13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
NUMV

NUSHARES ETF TR

135 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 67092P508·135 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.3%
vs prior quarter
13F value held
$277M
54.0% inst. owned
of float
Holders
135
-7 QoQ
filers reporting
Activity
+100 / −44
+1,049 added · −849 reduced
this quarter
Concentration
19.95%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

135 institutions reported NUMV in Q1 2026. MORGAN STANLEY leads at 20.0% of the visible book. -7 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
$55M1.4M0.00%Q1 202602
Abacus Wealth Partners, LLC
CIK 0001978011
$39M1.0M3.58%Q1 202603
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$34M870K0.13%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$23M588K0.00%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$22M561K0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M387K0.00%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M286K0.00%Q1 202608
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$10M267K0.18%Q1 202609
UBS Group AG
CIK 0001610520
$10M265K0.00%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M190K0.00%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M180K0.01%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M177K0.00%Q1 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$6M166K0.03%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M167K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$6M154K0.00%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$4M109K0.01%Q1 202617
Creative Planning
CIK 0001540235
$4M101K0.00%Q1 202618
&PARTNERS
CIK 0000107136
$4M92K0.02%Q1 202619
FIDUCIARY TRUST CO
CIK 0000035442
$3M82K0.04%Q1 202620
Invera Wealth Advisors, LLC
CIK 0001976780
$2M58K1.45%Q1 2026
Page 1 of 7
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