Nuveen ESG International Developed Markets Equity(NUDM)

$41.12—Stale · unknown old

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Nuveen ESG International Developed Markets Equity(NUDM)

USBATS • Last print unknown ago

$41.12—Stale · unknown old

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NUDM(NUDM)

NUDM

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Institutional Ownership

Top 191 Institutional Holders

Holder	Shares	Date	Change	% Held
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.17M	Jun 30, 26	+11.32K	12.59%
Wealthfront Advisers LLC	1.65M	Jun 30, 26	+9.08K	9.54%
ROYAL BANK OF CANADA	1.32M	Jun 30, 26	+5.95K	7.66%
ENVESTNET ASSET MANAGEMENT INC	857.22K	Jun 30, 26	+50.70K	4.97%
MORGAN STANLEY	840.72K	Jun 30, 26	+30.65K	4.87%
BANK OF AMERICA CORP /DE/	789.07K	Jun 30, 26	+69.38K	4.57%
Cambridge Investment Research Advisors, Inc.	474.01K	Jun 30, 26	-5.91K	2.75%
WCG Wealth Advisors LLC	415.01K	Jun 30, 26	+41.32K	2.40%
MISSION WEALTH MANAGEMENT, LP	299.94K	Jun 30, 26	+62.39K	1.74%
Ameritas Advisory Services, LLC	274.06K	Jun 30, 26	+110.24K	1.59%
UBS Group AG	271.29K	Jun 30, 26	+129.00K	1.57%
PFG Investments, LLC	253.46K	Jun 30, 26	+6.76K	1.47%
Evolution Advisers, Inc.	208.24K	Jun 30, 26	-281	1.21%
LPL Financial LLC	197.29K	Jun 30, 26	+9.05K	1.14%
Clarity Asset Management, Inc.	176.04K	Jun 30, 26	-110.26K	1.02%
THRIVENT FINANCIAL FOR LUTHERANS	152.17K	Jun 30, 26	+3.86K	0.88%
Advisory Services Network, LLC	136.85K	Jun 30, 26	+4.89K	0.79%
3EDGE Asset Management, LP	135.26K	Jun 30, 26	+69.27K	0.78%
Cetera Investment Advisers	127.56K	Jun 30, 26	+2.75K	0.74%
ASSETMARK, INC	127.35K	Jun 30, 26	+986	0.74%
EP Wealth Advisors, LLC	122.36K	Jun 30, 26	-6.36K	0.71%
Allodium Investment Consultants, LLC	119.66K	Jun 30, 26	+5.64K	0.69%
Brio Consultants, LLC	104.41K	Jun 30, 26	+880	0.60%
ARGI Investment Services, LLC	102.15K	Jun 30, 26	-52.60K	0.59%
Johnson Financial Group, Inc.	101.52K	Jun 30, 26	+753	0.59%
FLOW TRADERS U.S. LLC	100.86K	Jun 30, 26	+100.86K	0.58%
Creative Planning	100.34K	Jun 30, 26	+2.84K	0.58%
OPPENHEIMER ASSET MANAGEMENT INC.	90.07K	Jun 30, 26	+280	0.52%
UMB Bank, n.a.	88.70K	Jun 30, 26	-1.64K	0.51%
Vestmark Advisory Solutions, Inc.	81.59K	Jun 30, 26	-14.54K	0.47%
Clarity Wealth Development LLC	66.41K	Jun 30, 26	-44.65K	0.38%
NewEdge Advisors, LLC	59.49K	Jun 30, 26	-3.72K	0.34%
WILEY BROS.-AINTREE CAPITAL, LLC	55.69K	Jun 30, 26	+5.83K	0.32%
Bond & Devick Financial Network, Inc.	55.55K	Jun 30, 26	+329	0.32%
RAYMOND JAMES FINANCIAL INC	55.53K	Jun 30, 26	+11.29K	0.32%
ADVISOR GROUP HOLDINGS, INC.	54.41K	Jun 30, 26	+9.12K	0.32%
Cerity Partners Retirement Plan Advisors LLC	53.94K	Jun 30, 26	--	0.31%
JANE STREET GROUP, LLC	47.79K	Jun 30, 26	+10.93K	0.28%
COMMONWEALTH EQUITY SERVICES, LLC	44.93K	Jun 30, 26	-704	0.26%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	44.93K	Jun 30, 26	--	0.26%
HighTower Advisors, LLC	43.34K	Jun 30, 26	-175	0.25%
NATURAL INVESTMENTS, LLC	43.33K	Jun 30, 26	+16.84K	0.25%
Colorado Capital Management, Inc.	40.11K	Jun 30, 26	+1.61K	0.23%
McNamara Financial Services, Inc.	38.80K	Jun 30, 26	+137	0.22%
WHITTIER TRUST CO OF NEVADA INC	38.48K	Jun 30, 26	--	0.22%
Ledyard National Bank	38.27K	Jun 30, 26	-700	0.22%
CGN Advisors LLC	37.68K	Jun 30, 26	+12	0.22%
MML INVESTORS SERVICES, LLC	36.92K	Jun 30, 26	+1.68K	0.21%
CARY STREET PARTNERS FINANCIAL LLC	34.37K	Jun 30, 26	--	0.20%
Vontobel Holding Ltd.	32.98K	Jun 30, 26	-466	0.19%
NORTHERN TRUST CORP	32.29K	Jun 30, 26	-3.81K	0.19%
Perennial Investment Advisors, LLC	30.89K	Jun 30, 26	+6.83K	0.18%
WHITTIER TRUST CO	30.77K	Jun 30, 26	--	0.18%
Trust Co	29.95K	Jun 30, 26	-1.54K	0.17%
CX Institutional	28.92K	Jun 30, 26	+3.06K	0.17%
Prism Advisors, Inc.	28.48K	Jun 30, 26	-1.29K	0.16%
SGL Investment Advisors, Inc.	27.06K	Jun 30, 26	+158	0.16%
TFC Financial Management, Inc.	26.55K	Jun 30, 26	--	0.15%
Stratos Wealth Partners, LTD.	24.93K	Jun 30, 26	-1.69K	0.14%
Brinker Capital Investments, LLC	24.89K	Jun 30, 26	+9.98K	0.14%
Wescott Financial Advisory Group, LLC	24.44K	Jun 30, 26	-79	0.14%
Napier Financial, LLC	22.68K	Jun 30, 26	+157	0.13%
Mariner, LLC	22.06K	Jun 30, 26	-51.91K	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.34K	Jun 30, 26	+747	0.12%
Sound Stewardship, LLC	20.06K	Jun 30, 26	-302	0.12%
STIFEL FINANCIAL CORP	19.71K	Jun 30, 26	-325	0.11%
Dynamic Advisor Solutions LLC	19.28K	Jun 30, 26	+1.37K	0.11%
PNC FINANCIAL SERVICES GROUP, INC.	18.37K	Jun 30, 26	+483	0.11%
Argyle Capital Partners, LLC	17.48K	Jun 30, 26	+5.24K	0.10%
Mayflower Financial Advisors, LLC	16.69K	Jun 30, 26	+4.52K	0.10%
TIAA TRUST, NATIONAL ASSOCIATION	15.59K	Jun 30, 26	+61	0.09%
Equitable Holdings, Inc.	15.51K	Jun 30, 26	+865	0.09%
Tolleson Wealth Management, Inc.	14.48K	Jun 30, 26	-8.50K	0.08%
One Capital Management, LLC	14.16K	Jun 30, 26	--	0.08%
Towerpoint Wealth, LLC	13.95K	Jun 30, 26	+1	0.08%
Wealth Architects, LLC	13.25K	Jun 30, 26	-38	0.08%
Relyea Zuckerberg Hanson LLC	13.02K	Jun 30, 26	--	0.08%
Walkner Condon Financial Advisors LLC	13.00K	Jun 30, 26	-71	0.08%
Avantax Planning Partners, Inc.	12.76K	Jun 30, 26	-484	0.07%
BURNS J W & CO INC/NY	12.50K	Jun 30, 26	+1.50K	0.07%
Sand Hill Global Advisors, LLC	11.97K	Jun 30, 26	--	0.07%
SCHMIDT P J INVESTMENT MANAGEMENT INC	11.68K	Jun 30, 26	-34	0.07%
CAPTRUST FINANCIAL ADVISORS	11.13K	Jun 30, 26	--	0.06%
Rossby Financial, LCC	11.11K	Jun 30, 26	-107	0.06%
CITADEL ADVISORS LLC	10.93K	Jun 30, 26	+10.93K	0.06%
Maia Wealth LLC	10.75K	Jun 30, 26	-312	0.06%
Leverty Financial Group, LLC	10.32K	Jun 30, 26	--	0.06%
Ashton Thomas Private Wealth, LLC	10.18K	Jun 30, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	9.64K	Jun 30, 26	+9.64K	0.06%
Columbia River Financial Group, LLC	9.50K	Jun 30, 26	--	0.06%
Keener Financial Planning LLC	9.45K	Jun 30, 26	--	0.05%
US BANCORP \DE\	9.02K	Jun 30, 26	+375	0.05%
D.A. DAVIDSON & CO.	8.87K	Jun 30, 26	-13	0.05%
Continuum Advisory, LLC	8.61K	Jun 30, 26	+243	0.05%
Corundum Group, Inc.	8.46K	Jun 30, 26	+61	0.05%
Clearview Wealth Management LLC	8.28K	Jun 30, 26	-125	0.05%
Triad Wealth Partners, LLC	8.08K	Jun 30, 26	+2.07K	0.05%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	8.05K	Jun 30, 26	-1.13K	0.05%
Steward Partners Investment Advisory, LLC	8.03K	Jun 30, 26	--	0.05%
CI Private Wealth, LLC	7.71K	Jun 30, 26	--	0.04%
Curtis Advisory Group, LLC	7.60K	Jun 30, 26	-1.83K	0.04%
LIFELONG WEALTH ADVISORS, INC.	7.55K	Jun 30, 26	+1.36K	0.04%
Live Oak Investment Partners	7.24K	Jun 30, 26	+488	0.04%
MARSHALL INVESTMENT MANAGEMENT, LLC	6.77K	Jun 30, 26	+554	0.04%
Lido Advisors, LLC	6.53K	Jun 30, 26	-9.67K	0.04%
Robertson Stephens Wealth Management, LLC	6.51K	Jun 30, 26	-2.42K	0.04%
INSPIRION WEALTH ADVISORS, LLC	6.30K	Jun 30, 26	--	0.04%
Veridan Wealth LLC	6.29K	Jun 30, 26	-226	0.04%
Janney Montgomery Scott LLC	6.19K	Jun 30, 26	+6.19K	0.04%
Vantage Point Financial LLC	6.01K	Jun 30, 26	--	0.03%
Vise Technologies, Inc.	5.95K	Jun 30, 26	+5.95K	0.03%
Etesian Wealth Advisors, Inc.	5.92K	Jun 30, 26	+5.92K	0.03%
Mutual Advisors, LLC	5.62K	Jun 30, 26	-1.88K	0.03%
LOCKERMAN FINANCIAL GROUP, INC.	5.60K	Jun 30, 26	-2.75K	0.03%
SILVER OAK SECURITIES, INCORPORATED	5.54K	Jun 30, 26	+5.54K	0.03%
Financial Insights, Inc.	5.39K	Jun 30, 26	-529	0.03%
Modera Wealth Management, LLC	5.36K	Jun 30, 26	+5.36K	0.03%
Alpha Financial Partners, LLC	5.22K	Jun 30, 26	+5.22K	0.03%
Legacy Edge Advisors, LLC	5.21K	Jun 30, 26	+5.21K	0.03%
Farther Finance Advisors, LLC	4.44K	Jun 30, 26	--	0.03%
IAG Wealth Partners, LLC	4.06K	Jun 30, 26	--	0.02%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.93K	Jun 30, 26	--	0.02%
FMR LLC	3.63K	Jun 30, 26	-36	0.02%
Mascoma Wealth Management LLC	3.60K	Jun 30, 26	--	0.02%
Orion Capital Management LLC	3.20K	Jun 30, 26	+115	0.02%
Rockefeller Capital Management L.P.	2.40K	Jun 30, 26	+1.59K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.38K	Jun 30, 26	+245	0.01%
VANGUARD ADVISERS INC	2.23K	Jun 30, 26	+35	0.01%
CoreCap Advisors, LLC	2.05K	Jun 30, 26	--	0.01%
WELLS FARGO & COMPANY/MN	1.95K	Jun 30, 26	+1.03K	0.01%
Smartleaf Asset Management LLC	1.21K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	1.00K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	1.00K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	959	Jun 30, 26	--	0.01%
Financial Network Wealth Advisors LLC	910	Jun 30, 26	+469	0.01%
PRIVATE TRUST CO NA	895	Jun 30, 26	--	0.01%
Harbor Asset Planning, Inc.	805	Jun 30, 26	--	0.00%
Covestor Ltd	719	Jun 30, 26	+34	0.00%
FIDUCIARY FINANCIAL ADVISORS	680	Jun 30, 26	+680	0.00%
Kingdom Financial Group LLC.	677	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	644	Jun 30, 26	-100	0.00%
Global Retirement Partners, LLC	492	Jun 30, 26	+492	0.00%
Silver Grove Financial Group, Inc.	384	Jun 30, 26	+384	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	353	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	312	Jun 30, 26	-79	0.00%
JPMORGAN CHASE & CO	275	Jun 30, 26	-11	0.00%
AMERIFLEX GROUP, INC.	268	Jun 30, 26	+268	0.00%
Godfrey Financial Associates, Inc.	256	Jun 30, 26	--	0.00%
Kroeger Financial Partners	237	Jun 30, 26	+237	0.00%
Abound Wealth Management	210	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	195	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	185	Jun 30, 26	--	0.00%
Allworth Financial LP	86	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	80	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	17	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-301	--
Legacy Financial Group LLC	--	Jun 30, 26	-8.06K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-11.82K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-677	--
WealthShield Partners, LLC	--	Jun 30, 26	-510	--
Private Advisor Group, LLC	--	Jun 30, 26	-6.63K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-20.66K	--
HRT FINANCIAL LP	--	Jun 30, 26	-161.98K	--
CWM, LLC	3.96K	Mar 31, 26	-421	0.02%
Anchor Investment Management, LLC	836	Mar 31, 26	--	0.00%
LongView Asset Management LLC	80.95K	Dec 31, 25	-14	0.47%
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	0.84%
Cetera Advisors LLC	75.21K	Mar 31, 24	+75.21K	0.44%
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	14.82%
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

2.17M

Jun 30, 26

+11.32K

12.59%

Wealthfront Advisers LLC

1.65M

Jun 30, 26

+9.08K

9.54%

ROYAL BANK OF CANADA

1.32M

Jun 30, 26

+5.95K

7.66%

ENVESTNET ASSET MANAGEMENT INC

857.22K

Jun 30, 26

+50.70K

4.97%

MORGAN STANLEY

840.72K

Jun 30, 26

+30.65K

4.87%

BANK OF AMERICA CORP /DE/

789.07K

Jun 30, 26

+69.38K

4.57%

Cambridge Investment Research Advisors, Inc.

474.01K

Jun 30, 26

-5.91K

2.75%

WCG Wealth Advisors LLC

415.01K

Jun 30, 26

+41.32K

2.40%

MISSION WEALTH MANAGEMENT, LP

299.94K

Jun 30, 26

+62.39K

1.74%

Ameritas Advisory Services, LLC

274.06K

Jun 30, 26

+110.24K

1.59%

UBS Group AG

271.29K

Jun 30, 26

+129.00K

1.57%

PFG Investments, LLC

253.46K

Jun 30, 26

+6.76K

1.47%

Evolution Advisers, Inc.

208.24K

Jun 30, 26

-281

1.21%

LPL Financial LLC

197.29K

Jun 30, 26

+9.05K

1.14%

Clarity Asset Management, Inc.

176.04K

Jun 30, 26

-110.26K

1.02%

THRIVENT FINANCIAL FOR LUTHERANS

152.17K

Jun 30, 26

+3.86K

0.88%

Advisory Services Network, LLC

136.85K

Jun 30, 26

+4.89K

0.79%

3EDGE Asset Management, LP

135.26K

Jun 30, 26

+69.27K

0.78%

Cetera Investment Advisers

127.56K

Jun 30, 26

+2.75K

0.74%

ASSETMARK, INC

127.35K

Jun 30, 26

+986

0.74%

EP Wealth Advisors, LLC

122.36K

Jun 30, 26

-6.36K

0.71%

Allodium Investment Consultants, LLC

119.66K

Jun 30, 26

+5.64K

0.69%

Brio Consultants, LLC

104.41K

Jun 30, 26

+880

0.60%

ARGI Investment Services, LLC

102.15K

Jun 30, 26

-52.60K

0.59%

Johnson Financial Group, Inc.

101.52K

Jun 30, 26

+753

0.59%

FLOW TRADERS U.S. LLC

100.86K

Jun 30, 26

+100.86K

0.58%

Creative Planning

100.34K

Jun 30, 26

+2.84K

0.58%

OPPENHEIMER ASSET MANAGEMENT INC.

90.07K

Jun 30, 26

+280

0.52%

UMB Bank, n.a.

88.70K

Jun 30, 26

-1.64K

0.51%

Vestmark Advisory Solutions, Inc.

81.59K

Jun 30, 26

-14.54K

0.47%

Clarity Wealth Development LLC

66.41K

Jun 30, 26

-44.65K

0.38%

NewEdge Advisors, LLC

59.49K

Jun 30, 26

-3.72K

0.34%

WILEY BROS.-AINTREE CAPITAL, LLC

55.69K

Jun 30, 26

+5.83K

0.32%

Bond & Devick Financial Network, Inc.

55.55K

Jun 30, 26

+329

0.32%

RAYMOND JAMES FINANCIAL INC

55.53K

Jun 30, 26

+11.29K

0.32%

ADVISOR GROUP HOLDINGS, INC.

54.41K

Jun 30, 26

+9.12K

0.32%

Cerity Partners Retirement Plan Advisors LLC

53.94K

Jun 30, 26

0.31%

JANE STREET GROUP, LLC

47.79K

Jun 30, 26

+10.93K

0.28%

COMMONWEALTH EQUITY SERVICES, LLC

44.93K

Jun 30, 26

-704

0.26%

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

44.93K

Jun 30, 26

0.26%

HighTower Advisors, LLC

43.34K

Jun 30, 26

-175

0.25%

NATURAL INVESTMENTS, LLC

43.33K

Jun 30, 26

+16.84K

0.25%

Colorado Capital Management, Inc.

40.11K

Jun 30, 26

+1.61K

0.23%

McNamara Financial Services, Inc.

38.80K

Jun 30, 26

+137

0.22%

WHITTIER TRUST CO OF NEVADA INC

38.48K

Jun 30, 26

0.22%

Ledyard National Bank

38.27K

Jun 30, 26

-700

0.22%

CGN Advisors LLC

37.68K

Jun 30, 26

+12

0.22%

MML INVESTORS SERVICES, LLC

36.92K

Jun 30, 26

+1.68K

0.21%

CARY STREET PARTNERS FINANCIAL LLC

34.37K

Jun 30, 26

0.20%

Vontobel Holding Ltd.

32.98K

Jun 30, 26

-466

0.19%

NORTHERN TRUST CORP

32.29K

Jun 30, 26

-3.81K

0.19%

Perennial Investment Advisors, LLC

30.89K

Jun 30, 26

+6.83K

0.18%

WHITTIER TRUST CO

30.77K

Jun 30, 26

0.18%

Trust Co

29.95K

Jun 30, 26

-1.54K

0.17%

CX Institutional

28.92K

Jun 30, 26

+3.06K

0.17%

Prism Advisors, Inc.

28.48K

Jun 30, 26

-1.29K

0.16%

SGL Investment Advisors, Inc.

27.06K

Jun 30, 26

+158

0.16%

TFC Financial Management, Inc.

26.55K

Jun 30, 26

0.15%

Stratos Wealth Partners, LTD.

24.93K

Jun 30, 26

-1.69K

0.14%

Brinker Capital Investments, LLC

24.89K

Jun 30, 26

+9.98K

0.14%

Wescott Financial Advisory Group, LLC

24.44K

Jun 30, 26

-79

0.14%

Napier Financial, LLC

22.68K

Jun 30, 26

+157

0.13%

Mariner, LLC

22.06K

Jun 30, 26

-51.91K

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21.34K

Jun 30, 26

+747

0.12%

Sound Stewardship, LLC

20.06K

Jun 30, 26

-302

0.12%

STIFEL FINANCIAL CORP

19.71K

Jun 30, 26

-325

0.11%

Dynamic Advisor Solutions LLC

19.28K

Jun 30, 26

+1.37K

0.11%

PNC FINANCIAL SERVICES GROUP, INC.

18.37K

Jun 30, 26

+483

0.11%

Argyle Capital Partners, LLC

17.48K

Jun 30, 26

+5.24K

0.10%

Mayflower Financial Advisors, LLC

16.69K

Jun 30, 26

+4.52K

0.10%

TIAA TRUST, NATIONAL ASSOCIATION

15.59K

Jun 30, 26

+61

0.09%

Equitable Holdings, Inc.

15.51K

Jun 30, 26

+865

0.09%

Tolleson Wealth Management, Inc.

14.48K

Jun 30, 26

-8.50K

0.08%

One Capital Management, LLC

14.16K

Jun 30, 26

0.08%

Towerpoint Wealth, LLC

13.95K

Jun 30, 26

0.08%

Wealth Architects, LLC

13.25K

Jun 30, 26

-38

0.08%

Relyea Zuckerberg Hanson LLC

13.02K

Jun 30, 26

0.08%

Walkner Condon Financial Advisors LLC

13.00K

Jun 30, 26

-71

0.08%

Avantax Planning Partners, Inc.

12.76K

Jun 30, 26

-484

0.07%

BURNS J W & CO INC/NY

12.50K

Jun 30, 26

+1.50K

0.07%

Sand Hill Global Advisors, LLC

11.97K

Jun 30, 26

0.07%

SCHMIDT P J INVESTMENT MANAGEMENT INC

11.68K

Jun 30, 26

-34

0.07%

CAPTRUST FINANCIAL ADVISORS

11.13K

Jun 30, 26

0.06%

Rossby Financial, LCC

11.11K

Jun 30, 26

-107

0.06%

CITADEL ADVISORS LLC

10.93K

Jun 30, 26

+10.93K

0.06%

Maia Wealth LLC

10.75K

Jun 30, 26

-312

0.06%

Leverty Financial Group, LLC

10.32K

Jun 30, 26

0.06%

Ashton Thomas Private Wealth, LLC

10.18K

Jun 30, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

9.64K

Jun 30, 26

+9.64K

0.06%

Columbia River Financial Group, LLC

9.50K

Jun 30, 26

0.06%

Keener Financial Planning LLC

9.45K

Jun 30, 26

0.05%

US BANCORP \DE\

9.02K

Jun 30, 26

+375

0.05%

D.A. DAVIDSON & CO.

8.87K

Jun 30, 26

-13

0.05%

Continuum Advisory, LLC

8.61K

Jun 30, 26

+243

0.05%

Corundum Group, Inc.

8.46K

Jun 30, 26

+61

0.05%

Clearview Wealth Management LLC

8.28K

Jun 30, 26

-125

0.05%

Triad Wealth Partners, LLC

8.08K

Jun 30, 26

+2.07K

0.05%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

8.05K

Jun 30, 26

-1.13K

0.05%

Steward Partners Investment Advisory, LLC

8.03K

Jun 30, 26

0.05%

CI Private Wealth, LLC

7.71K

Jun 30, 26

0.04%

Curtis Advisory Group, LLC

7.60K

Jun 30, 26

-1.83K

0.04%

LIFELONG WEALTH ADVISORS, INC.

7.55K

Jun 30, 26

+1.36K

0.04%

Live Oak Investment Partners

7.24K

Jun 30, 26

+488

0.04%

MARSHALL INVESTMENT MANAGEMENT, LLC

6.77K

Jun 30, 26

+554

0.04%

Lido Advisors, LLC

6.53K

Jun 30, 26

-9.67K

0.04%

Robertson Stephens Wealth Management, LLC

6.51K

Jun 30, 26

-2.42K

0.04%

INSPIRION WEALTH ADVISORS, LLC

6.30K

Jun 30, 26

0.04%

Veridan Wealth LLC

6.29K

Jun 30, 26

-226

0.04%

Janney Montgomery Scott LLC

6.19K

Jun 30, 26

+6.19K

0.04%

Vantage Point Financial LLC

6.01K

Jun 30, 26

0.03%

Vise Technologies, Inc.

5.95K

Jun 30, 26

+5.95K

0.03%

Etesian Wealth Advisors, Inc.

5.92K

Jun 30, 26

+5.92K

0.03%

Mutual Advisors, LLC

5.62K

Jun 30, 26

-1.88K

0.03%

LOCKERMAN FINANCIAL GROUP, INC.

5.60K

Jun 30, 26

-2.75K

0.03%

SILVER OAK SECURITIES, INCORPORATED

5.54K

Jun 30, 26

+5.54K

0.03%

Financial Insights, Inc.

5.39K

Jun 30, 26

-529

0.03%

Modera Wealth Management, LLC

5.36K

Jun 30, 26

+5.36K

0.03%

Alpha Financial Partners, LLC

5.22K

Jun 30, 26

+5.22K

0.03%

Legacy Edge Advisors, LLC

5.21K

Jun 30, 26

+5.21K

0.03%

Farther Finance Advisors, LLC

4.44K

Jun 30, 26

0.03%

IAG Wealth Partners, LLC

4.06K

Jun 30, 26

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.93K

Jun 30, 26

0.02%

FMR LLC

3.63K

Jun 30, 26

-36

0.02%

Mascoma Wealth Management LLC

3.60K

Jun 30, 26

0.02%

Orion Capital Management LLC

3.20K

Jun 30, 26

+115

0.02%

Rockefeller Capital Management L.P.

2.40K

Jun 30, 26

+1.59K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.38K

Jun 30, 26

+245

0.01%

VANGUARD ADVISERS INC

2.23K

Jun 30, 26

+35

0.01%

CoreCap Advisors, LLC

2.05K

Jun 30, 26

0.01%

WELLS FARGO & COMPANY/MN

1.95K

Jun 30, 26

+1.03K

0.01%

Smartleaf Asset Management LLC

1.21K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

1.00K

Jun 30, 26

0.01%

Noble Wealth Management PBC

1.00K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

959

Jun 30, 26

0.01%

Financial Network Wealth Advisors LLC

910

Jun 30, 26

+469

0.01%

PRIVATE TRUST CO NA

895

Jun 30, 26

0.01%

Harbor Asset Planning, Inc.

805

Jun 30, 26

0.00%

Covestor Ltd

719

Jun 30, 26

+34

0.00%

FIDUCIARY FINANCIAL ADVISORS

680

Jun 30, 26

+680

0.00%

Kingdom Financial Group LLC.

677

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

644

Jun 30, 26

-100

0.00%

Global Retirement Partners, LLC

492

Jun 30, 26

+492

0.00%

Silver Grove Financial Group, Inc.

384

Jun 30, 26

+384

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

353

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

312

Jun 30, 26

-79

0.00%

JPMORGAN CHASE & CO

275

Jun 30, 26

-11

0.00%

AMERIFLEX GROUP, INC.

268

Jun 30, 26

+268

0.00%

Godfrey Financial Associates, Inc.

256

Jun 30, 26

0.00%

Kroeger Financial Partners

237

Jun 30, 26

+237

0.00%

Abound Wealth Management

210

Jun 30, 26

0.00%

NBC SECURITIES, INC.

195

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

185

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-301

Legacy Financial Group LLC

Jun 30, 26

-8.06K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-11.82K

Lloyd Advisory Services, LLC.

Jun 30, 26

-677

WealthShield Partners, LLC

Jun 30, 26

-510

Private Advisor Group, LLC

Jun 30, 26

-6.63K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-20.66K

HRT FINANCIAL LP

Jun 30, 26

-161.98K

CWM, LLC

3.96K

Mar 31, 26

-421

0.02%

Anchor Investment Management, LLC

836

Mar 31, 26

0.00%

LongView Asset Management LLC

80.95K

Dec 31, 25

-14

0.47%

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

0.84%

Cetera Advisors LLC

75.21K

Mar 31, 24

+75.21K

0.44%

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

14.82%

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%