Filing Research | NUSHARES ETF TR Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	CGN Advisors LLC	Shares	452.9KSH	$10.0M
2	Composition Wealth, LLC	Shares	426.1KSH	$9.4M
3	Boston Standard Wealth Management, LLC	Shares	150.0KSH	$3.3M
4	XY Planning Network, Inc.	Shares	143.3KSH	$3.2M
5	A&I FINANCIAL SERVICES, LLC	Shares	55.4KSH	$1.2M
6	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	42.4KSH	$938.1K
7	D.A. DAVIDSON & CO.	Shares	36.3KSH	$803.3K
8	BayBridge Capital Group, LLC	Shares	33.8KSH	$749.0K
9	Wealthcare Advisory Partners LLC	Shares	32.5KSH	$719.4K
10	MISSION WEALTH MANAGEMENT, LP	Shares	32.1KSH	$709.7K
11	Etesian Wealth Advisors, Inc.	Shares	18.5KSH	$410.6K
12	JGP Wealth Management, LLC	Shares	17.6KSH	$389.2K
13	LIFELONG WEALTH ADVISORS, INC.	Shares	17.4KSH	$386.0K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.4KSH	$272.2K
15	Aaron Wealth Advisors LLC	Shares	12.0KSH	$265.7K
16	Avior Wealth Management, LLC	Shares	11.2KSH	$248.1K
17	LOCKERMAN FINANCIAL GROUP, INC.	Shares	10.8KSH	$238.6K
18	Clearview Wealth Management LLC	Shares	10.0KSH	$222.4K
19	Sensenig Capital Advisors, Inc	Shares	9.9KSH	$218.3K
20	TCFG Investment Advisors, LLC	Shares	9.7KSH	$213.6K
21	Wealth Enhancement Trust Services, Inc.	Shares	9.6KSH	$212.8K
22	First Pacific Financial	Shares	8.4KSH	$185.0K
23	MJT & Associates Financial Advisory Group, Inc.	Shares	3.9KSH	$85.3K
24	Three Bearings Fiduciary Advisors, Inc.	Shares	3.3KSH	$73.5K
25	Quaker Wealth Management, LLC	Shares	2.7KSH	$59.9K
26	TFC Financial Management, Inc.	Shares	1.8KSH	$39.3K
27	Bank of New Hampshire	Shares	780SH	$17.3K
28	PROFFITT & GOODSON INC	Shares	453SH	$10.0K
29	EverSource Wealth Advisors, LLC	Shares	415SH	$9.2K
30	Colorado Capital Management, Inc.	Shares	161.5KSH	$3.6K
31	PARK AVENUE SECURITIES LLC	Shares	134.6KSH	$3.0K
32	Farther Finance Advisors, LLC	Shares	1SH	$22

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

33 / 33 loaded

#		Instrument
1	XY Planning Network, Inc. new	Shares	+143.3K	+$3.2M	$3.2M
2	CGN Advisors LLC added	Shares	+29.0K	+$610.0K	$10.0M
3	Composition Wealth, LLC added	Shares	+24.8K	+$518.8K	$9.4M
4	Boston Standard Wealth Management, LLC added	Shares	+15.8K	+$333.6K	$3.3M
5	Wealthcare Advisory Partners LLC added	Shares	+8.3K	+$181.0K	$719.4K
6	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.8K	+$126.0K	$709.7K
7	BayBridge Capital Group, LLC added	Shares	+2.8K	+$55.7K	$749.0K
8	JGP Wealth Management, LLC added	Shares	+2.4K	+$52.8K	$389.2K
9	Etesian Wealth Advisors, Inc. added	Shares	+1.1K	+$22.6K	$410.6K
10	MJT & Associates Financial Advisory Group, Inc. added	Shares	+712	+$15.5K	$85.3K
11	Avior Wealth Management, LLC added	Shares	+115	+$1.7K	$248.1K
12	D.A. DAVIDSON & CO. added	Shares	+197	+$1.7K	$803.3K
13	PARK AVENUE SECURITIES LLC added	Shares	+7.8K	+$164	$3.0K
14	PROFFITT & GOODSON INC added	Shares	+3	+$33	$10.0K
15	Colorado Capital Management, Inc. added	Shares	+537	$0	$3.6K
16	Farther Finance Advisors, LLC unchanged	Shares	0	$0	$22
17	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$31	$9.2K
18	Bank of New Hampshire unchanged	Shares	0	-$59	$17.3K
19	Quaker Wealth Management, LLC added	Shares	+2	-$147	$59.9K
20	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	-$249	$73.5K
21	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	-$721	$212.8K
22	Clearview Wealth Management LLC unchanged	Shares	0	-$754	$222.4K
23	Aaron Wealth Advisors LLC unchanged	Shares	0	-$901	$265.7K
24	TCFG Investment Advisors, LLC unchanged	Shares	0	-$1.3K	$213.6K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1	-$3.2K	$272.2K
26	Sensenig Capital Advisors, Inc trimmed	Shares	-148	-$4.0K	$218.3K
27	TFC Financial Management, Inc. trimmed	Shares	-292	-$6.6K	$39.3K
28	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed	Shares	-463	-$13.5K	$938.1K
29	LIFELONG WEALTH ADVISORS, INC. trimmed	Shares	-842	-$20.0K	$386.0K
30	A&I FINANCIAL SERVICES, LLC trimmed	Shares	-2.7K	-$63.1K	$1.2M
31	LOCKERMAN FINANCIAL GROUP, INC. trimmed	Shares	-8.0K	-$178.5K	$238.6K
32	LexAurum Advisors, LLC exited	Shares	-12.5K	-$276.8K	$0
33	First Pacific Financial trimmed	Shares	-1.2M	-$27.6M	$185.0K