How do I set a price alert for NULV?

To set a NULV price alert on Stock Alarm Pro, navigate to the NULV quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for NULV?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for NULV. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for NULV?

Stock Alarm Pro supports over 125 trigger types for NULV: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about NULV price changes?

NULV alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for NULV alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for NULV and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

NULV Institutional Ownership & 13F Filings

Nuveen ESG Large-Cap Value(NULV)

USBATSLast print 3 weeks agoAbout this dataData status

$54.87▲0.07 (0.12%)Stale · 3 weeks old

Extended:$54.43-0.44 (-0.80%)

WatchlistChart Studio

Institutional Ownership

Top 410 Institutional Holders

Holder	Shares	Date	Change	% Held
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	5.09M	Sep 30, 26	+53.53K	12.50%
TIAA Wealth Investment Management LLC	4.47M	Sep 30, 26	+4.47M	10.99%
JPMORGAN CHASE & CO	2.56M	Sep 30, 26	+343.64K	6.29%
LPL Financial LLC	1.98M	Sep 30, 26	+54.89K	4.87%
COMMONWEALTH EQUITY SERVICES, LLC	1.29M	Sep 30, 26	+81.84K	3.17%
MORGAN STANLEY	1.26M	Sep 30, 26	-34.76K	3.09%
UBS Group AG	549.11K	Sep 30, 26	+17.35K	1.35%
Bank of New York Mellon Corp	463.15K	Sep 30, 26	-23.43K	1.14%
Cambridge Investment Research Advisors, Inc.	447.03K	Sep 30, 26	-6.31K	1.10%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	407.11K	Sep 30, 26	+4.25K	1.00%
EASTERN BANK	282.13K	Sep 30, 26	-5.97K	0.69%
CAPTRUST FINANCIAL ADVISORS	263.67K	Sep 30, 26	+10.12K	0.65%
RAYMOND JAMES FINANCIAL INC	257.06K	Sep 30, 26	+11.13K	0.63%
EP Wealth Advisors, LLC	246.12K	Sep 30, 26	+10.19K	0.60%
MISSION WEALTH MANAGEMENT, LP	206.26K	Sep 30, 26	-39.50K	0.51%
Cetera Investment Advisers	201.18K	Sep 30, 26	+15.97K	0.49%
Allworth Financial LP	194.03K	Sep 30, 26	+2.67K	0.48%
HighTower Advisors, LLC	153.76K	Sep 30, 26	-5.37K	0.38%
REGATTA CAPITAL GROUP, LLC	153.64K	Sep 30, 26	+3.02K	0.38%
One Capital Management, LLC	151.46K	Sep 30, 26	+8.42K	0.37%
FMR LLC	143.36K	Sep 30, 26	+10.69K	0.35%
THRIVENT FINANCIAL FOR LUTHERANS	139.90K	Sep 30, 26	-16.54K	0.34%
Mariner, LLC	138.62K	Sep 30, 26	+3.50K	0.34%
Forefront Analytics, LLC	134.81K	Sep 30, 26	-6.11K	0.33%
ASSETMARK, INC	133.85K	Sep 30, 26	+4.42K	0.33%
TRUE BLUE FINANCIAL, LLC	114.28K	Sep 30, 26	-12.13K	0.28%
TIAA TRUST, NATIONAL ASSOCIATION	112.02K	Sep 30, 26	-8.85K	0.28%
Wilmington Savings Fund Society, FSB	109.95K	Sep 30, 26	+218	0.27%
RWA WEALTH PARTNERS, LLC	100.20K	Sep 30, 26	+73	0.25%
STALEY CAPITAL ADVISERS INC	100.00K	Sep 30, 26	--	0.25%
NewEdge Advisors, LLC	96.86K	Sep 30, 26	+69	0.24%
Plum Street Advisors, LLC	85.87K	Sep 30, 26	+500	0.21%
VICUS CAPITAL	85.11K	Sep 30, 26	-665	0.21%
Evolution Advisers, Inc.	77.89K	Sep 30, 26	+2.26K	0.19%
Private Advisor Group, LLC	74.35K	Sep 30, 26	+3.66K	0.18%
CX Institutional	72.22K	Sep 30, 26	-113	0.18%
Sequoia Financial Advisors, LLC	66.89K	Sep 30, 26	+59.74K	0.16%
Savant Capital, LLC	65.68K	Sep 30, 26	-98.73K	0.16%
Equita Financial Network, Inc.	61.90K	Sep 30, 26	+3.78K	0.15%
Legacy Edge Advisors, LLC	60.62K	Sep 30, 26	-8.31K	0.15%
rebel Financial LLC	59.17K	Sep 30, 26	-18.23K	0.15%
CRUX WEALTH ADVISORS	57.81K	Sep 30, 26	-22.16K	0.14%
PARK AVENUE SECURITIES LLC	55.48K	Sep 30, 26	-2.43K	0.14%
BARTLETT & CO. WEALTH MANAGEMENT LLC	54.84K	Sep 30, 26	+2.39K	0.13%
One Day In July LLC	54.48K	Sep 30, 26	+313	0.13%
STIFEL FINANCIAL CORP	53.80K	Sep 30, 26	-147	0.13%
Farther Finance Advisors, LLC	52.60K	Sep 30, 26	+5.88K	0.13%
BOKF, NA	49.12K	Sep 30, 26	-390	0.12%
Mascoma Wealth Management LLC	48.80K	Sep 30, 26	+3.75K	0.12%
OSAIC HOLDINGS, INC.	47.09K	Sep 30, 26	+3.14K	0.12%
KINGSWOOD WEALTH ADVISORS, LLC	46.94K	Sep 30, 26	+12.03K	0.12%
OPPENHEIMER ASSET MANAGEMENT INC.	46.53K	Sep 30, 26	-581	0.11%
CANANDAIGUA NATIONAL BANK & TRUST CO	46.01K	Sep 30, 26	-21	0.11%
Revolve Wealth Partners, LLC	45.19K	Sep 30, 26	+600	0.11%
Kestra Advisory Services, LLC	44.19K	Sep 30, 26	+311	0.11%
CGN Advisors LLC	41.78K	Sep 30, 26	-4.31K	0.10%
Strategic Point Investment Advisors, LLC	40.55K	Sep 30, 26	-4.10K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	39.56K	Sep 30, 26	-51	0.10%
Sincerus Advisory, LLC	37.48K	Sep 30, 26	-105	0.09%
Ledyard National Bank	34.50K	Sep 30, 26	+783	0.08%
Falcon Wealth Planning	32.61K	Sep 30, 26	+207	0.08%
UMB Bank, n.a.	30.41K	Sep 30, 26	--	0.07%
CHOREO, LLC	27.33K	Sep 30, 26	-27	0.07%
Bond & Devick Financial Network, Inc.	27.08K	Sep 30, 26	--	0.07%
HARBOUR INVESTMENTS, INC.	26.93K	Sep 30, 26	+2.55K	0.07%
MARSHALL WACE, LLP	26.41K	Sep 30, 26	+26.41K	0.06%
Shotwell Rutter Baer Inc	26.33K	Sep 30, 26	-148	0.06%
Curtis Advisory Group, LLC	26.04K	Sep 30, 26	-482	0.06%
Wescott Financial Advisory Group, LLC	25.88K	Sep 30, 26	+1.48K	0.06%
AXXCESS WEALTH MANAGEMENT, LLC	25.72K	Sep 30, 26	+3.10K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.56K	Sep 30, 26	+31	0.06%
Merit Financial Group, LLC	24.43K	Sep 30, 26	-124	0.06%
Rockefeller Capital Management L.P.	22.96K	Sep 30, 26	+504	0.06%
COMMERCE BANK	22.83K	Sep 30, 26	-460	0.06%
McAdam, LLC	22.45K	Sep 30, 26	+1.83K	0.06%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	22.29K	Sep 30, 26	+533	0.05%
Mutual Advisors, LLC	22.27K	Sep 30, 26	+6.59K	0.05%
BAILARD, INC.	21.86K	Sep 30, 26	-213	0.05%
Focus Partners Wealth	21.19K	Sep 30, 26	-4.32K	0.05%
Ameritas Investment Partners, Inc.	20.41K	Sep 30, 26	-95	0.05%
PFG Investments, LLC	20.38K	Sep 30, 26	-884	0.05%
Russell Investments Group, Ltd.	20.02K	Sep 30, 26	+19.97K	0.05%
Ethic Inc.	19.91K	Sep 30, 26	+19.91K	0.05%
FLAGSHIP HARBOR ADVISORS, LLC	19.61K	Sep 30, 26	+204	0.05%
Belpointe Asset Management LLC	19.54K	Sep 30, 26	+19.54K	0.05%
FIRST BUSINESS FINANCIAL SERVICES, INC.	19.38K	Sep 30, 26	+377	0.05%
XY Planning Network, Inc.	18.78K	Sep 30, 26	-467	0.05%
Milestone Investment Advisors LLC	18.72K	Sep 30, 26	-110	0.05%
Diversified Portfolios, Inc.	18.37K	Sep 30, 26	-265	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.71K	Sep 30, 26	-118	0.04%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	17.67K	Sep 30, 26	-969	0.04%
MARS JEWETT FINANCIAL GROUP, INC.	17.61K	Sep 30, 26	+17.61K	0.04%
SAGE FINANCIAL GROUP INC	17.02K	Sep 30, 26	+337	0.04%
Advisory Services Network, LLC	16.67K	Sep 30, 26	--	0.04%
Laurel Wealth Planning LLC	16.49K	Sep 30, 26	-2.85K	0.04%
Opal Wealth Advisors, LLC	16.14K	Sep 30, 26	+16.14K	0.04%
CENTRAL TRUST Co	15.75K	Sep 30, 26	-96	0.04%
Cerity Partners LLC	15.68K	Sep 30, 26	-8.89K	0.04%
Sage Advisory Services, Ltd.Co.	15.25K	Sep 30, 26	-7	0.04%
Focus Financial Network, Inc.	14.89K	Sep 30, 26	+92	0.04%
Steward Partners Investment Advisory, LLC	14.71K	Sep 30, 26	+2.07K	0.04%
BLUELINE ADVISORS LLC	14.34K	Sep 30, 26	--	0.04%
PENOBSCOT WEALTH MANAGEMENT	14.17K	Sep 30, 26	+2.40K	0.03%
Tradition Wealth Management, LLC	14.00K	Sep 30, 26	-1.39K	0.03%
Per Stirling Capital Management, LLC.	13.81K	Sep 30, 26	+19	0.03%
Paulson Wealth Management Inc.	13.64K	Sep 30, 26	+637	0.03%
Walkner Condon Financial Advisors LLC	13.59K	Sep 30, 26	-378	0.03%
TRUIST FINANCIAL CORP	13.56K	Sep 30, 26	-99	0.03%
Stratos Wealth Partners, LTD.	13.50K	Sep 30, 26	+685	0.03%
Rossby Financial, LCC	13.21K	Sep 30, 26	+1.30K	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	12.95K	Sep 30, 26	-99	0.03%
DDFG, Inc	12.70K	Sep 30, 26	--	0.03%
VERUS CAPITAL PARTNERS, LLC	12.55K	Sep 30, 26	+525	0.03%
EVERGREEN CAPITAL MANAGEMENT LLC	12.46K	Sep 30, 26	-450	0.03%
Westview Management dba Westview Investment Advisors	12.37K	Sep 30, 26	+22	0.03%
Legacy Financial Advisors, Inc.	12.24K	Sep 30, 26	+5	0.03%
Apollon Wealth Management, LLC	11.99K	Sep 30, 26	--	0.03%
US BANCORP \DE\	11.93K	Sep 30, 26	-241	0.03%
Orion Porfolio Solutions, LLC	11.80K	Sep 30, 26	+3.30K	0.03%
FULTON BREAKEFIELD BROENNIMAN LLC	11.71K	Sep 30, 26	--	0.03%
Old Peak Finance LLC	11.55K	Sep 30, 26	--	0.03%
Addison Advisors LLC	11.54K	Sep 30, 26	-404	0.03%
D.A. DAVIDSON & CO.	11.54K	Sep 30, 26	-211	0.03%
AMERICAN FINANCIAL & TAX STRATEGIES INC	11.39K	Sep 30, 26	--	0.03%
VestGen Advisors, LLC	10.99K	Sep 30, 26	-141	0.03%
NorthRock Partners, LLC	10.88K	Sep 30, 26	-5.93K	0.03%
Colorado Capital Management, Inc.	10.78K	Sep 30, 26	-389	0.03%
Emergent Wealth Advisors, LLC	10.61K	Sep 30, 26	--	0.03%
First Pacific Financial	10.59K	Sep 30, 26	-125	0.03%
Private Wealth Management Group, LLC	10.59K	Sep 30, 26	-4.61K	0.03%
Confluence Wealth Services, Inc.	10.41K	Sep 30, 26	+86	0.03%
Creative Planning	10.18K	Sep 30, 26	-269	0.02%
RVW Wealth, LLC	10.17K	Sep 30, 26	+642	0.02%
Maia Wealth LLC	10.03K	Sep 30, 26	-353	0.02%
Compound Planning, Inc.	9.99K	Sep 30, 26	+1.35K	0.02%
ETF Portfolio Partners, Inc.	9.81K	Sep 30, 26	+8	0.02%
RTD Financial Advisors, Inc.	9.74K	Sep 30, 26	-189	0.02%
Chicago Partners Investment Group LLC	9.53K	Sep 30, 26	--	0.02%
BlueStem Wealth Partners, LLC	9.52K	Sep 30, 26	-1.70K	0.02%
Savvy Advisors, Inc.	9.47K	Sep 30, 26	+2.99K	0.02%
Boston Common Asset Management, LLC	9.46K	Sep 30, 26	+9.46K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	9.20K	Sep 30, 26	-138	0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	9.16K	Sep 30, 26	+283	0.02%
Trademark Financial Management, LLC	9.10K	Sep 30, 26	-19	0.02%
Triad Wealth Partners, LLC	9.03K	Sep 30, 26	+370	0.02%
SAX WEALTH ADVISORS, LLC	8.95K	Sep 30, 26	+8.95K	0.02%
INSPIRION WEALTH ADVISORS, LLC	8.93K	Sep 30, 26	+1.19K	0.02%
NATURAL INVESTMENTS, LLC	8.82K	Sep 30, 26	+8.82K	0.02%
JANE STREET GROUP, LLC	8.53K	Sep 30, 26	+8.53K	0.02%
Focus Advisor Solutions, LLC	8.50K	Sep 30, 26	-94	0.02%
JGP Wealth Management, LLC	8.25K	Sep 30, 26	+1.91K	0.02%
Columbia River Financial Group, LLC	7.88K	Sep 30, 26	--	0.02%
Modera Wealth Management, LLC	7.78K	Sep 30, 26	-23	0.02%
WARNER FINANCIAL, INC	7.75K	Sep 30, 26	+2.99K	0.02%
Trust Co	7.68K	Sep 30, 26	+123	0.02%
Parkside Financial Bank & Trust	7.57K	Sep 30, 26	--	0.02%
Perigon Wealth Management, LLC	7.56K	Sep 30, 26	-171	0.02%
Johnson Bixby & Associates, LLC	7.51K	Sep 30, 26	-53	0.02%
Onyx Bridge Wealth Group LLC	7.44K	Sep 30, 26	--	0.02%
Wolff Financial Management LLC	7.36K	Sep 30, 26	--	0.02%
TD Waterhouse Canada Inc.	7.25K	Sep 30, 26	-83	0.02%
Trek Financial, LLC	7.16K	Sep 30, 26	+1.09K	0.02%
Focused Wealth Management, Inc	7.12K	Sep 30, 26	+1.11K	0.02%
Sanctuary Advisors, LLC	7.11K	Sep 30, 26	-1.04K	0.02%
Clearview Wealth Management LLC	7.08K	Sep 30, 26	-630	0.02%
Riverwater Partners LLC	6.92K	Sep 30, 26	+106	0.02%
McCartney Wealth Management LLC	6.90K	Sep 30, 26	+7	0.02%
71 West Capital Partners	6.65K	Sep 30, 26	+6.65K	0.02%
Kelman-Lazarov, Inc.	6.61K	Sep 30, 26	-23	0.02%
Wealthcare Advisory Partners LLC	6.49K	Sep 30, 26	--	0.02%
Snider Financial Group	6.47K	Sep 30, 26	+18	0.02%
Red Oak Financial Group, LLC	6.31K	Sep 30, 26	--	0.02%
Ameritas Advisory Services, LLC	6.16K	Sep 30, 26	--	0.02%
MAI Capital Management	6.15K	Sep 30, 26	-174	0.02%
Winter & Associates, Inc.	6.12K	Sep 30, 26	--	0.02%
Invera Wealth Advisors, LLC	6.06K	Sep 30, 26	-27.26K	0.01%
Rede Wealth, LLC	6.03K	Sep 30, 26	--	0.01%
Tortoise Investment Management, LLC	6.01K	Sep 30, 26	--	0.01%
MARINO, STRAM & ASSOCIATES LLC	6.00K	Sep 30, 26	-113	0.01%
LOCKERMAN FINANCIAL GROUP, INC.	5.88K	Sep 30, 26	+208	0.01%
Keener Financial Planning LLC	5.80K	Sep 30, 26	--	0.01%
Summit Financial, LLC	5.77K	Sep 30, 26	+469	0.01%
MML INVESTORS SERVICES, LLC	5.75K	Sep 30, 26	-25.98K	0.01%
RFG Advisory, LLC	5.59K	Sep 30, 26	+845	0.01%
LIFELONG WEALTH ADVISORS, INC.	5.57K	Sep 30, 26	-283	0.01%
CARRET ASSET MANAGEMENT, LLC	5.45K	Sep 30, 26	--	0.01%
Aprio Wealth Management, LLC	5.41K	Sep 30, 26	+5.41K	0.01%
OpenArc Corporate Advisory, LLC	5.22K	Sep 30, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.22K	Sep 30, 26	-50	0.01%
Western Wealth Management, LLC	5.21K	Sep 30, 26	-3.37K	0.01%
Fifth Third Wealth Advisors LLC	5.21K	Sep 30, 26	--	0.01%
Lido Advisors, LLC	5.20K	Sep 30, 26	+5.20K	0.01%
Argyle Capital Partners, LLC	5.16K	Sep 30, 26	--	0.01%
Institute for Wealth Management, LLC.	5.12K	Sep 30, 26	+434	0.01%
Occidental Asset Management, LLC	5.07K	Sep 30, 26	+11	0.01%
Stewardship Advisors, LLC	4.91K	Sep 30, 26	--	0.01%
Valmark Advisers, Inc.	4.90K	Sep 30, 26	+4.90K	0.01%
Avantax Planning Partners, Inc.	4.87K	Sep 30, 26	--	0.01%
DENVER WEALTH MANAGEMENT, INC.	4.75K	Sep 30, 26	+4	0.01%
Crane Advisory, LLC	4.74K	Sep 30, 26	+374	0.01%
AE Wealth Management LLC	4.72K	Sep 30, 26	+1.57K	0.01%
Key FInancial Inc	4.68K	Sep 30, 26	--	0.01%
Sentinel Advisory Group, LLC	4.65K	Sep 30, 26	+216	0.01%
FIRST CITIZENS BANK & TRUST CO	4.58K	Sep 30, 26	+4.58K	0.01%
Capital Advisors Wealth Management, LLC	4.51K	Sep 30, 26	--	0.01%
Relyea Zuckerberg Hanson LLC	4.41K	Sep 30, 26	--	0.01%
AIRE ADVISORS, LLC	4.36K	Sep 30, 26	--	0.01%
OneAscent Financial Services LLC	4.22K	Sep 30, 26	-22	0.01%
HighPoint Advisor Group LLC	4.22K	Sep 30, 26	--	0.01%
Prospera Financial Services Inc	4.06K	Sep 30, 26	+4.06K	0.01%
Estate Counselors, LLC	4.05K	Sep 30, 26	-4.78K	0.01%
Breachway Investments LLC	4.00K	Sep 30, 26	+4.00K	0.01%
Janney Montgomery Scott LLC	4.00K	Sep 30, 26	+4.00K	0.01%
Ashton Thomas Private Wealth, LLC	3.99K	Sep 30, 26	-30	0.01%
Bouchey Financial Group, Ltd.	3.93K	Sep 30, 26	+3.93K	0.01%
Ramiah Investment Group	3.89K	Sep 30, 26	+3.89K	0.01%
Foster Group, Inc.	3.81K	Sep 30, 26	-683	0.01%
VICTORY FINANCIAL GROUP, LLC	3.80K	Sep 30, 26	+3.80K	0.01%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	3.72K	Sep 30, 26	-218	0.01%
FIFTH THIRD BANCORP	3.69K	Sep 30, 26	--	0.01%
Arax Advisory Partners	3.69K	Sep 30, 26	--	0.01%
MATHER GROUP, LLC.	3.64K	Sep 30, 26	--	0.01%
IFG Advisory, LLC	3.22K	Sep 30, 26	+1.54K	0.01%
Concord Wealth Partners	2.70K	Sep 30, 26	-187	0.01%
BLAIR WILLIAM & CO/IL	2.54K	Sep 30, 26	+110	0.01%
Atlantic Union Bankshares Corp	2.53K	Sep 30, 26	-1.45K	0.01%
Cape Investment Advisory, Inc.	2.46K	Sep 30, 26	--	0.01%
Triumph Capital Management	2.42K	Sep 30, 26	+1.65K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.10K	Sep 30, 26	-4	0.01%
CoreCap Advisors, LLC	2.09K	Sep 30, 26	+130	0.01%
Aptus Capital Advisors, LLC	2.07K	Sep 30, 26	+11	0.01%
Global Retirement Partners, LLC	2.07K	Sep 30, 26	+1.36K	0.01%
Birchwood Financial Partners, Inc.	1.87K	Sep 30, 26	--	0.00%
Buck Wealth Strategies, LLC	1.68K	Sep 30, 26	--	0.00%
Hanson & Doremus Investment Management	1.53K	Sep 30, 26	--	0.00%
ALERUS FINANCIAL NA	1.52K	Sep 30, 26	+1.52K	0.00%
Millstone Evans Group, LLC	1.45K	Sep 30, 26	--	0.00%
Nuveen, LLC	1.08K	Sep 30, 26	+1.08K	0.00%
MANNING & NAPIER ADVISORS LLC	1.00K	Sep 30, 26	+72	0.00%
Sunrise Financial Services, LLC	703	Sep 30, 26	--	0.00%
CDKV HOLDINGS LLC	700	Sep 30, 26	--	0.00%
Investors Research Corp	629	Sep 30, 26	-108	0.00%
Hickory Point Bank & Trust	611	Sep 30, 26	+611	0.00%
Kingdom Financial Group LLC.	608	Sep 30, 26	--	0.00%
BOK Financial Private Wealth, Inc.	567	Sep 30, 26	-68	0.00%
Bank of Ann Arbor	549	Sep 30, 26	+549	0.00%
Geneos Wealth Management Inc.	494	Sep 30, 26	+494	0.00%
IFP Advisors, Inc	484	Sep 30, 26	--	0.00%
ELEVATION WEALTH PARTNERS, LLC	425	Sep 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	382	Sep 30, 26	--	0.00%
Smartleaf Asset Management LLC	321	Sep 30, 26	-1.26K	0.00%
Asset Dedication, LLC	302	Sep 30, 26	+302	0.00%
Continuum Advisory, LLC	262	Sep 30, 26	--	0.00%
Tradewinds Capital Management, LLC	242	Sep 30, 26	+3	0.00%
GW&K Investment Management, LLC	230	Sep 30, 26	--	0.00%
Kroeger Financial Partners	226	Sep 30, 26	--	0.00%
VANGUARD ADVISERS INC	215	Sep 30, 26	+3	0.00%
Westfuller Advisors, LLC	202	Sep 30, 26	-1.76K	0.00%
DeDora Capital, Inc.	179	Sep 30, 26	-8.28K	0.00%
EverSource Wealth Advisors, LLC	170	Sep 30, 26	--	0.00%
Capitol Family Office, Inc.	131	Sep 30, 26	-3	0.00%
Redwood Park Advisors LLC	111	Sep 30, 26	--	0.00%
Princeton Global Asset Management LLC	102	Sep 30, 26	-328	0.00%
DHJJ Financial Advisors, Ltd.	78	Sep 30, 26	--	0.00%
Hurley Capital, LLC	58	Sep 30, 26	+58	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	56	Sep 30, 26	--	0.00%
Cheviot Value Management, LLC	--	Sep 30, 26	-42	--
BOLTON SECURITIES CORPORATION	--	Sep 30, 26	-44.85K	--
OBSIDIAN CIO, LLC	--	Sep 30, 26	-71	--
Clarity Wealth Development LLC	--	Sep 30, 26	-7.55K	--
Fingerlakes Wealth Management, Inc.	--	Sep 30, 26	-4.40K	--
FIDUCIARY FINANCIAL ADVISORS	--	Sep 30, 26	-835	--
RMG Wealth Management LLC	--	Sep 30, 26	-7.31K	--
BANK OF AMERICA CORP /DE/	11.80M	Jun 30, 26	-52.44K	28.99%
JPMORGAN CHASE & CO	2.22M	Jun 30, 26	+178.39K	5.45%
MORGAN STANLEY	1.29M	Jun 30, 26	+17.05K	3.18%
ENVESTNET ASSET MANAGEMENT INC	1.10M	Jun 30, 26	+46.43K	2.70%
MERCER GLOBAL ADVISORS INC /ADV	576.55K	Jun 30, 26	+35.99K	1.42%
Beacon Pointe Advisors, LLC	526.40K	Jun 30, 26	+20.67K	1.29%
RAYMOND JAMES FINANCIAL INC	245.92K	Jun 30, 26	-4.96K	0.60%
EP Wealth Advisors, LLC	235.93K	Jun 30, 26	+90.70K	0.58%
AMERIPRISE FINANCIAL INC	213.37K	Jun 30, 26	-18.98K	0.52%
ST GERMAIN D J CO INC	189.72K	Jun 30, 26	+3.66K	0.47%
Cetera Investment Advisers	185.21K	Jun 30, 26	+18.04K	0.45%
Forefront Analytics, LLC	140.91K	Jun 30, 26	-54.74K	0.35%
ROYAL BANK OF CANADA	125.22K	Jun 30, 26	+3.61K	0.31%
TIAA TRUST, NATIONAL ASSOCIATION	120.87K	Jun 30, 26	-1.09K	0.30%
NewEdge Advisors, LLC	96.79K	Jun 30, 26	+1.61K	0.24%
WELLS FARGO & COMPANY/MN	86.68K	Jun 30, 26	+10.26K	0.21%
Vestmark Advisory Solutions, Inc.	83.54K	Jun 30, 26	-14.80K	0.21%
GOLDMAN SACHS GROUP INC	82.96K	Jun 30, 26	+68.87K	0.20%
Cresset Asset Management, LLC	82.92K	Jun 30, 26	+446	0.20%
Equitable Holdings, Inc.	71.63K	Jun 30, 26	+348	0.18%
BSW Wealth Partners	61.43K	Jun 30, 26	-25.02K	0.15%
Balanced Rock Investment Advisors LLC	54.97K	Jun 30, 26	-3.13K	0.14%
&PARTNERS	52.90K	Jun 30, 26	+3.10K	0.13%
HSBC HOLDINGS PLC	51.01K	Jun 30, 26	+1.31K	0.13%
OSAIC HOLDINGS, INC.	43.95K	Jun 30, 26	+8.03K	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	39.61K	Jun 30, 26	-498	0.10%
Corient Private Wealth LP	34.39K	Jun 30, 26	-74.73K	0.08%
Gateway Wealth Partners, LLC	32.26K	Jun 30, 26	-37.30K	0.08%
MML INVESTORS SERVICES, LLC	31.72K	Jun 30, 26	+2.73K	0.08%
Cerity Partners LLC	24.57K	Jun 30, 26	+10.78K	0.06%
Integrated Wealth Concepts LLC	23.89K	Jun 30, 26	+1.01K	0.06%
Rockefeller Capital Management L.P.	22.45K	Jun 30, 26	+5.13K	0.06%
TWO SIGMA INVESTMENTS, LP	22.45K	Jun 30, 26	+22.45K	0.06%
WNY Asset Management, LLC	21.18K	Jun 30, 26	+379	0.05%
Ameritas Investment Partners, Inc.	20.50K	Jun 30, 26	+145	0.05%
Modern Wealth Management, LLC	19.29K	Jun 30, 26	+2.24K	0.05%
Advisory Services Network, LLC	16.67K	Jun 30, 26	--	0.04%
Tradition Wealth Management, LLC	15.39K	Jun 30, 26	-2.01K	0.04%
Per Stirling Capital Management, LLC.	13.79K	Jun 30, 26	-19	0.03%
ABOUND FINANCIAL, LLC	13.26K	Jun 30, 26	+1.42K	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	13.05K	Jun 30, 26	-64	0.03%
Estate Counselors, LLC	8.83K	Jun 30, 26	-355	0.02%
Orion Porfolio Solutions, LLC	8.49K	Jun 30, 26	+697	0.02%
Sequoia Financial Advisors, LLC	7.15K	Jun 30, 26	+7.15K	0.02%
McCartney Wealth Management LLC	6.90K	Jun 30, 26	-7	0.02%
XTX Topco Ltd	6.88K	Jun 30, 26	+1.05K	0.02%
Savvy Advisors, Inc.	6.48K	Jun 30, 26	-1.75K	0.02%
MAI Capital Management	6.33K	Jun 30, 26	+178	0.02%
Coastal Bridge Advisors, LLC	5.71K	Jun 30, 26	+5.71K	0.01%
EQ WEALTH ADVISORS, LLC	5.15K	Jun 30, 26	--	0.01%
Vantage Point Financial LLC	5.03K	Jun 30, 26	--	0.01%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	4.53K	Jun 30, 26	--	0.01%
Betterment LLC	4.17K	Jun 30, 26	+4.17K	0.01%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	3.94K	Jun 30, 26	-311	0.01%
AE Wealth Management LLC	3.15K	Jun 30, 26	-132	0.01%
Orion Capital Management LLC	2.63K	Jun 30, 26	+20	0.01%
Tower Research Capital LLC (TRC)	2.34K	Jun 30, 26	-2.75K	0.01%
Westfuller Advisors, LLC	1.97K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	1.39K	Jun 30, 26	--	0.00%
Front Row Advisors LLC	1.16K	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	835	Jun 30, 26	+835	0.00%
SHP Wealth Management	474	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	262	Jun 30, 26	+262	0.00%
VANGUARD ADVISERS INC	212	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	181	Jun 30, 26	--	0.00%
Investors Portfolio Services LLC	178	Jun 30, 26	--	0.00%
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-11.66K	--
WealthShield Partners, LLC	--	Jun 30, 26	-30.23K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-11.90K	--
Hilltop Partners LLC	--	Jun 30, 26	-5.03K	--
Envestnet Portfolio Solutions, Inc.	--	Jun 30, 26	-4.67K	--
Waverly Advisors, LLC	--	Jun 30, 26	-944	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-35.96K	--
IHT Wealth Management, LLC	--	Jun 30, 26	-4.71K	--
GTS SECURITIES LLC	--	Jun 30, 26	-20.76K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-740	--
Opes Wealth Management LLC	90.39K	Mar 31, 26	+1.23K	0.22%
CWM, LLC	47.83K	Mar 31, 26	+252	0.12%
CANANDAIGUA NATIONAL CORP	47.60K	Mar 31, 26	+47.60K	0.12%
JOURNEY STRATEGIC WEALTH LLC	30.40K	Mar 31, 26	+911	0.07%
Pathfinder Wealth Consulting, Inc.	16.24K	Mar 31, 26	--	0.04%
McIlrath & Eck, LLC	12.12K	Mar 31, 26	-77	0.03%
O'Brien Wealth Partners LLC	270.18K	Dec 31, 25	+1.89K	0.66%
LongView Asset Management LLC	51.83K	Dec 31, 25	-2.53K	0.13%
COMERICA BANK	3.22K	Dec 31, 25	-2.00K	0.01%
AllSquare Wealth Management LLC	156	Sep 30, 25	--	0.00%
Money Design Co.,Ltd.	201.10K	Jun 30, 25	-10.60K	0.49%
PrairieView Partners, LLC	30.77K	Jun 30, 25	-23	0.08%
Better Money Decisions, LLC	20.52K	Jun 30, 25	+685	0.05%
AVANTAX ADVISORY SERVICES, INC.	15.70K	Jun 30, 25	+95	0.04%
Atria Wealth Solutions, Inc.	5.39K	Jun 30, 25	+5.39K	0.01%
Orion Portfolio Solutions, LLC	5.58K	Mar 31, 25	+5.58K	0.01%
HTLF Bank	20.03K	Dec 31, 24	--	0.05%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-7.05K	--
Raymond James Financial Services Advisors, Inc.	269.76K	Sep 30, 24	+850	0.66%
RAYMOND JAMES & ASSOCIATES	46.34K	Sep 30, 24	+527	0.11%
CIC Wealth, LLC	6.98K	Sep 30, 24	--	0.02%
Carmichael Hill & Associates, Inc.	210	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	19.00K	Jun 30, 24	+7.16K	0.05%
Relative Value Partners Group, LLC	14.88K	Jun 30, 24	+14.88K	0.04%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.56K	--
Cetera Advisors LLC	134.77K	Mar 31, 24	+126.00K	0.33%
Cetera Advisor Networks LLC	27.92K	Mar 31, 24	+180	0.07%
Perella Weinberg Partners Capital Management LP	--	Mar 31, 24	-545.91K	--
Baystate Wealth Management LLC	96.24K	Dec 31, 23	+5.49K	0.24%
FOCUS FINANCIAL NETWORK INC /ADV	24.61K	Dec 31, 23	+24.61K	0.06%
DB Wealth Management Group, LLC	1.69K	Dec 31, 23	+1.06K	0.00%
ROPES WEALTH ADVISORS LLC	174.48K	Sep 30, 23	-2.96K	0.43%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	57.64K	Sep 30, 23	-9.51K	0.14%
DUBUQUE BANK & TRUST CO	8.53K	Sep 30, 23	+8.53K	0.02%
TIAA, FSB	4.69M	Jun 30, 23	-110.12K	11.51%
PFS INVESTMENTS INC.	52.06K	Jun 30, 23	-618	0.13%
Financial Architects, Inc	26.08K	Jun 30, 23	-855	0.06%
TimeScale Financial, Inc.	2.49K	Jun 30, 23	--	0.01%
HARVEST GROUP WEALTH MANAGEMENT, LLC	30.20K	Mar 31, 23	-2.56K	0.07%
Baldrige Asset Management LLC	13.74K	Mar 31, 23	+404	0.03%
Clear Perspectives Financial Planning, LLC	46	Mar 31, 23	-41	0.00%
REGENTATLANTIC CAPITAL LLC	134.15K	Sep 30, 22	+7.63K	0.33%
American Portfolios Advisors	13.78K	Sep 30, 22	-1.09K	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	12.36K	Sep 30, 22	+12.36K	0.03%
WIPFLI FINANCIAL ADVISORS LLC,	2.71K	Sep 30, 22	+2.71K	0.01%
Covington Capital Management	275	Sep 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	1.25K	Jun 30, 22	+1.25K	0.00%
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-6.98K	--
Personal Wealth Partners	--	Mar 31, 22	-5.17K	--
REILLY FINANCIAL ADVISORS, LLC	2.39K	Dec 31, 21	--	0.01%
Harborview Advisors, LLC	29.90K	Sep 30, 21	+1.20K	0.07%
BINGHAM OSBORN & SCARBOROUGH LLC	11.06K	Sep 30, 21	--	0.03%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	35.24K	Dec 31, 20	+35.24K	0.09%
Winslow, Evans & Crocker, Inc.	1.05K	Dec 31, 20	+1.05K	0.00%
First Allied Advisory Services, Inc.	27.86K	Sep 30, 20	+437	0.07%
Stearns Financial Services Group	24.68K	Sep 30, 20	+6.44K	0.06%
LifePlan Financial Group, Inc	1.18K	Sep 30, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.01K	Dec 31, 19	+2.38K	0.03%
Advisor Group, Inc.	1.82K	Dec 31, 19	-2.72K	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	934	Sep 30, 18	+934	0.00%
Virtu KCG Holdings LLC	18.33K	Jun 30, 17	-14.56K	0.05%