Nushares ETF Trust - NUDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CGC Financial Services, LLC | History | Reduced | 198,448 | 6,102 | 1.76% | 1.59% | 1 | -539 | -0.27% | Q1 2026 | Apr 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 183,679 | 5,648 | 1.58% | 1.48% | 2 | +7,435 | 4.22% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 105,233 | 3,236 | 0.01% | 0.01% | 3 | +6,007 | 6.05% | Q1 2026 | Apr 30, 2026 |
| eCIO, Inc. | History | Added to | 54,596 | 1,678 | 0.74% | 0.69% | 4 | +4,798 | 9.63% | Q1 2026 | Apr 14, 2026 |
| Diversified Enterprises, LLC | History | Added to | 36,265 | 1,115 | 0.06% | 0.06% | 5 | +3,220 | 9.74% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 31,148 | 957 | 0.0% | — | 6 | +31,148 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,161 | 589 | 0.0% | 0.0% | 7 | +1,131 | 6.27% | Q1 2026 | Apr 27, 2026 |
| Mason & Associates Inc | History | Reduced | 16,377 | 496 | 0.1% | 0.09% | 8 | -214 | -1.29% | Q1 2026 | Apr 30, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 14,302 | 395 | 0.1% | 0.1% | 9 | -108 | -0.75% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 11,706 | 359 | 0.02% | 0.02% | 10 | -200 | -1.68% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,079 | 309 | 0.0% | 0.0% | 11 | +2,183 | 27.65% | Q1 2026 | May 05, 2026 |
| Prism Advisors, Inc. | History | No change | 8,233 | 253 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | No change | 7,697 | 236 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 3,198 | 98 | 0.08% | 0.08% | 14 | -289 | -8.29% | Q1 2026 | Apr 07, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 2,910 | 89 | 0.03% | 0.03% | 15 | +2 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Addison Advisors LLC | History | Added to | 2,615 | 80 | 0.02% | 0.01% | 16 | +1,310 | 100.38% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,849 | 56 | 0.0% | 0.0% | 17 | +450 | 32.17% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,496 | 46 | 0.01% | 0.01% | 18 | -402 | -21.18% | Q1 2026 | Apr 13, 2026 |
| Financial Perspectives, Inc | History | New | 641 | 19 | 0.01% | — | 19 | +641 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 563 | 17 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 170 | 5 | 0.0% | — | 21 | +170 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 116 | 3 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -17,927 | -100.0% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,738 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,800 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |