NUSHARES ETF TR (NUMV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
125
Reporting holders
$346.7M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | $47.3M | 1,086,988 | 4.97% | 23q | +7.3%+$3.2M |
| MORGAN STANLEY | $45.8M | 1,052,010 | 0.00% | 29q | -26.1%-$16.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $35.0M | 804,525 | 0.12% | 2q | -7.5%-$2.9M |
| Bank of New York Mellon Corp | $27.1M | 624,036 | 0.00% | 18q | +6.1%+$1.6M |
| ROYAL BANK OF CANADA | $24.5M | 563,771 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 388,216 | 0.00% | 7q | HELD |
| BANK OF AMERICA CORP /DE/ | $12.4M | 284,146 | 0.00% | 31q | -0.6%-$78.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $11.6M | 266,948 | 0.17% | 27q | HELD |
| UBS Group AG | $11.6M | 266,019 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $8.7M | 199,475 | 0.00% | 20q | -47.6%-$7.9M |
| JONES FINANCIAL COMPANIES LLLP | $8.2M | 188,209 | 0.00% | 19q | +12.7%+$923.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 187,468 | 0.01% | 28q | +4.0%+$311.9K |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 184,442 | 0.00% | 25q | +4.1%+$313.0K |
| Beacon Pointe Advisors, LLC | $7.2M | 164,656 | 0.03% | 26q | -0.7%-$50.8K |
| LPL Financial LLC | $6.6M | 151,988 | 0.00% | 28q | -1.1%-$70.4K |
| Rockefeller Capital Management L.P. | $4.7M | 108,835 | 0.01% | 21q | HELD |
| Creative Planning | $4.4M | 101,067 | 0.00% | 20q | HELD |
| &PARTNERS | $4.3M | 99,159 | 0.02% | 8q | +8.1%+$322.3K |
| Fiduciary Trust Co | $3.6M | 81,670 | 0.04% | 30q | HELD |
| WCG Wealth Advisors LLC | $2.8M | 63,618 | 0.07% | 17q | +10.9%+$272.6K |
| JPMORGAN CHASE & CO | $2.2M | 50,806 | 0.00% | 16q | +44.5%+$682.0K |
| Cetera Investment Advisers | $2.1M | 47,195 | 0.00% | 23q | +7.6%+$144.4K |
| PNC Financial Services Group, Inc. | $1.9M | 44,095 | 0.00% | 22q | +2.2%+$40.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 43,887 | 0.16% | 8q | -6.8%-$139.0K |
| EP Wealth Advisors, LLC | $1.8M | 42,020 | 0.01% | new | NEW |
| Mariner, LLC | $1.7M | 39,446 | 0.00% | 10q | -8.4%-$157.8K |
| REGATTA CAPITAL GROUP, LLC | $1.5M | 34,929 | 0.20% | 18q | +1.2%+$18.2K |
| Invera Wealth Advisors, LLC | $1.3M | 30,584 | 0.71% | 11q | -47.4%-$1.2M |
| Cresset Asset Management, LLC | $1.3M | 29,881 | 0.00% | 15q | +1.3%+$17.2K |
| Revolve Wealth Partners, LLC | $1.3M | 28,990 | 0.13% | 16q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 27,436 | 0.00% | 19q | -10.7%-$142.3K |
| Heritage Wealth Advisors | $1.2M | 26,914 | 0.04% | 20q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $1.2M | 26,704 | 0.07% | 12q | HELD |
| Corient Private Wealth LP | $1.1M | 25,836 | 0.00% | 6q | +100.0%+$561.8K |
| RTD Financial Advisors, Inc. | $948.6K | 21,811 | 0.10% | 19q | HELD |
| Farther Finance Advisors, LLC | $947.0K | 21,776 | 0.01% | 15q | +366.5%+$744.0K |
| Lido Advisors, LLC | $906.7K | 20,848 | 0.00% | 22q | +57.9%+$332.4K |
| CENTRAL TRUST Co | $892.2K | 20,515 | 0.02% | 27q | HELD |
| MML INVESTORS SERVICES, LLC | $883.2K | 20,309 | 0.00% | 11q | +8.6%+$69.9K |
| OSAIC HOLDINGS, INC. | $865.6K | 19,900 | 0.00% | 26q | +11.4%+$88.9K |
| Fingerlakes Wealth Management, Inc. | $832.2K | 19,135 | 0.45% | 19q | HELD |
| NewEdge Advisors, LLC | $821.8K | 18,896 | 0.00% | 19q | +16.3%+$115.1K |
| Carson Advisory Inc. | $785.9K | 18,070 | 0.36% | 19q | HELD |
| AMERIPRISE FINANCIAL INC | $784.3K | 18,034 | 0.00% | 4q | -33.2%-$390.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $783.1K | 18,007 | 0.01% | 20q | HELD |
| STIFEL FINANCIAL CORP | $759.3K | 17,459 | 0.00% | 14q | HELD |
| RVW Wealth, LLC | $744.2K | 17,113 | 0.05% | 19q | HELD |
| VICUS CAPITAL | $735.1K | 16,903 | 0.05% | 13q | -1.1%-$7.8K |
| SageView Advisory Group, LLC | $695.8K | 16,000 | 0.02% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $690.4K | 15,874 | 0.00% | 2q | -64.8%-$1.3M |
| Parallel Advisors, LLC | $636.5K | 14,636 | 0.01% | 6q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $567.6K | 13,052 | 0.01% | 21q | +40.4%+$163.2K |
| COMMERCE BANK | $516.7K | 11,881 | 0.00% | 22q | HELD |
| PFG Investments, LLC | $505.9K | 11,632 | 0.02% | 2q | HELD |
| Stratos Investment Management, LLC | $498.0K | 11,450 | 0.02% | 20q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $482.5K | 10,906 | 0.00% | 9q | +92.5%+$231.9K |
| Private Advisor Group, LLC | $474.0K | 10,899 | 0.00% | 16q | -14.3%-$79.3K |
| LexAurum Advisors, LLC | $454.7K | 10,456 | 0.05% | 7q | +4.5%+$19.8K |
| Trust Co | $425.2K | 9,778 | 0.04% | 18q | -4.8%-$21.7K |
| Cornerstone Financial Management LLC | $422.9K | 9,724 | 0.34% | 3q | +3.6%+$14.6K |
| Simmons Bank | $416.7K | 9,582 | 0.02% | 21q | -10.0%-$46.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $403.6K | 9,281 | 0.00% | 3q | +77.6%+$176.4K |
| Bragg Financial Advisors, Inc | $393.5K | 9,049 | 0.01% | 14q | HELD |
| ASSETMARK, INC | $386.5K | 8,886 | 0.00% | 7q | +11.9%+$41.2K |
| Focus Partners Wealth | $358.9K | 8,253 | 0.00% | 8q | -0.6%-$2.3K |
| Falcon Wealth Planning | $346.1K | 7,959 | 0.02% | 13q | -9.8%-$37.8K |
| FIRST MANHATTAN CO. LLC. | $343.6K | 7,900 | 0.00% | 3q | HELD |
| Private Wealth Management Group, LLC | $300.0K | 6,897 | 0.07% | 11q | -35.7%-$166.6K |
| Ipsen Advisor Group LLC | $298.1K | 6,854 | 0.19% | 4q | +3.0%+$8.8K |
| Dynamic Advisor Solutions LLC | $296.3K | 6,814 | 0.01% | 21q | +1.9%+$5.5K |
| McAdam, LLC | $273.4K | 6,288 | 0.01% | 6q | -8.8%-$26.4K |
| Summit Financial, LLC | $273.1K | 6,280 | 0.00% | 2q | HELD |
| STAGE HARBOR FINANCIAL, LLC | $250.3K | 5,755 | 0.14% | 11q | HELD |
| Wealthcare Advisory Partners LLC | $248.9K | 5,723 | 0.00% | 10q | -2.3%-$6.0K |
| HighTower Advisors, LLC | $235.5K | 5,415 | 0.00% | 4q | -5.4%-$13.4K |
| Joel Adams & Associates, Inc. | $232.8K | 5,353 | 0.15% | 5q | -1.4%-$3.2K |
| RMG Wealth Management LLC | $229.0K | 4,330 | 0.02% | new | NEW |
| McClarren Financial Advisors, Inc. | $227.7K | 5,235 | 0.12% | new | NEW |
| Equitable Holdings, Inc. | $224.4K | 5,159 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $220.6K | 5,073 | 0.01% | 6q | HELD |
| BLUELINE ADVISORS LLC | $213.6K | 4,911 | 0.15% | 3q | -0.5%-$1.1K |
| Institute for Wealth Management, LLC. | $210.8K | 4,848 | 0.02% | new | NEW |
| Legacy Edge Advisors, LLC | $208.3K | 4,790 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $152.4K | 3,503 | 0.00% | 8q | +3.5%+$5.1K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $121.4K | 2,791 | 0.05% | 2q | +7.4%+$8.4K |
| Steward Partners Investment Advisory, LLC | $120.5K | 2,772 | 0.00% | 27q | +13.9%+$14.7K |
| Addison Advisors LLC | $117.7K | 2,707 | 0.06% | 22q | -86.2%-$735.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $96.5K | 2,220 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO | $94.3K | 2,138 | 0.00% | 30q | -7.3%-$7.4K |
| UMB Bank, n.a. | $87.7K | 2,017 | 0.00% | 22q | -7.6%-$7.2K |
| Greykasell Wealth Strategies, Inc. | $79.8K | 1,834 | 0.03% | 7q | HELD |
| ABOUND FINANCIAL, LLC | $74.4K | 1,711 | 0.03% | 7q | -68.4%-$161.2K |
| AdvisorNet Financial, Inc | $68.8K | 1,582 | 0.00% | 24q | +149.5%+$41.2K |
| Tower Research Capital LLC (TRC) | $68.1K | 1,565 | 0.00% | 2q | -88.2%-$510.7K |
| FMR LLC | $61.9K | 1,424 | 0.00% | 19q | +10.0%+$5.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $59.1K | 1,359 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $53.3K | 1,225 | 0.00% | 29q | +4.3%+$2.2K |
| FIFTH THIRD BANCORP | $41.6K | 957 | 0.00% | 2q | -23.5%-$12.8K |
| Concord Wealth Partners | $35.2K | 809 | 0.00% | new | NEW |
| Three Bearings Fiduciary Advisors, Inc. | $34.7K | 797 | 0.03% | new | FIRST |
Showing the largest 100 of 131 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 | 125 | $346.7M | 7,970,596 | 12 | 34 | 36 | 0.0% |
| Q1 2026 | 126 | $331.0M | 8,553,385 | 12 | 41 | 33 | 0.0% |
| Q4 2025 | 120 | $342.1M | 8,752,882 | 6 | 49 | 27 | 0.0% |
| Q3 2025 | 120 | $317.0M | 8,166,386 | 10 | 33 | 36 | 0.0% |
| Q2 2025 | 114 | $314.1M | 8,712,930 | 3 | 37 | 30 | 0.0% |
| Q1 2025 | 117 | $281.2M | 8,221,299 | 9 | 28 | 42 | 0.0% |
| Q4 2024 | 117 | $272.0M | 7,811,242 | 11 | 44 | 34 | 0.0% |
| Q3 2024 | 105 | $282.8M | 7,677,116 | 9 | 30 | 32 | 0.0% |
| Q2 2024 | 106 | $254.9M | 7,714,587 | 10 | 33 | 34 | 0.0% |
| Q1 2024 | 101 | $358.2M | 10,479,254 | 7 | 31 | 34 | 0.0% |
| Q4 2023 | 106 | $305.4M | 9,683,988 | 8 | 35 | 40 | 0.0% |
| Q3 2023 | 93 | $243.7M | 8,570,700 | 5 | 33 | 29 | 0.0% |
| Q2 2023 | 96 | $260.9M | 8,803,964 | 4 | 41 | 31 | 0.0% |
| Q1 2023 | 96 | $237.1M | 8,265,027 | 6 | 47 | 15 | 0.0% |
| Q4 2022 | 88 | $233.6M | 7,852,189 | 13 | 40 | 16 | 0.0% |
| Q3 2022 | 98 | $214.8M | 7,556,795 | 12 | 43 | 20 | 0.0% |
| Q2 2022 | 96 | $224.8M | 7,342,323 | 5 | 47 | 22 | 0.0% |
| Q1 2022 | 97 | $252.2M | 7,000,327 | 17 | 53 | 10 | 0.0% |
| Q4 2021 | 85 | $215.4M | 5,832,642 | 12 | 39 | 10 | 0.0% |
| Q3 2021 | 82 | $194.4M | 5,357,814 | 14 | 33 | 14 | 0.0% |
| Q2 2021 | 72 | $178.7M | 4,924,993 | 17 | 36 | 10 | 0.0% |
| Q1 2021 | 58 | $154.1M | 4,459,004 | 11 | 26 | 7 | 0.0% |
| Q4 2020 | 47 | $127.2M | 4,205,045 | 5 | 19 | 8 | 0.0% |
| Q3 2020 | 39 | $86.7M | 3,397,803 | 4 | 16 | 5 | 0.0% |
| Q2 2020 | 41 | $73.5M | 3,074,820 | 7 | 22 | 6 | 0.0% |
| Q1 2020 | 35 | $47.3M | 2,341,115 | 3 | 25 | 2 | 0.0% |
| Q4 2019 | 37 | $33.1M | 1,093,415 | 5 | 13 | 6 | 0.0% |
| Q3 2019 | 34 | $44.2M | 1,520,593 | 10 | 9 | 5 | 0.0% |
| Q2 2019 | 26 | $40.7M | 1,430,316 | 4 | 11 | 3 | 0.0% |
| Q1 2019 | 25 | $41.8M | 1,532,578 | 8 | 7 | 4 | 0.0% |
| Q4 2018 | 19 | $33.9M | 1,422,266 | 1 | 2 | 0 | 0.0% |