Nushares ETF Trust - NUDM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,075,285 | 75,146 | 0.18% | 0.19% | 1 | -35,224 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,404,283 | 50,849 | 0.11% | 0.12% | 2 | +23,078 | 1.67% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,327,487 | 48,068 | 0.01% | — | 3 | +1,327,487 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 752,029 | 27,231 | 0.0% | 0.0% | 4 | +71,826 | 10.56% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 633,955 | 22,955 | 0.0% | 0.0% | 5 | -277,218 | -30.42% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 468,582 | 16,967 | 0.04% | 0.05% | 6 | -6,618 | -1.39% | Q4 2025 | Feb 05, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 419,920 | 15,205 | 8.37% | 8.24% | 7 | +29,568 | 7.57% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 383,486 | 13,886 | 0.0% | 0.0% | 8 | +11,420 | 3.07% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 380,621 | 13,782 | 0.05% | 0.05% | 9 | -6,927 | -1.79% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 369,133 | 13,366 | 0.37% | 0.16% | 10 | +300,795 | 440.16% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Added to | 250,845 | 9,083 | 0.43% | 0.21% | 11 | +145,226 | 137.5% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 233,833 | 8,467 | 0.17% | 0.16% | 12 | +15,200 | 6.95% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 204,781 | 7,415 | 0.1% | 0.15% | 13 | -6,105 | -2.89% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 203,511 | 7,373 | 0.01% | 0.0% | 14 | +172,663 | 559.72% | Q4 2025 | Feb 05, 2026 |
| Evolution Advisers, Inc. | History | Added to | 187,792 | 6,799 | 2.94% | 3.11% | 15 | +5,667 | 3.11% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 181,171 | 6,560 | 0.0% | 0.0% | 16 | +17,815 | 10.91% | Q4 2025 | Feb 11, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 172,107 | 6,231 | 0.32% | 0.33% | 17 | +15,589 | 9.96% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 157,263 | 5,694 | 0.21% | 0.0% | 18 | +156,555 | 22112.29% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 120,672 | 4,369 | 0.0% | 0.0% | 19 | -103,500 | -46.17% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 116,317 | 4,211 | 0.0% | 0.01% | 20 | -980 | -0.84% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 115,411 | 4,179 | 0.01% | 0.01% | 21 | -773 | -0.67% | Q4 2025 | Jan 23, 2026 |
| Clarity Wealth Development LLC | History | Added to | 111,489 | 4,037 | 3.42% | 3.84% | 22 | +1,656 | 1.51% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 97,544 | 3,532 | 0.02% | — | 23 | +97,544 | New | Q4 2025 | Feb 18, 2026 |
| Brio Consultants, LLC | History | Added to | 96,827 | 3,506 | 0.46% | 0.47% | 24 | +5,791 | 6.36% | Q4 2025 | Feb 04, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 96,678 | 3,500 | 1.77% | 2.07% | 25 | -590 | -0.61% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 92,523 | 3,350 | 0.04% | 0.04% | 26 | -464 | -0.5% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 91,175 | 3,301 | 0.0% | 0.0% | 27 | +5,180 | 6.02% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 90,042 | 3,260 | 0.04% | 0.05% | 28 | -2,901 | -3.12% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 88,565 | 3,206 | 0.12% | — | 29 | +88,565 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 84,356 | 3,054 | 0.04% | 0.03% | 30 | +21,793 | 34.83% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 82,588 | 2,990 | 0.17% | 0.13% | 31 | +12,349 | 17.58% | Q4 2025 | Feb 11, 2026 |
| LongView Asset Management LLC | History | Reduced | 80,947 | 2,931 | 2.04% | 2.1% | 32 | -14 | -0.02% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 71,543 | 2,590 | 0.0% | 0.0% | 33 | +501 | 0.71% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 55,073 | 1,994 | 0.01% | 0.01% | 34 | +205 | 0.37% | Q4 2025 | Feb 18, 2026 |
| Verus Advisory, Inc. | History | New | 53,941 | 1,962 | 1.28% | — | 35 | +53,941 | New | Q4 2025 | Feb 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 53,326 | 1,930 | 0.54% | 0.56% | 36 | +3,614 | 7.27% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,294 | 1,712 | 0.0% | 0.0% | 37 | +4,459 | 10.41% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,031 | 1,594 | 0.0% | 0.0% | 38 | +600 | 1.38% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 39,679 | 1,473 | 0.03% | 0.03% | 39 | -211 | -0.53% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,878 | 1,443 | 0.0% | 0.0% | 40 | +25,701 | 181.29% | Q4 2025 | Feb 18, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 38,908 | 1,408 | 0.27% | 0.26% | 41 | +1,934 | 5.23% | Q4 2025 | Jan 21, 2026 |
| Ledyard National Bank | History | Reduced | 38,435 | 1,391 | 0.12% | 0.13% | 42 | -1,579 | -3.95% | Q4 2025 | Jan 21, 2026 |
| CGN Advisors LLC | History | Added to | 37,906 | 1,372 | 0.11% | 0.11% | 43 | +1,208 | 3.29% | Q4 2025 | Jan 05, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 37,814 | 1,369 | 0.51% | 0.52% | 44 | +2,282 | 6.42% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37,206 | 1,347 | 0.0% | 0.0% | 45 | -9,997 | -21.18% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,354 | 1,316 | 0.0% | 0.0% | 46 | +2,093 | 6.11% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 36,102 | 1,307 | 0.0% | 0.0% | 47 | -523 | -1.43% | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Added to | 34,844 | 1,261 | 0.12% | 0.13% | 48 | +2,086 | 6.37% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 34,183 | 1,237 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vontobel Holding Ltd. | History | Added to | 31,588 | 1,143 | 0.0% | 0.0% | 50 | +5,345 | 20.37% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 30,769 | 1,142 | 0.01% | 0.01% | 51 | -1,557 | -4.82% | Q4 2025 | Jan 26, 2026 |
| Prism Advisors, Inc. | History | Added to | 30,107 | 1,090 | 0.29% | 0.3% | 52 | +515 | 1.74% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | Added to | 27,676 | 1,002 | 0.13% | 0.12% | 53 | +3,436 | 14.17% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 26,891 | 973 | 0.01% | 0.0% | 54 | +19,249 | 251.88% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,725 | 967 | 0.01% | 0.0% | 55 | +17,860 | 201.47% | Q4 2025 | Jan 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 26,154 | 947 | 0.02% | 0.02% | 56 | -816 | -3.03% | Q4 2025 | Jan 16, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 23,991 | 910 | 0.36% | 0.35% | 57 | +1,864 | 8.42% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 24,407 | 883 | 0.08% | 0.07% | 58 | +2,645 | 12.15% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 24,302 | 879 | 0.1% | 0.07% | 59 | +8,938 | 58.17% | Q4 2025 | Jan 14, 2026 |
| Napier Financial, LLC | History | New | 23,855 | 863 | 0.22% | — | 60 | +23,855 | New | Q4 2025 | Feb 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 23,563 | 853 | 0.21% | — | 61 | +23,563 | New | Q4 2025 | Jan 23, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 22,979 | 832 | 0.12% | 0.13% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 21,127 | 765 | 0.02% | 0.02% | 63 | +2,703 | 14.67% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,442 | 704 | 0.0% | 0.0% | 64 | +23 | 0.12% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,037 | 689 | 0.0% | 0.0% | 65 | +1,508 | 8.6% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,796 | 644 | 0.0% | 0.0% | 66 | +5,269 | 42.06% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 17,759 | 643 | 0.02% | — | 67 | +17,759 | New | Q4 2025 | Jan 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,453 | 631 | 0.0% | 0.0% | 68 | +789 | 4.73% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | New | 16,196 | 586 | 0.0% | — | 69 | +16,196 | New | Q4 2025 | Feb 10, 2026 |
| Sound Stewardship, LLC | History | Reduced | 15,459 | 559 | 0.27% | 0.32% | 70 | -2,107 | -11.99% | Q4 2025 | Jan 30, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 14,571 | 527 | 0.21% | 0.13% | 71 | +6,328 | 76.77% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,420 | 485 | 0.0% | 0.0% | 72 | +1,071 | 8.67% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 13,323 | 482 | 0.01% | 0.02% | 73 | -1,007 | -7.03% | Q4 2025 | Feb 05, 2026 |
| Wealth Architects, LLC | History | Reduced | 13,286 | 481 | 0.04% | 0.06% | 74 | -2,382 | -15.2% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 13,077 | 473 | 0.07% | 0.08% | 75 | -479 | -3.53% | Q4 2025 | Jan 21, 2026 |
| One Capital Management, LLC | History | New | 12,574 | 455 | 0.01% | — | 76 | +12,574 | New | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 12,548 | 454 | 0.07% | 0.08% | 77 | -397 | -3.07% | Q4 2025 | Jan 28, 2026 |
| Maia Wealth LLC | History | Reduced | 11,123 | 436 | 0.07% | 0.07% | 78 | -43 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 11,970 | 433 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,524 | 417 | 0.0% | 0.0% | 80 | -1,394 | -10.79% | Q4 2025 | Jan 30, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 11,383 | 412 | 0.79% | 0.55% | 81 | -191 | -1.65% | Q4 2025 | Jan 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 11,332 | 410 | 0.05% | 0.05% | 82 | +291 | 2.64% | Q4 2025 | Jan 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 10,994 | 398 | 0.12% | 0.14% | 83 | -364 | -3.2% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,691 | 387 | 0.0% | 0.0% | 84 | +27 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Leverty Financial Group, LLC | History | No change | 10,323 | 373 | 0.09% | 0.1% | 85 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,179 | 368 | 0.01% | 0.01% | 86 | +1,108 | 12.21% | Q4 2025 | Jan 29, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 10,168 | 368 | 0.27% | 0.25% | 87 | +968 | 10.52% | Q4 2025 | Feb 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 10,095 | 365 | 0.04% | 0.04% | 88 | +430 | 4.45% | Q4 2025 | Jan 20, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 9,504 | 344 | 0.21% | 0.23% | 89 | -226 | -2.32% | Q4 2025 | Feb 12, 2026 |
| Keener Financial Planning LLC | History | No change | 9,451 | 342 | 0.15% | 0.16% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Group LLC | History | Reduced | 8,626 | 330 | 0.04% | 0.05% | 91 | -2,025 | -19.01% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,068 | 328 | 0.0% | 0.0% | 92 | -581 | -6.02% | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 8,931 | 323 | 0.01% | 0.01% | 93 | +749 | 9.15% | Q4 2025 | Feb 02, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 8,893 | 322 | 0.12% | 0.12% | 94 | +587 | 7.07% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,372 | 303 | 0.03% | 0.03% | 95 | +1,173 | 16.29% | Q4 2025 | Feb 11, 2026 |
| Corundum Group, Inc. | History | Added to | 8,348 | 302 | 0.1% | 0.13% | 96 | +195 | 2.39% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,318 | 301 | 0.0% | 0.0% | 97 | -40,539 | -82.97% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,034 | 290 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,843 | 283 | 0.01% | 0.01% | 99 | +69 | 0.89% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | No change | 7,710 | 279 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Perennial Investment Advisors, LLC | History | New | 7,135 | 258 | 0.02% | — | 101 | +7,135 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,969 | 252 | 0.0% | 0.0% | 102 | -62 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Live Oak Investment Partners | History | New | 6,756 | 244 | 0.15% | — | 103 | +6,756 | New | Q4 2025 | Jan 29, 2026 |
| Veridan Wealth LLC | History | Added to | 6,712 | 243 | 0.08% | 0.08% | 104 | +368 | 5.8% | Q4 2025 | Feb 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 6,570 | 237 | 0.06% | 0.07% | 105 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Curtis Advisory Group, LLC | History | No change | 6,469 | 234 | 0.05% | 0.06% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 6,310 | 228 | 0.03% | — | 107 | +6,310 | New | Q4 2025 | Jan 09, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,170 | 223 | 0.11% | 0.12% | 108 | +363 | 6.25% | Q4 2025 | Feb 09, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,006 | 217 | 0.02% | 0.03% | 109 | -66 | -1.09% | Q4 2025 | Jan 22, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,006 | 217 | 0.08% | 0.09% | 110 | -66 | -1.09% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,975 | 216 | 0.0% | — | 111 | +5,975 | New | Q4 2025 | Feb 18, 2026 |
| Financial Insights, Inc. | History | Reduced | 5,916 | 214 | 0.07% | 0.08% | 112 | -524 | -8.14% | Q4 2025 | Mar 31, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 5,007 | 181 | 0.07% | 0.08% | 113 | -475 | -8.66% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 4,377 | 158 | 0.0% | 0.0% | 114 | -1,978 | -31.13% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 3,930 | 142 | 0.0% | 0.0% | 115 | +195 | 5.22% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 3,820 | 138 | 0.02% | 0.01% | 116 | +542 | 16.53% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 3,751 | 135 | 0.0% | 0.0% | 117 | -35 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,601 | 130 | 0.0% | — | 119 | +3,601 | New | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 3,600 | 130 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,135 | 77 | 0.0% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,053 | 74 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Orion Capital Management LLC | History | Added to | 1,580 | 57 | 0.02% | 0.01% | 122 | +977 | 162.02% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,213 | 44 | 0.0% | — | 123 | +1,213 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 36 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 36 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 895 | 32 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 836 | 30 | 0.0% | 0.0% | 127 | -659 | -44.08% | Q4 2025 | Feb 26, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 805 | 29 | 0.02% | 0.03% | 128 | +56 | 7.48% | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 777 | 28 | 0.03% | 0.0% | 129 | +647 | 497.69% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 757 | 27 | 0.0% | — | 130 | +757 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | New | 721 | 26 | 0.0% | — | 131 | +721 | New | Q4 2025 | Mar 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 694 | 25 | 0.0% | 0.0% | 132 | +250 | 56.31% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 685 | 25 | 0.01% | 0.01% | 133 | -27 | -3.79% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 677 | 24 | 0.01% | — | 134 | +677 | New | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | No change | 510 | 18 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 492 | 17 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | New | 412 | 14 | 0.0% | — | 138 | +412 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 391 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 353 | 12 | 0.0% | — | 140 | +353 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 341 | 12 | 0.0% | 0.0% | 139 | +13 | 3.96% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 305 | 11 | 0.0% | 0.0% | 141 | +74 | 32.03% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 256 | 9 | 0.01% | — | 142 | +256 | New | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | New | 210 | 7 | 0.0% | — | 143 | +210 | New | Q4 2025 | Jan 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 192 | 6 | 0.0% | 0.0% | 144 | -7 | -3.52% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 86 | 3 | 0.0% | — | 146 | +86 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | New | 80 | 2 | 0.0% | — | 147 | +80 | New | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -103,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,316 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,023 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,472 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Mason & Associates Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -5,340 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -4,425 | -99.98% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |