NUSHARES ETF TR (NUMG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
130
Reporting holders
$265.2M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $42.3M | 900,899 | 0.00% | 29q | -24.5%-$13.7M |
| ROYAL BANK OF CANADA | $25.4M | 541,145 | 0.00% | 31q | +1.8%+$442.1K |
| Bank of New York Mellon Corp | $24.3M | 517,033 | 0.00% | 19q | +6.3%+$1.4M |
| WELLS FARGO & COMPANY/MN | $22.9M | 486,733 | 0.00% | 31q | -54.5%-$27.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $18.5M | 393,426 | 0.06% | 2q | -5.1%-$1.0M |
| BANK OF AMERICA CORP /DE/ | $14.1M | 300,651 | 0.00% | 31q | HELD |
| LPL Financial LLC | $12.0M | 255,680 | 0.00% | 30q | HELD |
| AMERIPRISE FINANCIAL INC | $9.8M | 207,739 | 0.00% | 22q | -57.6%-$13.3M |
| UBS Group AG | $9.5M | 202,497 | 0.00% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 161,522 | 0.01% | 29q | +3.9%+$284.2K |
| Ameritas Advisory Services, LLC | $6.6M | 140,216 | 0.13% | 3q | +93.1%+$3.2M |
| JONES FINANCIAL COMPANIES LLLP | $5.2M | 114,208 | 0.00% | 19q | +27.6%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $4.2M | 90,010 | 0.00% | 7q | -13.6%-$664.9K |
| Cetera Investment Advisers | $3.8M | 81,091 | 0.00% | 23q | +1.5%+$57.6K |
| Creative Planning | $3.7M | 77,856 | 0.00% | 20q | +0.5%+$18.9K |
| AlTi Global, Inc. | $3.0M | 64,044 | 0.06% | 11q | HELD |
| Fiduciary Trust Co | $3.0M | 63,261 | 0.03% | 30q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 61,864 | 0.00% | 25q | -1.1%-$33.2K |
| WCG Wealth Advisors LLC | $2.8M | 59,018 | 0.07% | 3q | +29.9%+$637.9K |
| WHITTIER TRUST CO OF NEVADA INC | $2.6M | 55,573 | 0.05% | 27q | +0.7%+$19.3K |
| Beacon Pointe Advisors, LLC | $2.2M | 46,117 | 0.01% | 12q | -0.7%-$15.2K |
| PNC Financial Services Group, Inc. | $2.0M | 42,571 | 0.00% | 22q | HELD |
| JPMORGAN CHASE & CO | $1.7M | 36,370 | 0.00% | 16q | -22.8%-$498.9K |
| PFG Investments, LLC | $1.5M | 32,673 | 0.06% | 2q | -2.4%-$37.2K |
| WHITTIER TRUST CO | $1.5M | 31,320 | 0.01% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 29,322 | 0.00% | 22q | -2.8%-$39.7K |
| GOLDMAN SACHS GROUP INC | $1.4M | 28,875 | 0.00% | 22q | -36.2%-$770.9K |
| CITADEL ADVISORS LLC | $1.2M | 25,770 | 0.00% | 4q | +169.3%+$760.8K |
| Revolve Wealth Partners, LLC | $1.2M | 25,072 | 0.12% | 19q | +1.8%+$20.3K |
| VICUS CAPITAL | $1.0M | 22,342 | 0.07% | 19q | +1.9%+$19.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $865.7K | 18,436 | 0.00% | 10q | +113.9%+$461.0K |
| Lido Advisors, LLC | $862.9K | 18,376 | 0.00% | 22q | -5.0%-$45.1K |
| Farther Finance Advisors, LLC | $836.1K | 17,805 | 0.01% | 13q | +371.2%+$658.7K |
| Corient Private Wealth LP | $831.0K | 17,696 | 0.00% | 6q | +100.0%+$415.5K |
| COMMERCE BANK | $808.0K | 17,207 | 0.00% | 22q | -7.2%-$62.6K |
| NewEdge Advisors, LLC | $776.8K | 16,543 | 0.00% | 17q | +79.0%+$342.8K |
| Cerity Partners LLC | $700.6K | 14,919 | 0.00% | 5q | -0.7%-$5.3K |
| RTD Financial Advisors, Inc. | $684.5K | 14,576 | 0.07% | 19q | HELD |
| High Note Wealth, LLC | $672.4K | 14,318 | 0.11% | 23q | -10.1%-$75.8K |
| TIAA TRUST, NATIONAL ASSOCIATION | $666.9K | 14,201 | 0.04% | 12q | HELD |
| Napier Financial, LLC | $653.6K | 13,919 | 0.14% | 3q | +7.1%+$43.3K |
| &PARTNERS | $636.5K | 13,553 | 0.00% | 7q | -2.2%-$14.1K |
| SageView Advisory Group, LLC | $624.6K | 13,300 | 0.02% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $608.8K | 12,963 | 0.00% | 26q | +14.9%+$78.9K |
| Merit Financial Group, LLC | $596.6K | 12,704 | 0.00% | 25q | +98.6%+$296.2K |
| Continuum Advisory, LLC | $590.2K | 12,569 | 0.05% | 11q | +12.4%+$64.9K |
| IAG Wealth Partners, LLC | $583.1K | 12,416 | 0.06% | 25q | -25.5%-$199.9K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $540.0K | 11,500 | 0.01% | 20q | HELD |
| CENTRAL TRUST Co | $515.2K | 10,971 | 0.01% | 27q | -10.6%-$61.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $511.3K | 10,888 | 0.04% | 8q | +3.5%+$17.1K |
| Fingerlakes Wealth Management, Inc. | $507.6K | 10,810 | 0.27% | 19q | +5.7%+$27.3K |
| Compound Planning, Inc. | $452.9K | 9,644 | 0.01% | 5q | +58.9%+$167.8K |
| TRUIST FINANCIAL CORP | $445.4K | 9,484 | 0.00% | 7q | +1.0%+$4.4K |
| Private Advisor Group, LLC | $432.7K | 9,214 | 0.00% | 22q | -8.3%-$38.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409.5K | 8,702 | 0.00% | 12q | +12.1%+$44.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $409.0K | 8,709 | 0.01% | 8q | +2.1%+$8.3K |
| Larson Financial Group LLC | $375.1K | 7,988 | 0.01% | 23q | +12.6%+$41.9K |
| HighTower Advisors, LLC | $371.5K | 7,912 | 0.00% | 25q | +1.9%+$7.1K |
| SK Wealth Management, LLC | $352.1K | 7,268 | 0.08% | 8q | -28.0%-$136.8K |
| McClarren Financial Advisors, Inc. | $351.9K | 7,494 | 0.18% | 16q | +2.4%+$8.4K |
| SOA Wealth Advisors, LLC. | $344.4K | 7,333 | 0.06% | 13q | HELD |
| Simmons Bank | $339.9K | 7,238 | 0.02% | 21q | -9.8%-$37.1K |
| RVW Wealth, LLC | $334.2K | 7,117 | 0.02% | 15q | -0.9%-$2.9K |
| Trust Co | $328.5K | 6,996 | 0.03% | 18q | HELD |
| WealthSpring Partners, LLC | $321.0K | 6,836 | 0.28% | 3q | HELD |
| Golden State Wealth Management, LLC | $313.8K | 6,682 | 0.03% | 9q | +6.5%+$19.3K |
| Focus Partners Wealth | $307.4K | 6,547 | 0.00% | 8q | -6.9%-$22.9K |
| Bragg Financial Advisors, Inc | $301.8K | 6,426 | 0.01% | 11q | HELD |
| Mariner, LLC | $295.1K | 6,284 | 0.00% | new | NEW |
| IHT Wealth Management, LLC | $293.3K | 6,247 | 0.01% | 22q | -14.8%-$51.1K |
| Institute for Wealth Management, LLC. | $276.0K | 5,877 | 0.02% | new | NEW |
| JANE STREET GROUP, LLC | $266.1K | 5,666 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $262.8K | 5,597 | 0.01% | 3q | +47.8%+$85.0K |
| Falcon Wealth Planning | $257.7K | 5,488 | 0.02% | 5q | -3.5%-$9.4K |
| Petros Family Wealth, LLC | $257.4K | 5,481 | 0.16% | 5q | -15.2%-$46.1K |
| Stratos Wealth Partners, LTD. | $257.0K | 5,472 | 0.00% | 5q | +1.8%+$4.6K |
| AIRE ADVISORS, LLC | $251.1K | 5,347 | 0.04% | 16q | HELD |
| Ipsen Advisor Group LLC | $245.1K | 5,219 | 0.16% | 8q | +3.6%+$8.5K |
| Kelsey Financial, LLC | $239.7K | 5,104 | 0.18% | 2q | -1.0%-$2.4K |
| McAdam, LLC | $229.0K | 4,876 | 0.01% | 5q | -2.3%-$5.4K |
| MML INVESTORS SERVICES, LLC | $219.7K | 4,678 | 0.00% | new | NEW |
| PFG Advisors | $212.9K | 4,533 | 0.01% | new | NEW |
| Marshall Financial Group, LLC | $203.6K | 4,336 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $169.1K | 3,600 | 0.00% | 22q | -7.0%-$12.7K |
| Cornerstone Planning Group LLC | $158.8K | 3,479 | 0.02% | 13q | HELD |
| EP Wealth Advisors, LLC | $154.9K | 3,299 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $149.5K | 3,184 | 0.00% | 5q | HELD |
| Rockefeller Capital Management L.P. | $146.4K | 3,117 | 0.00% | 4q | -4.0%-$6.1K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $103.4K | 2,202 | 0.04% | 2q | +13.3%+$12.1K |
| Harbor Asset Planning, Inc. | $96.7K | 2,058 | 0.07% | 5q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $89.8K | 1,913 | 0.00% | 6q | -8.0%-$7.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $80.9K | 1,722 | 0.00% | 2q | HELD |
| AdvisorNet Financial, Inc | $73.0K | 1,554 | 0.00% | 28q | +125.9%+$40.7K |
| UMB Bank, n.a. | $64.9K | 1,383 | 0.00% | 21q | HELD |
| US BANCORP \DE\ | $63.2K | 1,346 | 0.00% | 11q | HELD |
| Millstone Evans Group, LLC | $62.8K | 1,337 | 0.03% | 7q | HELD |
| MOTCO | $58.6K | 1,248 | 0.01% | 17q | HELD |
| Ameritas Investment Partners, Inc. | $56.7K | 1,208 | 0.00% | 29q | +4.3%+$2.3K |
| Dunhill Financial, LLC | $54.3K | 1,157 | 0.01% | 6q | HELD |
| ABOUND FINANCIAL, LLC | $48.6K | 1,034 | 0.02% | 3q | -66.4%-$95.8K |
Showing the largest 100 of 135 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 | 130 | $265.2M | 5,651,599 | 10 | 39 | 37 | 0.0% |
| Q1 2026 | 130 | $277.5M | 6,759,432 | 8 | 48 | 35 | 0.0% |
| Q4 2025 | 135 | $304.2M | 6,364,606 | 13 | 42 | 36 | 0.0% |
| Q3 2025 | 125 | $300.3M | 6,151,177 | 9 | 28 | 48 | 0.0% |
| Q2 2025 | 122 | $328.3M | 6,776,001 | 10 | 30 | 45 | 0.0% |
| Q1 2025 | 124 | $276.8M | 6,449,200 | 13 | 35 | 39 | 0.0% |
| Q4 2024 | 125 | $313.8M | 6,617,732 | 13 | 23 | 48 | 0.0% |
| Q3 2024 | 110 | $293.8M | 6,552,527 | 10 | 36 | 35 | 0.0% |
| Q2 2024 | 109 | $265.3M | 6,344,982 | 9 | 37 | 36 | 0.0% |
| Q1 2024 | 110 | $354.3M | 7,967,349 | 7 | 40 | 35 | 0.0% |
| Q4 2023 | 118 | $310.8M | 7,344,120 | 12 | 31 | 43 | 0.0% |
| Q3 2023 | 102 | $251.0M | 6,847,874 | 8 | 37 | 27 | 0.0% |
| Q2 2023 | 101 | $252.2M | 6,462,012 | 15 | 36 | 23 | 0.0% |
| Q1 2023 | 92 | $239.0M | 6,259,404 | 4 | 36 | 30 | 0.0% |
| Q4 2022 | 88 | $237.3M | 6,743,273 | 11 | 35 | 18 | 0.0% |
| Q3 2022 | 103 | $222.8M | 6,753,764 | 9 | 44 | 25 | 0.0% |
| Q2 2022 | 105 | $234.1M | 6,794,437 | 6 | 43 | 29 | 0.0% |
| Q1 2022 | 114 | $295.7M | 6,757,042 | 20 | 54 | 20 | 0.0% |
| Q4 2021 | 106 | $294.2M | 6,057,551 | 18 | 52 | 12 | 0.0% |
| Q3 2021 | 97 | $251.0M | 4,608,245 | 11 | 45 | 21 | 0.0% |
| Q2 2021 | 92 | $235.9M | 4,316,697 | 16 | 47 | 15 | 0.0% |
| Q1 2021 | 83 | $204.9M | 4,075,047 | 20 | 40 | 7 | 0.0% |
| Q4 2020 | 71 | $180.6M | 3,652,149 | 17 | 30 | 10 | 0.0% |
| Q3 2020 | 56 | $127.4M | 3,007,557 | 4 | 29 | 6 | 0.0% |
| Q2 2020 | 57 | $105.8M | 2,714,318 | 17 | 18 | 13 | 0.0% |
| Q1 2020 | 45 | $53.1M | 1,813,653 | 9 | 19 | 7 | 0.0% |
| Q4 2019 | 48 | $43.9M | 1,242,641 | 13 | 20 | 1 | 0.0% |
| Q3 2019 | 38 | $36.3M | 1,107,059 | 6 | 15 | 10 | 0.0% |
| Q2 2019 | 35 | $39.0M | 1,159,175 | 5 | 19 | 5 | 0.0% |
| Q1 2019 | 33 | $45.8M | 1,461,236 | 11 | 11 | 5 | 0.0% |
| Q4 2018 | 22 | $35.9M | 1,369,428 | 1 | 1 | 0 | 0.0% |