Nushares ETF Trust - NPFI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berger Financial Group, Inc | History | Reduced | 574,054 | 15,010 | 0.77% | 0.83% | 1 | -4,580 | -0.79% | Q2 2026 | Aug 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 182,038 | 4,760 | 0.8% | 0.38% | 2 | +114,481 | 169.46% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | New | 110,372 | 2,886 | 0.43% | — | 3 | +110,372 | New | Q2 2026 | Jul 28, 2026 |
| MBL Wealth, LLC | History | Added to | 83,617 | 2,186 | 0.15% | 0.03% | 4 | +70,617 | 543.21% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 83,628 | 2,154 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 72,768 | 1,902 | 0.0% | 0.0% | 6 | +26,258 | 56.46% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 71,786 | 1,877 | 0.01% | 0.01% | 7 | +9,143 | 14.6% | Q2 2026 | Sep 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 46,183 | 1,207 | 0.0% | 0.0% | 8 | +32,084 | 227.56% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 38,000 | 993 | 0.03% | 0.03% | 9 | -1,300 | -3.31% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 26,879 | 702 | 0.0% | 0.0% | 11 | -4,324 | -13.86% | Q2 2026 | Sep 23, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 26,870 | 702 | 0.0% | 0.0% | 10 | +1,421 | 5.58% | Q2 2026 | Aug 17, 2026 |
| Buckley Wealth Management, LLC | History | Added to | 20,936 | 547 | 0.14% | 0.13% | 12 | +1,000 | 5.02% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,496 | 352 | 0.01% | 0.01% | 13 | -40 | -0.3% | Q2 2026 | Jul 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,744 | 280 | 0.0% | 0.0% | 14 | +1,968 | 22.42% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,674 | 252 | 0.0% | 0.0% | 15 | +1,008 | 11.63% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 8,975 | 234 | 0.0% | — | 16 | +8,975 | New | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,655 | 226 | 0.0% | 0.0% | 17 | +274 | 3.27% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Added to | 1,157 | 30 | 0.0% | 0.0% | 18 | +11 | 0.96% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 357 | 9 | 0.0% | — | 20 | +357 | New | Q2 2026 | Aug 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 172 | 4 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truvestments Capital LLC | History | New | 141 | 3 | 0.0% | — | 22 | +141 | New | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,598 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,132 | -100.0% | Q2 2026 | Aug 14, 2026 |