# NUSHARES ETF TR NUVE PFD INC ETF

NUSHARES ETF TR NUVE PFD INC ETF is a security (CUSIP 67092P771) tracked across SEC portfolio filings. 23 institutional managers reported $36.3M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $309K via N-PORT as of 2026-03-31.

## Summary

- Issuer: NUSHARES ETF TR
- Class: NUVE PFD INC ETF
- CUSIP: 67092P771
- Asset category: EC
- 13F holders: 23
- 13F value: $36.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $309K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 23 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Berger Financial Group, Inc](https://search.stillhousedata.com/firm/308174) | PLYMOUTH, MN | $15.0M | 574,054 |
| [Astoria Portfolio Advisors LLC.](https://search.stillhousedata.com/firm/288271) | NEW YORK, NY | $4.8M | 182,038 |
| [Maia Wealth LLC](https://search.stillhousedata.com/firm/292817) | DENVER, CO | $2.9M | 110,372 |
| MBL Wealth, LLC | CHARLOTTE, NC | $2.2M | 83,617 |
| CWM, LLC | OMAHA, NE | $2.2M | 83,628 |
| [FULLCIRCLE WEALTH LLC](https://search.stillhousedata.com/firm/166695) | DALLAS, TX | $2.1M | 79,646 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $1.6M | 62,643 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.2M | 46,510 |
| Krilogy Financial LLC | ST. LOUIS, MO | $994K | 38,000 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $703K | 26,879 |
| Jefferies Financial Group Inc. | NEW YORK, NY | $656K | 25,449 |
| [Buckley Wealth Management, LLC](https://search.stillhousedata.com/firm/285823) | LAS VEGAS, NV | $514K | 19,936 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $363K | 14,099 |
| MASSMUTUAL TRUST CO FSB/ADV | Windsor, CT | $353K | 13,496 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $235K | 8,975 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Concorde Wealth Management Fund](https://search.stillhousedata.com/fund/S000054433) | Concorde Funds Inc | $309K | 68.76% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/67092P771.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.