Nuveen ESG Mid-Cap Growth(NUMG)

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Nuveen ESG Mid-Cap Growth(NUMG)

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$47.05—

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NUMG(NUMG)

NUMG

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

Institutional Ownership

Top 185 Institutional Holders

Holder	Shares	Date	Change	% Held
Revolve Wealth Partners, LLC	25.07K	Jun 30, 26	+433	0.25%
CANANDAIGUA NATIONAL BANK & TRUST CO	10.89K	Jun 30, 26	+10.89K	0.11%
CX Institutional	7.52K	Jun 30, 26	+443	0.08%
RVW Wealth, LLC	7.12K	Jun 30, 26	-62	0.07%
Trust Co	7.00K	Jun 30, 26	+2	0.07%
MJT & Associates Financial Advisory Group, Inc.	960	Jun 30, 26	-111	0.01%
CoreCap Advisors, LLC	340	Jun 30, 26	--	0.00%
Dynamic Advisor Solutions LLC	--	Jun 30, 26	-4.98K	--
MORGAN STANLEY	1.19M	Mar 31, 26	+27.94K	11.92%
WELLS FARGO & COMPANY/MN	535.01K	Mar 31, 26	-240.53K	5.35%
ROYAL BANK OF CANADA	531.73K	Mar 31, 26	+20.13K	5.31%
Bank of New York Mellon Corp	486.40K	Mar 31, 26	+23.22K	4.86%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	414.76K	Mar 31, 26	+414.76K	4.14%
BANK OF AMERICA CORP /DE/	299.95K	Mar 31, 26	+6.07K	3.00%
LPL Financial LLC	255.67K	Mar 31, 26	-203.15K	2.55%
AMERIPRISE FINANCIAL INC	245.20K	Mar 31, 26	+14.00K	2.45%
UBS Group AG	202.17K	Mar 31, 26	+9.84K	2.02%
COMMONWEALTH EQUITY SERVICES, LLC	155.47K	Mar 31, 26	+29.79K	1.55%
RAYMOND JAMES FINANCIAL INC	104.17K	Mar 31, 26	-1.17K	1.04%
JONES FINANCIAL COMPANIES LLLP	89.53K	Mar 31, 26	+16.96K	0.89%
Cetera Investment Advisers	79.86K	Mar 31, 26	-2.13K	0.80%
Creative Planning	77.45K	Mar 31, 26	--	0.77%
Ameritas Advisory Services, LLC	72.61K	Mar 31, 26	+2.43K	0.73%
Cartesian Growth Corp	64.04K	Mar 31, 26	-17.70K	0.64%
FIDUCIARY TRUST CO	63.26K	Mar 31, 26	--	0.63%
ENVESTNET ASSET MANAGEMENT INC	62.57K	Mar 31, 26	+4.78K	0.63%
WHITTIER TRUST CO OF NEVADA INC	55.16K	Mar 31, 26	-556	0.55%
JPMORGAN CHASE & CO	47.12K	Mar 31, 26	+12.47K	0.47%
Beacon Pointe Advisors, LLC	46.44K	Mar 31, 26	+4.19K	0.46%
WCG Wealth Advisors LLC	45.44K	Mar 31, 26	+2.09K	0.45%
GOLDMAN SACHS GROUP INC	45.29K	Mar 31, 26	+25.34K	0.45%
PNC FINANCIAL SERVICES GROUP, INC.	42.67K	Mar 31, 26	+3.37K	0.43%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	38.88K	Mar 31, 26	-3.52K	0.39%
PFG Investments, LLC	33.47K	Mar 31, 26	+33.47K	0.33%
WHITTIER TRUST CO	31.44K	Mar 31, 26	-31.19K	0.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30.17K	Mar 31, 26	+3.13K	0.30%
Virtu Financial LLC	26.83K	Mar 31, 26	+26.83K	0.27%
rebel Financial LLC	26.03K	Mar 31, 26	+4.39K	0.26%
VICUS CAPITAL	21.92K	Mar 31, 26	+613	0.22%
Lido Advisors, LLC	19.34K	Mar 31, 26	+1.48K	0.19%
COMMERCE BANK	18.54K	Mar 31, 26	-552	0.19%
WealthShield Partners, LLC	18.51K	Mar 31, 26	+1.72K	0.18%
IAG Wealth Partners, LLC	16.67K	Mar 31, 26	-540	0.17%
High Note Wealth, LLC	15.93K	Mar 31, 26	-365	0.16%
Cerity Partners LLC	15.03K	Mar 31, 26	+138	0.15%
RTD Financial Advisors, Inc.	14.58K	Mar 31, 26	+263	0.15%
TIAA TRUST, NATIONAL ASSOCIATION	14.16K	Mar 31, 26	-435.48K	0.14%
NewEdge Advisors, LLC	14.15K	Mar 31, 26	-417	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	13.85K	Mar 31, 26	+706	0.14%
SOL Capital Management CO	13.82K	Mar 31, 26	+13.82K	0.14%
Cambridge Investment Research Advisors, Inc.	12.63K	Mar 31, 26	-327	0.13%
CENTRAL TRUST Co	12.28K	Mar 31, 26	-478	0.12%
COLDSTREAM CAPITAL MANAGEMENT INC	11.50K	Mar 31, 26	--	0.11%
Neumann Capital Management, LLC	11.47K	Mar 31, 26	+90	0.11%
ADVISOR GROUP HOLDINGS, INC.	11.28K	Mar 31, 26	-978	0.11%
Continuum Advisory, LLC	11.19K	Mar 31, 26	+104	0.11%
CANANDAIGUA NATIONAL CORP	10.84K	Mar 31, 26	+10.84K	0.11%
Fingerlakes Wealth Management, Inc.	10.23K	Mar 31, 26	+1.29K	0.10%
SK Wealth Management, LLC	10.09K	Mar 31, 26	-2.90K	0.10%
Private Advisor Group, LLC	10.04K	Mar 31, 26	+768	0.10%
CITADEL ADVISORS LLC	9.57K	Mar 31, 26	+2.00K	0.10%
TRUIST FINANCIAL CORP	9.39K	Mar 31, 26	+132	0.09%
CI Private Wealth, LLC	8.85K	Mar 31, 26	--	0.09%
MERCER GLOBAL ADVISORS INC /ADV	8.62K	Mar 31, 26	-968	0.09%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8.53K	Mar 31, 26	+482	0.09%
CWM, LLC	8.17K	Mar 31, 26	+64	0.08%
Simmons Bank	8.03K	Mar 31, 26	-29	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.76K	Mar 31, 26	-8.43K	0.08%
HighTower Advisors, LLC	7.76K	Mar 31, 26	-433	0.08%
IHT Wealth Management, LLC	7.34K	Mar 31, 26	-575	0.07%
SOA Wealth Advisors, LLC.	7.33K	Mar 31, 26	--	0.07%
McClarren Financial Advisors, Inc.	7.32K	Mar 31, 26	+5.46K	0.07%
EVERGREEN CAPITAL MANAGEMENT LLC	7.29K	Mar 31, 26	+45	0.07%
Larson Financial Group LLC	7.10K	Mar 31, 26	-827	0.07%
Colony Group, LLC	7.04K	Mar 31, 26	--	0.07%
WealthSpring Partners, LLC	6.87K	Mar 31, 26	--	0.07%
Financial Network Wealth Management LLC	6.73K	Mar 31, 26	+262	0.07%
Petros Family Wealth, LLC	6.46K	Mar 31, 26	-115	0.06%
Bragg Financial Advisors, Inc	6.43K	Mar 31, 26	+1.07K	0.06%
Merit Financial Group, LLC	6.40K	Mar 31, 26	-39	0.06%
Golden State Wealth Management, LLC	6.27K	Mar 31, 26	+8	0.06%
Atomi Financial Group, Inc.	6.07K	Mar 31, 26	+788	0.06%
Falcon Wealth Planning	5.69K	Mar 31, 26	+394	0.06%
FLOW TRADERS U.S. LLC	5.44K	Mar 31, 26	+5.44K	0.05%
Stratos Wealth Partners, LTD.	5.38K	Mar 31, 26	+245	0.05%
AIRE ADVISORS, LLC	5.35K	Mar 31, 26	--	0.05%
Ipsen Advisor Group LLC	5.04K	Mar 31, 26	+499	0.05%
McAdam, LLC	4.99K	Mar 31, 26	+424	0.05%
Arkos Global Advisors	4.28K	Mar 31, 26	-20	0.04%
FIFTH THIRD BANCORP	3.87K	Mar 31, 26	+1.11K	0.04%
Tower Research Capital LLC (TRC)	3.79K	Mar 31, 26	-36.70K	0.04%
Farther Finance Advisors, LLC	3.78K	Mar 31, 26	+749	0.04%
Cornerstone Planning Group LLC	3.48K	Mar 31, 26	--	0.03%
Rockefeller Capital Management L.P.	3.25K	Mar 31, 26	-278	0.03%
HUNTINGTON NATIONAL BANK	3.18K	Mar 31, 26	--	0.03%
ABOUND FINANCIAL, LLC	3.07K	Mar 31, 26	-241	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.08K	Mar 31, 26	-1	0.02%
Harbor Asset Planning, Inc.	2.06K	Mar 31, 26	--	0.02%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.94K	Mar 31, 26	+1.94K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	1.72K	Mar 31, 26	+1.72K	0.02%
FMR LLC	1.61K	Mar 31, 26	+438	0.02%
UMB Bank, n.a.	1.38K	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	1.38K	Mar 31, 26	+1.38K	0.01%
US BANCORP \DE\	1.35K	Mar 31, 26	--	0.01%
Millstone Evans Group, LLC	1.34K	Mar 31, 26	--	0.01%
MOTCO	1.25K	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.16K	Mar 31, 26	--	0.01%
Dunhill Financial, LLC	1.16K	Mar 31, 26	--	0.01%
Allworth Financial LP	1.00K	Mar 31, 26	-8	0.01%
BLAIR WILLIAM & CO/IL	913	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	830	Mar 31, 26	-276	0.01%
AdvisorNet Financial, Inc	688	Mar 31, 26	+269	0.01%
MANNING & NAPIER ADVISORS LLC	634	Mar 31, 26	-71	0.01%
Triumph Capital Management	540	Mar 31, 26	+109	0.01%
Front Row Advisors LLC	505	Mar 31, 26	--	0.01%
Urban Financial Advisory Corp	479	Mar 31, 26	+30	0.00%
MAI Capital Management	459	Mar 31, 26	+35	0.00%
Steward Partners Investment Advisory, LLC	413	Mar 31, 26	--	0.00%
Crewe Advisors LLC	303	Mar 31, 26	-3	0.00%
MCF Advisors LLC	246	Mar 31, 26	+246	0.00%
DT Investment Partners, LLC	213	Mar 31, 26	--	0.00%
IFP Advisors, Inc	194	Mar 31, 26	--	0.00%
Annis Gardner Whiting Capital Advisors, LLC	187	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	140	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	113	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	107	Mar 31, 26	--	0.00%
Rossby Financial, LCC	88	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	54	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	53	Mar 31, 26	--	0.00%
ASSETMARK, INC	31	Mar 31, 26	-103	0.00%
VANGUARD ADVISERS INC	19	Mar 31, 26	+19	0.00%
CITIGROUP INC	1	Mar 31, 26	--	0.00%
Evergreen Private Wealth LLC	--	Mar 31, 26	-6.84K	--
PFG Advisors	--	Mar 31, 26	-5.39K	--
Institute for Wealth Management, LLC.	--	Mar 31, 26	-6.76K	--
RMG Wealth Management LLC	--	Mar 31, 26	-9.60K	--
Mirae Asset Global Investments Co., Ltd.	--	Mar 31, 26	-7.70K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-1.14K	--
MML INVESTORS SERVICES, LLC	--	Mar 31, 26	-5.15K	--
Wealthcare Advisory Partners LLC	--	Mar 31, 26	-4.35K	--
MidAtlantic Capital Management, Inc.	--	Mar 31, 26	-1.06K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-179	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-32.40K	--
Values Added Financial LLC	--	Mar 31, 26	-4.22K	--
JNBA Financial Advisors	--	Mar 31, 26	-365	--
SageView Advisory Group, LLC	13.30K	Dec 31, 25	+1.25K	0.13%
COMERICA BANK	1.10K	Dec 31, 25	-1.82K	0.01%
Global Retirement Partners, LLC	43	Dec 31, 25	--	0.00%
Pandora Wealth, Inc.	20	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-217	--
Atria Wealth Solutions, Inc.	7.75K	Jun 30, 25	-1.19K	0.08%
First Horizon Advisors, Inc.	--	Jun 30, 25	-111	--
US FINANCIAL ADVISORS, LLC	14.00K	Mar 31, 25	+572	0.14%
COOK WEALTH MANAGEMENT GROUP LLC	13.82K	Mar 31, 25	-264	0.14%
Raymond James Financial Services Advisors, Inc.	94.72K	Sep 30, 24	+151	0.95%
RAYMOND JAMES TRUST N.A.	12.83K	Sep 30, 24	-1.16K	0.13%
RAYMOND JAMES & ASSOCIATES	8.06K	Sep 30, 24	-1.00K	0.08%
Private Wealth Strategies, L.L.C.	6.41K	Jun 30, 24	--	0.06%
Spotlight Asset Group, Inc.	20	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-311	--
Cetera Advisor Networks LLC	62.25K	Mar 31, 24	-899	0.62%
Cetera Advisors LLC	19.36K	Mar 31, 24	+19.36K	0.19%
Baystate Wealth Management LLC	3.30K	Dec 31, 23	-12.64K	0.03%
DB Wealth Management Group, LLC	513	Dec 31, 23	--	0.01%
TIEDEMANN ADVISORS, LLC	274.01K	Sep 30, 23	-19.98K	2.74%
TIAA, FSB	1.37M	Jun 30, 23	-101.48K	13.69%
HARVEST GROUP WEALTH MANAGEMENT, LLC	8.18K	Mar 31, 23	+3.94K	0.08%
American Portfolios Advisors	2.74K	Sep 30, 22	+1.71K	0.03%
Covington Capital Management	530	Sep 30, 22	--	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-1.13K	--
Ameritas Investment Company, LLC	55.93K	Sep 30, 21	+6.00K	0.56%
Harborview Advisors, LLC	12.52K	Sep 30, 21	+525	0.13%
Paracle Advisors, LLC	11.98K	Mar 31, 21	--	0.12%
Pinnacle Advisory Group, Inc.	6.68K	Mar 31, 21	+645	0.07%
SVA Wealth Management, LLC	6.98K	Dec 31, 20	--	0.07%
Winslow, Evans & Crocker, Inc.	690	Dec 31, 20	+690	0.01%
Watson Rebecca	8.50K	Sep 30, 20	+3.23K	0.08%
First Allied Advisory Services, Inc.	4.98K	Sep 30, 20	+4.98K	0.05%
Stearns Financial Services Group	2.09K	Sep 30, 20	+1	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.86K	Dec 31, 19	--	0.13%
Advisor Group, Inc.	183	Dec 31, 19	--	0.00%
BB&T SECURITIES, LLC	19.09K	Sep 30, 19	+731	0.19%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	476	Sep 30, 19	--	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	508	Sep 30, 18	+508	0.01%
Virtu KCG Holdings LLC	30.50K	Jun 30, 17	-14.97K	0.30%

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Holder

Date

Change

% Held

Revolve Wealth Partners, LLC

25.07K

Jun 30, 26

+433

0.25%

CANANDAIGUA NATIONAL BANK & TRUST CO

10.89K

Jun 30, 26

+10.89K

0.11%

CX Institutional

7.52K

Jun 30, 26

+443

0.08%

RVW Wealth, LLC

7.12K

Jun 30, 26

-62

0.07%

Trust Co

7.00K

Jun 30, 26

0.07%

MJT & Associates Financial Advisory Group, Inc.

960

Jun 30, 26

-111

0.01%

CoreCap Advisors, LLC

340

Jun 30, 26

0.00%

Dynamic Advisor Solutions LLC

Jun 30, 26

-4.98K

MORGAN STANLEY

1.19M

Mar 31, 26

+27.94K

11.92%

WELLS FARGO & COMPANY/MN

535.01K

Mar 31, 26

-240.53K

5.35%

ROYAL BANK OF CANADA

531.73K

Mar 31, 26

+20.13K

5.31%

Bank of New York Mellon Corp

486.40K

Mar 31, 26

+23.22K

4.86%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

414.76K

Mar 31, 26

+414.76K

4.14%

BANK OF AMERICA CORP /DE/

299.95K

Mar 31, 26

+6.07K

3.00%

LPL Financial LLC

255.67K

Mar 31, 26

-203.15K

2.55%

AMERIPRISE FINANCIAL INC

245.20K

Mar 31, 26

+14.00K

2.45%

UBS Group AG

202.17K

Mar 31, 26

+9.84K

2.02%

COMMONWEALTH EQUITY SERVICES, LLC

155.47K

Mar 31, 26

+29.79K

1.55%

RAYMOND JAMES FINANCIAL INC

104.17K

Mar 31, 26

-1.17K

1.04%

JONES FINANCIAL COMPANIES LLLP

89.53K

Mar 31, 26

+16.96K

0.89%

Cetera Investment Advisers

79.86K

Mar 31, 26

-2.13K

0.80%

Creative Planning

77.45K

Mar 31, 26

0.77%

Ameritas Advisory Services, LLC

72.61K

Mar 31, 26

+2.43K

0.73%

Cartesian Growth Corp

64.04K

Mar 31, 26

-17.70K

0.64%

FIDUCIARY TRUST CO

63.26K

Mar 31, 26

0.63%

ENVESTNET ASSET MANAGEMENT INC

62.57K

Mar 31, 26

+4.78K

0.63%

WHITTIER TRUST CO OF NEVADA INC

55.16K

Mar 31, 26

-556

0.55%

JPMORGAN CHASE & CO

47.12K

Mar 31, 26

+12.47K

0.47%

Beacon Pointe Advisors, LLC

46.44K

Mar 31, 26

+4.19K

0.46%

WCG Wealth Advisors LLC

45.44K

Mar 31, 26

+2.09K

0.45%

GOLDMAN SACHS GROUP INC

45.29K

Mar 31, 26

+25.34K

0.45%

PNC FINANCIAL SERVICES GROUP, INC.

42.67K

Mar 31, 26

+3.37K

0.43%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

38.88K

Mar 31, 26

-3.52K

0.39%

PFG Investments, LLC

33.47K

Mar 31, 26

+33.47K

0.33%

WHITTIER TRUST CO

31.44K

Mar 31, 26

-31.19K

0.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

30.17K

Mar 31, 26

+3.13K

0.30%

Virtu Financial LLC

26.83K

Mar 31, 26

+26.83K

0.27%

rebel Financial LLC

26.03K

Mar 31, 26

+4.39K

0.26%

VICUS CAPITAL

21.92K

Mar 31, 26

+613

0.22%

Lido Advisors, LLC

19.34K

Mar 31, 26

+1.48K

0.19%

COMMERCE BANK

18.54K

Mar 31, 26

-552

0.19%

WealthShield Partners, LLC

18.51K

Mar 31, 26

+1.72K

0.18%

IAG Wealth Partners, LLC

16.67K

Mar 31, 26

-540

0.17%

High Note Wealth, LLC

15.93K

Mar 31, 26

-365

0.16%

Cerity Partners LLC

15.03K

Mar 31, 26

+138

0.15%

RTD Financial Advisors, Inc.

14.58K

Mar 31, 26

+263

0.15%

TIAA TRUST, NATIONAL ASSOCIATION

14.16K

Mar 31, 26

-435.48K

0.14%

NewEdge Advisors, LLC

14.15K

Mar 31, 26

-417

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

13.85K

Mar 31, 26

+706

0.14%

SOL Capital Management CO

13.82K

Mar 31, 26

+13.82K

0.14%

Cambridge Investment Research Advisors, Inc.

12.63K

Mar 31, 26

-327

0.13%

CENTRAL TRUST Co

12.28K

Mar 31, 26

-478

0.12%

COLDSTREAM CAPITAL MANAGEMENT INC

11.50K

Mar 31, 26

0.11%

Neumann Capital Management, LLC

11.47K

Mar 31, 26

+90

0.11%

ADVISOR GROUP HOLDINGS, INC.

11.28K

Mar 31, 26

-978

0.11%

Continuum Advisory, LLC

11.19K

Mar 31, 26

+104

0.11%

CANANDAIGUA NATIONAL CORP

10.84K

Mar 31, 26

+10.84K

0.11%

Fingerlakes Wealth Management, Inc.

10.23K

Mar 31, 26

+1.29K

0.10%

SK Wealth Management, LLC

10.09K

Mar 31, 26

-2.90K

0.10%

Private Advisor Group, LLC

10.04K

Mar 31, 26

+768

0.10%

CITADEL ADVISORS LLC

9.57K

Mar 31, 26

+2.00K

0.10%

TRUIST FINANCIAL CORP

9.39K

Mar 31, 26

+132

0.09%

CI Private Wealth, LLC

8.85K

Mar 31, 26

0.09%

MERCER GLOBAL ADVISORS INC /ADV

8.62K

Mar 31, 26

-968

0.09%

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

8.53K

Mar 31, 26

+482

0.09%

CWM, LLC

8.17K

Mar 31, 26

+64

0.08%

Simmons Bank

8.03K

Mar 31, 26

-29

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.76K

Mar 31, 26

-8.43K

0.08%

HighTower Advisors, LLC

7.76K

Mar 31, 26

-433

0.08%

IHT Wealth Management, LLC

7.34K

Mar 31, 26

-575

0.07%

SOA Wealth Advisors, LLC.

7.33K

Mar 31, 26

0.07%

McClarren Financial Advisors, Inc.

7.32K

Mar 31, 26

+5.46K

0.07%

EVERGREEN CAPITAL MANAGEMENT LLC

7.29K

Mar 31, 26

+45

0.07%

Larson Financial Group LLC

7.10K

Mar 31, 26

-827

0.07%

Colony Group, LLC

7.04K

Mar 31, 26

0.07%

WealthSpring Partners, LLC

6.87K

Mar 31, 26

0.07%

Financial Network Wealth Management LLC

6.73K

Mar 31, 26

+262

0.07%

Petros Family Wealth, LLC

6.46K

Mar 31, 26

-115

0.06%

Bragg Financial Advisors, Inc

6.43K

Mar 31, 26

+1.07K

0.06%

Merit Financial Group, LLC

6.40K

Mar 31, 26

-39

0.06%

Golden State Wealth Management, LLC

6.27K

Mar 31, 26

0.06%

Atomi Financial Group, Inc.

6.07K

Mar 31, 26

+788

0.06%

Falcon Wealth Planning

5.69K

Mar 31, 26

+394

0.06%

FLOW TRADERS U.S. LLC

5.44K

Mar 31, 26

+5.44K

0.05%

Stratos Wealth Partners, LTD.

5.38K

Mar 31, 26

+245

0.05%

AIRE ADVISORS, LLC

5.35K

Mar 31, 26

0.05%

Ipsen Advisor Group LLC

5.04K

Mar 31, 26

+499

0.05%

McAdam, LLC

4.99K

Mar 31, 26

+424

0.05%

Arkos Global Advisors

4.28K

Mar 31, 26

-20

0.04%

FIFTH THIRD BANCORP

3.87K

Mar 31, 26

+1.11K

0.04%

Tower Research Capital LLC (TRC)

3.79K

Mar 31, 26

-36.70K

0.04%

Farther Finance Advisors, LLC

3.78K

Mar 31, 26

+749

0.04%

Cornerstone Planning Group LLC

3.48K

Mar 31, 26

0.03%

Rockefeller Capital Management L.P.

3.25K

Mar 31, 26

-278

0.03%

HUNTINGTON NATIONAL BANK

3.18K

Mar 31, 26

0.03%

ABOUND FINANCIAL, LLC

3.07K

Mar 31, 26

-241

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.08K

Mar 31, 26

-1

0.02%

Harbor Asset Planning, Inc.

2.06K

Mar 31, 26

0.02%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.94K

Mar 31, 26

+1.94K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

1.72K

Mar 31, 26

+1.72K

0.02%

FMR LLC

1.61K

Mar 31, 26

+438

0.02%

UMB Bank, n.a.

1.38K

Mar 31, 26

0.01%

Western Wealth Management, LLC

1.38K

Mar 31, 26

+1.38K

0.01%

US BANCORP \DE\

1.35K

Mar 31, 26

0.01%

Millstone Evans Group, LLC

1.34K

Mar 31, 26

0.01%

MOTCO

1.25K

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

1.16K

Mar 31, 26

0.01%

Dunhill Financial, LLC

1.16K

Mar 31, 26

0.01%

Allworth Financial LP

1.00K

Mar 31, 26

-8

0.01%

BLAIR WILLIAM & CO/IL

913

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

830

Mar 31, 26

-276

0.01%

AdvisorNet Financial, Inc

688

Mar 31, 26

+269

0.01%

MANNING & NAPIER ADVISORS LLC

634

Mar 31, 26

-71

0.01%

Triumph Capital Management

540

Mar 31, 26

+109

0.01%

Front Row Advisors LLC

505

Mar 31, 26

0.01%

Urban Financial Advisory Corp

479

Mar 31, 26

+30

0.00%

MAI Capital Management

459

Mar 31, 26

+35

0.00%

Steward Partners Investment Advisory, LLC

413

Mar 31, 26

0.00%

Crewe Advisors LLC

303

Mar 31, 26

-3

0.00%

MCF Advisors LLC

246

Mar 31, 26

+246

0.00%

DT Investment Partners, LLC

213

Mar 31, 26

0.00%

IFP Advisors, Inc

194

Mar 31, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

187

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

140

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

113

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

107

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-103

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+19

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

Evergreen Private Wealth LLC

Mar 31, 26

-6.84K

PFG Advisors

Mar 31, 26

-5.39K

Institute for Wealth Management, LLC.

