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 | No change | 900,899 | 42,306 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 541,145 | 25,412 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 517,033 | 24,279 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 486,733 | 22,857 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 393,426 | 18,475 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 300,651 | 14,118 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 255,680 | 12,006 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 207,739 | 9,755 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 202,497 | 9,509 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 161,522 | 7,585 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 140,216 | 6,584 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 114,208 | 5,206 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 90,010 | 4,226 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 81,091 | 3,808 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 77,856 | 3,656 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 64,044 | 3,007 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 63,261 | 2,970 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 61,864 | 2,905 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WCG Wealth Advisors LLC | History | No change | 59,018 | 2,771 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 55,573 | 2,604 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 46,117 | 2,165 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 42,571 | 1,999 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 36,370 | 1,687 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 32,673 | 1,534 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO | History | No change | 31,320 | 1,487 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,322 | 1,376 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 28,875 | 1,355 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,770 | 1,210 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 25,072 | 1,177 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VICUS CAPITAL | History | No change | 22,342 | 1,049 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 18,376 | 862 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 17,805 | 836 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMERCE BANK | History | No change | 17,207 | 808 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,543 | 776 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 14,919 | 700 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 14,576 | 684 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| High Note Wealth, LLC | History | No change | 14,318 | 672 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 14,201 | 666 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Napier Financial, LLC | History | No change | 13,919 | 653 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 13,553 | 636 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,300 | 624 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,963 | 608 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,615 | 592 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 12,569 | 590 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 12,416 | 583 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,500 | 540 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,497 | 539 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 10,971 | 515 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 10,888 | 511 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 10,810 | 507 | 0.27% | 0.27% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Virtu Financial LLC | History | No change | 10,637 | 499 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 9,644 | 452 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,484 | 445 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,218 | 432 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | No change | 9,214 | 432 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 8,848 | 415 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,702 | 409 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 8,709 | 408 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 7,988 | 375 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 7,912 | 371 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SK Wealth Management, LLC | History | No change | 7,268 | 352 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 7,494 | 351 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7,333 | 344 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Added to | 7,532 | 341 | 0.01% | 0.01% | 64 | +16 | 0.21% | Q3 2026 | Oct 02, 2026 |
| Simmons Bank | History | No change | 7,238 | 339 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RVW Wealth, LLC | History | No change | 7,117 | 334 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Trust Co | History | No change | 6,996 | 328 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WealthSpring Partners, LLC | History | No change | 6,836 | 321 | 0.28% | 0.28% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Olde Wealth Management, LLC | History | No change | 6,729 | 315 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 6,682 | 313 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 6,547 | 307 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 6,426 | 301 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 6,352 | 298 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 6,284 | 295 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 6,247 | 293 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,877 | 275 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,666 | 266 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,597 | 262 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Falcon Wealth Planning | History | No change | 5,488 | 257 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Petros Family Wealth, LLC | History | No change | 5,481 | 257 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,472 | 256 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AIRE ADVISORS, LLC | History | No change | 5,347 | 251 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ipsen Advisor Group LLC | History | No change | 5,219 | 245 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kelsey Financial, LLC | History | No change | 5,104 | 239 | 0.18% | 0.18% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | No change | 4,876 | 228 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,678 | 219 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | No change | 4,533 | 212 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marshall Financial Group, LLC | History | No change | 4,336 | 203 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,600 | 169 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,479 | 158 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,299 | 154 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,184 | 149 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,117 | 146 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 2,202 | 103 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,058 | 96 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,913 | 89 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,722 | 80 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,554 | 72 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 1,383 | 64 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,346 | 63 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,337 | 62 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOTCO | History | No change | 1,248 | 58 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,208 | 56 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,157 | 54 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,034 | 48 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,005 | 47 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 960 | 45 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 913 | 42 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 833 | 39 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 801 | 37 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 666 | 31 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 540 | 25 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Front Row Advisors LLC | History | No change | 505 | 24 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Urban Financial Advisory Corp | History | No change | 479 | 22 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 442 | 20 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 413 | 19 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 353 | 16 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 340 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Crewe Advisors LLC | History | No change | 303 | 14 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunrise Financial Services, LLC | History | No change | 306 | 14 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 246 | 11 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DT Investment Partners, LLC | History | No change | 227 | 10 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 200 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 140 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 69 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 54 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 59 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 31 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |