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 | No change | 2,172,754 | 86,953 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,646,694 | 65,900 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,321,818 | 52,900 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 857,223 | 34,306 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 840,715 | 33,645 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 789,067 | 31,578 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 474,012 | 18,970 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 415,013 | 16,608 | 0.39% | 0.39% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 299,935 | 12,003 | 0.15% | 0.15% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 274,056 | 10,967 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 271,289 | 10,856 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 253,459 | 10,143 | 0.39% | 0.39% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evolution Advisers, Inc. | History | No change | 208,235 | 8,333 | 3.06% | 3.06% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 197,291 | 7,895 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarity Asset Management, Inc. | History | No change | 176,041 | 7,045 | 3.45% | 3.45% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 152,168 | 6,090 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 136,853 | 5,476 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 3EDGE Asset Management, LP | History | No change | 135,264 | 5,413 | 0.24% | 0.24% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 127,555 | 5,104 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 127,349 | 5,096 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 122,362 | 4,896 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 119,655 | 4,788 | 2.03% | 2.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brio Consultants, LLC | History | No change | 104,411 | 4,178 | 0.49% | 0.49% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners OCIO LLC | History | No change | 102,152 | 4,088 | 0.21% | 0.21% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 101,519 | 4,062 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 100,862 | 4,036 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 100,344 | 4,015 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 90,069 | 3,604 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UMB Bank, n.a. | History | No change | 88,705 | 3,549 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 81,591 | 3,265 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Wealth Development LLC | History | No change | 66,412 | 2,657 | 1.47% | 1.47% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 59,488 | 2,380 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 55,689 | 2,228 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 55,553 | 2,223 | 0.55% | 0.55% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 55,532 | 2,222 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 54,413 | 2,177 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 53,941 | 2,142 | 0.89% | 0.89% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 47,788 | 1,912 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 44,930 | 1,798 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 44,930 | 1,798 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 43,341 | 1,734 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 43,327 | 1,733 | 0.38% | 0.38% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colorado Capital Management, Inc. | History | No change | 40,106 | 1,605 | 0.55% | 0.55% | 43 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| McNamara Financial Services, Inc. | History | No change | 38,802 | 1,552 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 38,476 | 1,539 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ledyard National Bank | History | No change | 38,275 | 1,531 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CGN Advisors LLC | History | No change | 37,677 | 1,507 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,920 | 1,477 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 34,365 | 1,375 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 32,983 | 1,319 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 32,287 | 1,292 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 30,769 | 1,246 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 30,886 | 1,236 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 29,952 | 1,198 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prism Advisors, Inc. | History | No change | 28,480 | 1,139 | 0.28% | 0.28% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Reduced | 28,645 | 1,138 | 0.03% | 0.03% | 56 | -278 | -0.96% | Q3 2026 | Oct 02, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 27,064 | 1,119 | 0.39% | 0.39% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 26,551 | 1,062 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 24,926 | 997 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 24,886 | 995 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 24,440 | 978 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Napier Financial, LLC | History | No change | 22,676 | 907 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 22,062 | 882 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,341 | 854 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Stewardship, LLC | History | No change | 20,056 | 802 | 0.33% | 0.33% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,706 | 788 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 19,282 | 771 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,372 | 735 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argyle Capital Partners, LLC | History | No change | 17,481 | 699 | 0.44% | 0.44% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 16,689 | 667 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 15,590 | 623 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,513 | 620 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 14,479 | 579 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towerpoint Wealth, LLC | History | No change | 13,948 | 558 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealth Architects, LLC | History | No change | 13,246 | 530 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 13,022 | 521 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 12,997 | 520 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Capital Management, LLC | History | No change | 14,161 | 511 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,758 | 510 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BURNS J W & CO INC/NY | History | No change | 12,500 | 500 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 11,970 | 479 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 11,677 | 467 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,129 | 445 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 11,111 | 444 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,932 | 437 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Maia Wealth LLC | History | No change | 10,747 | 430 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leverty Financial Group, LLC | History | No change | 10,323 | 413 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,179 | 407 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,639 | 385 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Columbia River Financial Group, LLC | History | No change | 9,504 | 380 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keener Financial Planning LLC | History | No change | 9,451 | 378 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 9,021 | 361 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,868 | 354 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 8,614 | 344 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corundum Group, Inc. | History | No change | 8,456 | 338 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearview Wealth Management LLC | History | No change | 8,280 | 331 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triad Wealth Partners, LLC | History | No change | 8,078 | 327 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 8,047 | 322 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,034 | 321 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 7,710 | 308 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Curtis Advisory Group, LLC | History | No change | 7,604 | 304 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 7,552 | 302 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Live Oak Investment Partners | History | No change | 7,244 | 289 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 6,770 | 270 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 6,533 | 261 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,514 | 260 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Veridan Wealth LLC | History | No change | 6,288 | 251 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 6,299 | 249 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,190 | 248 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vantage Point Financial LLC | History | No change | 6,006 | 240 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 5,951 | 238 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 5,921 | 236 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 5,617 | 224 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 5,602 | 224 | 0.34% | 0.34% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,540 | 221 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Insights, Inc. | History | No change | 5,387 | 215 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,364 | 214 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alpha Financial Partners LLC | History | No change | 5,220 | 208 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 5,205 | 208 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,440 | 177 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 4,060 | 162 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,930 | 157 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 3,635 | 145 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 3,600 | 144 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Capital Management LLC | History | No change | 3,200 | 128 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,404 | 96 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,380 | 95 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 2,233 | 89 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,053 | 82 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,947 | 77 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,213 | 48 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 40 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 39 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 959 | 38 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 910 | 36 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 895 | 35 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 836 | 33 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 805 | 32 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 719 | 29 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 677 | 27 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 680 | 27 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 644 | 25 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hickory Point Bank & Trust | History | New | 573 | 22 | 0.01% | — | 143 | +573 | New | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 492 | 19 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 384 | 15 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 353 | 13 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 312 | 12 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 275 | 10 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 268 | 10 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 256 | 10 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kroeger Financial Partners | History | No change | 237 | 9 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abound Wealth Management | History | No change | 210 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 195 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 80 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 86 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |