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Disclosery

NUMV NUSHARES ETF TR

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ETF (fund)

127 managers (127 13F filers) reported a position in NUMV shares at 2025-12-31, 8,810,609 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
127
13F filers
127
New
6
Added
57
Reduced
33
Sold out
9
Shares held by filers
8,810,609

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,468,247$57.4M<0.01%+15,16013F-HR/ATimelineGroup
Abacus Wealth Partners, LLC988,370$38.7M3.79%+45,95213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA938,467$36.7M0.09%-19,39413F-HRTimelineGroup
LPL Financial LLC589,741$23.1M0.01%+10,78113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp573,559$22.4M<0.01%+111,23213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC538,302$21M0.01%-30,88313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA537,508$21M<0.01%+16,74513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/291,578$11.4M<0.01%-3,94113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…271,862$10.6M0.19%+8,04613F-HRTimeline
UBS Group AGin group UBS Group AG262,616$10.3M<0.01%-1,16513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC165,771$6.48M0.01%+19,76013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN160,646$6.28M<0.01%+21,69713F-HRTimelineGroup
Beacon Pointe Advisors, LLC157,154$6.14M0.04%+6,58413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135,803$5.31M<0.01%+21,37313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,766$4.72M<0.01%+29,41513F-HRTimelineGroup
Creative Planningin group Creative Planning100,641$3.94M<0.01%-35813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,946$3.91M0.01%+77,21013F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co81,670$3.19M0.04%013F-HRTimelineGroup
&PARTNERS60,120$2.35M0.01%+42,76413F-HRTimeline
Invera Wealth Advisors, LLC59,513$2.33M1.47%-2,28313F-HRTimeline
WCG Wealth Advisors LLC56,111$2.19M0.06%+45,02813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…47,083$1.84M0.17%+47013F-HRTimelineGroup
Cetera Investment Advisers40,793$1.59M<0.01%-13,89413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,367$1.5M<0.01%+23,42513F-HRTimelineGroup
Opes Wealth Management LLC38,245$1.5M0.25%+13013F-HRTimeline
Mariner, LLCin group Mariner, LLC37,939$1.48M<0.01%+11,81913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,936$1.29M<0.01%new13F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC31,769$1.24M0.19%-2,39913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,623$1.2M<0.01%+1,10613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,883$1.17M<0.01%-29913F-HR/ATimelineGroup
Revolve Wealth Partners, LLC28,979$1.13M0.13%+1,21513F-HRTimeline
Cresset Asset Management, LLC28,570$1.12M<0.01%+66413F-HRTimeline
rebel Financial LLC28,401$1.11M0.47%+28,40113F-HRTimeline
Heritage Wealth Advisors25,919$1.01M0.04%+25413F-HRTimeline
RTD Financial Advisors, Inc.21,889$856K0.1%-2,22613F-HRTimeline
WealthShield Partners, LLC21,582$844K0.09%-28113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,527$803K<0.01%-3,90413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,390$797K<0.01%+13,07113F-HRTimeline
NewEdge Advisors, LLC19,395$758K<0.01%-64613F-HRTimeline
Addison Advisors LLC19,359$757K0.17%+34913F-HRTimeline
Parkside Financial Bank & Trust19,180$750K0.06%+21813F-HRTimeline
Carson Advisory Inc.18,970$742K0.39%013F-HRTimeline
Fingerlakes Wealth Management, Inc.18,967$742K0.47%+37113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,007$704K0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,017$704K<0.01%+2,12013F-HRTimelineGroup
VICUS CAPITAL17,743$694K0.05%-2,90613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,545$686K<0.01%+16913F-HRTimelineGroup
RVW Wealth, LLC17,182$672K0.05%-78213F-HRTimeline
CENTRAL TRUST Co16,903$661K0.01%+3,07013F-HRTimeline
SageView Advisory Group, LLC16,000$626K0.02%+1,50013F-HRTimeline
Neumann Capital Management, LLC15,930$623K0.18%013F-HRTimeline
Parallel Advisors, LLC14,136$553K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,937$506K<0.01%-1,53613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,918$505K<0.01%013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,592$492K<0.01%-64813F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,030$470K<0.01%+50313F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…11,510$450K0.02%013F-HRTimelineGroup
Private Advisor Group, LLC11,503$450K<0.01%+27413F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.11,450$448K0.02%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC11,420$442K<0.01%+55313F-HRTimelineGroup
Betterment LLC11,172$437K<0.01%-22913F-HRTimeline
Dynamic Advisor Solutions LLC11,023$431K0.01%-28,50113F-HRTimeline
Trust Co10,788$422K0.04%+113F-HRTimeline
Simmons Bankin group Simmons Bank10,680$418K0.03%+3613F-HRTimelineGroup
Private Wealth Management Group, LLC10,496$410K0.11%+77713F-HRTimeline
Cornerstone Financial Management LLC10,278$402K0.38%13F-HR/ATimeline
WHITTIER TRUST CO9,806$395K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,322$364K<0.01%-10013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC9,266$362K0.01%+8013F-HRTimeline
Falcon Wealth Planning9,029$353K0.03%-1313F-HRTimeline
Bragg Financial Advisors, Inc8,611$337K0.01%013F-HRTimeline
CX Institutional8,561$335K0.01%+1,66213F-HRTimeline
Evergreen Private Wealth LLC8,407$329K0.13%-58913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,132$328K<0.01%+84713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,306$325K<0.01%+5313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,268$323K<0.01%new13F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.7,900$309K<0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,753$303K0.06%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,426$290K<0.01%+30713F-HRTimelineGroup
Joel Adams & Associates, Inc.7,357$288K0.22%-2,32913F-HRTimeline
ABOUND FINANCIAL, LLC7,064$276K0.11%-80613F-HR/ATimeline
McAdam, LLC6,891$269K0.01%-2313F-HRTimeline
VestGen Advisors, LLC6,774$265K0.01%013F-HRTimeline
RMG Wealth Management LLC11,818$257K0.03%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,280$246K0.03%013F-HRTimeline
Ipsen Advisor Group LLC6,271$245K0.17%+19213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,860$229K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.5,803$227K0.02%+44913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC5,755$225K0.15%-71813F-HRTimeline
Farther Finance Advisors, LLC5,576$218K<0.01%+93113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,463$214K0.01%+9213F-HRTimeline
HighTower Advisors, LLC5,342$209K<0.01%+413F-HRTimeline
Steward Partners Investment Advisory, L…2,572$101K<0.01%+2213F-HRTimeline
UMB Bank, n.a.2,183$85.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.1,913$74.8K<0.01%+3313F-HRTimeline
BLUELINE ADVISORS LLC1,857$72.6K0.06%13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,834$71.7K0.03%013F-HRTimeline
COMERICA BANK1,357$53K<0.01%-40613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,175$46K<0.01%+713F-HRTimelineGroup
FMR LLCin group FMR LLC986$38.5K<0.01%-36913F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC870$34K<0.01%-6713F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.797$32.1K0.03%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners809$31.6K<0.01%-1213F-HRTimelineGroup
Urban Financial Advisory Corp580$22.7K0.01%+913F-HRTimeline
MAI Capital Management536$21K<0.01%+613F-HRTimeline
Millstone Evans Group, LLC519$20.3K0.01%013F-HRTimeline
IAG Wealth Partners, LLC505$19.7K<0.01%-12913F-HRTimeline
Cape Investment Advisory, Inc.499$19.5K0.01%013F-HRTimeline
IFP Advisors, Inc483$18.9K<0.01%+25013F-HRTimeline
Aptus Capital Advisors, LLC465$18.2K<0.01%013F-HRTimeline
Crewe Advisors LLC410$16K<0.01%+913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC380$14.9K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC370$14.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc340$13.3K<0.01%+8113F-HRTimeline
Harbor Asset Planning, Inc.323$12.6K0.01%+513F-HRTimeline
DT Investment Partners, LLC297$11.6K<0.01%013F-HRTimeline
Allworth Financial LP245$9.58K<0.01%-1113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…224$8.76K<0.01%-1213F-HRTimeline
Global Retirement Partners, LLC194$7.58K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…123$4.81K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…68$2.66K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.68$2.66K<0.01%013F-HRTimeline
Rossby Financial, LCC61$2.38K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$2.04K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.35$1.38K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14$547<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC9$352<0.01%13F-HRTimeline