DOSSIER · 13F Holders · Q2 2026
NUMV

NUSHARES ETF TR

139 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 67092P508·139 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$299M
visible holders
Holders
139
filers reporting
Concentration
15.83%
Abacus Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

139 institutions reported NUMV in Q2 2026. Abacus Wealth Partners, LLC leads at 15.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Abacus Wealth Partners, LLC
CIK 0001978011
$47M1.1M4.97%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$46M1.1M0.00%Q2 2026
03
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$35M805K0.12%Q2 2026
04
Bank of New York Mellon Corp
CIK 0001390777
$27M624K0.00%Q2 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$25M564K0.00%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M388K0.00%Q2 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M284K0.00%Q2 2026
08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$12M267K0.17%Q2 2026
09
UBS Group AG
CIK 0001610520
$12M266K0.00%Q2 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M199K0.00%Q2 2026
11
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M188K0.00%Q2 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M187K0.01%Q2 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M184K0.00%Q2 2026
14
Beacon Pointe Advisors, LLC
CIK 0001744317
$7M165K0.03%Q2 2026
15
LPL Financial LLC
CIK 0001403438
$7M152K0.00%Q2 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$5M109K0.01%Q2 2026
17
Creative Planning
CIK 0001540235
$4M101K0.00%Q2 2026
18
&PARTNERS
CIK 0000107136
$4M99K0.02%Q2 2026
19
FIDUCIARY TRUST CO
CIK 0000035442
$4M82K0.04%Q2 2026
20
WCG Wealth Advisors LLC
CIK 0001855713
$3M64K0.07%Q2 2026
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