17 institutions reported holding $48.6M of NUSHARES ETF TR (NCLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Diversified Portfolios, Inc. ($29.5M), Arax Advisory Partners ($11.9M), Kilter Group LLC ($3.5M), Royal Bank of Canada ($569,000), CHANNEL WEALTH LLC ($519,156). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | $29.5M | 1.2M | Added |
| 2 | Arax Advisory Partners | $11.9M | 473,007 | Added |
| 3 | Kilter Group LLC | $3.5M | 139,201 | New |
| 4 | Royal Bank of Canada | $569,000 | 22,680 | Added |
| 5 | CHANNEL WEALTH LLC | $519,156 | 20,700 | Hold |
| 6 | Mutual Advisors, LLC | $464,958 | 18,539 | New |
| 7 | Crescent Grove Advisors, LLC | $400,603 | 15,973 | New |
| 8 | FLAGSTAR ADVISORS INC | $388,471 | 15,489 | Added |
| 9 | Sanctuary Advisors, LLC | $374,285 | 14,924 | Added |
| 10 | Trajan Wealth LLC | $263,817 | 10,519 | Trimmed |
| 11 | Lionsbridge Wealth Management LLC | $250,950 | 10,006 | Trimmed |
| 12 | VICTORY FINANCIAL GROUP, LLC | $225,119 | 8,976 | New |
| 13 | HARBOUR INVESTMENTS, INC. | $178,018 | 7,098 | Hold |
| 14 | Integrated Wealth Concepts LLC | $111,982 | 4,465 | New |
| 15 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 16 | GC Wealth Management RIA, LLC | $0 | 0 | Exited |
| 17 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30