Nushares ETF Trust - NUMV
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 | Reduced | 1,422,988 | 55,169 | 0.0% | 0.0% | 1 | -45,259 | -3.08% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 1,012,695 | 39,248 | 3.58% | 3.79% | 2 | +24,325 | 2.46% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 870,175 | 33,736 | 0.13% | — | 3 | +870,175 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 588,034 | 22,798 | 0.0% | 0.0% | 4 | +14,475 | 2.52% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 561,111 | 21,754 | 0.0% | 0.0% | 5 | +23,603 | 4.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 387,285 | 15,015 | 0.0% | 0.01% | 6 | -151,017 | -28.05% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 285,944 | 11,086 | 0.0% | 0.0% | 7 | -5,634 | -1.93% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 267,291 | 10,362 | 0.18% | 0.19% | 8 | -4,571 | -1.68% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 264,743 | 10,264 | 0.0% | 0.0% | 9 | +2,127 | 0.81% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 190,203 | 7,374 | 0.0% | 0.0% | 10 | +29,557 | 18.4% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 180,297 | 6,990 | 0.01% | 0.01% | 11 | +14,526 | 8.76% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 177,246 | 6,871 | 0.0% | 0.0% | 12 | +56,480 | 46.77% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 165,825 | 6,429 | 0.03% | 0.04% | 13 | +8,671 | 5.52% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 167,001 | 6,349 | 0.0% | 0.0% | 14 | +31,198 | 22.97% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 153,607 | 5,955 | 0.0% | 0.01% | 15 | -436,134 | -73.95% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 108,909 | 4,222 | 0.01% | 0.01% | 16 | +8,963 | 8.97% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | No change | 100,641 | 3,901 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 91,749 | 3,559 | 0.02% | 0.01% | 18 | +31,629 | 52.61% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 81,670 | 3,166 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 58,153 | 2,254 | 1.45% | 1.47% | 20 | -1,360 | -2.29% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 57,350 | 2,223 | 0.06% | 0.06% | 21 | +1,239 | 2.21% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 47,083 | 1,840 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 47,243 | 1,831 | 0.16% | — | 23 | +47,243 | New | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 45,095 | 1,748 | 0.0% | — | 24 | +45,095 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 43,874 | 1,701 | 0.0% | 0.0% | 25 | +3,081 | 7.55% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 43,164 | 1,673 | 0.0% | 0.0% | 26 | +12,541 | 40.95% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 43,074 | 1,669 | 0.0% | 0.0% | 27 | +5,135 | 13.53% | Q1 2026 | May 13, 2026 |
| Opes Wealth Management LLC | History | Added to | 38,345 | 1,486 | 0.24% | 0.24% | 28 | +100 | 0.26% | Q1 2026 | Apr 28, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 34,510 | 1,337 | 0.2% | 0.19% | 29 | +2,741 | 8.63% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,149 | 1,333 | 0.0% | 0.0% | 30 | -3,218 | -8.39% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,709 | 1,190 | 0.0% | 0.0% | 31 | +826 | 2.76% | Q1 2026 | May 07, 2026 |
| rebel Financial LLC | History | Added to | 29,769 | 1,154 | 0.5% | 0.47% | 32 | +1,368 | 4.82% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,486 | 1,143 | 0.0% | 0.0% | 33 | +916 | 3.21% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 29,055 | 1,126 | 0.15% | 0.13% | 34 | +76 | 0.26% | Q1 2026 | Apr 10, 2026 |
| Heritage Wealth Advisors | History | Added to | 26,854 | 1,041 | 0.04% | 0.04% | 35 | +935 | 3.61% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 26,704 | 1,035 | 0.06% | 0.09% | 36 | -911,763 | -97.15% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 23,484 | 910 | 0.1% | 0.09% | 37 | +1,902 | 8.81% | Q1 2026 | May 01, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 21,860 | 847 | 0.1% | 0.1% | 38 | -29 | -0.13% | Q1 2026 | Apr 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 20,436 | 792 | 0.02% | 0.01% | 39 | +3,533 | 20.9% | Q1 2026 | Apr 17, 2026 |
| Addison Advisors LLC | History | Added to | 19,619 | 760 | 0.17% | 0.17% | 40 | +260 | 1.34% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 19,180 | 743 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 19,134 | 741 | 0.49% | 0.47% | 42 | +167 | 0.88% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,702 | 725 | 0.0% | 0.0% | 43 | -1,688 | -8.28% | Q1 2026 | May 04, 2026 |
| Carson Advisory Inc. | History | Reduced | 18,070 | 700 | 0.36% | 0.39% | 44 | -900 | -4.74% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 18,007 | 698 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,857 | 692 | 0.0% | 0.0% | 46 | -2,670 | -13.01% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,379 | 673 | 0.0% | 0.0% | 47 | -166 | -0.95% | Q1 2026 | May 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 17,113 | 663 | 0.05% | 0.05% | 48 | -69 | -0.4% | Q1 2026 | Apr 08, 2026 |
| VICUS CAPITAL | History | Reduced | 17,083 | 662 | 0.05% | 0.05% | 49 | -660 | -3.72% | Q1 2026 | Apr 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,768 | 650 | 0.0% | 0.0% | 50 | -1,249 | -6.93% | Q1 2026 | May 13, 2026 |
| Neumann Capital Management, LLC | History | Added to | 16,180 | 627 | 0.18% | 0.18% | 51 | +250 | 1.57% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,000 | 625 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,636 | 567 | 0.01% | 0.01% | 53 | +500 | 3.54% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,503 | 523 | 0.0% | 0.0% | 54 | +911 | 7.23% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 13,307 | 515 | 0.01% | — | 55 | +13,307 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 13,205 | 512 | 0.0% | 0.0% | 56 | +1,785 | 15.63% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,940 | 501 | 0.0% | — | 57 | +12,940 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | No change | 12,918 | 500 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,723 | 493 | 0.0% | 0.0% | 59 | +1,220 | 10.61% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,163 | 472 | 0.0% | 0.0% | 60 | +133 | 1.11% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Reduced | 11,931 | 462 | 0.0% | 0.0% | 61 | -1,006 | -7.78% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | New | 11,632 | 450 | 0.02% | — | 62 | +11,632 | New | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 11,422 | 443 | 0.0% | 0.0% | 63 | +250 | 2.24% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 11,450 | 443 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 10,727 | 415 | 0.11% | 0.11% | 65 | +231 | 2.2% | Q1 2026 | Apr 23, 2026 |
| Simmons Bank | History | Reduced | 10,643 | 412 | 0.03% | 0.03% | 66 | -37 | -0.35% | Q1 2026 | Apr 23, 2026 |
| Trust Co | History | Reduced | 10,276 | 398 | 0.04% | 0.04% | 67 | -512 | -4.75% | Q1 2026 | Apr 13, 2026 |
| LexAurum Advisors, LLC | History | New | 10,001 | 387 | 0.05% | — | 68 | +10,001 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 9,388 | 363 | 0.33% | 0.38% | 69 | -890 | -8.66% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,299 | 360 | 0.01% | 0.01% | 70 | +33 | 0.36% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 9,144 | 354 | 0.0% | 0.0% | 71 | -178 | -1.91% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 9,049 | 350 | 0.01% | 0.01% | 72 | +438 | 5.09% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,972 | 348 | 0.01% | — | 73 | +8,972 | New | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 8,828 | 342 | 0.02% | 0.03% | 74 | -201 | -2.23% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Added to | 8,607 | 334 | 0.01% | 0.01% | 75 | +46 | 0.54% | Q1 2026 | Apr 06, 2026 |
| Focus Partners Wealth | History | No change | 8,306 | 322 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 7,938 | 307 | 0.0% | 0.0% | 77 | +512 | 6.89% | Q1 2026 | May 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,900 | 306 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 7,051 | 273 | 0.08% | 0.06% | 79 | -702 | -9.05% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 6,896 | 267 | 0.01% | 0.01% | 80 | +5 | 0.07% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,688 | 259 | 0.01% | 0.01% | 81 | -4,335 | -39.33% | Q1 2026 | Apr 08, 2026 |
| Ipsen Advisor Group LLC | History | No change | 6,271 | 245 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | New | 6,280 | 243 | 0.0% | — | 84 | +6,280 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 6,280 | 243 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,860 | 227 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 5,755 | 223 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,665 | 221 | 0.0% | 0.0% | 88 | -2,467 | -30.34% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,723 | 221 | 0.0% | 0.0% | 87 | +381 | 7.13% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,073 | 211 | 0.01% | 0.01% | 89 | -1,701 | -25.11% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,425 | 210 | 0.0% | 0.0% | 90 | -2,843 | -34.39% | Q1 2026 | May 01, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 5,427 | 210 | 0.16% | 0.22% | 91 | -1,930 | -26.23% | Q1 2026 | Apr 20, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 5,418 | 210 | 0.09% | 0.11% | 92 | -1,646 | -23.3% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 5,275 | 206 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,225 | 202 | 0.0% | 0.0% | 94 | -27,711 | -84.14% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 4,936 | 191 | 0.15% | 0.06% | 95 | +3,079 | 165.81% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,668 | 182 | 0.0% | 0.0% | 96 | -908 | -16.28% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,386 | 131 | 0.0% | 0.0% | 97 | +1,473 | 77.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,250 | 116 | 0.01% | 0.0% | 98 | -3,145 | -16.22% | Q1 2026 | May 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 2,598 | 100 | 0.05% | — | 99 | +2,598 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,433 | 94 | 0.0% | 0.0% | 100 | -139 | -5.4% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 2,306 | 90 | 0.0% | 0.0% | 101 | -7,500 | -76.48% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,220 | 86 | 0.0% | — | 102 | +2,220 | New | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 2,183 | 84 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 2,114 | 81 | 0.0% | — | 104 | +2,114 | New | Q1 2026 | May 19, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,834 | 71 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 1,357 | 53 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 1,295 | 50 | 0.0% | 0.0% | 107 | +309 | 31.34% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,251 | 48 | 0.0% | — | 108 | +1,251 | New | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,175 | 45 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 780 | 30 | 0.0% | 0.0% | 110 | -90 | -10.34% | Q1 2026 | Apr 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 673 | 26 | 0.0% | — | 111 | +673 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 634 | 24 | 0.0% | 0.0% | 112 | +294 | 86.47% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | No change | 536 | 20 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 519 | 20 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 514 | 19 | 0.01% | 0.01% | 117 | -66 | -11.38% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 505 | 19 | 0.0% | 0.0% | 115 | +40 | 8.6% | Q1 2026 | May 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 505 | 19 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 469 | 18 | 0.0% | 0.0% | 118 | -14 | -2.9% | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | No change | 410 | 15 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | No change | 380 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 370 | 14 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | New | 318 | 12 | 0.0% | — | 123 | +318 | New | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 323 | 12 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DT Investment Partners, LLC | History | No change | 297 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 249 | 9 | 0.0% | 0.0% | 125 | +4 | 1.63% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 224 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 194 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 107 | 4 | 0.0% | — | 129 | +107 | New | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 93 | 3 | 0.0% | 0.0% | 130 | +32 | 52.46% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 68 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 35 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,818 | -100.0% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,510 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,407 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,803 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,463 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -809 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -499 | -100.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |