HolderBook

NUSHARES ETF TR (NWLG)

Institutional ownership reported to the SEC as of Q1 2026, across 19 quarters.

7
Reporting holders
$1.5M
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

FilerValueShares Their book Held Change
RMG Wealth Management LLC$641.6K5,8760.07%newNEW
ENVESTNET ASSET MANAGEMENT INC$288.3K8,6210.00%3q+3.6%+$10.0K
CITADEL ADVISORS LLC$269.6K8,0640.00%2q+2.2%+$5.9K
Focus Partners Wealth$254.1K7,6000.00%3q-6.2%-$16.7K
Milestone Investment Advisors LLC$39.0K1,1660.01%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$6.6K1970.00%5qHELD
UBS Group AG$6720.00%2qHELD

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
Q1 20267$1.5M31,5262210.0%
Q4 20256$943.2K24,8002100.0%
Q3 20257$1.2M26,5603020.0%
Q2 20256$1.0M23,6340220.0%
Q1 20257$7.2M236,3333110.0%
Q4 20244$7.7M228,4321000.0%
Q3 20245$7.4M230,5891100.0%
Q2 20244$7.1M221,5521010.0%
Q1 20244$6.6M223,9051110.0%
Q4 20233$5.9M225,7690100.0%
Q3 20233$4.9M224,9510000.0%
Q2 20234$5.1M224,9521010.0%
Q1 20233$106.1K224,9780010.0%
Q4 20223$105.8K225,6111000.0%
Q3 20223$3.9M230,9441000.0%
Q2 20224$4.1M225,1231010.0%
Q1 20223$5.2M222,9771100.0%
Q4 20213$6.1M230,6592000.0%
Q3 20211$5.3M220,0001000.0%