Nushares ETF Trust - NUDV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 198,987 | 5,932 | 1.59% | 1.57% | 1 | +3,873 | 1.98% | Q4 2025 | Feb 03, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 176,244 | 5,254 | 1.48% | 1.49% | 2 | +6,248 | 3.68% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 99,226 | 2,958 | 0.01% | 0.01% | 3 | +17,580 | 21.53% | Q4 2025 | Feb 05, 2026 |
| eCIO, Inc. | History | Added to | 49,798 | 1,484 | 0.69% | 0.46% | 4 | +7,225 | 16.97% | Q4 2025 | Jan 20, 2026 |
| Diversified Enterprises, LLC | History | Added to | 33,045 | 985 | 0.06% | 0.06% | 5 | +483 | 1.48% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,030 | 537 | 0.0% | 0.0% | 6 | +2,445 | 15.69% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,927 | 534 | 0.01% | 0.0% | 7 | +15,308 | 584.5% | Q4 2025 | Feb 17, 2026 |
| Mason & Associates Inc | History | New | 16,591 | 494 | 0.09% | — | 8 | +16,591 | New | Q4 2025 | Feb 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 14,410 | 404 | 0.1% | — | 9 | +14,410 | New | Q4 2025 | Jan 23, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 11,906 | 354 | 0.02% | 0.03% | 10 | -1,700 | -12.49% | Q4 2025 | Jan 29, 2026 |
| Prism Advisors, Inc. | History | No change | 8,233 | 245 | 0.07% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,896 | 235 | 0.0% | 0.0% | 12 | +50 | 0.64% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | No change | 7,697 | 229 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | New | 6,738 | 200 | 0.04% | — | 14 | +6,738 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,800 | 172 | 0.0% | — | 15 | +5,800 | New | Q4 2025 | Feb 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 3,487 | 103 | 0.08% | — | 16 | +3,487 | New | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 2,908 | 86 | 0.03% | 0.03% | 17 | +4 | 0.14% | Q4 2025 | Jan 28, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,898 | 56 | 0.01% | 0.06% | 18 | -7,843 | -80.52% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,399 | 41 | 0.0% | 0.0% | 19 | +503 | 56.14% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 1,305 | 38 | 0.01% | 0.01% | 20 | -25 | -1.88% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 563 | 16 | 0.0% | 0.0% | 21 | +100 | 21.6% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 116 | 3 | 0.0% | — | 22 | +116 | New | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,093 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,761 | -100.0% | Q3 2025 | Oct 30, 2025 |
| UBS Group AG | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |