Nuveen ESG International Developed Markets Equity(NUDM)

$40.08—

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Nuveen ESG International Developed Markets Equity(NUDM)

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$40.08—

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NUDM(NUDM)

NUDM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 180 Institutional Holders

Holder	Shares	Date	Change	% Held
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.16M	Mar 31, 26	+2.16M	12.41%
Wealthfront Advisers LLC	1.64M	Mar 31, 26	+233.34K	9.40%
ROYAL BANK OF CANADA	1.32M	Mar 31, 26	-11.62K	7.55%
MORGAN STANLEY	810.07K	Mar 31, 26	+58.04K	4.65%
ENVESTNET ASSET MANAGEMENT INC	806.52K	Mar 31, 26	+423.04K	4.63%
BANK OF AMERICA CORP /DE/	719.68K	Mar 31, 26	+85.73K	4.13%
Cambridge Investment Research Advisors, Inc.	479.92K	Mar 31, 26	+11.34K	2.76%
WCG Wealth Advisors LLC	373.70K	Mar 31, 26	+4.56K	2.15%
Clarity Asset Management, Inc.	286.31K	Mar 31, 26	-133.62K	1.64%
PFG Investments, LLC	246.70K	Mar 31, 26	-4.15K	1.42%
MISSION WEALTH MANAGEMENT, LP	237.54K	Mar 31, 26	+3.71K	1.36%
Evolution Advisers, Inc.	208.52K	Mar 31, 26	+20.72K	1.20%
LPL Financial LLC	188.24K	Mar 31, 26	+7.07K	1.08%
Ameritas Advisory Services, LLC	163.82K	Mar 31, 26	+6.55K	0.94%
HRT FINANCIAL LP	161.98K	Mar 31, 26	+161.98K	0.93%
ARGI Investment Services, LLC	154.75K	Mar 31, 26	+72.17K	0.89%
THRIVENT FINANCIAL FOR LUTHERANS	148.31K	Mar 31, 26	-55.20K	0.85%
UBS Group AG	142.29K	Mar 31, 26	+21.61K	0.82%
Advisory Services Network, LLC	131.97K	Mar 31, 26	+47.61K	0.76%
EP Wealth Advisors, LLC	128.72K	Mar 31, 26	+31.18K	0.74%
ASSETMARK, INC	126.36K	Mar 31, 26	+10.95K	0.73%
Cetera Investment Advisers	124.80K	Mar 31, 26	+8.48K	0.72%
Allodium Investment Consultants, LLC	114.01K	Mar 31, 26	+17.33K	0.65%
Clarity Wealth Development LLC	111.06K	Mar 31, 26	-427	0.64%
Brio Consultants, LLC	103.53K	Mar 31, 26	+6.70K	0.59%
Johnson Financial Group, Inc.	100.77K	Mar 31, 26	+12.20K	0.58%
Creative Planning	97.50K	Mar 31, 26	+6.33K	0.56%
Vestmark Advisory Solutions, Inc.	96.13K	Mar 31, 26	-108.66K	0.55%
UMB Bank, n.a.	90.34K	Mar 31, 26	+300	0.52%
OPPENHEIMER ASSET MANAGEMENT INC.	89.79K	Mar 31, 26	-2.73K	0.52%
Mariner, LLC	73.97K	Mar 31, 26	+2.43K	0.42%
3EDGE Asset Management, LP	66.00K	Mar 31, 26	-106.11K	0.38%
NewEdge Advisors, LLC	63.21K	Mar 31, 26	+8.14K	0.36%
Bond & Devick Financial Network, Inc.	55.22K	Mar 31, 26	+1.90K	0.32%
WILEY BROS.-AINTREE CAPITAL, LLC	49.86K	Mar 31, 26	+22.97K	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	45.63K	Mar 31, 26	-1.66K	0.26%
ADVISOR GROUP HOLDINGS, INC.	45.29K	Mar 31, 26	+8.09K	0.26%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	44.93K	Mar 31, 26	+18.78K	0.26%
RAYMOND JAMES FINANCIAL INC	44.24K	Mar 31, 26	+4.37K	0.25%
HighTower Advisors, LLC	43.52K	Mar 31, 26	-515	0.25%
Ledyard National Bank	38.98K	Mar 31, 26	+540	0.22%
McNamara Financial Services, Inc.	38.66K	Mar 31, 26	-243	0.22%
Colorado Capital Management, Inc.	38.50K	Mar 31, 26	+684	0.22%
WHITTIER TRUST CO OF NEVADA INC	38.48K	Mar 31, 26	-1.20K	0.22%
CGN Advisors LLC	37.66K	Mar 31, 26	-241	0.22%
JANE STREET GROUP, LLC	36.86K	Mar 31, 26	+36.86K	0.21%
NORTHERN TRUST CORP	36.10K	Mar 31, 26	--	0.21%
MML INVESTORS SERVICES, LLC	35.24K	Mar 31, 26	-1.12K	0.20%
CARY STREET PARTNERS FINANCIAL LLC	34.37K	Mar 31, 26	+182	0.20%
Vontobel Holding Ltd.	33.45K	Mar 31, 26	+1.86K	0.19%
Trust Co	31.50K	Mar 31, 26	-3.35K	0.18%
WHITTIER TRUST CO	30.77K	Mar 31, 26	--	0.18%
Prism Advisors, Inc.	29.77K	Mar 31, 26	-334	0.17%
SGL Investment Advisors, Inc.	26.91K	Mar 31, 26	+2.92K	0.15%
Stratos Wealth Partners, LTD.	26.62K	Mar 31, 26	-107	0.15%
TFC Financial Management, Inc.	26.55K	Mar 31, 26	-1.13K	0.15%
NATURAL INVESTMENTS, LLC	26.49K	Mar 31, 26	+2.93K	0.15%
CX Institutional	25.86K	Mar 31, 26	+4.74K	0.15%
Wescott Financial Advisory Group, LLC	24.52K	Mar 31, 26	+112	0.14%
Perennial Investment Advisors, LLC	24.05K	Mar 31, 26	+16.92K	0.14%
GOLDMAN SACHS GROUP INC	20.66K	Mar 31, 26	+20.66K	0.12%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20.59K	Mar 31, 26	+1.15K	0.12%
Sound Stewardship, LLC	20.36K	Mar 31, 26	+4.90K	0.12%
STIFEL FINANCIAL CORP	20.03K	Mar 31, 26	+994	0.11%
Dynamic Advisor Solutions LLC	17.91K	Mar 31, 26	+149	0.10%
PNC FINANCIAL SERVICES GROUP, INC.	17.89K	Mar 31, 26	+436	0.10%
Lido Advisors, LLC	16.21K	Mar 31, 26	+11	0.09%
TIAA TRUST, NATIONAL ASSOCIATION	15.53K	Mar 31, 26	-2.06M	0.09%
Brinker Capital Investments, LLC	14.91K	Mar 31, 26	-2.89K	0.09%
Equitable Holdings, Inc.	14.65K	Mar 31, 26	+1.23K	0.08%
One Capital Management, LLC	14.16K	Mar 31, 26	+1.59K	0.08%
Towerpoint Wealth, LLC	13.95K	Mar 31, 26	-624	0.08%
Wealth Architects, LLC	13.28K	Mar 31, 26	-2	0.08%
Avantax Planning Partners, Inc.	13.24K	Mar 31, 26	-81	0.08%
Walkner Condon Financial Advisors LLC	13.07K	Mar 31, 26	-9	0.08%
Relyea Zuckerberg Hanson LLC	13.02K	Mar 31, 26	+2.93K	0.07%
Argyle Capital Partners, LLC	12.24K	Mar 31, 26	+2.07K	0.07%
Mayflower Financial Advisors, LLC	12.17K	Mar 31, 26	+835	0.07%
Sand Hill Global Advisors, LLC	11.97K	Mar 31, 26	--	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.82K	Mar 31, 26	+3.50K	0.07%
SCHMIDT P J INVESTMENT MANAGEMENT INC	11.71K	Mar 31, 26	-837	0.07%
Rossby Financial, LCC	11.22K	Mar 31, 26	+224	0.06%
CAPTRUST FINANCIAL ADVISORS	11.13K	Mar 31, 26	+438	0.06%
Maia Wealth LLC	11.06K	Mar 31, 26	-64	0.06%
BURNS J W & CO INC/NY	11.00K	Mar 31, 26	+11.00K	0.06%
Leverty Financial Group, LLC	10.32K	Mar 31, 26	--	0.06%
Ashton Thomas Private Wealth, LLC	10.18K	Mar 31, 26	--	0.06%
Columbia River Financial Group, LLC	9.50K	Mar 31, 26	--	0.05%
Keener Financial Planning LLC	9.45K	Mar 31, 26	--	0.05%
Curtis Advisory Group, LLC	9.43K	Mar 31, 26	+2.96K	0.05%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	9.18K	Mar 31, 26	+284	0.05%
Robertson Stephens Wealth Management, LLC	8.93K	Mar 31, 26	--	0.05%
D.A. DAVIDSON & CO.	8.88K	Mar 31, 26	-187	0.05%
US BANCORP \DE\	8.65K	Mar 31, 26	-2.88K	0.05%
Corundum Group, Inc.	8.39K	Mar 31, 26	+47	0.05%
Continuum Advisory, LLC	8.37K	Mar 31, 26	-1	0.05%
LOCKERMAN FINANCIAL GROUP, INC.	8.35K	Mar 31, 26	-3.03K	0.05%
Legacy Financial Group LLC	8.06K	Mar 31, 26	-565	0.05%
Steward Partners Investment Advisory, LLC	8.03K	Mar 31, 26	--	0.05%
CI Private Wealth, LLC	7.71K	Mar 31, 26	--	0.04%
Mutual Advisors, LLC	7.50K	Mar 31, 26	-343	0.04%
Live Oak Investment Partners	6.76K	Mar 31, 26	--	0.04%
Private Advisor Group, LLC	6.63K	Mar 31, 26	-341	0.04%
Veridan Wealth LLC	6.51K	Mar 31, 26	-198	0.04%
INSPIRION WEALTH ADVISORS, LLC	6.30K	Mar 31, 26	-11	0.04%
MARSHALL INVESTMENT MANAGEMENT, LLC	6.22K	Mar 31, 26	+46	0.04%
LIFELONG WEALTH ADVISORS, INC.	6.19K	Mar 31, 26	-382	0.04%
Triad Wealth Partners, LLC	6.01K	Mar 31, 26	--	0.03%
Vantage Point Financial LLC	6.01K	Mar 31, 26	--	0.03%
Financial Insights, Inc.	5.92K	Mar 31, 26	--	0.03%
Farther Finance Advisors, LLC	4.44K	Mar 31, 26	+4.44K	0.03%
IAG Wealth Partners, LLC	4.06K	Mar 31, 26	+240	0.02%
CWM, LLC	3.96K	Mar 31, 26	-421	0.02%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.93K	Mar 31, 26	--	0.02%
FMR LLC	3.67K	Mar 31, 26	-80	0.02%
Mascoma Wealth Management LLC	3.60K	Mar 31, 26	--	0.02%
Orion Capital Management LLC	3.08K	Mar 31, 26	+1.50K	0.02%
VANGUARD ADVISERS INC	2.20K	Mar 31, 26	+2.20K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.13K	Mar 31, 26	--	0.01%
CoreCap Advisors, LLC	2.05K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	1.21K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	1.00K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	959	Mar 31, 26	+618	0.01%
WELLS FARGO & COMPANY/MN	919	Mar 31, 26	+918	0.01%
PRIVATE TRUST CO NA	895	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	836	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	817	Mar 31, 26	+96	0.00%
Harbor Asset Planning, Inc.	805	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	744	Mar 31, 26	+50	0.00%
Covestor Ltd	685	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	677	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	677	Mar 31, 26	+677	0.00%
WealthShield Partners, LLC	510	Mar 31, 26	--	0.00%
Financial Network Wealth Advisors LLC	441	Mar 31, 26	-336	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	391	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	353	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	301	Mar 31, 26	+301	0.00%
JPMORGAN CHASE & CO	286	Mar 31, 26	-19	0.00%
Abound Wealth Management	210	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	195	Mar 31, 26	+3	0.00%
EverSource Wealth Advisors, LLC	185	Mar 31, 26	--	0.00%
Allworth Financial LP	86	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	80	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	17	Mar 31, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-757	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-3.60K	--
Evergreen Private Wealth LLC	--	Mar 31, 26	-5.01K	--
Redhawk Wealth Advisors, Inc.	--	Mar 31, 26	-24.30K	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-5.97K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-412	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-24	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-380.62K	--
LongView Asset Management LLC	80.95K	Dec 31, 25	-14	0.46%
Tolleson Wealth Management, Inc.	22.98K	Dec 31, 25	--	0.13%
Global Retirement Partners, LLC	492	Dec 31, 25	--	0.00%
JFG Wealth Management, LLC	6.91K	Sep 30, 25	--	0.04%
Better Money Decisions, LLC	126.50K	Jun 30, 25	+2.58K	0.73%
Money Design Co.,Ltd.	49.08K	Jun 30, 25	-4.35K	0.28%
AVANTAX ADVISORY SERVICES, INC.	8.59K	Jun 30, 25	+8.59K	0.05%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-7.38K	--
US FINANCIAL ADVISORS, LLC	24.30K	Mar 31, 25	+1.63K	0.14%
Orion Portfolio Solutions, LLC	6.33K	Mar 31, 25	+6.33K	0.04%
Raymond James Financial Services Advisors, Inc.	14.15K	Sep 30, 24	+206	0.08%
RAYMOND JAMES & ASSOCIATES	13.38K	Sep 30, 24	-799	0.08%
Perella Weinberg Partners Capital Management LP	145.15K	Mar 31, 24	-295.65K	0.83%
Cetera Advisors LLC	75.21K	Mar 31, 24	+75.21K	0.43%
Cetera Advisor Networks LLC	6.99K	Mar 31, 24	+6.99K	0.04%
Baystate Wealth Management LLC	5.35K	Dec 31, 23	+167	0.03%
Bartlett & Co. LLC	3.73K	Dec 31, 23	--	0.02%
TIAA, FSB	2.56M	Jun 30, 23	-77.55K	14.68%
Financial Architects, Inc	36.39K	Jun 30, 23	+17	0.21%
American Portfolios Advisors	7.21K	Sep 30, 22	-900	0.04%
WIPFLI FINANCIAL ADVISORS LLC,	3.33K	Sep 30, 22	+3.33K	0.02%
Covington Capital Management	1.17K	Sep 30, 22	--	0.01%
Urban Wealth Management, LLC	1	Jun 30, 22	+1	0.00%
Winslow, Evans & Crocker, Inc.	930	Dec 31, 20	+930	0.01%
First Allied Advisory Services, Inc.	29.59K	Sep 30, 20	+7.04K	0.17%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.07K	Dec 31, 19	+1.87K	0.05%
Advisor Group, Inc.	6.15K	Dec 31, 19	+638	0.04%
Vestpro Financial Partners, Inc. dba CPF Texas	1.36K	Sep 30, 18	+1.36K	0.01%

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Holder

Date

Change

% Held

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.16M

Mar 31, 26

+2.16M

12.41%

Wealthfront Advisers LLC

1.64M

Mar 31, 26

+233.34K

9.40%

ROYAL BANK OF CANADA

1.32M

Mar 31, 26

-11.62K

7.55%

MORGAN STANLEY

810.07K

Mar 31, 26

+58.04K

4.65%

ENVESTNET ASSET MANAGEMENT INC

806.52K

Mar 31, 26

+423.04K

4.63%

BANK OF AMERICA CORP /DE/

719.68K

Mar 31, 26

+85.73K

4.13%

Cambridge Investment Research Advisors, Inc.

479.92K

Mar 31, 26

+11.34K

2.76%

WCG Wealth Advisors LLC

373.70K

Mar 31, 26

+4.56K

2.15%

Clarity Asset Management, Inc.

286.31K

Mar 31, 26

-133.62K

1.64%

PFG Investments, LLC

246.70K

Mar 31, 26

-4.15K

1.42%

MISSION WEALTH MANAGEMENT, LP

237.54K

Mar 31, 26

+3.71K

1.36%

Evolution Advisers, Inc.

208.52K

Mar 31, 26

+20.72K

1.20%

LPL Financial LLC

188.24K

Mar 31, 26

+7.07K

1.08%

Ameritas Advisory Services, LLC

163.82K

Mar 31, 26

+6.55K

0.94%

HRT FINANCIAL LP

161.98K

Mar 31, 26

+161.98K

0.93%

ARGI Investment Services, LLC

154.75K

Mar 31, 26

+72.17K

0.89%

THRIVENT FINANCIAL FOR LUTHERANS

148.31K

Mar 31, 26

-55.20K

0.85%

UBS Group AG

142.29K

Mar 31, 26

+21.61K

0.82%

Advisory Services Network, LLC

131.97K

Mar 31, 26

+47.61K

0.76%

EP Wealth Advisors, LLC

128.72K

Mar 31, 26

+31.18K

0.74%

ASSETMARK, INC

126.36K

Mar 31, 26

+10.95K

0.73%

Cetera Investment Advisers

124.80K

Mar 31, 26

+8.48K

0.72%

Allodium Investment Consultants, LLC

114.01K

Mar 31, 26

+17.33K

0.65%

Clarity Wealth Development LLC

111.06K

Mar 31, 26

-427

0.64%

Brio Consultants, LLC

103.53K

Mar 31, 26

+6.70K

0.59%

Johnson Financial Group, Inc.

100.77K

Mar 31, 26

+12.20K

0.58%

Creative Planning

97.50K

Mar 31, 26

+6.33K

0.56%

Vestmark Advisory Solutions, Inc.

96.13K

Mar 31, 26

-108.66K

0.55%

UMB Bank, n.a.

90.34K

Mar 31, 26

+300

0.52%

OPPENHEIMER ASSET MANAGEMENT INC.

89.79K

Mar 31, 26

-2.73K

0.52%

Mariner, LLC

73.97K

Mar 31, 26

+2.43K

0.42%

3EDGE Asset Management, LP

66.00K

Mar 31, 26

-106.11K

0.38%

NewEdge Advisors, LLC

63.21K

Mar 31, 26

+8.14K

0.36%

Bond & Devick Financial Network, Inc.

55.22K

Mar 31, 26

+1.90K

0.32%

WILEY BROS.-AINTREE CAPITAL, LLC

49.86K

Mar 31, 26

+22.97K

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

45.63K

Mar 31, 26

-1.66K

0.26%

ADVISOR GROUP HOLDINGS, INC.

45.29K

Mar 31, 26

+8.09K

0.26%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

44.93K

Mar 31, 26

+18.78K

0.26%

RAYMOND JAMES FINANCIAL INC

44.24K

Mar 31, 26

+4.37K

0.25%

HighTower Advisors, LLC

43.52K

Mar 31, 26

-515

0.25%

Ledyard National Bank

38.98K

Mar 31, 26

+540

0.22%

McNamara Financial Services, Inc.

38.66K

Mar 31, 26

-243

0.22%

Colorado Capital Management, Inc.

38.50K

Mar 31, 26

+684

0.22%

WHITTIER TRUST CO OF NEVADA INC

38.48K

Mar 31, 26

-1.20K

0.22%

CGN Advisors LLC

37.66K

Mar 31, 26

-241

0.22%

JANE STREET GROUP, LLC

36.86K

Mar 31, 26

+36.86K

0.21%

NORTHERN TRUST CORP

36.10K

Mar 31, 26

0.21%

MML INVESTORS SERVICES, LLC

35.24K

Mar 31, 26

-1.12K

0.20%

CARY STREET PARTNERS FINANCIAL LLC

34.37K

Mar 31, 26

+182

0.20%

Vontobel Holding Ltd.

33.45K

Mar 31, 26

+1.86K

0.19%

Trust Co

31.50K

Mar 31, 26

-3.35K

0.18%

WHITTIER TRUST CO

30.77K

Mar 31, 26

0.18%

Prism Advisors, Inc.

29.77K

Mar 31, 26

-334

0.17%

SGL Investment Advisors, Inc.

26.91K

Mar 31, 26

+2.92K

0.15%

Stratos Wealth Partners, LTD.

26.62K

Mar 31, 26

-107

0.15%

TFC Financial Management, Inc.

26.55K

Mar 31, 26

-1.13K

0.15%

NATURAL INVESTMENTS, LLC

26.49K

Mar 31, 26

+2.93K

0.15%

CX Institutional

25.86K

Mar 31, 26

+4.74K

0.15%

Wescott Financial Advisory Group, LLC

24.52K

Mar 31, 26

+112

0.14%

Perennial Investment Advisors, LLC

24.05K

Mar 31, 26

+16.92K

0.14%

GOLDMAN SACHS GROUP INC

20.66K

Mar 31, 26

+20.66K

0.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

20.59K

Mar 31, 26

+1.15K

0.12%

Sound Stewardship, LLC

20.36K

Mar 31, 26

+4.90K

0.12%

STIFEL FINANCIAL CORP

20.03K

Mar 31, 26

+994

0.11%

Dynamic Advisor Solutions LLC

17.91K

Mar 31, 26

+149

0.10%

PNC FINANCIAL SERVICES GROUP, INC.

17.89K

Mar 31, 26

+436

0.10%

Lido Advisors, LLC

16.21K

Mar 31, 26

+11

0.09%

TIAA TRUST, NATIONAL ASSOCIATION

15.53K

Mar 31, 26

-2.06M

0.09%

Brinker Capital Investments, LLC

14.91K

Mar 31, 26

-2.89K

0.09%

Equitable Holdings, Inc.

14.65K

Mar 31, 26

+1.23K

0.08%

One Capital Management, LLC

14.16K

Mar 31, 26

+1.59K

0.08%

Towerpoint Wealth, LLC

13.95K

Mar 31, 26

-624

0.08%

Wealth Architects, LLC

13.28K

Mar 31, 26

-2

0.08%

Avantax Planning Partners, Inc.

13.24K

Mar 31, 26

-81

0.08%

Walkner Condon Financial Advisors LLC

13.07K

Mar 31, 26

-9

0.08%

Relyea Zuckerberg Hanson LLC

13.02K

Mar 31, 26

+2.93K

0.07%

Argyle Capital Partners, LLC

12.24K

Mar 31, 26

+2.07K

0.07%

Mayflower Financial Advisors, LLC

12.17K

Mar 31, 26

+835

0.07%

Sand Hill Global Advisors, LLC

11.97K

Mar 31, 26

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.82K

Mar 31, 26

+3.50K

0.07%

SCHMIDT P J INVESTMENT MANAGEMENT INC

11.71K

Mar 31, 26

-837

0.07%

Rossby Financial, LCC

11.22K

Mar 31, 26

+224

0.06%

CAPTRUST FINANCIAL ADVISORS

11.13K

Mar 31, 26

+438

0.06%

Maia Wealth LLC

11.06K

Mar 31, 26

-64

0.06%

BURNS J W & CO INC/NY

11.00K

Mar 31, 26

+11.00K

0.06%

Leverty Financial Group, LLC

10.32K

Mar 31, 26

0.06%

Ashton Thomas Private Wealth, LLC

10.18K

Mar 31, 26

0.06%

Columbia River Financial Group, LLC

9.50K

Mar 31, 26

0.05%

Keener Financial Planning LLC

9.45K

Mar 31, 26

0.05%

Curtis Advisory Group, LLC

9.43K

Mar 31, 26

+2.96K

0.05%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

9.18K

Mar 31, 26

+284

0.05%

Robertson Stephens Wealth Management, LLC

8.93K

Mar 31, 26

0.05%

D.A. DAVIDSON & CO.

8.88K

Mar 31, 26

-187

0.05%

US BANCORP \DE\

8.65K

Mar 31, 26

-2.88K

0.05%

Corundum Group, Inc.

8.39K

Mar 31, 26

+47

0.05%

Continuum Advisory, LLC

8.37K

Mar 31, 26

-1

0.05%

LOCKERMAN FINANCIAL GROUP, INC.

8.35K

Mar 31, 26

-3.03K

0.05%

Legacy Financial Group LLC

8.06K

Mar 31, 26

-565

0.05%

Steward Partners Investment Advisory, LLC

8.03K

Mar 31, 26

0.05%

CI Private Wealth, LLC

7.71K

Mar 31, 26

0.04%

Mutual Advisors, LLC

7.50K

Mar 31, 26

-343

0.04%

Live Oak Investment Partners

6.76K

Mar 31, 26

0.04%

Private Advisor Group, LLC

6.63K

Mar 31, 26

-341

0.04%

Veridan Wealth LLC

6.51K

Mar 31, 26

-198

0.04%

INSPIRION WEALTH ADVISORS, LLC

6.30K

Mar 31, 26

-11

0.04%

MARSHALL INVESTMENT MANAGEMENT, LLC

6.22K

Mar 31, 26

+46

0.04%

LIFELONG WEALTH ADVISORS, INC.

6.19K

Mar 31, 26

-382

0.04%

Triad Wealth Partners, LLC

6.01K

Mar 31, 26

0.03%

Vantage Point Financial LLC

6.01K

Mar 31, 26

0.03%

Financial Insights, Inc.

5.92K

Mar 31, 26

0.03%

Farther Finance Advisors, LLC

4.44K

Mar 31, 26

+4.44K

0.03%

IAG Wealth Partners, LLC

4.06K

Mar 31, 26

+240

0.02%

CWM, LLC

3.96K

Mar 31, 26

-421

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.93K

Mar 31, 26

0.02%

FMR LLC

3.67K

Mar 31, 26

-80

0.02%

Mascoma Wealth Management LLC

3.60K

Mar 31, 26

0.02%

Orion Capital Management LLC

3.08K

Mar 31, 26

+1.50K

0.02%

VANGUARD ADVISERS INC

2.20K

Mar 31, 26

+2.20K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.13K

Mar 31, 26

0.01%

CoreCap Advisors, LLC

2.05K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

1.21K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

1.00K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

959

Mar 31, 26

+618

0.01%

WELLS FARGO & COMPANY/MN

919

Mar 31, 26

+918

0.01%

PRIVATE TRUST CO NA

895

Mar 31, 26

0.01%

Anchor Investment Management, LLC

836

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

817

Mar 31, 26

+96

0.00%

Harbor Asset Planning, Inc.

805

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

744

Mar 31, 26

+50

0.00%

Covestor Ltd

685

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

677

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

677

Mar 31, 26

+677

0.00%

WealthShield Partners, LLC

510

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

441

Mar 31, 26

-336

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

391

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

353

Mar 31, 26

0.00%

Western Wealth Management, LLC

301

Mar 31, 26

+301

0.00%

JPMORGAN CHASE & CO

286

Mar 31, 26

-19

0.00%

Abound Wealth Management

210

Mar 31, 26

0.00%

NBC SECURITIES, INC.

195

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

185

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-757

Kestra Advisory Services, LLC

Mar 31, 26

-3.60K

Evergreen Private Wealth LLC

Mar 31, 26

-5.01K

Redhawk Wealth Advisors, Inc.

Mar 31, 26

-24.30K

Beacon Pointe Advisors, LLC

Mar 31, 26

-5.97K

Elyxium Wealth, LLC

Mar 31, 26

-412

Measured Wealth Private Client Group, LLC

Mar 31, 26

-24

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-380.62K

LongView Asset Management LLC

80.95K

Dec 31, 25

-14

0.46%

Tolleson Wealth Management, Inc.

22.98K

Dec 31, 25

0.13%

Global Retirement Partners, LLC

492

Dec 31, 25

0.00%

JFG Wealth Management, LLC

6.91K

Sep 30, 25

0.04%

Better Money Decisions, LLC

126.50K

Jun 30, 25

+2.58K

0.73%

Money Design Co.,Ltd.

49.08K

Jun 30, 25

-4.35K

0.28%

AVANTAX ADVISORY SERVICES, INC.

8.59K

Jun 30, 25

+8.59K

0.05%

Atria Wealth Solutions, Inc.

Jun 30, 25

-7.38K

US FINANCIAL ADVISORS, LLC

24.30K

Mar 31, 25

+1.63K

0.14%

Orion Portfolio Solutions, LLC

6.33K

Mar 31, 25

+6.33K

0.04%

Raymond James Financial Services Advisors, Inc.

14.15K

Sep 30, 24

+206

0.08%

RAYMOND JAMES & ASSOCIATES

13.38K

Sep 30, 24

-799

0.08%

Perella Weinberg Partners Capital Management LP

145.15K

Mar 31, 24

-295.65K

0.83%

Cetera Advisors LLC

75.21K

Mar 31, 24

+75.21K

0.43%

Cetera Advisor Networks LLC

6.99K

Mar 31, 24

+6.99K

0.04%

Baystate Wealth Management LLC

5.35K

Dec 31, 23

+167

0.03%

Bartlett & Co. LLC

3.73K

Dec 31, 23

0.02%

TIAA, FSB

2.56M

Jun 30, 23

-77.55K

14.68%

Financial Architects, Inc

36.39K

Jun 30, 23

+17

0.21%

American Portfolios Advisors

7.21K

Sep 30, 22

-900

0.04%

WIPFLI FINANCIAL ADVISORS LLC,

3.33K

Sep 30, 22

+3.33K

0.02%

Covington Capital Management

1.17K

Sep 30, 22

0.01%

Urban Wealth Management, LLC

Jun 30, 22

0.00%

Winslow, Evans & Crocker, Inc.

930

Dec 31, 20

+930

0.01%

First Allied Advisory Services, Inc.

29.59K

Sep 30, 20

+7.04K

0.17%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.07K

Dec 31, 19

+1.87K

0.05%

Advisor Group, Inc.

6.15K

Dec 31, 19

+638

0.04%

Vestpro Financial Partners, Inc. dba CPF Texas

1.36K

Sep 30, 18

+1.36K

0.01%