Mar 31, 26

-6.76K

RMG Wealth Management LLC

Mar 31, 26

-9.60K

Mirae Asset Global Investments Co., Ltd.

Mar 31, 26

-7.70K

Qube Research & Technologies Ltd

Mar 31, 26

-1.14K

MML INVESTORS SERVICES, LLC

Mar 31, 26

-5.15K

Wealthcare Advisory Partners LLC

Mar 31, 26

-4.35K

MidAtlantic Capital Management, Inc.

Mar 31, 26

-1.06K

Cape Investment Advisory, Inc.

Mar 31, 26

-179

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-32.40K

Values Added Financial LLC

Mar 31, 26

-4.22K

JNBA Financial Advisors

Mar 31, 26

-365

SageView Advisory Group, LLC

13.30K

Dec 31, 25

+1.25K

0.13%

COMERICA BANK

1.10K

Dec 31, 25

-1.82K

0.01%

Global Retirement Partners, LLC

Dec 31, 25

0.00%

Pandora Wealth, Inc.

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-217

Atria Wealth Solutions, Inc.

7.75K

Jun 30, 25

-1.19K

0.08%

First Horizon Advisors, Inc.

Jun 30, 25

-111

US FINANCIAL ADVISORS, LLC

14.00K

Mar 31, 25

+572

0.14%

COOK WEALTH MANAGEMENT GROUP LLC

13.82K

Mar 31, 25

-264

0.14%

Raymond James Financial Services Advisors, Inc.

94.72K

Sep 30, 24

+151

0.95%

RAYMOND JAMES TRUST N.A.

12.83K

Sep 30, 24

-1.16K

0.13%

RAYMOND JAMES & ASSOCIATES

8.06K

Sep 30, 24

-1.00K

0.08%

Private Wealth Strategies, L.L.C.

6.41K

Jun 30, 24

0.06%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-311

Cetera Advisor Networks LLC

62.25K

Mar 31, 24

-899

0.62%

Cetera Advisors LLC

19.36K

Mar 31, 24

+19.36K

0.19%

Baystate Wealth Management LLC

3.30K

Dec 31, 23

-12.64K

0.03%

DB Wealth Management Group, LLC

513

Dec 31, 23

0.01%

TIEDEMANN ADVISORS, LLC

274.01K

Sep 30, 23

-19.98K

2.74%

TIAA, FSB

1.37M

Jun 30, 23

-101.48K

13.69%

HARVEST GROUP WEALTH MANAGEMENT, LLC

8.18K

Mar 31, 23

+3.94K

0.08%

American Portfolios Advisors

2.74K

Sep 30, 22

+1.71K

0.03%

Covington Capital Management

530

Sep 30, 22

0.01%

Private Capital Group, LLC

Jun 30, 22

-1.13K

Ameritas Investment Company, LLC

55.93K

Sep 30, 21

+6.00K

0.56%

Harborview Advisors, LLC

12.52K

Sep 30, 21

+525

0.13%

Paracle Advisors, LLC

11.98K

Mar 31, 21

0.12%

Pinnacle Advisory Group, Inc.

6.68K

Mar 31, 21

+645

0.07%

SVA Wealth Management, LLC

6.98K

Dec 31, 20

0.07%

Winslow, Evans & Crocker, Inc.

690

Dec 31, 20

+690

0.01%

Watson Rebecca

8.50K

Sep 30, 20

+3.23K

0.08%

First Allied Advisory Services, Inc.

4.98K

Sep 30, 20

+4.98K

0.05%

Stearns Financial Services Group

2.09K

Sep 30, 20

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.86K

Dec 31, 19

0.13%

Advisor Group, Inc.

183

Dec 31, 19

0.00%

BB&T SECURITIES, LLC

19.09K

Sep 30, 19

+731

0.19%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

476

Sep 30, 19

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

508

Sep 30, 18

+508

0.01%

Virtu KCG Holdings LLC

30.50K

Jun 30, 17

-14.97K

0.30%