD |
| NewEdge Advisors, LLC | $4.8M | 96,788 | 0.01% | 19q | +8.8%+$390.2K |
| WELLS FARGO & COMPANY/MN | $4.3M | 86,682 | 0.00% | 16q | -43.3%-$3.3M |
| VICUS CAPITAL | $4.3M | 85,771 | 0.28% | 29q | -2.3%-$102.3K |
| Plum Street Advisors, LLC | $4.3M | 85,371 | 1.36% | 11q | +10.2%+$394.2K |
| Vestmark Advisory Solutions, Inc. | $4.2M | 83,538 | 0.04% | 21q | -15.1%-$740.0K |
| GOLDMAN SACHS GROUP INC | $4.1M | 82,960 | 0.00% | 6q | +488.8%+$3.4M |
| Cresset Asset Management, LLC | $4.1M | 82,919 | 0.01% | 15q | +0.5%+$22.3K |
| CRUX WEALTH ADVISORS | $4.0M | 79,972 | 1.39% | 5q | -1.4%-$54.9K |
| Equitable Holdings, Inc. | $3.6M | 71,631 | 0.02% | 24q | HELD |
| Private Advisor Group, LLC | $3.5M | 70,689 | 0.02% | 30q | +50.6%+$1.2M |
| BSW Wealth Partners | $3.1M | 61,429 | 0.34% | 17q | -28.9%-$1.3M |
| Equita Financial Network, Inc. | $2.9M | 58,118 | 0.81% | 12q | +10.1%+$265.7K |
| Balanced Rock Investment Advisors LLC | $2.7M | 54,965 | 1.71% | 11q | -5.4%-$156.4K |
| One Day In July LLC | $2.7M | 54,164 | 0.19% | 18q | -1.3%-$35.5K |
| STIFEL FINANCIAL CORP | $2.7M | 53,943 | 0.00% | 22q | +0.7%+$19.5K |
| &PARTNERS | $2.6M | 52,896 | 0.01% | 8q | +6.2%+$154.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.6M | 52,442 | 0.03% | 2q | +10.4%+$246.7K |
| HSBC HOLDINGS PLC | $2.5M | 51,006 | 0.00% | 19q | +2.6%+$65.4K |
| BOKF, NA | $2.5M | 49,511 | 0.03% | 22q | +8.6%+$195.2K |
| Merit Financial Group, LLC | $2.5M | 49,108 | 0.01% | 19q | +85.2%+$1.1M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.4M | 47,115 | 0.02% | 6q | HELD |
| Farther Finance Advisors, LLC | $2.3M | 46,715 | 0.02% | 4q | +114.1%+$1.2M |
| CGN Advisors LLC | $2.3M | 46,095 | 0.17% | 18q | -0.9%-$21.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.3M | 46,031 | 0.19% | 8q | -3.0%-$71.4K |
| Mascoma Wealth Management LLC | $2.3M | 45,055 | 0.42% | 18q | +6.7%+$140.7K |
| Strategic Point Investment Advisors, LLC | $2.2M | 44,645 | 0.29% | 28q | +1.0%+$22.0K |
| Revolve Wealth Partners, LLC | $2.2M | 44,588 | 0.23% | 11q | -2.0%-$44.7K |
| OSAIC HOLDINGS, INC. | $2.2M | 43,949 | 0.00% | 26q | +22.3%+$401.3K |
| Kestra Advisory Services, LLC | $2.2M | 43,879 | 0.01% | 20q | +4.7%+$98.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 39,612 | 0.00% | 24q | -1.2%-$24.9K |
| Sincerus Advisory, LLC | $1.9M | 37,589 | 1.28% | 7q | -0.8%-$14.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.7M | 34,917 | 0.07% | 12q | +16.9%+$252.4K |
| Ledyard National Bank | $1.7M | 33,721 | 0.14% | 2q | +1.4%+$23.3K |
| Invera Wealth Advisors, LLC | $1.7M | 33,318 | 0.89% | 11q | -51.9%-$1.8M |
| Falcon Wealth Planning | $1.6M | 32,406 | 0.10% | 15q | -3.3%-$55.2K |
| Gateway Wealth Partners, LLC | $1.6M | 32,262 | 0.10% | 11q | -53.6%-$1.9M |
| MML INVESTORS SERVICES, LLC | $1.6M | 31,724 | 0.00% | 22q | +9.4%+$136.4K |
| UMB Bank, n.a. | $1.5M | 30,414 | 0.02% | 30q | -1.4%-$22.2K |
| Integrated Wealth Concepts LLC | $1.5M | 29,672 | 0.01% | 14q | +29.7%+$339.6K |
| CHOREO, LLC | $1.4M | 27,354 | 0.02% | 14q | HELD |
| Bond & Devick Financial Network, Inc. | $1.4M | 27,079 | 0.33% | 22q | HELD |
| Curtis Advisory Group, LLC | $1.3M | 26,524 | 0.26% | 14q | -7.1%-$100.7K |
| Shotwell Rutter Baer Inc | $1.3M | 26,476 | 0.73% | 9q | +1.4%+$17.9K |
| Focus Partners Wealth | $1.3M | 25,517 | 0.00% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 24,525 | 0.00% | 12q | +96.0%+$617.4K |
| Cerity Partners LLC | $1.2M | 24,571 | 0.00% | 11q | +78.1%+$538.7K |
| Wescott Financial Advisory Group, LLC | $1.2M | 24,395 | 0.09% | 20q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.2M | 24,383 | 0.02% | 21q | +2.8%+$33.2K |
| COMMERCE BANK | $1.2M | 23,286 | 0.01% | 19q | -5.8%-$71.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.1M | 22,619 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $1.1M | 22,454 | 0.00% | 7q | +29.6%+$256.5K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 22,449 | 0.00% | new | NEW |
| BAILARD, INC. | $1.1M | 22,073 | 0.02% | 27q | -10.2%-$124.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.1M | 21,761 | 0.02% | 16q | +3.9%+$40.5K |
| PFG Investments, LLC | $1.1M | 21,259 | 0.04% | 10q | +69.7%+$436.4K |
| WNY Asset Management, LLC | $1.1M | 21,180 | 0.09% | 11q | +1.8%+$18.9K |
| McAdam, LLC | $1.0M | 20,622 | 0.04% | 11q | +15.1%+$135.3K |
| Ameritas Investment Partners, Inc. | $1.0M | 20,504 | 0.03% | 15q | +0.7%+$7.2K |
| FLAGSHIP HARBOR ADVISORS, LLC | $970.0K | 19,404 | 0.04% | 8q | +39.9%+$276.6K |
| Laurel Wealth Planning LLC | $966.9K | 19,341 | 0.43% | 20q | +1.7%+$16.1K |
| Modern Wealth Management, LLC | $964.4K | 19,293 | 0.01% | 5q | +13.1%+$111.9K |
| XY Planning Network, Inc. | $962.4K | 19,251 | 0.12% | 7q | +0.9%+$8.8K |
| First Business Financial Services, Inc. | $950.1K | 19,006 | 0.07% | 16q | HELD |
Showing the largest 100 of 278 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 | 266 | $1.8B | 35,693,021 | 27 | 94 | 68 | 0.0% |
| Q1 2026 | 264 | $1.6B | 34,545,808 | 15 | 79 | 96 | 0.0% |
| Q4 2025 | 261 | $1.6B | 35,265,242 | 18 | 94 | 77 | 0.0% |
| Q3 2025 | 242 | $1.6B | 36,067,047 | 19 | 80 | 72 | 0.0% |
| Q2 2025 | 233 | $1.4B | 34,033,580 | 10 | 80 | 77 | 0.0% |
| Q1 2025 | 237 | $1.4B | 33,696,709 | 21 | 70 | 90 | 0.0% |
| Q4 2024 | 231 | $1.3B | 33,896,270 | 13 | 100 | 61 | 0.0% |
| Q3 2024 | 222 | $1.5B | 34,983,184 | 16 | 85 | 63 | 0.0% |
| Q2 2024 | 218 | $1.3B | 34,703,487 | 24 | 72 | 77 | 0.0% |
| Q1 2024 | 205 | $1.4B | 36,126,993 | 17 | 84 | 65 | 0.0% |
| Q4 2023 | 198 | $1.2B | 34,224,634 | 19 | 55 | 80 | 0.0% |
| Q3 2023 | 179 | $1.1B | 32,360,865 | 14 | 71 | 54 | 0.0% |
| Q2 2023 | 177 | $1.2B | 33,430,174 | 17 | 68 | 53 | 0.0% |
| Q1 2023 | 167 | $1.1B | 33,675,583 | 15 | 77 | 44 | 0.0% |
| Q4 2022 | 155 | $1.0B | 30,114,017 | 23 | 66 | 45 | 0.0% |
| Q3 2022 | 178 | $1.2B | 37,498,603 | 15 | 88 | 50 | 0.0% |
| Q2 2022 | 180 | $1.2B | 35,649,902 | 28 | 96 | 27 | 0.0% |
| Q1 2022 | 161 | $1.2B | 31,178,309 | 37 | 81 | 27 | 0.0% |
| Q4 2021 | 141 | $1.1B | 27,865,339 | 21 | 70 | 19 | 0.0% |
| Q3 2021 | 119 | $890.0M | 23,738,963 | 14 | 64 | 16 | 0.0% |
| Q2 2021 | 115 | $845.3M | 22,391,459 | 20 | 61 | 20 | 0.0% |
| Q1 2021 | 105 | $735.1M | 20,283,622 | 22 | 54 | 15 | 0.0% |
| Q4 2020 | 86 | $605.4M | 18,376,372 | 22 | 44 | 9 | 0.0% |
| Q3 2020 | 64 | $458.9M | 15,782,842 | 10 | 30 | 11 | 0.0% |
| Q2 2020 | 61 | $399.6M | 14,362,880 | 8 | 31 | 11 | 0.0% |
| Q1 2020 | 57 | $117.3M | 4,805,670 | 12 | 30 | 8 | 0.0% |
| Q4 2019 | 48 | $96.2M | 2,934,147 | 6 | 22 | 6 | 0.0% |
| Q3 2019 | 44 | $54.1M | 1,730,342 | 8 | 23 | 5 | 0.0% |
| Q2 2019 | 37 | $29.8M | 983,094 | 8 | 19 | 2 | 0.0% |
| Q1 2019 | 34 | $43.4M | 1,482,254 | 12 | 13 | 2 | 0.0% |
| Q4 2018 | 22 | $35.9M | 1,371,085 | 0 | 1 | 2 | 0.0% |