Filing Research | NUSHARES ETF TR Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	PFG Investments, LLC	Shares	32.7KSH	$1.5M
2	Revolve Wealth Partners, LLC	Shares	25.1KSH	$1.2M
3	Farther Finance Advisors, LLC	Shares	17.8KSH	$836.1K
4	RTD Financial Advisors, Inc.	Shares	14.6KSH	$684.5K
5	High Note Wealth, LLC	Shares	14.3KSH	$672.4K
6	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	10.9KSH	$511.3K
7	Fingerlakes Wealth Management, Inc.	Shares	10.8KSH	$507.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.7KSH	$409.5K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	8.7KSH	$409.0K
10	McClarren Financial Advisors, Inc.	Shares	7.5KSH	$351.9K
11	SOA Wealth Advisors, LLC.	Shares	7.3KSH	$344.4K
12	RVW Wealth, LLC	Shares	7.1KSH	$334.2K
13	Trust Co	Shares	7.0KSH	$328.5K
14	Golden State Wealth Management, LLC	Shares	6.7KSH	$313.8K
15	Merit Financial Group, LLC	Shares	6.4KSH	$298.3K
16	Falcon Wealth Planning	Shares	5.5KSH	$257.7K
17	PFG Advisors	Shares	4.5KSH	$212.9K
18	Marshall Financial Group, LLC	Shares	4.3KSH	$203.6K
19	Harbor Asset Planning, Inc.	Shares	2.1KSH	$96.7K
20	AdvisorNet Financial, Inc	Shares	1.6KSH	$73.0K
21	MJT & Associates Financial Advisory Group, Inc.	Shares	960SH	$45.1K
22	Triumph Capital Management	Shares	540SH	$25.4K
23	Three Bearings Fiduciary Advisors, Inc.	Shares	353SH	$16.6K
24	CoreCap Advisors, LLC	Shares	340SH	$16.0K
25	Crewe Advisors LLC	Shares	303SH	$14.2K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	113SH	$5.3K
27	IFP Advisors, Inc	Shares	69SH	$3.2K
28	Cape Investment Advisory, Inc.	Shares	59SH	$2.8K
29	LANARK FINANCIAL, INC.	Shares	54SH	$2.5K
30	EverSource Wealth Advisors, LLC	Shares	53SH	$2.5K
31	CX Institutional	Shares	7.5KSH	$353

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+14.0K	+$679.8K	$836.1K
2	PFG Advisors new	Shares	+4.5K	+$212.9K	$212.9K
3	Marshall Financial Group, LLC new	Shares	+4.3K	+$203.6K	$203.6K
4	Revolve Wealth Partners, LLC added	Shares	+433	+$165.2K	$1.2M
5	PFG Investments, LLC trimmed	Shares	-793	+$159.5K	$1.5M
6	Fingerlakes Wealth Management, Inc. added	Shares	+581	+$87.4K	$507.6K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+938	+$86.4K	$409.5K
8	RTD Financial Advisors, Inc. trimmed	Shares	-1	+$85.7K	$684.5K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+176	+$58.4K	$409.0K
10	Golden State Wealth Management, LLC added	Shares	+410	+$56.1K	$313.8K
11	McClarren Financial Advisors, Inc. added	Shares	+179	+$51.4K	$351.9K
12	AdvisorNet Financial, Inc added	Shares	+866	+$44.7K	$73.0K
13	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$43.1K	$344.4K
14	Trust Co added	Shares	+2	+$41.2K	$328.5K
15	RVW Wealth, LLC trimmed	Shares	-62	+$39.3K	$334.2K
16	Merit Financial Group, LLC trimmed	Shares	-45	+$35.5K	$298.3K
17	Falcon Wealth Planning trimmed	Shares	-200	+$24.1K	$257.7K
18	High Note Wealth, LLC trimmed	Shares	-1.6K	+$17.9K	$672.4K
19	Harbor Asset Planning, Inc. unchanged	Shares	0	+$12.1K	$96.7K
20	Triumph Capital Management unchanged	Shares	0	+$3.2K	$25.4K
21	Cape Investment Advisory, Inc. new	Shares	+59	+$2.8K	$2.8K
22	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	+$2.1K	$16.6K
23	CoreCap Advisors, LLC unchanged	Shares	0	+$2.0K	$16.0K
24	Crewe Advisors LLC unchanged	Shares	0	+$1.8K	$14.2K
25	MJT & Associates Financial Advisory Group, Inc. trimmed	Shares	-111	+$1.1K	$45.1K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$647	$5.3K
27	LANARK FINANCIAL, INC. unchanged	Shares	0	+$317	$2.5K
28	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$312	$2.5K
29	CX Institutional added	Shares	+443	+$62	$353
30	IFP Advisors, Inc trimmed	Shares	-125	-$4.7K	$3.2K
31	Dynamic Advisor Solutions LLC exited	Shares	-5.0K	-$204.5K	$0
32	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-7.3K	-$299.7K	$0
33	Neumann Capital Management, LLC exited	Shares	-11.5K	-$471.2K	$0