Nushares ETF Trust - NULC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tolleson Wealth Management, Inc. | History | No change | 77,463 | 3,706 | 0.54% | 0.54% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,280 | 3,113 | 0.0% | 0.0% | 2 | +43,209 | 179.51% | Q1 2026 | Apr 27, 2026 |
| Values Added Financial LLC | History | Added to | 13,593 | 629 | 0.26% | 0.25% | 3 | +1,234 | 9.98% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Added to | 13,323 | 616 | 0.0% | 0.0% | 4 | +133 | 1.01% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,469 | 577 | 0.0% | 0.0% | 5 | +1,890 | 17.87% | Q1 2026 | May 15, 2026 |
| Wealth Group Ltd | History | New | 11,485 | 531 | 0.12% | — | 6 | +11,485 | New | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,561 | 488 | 0.0% | 0.0% | 7 | +279 | 2.71% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,253 | 428 | 0.0% | 0.0% | 8 | -1,505 | -13.99% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,677 | 355 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LongView Asset Management LLC | History | No change | 6,361 | 304 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,379 | 295 | 0.0% | 0.0% | 11 | -2,035 | -24.19% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,201 | 287 | 0.0% | 0.0% | 12 | -147 | -2.32% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,644 | 214 | 0.0% | — | 13 | +4,644 | New | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,100 | 97 | 0.01% | 0.02% | 14 | +100 | 5.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 825 | 38 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,771 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,420 | -100.0% | Q1 2026 | May 12, 2026 |
| PW ADVISORS, LLC \ FL | History | Closed out | 0 | 0 | — | 0.17% | — | -4,361 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,352 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,864 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,337 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 2 | 0 | — | 0.0% | — | -256 | -99.22% | Q1 2026 | May 05, 2026 |