Nuveen ESG Mid-Cap Growth(NUMG)

$48.08—Stale · unknown old

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Nuveen ESG Mid-Cap Growth(NUMG)

USBATS • Last print unknown ago

$48.08—Stale · unknown old

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NUMG(NUMG)

NUMG

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Institutional Ownership

Top 188 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	900.90K	Jun 30, 26	-292.37K	9.00%
ROYAL BANK OF CANADA	541.14K	Jun 30, 26	+9.41K	5.41%
Bank of New York Mellon Corp	517.03K	Jun 30, 26	+30.63K	5.17%
WELLS FARGO & COMPANY/MN	486.73K	Jun 30, 26	-48.27K	4.86%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	393.43K	Jun 30, 26	-21.33K	3.93%
BANK OF AMERICA CORP /DE/	300.65K	Jun 30, 26	+702	3.00%
LPL Financial LLC	255.68K	Jun 30, 26	+14	2.55%
AMERIPRISE FINANCIAL INC	207.74K	Jun 30, 26	-37.46K	2.08%
UBS Group AG	202.50K	Jun 30, 26	+326	2.02%
COMMONWEALTH EQUITY SERVICES, LLC	161.52K	Jun 30, 26	+6.05K	1.61%
Ameritas Advisory Services, LLC	140.22K	Jun 30, 26	+67.60K	1.40%
JONES FINANCIAL COMPANIES LLLP	114.21K	Jun 30, 26	+24.68K	1.14%
RAYMOND JAMES FINANCIAL INC	90.01K	Jun 30, 26	-14.16K	0.90%
Cetera Investment Advisers	81.09K	Jun 30, 26	+1.23K	0.81%
Creative Planning	77.86K	Jun 30, 26	+402	0.78%
Cartesian Growth Corp	64.04K	Jun 30, 26	--	0.64%
FIDUCIARY TRUST CO	63.26K	Jun 30, 26	--	0.63%
ENVESTNET ASSET MANAGEMENT INC	61.86K	Jun 30, 26	-706	0.62%
WCG Wealth Advisors LLC	59.02K	Jun 30, 26	+13.58K	0.59%
WHITTIER TRUST CO OF NEVADA INC	55.57K	Jun 30, 26	+411	0.56%
Beacon Pointe Advisors, LLC	46.12K	Jun 30, 26	-324	0.46%
PNC FINANCIAL SERVICES GROUP, INC.	42.57K	Jun 30, 26	-100	0.43%
JPMORGAN CHASE & CO	36.37K	Jun 30, 26	-10.75K	0.36%
PFG Investments, LLC	32.67K	Jun 30, 26	-793	0.33%
WHITTIER TRUST CO	31.32K	Jun 30, 26	-117	0.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29.32K	Jun 30, 26	-846	0.29%
GOLDMAN SACHS GROUP INC	28.88K	Jun 30, 26	-16.42K	0.29%
CITADEL ADVISORS LLC	25.77K	Jun 30, 26	+16.20K	0.26%
Revolve Wealth Partners, LLC	25.07K	Jun 30, 26	+433	0.25%
VICUS CAPITAL	22.34K	Jun 30, 26	+420	0.22%
Lido Advisors, LLC	18.38K	Jun 30, 26	-960	0.18%
Farther Finance Advisors, LLC	17.80K	Jun 30, 26	+14.03K	0.18%
COMMERCE BANK	17.21K	Jun 30, 26	-1.33K	0.17%
NewEdge Advisors, LLC	16.54K	Jun 30, 26	+2.39K	0.17%
Cerity Partners LLC	14.92K	Jun 30, 26	-112	0.15%
RTD Financial Advisors, Inc.	14.58K	Jun 30, 26	-1	0.15%
High Note Wealth, LLC	14.32K	Jun 30, 26	-1.61K	0.14%
TIAA TRUST, NATIONAL ASSOCIATION	14.20K	Jun 30, 26	+45	0.14%
Napier Financial, LLC	13.92K	Jun 30, 26	+923	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	13.55K	Jun 30, 26	-300	0.14%
SageView Advisory Group, LLC	13.30K	Jun 30, 26	--	0.13%
ADVISOR GROUP HOLDINGS, INC.	12.96K	Jun 30, 26	+1.68K	0.13%
Cambridge Investment Research Advisors, Inc.	12.62K	Jun 30, 26	-18	0.13%
Continuum Advisory, LLC	12.57K	Jun 30, 26	+1.38K	0.13%
IAG Wealth Partners, LLC	12.42K	Jun 30, 26	-4.26K	0.12%
COLDSTREAM CAPITAL MANAGEMENT INC	11.50K	Jun 30, 26	--	0.11%
NATIXIS ADVISORS, L.P.	11.50K	Jun 30, 26	+11.50K	0.11%
CENTRAL TRUST Co	10.97K	Jun 30, 26	-1.31K	0.11%
CANANDAIGUA NATIONAL BANK & TRUST CO	10.89K	Jun 30, 26	+10.89K	0.11%
Fingerlakes Wealth Management, Inc.	10.81K	Jun 30, 26	+581	0.11%
Virtu Financial LLC	10.64K	Jun 30, 26	-16.19K	0.11%
Atomi Financial Group, Inc.	9.64K	Jun 30, 26	+3.57K	0.10%
TRUIST FINANCIAL CORP	9.48K	Jun 30, 26	+94	0.09%
MERCER GLOBAL ADVISORS INC /ADV	9.22K	Jun 30, 26	+599	0.09%
Private Advisor Group, LLC	9.21K	Jun 30, 26	-829	0.09%
CI Private Wealth, LLC	8.85K	Jun 30, 26	--	0.09%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8.71K	Jun 30, 26	+176	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.70K	Jun 30, 26	+938	0.09%
Larson Financial Group LLC	7.99K	Jun 30, 26	+892	0.08%
HighTower Advisors, LLC	7.91K	Jun 30, 26	+151	0.08%
CX Institutional	7.52K	Jun 30, 26	+443	0.08%
McClarren Financial Advisors, Inc.	7.49K	Jun 30, 26	+179	0.07%
SOA Wealth Advisors, LLC.	7.33K	Jun 30, 26	--	0.07%
SK Wealth Management, LLC	7.27K	Jun 30, 26	-2.82K	0.07%
Simmons Bank	7.24K	Jun 30, 26	-789	0.07%
RVW Wealth, LLC	7.12K	Jun 30, 26	-62	0.07%
Trust Co	7.00K	Jun 30, 26	+2	0.07%
WealthSpring Partners, LLC	6.84K	Jun 30, 26	-32	0.07%
Financial Network Wealth Management LLC	6.73K	Jun 30, 26	-4	0.07%
Golden State Wealth Management, LLC	6.68K	Jun 30, 26	+410	0.07%
Colony Group, LLC	6.55K	Jun 30, 26	-488	0.07%
Bragg Financial Advisors, Inc	6.43K	Jun 30, 26	--	0.06%
Merit Financial Group, LLC	6.35K	Jun 30, 26	-45	0.06%
Mariner, LLC	6.28K	Jun 30, 26	+6.28K	0.06%
IHT Wealth Management, LLC	6.25K	Jun 30, 26	-1.09K	0.06%
Institute for Wealth Management, LLC.	5.88K	Jun 30, 26	+5.88K	0.06%
JANE STREET GROUP, LLC	5.67K	Jun 30, 26	+5.67K	0.06%
Tower Research Capital LLC (TRC)	5.60K	Jun 30, 26	+1.81K	0.06%
Falcon Wealth Planning	5.49K	Jun 30, 26	-200	0.05%
Petros Family Wealth, LLC	5.48K	Jun 30, 26	-981	0.05%
Stratos Wealth Partners, LTD.	5.47K	Jun 30, 26	+97	0.05%
AIRE ADVISORS, LLC	5.35K	Jun 30, 26	--	0.05%
Ipsen Advisor Group LLC	5.22K	Jun 30, 26	+182	0.05%
Kelsey Financial, LLC	5.10K	Jun 30, 26	-52	0.05%
McAdam, LLC	4.88K	Jun 30, 26	-114	0.05%
MML INVESTORS SERVICES, LLC	4.68K	Jun 30, 26	+4.68K	0.05%
PFG Advisors	4.53K	Jun 30, 26	+4.53K	0.05%
Marshall Financial Group LLC	4.34K	Jun 30, 26	+4.34K	0.04%
FIFTH THIRD BANCORP	3.60K	Jun 30, 26	-271	0.04%
Cornerstone Planning Group LLC	3.48K	Jun 30, 26	--	0.03%
EP Wealth Advisors, LLC	3.30K	Jun 30, 26	+3.30K	0.03%
HUNTINGTON NATIONAL BANK	3.18K	Jun 30, 26	--	0.03%
Rockefeller Capital Management L.P.	3.12K	Jun 30, 26	-129	0.03%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.20K	Jun 30, 26	+258	0.02%
Harbor Asset Planning, Inc.	2.06K	Jun 30, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.91K	Jun 30, 26	-166	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	1.72K	Jun 30, 26	--	0.02%
AdvisorNet Financial, Inc	1.55K	Jun 30, 26	+866	0.02%
UMB Bank, n.a.	1.38K	Jun 30, 26	--	0.01%
US BANCORP \DE\	1.35K	Jun 30, 26	--	0.01%
Millstone Evans Group, LLC	1.34K	Jun 30, 26	--	0.01%
MOTCO	1.25K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	1.21K	Jun 30, 26	+50	0.01%
Dunhill Financial, LLC	1.16K	Jun 30, 26	--	0.01%
ABOUND FINANCIAL, LLC	1.03K	Jun 30, 26	-2.04K	0.01%
Allworth Financial LP	1.00K	Jun 30, 26	--	0.01%
MJT & Associates Financial Advisory Group, Inc.	960	Jun 30, 26	-111	0.01%
BLAIR WILLIAM & CO/IL	913	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	833	Jun 30, 26	+3	0.01%
FMR LLC	801	Jun 30, 26	-812	0.01%
MANNING & NAPIER ADVISORS LLC	666	Jun 30, 26	+32	0.01%
Triumph Capital Management	540	Jun 30, 26	--	0.01%
Front Row Advisors LLC	505	Jun 30, 26	--	0.01%
Urban Financial Advisory Corp	479	Jun 30, 26	--	0.00%
TIAA Wealth Investment Management LLC	442	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	413	Jun 30, 26	--	0.00%
Three Bearings Fiduciary Advisors, Inc.	353	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	340	Jun 30, 26	--	0.00%
Sunrise Financial Services, LLC	306	Jun 30, 26	--	0.00%
Crewe Advisors LLC	303	Jun 30, 26	--	0.00%
MCF Advisors LLC	246	Jun 30, 26	--	0.00%
DT Investment Partners, LLC	227	Jun 30, 26	+14	0.00%
Rossby Financial, LCC	200	Jun 30, 26	+112	0.00%
Integrated Wealth Concepts LLC	198	Jun 30, 26	+198	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	140	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	113	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	107	Jun 30, 26	--	0.00%
IFP Advisors, Inc	69	Jun 30, 26	-125	0.00%
Cape Investment Advisory, Inc.	59	Jun 30, 26	+59	0.00%
NBC SECURITIES, INC.	54	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	53	Jun 30, 26	--	0.00%
ASSETMARK, INC	31	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	19	Jun 30, 26	+19	0.00%
VANGUARD ADVISERS INC	18	Jun 30, 26	-1	0.00%
BlackRock, Inc.	2	Jun 30, 26	+2	0.00%
WealthShield Partners, LLC	--	Jun 30, 26	-18.51K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-187	--
Neumann Capital Management, LLC	--	Jun 30, 26	-11.47K	--
MAI Capital Management	--	Jun 30, 26	-459	--
Arkos Global Advisors	--	Jun 30, 26	-4.28K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.38K	--
EVERGREEN CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-7.29K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-5.44K	--
Dynamic Advisor Solutions LLC	--	Jun 30, 26	-4.98K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-38.88K	--
CITIGROUP INC	--	Jun 30, 26	-1	--
rebel Financial LLC	26.03K	Mar 31, 26	+4.39K	0.26%
SOL Capital Management CO	13.82K	Mar 31, 26	+13.82K	0.14%
CANANDAIGUA NATIONAL CORP	10.84K	Mar 31, 26	+10.84K	0.11%
CWM, LLC	8.17K	Mar 31, 26	+64	0.08%
COMERICA BANK	1.10K	Dec 31, 25	-1.82K	0.01%
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

MORGAN STANLEY

900.90K

Jun 30, 26

-292.37K

9.00%

ROYAL BANK OF CANADA

541.14K

Jun 30, 26

+9.41K

5.41%

Bank of New York Mellon Corp

517.03K

Jun 30, 26

+30.63K

5.17%

WELLS FARGO & COMPANY/MN

486.73K

Jun 30, 26

-48.27K

4.86%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

393.43K

Jun 30, 26

-21.33K

3.93%

BANK OF AMERICA CORP /DE/

300.65K

Jun 30, 26

+702

3.00%

LPL Financial LLC

255.68K

Jun 30, 26

+14

2.55%

AMERIPRISE FINANCIAL INC

207.74K

Jun 30, 26

-37.46K

2.08%

UBS Group AG

202.50K

Jun 30, 26

+326

2.02%

COMMONWEALTH EQUITY SERVICES, LLC

161.52K

Jun 30, 26

+6.05K

1.61%

Ameritas Advisory Services, LLC

140.22K

Jun 30, 26

+67.60K

1.40%

JONES FINANCIAL COMPANIES LLLP

114.21K

Jun 30, 26

+24.68K

1.14%

RAYMOND JAMES FINANCIAL INC

90.01K

Jun 30, 26

-14.16K

0.90%

Cetera Investment Advisers

81.09K

Jun 30, 26

+1.23K

0.81%

Creative Planning

77.86K

Jun 30, 26

+402

0.78%

Cartesian Growth Corp

64.04K

Jun 30, 26

0.64%

FIDUCIARY TRUST CO

63.26K

Jun 30, 26

0.63%

ENVESTNET ASSET MANAGEMENT INC

61.86K

Jun 30, 26

-706

0.62%

WCG Wealth Advisors LLC

59.02K

Jun 30, 26

+13.58K

0.59%

WHITTIER TRUST CO OF NEVADA INC

55.57K

Jun 30, 26

+411

0.56%

Beacon Pointe Advisors, LLC

46.12K

Jun 30, 26

-324

0.46%

PNC FINANCIAL SERVICES GROUP, INC.

42.57K

Jun 30, 26

-100

0.43%

JPMORGAN CHASE & CO

36.37K

Jun 30, 26

-10.75K

0.36%

PFG Investments, LLC

32.67K

Jun 30, 26

-793

0.33%

WHITTIER TRUST CO

31.32K

Jun 30, 26

-117

0.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

29.32K

Jun 30, 26

-846

0.29%

GOLDMAN SACHS GROUP INC

28.88K

Jun 30, 26

-16.42K

0.29%

CITADEL ADVISORS LLC

25.77K

Jun 30, 26

+16.20K

0.26%

Revolve Wealth Partners, LLC

25.07K

Jun 30, 26

+433

0.25%

VICUS CAPITAL

22.34K

Jun 30, 26

+420

0.22%

Lido Advisors, LLC

18.38K

Jun 30, 26

-960

0.18%

Farther Finance Advisors, LLC

17.80K

Jun 30, 26

+14.03K

0.18%

COMMERCE BANK

17.21K

Jun 30, 26

-1.33K

0.17%

NewEdge Advisors, LLC

16.54K

Jun 30, 26

+2.39K

0.17%

Cerity Partners LLC

14.92K

Jun 30, 26

-112

0.15%

RTD Financial Advisors, Inc.

14.58K

Jun 30, 26

-1

0.15%

High Note Wealth, LLC

14.32K

Jun 30, 26

-1.61K

0.14%

TIAA TRUST, NATIONAL ASSOCIATION

14.20K

Jun 30, 26

+45

0.14%

Napier Financial, LLC

13.92K

Jun 30, 26

+923

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

13.55K

Jun 30, 26

-300

0.14%

SageView Advisory Group, LLC

13.30K

Jun 30, 26

0.13%

ADVISOR GROUP HOLDINGS, INC.

12.96K

Jun 30, 26

+1.68K

0.13%

Cambridge Investment Research Advisors, Inc.

12.62K

Jun 30, 26

-18

0.13%

Continuum Advisory, LLC

12.57K

Jun 30, 26

+1.38K

0.13%

IAG Wealth Partners, LLC

12.42K

Jun 30, 26

-4.26K

0.12%

COLDSTREAM CAPITAL MANAGEMENT INC

11.50K

Jun 30, 26

0.11%

NATIXIS ADVISORS, L.P.

11.50K

Jun 30, 26

+11.50K

0.11%

CENTRAL TRUST Co

10.97K

Jun 30, 26

-1.31K

0.11%

CANANDAIGUA NATIONAL BANK & TRUST CO

10.89K

Jun 30, 26

+10.89K

0.11%

Fingerlakes Wealth Management, Inc.

10.81K

Jun 30, 26

+581

0.11%

Virtu Financial LLC

10.64K

Jun 30, 26

-16.19K

0.11%

Atomi Financial Group, Inc.

9.64K

Jun 30, 26

+3.57K

0.10%

TRUIST FINANCIAL CORP

9.48K

Jun 30, 26

+94

0.09%

MERCER GLOBAL ADVISORS INC /ADV

9.22K

Jun 30, 26

+599

0.09%

Private Advisor Group, LLC

9.21K

Jun 30, 26

-829

0.09%

CI Private Wealth, LLC

8.85K

Jun 30, 26

0.09%

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

8.71K

Jun 30, 26

+176

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

8.70K

Jun 30, 26

+938

0.09%

Larson Financial Group LLC

7.99K

Jun 30, 26

+892

0.08%

HighTower Advisors, LLC

7.91K

Jun 30, 26

+151

0.08%

CX Institutional

7.52K

Jun 30, 26

+443

0.08%

McClarren Financial Advisors, Inc.

7.49K

Jun 30, 26

+179

0.07%

SOA Wealth Advisors, LLC.

7.33K

Jun 30, 26

0.07%

SK Wealth Management, LLC

7.27K

Jun 30, 26

-2.82K

0.07%

Simmons Bank

7.24K

Jun 30, 26

-789

0.07%

RVW Wealth, LLC

7.12K

Jun 30, 26

-62

0.07%

Trust Co

7.00K

Jun 30, 26

0.07%

WealthSpring Partners, LLC

6.84K

Jun 30, 26

-32

0.07%

Financial Network Wealth Management LLC

6.73K

Jun 30, 26

-4

0.07%

Golden State Wealth Management, LLC

6.68K

Jun 30, 26

+410

0.07%

Colony Group, LLC

6.55K

Jun 30, 26

-488

0.07%

Bragg Financial Advisors, Inc

6.43K

Jun 30, 26

0.06%

Merit Financial Group, LLC

6.35K

Jun 30, 26

-45

0.06%

Mariner, LLC

6.28K

Jun 30, 26

+6.28K

0.06%

IHT Wealth Management, LLC

6.25K

Jun 30, 26

-1.09K

0.06%

Institute for Wealth Management, LLC.

5.88K

Jun 30, 26

+5.88K

0.06%

JANE STREET GROUP, LLC

5.67K

Jun 30, 26

+5.67K

0.06%

Tower Research Capital LLC (TRC)

5.60K

Jun 30, 26

+1.81K

0.06%

Falcon Wealth Planning

5.49K

Jun 30, 26

-200

0.05%

Petros Family Wealth, LLC

5.48K

Jun 30, 26

-981

0.05%

Stratos Wealth Partners, LTD.

5.47K

Jun 30, 26

+97

0.05%

AIRE ADVISORS, LLC

5.35K

Jun 30, 26

0.05%

Ipsen Advisor Group LLC

5.22K

Jun 30, 26

+182

0.05%

Kelsey Financial, LLC

5.10K

Jun 30, 26

-52

0.05%

McAdam, LLC

4.88K

Jun 30, 26

-114

0.05%

MML INVESTORS SERVICES, LLC

4.68K

Jun 30, 26

+4.68K

0.05%

PFG Advisors

4.53K

Jun 30, 26

+4.53K

0.05%

Marshall Financial Group LLC

4.34K

Jun 30, 26

+4.34K

0.04%

FIFTH THIRD BANCORP

3.60K

Jun 30, 26

-271

0.04%

Cornerstone Planning Group LLC

3.48K

Jun 30, 26

0.03%

EP Wealth Advisors, LLC

3.30K

Jun 30, 26

+3.30K

0.03%

HUNTINGTON NATIONAL BANK

3.18K

Jun 30, 26

0.03%

Rockefeller Capital Management L.P.

3.12K

Jun 30, 26

-129

0.03%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.20K

Jun 30, 26

+258

0.02%

Harbor Asset Planning, Inc.

2.06K

Jun 30, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.91K

Jun 30, 26

-166

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

1.72K

Jun 30, 26

0.02%

AdvisorNet Financial, Inc

1.55K

Jun 30, 26

+866

0.02%

UMB Bank, n.a.

1.38K

Jun 30, 26

0.01%

US BANCORP \DE\

1.35K

Jun 30, 26

0.01%

Millstone Evans Group, LLC

1.34K

Jun 30, 26

0.01%

MOTCO

1.25K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

1.21K

Jun 30, 26

+50

0.01%

Dunhill Financial, LLC

1.16K

Jun 30, 26

0.01%

ABOUND FINANCIAL, LLC

1.03K

Jun 30, 26

-2.04K

0.01%

Allworth Financial LP

1.00K

Jun 30, 26

0.01%

MJT & Associates Financial Advisory Group, Inc.

960

Jun 30, 26

-111

0.01%

BLAIR WILLIAM & CO/IL

913

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

833

Jun 30, 26

0.01%

FMR LLC

801

Jun 30, 26

-812

0.01%

MANNING & NAPIER ADVISORS LLC

666

Jun 30, 26

+32

0.01%

Triumph Capital Management

540

Jun 30, 26

0.01%

Front Row Advisors LLC

505

Jun 30, 26

0.01%

Urban Financial Advisory Corp

479

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

442

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

413

Jun 30, 26

0.00%

Three Bearings Fiduciary Advisors, Inc.

353

Jun 30, 26

0.00%

CoreCap Advisors, LLC

340

Jun 30, 26

0.00%

Sunrise Financial Services, LLC

306

Jun 30, 26

0.00%

Crewe Advisors LLC

303

Jun 30, 26

0.00%

MCF Advisors LLC

246

Jun 30, 26

0.00%

DT Investment Partners, LLC

227

Jun 30, 26

+14

0.00%

Rossby Financial, LCC

200

Jun 30, 26

+112

0.00%

Integrated Wealth Concepts LLC

198

Jun 30, 26

+198

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

140

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

113

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

107

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

-125

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+59

0.00%

NBC SECURITIES, INC.

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+19

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-1

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-18.51K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-187

Neumann Capital Management, LLC

Jun 30, 26

-11.47K

MAI Capital Management

Jun 30, 26

-459

Arkos Global Advisors

Jun 30, 26

-4.28K

Western Wealth Management, LLC

Jun 30, 26

-1.38K

EVERGREEN CAPITAL MANAGEMENT LLC

Jun 30, 26

-7.29K

FLOW TRADERS U.S. LLC

Jun 30, 26

-5.44K

Dynamic Advisor Solutions LLC

Jun 30, 26

-4.98K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-38.88K

CITIGROUP INC

Jun 30, 26

-1

rebel Financial LLC

26.03K

Mar 31, 26

+4.39K

0.26%

SOL Capital Management CO

13.82K

Mar 31, 26

+13.82K

0.14%

CANANDAIGUA NATIONAL CORP

10.84K

Mar 31, 26

+10.84K

0.11%

CWM, LLC

8.17K

Mar 31, 26

+64

0.08%

COMERICA BANK

1.10K

Dec 31, 25

-1.82K

0.01%

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%