Nushares ETF Trust - NUBD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,900,775 | 42,491 | 0.0% | 0.0% | 1 | +323,691 | 20.52% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,591,519 | 35,578 | 0.01% | 0.0% | 2 | +621,766 | 64.12% | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 1,189,868 | 26,599 | 3.47% | 3.38% | 3 | +106,292 | 9.81% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 903,059 | 20,188 | 0.05% | 0.05% | 4 | +39,759 | 4.61% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 823,369 | 18,406 | 0.06% | 0.07% | 5 | -1,161 | -0.14% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 744,182 | 16,636 | 0.47% | 0.28% | 6 | +547,150 | 277.7% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 576,160 | 12,880 | 0.0% | 0.0% | 7 | +11,707 | 2.07% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 474,351 | 10,604 | 0.0% | 0.0% | 8 | +65,310 | 15.97% | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Added to | 407,545 | 9,110 | 0.72% | 0.69% | 9 | +33,354 | 8.91% | Q4 2025 | Jan 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 380,041 | 8,495 | 0.11% | 0.18% | 10 | -28,855 | -7.06% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Reduced | 315,950 | 7,063 | 0.01% | 0.01% | 11 | -77,034 | -19.6% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 315,007 | 7,041 | 2.85% | 3.17% | 12 | +4,137 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | Added to | 293,370 | 6,558 | 0.09% | 0.09% | 13 | +12,440 | 4.43% | Q4 2025 | Feb 02, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 270,347 | 6,043 | 0.46% | 0.43% | 14 | +28,008 | 11.56% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 258,074 | 5,769 | 0.0% | 0.0% | 15 | +20,889 | 8.81% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 244,218 | 5,459 | 0.42% | 0.51% | 16 | -31,061 | -11.28% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 185,683 | 4,150 | 0.01% | 0.01% | 17 | +11,928 | 6.86% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 182,840 | 4,087 | 0.07% | 0.06% | 18 | +48,004 | 35.6% | Q4 2025 | Jan 16, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 154,014 | 3,443 | 1.29% | 1.34% | 19 | -481 | -0.31% | Q4 2025 | Jan 23, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 132,063 | 2,952 | 0.49% | 0.47% | 20 | +7,705 | 6.2% | Q4 2025 | Jan 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 127,554 | 2,851 | 0.02% | 0.02% | 21 | -1,070 | -0.83% | Q4 2025 | Jan 05, 2026 |
| Evolution Advisers, Inc. | History | Added to | 123,622 | 2,763 | 1.2% | 1.23% | 22 | +2,191 | 1.8% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 121,505 | 2,716 | 1.01% | 0.93% | 23 | +14,059 | 13.08% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 117,056 | 2,617 | 0.0% | — | 24 | +117,056 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 116,733 | 2,609 | 0.0% | 0.0% | 25 | +4,340 | 3.86% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 109,805 | 2,454 | 0.03% | 0.03% | 26 | +7,009 | 6.82% | Q4 2025 | Feb 09, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 104,309 | 2,331 | 1.05% | 1.09% | 27 | -2,878 | -2.69% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 95,760 | 2,140 | 0.0% | 0.0% | 28 | -38,188 | -28.51% | Q4 2025 | Feb 17, 2026 |
| MAYPORT, LLC | History | No change | 94,104 | 2,103 | 0.42% | 0.46% | 29 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 93,876 | 2,098 | 0.0% | 0.0% | 30 | +16,610 | 21.5% | Q4 2025 | Mar 16, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 92,318 | 2,063 | 0.63% | 0.64% | 31 | -656 | -0.71% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 90,268 | 2,017 | 0.03% | 0.03% | 32 | +4,819 | 5.64% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 83,076 | 1,857 | 0.0% | 0.0% | 33 | -3,435 | -3.97% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 67,967 | 1,519 | 0.0% | 0.0% | 34 | -1 | -0.0% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 67,020 | 1,498 | 0.01% | — | 35 | +67,020 | New | Q4 2025 | Feb 18, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 64,224 | 1,435 | 0.1% | 0.08% | 36 | +16,650 | 35.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,116 | 1,366 | 0.0% | 0.0% | 37 | -13,919 | -18.55% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 55,837 | 1,248 | 0.0% | 0.0% | 38 | +1,715 | 3.17% | Q4 2025 | Feb 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 53,495 | 1,195 | 0.57% | 0.56% | 39 | +2,274 | 4.44% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 42,905 | 959 | 0.01% | 0.01% | 40 | +362 | 0.85% | Q4 2025 | Feb 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 42,482 | 949 | 0.0% | 0.0% | 41 | +660 | 1.58% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,606 | 863 | 0.0% | 0.0% | 42 | -4,362 | -10.15% | Q4 2025 | Jan 30, 2026 |
| rebel Financial LLC | History | New | 37,777 | 844 | 0.36% | — | 43 | +37,777 | New | Q4 2025 | Mar 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,514 | 816 | 0.0% | 0.0% | 44 | -15,852 | -30.27% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 36,455 | 814 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 36,039 | 805 | 0.03% | 0.03% | 46 | -195 | -0.54% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,836 | 801 | 0.0% | 0.0% | 47 | +2,043 | 6.05% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 34,713 | 776 | 0.0% | 0.0% | 48 | +579 | 1.7% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,722 | 753 | 0.0% | 0.0% | 49 | -54,932 | -61.96% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 33,692 | 753 | 0.0% | — | 50 | +33,692 | New | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,365 | 745 | 0.0% | 0.0% | 51 | +7,193 | 27.48% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 31,729 | 709 | 0.01% | 0.01% | 52 | +236 | 0.75% | Q4 2025 | Feb 13, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 31,014 | 693 | 0.43% | 0.44% | 53 | +371 | 1.21% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 30,812 | 688 | 0.0% | 0.0% | 54 | -2,669 | -7.97% | Q4 2025 | Feb 11, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 30,429 | 680 | 0.1% | 0.1% | 55 | +570 | 1.91% | Q4 2025 | Jan 26, 2026 |
| Townsend Financial Planning, LLC | History | New | 29,439 | 658 | 0.66% | — | 56 | +29,439 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,282 | 610 | 0.0% | 0.0% | 57 | -4,083 | -13.02% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 26,782 | 598 | 0.0% | — | 58 | +26,782 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 26,529 | 593 | 0.0% | — | 59 | +26,529 | New | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 24,663 | 551 | 0.01% | 0.01% | 60 | -31 | -0.13% | Q4 2025 | Jan 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 24,512 | 547 | 0.01% | 0.01% | 61 | +4,978 | 25.48% | Q4 2025 | Feb 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 24,491 | 547 | 1.05% | 0.69% | 62 | +79 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Legacy Financial Group LLC | History | Reduced | 24,115 | 537 | 0.07% | 0.08% | 63 | -4,010 | -14.26% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,126 | 516 | 0.0% | 0.0% | 64 | +2,446 | 11.83% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,777 | 509 | 0.0% | 0.0% | 65 | +1,496 | 7.03% | Q4 2025 | Feb 18, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 22,211 | 496 | 0.02% | 0.01% | 66 | +4,973 | 28.85% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 21,289 | 475 | 0.01% | 0.01% | 67 | -70 | -0.33% | Q4 2025 | Feb 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 20,920 | 467 | 0.06% | 0.07% | 68 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 20,404 | 456 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 19,670 | 439 | 0.03% | — | 70 | +19,670 | New | Q4 2025 | Feb 17, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 19,098 | 426 | 0.11% | 0.13% | 71 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 15,907 | 355 | 0.09% | — | 72 | +15,907 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 14,850 | 331 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JGP Wealth Management, LLC | History | New | 14,798 | 330 | 0.03% | — | 74 | +14,798 | New | Q4 2025 | Jan 12, 2026 |
| Davis Wealth Advisors, LLC | History | New | 14,405 | 322 | 0.27% | — | 75 | +14,405 | New | Q4 2025 | Feb 17, 2026 |
| Canal Capital Management, LLC | History | Added to | 13,923 | 311 | 0.04% | 0.05% | 76 | +184 | 1.34% | Q4 2025 | Jan 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,341 | 298 | 0.0% | — | 77 | +13,341 | New | Q4 2025 | Jan 29, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 13,050 | 291 | 0.09% | 0.11% | 78 | -1,173 | -8.25% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,932 | 289 | 0.0% | — | 79 | +12,932 | New | Q4 2025 | Feb 17, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 12,602 | 282 | 0.11% | 0.11% | 80 | +575 | 4.78% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | Added to | 12,353 | 276 | 0.01% | 0.01% | 81 | +2,884 | 30.46% | Q4 2025 | Feb 17, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 12,010 | 268 | 0.27% | — | 83 | +12,010 | New | Q4 2025 | Jan 21, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 12,003 | 268 | 0.01% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 11,173 | 249 | 0.01% | 0.01% | 84 | +148 | 1.34% | Q4 2025 | Jan 06, 2026 |
| Creative Planning | History | No change | 9,680 | 216 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 9,680 | 216 | 0.08% | 0.09% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,635 | 215 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,613 | 214 | 0.03% | — | 88 | +9,613 | New | Q4 2025 | Jan 27, 2026 |
| McAdam, LLC | History | New | 9,341 | 208 | 0.01% | — | 89 | +9,341 | New | Q4 2025 | Feb 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 9,128 | 204 | 0.04% | 0.04% | 90 | -169 | -1.82% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, LLC | History | New | 8,951 | 200 | 0.01% | — | 91 | +8,951 | New | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 8,759 | 195 | 0.04% | 0.06% | 92 | -4,203 | -32.43% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Added to | 8,097 | 181 | 0.11% | 0.06% | 93 | +3,708 | 84.48% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,669 | 171 | 0.0% | 0.0% | 94 | -796 | -9.4% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 7,658 | 171 | 0.01% | 0.01% | 95 | -6 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,384 | 165 | 0.05% | 0.06% | 96 | -153 | -2.03% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 6,620 | 148 | 0.0% | 0.0% | 97 | -2,375 | -26.4% | Q4 2025 | Jan 26, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 6,039 | 135 | 0.02% | 0.01% | 98 | +1,023 | 20.39% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,585 | 102 | 0.0% | — | 99 | +4,585 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,109 | 91 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,714 | 83 | 0.0% | — | 102 | +3,714 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 3,720 | 83 | 0.02% | 0.02% | 101 | +46 | 1.25% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 3,612 | 80 | 0.08% | — | 103 | +3,612 | New | Q4 2025 | Feb 19, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3,140 | 70 | 0.05% | 0.06% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,860 | 63 | 0.0% | — | 105 | +2,860 | New | Q4 2025 | Jan 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,736 | 61 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 2,700 | 60 | 0.02% | 0.02% | 107 | +3 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,090 | 46 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2,038 | 45 | 0.01% | 0.0% | 109 | +760 | 59.47% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 2,006 | 44 | 0.0% | 0.0% | 110 | -152 | -7.04% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 1,925 | 43 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,744 | 38 | 0.01% | — | 112 | +1,744 | New | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 1,162 | 26 | 0.01% | 0.01% | 113 | +136 | 13.26% | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 780 | 17 | 0.0% | — | 114 | +780 | New | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | Added to | 682 | 15 | 0.0% | 0.0% | 115 | +69 | 11.26% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 499 | 11 | 0.0% | 0.0% | 116 | +41 | 8.95% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 450 | 10 | 0.01% | — | 118 | +450 | New | Q4 2025 | Feb 12, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 450 | 10 | 0.0% | 0.0% | 117 | +43 | 10.57% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 415 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | No change | 408 | 9 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 273 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | No change | 248 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 149 | 3 | 0.0% | — | 124 | +149 | New | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | No change | 151 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 2.53% | — | -183,799 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,415 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,602 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LongView Asset Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,284 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -968 | -100.0% | Q3 2025 | Oct 21, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |