21 institutions reported holding $26.7M of NUSHARES ETF TR (NPFI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Berger Financial Group, Inc ($14.9M), CWM, LLC ($2.2M), Astoria Portfolio Advisors LLC. ($1.8M), Integrated Wealth Concepts LLC ($1.6M), LPL Financial LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | $14.9M | 578,634 | Added |
| 2 | CWM, LLC | $2.2M | 83,628 | Added |
| 3 | Astoria Portfolio Advisors LLC. | $1.8M | 67,557 | New |
| 4 | Integrated Wealth Concepts LLC | $1.6M | 62,643 | Added |
| 5 | LPL Financial LLC | $1.2M | 46,510 | New |
| 6 | Krilogy Financial LLC | $1.0M | 39,300 | Hold |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $804,014 | 31,203 | Added |
| 8 | Jefferies Financial Group Inc. | $655,742 | 25,449 | New |
| 9 | Buckley Wealth Management, LLC | $513,689 | 19,936 | New |
| 10 | JANE STREET GROUP, LLC | $363,288 | 14,099 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $348,781 | 13,536 | Trimmed |
| 12 | MBL Wealth, LLC | $334,970 | 13,000 | New |
| 13 | Centurion Wealth Management LLC | $247,316 | 9,598 | Trimmed |
| 14 | MML INVESTORS SERVICES, LLC | $226,128 | 8,776 | Trimmed |
| 15 | Arkadios Wealth Advisors | $223,286 | 8,666 | New |
| 16 | Cambridge Investment Research Advisors, Inc. | $216,000 | 8,381 | New |
| 17 | Waverly Advisors, LLC | $80,696 | 3,132 | New |
| 18 | Allworth Financial LP | $29,529 | 1,146 | New |
| 19 | Steward Partners Investment Advisory, LLC | $12,883 | 500 | Added |
| 20 | RICHARDSON FINANCIAL SERVICES INC. | $4,432 | 172 | Hold |
| 21 | HRT FINANCIAL LP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31