18 institutions reported holding $104.6M of NUSHARES ETF TR (NUGO) in SEC 13F filings for 2026-06-30. Largest institutional holders: SEI INVESTMENTS CO ($43.5M), Goelzer Investment Management, Inc. ($25.0M), CITADEL ADVISORS LLC ($23.2M), Vigil Wealth Management, LLC ($2.5M), RAYMOND JAMES FINANCIAL INC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $43.5M | 1.0M | Trimmed |
| 2 | Goelzer Investment Management, Inc. | $25.0M | 578,626 | New |
| 3 | CITADEL ADVISORS LLC | $23.2M | 535,468 | New |
| 4 | Vigil Wealth Management, LLC | $2.5M | 56,957 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.4M | 55,153 | Trimmed |
| 6 | LPL Financial LLC | $2.2M | 51,766 | Added |
| 7 | Goldstone Financial Group, LLC | $2.1M | 47,499 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $1.5M | 33,579 | New |
| 9 | JONES FINANCIAL COMPANIES LLLP | $855,169 | 20,919 | Added |
| 10 | NATIXIS ADVISORS, LLC | $531,000 | 12,294 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $349,690 | 8,084 | Trimmed |
| 12 | TWO SIGMA INVESTMENTS, LP | $241,001 | 5,571 | Trimmed |
| 13 | SHP Wealth Management | $224,044 | 5,179 | Trimmed |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $68,576 | 1,600 | Hold |
| 15 | Parallel Advisors, LLC | $46,202 | 1,068 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $21,630 | 500 | Hold |
| 17 | MORGAN STANLEY | $56 | 1 | Hold |
| 18 | Waverly Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30