Nuveen ESG Emerging Markets Equity(NUEM)

$41.79—

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Nuveen ESG Emerging Markets Equity(NUEM)

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$41.79—

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NUEM(NUEM)

NUEM

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

Institutional Ownership

Top 150 Institutional Holders

Holder	Shares	Date	Change	% Held
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.08M	Mar 31, 26	+1.08M	11.35%
Wealthfront Advisers LLC	888.76K	Mar 31, 26	+64.98K	9.31%
Abacus Wealth Partners, LLC	607.87K	Mar 31, 26	+1.26K	6.37%
MORGAN STANLEY	439.80K	Mar 31, 26	+33.16K	4.61%
ENVESTNET ASSET MANAGEMENT INC	343.91K	Mar 31, 26	+182.37K	3.60%
TFC Financial Management, Inc.	292.61K	Mar 31, 26	-142	3.06%
BANK OF AMERICA CORP /DE/	260.30K	Mar 31, 26	+24.62K	2.73%
Colorado Capital Management, Inc.	241.01K	Mar 31, 26	+1.10K	2.52%
ARGI Investment Services, LLC	239.97K	Mar 31, 26	+110.32K	2.51%
LPL Financial LLC	218.82K	Mar 31, 26	+15.95K	2.29%
COLDSTREAM CAPITAL MANAGEMENT INC	206.69K	Mar 31, 26	-17.99K	2.16%
Cambridge Investment Research Advisors, Inc.	182.24K	Mar 31, 26	-2.52K	1.91%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	158.76K	Mar 31, 26	+17.99K	1.66%
Cetera Investment Advisers	100.91K	Mar 31, 26	-1.74K	1.06%
MISSION WEALTH MANAGEMENT, LP	95.22K	Mar 31, 26	-2.12K	1.00%
UBS Group AG	84.05K	Mar 31, 26	+6.68K	0.88%
Allodium Investment Consultants, LLC	80.47K	Mar 31, 26	+5.54K	0.84%
Evolution Advisers, Inc.	71.00K	Mar 31, 26	+7.62K	0.74%
CI Private Wealth, LLC	61.31K	Mar 31, 26	+19.80K	0.64%
Clarity Wealth Development LLC	58.00K	Mar 31, 26	-618	0.61%
Creative Planning	57.82K	Mar 31, 26	-316	0.61%
ASSETMARK, INC	54.68K	Mar 31, 26	+1.38K	0.57%
Pioneer Wealth Management Group	52.08K	Mar 31, 26	+580	0.55%
OLD MISSION CAPITAL LLC	51.71K	Mar 31, 26	+51.71K	0.54%
CGC Financial Services, LLC	48.84K	Mar 31, 26	-446	0.51%
COMMONWEALTH EQUITY SERVICES, LLC	45.44K	Mar 31, 26	+251	0.48%
Vestmark Advisory Solutions, Inc.	42.85K	Mar 31, 26	-46.47K	0.45%
Stewardship Advisors, LLC	37.40K	Mar 31, 26	-110	0.39%
JPMORGAN CHASE & CO	34.02K	Mar 31, 26	+857	0.36%
Westfuller Advisors, LLC	31.82K	Mar 31, 26	+229	0.33%
RAYMOND JAMES FINANCIAL INC	31.20K	Mar 31, 26	+1.40K	0.33%
Brinker Capital Investments, LLC	30.77K	Mar 31, 26	-499	0.32%
CHOREO, LLC	27.94K	Mar 31, 26	--	0.29%
ADVISOR GROUP HOLDINGS, INC.	26.82K	Mar 31, 26	-2.16K	0.28%
Cascade Financial Partners, LLC	25.00K	Mar 31, 26	--	0.26%
CAPTRUST FINANCIAL ADVISORS	23.08K	Mar 31, 26	--	0.24%
WHITTIER TRUST CO	22.24K	Mar 31, 26	--	0.23%
WILEY BROS.-AINTREE CAPITAL, LLC	22.24K	Mar 31, 26	+10.63K	0.23%
Concurrent Investment Advisors, LLC	21.03K	Mar 31, 26	+3.40K	0.22%
Mariner, LLC	20.91K	Mar 31, 26	--	0.22%
HM PAYSON & CO	20.20K	Mar 31, 26	+13.23K	0.21%
McNamara Financial Services, Inc.	19.98K	Mar 31, 26	-140	0.21%
TIAA TRUST, NATIONAL ASSOCIATION	18.89K	Mar 31, 26	-1.10M	0.20%
Vontobel Holding Ltd.	17.44K	Mar 31, 26	--	0.18%
GREENUP STREET WEALTH MANAGEMENT LLC	15.84K	Mar 31, 26	-1.75K	0.17%
THRIVENT FINANCIAL FOR LUTHERANS	15.81K	Mar 31, 26	-230	0.17%
Equitable Holdings, Inc.	15.25K	Mar 31, 26	+839	0.16%
Golden State Equity Partners	13.33K	Mar 31, 26	+13.33K	0.14%
First Pacific Financial	11.53K	Mar 31, 26	-1.88K	0.12%
CGN Advisors LLC	11.32K	Mar 31, 26	-418	0.12%
EP Wealth Advisors, LLC	11.26K	Mar 31, 26	-10.20K	0.12%
Addison Advisors LLC	11.18K	Mar 31, 26	--	0.12%
NewEdge Advisors, LLC	10.84K	Mar 31, 26	+600	0.11%
NATURAL INVESTMENTS, LLC	10.61K	Mar 31, 26	-76	0.11%
Modera Wealth Management, LLC	10.53K	Mar 31, 26	-44	0.11%
Heck Capital Advisors, LLC	10.02K	Mar 31, 26	-319	0.10%
RVW Wealth, LLC	9.84K	Mar 31, 26	--	0.10%
ASPIRIANT, LLC	9.62K	Mar 31, 26	--	0.10%
STIFEL FINANCIAL CORP	9.37K	Mar 31, 26	+619	0.10%
Stratos Wealth Partners, LTD.	9.23K	Mar 31, 26	+5	0.10%
ROYAL BANK OF CANADA	9.02K	Mar 31, 26	+399	0.09%
DAVENPORT & Co LLC	7.96K	Mar 31, 26	-490	0.08%
Carson Advisory Inc.	7.86K	Mar 31, 26	--	0.08%
Prime Capital Investment Advisors, LLC	7.77K	Mar 31, 26	-3.79K	0.08%
Bond & Devick Financial Network, Inc.	7.75K	Mar 31, 26	+346	0.08%
Brooklyn FI, LLC	7.72K	Mar 31, 26	--	0.08%
MSH Capital Advisors LLC	7.55K	Mar 31, 26	--	0.08%
UMB Bank, n.a.	7.54K	Mar 31, 26	-787	0.08%
Greykasell Wealth Strategies, Inc.	7.35K	Mar 31, 26	-1.26K	0.08%
Charter Oak Capital Management, LLC	7.03K	Mar 31, 26	-111	0.07%
AMERIPRISE FINANCIAL INC	6.70K	Mar 31, 26	+6.70K	0.07%
Sound Stewardship, LLC	6.70K	Mar 31, 26	-387	0.07%
Continuum Advisory, LLC	6.62K	Mar 31, 26	-2	0.07%
Destiny Wealth Partners, LLC	6.06K	Mar 31, 26	--	0.06%
Betterment LLC	5.94K	Mar 31, 26	+159	0.06%
Integrated Wealth Concepts LLC	5.90K	Mar 31, 26	+5.90K	0.06%
Revisor Wealth Management LLC	5.87K	Mar 31, 26	--	0.06%
Walkner Condon Financial Advisors LLC	5.86K	Mar 31, 26	-35	0.06%
Rossby Financial, LCC	4.50K	Mar 31, 26	+116	0.05%
WealthShield Partners, LLC	4.29K	Mar 31, 26	--	0.04%
US BANCORP \DE\	4.28K	Mar 31, 26	-489	0.04%
FMR LLC	3.90K	Mar 31, 26	+2.14K	0.04%
Allworth Financial LP	2.50K	Mar 31, 26	+97	0.03%
Farther Finance Advisors, LLC	2.05K	Mar 31, 26	+1.61K	0.02%
Bear Mountain Capital, Inc.	1.75K	Mar 31, 26	-213	0.02%
CWM, LLC	1.50K	Mar 31, 26	--	0.02%
MAI Capital Management	1.50K	Mar 31, 26	--	0.02%
Covestor Ltd	1.46K	Mar 31, 26	+30	0.02%
Golden State Wealth Management, LLC	1.42K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	1.37K	Mar 31, 26	+625	0.01%
Orion Capital Management LLC	1.26K	Mar 31, 26	+633	0.01%
CoreCap Advisors, LLC	1.25K	Mar 31, 26	--	0.01%
Millstone Evans Group, LLC	963	Mar 31, 26	--	0.01%
VANGUARD ADVISERS INC	930	Mar 31, 26	+930	0.01%
Quaker Wealth Management, LLC	917	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	722	Mar 31, 26	-3	0.01%
Ashton Thomas Private Wealth, LLC	562	Mar 31, 26	+562	0.01%
Steward Partners Investment Advisory, LLC	473	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	352	Mar 31, 26	+37	0.00%
Anchor Investment Management, LLC	338	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	330	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	301	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	288	Mar 31, 26	+288	0.00%
Lloyd Advisory Services, LLC.	284	Mar 31, 26	+284	0.00%
Kingdom Financial Group LLC.	284	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	274	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	270	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	191	Mar 31, 26	+191	0.00%
HARBOUR INVESTMENTS, INC.	155	Mar 31, 26	+11	0.00%
Abound Wealth Management	153	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	121	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	110	Mar 31, 26	+110	0.00%
Trust Co	81	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	74	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	30	Mar 31, 26	--	0.00%
LOCKERMAN FINANCIAL GROUP, INC.	--	Mar 31, 26	-5.73K	--
Sepio Capital, LP	--	Mar 31, 26	-18.21K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-91	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-18	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-168.97K	--
BESSEMER GROUP INC	--	Mar 31, 26	-235	--
HRT FINANCIAL LP	--	Mar 31, 26	-9.78K	--
Tolleson Wealth Management, Inc.	60.31K	Dec 31, 25	-771	0.63%
Better Money Decisions, LLC	27.46K	Jun 30, 25	+601	0.29%
Cable Hill Partners, LLC	131.72K	Mar 31, 25	+1.44K	1.38%
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	2.52%
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	17.37%
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

1.08M

Mar 31, 26

+1.08M

11.35%

Wealthfront Advisers LLC

888.76K

Mar 31, 26

+64.98K

9.31%

Abacus Wealth Partners, LLC

607.87K

Mar 31, 26

+1.26K

6.37%

MORGAN STANLEY

439.80K

Mar 31, 26

+33.16K

4.61%

ENVESTNET ASSET MANAGEMENT INC

343.91K

Mar 31, 26

+182.37K

3.60%

TFC Financial Management, Inc.

292.61K

Mar 31, 26

-142

3.06%

BANK OF AMERICA CORP /DE/

260.30K

Mar 31, 26

+24.62K

2.73%

Colorado Capital Management, Inc.

241.01K

Mar 31, 26

+1.10K

2.52%

ARGI Investment Services, LLC

239.97K

Mar 31, 26

+110.32K

2.51%

LPL Financial LLC

218.82K

Mar 31, 26

+15.95K

2.29%

COLDSTREAM CAPITAL MANAGEMENT INC

206.69K

Mar 31, 26

-17.99K

2.16%

Cambridge Investment Research Advisors, Inc.

182.24K

Mar 31, 26

-2.52K

1.91%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

158.76K

Mar 31, 26

+17.99K

1.66%

Cetera Investment Advisers

100.91K

Mar 31, 26

-1.74K

1.06%

MISSION WEALTH MANAGEMENT, LP

95.22K

Mar 31, 26

-2.12K

1.00%

UBS Group AG

84.05K

Mar 31, 26

+6.68K

0.88%

Allodium Investment Consultants, LLC

80.47K

Mar 31, 26

+5.54K

0.84%

Evolution Advisers, Inc.

71.00K

Mar 31, 26

+7.62K

0.74%

CI Private Wealth, LLC

61.31K

Mar 31, 26

+19.80K

0.64%

Clarity Wealth Development LLC

58.00K

Mar 31, 26

-618

0.61%

Creative Planning

57.82K

Mar 31, 26

-316

0.61%

ASSETMARK, INC

54.68K

Mar 31, 26

+1.38K

0.57%

Pioneer Wealth Management Group

52.08K

Mar 31, 26

+580

0.55%

OLD MISSION CAPITAL LLC

51.71K

Mar 31, 26

+51.71K

0.54%

CGC Financial Services, LLC

48.84K

Mar 31, 26

-446

0.51%

COMMONWEALTH EQUITY SERVICES, LLC

45.44K

Mar 31, 26

+251

0.48%

Vestmark Advisory Solutions, Inc.

42.85K

Mar 31, 26

-46.47K

0.45%

Stewardship Advisors, LLC

37.40K

Mar 31, 26

-110

0.39%

JPMORGAN CHASE & CO

34.02K

Mar 31, 26

+857

0.36%

Westfuller Advisors, LLC

31.82K

Mar 31, 26

+229

0.33%

RAYMOND JAMES FINANCIAL INC

31.20K

Mar 31, 26

+1.40K

0.33%

Brinker Capital Investments, LLC

30.77K

Mar 31, 26

-499

0.32%

CHOREO, LLC

27.94K

Mar 31, 26

0.29%

ADVISOR GROUP HOLDINGS, INC.

26.82K

Mar 31, 26

-2.16K

0.28%

Cascade Financial Partners, LLC

25.00K

Mar 31, 26

0.26%

CAPTRUST FINANCIAL ADVISORS

23.08K

Mar 31, 26

0.24%

WHITTIER TRUST CO

22.24K

Mar 31, 26

0.23%

WILEY BROS.-AINTREE CAPITAL, LLC

22.24K

Mar 31, 26

+10.63K

0.23%

Concurrent Investment Advisors, LLC

21.03K

Mar 31, 26

+3.40K

0.22%

Mariner, LLC

20.91K

Mar 31, 26

0.22%

HM PAYSON & CO

20.20K

Mar 31, 26

+13.23K

0.21%

McNamara Financial Services, Inc.

19.98K

Mar 31, 26

-140

0.21%

TIAA TRUST, NATIONAL ASSOCIATION

18.89K

Mar 31, 26

-1.10M

0.20%

Vontobel Holding Ltd.

17.44K

Mar 31, 26

0.18%

GREENUP STREET WEALTH MANAGEMENT LLC

15.84K

Mar 31, 26

-1.75K

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

15.81K

Mar 31, 26

-230

0.17%

Equitable Holdings, Inc.

15.25K

Mar 31, 26

+839

0.16%

Golden State Equity Partners

13.33K

Mar 31, 26

+13.33K

0.14%

First Pacific Financial

11.53K

Mar 31, 26

-1.88K

0.12%

CGN Advisors LLC

11.32K

Mar 31, 26

-418

0.12%

EP Wealth Advisors, LLC

11.26K

Mar 31, 26

-10.20K

0.12%

Addison Advisors LLC

11.18K

Mar 31, 26

0.12%

NewEdge Advisors, LLC

10.84K

Mar 31, 26

+600

0.11%

NATURAL INVESTMENTS, LLC

10.61K

Mar 31, 26

-76

0.11%

Modera Wealth Management, LLC

10.53K

Mar 31, 26

-44

0.11%

Heck Capital Advisors, LLC

10.02K

Mar 31, 26

-319

0.10%

RVW Wealth, LLC

9.84K

Mar 31, 26

0.10%

ASPIRIANT, LLC

9.62K

Mar 31, 26

0.10%

STIFEL FINANCIAL CORP

9.37K

Mar 31, 26

+619

0.10%

Stratos Wealth Partners, LTD.

9.23K

Mar 31, 26

0.10%

ROYAL BANK OF CANADA

9.02K

Mar 31, 26

+399

0.09%

DAVENPORT & Co LLC

7.96K

Mar 31, 26

-490

0.08%

Carson Advisory Inc.

7.86K

Mar 31, 26

0.08%

Prime Capital Investment Advisors, LLC

7.77K

Mar 31, 26

-3.79K

0.08%

Bond & Devick Financial Network, Inc.

7.75K

Mar 31, 26

+346

0.08%

Brooklyn FI, LLC

7.72K

Mar 31, 26

0.08%

MSH Capital Advisors LLC

7.55K

Mar 31, 26

0.08%

UMB Bank, n.a.

7.54K

Mar 31, 26

-787

0.08%

Greykasell Wealth Strategies, Inc.

7.35K

Mar 31, 26

-1.26K

0.08%

Charter Oak Capital Management, LLC

7.03K

Mar 31, 26

-111

0.07%

AMERIPRISE FINANCIAL INC

6.70K

Mar 31, 26

+6.70K

0.07%

Sound Stewardship, LLC

6.70K

Mar 31, 26

-387

0.07%

Continuum Advisory, LLC

6.62K

Mar 31, 26

-2

0.07%

Destiny Wealth Partners, LLC

6.06K

Mar 31, 26

0.06%

Betterment LLC

5.94K

Mar 31, 26

+159

0.06%

Integrated Wealth Concepts LLC

5.90K

Mar 31, 26

+5.90K

0.06%

Revisor Wealth Management LLC

5.87K

Mar 31, 26

0.06%

Walkner Condon Financial Advisors LLC

5.86K

Mar 31, 26

-35

0.06%

Rossby Financial, LCC

4.50K

Mar 31, 26

+116

0.05%

WealthShield Partners, LLC

4.29K

Mar 31, 26

0.04%

US BANCORP \DE\

4.28K

Mar 31, 26

-489

0.04%

FMR LLC

3.90K

Mar 31, 26

+2.14K

0.04%

Allworth Financial LP

2.50K

Mar 31, 26

+97

0.03%

Farther Finance Advisors, LLC

2.05K

Mar 31, 26

+1.61K

0.02%

Bear Mountain Capital, Inc.

1.75K

Mar 31, 26

-213

0.02%

CWM, LLC

1.50K

Mar 31, 26

0.02%

MAI Capital Management

1.50K

Mar 31, 26

0.02%

Covestor Ltd

1.46K

Mar 31, 26

+30

0.02%

Golden State Wealth Management, LLC

1.42K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

1.37K

Mar 31, 26

+625

0.01%

Orion Capital Management LLC

1.26K

Mar 31, 26

+633

0.01%

CoreCap Advisors, LLC

1.25K

Mar 31, 26

0.01%

Millstone Evans Group, LLC

963

Mar 31, 26

0.01%

VANGUARD ADVISERS INC

930

Mar 31, 26

+930

0.01%

Quaker Wealth Management, LLC

917

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

722

Mar 31, 26

-3

0.01%

Ashton Thomas Private Wealth, LLC

562

Mar 31, 26

+562

0.01%

Steward Partners Investment Advisory, LLC

473

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

352

Mar 31, 26

+37

0.00%

Anchor Investment Management, LLC

338

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

330

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

301

Mar 31, 26

0.00%

McIlrath & Eck, LLC

288

Mar 31, 26

+288

0.00%

Lloyd Advisory Services, LLC.

284

Mar 31, 26

+284

0.00%

Kingdom Financial Group LLC.

284

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

274

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

270

Mar 31, 26

0.00%

Advisory Services Network, LLC

191

Mar 31, 26

+191

0.00%

HARBOUR INVESTMENTS, INC.

155

Mar 31, 26

+11

0.00%

Abound Wealth Management

153

Mar 31, 26

0.00%

Scarborough Advisors, LLC

121

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

110

Mar 31, 26

+110

0.00%

Trust Co

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

Mar 31, 26

-5.73K

Sepio Capital, LP

Mar 31, 26

-18.21K

Elyxium Wealth, LLC

Mar 31, 26

-91

Measured Wealth Private Client Group, LLC

Mar 31, 26

-18

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-168.97K

BESSEMER GROUP INC

Mar 31, 26

-235

HRT FINANCIAL LP

Mar 31, 26

-9.78K

Tolleson Wealth Management, Inc.

60.31K

Dec 31, 25

-771

0.63%

Better Money Decisions, LLC

27.46K

Jun 30, 25

+601

0.29%

Cable Hill Partners, LLC

131.72K

Mar 31, 25

+1.44K

1.38%

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

2.52%

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

17.37%

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%