13F Insight
DOSSIER · 13F Holders · Q2 2026
NUBD

NUSHARES ETF TR

136 institutions still hold NUSHARES ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67092P870·136 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$244M
visible holders
Holders
136
filers reporting
Concentration
18.81%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

136 institutions reported NUBD in Q2 2026. MORGAN STANLEY leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$46M2.1M0.00%Q2 202602
Bank of New York Mellon Corp
CIK 0001390777
$38M1.7M0.01%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M1.7M0.01%Q2 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$20M902K0.05%Q1 202605
WCG Wealth Advisors LLC
CIK 0001855713
$12M539K0.28%Q2 202606
LPL Financial LLC
CIK 0001403438
$11M519K0.00%Q2 202607
CGN Advisors LLC
CIK 0001841506
$10M453K0.73%Q2 202608
Miracle Mile Advisors, LLC
CIK 0001585859
$9M426K0.11%Q2 202609
Westfuller Advisors, LLC
CIK 0002024115
$7M313K2.52%Q2 202610
Focus Partners Wealth
CIK 0001542153
$7M310K0.01%Q2 202611
Koss-Olinger Consulting, LLC
CIK 0001861163
$7M302K0.52%Q2 202612
Charter Oak Capital Management, LLC
CIK 0001810720
$6M272K0.47%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M261K0.00%Q2 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$5M237K0.01%Q2 202615
JPMORGAN CHASE & CO
CIK 0000019617
$5M204K0.00%Q2 202616
Perigon Wealth Management, LLC
CIK 0001575239
$4M185K0.06%Q2 202617
ASSETMARK, INC
CIK 0001344551
$4M180K0.01%Q2 202618
Colorado Capital Management, Inc.
CIK 0001664147
$4M161K1.33%Q1 202619
Boston Standard Wealth Management, LLC
CIK 0001630939
$3M150K0.48%Q2 202620
XY Planning Network, Inc.
CIK 0001873438
$3M143K0.40%Q2 2026
Page 1 of 7
116 more holders available. Log in →