Nuveen Shortterm REIT ETF (NURE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Cornerstone Wealth Management, LLC

DECREASED

Shares31,963 from 32,029

Change-66 (0%)

Value$942.3K (-$93.6K)

Filed 2026-11-04

KWB Wealth

UNCHANGED

Shares29,816 from 29,816

Change0 (0%)

Value$879.0K (-$85.3K)

Filed 2026-10-16

Stonehaven Wealth & TAX Solutions, LLC

DECREASED

Shares21,197 from 21,807

Change-610 (-3%)

Value$624.9K (-$80.4K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares15,133 from 14,219

Change+914 (+6%)

Value$446.1K (-$13.7K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,907 from 10,995

Change-88 (-1%)

Value$322 (-$355.7K)

Filed 2026-11-02

Clear Creek Financial Management, LLC

UNCHANGED

Shares10,043 from 10,043

Change0 (0%)

Value$296.1K (-$28.7K)

Filed 2026-10-28

Financial Planning Fort Collins, LLC

INCREASED

Shares8,137 from 8,084

Change+53 (+1%)

Value$239.9K (-$18.4K)

Filed 2026-10-16

Quaker Wealth Management, LLC

INCREASED

Shares777 from 776

Change+1 (+0%)

Value$22.9K (-$2.2K)

Filed 2026-10-22

Rossby Financial, LCC

DECREASED

Shares584 from 595

Change-11 (-2%)

Value$17.2K (-$2.0K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$6.3K (-$612)

Filed 2026-10-16

CoreCap Advisors, LLC

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$5.1K (-$491)

Filed 2026-10-08

Dhjj Financial Advisors, Ltd.

DECREASED

Shares148 from 484

Change-336 (-69%)

Value$4.4K (-$11.3K)

Filed 2026-10-23

Mezzasalma Advisors, LLC

CLOSED

Shares0 from 7,200

Change-7,200 (-100%)

Value$0 (-$232.8K)

Filed 2026-10-14

Bank of America Corp

N/A

Shares— from 331,010

Change-331,010 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 38,279

Change-38,279 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 36,490

Change-36,490 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 22,331

Change-22,331 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 19,212

Change-19,212 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,214

Change-18,214 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11,923

Change-11,923 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 10,614

Change-10,614 (-100%)

Value—

Star Financial Bank

N/A

Shares— from 8,835

Change-8,835 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 7,253

Change-7,253 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,910

Change-2,910 (-100%)

Value—

Blair William & Co

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 896

Change-896 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 252

Change-252 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 250

Change-250 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 141

Change-141 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 115

Change-115 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Cornerstone Wealth Management, LLC	DECREASED	31,963	32,029	-66	0%	$1.0M	$942.3K	-$93.6K	2026-11-04
KWB Wealth	UNCHANGED	29,816	29,816	0	0%	$964.2K	$879.0K	-$85.3K	2026-10-16
Stonehaven Wealth & TAX Solutions, LLC	DECREASED	21,197	21,807	-610	-3%	$705.2K	$624.9K	-$80.4K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	15,133	14,219	+914	+6%	$459.8K	$446.1K	-$13.7K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	10,907	10,995	-88	-1%	$356.0K	$322	-$355.7K	2026-11-02
Clear Creek Financial Management, LLC	UNCHANGED	10,043	10,043	0	0%	$324.8K	$296.1K	-$28.7K	2026-10-28
Financial Planning Fort Collins, LLC	INCREASED	8,137	8,084	+53	+1%	$258.3K	$239.9K	-$18.4K	2026-10-16
Quaker Wealth Management, LLC	INCREASED	777	776	+1	+0%	$25.1K	$22.9K	-$2.2K	2026-10-22
Rossby Financial, LCC	DECREASED	584	595	-11	-2%	$19.3K	$17.2K	-$2.0K	2026-11-05
IFP Advisors, Inc	UNCHANGED	214	214	0	0%	$6.9K	$6.3K	-$612	2026-10-16
CoreCap Advisors, LLC	UNCHANGED	172	172	0	0%	$5.6K	$5.1K	-$491	2026-10-08
Dhjj Financial Advisors, Ltd.	DECREASED	148	484	-336	-69%	$15.7K	$4.4K	-$11.3K	2026-10-23
Mezzasalma Advisors, LLC	CLOSED	0	7,200	-7,200	-100%	$232.8K	$0	-$232.8K	2026-10-14
Bank of America Corp	N/A	—	331,010	-331,010	-100%	$10.7M	—	—	—
Royal Bank of Canada	N/A	—	38,279	-38,279	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	36,490	-36,490	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	22,331	-22,331	-100%	$722.2K	—	—	—
LPL Financial LLC	N/A	—	19,212	-19,212	-100%	$621.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,214	-18,214	-100%	$589.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11,923	-11,923	-100%	$385.6K	—	—	—
Morgan Stanley	N/A	—	10,614	-10,614	-100%	$343.3K	—	—	—
Star Financial Bank	N/A	—	8,835	-8,835	-100%	$285.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	7,253	-7,253	-100%	$234.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,910	-2,910	-100%	$94.1K	—	—	—
Blair William & Co	N/A	—	2,000	-2,000	-100%	$64.7K	—	—	—
UBS Group AG	N/A	—	896	-896	-100%	$29.0K	—	—	—
AE Wealth Management LLC	N/A	—	252	-252	-100%	$8.2K	—	—	—
JPMorgan Chase & Co	N/A	—	250	-250	-100%	$8.2K	—	—	—
Harbour Investments, Inc.	N/A	—	141	-141	-100%	$4.6K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	115	-115	-100%	$3.7K	—	—	—
Wells Fargo & Company	N/A	—	2	-2	-100%	$55	—	—	—

Showing 31 of 31 institutions