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Disclosery

NUMV NUSHARES ETF TR

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ETF (fund)

130 managers (133 13F filers) reported a position in NUMV shares at 2026-03-31, 8,421,363 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
130
13F filers
133
New
11
Added
48
Reduced
37
Sold out
7
Shares held by filers
8,421,363

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,422,988$55.2M<0.01%-45,25913F-HRTimelineGroup
Abacus Wealth Partners, LLC1,012,695$39.2M3.58%+24,32513F-HRTimeline
TIAAgroup of 3 filers holding897,552$34.8M-40,915Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp588,034$22.8M<0.01%+14,47513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA561,111$21.8M<0.01%+23,60313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC387,285$15M<0.01%-151,01713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/285,944$11.1M<0.01%-5,63413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…267,291$10.4M0.18%-4,57113F-HRTimeline
UBS Group AGgroup of 2 filers holding266,963$10.4M+4,347Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN190,203$7.37M<0.01%+29,55713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC180,297$6.99M0.01%+14,52613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC177,246$6.87M<0.01%+56,48013F-HRTimelineGroup
Beacon Pointe Advisors, LLC165,825$6.43M0.03%+8,67113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP167,001$6.35M<0.01%+31,19813F-HRTimelineGroup
LPL Financial LLC153,607$5.96M<0.01%-436,13413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…108,909$4.22M0.01%+8,96313F-HRTimelineGroup
Creative Planningin group Creative Planning100,641$3.9M<0.01%013F-HRTimelineGroup
&PARTNERS91,749$3.56M0.02%+31,62913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co81,670$3.17M0.04%013F-HRTimelineGroup
Invera Wealth Advisors, LLC58,153$2.25M1.45%-1,36013F-HRTimeline
WCG Wealth Advisors LLC57,350$2.22M0.06%+1,23913F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…47,243$1.83M0.16%13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,095$1.75M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers43,874$1.7M<0.01%+3,08113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43,164$1.67M<0.01%+12,54113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC43,074$1.67M<0.01%+5,13513F-HRTimelineGroup
Opes Wealth Management LLC38,345$1.49M0.25%+10013F-HRTimeline
REGATTA CAPITAL GROUP, LLC34,510$1.34M0.2%+2,74113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,149$1.33M<0.01%-3,21813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,709$1.19M<0.01%+82613F-HRTimelineGroup
rebel Financial LLC29,769$1.15M0.5%+1,36813F-HRTimeline
Cresset Asset Management, LLC29,486$1.14M<0.01%+91613F-HRTimeline
Revolve Wealth Partners, LLC29,055$1.13M0.15%+7613F-HRTimeline
Heritage Wealth Advisors26,854$1.04M0.04%+93513F-HRTimeline
WealthShield Partners, LLC23,484$910K0.1%+1,90213F-HRTimeline
RTD Financial Advisors, Inc.21,860$848K0.1%-2913F-HRTimeline
CENTRAL TRUST Co20,436$792K0.02%+3,53313F-HRTimeline
Addison Advisors LLC19,619$761K0.17%+26013F-HRTimeline
Parkside Financial Bank & Trust19,180$744K0.06%013F-HRTimeline
Fingerlakes Wealth Management, Inc.19,134$742K0.49%+16713F-HRTimeline
NewEdge Advisors, LLC18,843$731K<0.01%-55213F-HR/ATimeline
MML INVESTORS SERVICES, LLC18,702$725K<0.01%-1,68813F-HRTimeline
Carson Advisory Inc.18,070$701K0.36%-90013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,007$698K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,857$692K<0.01%-2,67013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,379$674K<0.01%-16613F-HRTimelineGroup
RVW Wealth, LLC17,113$663K0.05%-6913F-HRTimeline
VICUS CAPITAL17,083$662K0.05%-66013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,768$650K<0.01%-1,24913F-HRTimelineGroup
Neumann Capital Management, LLC16,180$627K0.18%+25013F-HRTimeline
SageView Advisory Group, LLC16,000$620K0.02%013F-HRTimeline
Parallel Advisors, LLC14,636$567K0.01%+50013F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,503$524K<0.01%+91113F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,307$516K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC13,205$512K<0.01%+1,78513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,940$502K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,918$501K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC12,723$493K<0.01%+1,22013F-HRTimeline
Cambridge Investment Research Advisors,…12,163$472K<0.01%+13313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,931$463K<0.01%-1,00613F-HRTimelineGroup
PFG Investments, LLC11,632$451K0.02%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.11,450$444K0.02%013F-HRTimelineGroup
Betterment LLC11,422$443K<0.01%+25013F-HRTimeline
Private Wealth Management Group, LLC10,727$416K0.11%+23113F-HRTimeline
Simmons Bankin group Simmons Bank10,643$413K0.03%-3713F-HRTimelineGroup
Trust Co10,276$398K0.04%-51213F-HRTimeline
LexAurum Advisors, LLC10,001$388K0.05%13F-HRTimeline
Cornerstone Financial Management LLC9,388$364K0.33%-89013F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,299$361K0.01%+3313F-HRTimeline
CWM, LLCin group CWM, LLC9,144$355K<0.01%-17813F-HRTimelineGroup
Bragg Financial Advisors, Inc9,049$351K0.01%+43813F-HRTimeline
FLOW TRADERS U.S. LLC8,972$348K0.01%new13F-HRTimeline
Falcon Wealth Planning8,828$342K0.02%-20113F-HRTimeline
CX Institutional8,607$334K0.01%+4613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,306$322K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,938$308K<0.01%+51213F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.7,900$306K<0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,051$273K0.08%-70213F-HRTimeline
McAdam, LLC6,896$267K0.01%+513F-HRTimeline
Dynamic Advisor Solutions LLC6,688$259K0.01%-4,33513F-HRTimeline
Ipsen Advisor Group LLC6,652$258K0.18%+38113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,280$243K0.03%013F-HRTimeline
Summit Financial, LLC6,280$243K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,860$227K<0.01%013F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC5,755$223K0.15%013F-HRTimeline
HighTower Advisors, LLC5,723$222K<0.01%+38113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,665$222K<0.01%-2,46713F-HRTimeline
VestGen Advisors, LLC5,073$211K0.01%-1,70113F-HRTimeline
Joel Adams & Associates, Inc.5,427$210K0.16%-1,93013F-HRTimeline
ABOUND FINANCIAL, LLC5,418$210K0.09%-1,64613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,425$210K<0.01%-2,84313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,225$203K<0.01%-27,71113F-HRTimelineGroup
BLUELINE ADVISORS LLC4,936$191K0.15%+3,07913F-HRTimeline
Farther Finance Advisors, LLC4,668$182K<0.01%-90813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,386$131K<0.01%+1,47313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,598$101K0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,433$94.3K<0.01%-13913F-HRTimeline
WHITTIER TRUST CO2,306$90.8K<0.01%-7,50013F-HRTimeline
UMB Bank, n.a.2,183$84.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Greykasell Wealth Strategies, Inc.1,834$71.1K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,295$50.2K<0.01%+30913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,251$48.5K-10,259Timeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,175$45.6K<0.01%013F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.797$30.9K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC780$30.2K<0.01%-9013F-HRTimeline
AdvisorNet Financial, Inc634$24.6K<0.01%+29413F-HRTimeline
MAI Capital Management536$20.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC519$20.1K0.01%013F-HRTimeline
Urban Financial Advisory Corp514$19.9K0.01%-6613F-HRTimeline
Aptus Capital Advisors, LLC505$19.6K<0.01%+4013F-HRTimeline
IAG Wealth Partners, LLC505$19.6K<0.01%013F-HRTimeline
IFP Advisors, Inc469$18.2K<0.01%-1413F-HRTimeline
Crewe Advisors LLC410$15.9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC380$14.7K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC370$14.3K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.323$12.5K0.01%013F-HRTimeline
MCF Advisors LLC318$12.3K<0.01%new13F-HRTimeline
DT Investment Partners, LLC297$11.5K<0.01%013F-HRTimeline
Allworth Financial LP249$9.65K<0.01%+413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…224$8.69K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…123$4.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC107$4.46K<0.01%new13F-HRTimeline
Rossby Financial, LCC93$3.63K<0.01%+3213F-HRTimeline
LANARK FINANCIAL, INC.68$2.64K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…68$2.64K<0.01%013F-HR/ATimelineGroup
Sound Income Strategies, LLC50$1.95K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.35$1.37K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC19$737<0.01%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14$543<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC9$349<0.01%013F-HRTimeline