SEC 13F Intelligence

NULCNUSHARES ETF TR

CUSIP 67092P862 · Yahoo Finance ↗ · Google Finance ↗

Nushares Etf Tr (NULC) has 15 institutional holders in Filings Flow’s 13F database, together reporting 165.8K shares worth $7M as of Q1 2026. The largest reported holders are Tolleson Wealth Management, Inc., Commonwealth Equity Services, LLC, and Citadel Advisors LLC.

Institutional Holders
15
Q1 2026
Reported Value
$7M
Ticker
NULC
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 4Q2 ’19Q3 ’19: 3Q3 ’19Q2 ’21: 10Q2 ’21Q4 ’21: 13Q4 ’21Q4 ’22: 14Q4 ’22Q4 ’25: 22Q4 ’25Q1 ’26: 15Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $7MQ2 ’19Q3 ’19: $5MQ3 ’19Q2 ’21: $18MQ2 ’21Q4 ’21: $19MQ4 ’21Q4 ’22: $4MQ4 ’22Q4 ’25: $12MQ4 ’25Q1 ’26: $7MQ1 ’26Q2 ’26: $1,299Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Tolleson Wealth Management, Inc.$693M AUM0.54%$4M77.5KQ4 2025OLDER
Values Added Financial LLC$238M AUM0.26%$629,11113.6KQ1 2026OLDER
LongView Asset Management LLC$143M AUM0.21%$304,3856.4KQ4 2025OLDER
Strategic Financial Concepts, LLC$405M AUM0.19%$208,2434.4KQ4 2025OLDER
PW ADVISORS, LLC \ FL$133M AUM0.17%$208,6744.4KQ4 2025OLDER
JFG Wealth Management, LLC$511M AUM0.13%$688,70613.2KQ3 2025OLDER
Wealth Group Ltd$439M AUM0.12%$531,54911.5KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$97,1922.1KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.01%$38,183825Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$184,8923.9KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M67.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$488,78510.6KQ1 2026OLDER
Painted Porch Advisors LLC$210M AUM0.00%$4,94895Q4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$214,9184.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$159,6613.3KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$355,2887.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$295,2336.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M40.8KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$616,61513.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$577,09012.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$307,1976.4KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,29924Q2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$428,2479.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$932Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.