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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | History | Added to | 1,086,988 | 47,273 | 4.97% | 3.58% | 1 | +74,293 | 7.34% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | Reduced | 1,052,010 | 45,751 | 0.0% | 0.0% | 2 | -370,978 | -26.07% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 804,525 | 34,988 | 0.12% | 0.13% | 3 | -65,650 | -7.54% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 624,036 | 27,139 | 0.0% | 0.0% | 4 | +36,002 | 6.12% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 563,771 | 24,518 | 0.0% | 0.0% | 5 | +2,660 | 0.47% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 388,216 | 16,883 | 0.0% | 0.0% | 6 | +931 | 0.24% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 284,146 | 12,357 | 0.0% | 0.0% | 7 | -1,798 | -0.63% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 266,948 | 11,609 | 0.17% | 0.18% | 8 | -343 | -0.13% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Added to | 266,019 | 11,569 | 0.0% | 0.0% | 9 | +1,276 | 0.48% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 199,475 | 8,675 | 0.0% | 0.0% | 10 | +9,272 | 4.87% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 188,209 | 8,192 | 0.0% | 0.0% | 11 | +21,208 | 12.7% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 187,468 | 8,152 | 0.01% | 0.01% | 12 | +7,171 | 3.98% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 184,442 | 8,021 | 0.0% | 0.0% | 13 | +7,196 | 4.06% | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 164,656 | 7,160 | 0.03% | 0.03% | 14 | -1,169 | -0.7% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | Reduced | 151,988 | 6,609 | 0.0% | 0.0% | 15 | -1,619 | -1.05% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 108,835 | 4,733 | 0.01% | 0.01% | 16 | -74 | -0.07% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 101,067 | 4,395 | 0.0% | 0.0% | 17 | +426 | 0.42% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 99,159 | 4,312 | 0.02% | 0.02% | 18 | +7,410 | 8.08% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 81,670 | 3,551 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 63,618 | 2,766 | 0.07% | 0.06% | 20 | +6,268 | 10.93% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,806 | 2,213 | 0.0% | 0.0% | 21 | +15,657 | 44.54% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 47,195 | 2,052 | 0.0% | 0.0% | 22 | +3,321 | 7.57% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 44,095 | 1,917 | 0.0% | 0.0% | 23 | +931 | 2.16% | Q2 2026 | Aug 07, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 43,887 | 1,908 | 0.16% | — | 24 | +43,887 | New | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 42,020 | 1,827 | 0.01% | — | 25 | +42,020 | New | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 39,446 | 1,715 | 0.0% | 0.0% | 26 | -3,628 | -8.42% | Q2 2026 | Aug 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 34,929 | 1,519 | 0.2% | 0.2% | 27 | +419 | 1.21% | Q2 2026 | Aug 12, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 30,584 | 1,330 | 0.71% | 1.45% | 28 | -27,569 | -47.41% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,881 | 1,299 | 0.0% | 0.0% | 29 | +395 | 1.34% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 28,990 | 1,260 | 0.13% | 0.15% | 30 | -65 | -0.22% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 27,436 | 1,193 | 0.0% | 0.0% | 31 | -3,273 | -10.66% | Q2 2026 | Aug 12, 2026 |
| Heritage Wealth Advisors | History | Added to | 26,914 | 1,170 | 0.04% | 0.04% | 32 | +60 | 0.22% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 26,704 | 1,161 | 0.07% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 21,811 | 948 | 0.1% | 0.1% | 34 | -49 | -0.22% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,776 | 947 | 0.01% | 0.0% | 35 | +17,108 | 366.5% | Q2 2026 | Jul 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 21,574 | 938 | 0.0% | 0.0% | 36 | +4,806 | 28.66% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 20,848 | 906 | 0.0% | 0.0% | 37 | +7,643 | 57.88% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 20,515 | 892 | 0.02% | 0.02% | 38 | +79 | 0.39% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,309 | 883 | 0.0% | 0.0% | 39 | +1,607 | 8.59% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,900 | 865 | 0.0% | 0.0% | 40 | +2,043 | 11.44% | Q2 2026 | Aug 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 19,135 | 832 | 0.45% | 0.49% | 41 | +1 | 0.01% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,896 | 821 | 0.0% | 0.0% | 42 | +53 | 0.28% | Q2 2026 | Aug 12, 2026 |
| Carson Advisory Inc. | History | No change | 18,070 | 785 | 0.36% | 0.36% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 18,034 | 784 | 0.0% | 0.0% | 44 | +4,531 | 33.56% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 18,007 | 783 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 17,659 | 767 | 0.05% | 0.06% | 46 | -1,521 | -7.93% | Q2 2026 | Sep 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,459 | 759 | 0.0% | 0.0% | 47 | +80 | 0.46% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | No change | 17,113 | 744 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VICUS CAPITAL | History | Reduced | 16,903 | 735 | 0.05% | 0.05% | 49 | -180 | -1.05% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,000 | 695 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,874 | 690 | 0.0% | 0.0% | 51 | -29,221 | -64.8% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 14,636 | 636 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,282 | 621 | 0.0% | 0.0% | 53 | +2,119 | 17.42% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 13,052 | 567 | 0.01% | 0.01% | 54 | +3,753 | 40.36% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 12,918 | 561 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMERCE BANK | History | Reduced | 11,881 | 516 | 0.0% | 0.0% | 56 | -50 | -0.42% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 11,632 | 505 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Investment Management, LLC | History | No change | 11,450 | 497 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Reduced | 11,211 | 488 | 0.0% | 0.0% | 59 | -211 | -1.85% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,906 | 482 | 0.0% | 0.0% | 60 | +5,241 | 92.52% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,899 | 473 | 0.0% | 0.0% | 61 | -1,824 | -14.34% | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | Added to | 10,456 | 454 | 0.05% | 0.05% | 62 | +455 | 4.55% | Q2 2026 | Jul 15, 2026 |
| Trust Co | History | Reduced | 9,778 | 425 | 0.04% | 0.04% | 63 | -498 | -4.85% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 9,724 | 422 | 0.34% | 0.33% | 64 | +336 | 3.58% | Q2 2026 | Aug 28, 2026 |
| Simmons Bank | History | Reduced | 9,582 | 416 | 0.02% | 0.03% | 65 | -1,061 | -9.97% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,281 | 403 | 0.0% | 0.0% | 66 | +4,056 | 77.63% | Q2 2026 | Aug 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 9,049 | 393 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 8,886 | 386 | 0.0% | 0.0% | 68 | +948 | 11.94% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Reduced | 8,569 | 373 | 0.01% | 0.01% | 69 | -38 | -0.44% | Q2 2026 | Jul 01, 2026 |
| Focus Partners Wealth | History | Reduced | 8,253 | 358 | 0.0% | 0.0% | 70 | -53 | -0.64% | Q2 2026 | Aug 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 7,959 | 346 | 0.02% | 0.02% | 71 | -869 | -9.84% | Q2 2026 | Jul 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,900 | 343 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 6,897 | 299 | 0.07% | 0.11% | 73 | -3,830 | -35.7% | Q2 2026 | Jul 27, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 6,854 | 298 | 0.19% | 0.18% | 74 | +202 | 3.04% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,814 | 296 | 0.01% | 0.01% | 75 | +126 | 1.88% | Q2 2026 | Jul 07, 2026 |
| McAdam, LLC | History | Reduced | 6,288 | 273 | 0.01% | 0.01% | 76 | -608 | -8.82% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 6,280 | 273 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,879 | 256 | 0.0% | 0.0% | 78 | +454 | 8.37% | Q2 2026 | Aug 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 5,755 | 250 | 0.14% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,723 | 248 | 0.0% | 0.0% | 80 | -137 | -2.34% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,415 | 235 | 0.0% | 0.0% | 81 | -308 | -5.38% | Q2 2026 | Aug 05, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 5,353 | 232 | 0.15% | 0.16% | 82 | -74 | -1.36% | Q2 2026 | Aug 06, 2026 |
| RMG Wealth Management LLC | History | New | 4,330 | 228 | 0.02% | — | 83 | +4,330 | New | Q2 2026 | Aug 13, 2026 |
| McClarren Financial Advisors, Inc. | History | New | 5,235 | 227 | 0.12% | — | 84 | +5,235 | New | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | New | 5,159 | 224 | 0.0% | — | 85 | +5,159 | New | Q2 2026 | Aug 17, 2026 |
| VestGen Advisors, LLC | History | No change | 5,073 | 220 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 4,946 | 215 | 0.05% | — | 87 | +4,946 | New | Q2 2026 | Jul 31, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 4,911 | 213 | 0.15% | 0.15% | 88 | -25 | -0.51% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | New | 4,848 | 210 | 0.02% | — | 89 | +4,848 | New | Q2 2026 | Jul 28, 2026 |
| Legacy Edge Advisors, LLC | History | New | 4,790 | 208 | 0.02% | — | 90 | +4,790 | New | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,503 | 152 | 0.0% | 0.0% | 91 | +117 | 3.46% | Q2 2026 | Aug 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,791 | 121 | 0.05% | 0.05% | 92 | +193 | 7.43% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,772 | 120 | 0.0% | 0.0% | 93 | +339 | 13.93% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | Reduced | 2,707 | 117 | 0.06% | 0.17% | 94 | -16,912 | -86.2% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,220 | 96 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 2,138 | 94 | 0.0% | 0.0% | 96 | -168 | -7.29% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,017 | 87 | 0.0% | 0.0% | 97 | -166 | -7.6% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,834 | 79 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 1,711 | 74 | 0.03% | 0.09% | 99 | -3,707 | -68.42% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,565 | 68 | 0.0% | 0.01% | 101 | -11,742 | -88.24% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,582 | 68 | 0.0% | 0.0% | 100 | +948 | 149.53% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 1,424 | 61 | 0.0% | 0.0% | 102 | +129 | 9.96% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,225 | 53 | 0.0% | 0.0% | 103 | +50 | 4.26% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 957 | 41 | 0.0% | 0.0% | 104 | -294 | -23.5% | Q2 2026 | Aug 05, 2026 |
| Concord Wealth Partners | History | New | 809 | 35 | 0.0% | — | 105 | +809 | New | Q2 2026 | Jul 27, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 797 | 34 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 759 | 33 | 0.0% | 0.0% | 107 | -21 | -2.69% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 673 | 29 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 664 | 28 | 0.0% | — | 109 | +664 | New | Q2 2026 | Aug 13, 2026 |
| Urban Financial Advisory Corp | History | No change | 514 | 22 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 519 | 22 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 499 | 21 | 0.01% | — | 112 | +499 | New | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 465 | 20 | 0.0% | 0.0% | 113 | -40 | -7.92% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 410 | 17 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 375 | 16 | 0.0% | 0.0% | 115 | -130 | -25.74% | Q2 2026 | Aug 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 370 | 16 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 323 | 14 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DT Investment Partners, LLC | History | Added to | 302 | 13 | 0.0% | 0.0% | 118 | +5 | 1.68% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | No change | 318 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 275 | 11 | 0.0% | 0.0% | 120 | +182 | 195.7% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 72 | 3 | 0.0% | 0.0% | 123 | -397 | -84.65% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Reduced | 84 | 3 | 0.0% | 0.0% | 122 | -165 | -66.27% | Q2 2026 | Aug 11, 2026 |
| Orion Capital Management LLC | History | New | 88 | 3 | 0.0% | — | 124 | +88 | New | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 68 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 27 | 1 | 0.0% | — | 127 | +27 | New | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 35 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CANANDAIGUA NATIONAL CORP | History | Closed out | 0 | 0 | — | 0.16% | — | -47,243 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Opes Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -38,345 | -100.0% | Q1 2026 | Apr 28, 2026 |
| rebel Financial LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -29,769 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -23,484 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Neumann Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,180 | -100.0% | Q2 2026 | Jul 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,940 | -100.0% | Q2 2026 | Sep 02, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,144 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,972 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,051 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,280 | -100.0% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |