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Nuveen ESG Emerging Markets (NUEM)

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
Shares449,255 from 624,064
Change-174,809 (-28%)
Value$19.1M (-$7.3M)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares293,122 from 292,478
Change+644 (+0%)
Value$12.5M (+$72.4K)
Filed 2026-10-26
Colorado Capital Management, Inc.
INCREASED
Shares245,166 from 244,578
Change+588 (+0%)
Value$10.4K (+$63)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares223,999 from 210,663
Change+13,336 (+6%)
Value$9.5M (+$600.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares189,014 from 183,764
Change+5,250 (+3%)
Value$8.1K (-$7.8M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares167,151 from 165,212
Change+1,939 (+1%)
Value$7.0M (+$125.9K)
Filed 2026-10-13
Allodium Investment Consultants, LLC
INCREASED
Shares84,619 from 80,896
Change+3,723 (+5%)
Value$3.6M (+$171.0K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares81,242 from 91,564
Change-10,322 (-11%)
Value$3.5M (-$425.5K)
Filed 2026-10-15
Evolution Advisers, Inc.
INCREASED
Shares73,168 from 71,718
Change+1,450 (+2%)
Value$3.0M (-$55.6K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares57,897 from 55,059
Change+2,838 (+5%)
Value$2.5M (+$129.3K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares57,369 from 57,115
Change+254 (+0%)
Value$2.4M (+$19.6K)
Filed 2026-11-02
Pioneer Wealth Management Group
DECREASED
Shares51,355 from 53,861
Change-2,506 (-5%)
Value$2.2M (-$98.5K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares50,280 from 51,184
Change-904 (-2%)
Value$2.1M (-$30.6K)
Filed 2026-11-02
CGC Financial Services, LLC
INCREASED
Shares49,270 from 46,712
Change+2,558 (+5%)
Value$2.1M (+$116.1K)
Filed 2026-10-13
Stewardship Advisors, LLC
NEW
Shares31,778
Change+31,778
Value$1.4M
Filed 2026-10-20
Choreo, LLC
UNCHANGED
Shares27,940 from 27,940
Change0 (0%)
Value$1.2M (+$4.3K)
Filed 2026-10-28
Clarity Wealth Development LLC
DECREASED
Shares21,696 from 36,973
Change-15,277 (-41%)
Value$924.0K (-$645.0K)
Filed 2026-10-22
Greenup Street Wealth Management LLC
DECREASED
Shares19,577 from 19,951
Change-374 (-2%)
Value$833.8K (-$12.8K)
Filed 2026-10-28
Natural Investments, LLC
UNCHANGED
Shares16,662 from 16,662
Change0 (0%)
Value$709.6K (+$2.6K)
Filed 2026-11-06
Vontobel Holding Ltd.
DECREASED
Shares16,591 from 17,183
Change-592 (-3%)
Value$706.6K (-$22.6K)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares15,185 from 15,772
Change-587 (-4%)
Value$647 (-$668.4K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares14,156
Change+14,156
Value$602.9K
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares11,285 from 11,285
Change0 (0%)
Value$480.6K (+$1.7K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares10,593 from 11,173
Change-580 (-5%)
Value$451.2K (-$23.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares10,513 from 20,280
Change-9,767 (-48%)
Value$447.7K (-$412.9K)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares10,438 from 10,526
Change-88 (-1%)
Value$444.6K (-$2.1K)
Filed 2026-10-28
RVW Wealth, LLC
UNCHANGED
Shares9,835 from 9,835
Change0 (0%)
Value$418.9K (+$1.5K)
Filed 2026-10-06
Heck Capital Advisors, LLC
UNCHANGED
Shares9,769 from 9,769
Change0 (0%)
Value$416.1K (+$1.5K)
Filed 2026-10-14
Aspiriant, LLC
UNCHANGED
Shares9,622 from 9,622
Change0 (0%)
Value$409.8K (+$1.5K)
Filed 2026-10-16
Brooklyn FI, LLC
INCREASED
Shares8,656 from 7,723
Change+933 (+12%)
Value$335.9K (+$22.2K)
Filed 2026-11-05
Carson Advisory Inc.
UNCHANGED
Shares7,861 from 7,861
Change0 (0%)
Value$334.8K (+$1.2K)
Filed 2026-11-06
MSH Capital Advisors LLC
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$321.6K (+$1.2K)
Filed 2026-11-03
UMB Bank, n.a.
UNCHANGED
Shares7,537 from 7,537
Change0 (0%)
Value$321.0K (+$1.2K)
Filed 2026-11-06
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares7,269 from 7,269
Change0 (0%)
Value$309.6K (+$1.1K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
NEW
Shares6,743
Change+6,743
Value$287.2K
Filed 2026-11-03
Sound Stewardship, LLC
UNCHANGED
Shares6,702 from 6,702
Change0 (0%)
Value$285.4K (+$1.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,208 from 7,430
Change-1,222 (-16%)
Value$264.4K (-$50.9K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares6,068 from 6,192
Change-124 (-2%)
Value$258.4K (-$4.3K)
Filed 2026-10-14
Destiny Wealth Partners, LLC
NEW
Shares6,058
Change+6,058
Value$233.7K
Filed 2026-11-05
Revisor Wealth Management LLC
UNCHANGED
Shares5,869 from 5,869
Change0 (0%)
Value$233.6K (-$15.4K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares5,579 from 5,584
Change-5 (0%)
Value$237.6K (+$646)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares5,514 from 1,963
Change+3,551 (+181%)
Value$234.8K (+$151.5K)
Filed 2026-10-08
CX Institutional
DECREASED
Shares5,466 from 5,475
Change-9 (0%)
Value$233 (+$1)
Filed 2026-10-02
River's Edge Wealth Management, LLC
DECREASED
Shares5,353 from 6,073
Change-720 (-12%)
Value$213.1K (-$36.6K)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
DECREASED
Shares5,343 from 5,529
Change-186 (-3%)
Value$227.6K (-$7.1K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares5,083 from 4,502
Change+581 (+13%)
Value$216.5K (+$25.4K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
NEW
Shares4,950
Change+4,950
Value$210.8K
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares4,611 from 4,398
Change+213 (+5%)
Value$196.4K (+$9.7K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares3,874 from 3,734
Change+140 (+4%)
Value$164.4K (+$5.9K)
Filed 2026-11-06
Covestor Ltd
INCREASED
Shares1,600 from 1,440
Change+160 (+11%)
Value$68 (-$60.9K)
Filed 2026-10-30
Bear Mountain Capital, Inc.
DECREASED
Shares1,463 from 1,755
Change-292 (-17%)
Value$58.2K (-$13.4K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares1,333 from 1,245
Change+88 (+7%)
Value$56.8K (+$3.9K)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$53.6K (+$195)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,234 from 1,647
Change-413 (-25%)
Value$52.5K (-$17.3K)
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$39.1K (+$141)
Filed 2026-10-22
Creative Financial Designs Inc
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$34.9K (+$126)
Filed 2026-11-04
Hickory Point Bank & Trust
NEW
Shares290
Change+290
Value$12.4K
Filed 2026-10-01
Kingdom Financial Group Llc.
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$12.1K (+$44)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$8.3K (+$30)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$6.5K (+$24)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares97
Change+97
Value$4.1K
Filed 2026-10-27
Trust Co
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.5K (+$13)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.2K (+$12)
Filed 2026-11-04
RMG Wealth Management LLC
CLOSED
Shares0 from 25,288
Change-25,288 (-100%)
Value$0 (-$864.3K)
Filed 2026-10-26
Vise Technologies, Inc.
CLOSED
Shares0 from 6,221
Change-6,221 (-100%)
Value$0 (-$264.0K)
Filed 2026-10-29
Maia Wealth LLC
CLOSED
Shares0 from 4,716
Change-4,716 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-19
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,073,878
Change-1,073,878 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 892,927
Change-892,927 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 443,927
Change-443,927 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 364,940
Change-364,940 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 292,166
Change-292,166 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 276,827
Change-276,827 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 106,954
Change-106,954 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,623
Change-102,623 (-100%)
Value—
UBS Group AG
N/A
Shares— from 88,552
Change-88,552 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 82,237
Change-82,237 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 36,884
Change-36,884 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 36,346
Change-36,346 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 34,096
Change-34,096 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 31,661
Change-31,661 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,795
Change-29,795 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 28,954
Change-28,954 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,507
Change-28,507 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,250
Change-24,250 (-100%)
Value—
&partners
N/A
Shares— from 22,910
Change-22,910 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 22,407
Change-22,407 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 22,244
Change-22,244 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 19,910
Change-19,910 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 19,239
Change-19,239 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 18,267
Change-18,267 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,822
Change-13,822 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,349
Change-11,349 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,820
Change-10,820 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,218
Change-10,218 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 7,351
Change-7,351 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,115
Change-7,115 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,853
Change-6,853 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 978
Change-978 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 690
Change-690 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 330
Change-330 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 274
Change-274 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 144
Change-144 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Abacus Wealth Partners, LLC
DECREASED449,255624,064-174,809-28%$26.5M$19.1M-$7.3M2026-11-03
TFC Financial Management, Inc.
INCREASED293,122292,478+644+0%$12.4M$12.5M+$72.4K2026-10-26
Colorado Capital Management, Inc.
INCREASED245,166244,578+588+0%$10.4K$10.4K+$632026-10-15
LPL Financial LLC
INCREASED223,999210,663+13,336+6%$8.9M$9.5M+$600.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED189,014183,764+5,250+3%$7.8M$8.1K-$7.8M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED167,151165,212+1,939+1%$6.9M$7.0M+$125.9K2026-10-13
Allodium Investment Consultants, LLC
INCREASED84,61980,896+3,723+5%$3.4M$3.6M+$171.0K2026-10-14
Mission Wealth Management, LP
DECREASED81,24291,564-10,322-11%$3.9M$3.5M-$425.5K2026-10-15
Evolution Advisers, Inc.
INCREASED73,16871,718+1,450+2%$3.0M$3.0M-$55.6K2026-11-06
Assetmark, Inc
INCREASED57,89755,059+2,838+5%$2.3M$2.5M+$129.3K2026-10-21
Creative Planning
INCREASED57,36957,115+254+0%$2.4M$2.4M+$19.6K2026-11-02
Pioneer Wealth Management Group
DECREASED51,35553,861-2,506-5%$2.3M$2.2M-$98.5K2026-10-09
Commonwealth Equity Services, LLC
DECREASED50,28051,184-904-2%$2.2M$2.1M-$30.6K2026-11-02
CGC Financial Services, LLC
INCREASED49,27046,712+2,558+5%$2.0M$2.1M+$116.1K2026-10-13
Stewardship Advisors, LLC
NEW31,778—+31,778——$1.4M—2026-10-20
Choreo, LLC
UNCHANGED27,94027,94000%$1.2M$1.2M+$4.3K2026-10-28
Clarity Wealth Development LLC
DECREASED21,69636,973-15,277-41%$1.6M$924.0K-$645.0K2026-10-22
Greenup Street Wealth Management LLC
DECREASED19,57719,951-374-2%$846.6K$833.8K-$12.8K2026-10-28
Natural Investments, LLC
UNCHANGED16,66216,66200%$707.0K$709.6K+$2.6K2026-11-06
Vontobel Holding Ltd.
DECREASED16,59117,183-592-3%$729.2K$706.6K-$22.6K2026-10-16
Thrivent Financial for Lutherans
DECREASED15,18515,772-587-4%$669.0K$647-$668.4K2026-11-05
Ascentis Independent Advisors
NEW14,156—+14,156——$602.9K—2026-11-03
First Pacific Financial
UNCHANGED11,28511,28500%$478.9K$480.6K+$1.7K2026-10-14
CGN Advisors LLC
DECREASED10,59311,173-580-5%$474.1K$451.2K-$23.0K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED10,51320,280-9,767-48%$860.6K$447.7K-$412.9K2026-10-16
Modera Wealth Management, LLC
DECREASED10,43810,526-88-1%$446.7K$444.6K-$2.1K2026-10-28
RVW Wealth, LLC
UNCHANGED9,8359,83500%$417.4K$418.9K+$1.5K2026-10-06
Heck Capital Advisors, LLC
UNCHANGED9,7699,76900%$414.6K$416.1K+$1.5K2026-10-14
Aspiriant, LLC
UNCHANGED9,6229,62200%$408.3K$409.8K+$1.5K2026-10-16
Brooklyn FI, LLC
INCREASED8,6567,723+933+12%$313.6K$335.9K+$22.2K2026-11-05
Carson Advisory Inc.
UNCHANGED7,8617,86100%$333.6K$334.8K+$1.2K2026-11-06
MSH Capital Advisors LLC
UNCHANGED7,5507,55000%$320.4K$321.6K+$1.2K2026-11-03
UMB Bank, n.a.
UNCHANGED7,5377,53700%$319.8K$321.0K+$1.2K2026-11-06
Bond & Devick Financial Network, Inc.
UNCHANGED7,2697,26900%$308.5K$309.6K+$1.1K2026-10-23
Quantum Financial Advisors, LLC
NEW6,743—+6,743——$287.2K—2026-11-03
Sound Stewardship, LLC
UNCHANGED6,7026,70200%$284.4K$285.4K+$1.0K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED6,2087,430-1,222-16%$315.3K$264.4K-$50.9K2026-10-20
Davenport & Co LLC
DECREASED6,0686,192-124-2%$262.8K$258.4K-$4.3K2026-10-14
Destiny Wealth Partners, LLC
NEW6,058—+6,058——$233.7K—2026-11-05
Revisor Wealth Management LLC
UNCHANGED5,8695,86900%$249.1K$233.6K-$15.4K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED5,5795,584-50%$237.0K$237.6K+$6462026-11-02
Farther Finance Advisors, LLC
INCREASED5,5141,963+3,551+181%$83.3K$234.8K+$151.5K2026-10-08
CX Institutional
DECREASED5,4665,475-90%$232$233+$12026-10-02
River's Edge Wealth Management, LLC
DECREASED5,3536,073-720-12%$249.7K$213.1K-$36.6K2026-10-19
Emergent Wealth Advisors, LLC
DECREASED5,3435,529-186-3%$234.6K$227.6K-$7.1K2026-10-09
Rossby Financial, LCC
INCREASED5,0834,502+581+13%$191.0K$216.5K+$25.4K2026-11-05
Kingswood Wealth Advisors, LLC
NEW4,950—+4,950——$210.8K—2026-10-23
US Bancorp \de\
INCREASED4,6114,398+213+5%$186.6K$196.4K+$9.7K2026-11-05
Allworth Financial LP
INCREASED3,8743,734+140+4%$158.5K$164.4K+$5.9K2026-11-06
Covestor Ltd
INCREASED1,6001,440+160+11%$61.0K$68-$60.9K2026-10-30
Bear Mountain Capital, Inc.
DECREASED1,4631,755-292-17%$71.7K$58.2K-$13.4K2026-11-04
CoreCap Advisors, LLC
INCREASED1,3331,245+88+7%$52.8K$56.8K+$3.9K2026-10-08
Golden State Wealth Management, LLC
UNCHANGED1,2581,25800%$53.4K$53.6K+$1952026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED1,2341,647-413-25%$69.9K$52.5K-$17.3K2026-11-03
Quaker Wealth Management, LLC
UNCHANGED91791700%$38.9K$39.1K+$1412026-10-22
Creative Financial Designs Inc
UNCHANGED81981900%$34.8K$34.9K+$1262026-11-04
Hickory Point Bank & Trust
NEW290—+290——$12.4K—2026-10-01
Kingdom Financial Group Llc.
UNCHANGED28428400%$12.1K$12.1K+$442026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED19519500%$8.3K$8.3K+$302026-11-05
Abound Wealth Management
UNCHANGED15315300%$6.5K$6.5K+$242026-10-26
Elyxium Wealth, LLC
NEW97—+97——$4.1K—2026-10-27
Trust Co
UNCHANGED818100%$3.4K$3.5K+$132026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED747400%$3.1K$3.2K+$122026-11-04
RMG Wealth Management LLC
CLOSED025,288-25,288-100%$864.3K$0-$864.3K2026-10-26
Vise Technologies, Inc.
CLOSED06,221-6,221-100%$264.0K$0-$264.0K2026-10-29
Maia Wealth LLC
CLOSED04,716-4,716-100%$200.1K$0-$200.1K2026-10-19
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,073,878-1,073,878-100%$45.6M———
Wealthfront Advisers LLC
N/A—892,927-892,927-100%$37.9M———
Morgan Stanley
N/A—443,927-443,927-100%$18.8M———
Envestnet Asset Management Inc
N/A—364,940-364,940-100%$15.5M———
Cerity Partners Ocio LLC
N/A—292,166-292,166-100%$12.4M———
Bank of America Corp
N/A—276,827-276,827-100%$11.7M———
Coldstream Capital Management Inc
N/A—106,954-106,954-100%$4.5M———
Cetera Investment Advisers
N/A—102,623-102,623-100%$4.4M———
UBS Group AG
N/A—88,552-88,552-100%$3.8M———
Jane Street Group, LLC
N/A—82,237-82,237-100%$3.5M———
Old Mission Capital LLC
N/A—36,884-36,884-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—36,346-36,346-100%$1.5M———
Tolleson Wealth Management, Inc.
N/A—34,096-34,096-100%$1.4M———
Westfuller Advisors, LLC
N/A—31,661-31,661-100%$1.3M———
JPMorgan Chase & Co
N/A—29,795-29,795-100%$1.2M———
Raymond James Financial Inc
N/A—29,497-29,497-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—28,954-28,954-100%$1.2M———
Osaic Holdings, Inc.
N/A—28,507-28,507-100%$1.2M———
Cascade Financial Partners, LLC
N/A—25,000-25,000-100%$1.1M———
Captrust Financial Advisors
N/A—24,250-24,250-100%$1.0M———
&partners
N/A—22,910-22,910-100%$972.2K———
HM Payson & Co
N/A—22,407-22,407-100%$950.9K———
Whittier Trust Co
N/A—22,244-22,244-100%$929.6K———
McNamara Financial Services, Inc.
N/A—19,910-19,910-100%$844.9K———
Cerity Partners Retirement Plan Advisors LLC
N/A—19,239-19,239-100%$816.4K———
Tiaa Trust, National Association
N/A—18,267-18,267-100%$775.2K———
Equitable Holdings, Inc.
N/A—13,822-13,822-100%$586.6K———
Royal Bank of Canada
N/A—12,343-12,343-100%$524.0K———
Stifel Financial Corp
N/A—11,349-11,349-100%$481.6K———
NewEdge Advisors, LLC
N/A—10,820-10,820-100%$459.2K———
Davis Wealth Advisors, LLC
N/A—10,280-10,280-100%$436.2K———
EP Wealth Advisors, LLC
N/A—10,218-10,218-100%$433.6K———
PFG Investments, LLC
N/A—7,616-7,616-100%$323.2K———
Citadel Advisors LLC
N/A—7,386-7,386-100%$313.4K———
Greykasell Wealth Strategies, Inc.
N/A—7,351-7,351-100%$311.9K———
Stratos Wealth Partners, Ltd.
N/A—7,115-7,115-100%$302.0K———
Mercer Global Advisors Inc
N/A—7,083-7,083-100%$300.6K———
FMR LLC
N/A—6,853-6,853-100%$290.8K———
Continuum Advisory, LLC
N/A—6,366-6,366-100%$270.2K———
Ameriprise Financial Inc
N/A—6,286-6,286-100%$266.8K———
Integrated Wealth Concepts LLC
N/A—5,692-5,692-100%$241.5K———
Betterment LLC
N/A—5,455-5,455-100%$232.0K———
OneDigital Investment Advisors LLC
N/A—5,123-5,123-100%$217.4K———
HighTower Advisors, LLC
N/A—4,942-4,942-100%$209.7K———
O'shaughnessy Asset Management, LLC
N/A—2,843-2,843-100%$120.6K———
Smartleaf Asset Management LLC
N/A—1,370-1,370-100%$57.3K———
Orion Capital Management LLC
N/A—1,272-1,272-100%$54.0K———
Vanguard Advisers Inc
N/A—978-978-100%$41.5K———
Millstone Evans Group, LLC
N/A—963-963-100%$40.9K———
Rockefeller Capital Management L.P.
N/A—889-889-100%$37.7K———
Fiduciary Financial Advisors
N/A—690-690-100%$29.3K———
Ameritas Advisory Services, LLC
N/A—636-636-100%$27.0K———
Steward Partners Investment Advisory, LLC
N/A—473-473-100%$20.1K———
Anchor Investment Management, LLC
N/A—338-338-100%$14.3K———
Whittier Trust Co of Nevada Inc
N/A—330-330-100%$13.4K———
Federation des caisses Desjardins du Quebec
N/A—274-274-100%$11.6K———
Aptus Capital Advisors, LLC
N/A—270-270-100%$11.5K———
Harbour Investments, Inc.
N/A—155-155-100%$6.6K———
Northwestern Mutual Wealth Management Co
N/A—144-144-100%$6.1K———
Dunhill Financial, LLC
N/A—30-30-100%$1.3K———
Showing 126 of 126 institutions