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Nuveen ESG Mid-Cap Value ETF (NUMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Abacus Wealth Partners, LLC
DECREASED
Shares1,026,335 from 1,086,988
Change-60,653 (-6%)
Value$43.4M (-$3.8M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares626,036 from 624,036
Change+2,000 (+0%)
Value$26.5M (-$639.2K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares268,186 from 266,948
Change+1,238 (+0%)
Value$11.4M (-$257.3K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares201,643 from 187,468
Change+14,175 (+8%)
Value$8.5M (+$382.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares100,172 from 101,067
Change-895 (-1%)
Value$4.2M (-$155.1K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
INCREASED
Shares43,890 from 43,887
Change+3 (+0%)
Value$1.9M (-$50.8K)
Filed 2026-10-07
Regatta Capital Group, LLC
INCREASED
Shares34,999 from 34,929
Change+70 (+0%)
Value$1.5M (-$37.6K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
INCREASED
Shares29,371 from 28,990
Change+381 (+1%)
Value$1.2M (-$17.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares26,262 from 21,776
Change+4,486 (+21%)
Value$1.1M (+$164.6K)
Filed 2026-10-08
rebel Financial LLC
DECREASED
Shares23,688 from 26,484
Change-2,796 (-11%)
Value$1.0M (-$149.1K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
DECREASED
Shares21,211 from 21,811
Change-600 (-3%)
Value$897.9K (-$50.7K)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares20,967 from 20,848
Change+119 (+1%)
Value$887.5K (-$19.2K)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares20,356 from 20,515
Change-159 (-1%)
Value$861.7K (-$30.5K)
Filed 2026-11-05
Fingerlakes Wealth Management, Inc.
DECREASED
Shares18,020 from 19,135
Change-1,115 (-6%)
Value$762.8K (-$69.4K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares17,659 from 17,659
Change0 (0%)
Value$747.5K (-$20.5K)
Filed 2026-10-27
RVW Wealth, LLC
UNCHANGED
Shares17,113 from 17,113
Change0 (0%)
Value$724.4K (-$19.9K)
Filed 2026-10-06
Vicus Capital
INCREASED
Shares17,057 from 16,903
Change+154 (+1%)
Value$722.0K (-$13.1K)
Filed 2026-11-05
Neumann Capital Management, LLC
NEW
Shares16,418
Change+16,418
Value$695.0K
Filed 2026-10-15
Invera Wealth Advisors, LLC
DECREASED
Shares15,433 from 30,584
Change-15,151 (-50%)
Value$653.3K (-$676.8K)
Filed 2026-10-28
Parallel Advisors, LLC
UNCHANGED
Shares14,636 from 14,636
Change0 (0%)
Value$619.5K (-$17.0K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares12,259 from 13,052
Change-793 (-6%)
Value$518.9K (-$48.7K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
NEW
Shares11,611
Change+11,611
Value$491.5K
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,907 from 14,282
Change-3,375 (-24%)
Value$462 (-$620.5K)
Filed 2026-11-02
Trust Co
INCREASED
Shares9,814 from 9,778
Change+36 (+0%)
Value$415.4K (-$9.8K)
Filed 2026-10-09
LexAurum Advisors, LLC
DECREASED
Shares9,691 from 10,456
Change-765 (-7%)
Value$410.2K (-$44.5K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares9,261 from 10,906
Change-1,645 (-15%)
Value$403.3K (-$79.1K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares8,452 from 8,569
Change-117 (-1%)
Value$358 (-$15)
Filed 2026-10-02
Assetmark, Inc
DECREASED
Shares7,752 from 8,886
Change-1,134 (-13%)
Value$328.1K (-$58.3K)
Filed 2026-10-21
Hill Island Financial LLC
NEW
Shares6,881
Change+6,881
Value$291.3K
Filed 2026-10-20
Ipsen Advisor Group LLC
INCREASED
Shares6,873 from 6,854
Change+19 (+0%)
Value$290.9K (-$7.1K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares6,852 from 6,814
Change+38 (+1%)
Value$290.0K (-$6.3K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares6,699 from 6,288
Change+411 (+7%)
Value$283.6K (+$10.1K)
Filed 2026-10-21
Stage Harbor Financial, LLC
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$243.6K (-$6.7K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares5,733 from 5,879
Change-146 (-2%)
Value$243 (-$255.8K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
UNCHANGED
Shares5,723 from 5,723
Change0 (0%)
Value$242.3K (-$6.6K)
Filed 2026-10-21
Private Wealth Management Group, LLC
DECREASED
Shares5,404 from 6,897
Change-1,493 (-22%)
Value$228.8K (-$71.2K)
Filed 2026-10-19
Joel Adams & Associates, Inc.
DECREASED
Shares5,339 from 5,353
Change-14 (0%)
Value$226.0K (-$6.8K)
Filed 2026-11-02
McClarren Financial Advisors, Inc.
DECREASED
Shares5,095 from 5,235
Change-140 (-3%)
Value$215.7K (-$12.0K)
Filed 2026-10-15
VestGen Advisors, LLC
UNCHANGED
Shares5,073 from 5,073
Change0 (0%)
Value$214.7K (-$5.9K)
Filed 2026-10-27
Blueline Advisors LLC
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$207.9K (-$5.7K)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$34.2K (-$938)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares731 from 957
Change-226 (-24%)
Value$30.9K (-$10.7K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$21.1K (-$579)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares432
Change+432
Value$18.3K
Filed 2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$13.7K (-$374)
Filed 2026-10-23
DT Investment Partners, LLC
INCREASED
Shares318 from 302
Change+16 (+5%)
Value$13.5K (+$327)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares301 from 275
Change+26 (+9%)
Value$12.7K (+$782)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.0K (-$83)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.9K (-$79)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.9K (-$79)
Filed 2026-10-26
Bare Financial Services, Inc
NEW
Shares66
Change+66
Value$2.8K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.5K (-$41)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$381 (-$10)
Filed 2026-10-23
RMG Wealth Management LLC
CLOSED
Shares0 from 4,330
Change-4,330 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,582
Change-1,582 (-100%)
Value$0 (-$68.8K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$5.4K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 1,052,010
Change-1,052,010 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 804,525
Change-804,525 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 563,771
Change-563,771 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 388,216
Change-388,216 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 284,146
Change-284,146 (-100%)
Value—
UBS Group AG
N/A
Shares— from 266,019
Change-266,019 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 199,475
Change-199,475 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 188,209
Change-188,209 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 184,442
Change-184,442 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 164,656
Change-164,656 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 151,988
Change-151,988 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 108,835
Change-108,835 (-100%)
Value—
&partners
N/A
Shares— from 99,159
Change-99,159 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 81,670
Change-81,670 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 63,618
Change-63,618 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 50,806
Change-50,806 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 47,195
Change-47,195 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 44,095
Change-44,095 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 42,020
Change-42,020 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,446
Change-39,446 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 29,881
Change-29,881 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,436
Change-27,436 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 26,914
Change-26,914 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 26,704
Change-26,704 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,309
Change-20,309 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,896
Change-18,896 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,459
Change-17,459 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,874
Change-15,874 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,211
Change-11,211 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Simmons Bank
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,253
Change-8,253 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 797
Change-797 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 514
Change-514 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 84
Change-84 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Abacus Wealth Partners, LLC
DECREASED1,026,3351,086,988-60,653-6%$47.3M$43.4M-$3.8M2026-11-03
Bank of New York Mellon Corp
INCREASED626,036624,036+2,000+0%$27.1M$26.5M-$639.2K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED268,186266,948+1,238+0%$11.6M$11.4M-$257.3K2026-10-27
Commonwealth Equity Services, LLC
INCREASED201,643187,468+14,175+8%$8.2M$8.5M+$382.6K2026-11-02
Creative Planning
DECREASED100,172101,067-895-1%$4.4M$4.2M-$155.1K2026-11-02
Canandaigua National Bank & Trust Co
INCREASED43,89043,887+3+0%$1.9M$1.9M-$50.8K2026-10-07
Regatta Capital Group, LLC
INCREASED34,99934,929+70+0%$1.5M$1.5M-$37.6K2026-10-23
Revolve Wealth Partners, LLC
INCREASED29,37128,990+381+1%$1.3M$1.2M-$17.5K2026-10-23
Farther Finance Advisors, LLC
INCREASED26,26221,776+4,486+21%$947.0K$1.1M+$164.6K2026-10-08
rebel Financial LLC
DECREASED23,68826,484-2,796-11%$1.2M$1.0M-$149.1K2026-11-04
RTD Financial Advisors, Inc.
DECREASED21,21121,811-600-3%$948.6K$897.9K-$50.7K2026-10-09
Lido Advisors, LLC
INCREASED20,96720,848+119+1%$906.7K$887.5K-$19.2K2026-11-04
Central Trust Co
DECREASED20,35620,515-159-1%$892.2K$861.7K-$30.5K2026-11-05
Fingerlakes Wealth Management, Inc.
DECREASED18,02019,135-1,115-6%$832.2K$762.8K-$69.4K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED17,65917,65900%$768.0K$747.5K-$20.5K2026-10-27
RVW Wealth, LLC
UNCHANGED17,11317,11300%$744.2K$724.4K-$19.9K2026-10-06
Vicus Capital
INCREASED17,05716,903+154+1%$735.1K$722.0K-$13.1K2026-11-05
Neumann Capital Management, LLC
NEW16,418—+16,418——$695.0K—2026-10-15
Invera Wealth Advisors, LLC
DECREASED15,43330,584-15,151-50%$1.3M$653.3K-$676.8K2026-10-28
Parallel Advisors, LLC
UNCHANGED14,63614,63600%$636.5K$619.5K-$17.0K2026-11-03
Evergreen Capital Management LLC
DECREASED12,25913,052-793-6%$567.6K$518.9K-$48.7K2026-10-23
Quantum Financial Advisors, LLC
NEW11,611—+11,611——$491.5K—2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED10,90714,282-3,375-24%$621.0K$462-$620.5K2026-11-02
Trust Co
INCREASED9,8149,778+36+0%$425.2K$415.4K-$9.8K2026-10-09
LexAurum Advisors, LLC
DECREASED9,69110,456-765-7%$454.7K$410.2K-$44.5K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED9,26110,906-1,645-15%$482.5K$403.3K-$79.1K2026-10-13
CX Institutional
DECREASED8,4528,569-117-1%$373$358-$152026-10-02
Assetmark, Inc
DECREASED7,7528,886-1,134-13%$386.5K$328.1K-$58.3K2026-10-21
Hill Island Financial LLC
NEW6,881—+6,881——$291.3K—2026-10-20
Ipsen Advisor Group LLC
INCREASED6,8736,854+19+0%$298.1K$290.9K-$7.1K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED6,8526,814+38+1%$296.3K$290.0K-$6.3K2026-10-13
McAdam, LLC
INCREASED6,6996,288+411+7%$273.4K$283.6K+$10.1K2026-10-21
Stage Harbor Financial, LLC
UNCHANGED5,7555,75500%$250.3K$243.6K-$6.7K2026-11-03
Thrivent Financial for Lutherans
DECREASED5,7335,879-146-2%$256.0K$243-$255.8K2026-11-05
Wealthcare Advisory Partners LLC
UNCHANGED5,7235,72300%$248.9K$242.3K-$6.6K2026-10-21
Private Wealth Management Group, LLC
DECREASED5,4046,897-1,493-22%$300.0K$228.8K-$71.2K2026-10-19
Joel Adams & Associates, Inc.
DECREASED5,3395,353-140%$232.8K$226.0K-$6.8K2026-11-02
McClarren Financial Advisors, Inc.
DECREASED5,0955,235-140-3%$227.7K$215.7K-$12.0K2026-10-15
VestGen Advisors, LLC
UNCHANGED5,0735,07300%$220.6K$214.7K-$5.9K2026-10-27
Blueline Advisors LLC
UNCHANGED4,9114,91100%$213.6K$207.9K-$5.7K2026-10-15
Concord Wealth Partners
UNCHANGED80980900%$35.2K$34.2K-$9382026-11-02
Fifth Third Bancorp
DECREASED731957-226-24%$41.6K$30.9K-$10.7K2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED49949900%$21.7K$21.1K-$5792026-10-13
Provenance Wealth Advisors, LLC
NEW432—+432——$18.3K—2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED32332300%$14.0K$13.7K-$3742026-10-23
DT Investment Partners, LLC
INCREASED318302+16+5%$13.1K$13.5K+$3272026-10-27
Rossby Financial, LCC
INCREASED301275+26+9%$12.0K$12.7K+$7822026-11-05
IFP Advisors, Inc
UNCHANGED727200%$3.1K$3.0K-$832026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED686800%$3.0K$2.9K-$792026-11-04
Lanark Financial, Inc.
UNCHANGED686800%$3.0K$2.9K-$792026-10-26
Bare Financial Services, Inc
NEW66—+66——$2.8K—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED353500%$1.5K$1.5K-$412026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED9900%$391$381-$102026-10-23
RMG Wealth Management LLC
CLOSED04,330-4,330-100%$229.0K$0-$229.0K2026-10-26
AdvisorNet Financial, Inc
CLOSED01,582-1,582-100%$68.8K$0-$68.8K2026-10-15
MCF Advisors LLC
CLOSED0318-318-100%$13.8K$0-$13.8K2026-10-28
International Assets Investment Management, LLC
CLOSED0123-123-100%$5.4K$0-$5.4K2026-11-02
Morgan Stanley
N/A—1,052,010-1,052,010-100%$45.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—804,525-804,525-100%$35.0M———
Royal Bank of Canada
N/A—563,771-563,771-100%$24.5M———
Raymond James Financial Inc
N/A—388,216-388,216-100%$16.9M———
Bank of America Corp
N/A—284,146-284,146-100%$12.4M———
UBS Group AG
N/A—266,019-266,019-100%$11.6M———
Wells Fargo & Company
N/A—199,475-199,475-100%$8.7M———
Jones Financial Companies Lllp
N/A—188,209-188,209-100%$8.2M———
Envestnet Asset Management Inc
N/A—184,442-184,442-100%$8.0M———
Beacon Pointe Advisors, LLC
N/A—164,656-164,656-100%$7.2M———
LPL Financial LLC
N/A—151,988-151,988-100%$6.6M———
Rockefeller Capital Management L.P.
N/A—108,835-108,835-100%$4.7M———
&partners
N/A—99,159-99,159-100%$4.3M———
Fiduciary Trust Co
N/A—81,670-81,670-100%$3.6M———
WCG Wealth Advisors LLC
N/A—63,618-63,618-100%$2.8M———
JPMorgan Chase & Co
N/A—50,806-50,806-100%$2.2M———
Cetera Investment Advisers
N/A—47,195-47,195-100%$2.1M———
PNC Financial Services Group, Inc.
N/A—44,095-44,095-100%$1.9M———
EP Wealth Advisors, LLC
N/A—42,020-42,020-100%$1.8M———
Mariner, LLC
N/A—39,446-39,446-100%$1.7M———
Cresset Asset Management, LLC
N/A—29,881-29,881-100%$1.3M———
Northwestern Mutual Wealth Management Co
N/A—27,436-27,436-100%$1.2M———
Heritage Wealth Advisors
N/A—26,914-26,914-100%$1.2M———
Tiaa Trust, National Association
N/A—26,704-26,704-100%$1.2M———
Natixis Advisors, LLC
N/A—21,574-21,574-100%$938.0K———
MML Investors Services, LLC
N/A—20,309-20,309-100%$883.2K———
Osaic Holdings, Inc.
N/A—19,900-19,900-100%$865.6K———
NewEdge Advisors, LLC
N/A—18,896-18,896-100%$821.8K———
Carson Advisory Inc.
N/A—18,070-18,070-100%$785.9K———
Ameriprise Financial Inc
N/A—18,034-18,034-100%$784.3K———
Coldstream Capital Management Inc
N/A—18,007-18,007-100%$783.1K———
Stifel Financial Corp
N/A—17,459-17,459-100%$759.3K———
SageView Advisory Group, LLC
N/A—16,000-16,000-100%$695.8K———
Goldman Sachs Group Inc
N/A—15,874-15,874-100%$690.4K———
Commerce Bank
N/A—11,881-11,881-100%$516.7K———
PFG Investments, LLC
N/A—11,632-11,632-100%$505.9K———
Stratos Investment Management, LLC
N/A—11,450-11,450-100%$498.0K———
Betterment LLC
N/A—11,211-11,211-100%$488.0K———
Private Advisor Group, LLC
N/A—10,899-10,899-100%$474.0K———
Cornerstone Financial Management LLC
N/A—9,724-9,724-100%$422.9K———
Simmons Bank
N/A—9,582-9,582-100%$416.7K———
Susquehanna International Group, LLP
N/A—9,281-9,281-100%$403.6K———
Bragg Financial Advisors, Inc
N/A—9,049-9,049-100%$393.5K———
Focus Partners Wealth
N/A—8,253-8,253-100%$358.9K———
Falcon Wealth Planning
N/A—7,959-7,959-100%$346.1K———
First Manhattan Co. Llc.
N/A—7,900-7,900-100%$343.6K———
Summit Financial, LLC
N/A—6,280-6,280-100%$273.1K———
HighTower Advisors, LLC
N/A—5,415-5,415-100%$235.5K———
Equitable Holdings, Inc.
N/A—5,159-5,159-100%$224.4K———
Natural Investments, LLC
N/A—4,946-4,946-100%$215.0K———
Institute for Wealth Management, Llc.
N/A—4,848-4,848-100%$210.8K———
Legacy Edge Advisors, LLC
N/A—4,790-4,790-100%$208.3K———
Harbour Investments, Inc.
N/A—3,503-3,503-100%$152.4K———
Marshall Investment Management, LLC
N/A—2,791-2,791-100%$121.4K———
Steward Partners Investment Advisory, LLC
N/A—2,772-2,772-100%$120.5K———
Addison Advisors LLC
N/A—2,707-2,707-100%$117.7K———
UBS Asset Management Americas LLC
N/A—2,220-2,220-100%$96.5K———
Whittier Trust Co
N/A—2,138-2,138-100%$94.3K———
UMB Bank, n.a.
N/A—2,017-2,017-100%$87.7K———
Greykasell Wealth Strategies, Inc.
N/A—1,834-1,834-100%$79.8K———
Abound Financial, LLC
N/A—1,711-1,711-100%$74.4K———
Tower Research Capital LLC (TRC)
N/A—1,565-1,565-100%$68.1K———
FMR LLC
N/A—1,424-1,424-100%$61.9K———
Ameritas Investment Partners, Inc.
N/A—1,225-1,225-100%$53.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—797-797-100%$34.7K———
Manning & Napier Advisors LLC
N/A—759-759-100%$33.1K———
Tiaa Wealth Investment Management LLC
N/A—673-673-100%$29.3K———
IFG Advisory, LLC
N/A—664-664-100%$28.9K———
Millstone Evans Group, LLC
N/A—519-519-100%$22.6K———
Urban Financial Advisory Corp
N/A—514-514-100%$22.3K———
Aptus Capital Advisors, LLC
N/A—465-465-100%$20.2K———
Crewe Advisors LLC
N/A—410-410-100%$17.8K———
IAG Wealth Partners, LLC
N/A—375-375-100%$16.3K———
Bruce G. Allen Investments, LLC
N/A—370-370-100%$16.1K———
Orion Capital Management LLC
N/A—88-88-100%$3.8K———
Allworth Financial LP
N/A—84-84-100%$3.7K———
Global Retirement Partners, LLC
N/A—27-27-100%$1.2K———
Vanguard Advisers Inc
N/A—19-19-100%$826———
Showing 135 of 135 institutions