Nushares ETF Trust - NUMG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,193,270 | 49,019 | 0.0% | 0.0% | 1 | +27,944 | 2.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 535,008 | 21,978 | 0.0% | 0.01% | 2 | -240,535 | -31.02% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 531,731 | 21,843 | 0.0% | 0.0% | 3 | +20,130 | 3.93% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 486,403 | 19,981 | 0.0% | 0.0% | 4 | +23,223 | 5.01% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 414,756 | 17,038 | 0.07% | — | 5 | +414,756 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 299,949 | 12,321 | 0.0% | 0.0% | 6 | +6,073 | 2.07% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 255,666 | 10,502 | 0.0% | 0.01% | 7 | -203,153 | -44.28% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 245,202 | 10,071 | 0.0% | 0.0% | 8 | +14,000 | 6.06% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 202,171 | 8,305 | 0.0% | 0.0% | 9 | +9,840 | 5.12% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 155,469 | 6,386 | 0.01% | 0.01% | 10 | +29,789 | 23.7% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 104,169 | 4,279 | 0.0% | 0.0% | 11 | -1,171 | -1.11% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 89,527 | 3,580 | 0.0% | 0.0% | 12 | +16,958 | 23.37% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,864 | 3,280 | 0.0% | 0.0% | 13 | -2,128 | -2.6% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | No change | 77,454 | 3,181 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 72,614 | 2,982 | 0.12% | 0.12% | 15 | +2,428 | 3.46% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 64,044 | 2,630 | 0.06% | 0.08% | 16 | -17,702 | -21.65% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 63,261 | 2,598 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 62,570 | 2,570 | 0.0% | 0.0% | 18 | +4,780 | 8.27% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 55,162 | 2,301 | 0.05% | 0.06% | 19 | -556 | -1.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 46,441 | 1,907 | 0.01% | 0.01% | 20 | +4,193 | 9.92% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 47,124 | 1,874 | 0.0% | 0.0% | 21 | +12,472 | 35.99% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 45,435 | 1,866 | 0.05% | 0.06% | 22 | +2,089 | 4.82% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 45,291 | 1,860 | 0.0% | 0.0% | 23 | +25,338 | 126.99% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 42,671 | 1,752 | 0.0% | 0.0% | 24 | +3,368 | 8.57% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,875 | 1,596 | 0.0% | 0.0% | 25 | -3,519 | -8.3% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | New | 33,466 | 1,374 | 0.06% | — | 26 | +33,466 | New | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Reduced | 31,437 | 1,311 | 0.01% | 0.03% | 27 | -31,186 | -49.8% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,168 | 1,239 | 0.0% | 0.0% | 28 | +3,132 | 11.58% | Q1 2026 | May 07, 2026 |
| Virtu Financial LLC | History | New | 26,831 | 1,102 | 0.05% | — | 29 | +26,831 | New | Q1 2026 | May 14, 2026 |
| rebel Financial LLC | History | Added to | 26,028 | 1,069 | 0.46% | 0.44% | 30 | +4,386 | 20.27% | Q1 2026 | Apr 24, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 24,639 | 1,012 | 0.13% | 0.15% | 31 | -1,537 | -5.87% | Q1 2026 | Apr 10, 2026 |
| VICUS CAPITAL | History | Added to | 21,922 | 900 | 0.07% | 0.08% | 32 | +613 | 2.88% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 19,336 | 794 | 0.0% | 0.0% | 33 | +1,478 | 8.28% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Reduced | 18,539 | 761 | 0.0% | 0.01% | 34 | -552 | -2.89% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 18,510 | 760 | 0.08% | 0.09% | 35 | +1,715 | 10.21% | Q1 2026 | May 01, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 16,672 | 684 | 0.08% | 0.1% | 36 | -540 | -3.14% | Q1 2026 | Apr 29, 2026 |
| High Note Wealth, LLC | History | Reduced | 15,932 | 654 | 0.13% | 0.15% | 37 | -365 | -2.24% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,300 | 634 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 15,031 | 617 | 0.0% | 0.0% | 39 | +138 | 0.93% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | New | 13,820 | 601 | 0.29% | — | 40 | +13,820 | New | Q1 2026 | Apr 24, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 14,577 | 598 | 0.07% | 0.08% | 41 | +263 | 1.84% | Q1 2026 | Apr 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 14,156 | 581 | 0.04% | 0.05% | 42 | -435,481 | -96.85% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 13,853 | 569 | 0.0% | 0.0% | 43 | +706 | 5.37% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 12,996 | 533 | 0.12% | 0.16% | 44 | -701 | -5.12% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,633 | 519 | 0.0% | 0.0% | 45 | -327 | -2.52% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 12,277 | 504 | 0.01% | 0.01% | 46 | -478 | -3.75% | Q1 2026 | Apr 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 10,524 | 502 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,500 | 472 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Neumann Capital Management, LLC | History | Added to | 11,470 | 471 | 0.14% | 0.16% | 49 | +90 | 0.79% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,282 | 463 | 0.0% | 0.0% | 50 | -978 | -7.98% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 11,187 | 459 | 0.04% | 0.05% | 51 | +104 | 0.94% | Q1 2026 | Apr 22, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 10,842 | 445 | 0.04% | — | 52 | +10,842 | New | Q1 2026 | Apr 08, 2026 |
| SK Wealth Management, LLC | History | Reduced | 10,092 | 421 | 0.12% | 0.17% | 53 | -2,898 | -22.31% | Q1 2026 | May 06, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 10,229 | 420 | 0.28% | 0.27% | 54 | +1,292 | 14.46% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,043 | 412 | 0.0% | 0.0% | 55 | +768 | 8.28% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,568 | 393 | 0.0% | 0.0% | 56 | +1,997 | 26.38% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,390 | 385 | 0.0% | 0.0% | 57 | +132 | 1.43% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | No change | 8,848 | 363 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,619 | 354 | 0.0% | 0.0% | 59 | -968 | -10.1% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 8,533 | 350 | 0.01% | 0.01% | 60 | +482 | 5.99% | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7,333 | 350 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 8,173 | 335 | 0.0% | 0.0% | 62 | +64 | 0.79% | Q1 2026 | May 14, 2026 |
| Simmons Bank | History | Reduced | 8,027 | 329 | 0.02% | 0.03% | 63 | -29 | -0.36% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,764 | 323 | 0.0% | 0.0% | 64 | -8,431 | -52.06% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,761 | 318 | 0.0% | 0.0% | 65 | -433 | -5.28% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,336 | 301 | 0.01% | 0.01% | 66 | -575 | -7.27% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 7,315 | 300 | 0.18% | 0.21% | 67 | +5,463 | 294.98% | Q1 2026 | Apr 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,295 | 299 | 0.01% | 0.01% | 68 | +45 | 0.62% | Q1 2026 | May 14, 2026 |
| RVW Wealth, LLC | History | No change | 7,179 | 294 | 0.02% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,096 | 291 | 0.01% | 0.01% | 70 | -827 | -10.44% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 7,073 | 291 | 0.01% | 0.01% | 71 | +202 | 2.94% | Q1 2026 | Apr 06, 2026 |
| Focus Partners Wealth | History | No change | 7,035 | 288 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 6,994 | 287 | 0.03% | 0.03% | 73 | +225 | 3.32% | Q1 2026 | Apr 13, 2026 |
| WealthSpring Partners, LLC | History | No change | 6,868 | 282 | 0.26% | 0.34% | 74 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Olde Wealth Management, LLC | History | Added to | 6,733 | 276 | 0.09% | 0.09% | 75 | +262 | 4.05% | Q1 2026 | May 12, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 6,462 | 265 | 0.19% | 0.21% | 76 | -115 | -1.75% | Q1 2026 | Apr 24, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 6,426 | 263 | 0.01% | 0.01% | 77 | +1,068 | 19.93% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,397 | 262 | 0.0% | 0.0% | 78 | -39 | -0.61% | Q1 2026 | Apr 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,272 | 257 | 0.03% | 0.03% | 79 | +8 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Added to | 6,070 | 249 | 0.01% | 0.01% | 80 | +788 | 14.92% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Added to | 5,688 | 233 | 0.02% | 0.02% | 81 | +394 | 7.44% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,441 | 224 | 0.01% | — | 82 | +5,441 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,375 | 220 | 0.0% | 0.0% | 83 | +245 | 4.78% | Q1 2026 | Apr 28, 2026 |
| AIRE ADVISORS, LLC | History | No change | 5,347 | 219 | 0.04% | 0.05% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ipsen Advisor Group LLC | History | No change | 4,538 | 216 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kelsey Financial, LLC | History | New | 5,156 | 211 | 0.18% | — | 86 | +5,156 | New | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,243 | 210 | 0.01% | 0.0% | 87 | -5,328 | -36.57% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,977 | 204 | 0.01% | 0.01% | 88 | -2,607 | -34.38% | Q1 2026 | Apr 08, 2026 |
| McAdam, LLC | History | Added to | 4,990 | 204 | 0.01% | 0.01% | 89 | +424 | 9.29% | Q1 2026 | May 08, 2026 |
| Arkos Global Advisors | History | Reduced | 4,278 | 176 | 0.02% | 0.03% | 90 | -20 | -0.47% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,871 | 159 | 0.0% | 0.0% | 91 | +1,111 | 40.25% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,479 | 158 | 0.02% | 0.03% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,779 | 156 | 0.0% | 0.0% | 93 | +749 | 24.72% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,787 | 155 | 0.0% | 0.05% | 94 | -36,700 | -90.65% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,246 | 133 | 0.0% | 0.0% | 95 | -278 | -7.89% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,184 | 130 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 3,074 | 126 | 0.06% | 0.06% | 97 | -241 | -7.27% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,079 | 85 | 0.0% | 0.0% | 98 | -1 | -0.05% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,058 | 84 | 0.07% | 0.08% | 99 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,944 | 79 | 0.04% | — | 100 | +1,944 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,722 | 70 | 0.0% | — | 101 | +1,722 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,613 | 66 | 0.0% | 0.0% | 102 | +438 | 37.28% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,378 | 56 | 0.0% | — | 104 | +1,378 | New | Q1 2026 | May 19, 2026 |
| UMB Bank, n.a. | History | No change | 1,383 | 56 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,346 | 55 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,337 | 54 | 0.03% | 0.04% | 106 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 1,099 | 52 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MOTCO | History | No change | 1,248 | 51 | 0.0% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,158 | 47 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,157 | 47 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,071 | 43 | 0.03% | 0.04% | 111 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Allworth Financial LP | History | Reduced | 1,005 | 41 | 0.0% | 0.0% | 112 | -8 | -0.79% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 913 | 37 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 830 | 34 | 0.0% | 0.0% | 114 | -276 | -24.95% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 688 | 28 | 0.0% | 0.0% | 115 | +269 | 64.2% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 634 | 26 | 0.0% | 0.0% | 116 | -71 | -10.07% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Added to | 540 | 22 | 0.0% | 0.0% | 117 | +109 | 25.29% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 505 | 20 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Urban Financial Advisory Corp | History | Added to | 479 | 19 | 0.01% | 0.01% | 119 | +30 | 6.68% | Q1 2026 | May 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 442 | 18 | 0.0% | — | 121 | +442 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 459 | 18 | 0.0% | 0.0% | 120 | +35 | 8.25% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 413 | 16 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 340 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 306 | 12 | 0.01% | 0.12% | 125 | -2,971 | -90.66% | Q1 2026 | Apr 29, 2026 |
| Crewe Advisors LLC | History | Reduced | 303 | 12 | 0.0% | 0.0% | 124 | -3 | -0.98% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | New | 246 | 10 | 0.0% | — | 126 | +246 | New | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | No change | 213 | 8 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 194 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 187 | 7 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 140 | 5 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 113 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | No change | 88 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 54 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 137 | -103 | -76.87% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,400 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,598 | -100.0% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q1 2026 | May 04, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,845 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,756 | -100.0% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -5,386 | -100.0% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,150 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,348 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Values Added Financial LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,221 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,143 | -100.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,060 | -100.0% | Q1 2026 | May 07, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pandora Wealth, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |