13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
NUBD

NUSHARES ETF TR

134 institutions still hold NUSHARES ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67092P870·134 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.3%
vs prior quarter
13F value held
$245M
57.0% inst. owned
of float
Holders
134
-12 QoQ
filers reporting
Activity
+39 / −26
+869 added · −849 reduced
this quarter
Concentration
17.88%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported NUBD in Q1 2026. MORGAN STANLEY leads at 17.9% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$44M2.0M0.00%Q1 202602
Bank of New York Mellon Corp
CIK 0001390777
$37M1.6M0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M1.5M0.01%Q1 202604
First Pacific Financial
CIK 0001810089
$28M1.3M3.58%Q1 202605
WCG Wealth Advisors LLC
CIK 0001855713
$17M761K0.47%Q1 202606
LPL Financial LLC
CIK 0001403438
$11M497K0.00%Q1 202607
CGN Advisors LLC
CIK 0001841506
$9M424K0.74%Q1 202608
Miracle Mile Advisors, LLC
CIK 0001585859
$9M401K0.12%Q1 202609
Focus Partners Wealth
CIK 0001542153
$7M316K0.01%Q4 202510
Westfuller Advisors, LLC
CIK 0002024115
$7M317K3.04%Q1 202611
Koss-Olinger Consulting, LLC
CIK 0001861163
$6M282K0.53%Q1 202612
Charter Oak Capital Management, LLC
CIK 0001810720
$6M272K0.47%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M263K0.00%Q1 202614
Perigon Wealth Management, LLC
CIK 0001575239
$5M204K0.08%Q1 202615
ASSETMARK, INC
CIK 0001344551
$4M186K0.01%Q4 202516
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$4M171K0.04%Q1 202617
Boston Standard Wealth Management, LLC
CIK 0001630939
$3M134K0.49%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$3M133K0.00%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M126K0.00%Q1 202620
RETIREMENT CAPITAL STRATEGIES
CIK 0001672681
$3M125K1.05%Q1 2026
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