Nushares ETF Trust - NUDM
Detailed investor-level table based on 13F positions.
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-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,161,430 | 78,049 | 0.3% | — | 1 | +2,161,430 | New | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,637,618 | 59,134 | 0.13% | 0.11% | 2 | +233,335 | 16.62% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,315,868 | 47,516 | 0.01% | 0.01% | 3 | -11,619 | -0.88% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 810,065 | 29,251 | 0.0% | 0.0% | 4 | +58,036 | 7.72% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 806,525 | 29,123 | 0.01% | 0.0% | 5 | +423,039 | 110.31% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 719,684 | 25,987 | 0.0% | 0.0% | 6 | +85,729 | 13.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 479,919 | 17,330 | 0.04% | 0.04% | 7 | +11,337 | 2.42% | Q1 2026 | Apr 30, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 373,696 | 13,494 | 0.38% | 0.37% | 8 | +4,563 | 1.24% | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 286,305 | 10,338 | 5.23% | 8.37% | 9 | -133,615 | -31.82% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Reduced | 246,696 | 8,908 | 0.42% | 0.43% | 10 | -4,149 | -1.65% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 237,545 | 8,577 | 0.18% | 0.17% | 11 | +3,712 | 1.59% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Added to | 208,516 | 7,529 | 3.17% | 2.94% | 12 | +20,724 | 11.04% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Added to | 188,238 | 6,797 | 0.0% | 0.0% | 13 | +7,067 | 3.9% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 163,818 | 5,915 | 0.23% | 0.21% | 14 | +6,555 | 4.17% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 161,978 | 5,849 | 0.01% | — | 15 | +161,978 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 154,754 | 5,588 | 0.34% | 0.17% | 16 | +72,166 | 87.38% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 148,309 | 5,356 | 0.01% | 0.01% | 17 | -55,202 | -27.12% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 142,287 | 5,137 | 0.0% | 0.0% | 18 | +21,615 | 17.91% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 131,966 | 4,765 | 0.06% | 0.04% | 19 | +47,610 | 56.44% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 128,723 | 4,648 | 0.02% | 0.02% | 20 | +31,179 | 31.96% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 126,363 | 4,562 | 0.01% | 0.01% | 21 | +10,952 | 9.49% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 124,800 | 4,506 | 0.0% | 0.0% | 22 | +8,483 | 7.29% | Q1 2026 | May 13, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 114,011 | 4,116 | 1.97% | 1.77% | 23 | +17,333 | 17.93% | Q1 2026 | Apr 09, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 111,062 | 4,010 | 3.27% | 3.42% | 24 | -427 | -0.38% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Added to | 103,531 | 3,941 | 0.48% | 0.46% | 25 | +6,704 | 6.92% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 100,766 | 3,638 | 0.13% | 0.12% | 26 | +12,201 | 13.78% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 97,500 | 3,520 | 0.0% | 0.0% | 27 | +6,325 | 6.94% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 96,126 | 3,471 | 0.04% | 0.1% | 28 | -108,655 | -53.06% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 90,342 | 3,262 | 0.05% | 0.04% | 29 | +300 | 0.33% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 89,789 | 3,242 | 0.04% | 0.04% | 30 | -2,734 | -2.95% | Q1 2026 | Apr 23, 2026 |
| LongView Asset Management LLC | History | No change | 80,947 | 2,931 | 2.04% | 2.04% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 73,975 | 2,671 | 0.0% | 0.0% | 32 | +2,432 | 3.4% | Q1 2026 | May 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 65,997 | 2,383 | 0.12% | 0.32% | 33 | -106,110 | -61.65% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 55,224 | 1,994 | 0.56% | 0.54% | 34 | +1,898 | 3.56% | Q1 2026 | Apr 08, 2026 |
| Verus Advisory, Inc. | History | No change | 53,941 | 1,962 | 1.28% | 1.28% | 35 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 53,941 | 1,879 | 0.96% | — | 36 | +53,941 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 49,863 | 1,800 | 0.01% | 0.01% | 37 | +22,972 | 85.43% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 45,634 | 1,647 | 0.0% | 0.0% | 38 | -1,660 | -3.51% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 45,294 | 1,635 | 0.0% | 0.0% | 39 | +8,088 | 21.74% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 44,930 | 1,622 | 0.03% | 0.02% | 40 | +18,776 | 71.79% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,244 | 1,597 | 0.0% | 0.0% | 41 | +4,366 | 10.95% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 43,516 | 1,571 | 0.0% | 0.0% | 42 | -515 | -1.17% | Q1 2026 | May 05, 2026 |
| Ledyard National Bank | History | Added to | 38,975 | 1,407 | 0.12% | 0.12% | 43 | +540 | 1.4% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 38,476 | 1,406 | 0.03% | 0.03% | 44 | -1,203 | -3.03% | Q1 2026 | Apr 28, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 38,665 | 1,396 | 0.26% | 0.27% | 45 | -243 | -0.62% | Q1 2026 | Apr 09, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 38,498 | 1,390 | 0.52% | 0.51% | 46 | +684 | 1.81% | Q1 2026 | Apr 13, 2026 |
