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Nuveen ESG Intl Devel MRK EQ (NUDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares462,464 from 474,012
Change-11,548 (-2%)
Value$18.4K (-$19.0M)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares245,372 from 299,935
Change-54,563 (-18%)
Value$9.7M (-$2.3M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares219,788 from 197,291
Change+22,497 (+11%)
Value$8.7M (+$832.2K)
Filed 2026-11-06
Evolution Advisers, Inc.
INCREASED
Shares212,434 from 208,235
Change+4,199 (+2%)
Value$8.3M (-$50.2K)
Filed 2026-11-06
Clarity Asset Management, Inc.
DECREASED
Shares168,053 from 176,041
Change-7,988 (-5%)
Value$6.7M (-$371.8K)
Filed 2026-10-14
3Edge Asset Management, LP
INCREASED
Shares153,645 from 135,264
Change+18,381 (+14%)
Value$6.1M (+$688.0K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares145,619 from 152,168
Change-6,549 (-4%)
Value$5.8K (-$6.1M)
Filed 2026-11-05
Allodium Investment Consultants, LLC
INCREASED
Shares125,382 from 119,655
Change+5,727 (+5%)
Value$5.0M (+$190.3K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares123,784 from 127,349
Change-3,565 (-3%)
Value$4.9M (-$181.0K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares101,574 from 100,344
Change+1,230 (+1%)
Value$4.0M (+$17.7K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares88,936 from 90,069
Change-1,133 (-1%)
Value$3.5M (-$72.9K)
Filed 2026-10-27
UMB Bank, n.a.
DECREASED
Shares88,416 from 88,705
Change-289 (0%)
Value$3.5M (-$39.0K)
Filed 2026-11-06
Bond & Devick Financial Network, Inc.
DECREASED
Shares55,389 from 55,553
Change-164 (0%)
Value$2.2M (-$23.7K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares44,930 from 44,930
Change0 (0%)
Value$1.8M (-$13.9K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares44,701 from 44,930
Change-229 (-1%)
Value$1.8M (-$23.0K)
Filed 2026-11-02
Natural Investments, LLC
INCREASED
Shares44,107 from 43,327
Change+780 (+2%)
Value$1.8M (+$18.5K)
Filed 2026-11-06
Colorado Capital Management, Inc.
INCREASED
Shares40,608 from 40,106
Change+502 (+1%)
Value$1.6K (+$8)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares37,313 from 37,677
Change-364 (-1%)
Value$1.5M (-$26.2K)
Filed 2026-10-21
Clarity Wealth Development LLC
DECREASED
Shares37,093 from 66,412
Change-29,319 (-44%)
Value$1.5M (-$1.2M)
Filed 2026-10-22
Ledyard National Bank
DECREASED
Shares35,354 from 38,275
Change-2,921 (-8%)
Value$1.4M (-$127.9K)
Filed 2026-10-21
Vontobel Holding Ltd.
DECREASED
Shares31,910 from 32,983
Change-1,073 (-3%)
Value$1.3M (-$52.8K)
Filed 2026-10-16
Trust Co
INCREASED
Shares31,810 from 29,952
Change+1,858 (+6%)
Value$1.3M (+$64.5K)
Filed 2026-10-09
CX Institutional
DECREASED
Shares28,645 from 28,923
Change-278 (-1%)
Value$1.1K (-$20)
Filed 2026-10-02
TFC Financial Management, Inc.
UNCHANGED
Shares26,551 from 26,551
Change0 (0%)
Value$1.1M (-$8.2K)
Filed 2026-10-26
Sound Stewardship, LLC
INCREASED
Shares23,052 from 20,056
Change+2,996 (+15%)
Value$915.4K (+$112.8K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares20,007 from 19,282
Change+725 (+4%)
Value$794.5K (+$22.8K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares19,185 from 18,372
Change+813 (+4%)
Value$761.8K (+$26.6K)
Filed 2026-11-06
Argyle Capital Partners, LLC
UNCHANGED
Shares17,481 from 17,481
Change0 (0%)
Value$694.2K (-$5.4K)
Filed 2026-10-23
Towerpoint Wealth, LLC
INCREASED
Shares14,249 from 13,948
Change+301 (+2%)
Value$565.8K (+$7.6K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares14,145 from 12,758
Change+1,387 (+11%)
Value$561.7K (+$51.1K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares13,423 from 6,533
Change+6,890 (+105%)
Value$533.0K (+$271.6K)
Filed 2026-11-04
Wealth Architects, LLC
DECREASED
Shares13,245 from 13,246
Change-1 (0%)
Value$526.0K (-$4.1K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares13,022 from 13,022
Change0 (0%)
Value$517.1K (-$4.0K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares12,977 from 12,997
Change-20 (0%)
Value$515.3K (-$4.8K)
Filed 2026-11-02
Burns J W & Co Inc
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$496.4K (-$3.9K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares12,253 from 11,111
Change+1,142 (+10%)
Value$486.6K (+$41.9K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
DECREASED
Shares11,664 from 11,677
Change-13 (0%)
Value$463.2K (-$4.1K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
NEW
Shares11,426
Change+11,426
Value$453.7K
Filed 2026-10-23
Leverty Financial Group, LLC
UNCHANGED
Shares10,323 from 10,323
Change0 (0%)
Value$409.9K (-$3.2K)
Filed 2026-10-08
Maia Wealth LLC
DECREASED
Shares10,318 from 10,747
Change-429 (-4%)
Value$409.7K (-$20.4K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares10,179 from 10,179
Change0 (0%)
Value$404.2K (-$3.2K)
Filed 2026-11-03
Keener Financial Planning LLC
UNCHANGED
Shares9,451 from 9,451
Change0 (0%)
Value$375.3K (-$2.7K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares8,805 from 8,868
Change-63 (-1%)
Value$349.6K (-$5.3K)
Filed 2026-10-28
Diversify Wealth Management, LLC
NEW
Shares8,678
Change+8,678
Value$341.0K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares8,678
Change+8,678
Value$341.0K
Filed 2026-10-20
SAX Wealth Advisors, LLC
NEW
Shares8,507
Change+8,507
Value$337.8K
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares8,503 from 9,021
Change-518 (-6%)
Value$337.7K (-$23.4K)
Filed 2026-11-05
Corundum Group, Inc.
INCREASED
Shares8,487 from 8,456
Change+31 (+0%)
Value$337.0K (-$1.4K)
Filed 2026-10-28
Triad Wealth Partners, LLC
INCREASED
Shares8,438 from 8,078
Change+360 (+4%)
Value$335.1K (+$7.4K)
Filed 2026-10-26
Clearview Wealth Management LLC
UNCHANGED
Shares8,280 from 8,280
Change0 (0%)
Value$325.2K (-$6.2K)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
INCREASED
Shares7,848 from 6,299
Change+1,549 (+25%)
Value$311.6K (+$61.9K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
DECREASED
Shares7,781 from 8,047
Change-266 (-3%)
Value$309.0K (-$13.1K)
Filed 2026-11-04
Live Oak Investment Partners
INCREASED
Shares7,726 from 7,244
Change+482 (+7%)
Value$306.8K (+$16.9K)
Filed 2026-10-23
Curtis Advisory Group, LLC
UNCHANGED
Shares7,604 from 7,604
Change0 (0%)
Value$302.0K (-$2.4K)
Filed 2026-10-28
Lifelong Wealth Advisors, Inc.
DECREASED
Shares7,422 from 7,552
Change-130 (-2%)
Value$294.7K (-$7.5K)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares5,921 from 5,921
Change0 (0%)
Value$235.1K (-$1.8K)
Filed 2026-10-27
Vise Technologies, Inc.
DECREASED
Shares5,753 from 5,951
Change-198 (-3%)
Value$228.5K (-$9.7K)
Filed 2026-10-29
Lockerman Financial Group, Inc.
DECREASED
Shares5,526 from 5,602
Change-76 (-1%)
Value$219.4K (-$4.8K)
Filed 2026-10-19
Financial Insights, Inc.
UNCHANGED
Shares5,387 from 5,387
Change0 (0%)
Value$213.9K (-$1.7K)
Filed 2026-10-27
Modera Wealth Management, LLC
UNCHANGED
Shares5,364 from 5,364
Change0 (0%)
Value$213.0K (-$1.7K)
Filed 2026-10-28
Legacy Edge Advisors, LLC
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$206.7K (-$1.6K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares5,110 from 6,514
Change-1,404 (-22%)
Value$202.9K (-$57.8K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares4,950 from 4,440
Change+510 (+11%)
Value$196.6K (+$18.9K)
Filed 2026-10-08
IAG Wealth Partners, LLC
INCREASED
Shares4,137 from 4,060
Change+77 (+2%)
Value$164.3K (+$1.8K)
Filed 2026-11-06
Mascoma Wealth Management LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$143.0K (-$1.1K)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$94.5K (-$738)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares2,204 from 2,053
Change+151 (+7%)
Value$87.5K (+$5.4K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
INCREASED
Shares1,135 from 910
Change+225 (+25%)
Value$45.1K (+$8.7K)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$39.7K (-$310)
Filed 2026-10-01
Private Trust Co NA
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$35.5K (-$278)
Filed 2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$32.0K (-$250)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares722 from 719
Change+3 (+0%)
Value$29 (-$29.0K)
Filed 2026-10-30
Kingdom Financial Group Llc.
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$26.9K (-$210)
Filed 2026-11-04
Hickory Point Bank & Trust
NEW
Shares573
Change+573
Value$22.8K
Filed 2026-10-01
Silver Grove Financial Group, Inc.
INCREASED
Shares478 from 384
Change+94 (+24%)
Value$19.0K (+$3.6K)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares413
Change+413
Value$16.4K
Filed 2026-10-27
Kroeger Financial Partners
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$9.4K (-$74)
Filed 2026-10-19
Abound Wealth Management
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$8.3K (-$65)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$7.7K (-$60)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$7.3K (-$58)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares128
Change+128
Value$5.1K
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$3.4K ($0)
Filed 2026-11-06
Prism Advisors, Inc.
CLOSED
Shares0 from 28,480
Change-28,480 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$14.0K)
Filed 2026-11-02
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,172,754
Change-2,172,754 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,646,694
Change-1,646,694 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,321,818
Change-1,321,818 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 857,223
Change-857,223 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 840,715
Change-840,715 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 789,067
Change-789,067 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 415,013
Change-415,013 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 274,056
Change-274,056 (-100%)
Value—
UBS Group AG
N/A
Shares— from 271,289
Change-271,289 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 253,459
Change-253,459 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 136,853
Change-136,853 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 127,555
Change-127,555 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 122,362
Change-122,362 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 104,411
Change-104,411 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 102,152
Change-102,152 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 101,519
Change-101,519 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 100,862
Change-100,862 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 81,591
Change-81,591 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 59,488
Change-59,488 (-100%)
Value—
&partners
N/A
Shares— from 55,689
Change-55,689 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,532
Change-55,532 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,413
Change-54,413 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 53,941
Change-53,941 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 47,788
Change-47,788 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,341
Change-43,341 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 38,802
Change-38,802 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 38,476
Change-38,476 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 36,920
Change-36,920 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 34,365
Change-34,365 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 32,287
Change-32,287 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 30,886
Change-30,886 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 30,769
Change-30,769 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 27,064
Change-27,064 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,926
Change-24,926 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,886
Change-24,886 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 24,440
Change-24,440 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 22,676
Change-22,676 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,062
Change-22,062 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,341
Change-21,341 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,706
Change-19,706 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 16,689
Change-16,689 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 15,590
Change-15,590 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 14,479
Change-14,479 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,932
Change-10,932 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,614
Change-8,614 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 959
Change-959 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 680
Change-680 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 275
Change-275 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 80
Change-80 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED462,464474,012-11,548-2%$19.0M$18.4K-$19.0M2026-11-02
Mission Wealth Management, LP
DECREASED245,372299,935-54,563-18%$12.0M$9.7M-$2.3M2026-10-15
LPL Financial LLC
INCREASED219,788197,291+22,497+11%$7.9M$8.7M+$832.2K2026-11-06
Evolution Advisers, Inc.
INCREASED212,434208,235+4,199+2%$8.3M$8.3M-$50.2K2026-11-06
Clarity Asset Management, Inc.
DECREASED168,053176,041-7,988-5%$7.0M$6.7M-$371.8K2026-10-14
3Edge Asset Management, LP
INCREASED153,645135,264+18,381+14%$5.4M$6.1M+$688.0K2026-10-30
Thrivent Financial for Lutherans
DECREASED145,619152,168-6,549-4%$6.1M$5.8K-$6.1M2026-11-05
Allodium Investment Consultants, LLC
INCREASED125,382119,655+5,727+5%$4.8M$5.0M+$190.3K2026-10-14
Assetmark, Inc
DECREASED123,784127,349-3,565-3%$5.1M$4.9M-$181.0K2026-10-21
Creative Planning
INCREASED101,574100,344+1,230+1%$4.0M$4.0M+$17.7K2026-11-02
Oppenheimer Asset Management Inc.
DECREASED88,93690,069-1,133-1%$3.6M$3.5M-$72.9K2026-10-27
UMB Bank, n.a.
DECREASED88,41688,705-2890%$3.5M$3.5M-$39.0K2026-11-06
Bond & Devick Financial Network, Inc.
DECREASED55,38955,553-1640%$2.2M$2.2M-$23.7K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED44,93044,93000%$1.8M$1.8M-$13.9K2026-10-27
Commonwealth Equity Services, LLC
DECREASED44,70144,930-229-1%$1.8M$1.8M-$23.0K2026-11-02
Natural Investments, LLC
INCREASED44,10743,327+780+2%$1.7M$1.8M+$18.5K2026-11-06
Colorado Capital Management, Inc.
INCREASED40,60840,106+502+1%$1.6K$1.6K+$82026-10-15
CGN Advisors LLC
DECREASED37,31337,677-364-1%$1.5M$1.5M-$26.2K2026-10-21
Clarity Wealth Development LLC
DECREASED37,09366,412-29,319-44%$2.7M$1.5M-$1.2M2026-10-22
Ledyard National Bank
DECREASED35,35438,275-2,921-8%$1.5M$1.4M-$127.9K2026-10-21
Vontobel Holding Ltd.
DECREASED31,91032,983-1,073-3%$1.3M$1.3M-$52.8K2026-10-16
Trust Co
INCREASED31,81029,952+1,858+6%$1.2M$1.3M+$64.5K2026-10-09
CX Institutional
DECREASED28,64528,923-278-1%$1.2K$1.1K-$202026-10-02
TFC Financial Management, Inc.
UNCHANGED26,55126,55100%$1.1M$1.1M-$8.2K2026-10-26
Sound Stewardship, LLC
INCREASED23,05220,056+2,996+15%$802.6K$915.4K+$112.8K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED20,00719,282+725+4%$771.7K$794.5K+$22.8K2026-10-13
PNC Financial Services Group, Inc.
INCREASED19,18518,372+813+4%$735.3K$761.8K+$26.6K2026-11-06
Argyle Capital Partners, LLC
UNCHANGED17,48117,48100%$699.6K$694.2K-$5.4K2026-10-23
Towerpoint Wealth, LLC
INCREASED14,24913,948+301+2%$558.2K$565.8K+$7.6K2026-10-13
Avantax Planning Partners, Inc.
INCREASED14,14512,758+1,387+11%$510.6K$561.7K+$51.1K2026-11-03
Lido Advisors, LLC
INCREASED13,4236,533+6,890+105%$261.4K$533.0K+$271.6K2026-11-04
Wealth Architects, LLC
DECREASED13,24513,246-10%$530.1K$526.0K-$4.1K2026-11-03
Relyea Zuckerberg Hanson LLC
UNCHANGED13,02213,02200%$521.1K$517.1K-$4.0K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED12,97712,997-200%$520.1K$515.3K-$4.8K2026-11-02
Burns J W & Co Inc
UNCHANGED12,50012,50000%$500.3K$496.4K-$3.9K2026-10-20
Rossby Financial, LCC
INCREASED12,25311,111+1,142+10%$444.6K$486.6K+$41.9K2026-11-05
Schmidt P J Investment Management Inc
DECREASED11,66411,677-130%$467.3K$463.2K-$4.1K2026-11-02
Kingswood Wealth Advisors, LLC
NEW11,426—+11,426——$453.7K—2026-10-23
Leverty Financial Group, LLC
UNCHANGED10,32310,32300%$413.1K$409.9K-$3.2K2026-10-08
Maia Wealth LLC
DECREASED10,31810,747-429-4%$430.1K$409.7K-$20.4K2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED10,17910,17900%$407.4K$404.2K-$3.2K2026-11-03
Keener Financial Planning LLC
UNCHANGED9,4519,45100%$378.0K$375.3K-$2.7K2026-11-06
D.A. Davidson & Co.
DECREASED8,8058,868-63-1%$354.9K$349.6K-$5.3K2026-10-28
Diversify Wealth Management, LLC
NEW8,678—+8,678——$341.0K—2026-10-20
Diversify Advisory Services, LLC
NEW8,678—+8,678——$341.0K—2026-10-20
SAX Wealth Advisors, LLC
NEW8,507—+8,507——$337.8K—2026-10-13
US Bancorp \de\
DECREASED8,5039,021-518-6%$361.0K$337.7K-$23.4K2026-11-05
Corundum Group, Inc.
INCREASED8,4878,456+31+0%$338.4K$337.0K-$1.4K2026-10-28
Triad Wealth Partners, LLC
INCREASED8,4388,078+360+4%$327.6K$335.1K+$7.4K2026-10-26
Clearview Wealth Management LLC
UNCHANGED8,2808,28000%$331.4K$325.2K-$6.2K2026-10-16
Inspirion Wealth Advisors, LLC
INCREASED7,8486,299+1,549+25%$249.8K$311.6K+$61.9K2026-10-09
Flynn Zito Capital Management, LLC
DECREASED7,7818,047-266-3%$322.0K$309.0K-$13.1K2026-11-04
Live Oak Investment Partners
INCREASED7,7267,244+482+7%$289.9K$306.8K+$16.9K2026-10-23
Curtis Advisory Group, LLC
UNCHANGED7,6047,60400%$304.3K$302.0K-$2.4K2026-10-28
Lifelong Wealth Advisors, Inc.
DECREASED7,4227,552-130-2%$302.2K$294.7K-$7.5K2026-10-19
Etesian Wealth Advisors, Inc.
UNCHANGED5,9215,92100%$237.0K$235.1K-$1.8K2026-10-27
Vise Technologies, Inc.
DECREASED5,7535,951-198-3%$238.2K$228.5K-$9.7K2026-10-29
Lockerman Financial Group, Inc.
DECREASED5,5265,602-76-1%$224.2K$219.4K-$4.8K2026-10-19
Financial Insights, Inc.
UNCHANGED5,3875,38700%$215.6K$213.9K-$1.7K2026-10-27
Modera Wealth Management, LLC
UNCHANGED5,3645,36400%$214.7K$213.0K-$1.7K2026-10-28
Legacy Edge Advisors, LLC
UNCHANGED5,2055,20500%$208.3K$206.7K-$1.6K2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED5,1106,514-1,404-22%$260.7K$202.9K-$57.8K2026-10-16
Farther Finance Advisors, LLC
INCREASED4,9504,440+510+11%$177.7K$196.6K+$18.9K2026-10-08
IAG Wealth Partners, LLC
INCREASED4,1374,060+77+2%$162.5K$164.3K+$1.8K2026-11-06
Mascoma Wealth Management LLC
UNCHANGED3,6003,60000%$144.1K$143.0K-$1.1K2026-10-23
Creative Financial Designs Inc
UNCHANGED2,3802,38000%$95.2K$94.5K-$7382026-11-04
CoreCap Advisors, LLC
INCREASED2,2042,053+151+7%$82.2K$87.5K+$5.4K2026-10-08
Financial Network Wealth Advisors LLC
INCREASED1,135910+225+25%$36.4K$45.1K+$8.7K2026-10-28
Noble Wealth Management PBC
UNCHANGED1,0001,00000%$40.0K$39.7K-$3102026-10-01
Private Trust Co NA
UNCHANGED89589500%$35.8K$35.5K-$2782026-10-20
Harbor Asset Planning, Inc.
UNCHANGED80580500%$32.2K$32.0K-$2502026-10-23
Covestor Ltd
INCREASED722719+3+0%$29.0K$29-$29.0K2026-10-30
Kingdom Financial Group Llc.
UNCHANGED67767700%$27.1K$26.9K-$2102026-11-04
Hickory Point Bank & Trust
NEW573—+573——$22.8K—2026-10-01
Silver Grove Financial Group, Inc.
INCREASED478384+94+24%$15.4K$19.0K+$3.6K2026-11-05
Elyxium Wealth, LLC
NEW413—+413——$16.4K—2026-10-27
Kroeger Financial Partners
UNCHANGED23723700%$9.5K$9.4K-$742026-10-19
Abound Wealth Management
UNCHANGED21021000%$8.4K$8.3K-$652026-10-26
Lanark Financial, Inc.
UNCHANGED19519500%$7.8K$7.7K-$602026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED18518500%$7.4K$7.3K-$582026-11-04
Blue Trust, Inc.
NEW128—+128——$5.1K—2026-10-15
Allworth Financial LP
UNCHANGED868600%$3.4K$3.4K$02026-11-06
Prism Advisors, Inc.
CLOSED028,480-28,480-100%$1.1M$0-$1.1M2026-10-09
International Assets Investment Management, LLC
CLOSED0353-353-100%$14.0K$0-$14.0K2026-11-02
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,172,754-2,172,754-100%$87.0M———
Wealthfront Advisers LLC
N/A—1,646,694-1,646,694-100%$65.9M———
Royal Bank of Canada
N/A—1,321,818-1,321,818-100%$52.9M———
Envestnet Asset Management Inc
N/A—857,223-857,223-100%$34.3M———
Morgan Stanley
N/A—840,715-840,715-100%$33.6M———
Bank of America Corp
N/A—789,067-789,067-100%$31.6M———
WCG Wealth Advisors LLC
N/A—415,013-415,013-100%$16.6M———
Ameritas Advisory Services, LLC
N/A—274,056-274,056-100%$11.0M———
UBS Group AG
N/A—271,289-271,289-100%$10.9M———
PFG Investments, LLC
N/A—253,459-253,459-100%$10.1M———
Advisory Services Network, LLC
N/A—136,853-136,853-100%$5.5M———
Cetera Investment Advisers
N/A—127,555-127,555-100%$5.1M———
EP Wealth Advisors, LLC
N/A—122,362-122,362-100%$4.9M———
Brio Consultants, LLC
N/A—104,411-104,411-100%$4.2M———
Cerity Partners Ocio LLC
N/A—102,152-102,152-100%$4.1M———
Johnson Financial Group, Inc.
N/A—101,519-101,519-100%$4.1M———
Flow Traders U.S. LLC
N/A—100,862-100,862-100%$4.0M———
Vestmark Advisory Solutions, Inc.
N/A—81,591-81,591-100%$3.3M———
NewEdge Advisors, LLC
N/A—59,488-59,488-100%$2.4M———
&partners
N/A—55,689-55,689-100%$2.2M———
Raymond James Financial Inc
N/A—55,532-55,532-100%$2.2M———
Osaic Holdings, Inc.
N/A—54,413-54,413-100%$2.2M———
Cerity Partners Retirement Plan Advisors LLC
N/A—53,941-53,941-100%$2.1M———
Jane Street Group, LLC
N/A—47,788-47,788-100%$1.9M———
HighTower Advisors, LLC
N/A—43,341-43,341-100%$1.7M———
McNamara Financial Services, Inc.
N/A—38,802-38,802-100%$1.6M———
Whittier Trust Co of Nevada Inc
N/A—38,476-38,476-100%$1.5M———
MML Investors Services, LLC
N/A—36,920-36,920-100%$1.5M———
Cary Street Partners Financial LLC
N/A—34,365-34,365-100%$1.4M———
Northern Trust Corp
N/A—32,287-32,287-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—30,886-30,886-100%$1.2M———
Whittier Trust Co
N/A—30,769-30,769-100%$1.2M———
SGL Investment Advisors, Inc.
N/A—27,064-27,064-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—24,926-24,926-100%$997.6K———
Orion Porfolio Solutions, LLC
N/A—24,886-24,886-100%$995.9K———
Wescott Financial Advisory Group, LLC
N/A—24,440-24,440-100%$978.1K———
Napier Financial, LLC
N/A—22,676-22,676-100%$907.5K———
Mariner, LLC
N/A—22,062-22,062-100%$882.9K———
Northwestern Mutual Wealth Management Co
N/A—21,341-21,341-100%$854.1K———
Stifel Financial Corp
N/A—19,706-19,706-100%$788.6K———
Mayflower Financial Advisors, LLC
N/A—16,689-16,689-100%$667.9K———
Tiaa Trust, National Association
N/A—15,590-15,590-100%$623.9K———
Equitable Holdings, Inc.
N/A—15,513-15,513-100%$620.8K———
Tolleson Wealth Management, Inc.
N/A—14,479-14,479-100%$579.5K———
One Capital Management, LLC
N/A—14,161-14,161-100%$511.4K———
Sand Hill Global Advisors, LLC
N/A—11,970-11,970-100%$479.0K———
Captrust Financial Advisors
N/A—11,129-11,129-100%$445.4K———
Citadel Advisors LLC
N/A—10,932-10,932-100%$437.5K———
Mercer Global Advisors Inc
N/A—9,639-9,639-100%$385.8K———
Columbia River Financial Group, LLC
N/A—9,504-9,504-100%$380.0K———
Continuum Advisory, LLC
N/A—8,614-8,614-100%$344.7K———
Steward Partners Investment Advisory, LLC
N/A—8,034-8,034-100%$321.5K———
Marshall Investment Management, LLC
N/A—6,770-6,770-100%$270.9K———
Veridan Wealth LLC
N/A—6,288-6,288-100%$251.7K———
Janney Montgomery Scott LLC
N/A—6,190-6,190-100%$248.0K———
Vantage Point Financial LLC
N/A—6,006-6,006-100%$240.4K———
Mutual Advisors, LLC
N/A—5,617-5,617-100%$224.8K———
Silver OAK Securities, Incorporated
N/A—5,540-5,540-100%$221.7K———
Alpha Financial Partners LLC
N/A—5,220-5,220-100%$208.9K———
Bartlett & Co. Wealth Management LLC
N/A—3,930-3,930-100%$157.3K———
FMR LLC
N/A—3,635-3,635-100%$145.5K———
Orion Capital Management LLC
N/A—3,200-3,200-100%$128.1K———
Rockefeller Capital Management L.P.
N/A—2,404-2,404-100%$96.2K———
Vanguard Advisers Inc
N/A—2,233-2,233-100%$89.4K———
Wells Fargo & Company
N/A—1,947-1,947-100%$77.9K———
Smartleaf Asset Management LLC
N/A—1,213-1,213-100%$48.3K———
Geneos Wealth Management Inc.
N/A—1,000-1,000-100%$40.0K———
Harbour Investments, Inc.
N/A—959-959-100%$38.4K———
Anchor Investment Management, LLC
N/A—836-836-100%$33.5K———
Fiduciary Financial Advisors
N/A—680-680-100%$27.2K———
Aptus Capital Advisors, LLC
N/A—644-644-100%$25.8K———
Global Retirement Partners, LLC
N/A—492-492-100%$19.7K———
O'shaughnessy Asset Management, LLC
N/A—312-312-100%$12.5K———
JPMorgan Chase & Co
N/A—275-275-100%$10.9K———
Ameriflex Group, Inc.
N/A—268-268-100%$10.7K———
Godfrey Financial Associates, Inc.
N/A—256-256-100%$10.2K———
Atlantic Union Bankshares Corp
N/A—80-80-100%$3.2K———
Dunhill Financial, LLC
N/A—17-17-100%$680———
Showing 162 of 162 institutions