Nuveen ESG Emerging Markets Equity(NUEM)

$42.73—Stale · unknown old

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Nuveen ESG Emerging Markets Equity(NUEM)

USBATS • Last print unknown ago

$42.73—Stale · unknown old

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NUEM(NUEM)

NUEM

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Institutional Ownership

Top 160 Institutional Holders

Holder	Shares	Date	Change	% Held
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.07M	Jun 30, 26	-10.20K	11.30%
Wealthfront Advisers LLC	892.93K	Jun 30, 26	+4.17K	9.40%
Abacus Wealth Partners, LLC	624.06K	Jun 30, 26	+16.20K	6.57%
MORGAN STANLEY	443.93K	Jun 30, 26	+4.13K	4.67%
ENVESTNET ASSET MANAGEMENT INC	364.94K	Jun 30, 26	+21.03K	3.84%
TFC Financial Management, Inc.	292.48K	Jun 30, 26	-132	3.08%
ARGI Investment Services, LLC	292.17K	Jun 30, 26	+52.19K	3.08%
BANK OF AMERICA CORP /DE/	276.83K	Jun 30, 26	+16.52K	2.91%
Colorado Capital Management, Inc.	244.58K	Jun 30, 26	+3.57K	2.57%
LPL Financial LLC	210.66K	Jun 30, 26	-8.16K	2.22%
Cambridge Investment Research Advisors, Inc.	183.76K	Jun 30, 26	+1.53K	1.93%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	165.21K	Jun 30, 26	+6.45K	1.74%
COLDSTREAM CAPITAL MANAGEMENT INC	106.95K	Jun 30, 26	-99.74K	1.13%
Cetera Investment Advisers	102.62K	Jun 30, 26	+1.71K	1.08%
MISSION WEALTH MANAGEMENT, LP	91.56K	Jun 30, 26	-3.66K	0.96%
UBS Group AG	88.55K	Jun 30, 26	+4.51K	0.93%
JANE STREET GROUP, LLC	82.24K	Jun 30, 26	+82.24K	0.87%
Allodium Investment Consultants, LLC	80.90K	Jun 30, 26	+431	0.85%
Evolution Advisers, Inc.	71.72K	Jun 30, 26	+723	0.75%
Creative Planning	57.12K	Jun 30, 26	-709	0.60%
CI Private Wealth, LLC	56.19K	Jun 30, 26	-5.13K	0.59%
ASSETMARK, INC	55.06K	Jun 30, 26	+381	0.58%
Pioneer Wealth Management Group	53.86K	Jun 30, 26	+1.78K	0.57%
COMMONWEALTH EQUITY SERVICES, LLC	51.18K	Jun 30, 26	+5.75K	0.54%
CGC Financial Services, LLC	46.71K	Jun 30, 26	-2.12K	0.49%
Clarity Wealth Development LLC	36.97K	Jun 30, 26	-21.03K	0.39%
OLD MISSION CAPITAL LLC	36.88K	Jun 30, 26	-14.82K	0.39%
Vestmark Advisory Solutions, Inc.	36.35K	Jun 30, 26	-6.51K	0.38%
Tolleson Wealth Management, Inc.	34.10K	Jun 30, 26	-25.56K	0.36%
Westfuller Advisors, LLC	31.66K	Jun 30, 26	-157	0.33%
JPMORGAN CHASE & CO	29.80K	Jun 30, 26	-4.23K	0.31%
RAYMOND JAMES FINANCIAL INC	29.50K	Jun 30, 26	-1.70K	0.31%
Brinker Capital Investments, LLC	28.95K	Jun 30, 26	-1.81K	0.30%
ADVISOR GROUP HOLDINGS, INC.	28.51K	Jun 30, 26	+1.68K	0.30%
CHOREO, LLC	27.94K	Jun 30, 26	--	0.29%
RMG Wealth Management LLC	25.29K	Jun 30, 26	+25.29K	0.27%
Cascade Financial Partners, LLC	25.00K	Jun 30, 26	--	0.26%
CAPTRUST FINANCIAL ADVISORS	24.25K	Jun 30, 26	+1.17K	0.26%
WILEY BROS.-AINTREE CAPITAL, LLC	22.91K	Jun 30, 26	+674	0.24%
HM PAYSON & CO	22.41K	Jun 30, 26	+2.20K	0.24%
WHITTIER TRUST CO	22.24K	Jun 30, 26	--	0.23%
Concurrent Investment Advisors, LLC	20.28K	Jun 30, 26	-748	0.21%
GREENUP STREET WEALTH MANAGEMENT LLC	19.95K	Jun 30, 26	+4.12K	0.21%
McNamara Financial Services, Inc.	19.91K	Jun 30, 26	-72	0.21%
Cerity Partners Retirement Plan Advisors LLC	19.24K	Jun 30, 26	--	0.20%
TIAA TRUST, NATIONAL ASSOCIATION	18.27K	Jun 30, 26	-618	0.19%
Vontobel Holding Ltd.	17.18K	Jun 30, 26	-257	0.18%
NATURAL INVESTMENTS, LLC	16.66K	Jun 30, 26	+6.05K	0.18%
THRIVENT FINANCIAL FOR LUTHERANS	15.77K	Jun 30, 26	-36	0.17%
Equitable Holdings, Inc.	13.82K	Jun 30, 26	-1.43K	0.15%
ROYAL BANK OF CANADA	12.34K	Jun 30, 26	+3.32K	0.13%
STIFEL FINANCIAL CORP	11.35K	Jun 30, 26	+1.98K	0.12%
First Pacific Financial	11.29K	Jun 30, 26	-244	0.12%
CGN Advisors LLC	11.17K	Jun 30, 26	-150	0.12%
NewEdge Advisors, LLC	10.82K	Jun 30, 26	-20	0.11%
Modera Wealth Management, LLC	10.53K	Jun 30, 26	--	0.11%
Davis Wealth Advisors, LLC	10.28K	Jun 30, 26	-338	0.11%
EP Wealth Advisors, LLC	10.22K	Jun 30, 26	-1.04K	0.11%
RVW Wealth, LLC	9.84K	Jun 30, 26	--	0.10%
Heck Capital Advisors, LLC	9.77K	Jun 30, 26	-252	0.10%
ASPIRIANT, LLC	9.62K	Jun 30, 26	--	0.10%
Carson Advisory Inc.	7.86K	Jun 30, 26	--	0.08%
Brooklyn FI, LLC	7.72K	Jun 30, 26	--	0.08%
PFG Investments, LLC	7.62K	Jun 30, 26	+7.62K	0.08%
MSH Capital Advisors LLC	7.55K	Jun 30, 26	--	0.08%
UMB Bank, n.a.	7.54K	Jun 30, 26	--	0.08%
Prime Capital Investment Advisors, LLC	7.43K	Jun 30, 26	-339	0.08%
CITADEL ADVISORS LLC	7.39K	Jun 30, 26	+7.39K	0.08%
Greykasell Wealth Strategies, Inc.	7.35K	Jun 30, 26	--	0.08%
Bond & Devick Financial Network, Inc.	7.27K	Jun 30, 26	-484	0.08%
Stratos Wealth Partners, LTD.	7.12K	Jun 30, 26	-2.11K	0.07%
MERCER GLOBAL ADVISORS INC /ADV	7.08K	Jun 30, 26	+7.08K	0.07%
FMR LLC	6.85K	Jun 30, 26	+2.96K	0.07%
Sound Stewardship, LLC	6.70K	Jun 30, 26	--	0.07%
Continuum Advisory, LLC	6.37K	Jun 30, 26	-249	0.07%
AMERIPRISE FINANCIAL INC	6.29K	Jun 30, 26	-417	0.07%
Vise Technologies, Inc.	6.22K	Jun 30, 26	+6.22K	0.07%
DAVENPORT & Co LLC	6.19K	Jun 30, 26	-1.76K	0.07%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	6.07K	Jun 30, 26	+23	0.06%
Revisor Wealth Management LLC	5.87K	Jun 30, 26	--	0.06%
Integrated Wealth Concepts LLC	5.79K	Jun 30, 26	-108	0.06%
Walkner Condon Financial Advisors LLC	5.58K	Jun 30, 26	-276	0.06%
Emergent Wealth Advisors, LLC	5.53K	Jun 30, 26	--	0.06%
CX Institutional	5.47K	Jun 30, 26	-14	0.06%
Betterment LLC	5.46K	Jun 30, 26	-488	0.06%
Resources Investment Advisors, LLC.	5.12K	Jun 30, 26	+5.12K	0.05%
HighTower Advisors, LLC	4.94K	Jun 30, 26	+4.94K	0.05%
Maia Wealth LLC	4.72K	Jun 30, 26	+4.72K	0.05%
Rossby Financial, LCC	4.50K	Jun 30, 26	--	0.05%
US BANCORP \DE\	4.40K	Jun 30, 26	+120	0.05%
Allworth Financial LP	3.73K	Jun 30, 26	+1.23K	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.84K	Jun 30, 26	+2.54K	0.03%
Farther Finance Advisors, LLC	1.96K	Jun 30, 26	-86	0.02%
Bear Mountain Capital, Inc.	1.75K	Jun 30, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	1.65K	Jun 30, 26	+1.08K	0.02%
Covestor Ltd	1.44K	Jun 30, 26	-24	0.02%
Smartleaf Asset Management LLC	1.37K	Jun 30, 26	--	0.01%
Orion Capital Management LLC	1.27K	Jun 30, 26	+15	0.01%
Golden State Wealth Management, LLC	1.26K	Jun 30, 26	-162	0.01%
CoreCap Advisors, LLC	1.25K	Jun 30, 26	--	0.01%
VANGUARD ADVISERS INC	978	Jun 30, 26	+48	0.01%
Millstone Evans Group, LLC	963	Jun 30, 26	--	0.01%
Quaker Wealth Management, LLC	917	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	889	Jun 30, 26	+537	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	819	Jun 30, 26	+97	0.01%
FIDUCIARY FINANCIAL ADVISORS	690	Jun 30, 26	+690	0.01%
Ameritas Advisory Services, LLC	636	Jun 30, 26	+636	0.01%
Steward Partners Investment Advisory, LLC	473	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	330	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	284	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	274	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	270	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	195	Jun 30, 26	+195	0.00%
HARBOUR INVESTMENTS, INC.	155	Jun 30, 26	--	0.00%
Abound Wealth Management	153	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	144	Jun 30, 26	+34	0.00%
Trust Co	81	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	74	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	30	Jun 30, 26	--	0.00%
Destiny Wealth Partners, LLC	--	Jun 30, 26	-6.06K	--
Addison Advisors LLC	--	Jun 30, 26	-11.18K	--
Golden State Equity Partners	--	Jun 30, 26	-13.33K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-121	--
Advisory Services Network, LLC	--	Jun 30, 26	-191	--
Mariner, LLC	--	Jun 30, 26	-20.91K	--
WealthShield Partners, LLC	--	Jun 30, 26	-4.29K	--
MAI Capital Management	--	Jun 30, 26	-1.50K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-284	--
Stewardship Advisors, LLC	--	Jun 30, 26	-37.40K	--
Charter Oak Capital Management, LLC	7.03K	Mar 31, 26	-111	0.07%
CWM, LLC	1.50K	Mar 31, 26	--	0.02%
Anchor Investment Management, LLC	338	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	288	Mar 31, 26	+288	0.00%
Better Money Decisions, LLC	27.46K	Jun 30, 25	+601	0.29%
Cable Hill Partners, LLC	131.72K	Mar 31, 25	+1.44K	1.39%
Orion Portfolio Solutions, LLC	47.51K	Mar 31, 25	+3.68K	0.50%
LAKE STREET ADVISORS GROUP, LLC	240.27K	Dec 31, 24	+1.64K	2.53%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.60K	--
Raymond James Financial Services Advisors, Inc.	10.18K	Sep 30, 24	+56	0.11%
RAYMOND JAMES & ASSOCIATES	8.23K	Sep 30, 24	-246	0.09%
Carmichael Hill & Associates, Inc.	130	Sep 30, 24	-135	0.00%
Cetera Advisors LLC	26.08K	Mar 31, 24	+26.08K	0.27%
Cetera Advisor Networks LLC	15.18K	Mar 31, 24	+284	0.16%
Perella Weinberg Partners Capital Management LP	--	Mar 31, 24	-54.86K	--
Baystate Wealth Management LLC	1.70K	Dec 31, 23	+41	0.02%
Bartlett & Co. LLC	--	Dec 31, 23	-1.30K	--
TIAA, FSB	1.66M	Jun 30, 23	-306.96K	17.46%
Financial Architects, Inc	22.30K	Jun 30, 23	-945	0.23%
TimeScale Financial, Inc.	1.69K	Jun 30, 23	--	0.02%
Parsec Financial Management, Inc.	13.72K	Mar 31, 23	+2.52K	0.14%
American Portfolios Advisors	1.93K	Sep 30, 22	+1.93K	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	1.59K	Sep 30, 22	+1.59K	0.02%
Covington Capital Management	1.07K	Sep 30, 22	--	0.01%
Harborview Advisors, LLC	28.34K	Sep 30, 21	+2.69K	0.30%
Winslow, Evans & Crocker, Inc.	760	Dec 31, 20	+760	0.01%
First Allied Advisory Services, Inc.	13.86K	Sep 30, 20	-3.43K	0.15%
Stearns Financial Services Group	7.27K	Sep 30, 20	+1	0.08%
Advisor Group, Inc.	3.61K	Dec 31, 19	+1.37K	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.51K	Dec 31, 19	+969	0.04%
Vestpro Financial Partners, Inc. dba CPF Texas	434	Sep 30, 18	+434	0.00%

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Holder

Date

Change

% Held

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.07M

Jun 30, 26

-10.20K

11.30%

Wealthfront Advisers LLC

892.93K

Jun 30, 26

+4.17K

9.40%

Abacus Wealth Partners, LLC

624.06K

Jun 30, 26

+16.20K

6.57%

MORGAN STANLEY

443.93K

Jun 30, 26

+4.13K

4.67%

ENVESTNET ASSET MANAGEMENT INC

364.94K

Jun 30, 26

+21.03K

3.84%

TFC Financial Management, Inc.

292.48K

Jun 30, 26

-132

3.08%

ARGI Investment Services, LLC

292.17K

Jun 30, 26

+52.19K

3.08%

BANK OF AMERICA CORP /DE/

276.83K

Jun 30, 26

+16.52K

2.91%

Colorado Capital Management, Inc.

244.58K

Jun 30, 26

+3.57K

2.57%

LPL Financial LLC

210.66K

Jun 30, 26

-8.16K

2.22%

Cambridge Investment Research Advisors, Inc.

183.76K

Jun 30, 26

+1.53K

1.93%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

165.21K

Jun 30, 26

+6.45K

1.74%

COLDSTREAM CAPITAL MANAGEMENT INC

106.95K

Jun 30, 26

-99.74K

1.13%

Cetera Investment Advisers

102.62K

Jun 30, 26

+1.71K

1.08%

MISSION WEALTH MANAGEMENT, LP

91.56K

Jun 30, 26

-3.66K

0.96%

UBS Group AG

88.55K

Jun 30, 26

+4.51K

0.93%

JANE STREET GROUP, LLC

82.24K

Jun 30, 26

+82.24K

0.87%

Allodium Investment Consultants, LLC

80.90K

Jun 30, 26

+431

0.85%

Evolution Advisers, Inc.

71.72K

Jun 30, 26

+723

0.75%

Creative Planning

57.12K

Jun 30, 26

-709

0.60%

CI Private Wealth, LLC

56.19K

Jun 30, 26

-5.13K

0.59%

ASSETMARK, INC

55.06K

Jun 30, 26

+381

0.58%

Pioneer Wealth Management Group

53.86K

Jun 30, 26

+1.78K

0.57%

COMMONWEALTH EQUITY SERVICES, LLC

51.18K

Jun 30, 26

+5.75K

0.54%

CGC Financial Services, LLC

46.71K

Jun 30, 26

-2.12K

0.49%

Clarity Wealth Development LLC

36.97K

Jun 30, 26

-21.03K

0.39%

OLD MISSION CAPITAL LLC

36.88K

Jun 30, 26

-14.82K

0.39%

Vestmark Advisory Solutions, Inc.

36.35K

Jun 30, 26

-6.51K

0.38%

Tolleson Wealth Management, Inc.

34.10K

Jun 30, 26

-25.56K

0.36%

Westfuller Advisors, LLC

31.66K

Jun 30, 26

-157

0.33%

JPMORGAN CHASE & CO

29.80K

Jun 30, 26

-4.23K

0.31%

RAYMOND JAMES FINANCIAL INC

29.50K

Jun 30, 26

-1.70K

0.31%

Brinker Capital Investments, LLC

28.95K

Jun 30, 26

-1.81K

0.30%

ADVISOR GROUP HOLDINGS, INC.

28.51K

Jun 30, 26

+1.68K

0.30%

CHOREO, LLC

27.94K

Jun 30, 26

0.29%

RMG Wealth Management LLC

25.29K

Jun 30, 26

+25.29K

0.27%

Cascade Financial Partners, LLC

25.00K

Jun 30, 26

0.26%

CAPTRUST FINANCIAL ADVISORS

24.25K

Jun 30, 26

+1.17K

0.26%

WILEY BROS.-AINTREE CAPITAL, LLC

22.91K

Jun 30, 26

+674

0.24%

HM PAYSON & CO

22.41K

Jun 30, 26

+2.20K

0.24%

WHITTIER TRUST CO

22.24K

Jun 30, 26

0.23%

Concurrent Investment Advisors, LLC

20.28K

Jun 30, 26

-748

0.21%

GREENUP STREET WEALTH MANAGEMENT LLC

19.95K

Jun 30, 26

+4.12K

0.21%

McNamara Financial Services, Inc.

19.91K

Jun 30, 26

-72

0.21%

Cerity Partners Retirement Plan Advisors LLC

19.24K

Jun 30, 26

0.20%

TIAA TRUST, NATIONAL ASSOCIATION

18.27K

Jun 30, 26

-618

0.19%

Vontobel Holding Ltd.

17.18K

Jun 30, 26

-257

0.18%

NATURAL INVESTMENTS, LLC

16.66K

Jun 30, 26

+6.05K

0.18%

THRIVENT FINANCIAL FOR LUTHERANS

15.77K

Jun 30, 26

-36

0.17%

Equitable Holdings, Inc.

13.82K

Jun 30, 26

-1.43K

0.15%

ROYAL BANK OF CANADA

12.34K

Jun 30, 26

+3.32K

0.13%

STIFEL FINANCIAL CORP

11.35K

Jun 30, 26

+1.98K

0.12%

First Pacific Financial

11.29K

Jun 30, 26

-244

0.12%

CGN Advisors LLC

11.17K

Jun 30, 26

-150

0.12%

NewEdge Advisors, LLC

10.82K

Jun 30, 26

-20

0.11%

Modera Wealth Management, LLC

10.53K

Jun 30, 26

0.11%

Davis Wealth Advisors, LLC

10.28K

Jun 30, 26

-338

0.11%

EP Wealth Advisors, LLC

10.22K

Jun 30, 26

-1.04K

0.11%

RVW Wealth, LLC

9.84K

Jun 30, 26

0.10%

Heck Capital Advisors, LLC

9.77K

Jun 30, 26

-252

0.10%

ASPIRIANT, LLC

9.62K

Jun 30, 26

0.10%

Carson Advisory Inc.

7.86K

Jun 30, 26

0.08%

Brooklyn FI, LLC

7.72K

Jun 30, 26

0.08%

PFG Investments, LLC

7.62K

Jun 30, 26

+7.62K

0.08%

MSH Capital Advisors LLC

7.55K

Jun 30, 26

0.08%

UMB Bank, n.a.

7.54K

Jun 30, 26

0.08%

Prime Capital Investment Advisors, LLC

7.43K

Jun 30, 26

-339

0.08%

CITADEL ADVISORS LLC

7.39K

Jun 30, 26

+7.39K

0.08%

Greykasell Wealth Strategies, Inc.

7.35K

Jun 30, 26

0.08%

Bond & Devick Financial Network, Inc.

7.27K

Jun 30, 26

-484

0.08%

Stratos Wealth Partners, LTD.

7.12K

Jun 30, 26

-2.11K

0.07%

MERCER GLOBAL ADVISORS INC /ADV

7.08K

Jun 30, 26

+7.08K

0.07%

FMR LLC

6.85K

Jun 30, 26

+2.96K

0.07%

Sound Stewardship, LLC

6.70K

Jun 30, 26

0.07%

Continuum Advisory, LLC

6.37K

Jun 30, 26

-249

0.07%

AMERIPRISE FINANCIAL INC

6.29K

Jun 30, 26

-417

0.07%

Vise Technologies, Inc.

6.22K

Jun 30, 26

+6.22K

0.07%

DAVENPORT & Co LLC

6.19K

Jun 30, 26

-1.76K

0.07%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

6.07K

Jun 30, 26

+23

0.06%

Revisor Wealth Management LLC

5.87K

Jun 30, 26

0.06%

Integrated Wealth Concepts LLC

5.79K

Jun 30, 26

-108

0.06%

Walkner Condon Financial Advisors LLC

5.58K

Jun 30, 26

-276

0.06%

Emergent Wealth Advisors, LLC

5.53K

Jun 30, 26

0.06%

CX Institutional

5.47K

Jun 30, 26

-14

0.06%

Betterment LLC

5.46K

Jun 30, 26

-488

0.06%

Resources Investment Advisors, LLC.

5.12K

Jun 30, 26

+5.12K

0.05%

HighTower Advisors, LLC

4.94K

Jun 30, 26

+4.94K

0.05%

Maia Wealth LLC

4.72K

Jun 30, 26

+4.72K

0.05%

Rossby Financial, LCC

4.50K

Jun 30, 26

0.05%

US BANCORP \DE\

4.40K

Jun 30, 26

+120

0.05%

Allworth Financial LP

3.73K

Jun 30, 26

+1.23K

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.84K

Jun 30, 26

+2.54K

0.03%

Farther Finance Advisors, LLC

1.96K

Jun 30, 26

-86

0.02%

Bear Mountain Capital, Inc.

1.75K

Jun 30, 26

0.02%

Ashton Thomas Private Wealth, LLC

1.65K

Jun 30, 26

+1.08K

0.02%

Covestor Ltd

1.44K

Jun 30, 26

-24

0.02%

Smartleaf Asset Management LLC

1.37K

Jun 30, 26

0.01%

Orion Capital Management LLC

1.27K

Jun 30, 26

+15

0.01%

Golden State Wealth Management, LLC

1.26K

Jun 30, 26

-162

0.01%

CoreCap Advisors, LLC

1.25K

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

978

Jun 30, 26

+48

0.01%

Millstone Evans Group, LLC

963

Jun 30, 26

0.01%

Quaker Wealth Management, LLC

917

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

889

Jun 30, 26

+537

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

819

Jun 30, 26

+97

0.01%

FIDUCIARY FINANCIAL ADVISORS

690

Jun 30, 26

+690

0.01%

Ameritas Advisory Services, LLC

636

Jun 30, 26

+636

0.01%

Steward Partners Investment Advisory, LLC

473

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

330

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

284

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

274

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

270

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

195

Jun 30, 26

+195

0.00%

HARBOUR INVESTMENTS, INC.

155

Jun 30, 26

0.00%

Abound Wealth Management

153

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

144

Jun 30, 26

+34

0.00%

Trust Co

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Destiny Wealth Partners, LLC

Jun 30, 26

-6.06K

Addison Advisors LLC

Jun 30, 26

-11.18K

Golden State Equity Partners

Jun 30, 26

-13.33K

Scarborough Advisors, LLC

Jun 30, 26

-121

Advisory Services Network, LLC

Jun 30, 26

-191

Mariner, LLC

Jun 30, 26

-20.91K

WealthShield Partners, LLC

Jun 30, 26

-4.29K

MAI Capital Management

Jun 30, 26

-1.50K

Lloyd Advisory Services, LLC.

Jun 30, 26

-284

Stewardship Advisors, LLC

Jun 30, 26

-37.40K

Charter Oak Capital Management, LLC

7.03K

Mar 31, 26

-111

0.07%

CWM, LLC

1.50K

Mar 31, 26

0.02%

Anchor Investment Management, LLC

338

Mar 31, 26

0.00%

McIlrath & Eck, LLC

288

Mar 31, 26

+288

0.00%

Better Money Decisions, LLC

27.46K

Jun 30, 25

+601

0.29%

Cable Hill Partners, LLC

131.72K

Mar 31, 25

+1.44K

1.39%

Orion Portfolio Solutions, LLC

47.51K

Mar 31, 25

+3.68K

0.50%

LAKE STREET ADVISORS GROUP, LLC

240.27K

Dec 31, 24

+1.64K

2.53%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.60K

Raymond James Financial Services Advisors, Inc.

10.18K

Sep 30, 24

+56

0.11%

RAYMOND JAMES & ASSOCIATES

8.23K

Sep 30, 24

-246

0.09%

Carmichael Hill & Associates, Inc.

130

Sep 30, 24

-135

0.00%

Cetera Advisors LLC

26.08K

Mar 31, 24

+26.08K

0.27%

Cetera Advisor Networks LLC

15.18K

Mar 31, 24

+284

0.16%

Perella Weinberg Partners Capital Management LP

Mar 31, 24

-54.86K

Baystate Wealth Management LLC

1.70K

Dec 31, 23

+41

0.02%

Bartlett & Co. LLC

Dec 31, 23

-1.30K

TIAA, FSB

1.66M

Jun 30, 23

-306.96K

17.46%

Financial Architects, Inc

22.30K

Jun 30, 23

-945

0.23%

TimeScale Financial, Inc.

1.69K

Jun 30, 23

0.02%

Parsec Financial Management, Inc.

13.72K

Mar 31, 23

+2.52K

0.14%

American Portfolios Advisors

1.93K

Sep 30, 22

+1.93K

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

1.59K

Sep 30, 22

+1.59K

0.02%

Covington Capital Management

1.07K

Sep 30, 22

0.01%

Harborview Advisors, LLC

28.34K

Sep 30, 21

+2.69K

0.30%

Winslow, Evans & Crocker, Inc.

760

Dec 31, 20

+760

0.01%

First Allied Advisory Services, Inc.

13.86K

Sep 30, 20

-3.43K

0.15%

Stearns Financial Services Group

7.27K

Sep 30, 20

0.08%

Advisor Group, Inc.

3.61K

Dec 31, 19

+1.37K

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.51K

Dec 31, 19

+969

0.04%

Vestpro Financial Partners, Inc. dba CPF Texas

434

Sep 30, 18

+434

0.00%