| CGN Advisors LLC | History | Reduced | 37,665 | 1,360 | 0.11% | 0.11% | 47 | -241 | -0.64% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,860 | 1,331 | 0.0% | — | 48 | +36,860 | New | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 36,102 | 1,303 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 35,238 | 1,272 | 0.0% | 0.0% | 50 | -1,116 | -3.07% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 34,365 | 1,240 | 0.03% | 0.03% | 51 | +182 | 0.53% | Q1 2026 | Apr 29, 2026 |
| Vontobel Holding Ltd. | History | Added to | 33,449 | 1,207 | 0.0% | 0.0% | 52 | +1,861 | 5.89% | Q1 2026 | May 08, 2026 |
| Trust Co | History | Reduced | 31,497 | 1,137 | 0.11% | 0.12% | 53 | -3,347 | -9.61% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | No change | 30,769 | 1,124 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prism Advisors, Inc. | History | Reduced | 29,773 | 1,075 | 0.29% | 0.29% | 55 | -334 | -1.11% | Q1 2026 | Apr 23, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 26,906 | 1,046 | 0.39% | 0.36% | 56 | +2,915 | 12.15% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 26,618 | 961 | 0.01% | 0.01% | 57 | -107 | -0.4% | Q1 2026 | Apr 28, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 26,551 | 958 | 0.12% | 0.13% | 58 | -1,125 | -4.06% | Q1 2026 | Apr 23, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 26,489 | 956 | 0.24% | 0.21% | 59 | +2,926 | 12.42% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Added to | 25,865 | 934 | 0.03% | 0.02% | 60 | +4,738 | 22.43% | Q1 2026 | Apr 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 24,519 | 885 | 0.08% | 0.08% | 61 | +112 | 0.46% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 24,052 | 868 | 0.07% | 0.02% | 62 | +16,917 | 237.1% | Q1 2026 | May 15, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 22,979 | 832 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Napier Financial, LLC | History | Reduced | 22,519 | 813 | 0.19% | 0.22% | 64 | -1,336 | -5.6% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,663 | 746 | 0.0% | — | 65 | +20,663 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,594 | 743 | 0.0% | 0.0% | 66 | +1,152 | 5.93% | Q1 2026 | May 07, 2026 |
| Sound Stewardship, LLC | History | Added to | 20,358 | 735 | 0.34% | 0.27% | 67 | +4,899 | 31.69% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,031 | 723 | 0.0% | 0.0% | 68 | +994 | 5.22% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,908 | 646 | 0.02% | 0.02% | 69 | +149 | 0.84% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,889 | 645 | 0.0% | 0.0% | 70 | +436 | 2.5% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 16,207 | 585 | 0.0% | 0.0% | 71 | +11 | 0.07% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 15,529 | 560 | 0.03% | 0.18% | 72 | -2,059,756 | -99.25% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,906 | 538 | 0.0% | 0.0% | 73 | -2,890 | -16.24% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,648 | 530 | 0.0% | 0.0% | 74 | +1,228 | 9.15% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 14,161 | 511 | 0.01% | 0.01% | 75 | +1,587 | 12.62% | Q1 2026 | May 12, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 13,947 | 503 | 0.2% | 0.21% | 76 | -624 | -4.28% | Q1 2026 | Apr 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 13,284 | 479 | 0.04% | 0.04% | 77 | -2 | -0.02% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 13,242 | 478 | 0.01% | 0.01% | 78 | -81 | -0.61% | Q1 2026 | May 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 13,068 | 471 | 0.06% | 0.07% | 79 | -9 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 13,022 | 470 | 0.05% | 0.04% | 80 | +2,927 | 28.99% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 52,256 | 447 | 0.02% | 0.01% | 81 | -2,817 | -5.12% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 12,241 | 442 | 0.32% | 0.27% | 82 | +2,073 | 20.39% | Q1 2026 | May 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 12,167 | 439 | 0.05% | 0.05% | 83 | +835 | 7.37% | Q1 2026 | Apr 23, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 11,970 | 432 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,819 | 426 | 0.0% | 0.0% | 85 | +3,501 | 42.09% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 11,711 | 422 | 0.07% | 0.07% | 86 | -837 | -6.67% | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 11,218 | 411 | 0.08% | 0.12% | 87 | +224 | 2.04% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,129 | 401 | 0.0% | 0.0% | 88 | +438 | 4.1% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 11,059 | 399 | 0.07% | 0.07% | 89 | -64 | -0.58% | Q1 2026 | May 08, 2026 |
| BURNS J W & CO INC/NY | History | New | 11,000 | 397 | 0.05% | — | 90 | +11,000 | New | Q1 2026 | Apr 17, 2026 |
| Leverty Financial Group, LLC | History | No change | 10,323 | 372 | 0.08% | 0.09% | 91 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,179 | 367 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Columbia River Financial Group, LLC | History | No change | 9,504 | 343 | 0.2% | 0.21% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keener Financial Planning LLC | History | No change | 9,451 | 341 | 0.14% | 0.15% | 94 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 9,431 | 340 | 0.07% | 0.05% | 95 | +2,962 | 45.79% | Q1 2026 | May 08, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 9,177 | 331 | 0.11% | 0.12% | 96 | +284 | 3.19% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 8,931 | 322 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 8,881 | 320 | 0.0% | 0.0% | 98 | -187 | -2.06% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,646 | 312 | 0.0% | 0.0% | 99 | -2,878 | -24.97% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | New | 8,405 | 303 | 0.21% | — | 101 | +8,405 | New | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Added to | 8,395 | 303 | 0.1% | 0.1% | 100 | +47 | 0.56% | Q1 2026 | Apr 20, 2026 |
| Continuum Advisory, LLC | History | Reduced | 8,371 | 302 | 0.03% | 0.03% | 102 | -1 | -0.01% | Q1 2026 | Apr 22, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 8,353 | 301 | 0.54% | 0.79% | 103 | -3,030 | -26.62% | Q1 2026 | Apr 14, 2026 |
| Legacy Financial Group LLC | History | Reduced | 8,061 | 291 | 0.04% | 0.04% | 104 | -565 | -6.55% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,034 | 290 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | No change | 7,710 | 278 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,500 | 270 | 0.01% | 0.01% | 107 | -343 | -4.37% | Q1 2026 | May 01, 2026 |
| Live Oak Investment Partners | History | No change | 6,756 | 243 | 0.14% | 0.15% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,628 | 239 | 0.0% | 0.0% | 109 | -341 | -4.89% | Q1 2026 | Apr 24, 2026 |
| Veridan Wealth LLC | History | Reduced | 6,514 | 235 | 0.09% | 0.08% | 110 | -198 | -2.95% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 6,299 | 227 | 0.03% | 0.03% | 111 | -11 | -0.17% | Q1 2026 | Apr 08, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,216 | 224 | 0.11% | 0.11% | 112 | +46 | 0.75% | Q1 2026 | May 08, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 6,188 | 223 | 0.06% | 0.06% | 113 | -382 | -5.81% | Q1 2026 | Apr 16, 2026 |
| Triad Wealth Partners, LLC | History | No change | 6,006 | 216 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vantage Point Financial LLC | History | No change | 6,006 | 216 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Insights, Inc. | History | No change | 5,916 | 213 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,440 | 162 | 0.0% | — | 117 | +4,440 | New | Q1 2026 | Apr 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,930 | 147 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 4,060 | 146 | 0.02% | 0.02% | 119 | +240 | 6.28% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Reduced | 3,956 | 142 | 0.0% | 0.0% | 120 | -421 | -9.62% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 3,671 | 132 | 0.0% | 0.0% | 121 | -80 | -2.13% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 3,600 | 129 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Orion Capital Management LLC | History | Added to | 3,085 | 111 | 0.04% | 0.02% | 123 | +1,505 | 95.25% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,198 | 79 | 0.0% | — | 124 | +2,198 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,135 | 77 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,053 | 74 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,213 | 42 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 36 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 36 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 959 | 34 | 0.0% | 0.0% | 130 | +618 | 181.23% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 919 | 33 | 0.0% | — | 131 | +918 | 91800.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 895 | 32 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 836 | 30 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 817 | 29 | 0.0% | 0.0% | 134 | +96 | 13.31% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 805 | 29 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 744 | 26 | 0.0% | 0.0% | 136 | +50 | 7.2% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | No change | 685 | 25 | 0.02% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 677 | 24 | 0.01% | — | 139 | +677 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 677 | 24 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | No change | 510 | 18 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 492 | 17 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 441 | 15 | 0.02% | 0.03% | 142 | -336 | -43.24% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 391 | 14 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 353 | 12 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 301 | 10 | 0.0% | — | 145 | +301 | New | Q1 2026 | May 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 286 | 9 | 0.0% | 0.0% | 146 | -19 | -6.23% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 256 | 9 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 195 | 7 | 0.0% | 0.0% | 148 | +3 | 1.56% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | No change | 210 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 86 | 3 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 80 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -380,621 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -24,302 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,975 | -100.0% | Q1 2026 | May 15, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,007 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,601 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -757 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -412 | -100.0% | Q1 2026 | May 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |