Nuveen ESG Mid-Cap Value(NUMV)

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Nuveen ESG Mid-Cap Value(NUMV)

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NUMV(NUMV)

NUMV

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Institutional Ownership

Top 165 Institutional Holders

Holder	Shares	Date	Change	% Held
CANANDAIGUA NATIONAL BANK & TRUST CO	43.89K	Jun 30, 26	+43.89K	0.36%
Revolve Wealth Partners, LLC	28.99K	Jun 30, 26	-65	0.24%
RVW Wealth, LLC	17.11K	Jun 30, 26	--	0.14%
Trust Co	9.78K	Jun 30, 26	-498	0.08%
CX Institutional	8.57K	Jun 30, 26	-38	0.07%
Dynamic Advisor Solutions LLC	6.81K	Jun 30, 26	+126	0.06%
Wealthcare Advisory Partners LLC	5.72K	Jun 30, 26	-137	0.05%
MORGAN STANLEY	1.42M	Mar 31, 26	-45.26K	11.61%
Abacus Wealth Partners, LLC	1.01M	Mar 31, 26	+24.32K	8.27%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	870.17K	Mar 31, 26	+870.17K	7.10%
Bank of New York Mellon Corp	588.03K	Mar 31, 26	+14.47K	4.80%
ROYAL BANK OF CANADA	561.11K	Mar 31, 26	+23.60K	4.58%
RAYMOND JAMES FINANCIAL INC	387.29K	Mar 31, 26	-151.02K	3.16%
BANK OF AMERICA CORP /DE/	285.94K	Mar 31, 26	-5.63K	2.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	267.29K	Mar 31, 26	-4.57K	2.18%
UBS Group AG	264.74K	Mar 31, 26	+2.13K	2.16%
WELLS FARGO & COMPANY/MN	190.20K	Mar 31, 26	+29.56K	1.55%
COMMONWEALTH EQUITY SERVICES, LLC	180.30K	Mar 31, 26	+14.53K	1.47%
ENVESTNET ASSET MANAGEMENT INC	177.25K	Mar 31, 26	+56.48K	1.45%
JONES FINANCIAL COMPANIES LLLP	167.00K	Mar 31, 26	+31.20K	1.36%
Beacon Pointe Advisors, LLC	165.82K	Mar 31, 26	+8.67K	1.35%
LPL Financial LLC	153.61K	Mar 31, 26	-436.13K	1.25%
Rockefeller Capital Management L.P.	108.91K	Mar 31, 26	+8.96K	0.89%
Creative Planning	100.64K	Mar 31, 26	--	0.82%
WILEY BROS.-AINTREE CAPITAL, LLC	91.75K	Mar 31, 26	+31.63K	0.75%
FIDUCIARY TRUST CO	81.67K	Mar 31, 26	--	0.67%
Invera Wealth Advisors, LLC	58.15K	Mar 31, 26	-1.36K	0.47%
WCG Wealth Advisors LLC	57.35K	Mar 31, 26	+1.24K	0.47%
CANANDAIGUA NATIONAL CORP	47.24K	Mar 31, 26	+47.24K	0.39%
GOLDMAN SACHS GROUP INC	45.09K	Mar 31, 26	+45.09K	0.37%
Cetera Investment Advisers	43.87K	Mar 31, 26	+3.08K	0.36%
PNC FINANCIAL SERVICES GROUP, INC.	43.16K	Mar 31, 26	+12.54K	0.35%
Mariner, LLC	43.07K	Mar 31, 26	+5.13K	0.35%
Opes Wealth Management LLC	38.34K	Mar 31, 26	+100	0.31%
JPMORGAN CHASE & CO	35.15K	Mar 31, 26	-3.22K	0.29%
REGATTA CAPITAL GROUP, LLC	34.51K	Mar 31, 26	+2.74K	0.28%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30.71K	Mar 31, 26	+826	0.25%
rebel Financial LLC	29.77K	Mar 31, 26	+1.37K	0.24%
Cresset Asset Management, LLC	29.49K	Mar 31, 26	+916	0.24%
TIAA TRUST, NATIONAL ASSOCIATION	26.70K	Mar 31, 26	-911.76K	0.22%
WealthShield Partners, LLC	23.48K	Mar 31, 26	+1.90K	0.19%
RTD Financial Advisors, Inc.	21.86K	Mar 31, 26	-29	0.18%
CENTRAL TRUST Co	20.44K	Mar 31, 26	+3.53K	0.17%
Addison Advisors LLC	19.62K	Mar 31, 26	+260	0.16%
Parkside Financial Bank & Trust	19.18K	Mar 31, 26	--	0.16%
Fingerlakes Wealth Management, Inc.	19.13K	Mar 31, 26	+167	0.16%
NewEdge Advisors, LLC	18.84K	Mar 31, 26	-552	0.15%
MML INVESTORS SERVICES, LLC	18.70K	Mar 31, 26	-1.69K	0.15%
Carson Advisory Inc.	18.07K	Mar 31, 26	-900	0.15%
COLDSTREAM CAPITAL MANAGEMENT INC	18.01K	Mar 31, 26	--	0.15%
ADVISOR GROUP HOLDINGS, INC.	17.86K	Mar 31, 26	-2.67K	0.15%
STIFEL FINANCIAL CORP	17.38K	Mar 31, 26	-166	0.14%
VICUS CAPITAL	17.08K	Mar 31, 26	-660	0.14%
NATIXIS ADVISORS, L.P.	16.77K	Mar 31, 26	-1.25K	0.14%
Neumann Capital Management, LLC	16.18K	Mar 31, 26	+250	0.13%
Parallel Advisors, LLC	14.64K	Mar 31, 26	+500	0.12%
AMERIPRISE FINANCIAL INC	13.50K	Mar 31, 26	+911	0.11%
Tower Research Capital LLC (TRC)	13.31K	Mar 31, 26	+13.31K	0.11%
Lido Advisors, LLC	13.21K	Mar 31, 26	+1.78K	0.11%
CITADEL ADVISORS LLC	12.94K	Mar 31, 26	+12.94K	0.11%
CI Private Wealth, LLC	12.92K	Mar 31, 26	--	0.11%
Private Advisor Group, LLC	12.72K	Mar 31, 26	+1.22K	0.10%
Cambridge Investment Research Advisors, Inc.	12.16K	Mar 31, 26	+133	0.10%
COMMERCE BANK	11.93K	Mar 31, 26	-1.01K	0.10%
PFG Investments, LLC	11.63K	Mar 31, 26	+11.63K	0.09%
Fundamentum, LLC	11.45K	Mar 31, 26	--	0.09%
Betterment LLC	11.42K	Mar 31, 26	+250	0.09%
Private Wealth Management Group, LLC	10.73K	Mar 31, 26	+231	0.09%
Simmons Bank	10.64K	Mar 31, 26	-37	0.09%
LexAurum Advisors, LLC	10.00K	Mar 31, 26	+10.00K	0.08%
EVERGREEN CAPITAL MANAGEMENT LLC	9.30K	Mar 31, 26	+33	0.08%
CWM, LLC	9.14K	Mar 31, 26	-178	0.07%
Bragg Financial Advisors, Inc	9.05K	Mar 31, 26	+438	0.07%
FLOW TRADERS U.S. LLC	8.97K	Mar 31, 26	+8.97K	0.07%
Falcon Wealth Planning	8.83K	Mar 31, 26	-201	0.07%
Colony Group, LLC	8.31K	Mar 31, 26	--	0.07%
ASSETMARK, INC	7.94K	Mar 31, 26	+512	0.06%
FIRST MANHATTAN CO. LLC.	7.90K	Mar 31, 26	--	0.06%
Investor's Fiduciary Advisor Network, LLC	7.05K	Mar 31, 26	-702	0.06%
McAdam, LLC	6.90K	Mar 31, 26	+5	0.06%
Ipsen Advisor Group LLC	6.65K	Mar 31, 26	+381	0.05%
Summit Financial, LLC	6.28K	Mar 31, 26	+6.28K	0.05%
SIGNET FINANCIAL MANAGEMENT, LLC	6.28K	Mar 31, 26	--	0.05%
STAGE HARBOR FINANCIAL, LLC	5.75K	Mar 31, 26	--	0.05%
HighTower Advisors, LLC	5.72K	Mar 31, 26	+381	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.67K	Mar 31, 26	-2.47K	0.05%
Joel Adams & Associates, Inc.	5.43K	Mar 31, 26	-1.93K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	5.42K	Mar 31, 26	-2.84K	0.04%
ABOUND FINANCIAL, LLC	5.42K	Mar 31, 26	-1.65K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.22K	Mar 31, 26	-27.71K	0.04%
VestGen Advisors, LLC	5.07K	Mar 31, 26	-1.70K	0.04%
Farther Finance Advisors, LLC	4.67K	Mar 31, 26	-908	0.04%
HARBOUR INVESTMENTS, INC.	3.39K	Mar 31, 26	+1.47K	0.03%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.60K	Mar 31, 26	+2.60K	0.02%
Steward Partners Investment Advisory, LLC	2.43K	Mar 31, 26	-139	0.02%
WHITTIER TRUST CO	2.31K	Mar 31, 26	-7.50K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	2.22K	Mar 31, 26	+2.22K	0.02%
UMB Bank, n.a.	2.18K	Mar 31, 26	--	0.02%
Western Wealth Management, LLC	2.11K	Mar 31, 26	+2.11K	0.02%
Greykasell Wealth Strategies, Inc.	1.83K	Mar 31, 26	--	0.01%
FMR LLC	1.29K	Mar 31, 26	+309	0.01%
FIFTH THIRD BANCORP	1.25K	Mar 31, 26	+1.25K	0.01%
Ameritas Investment Partners, Inc.	1.18K	Mar 31, 26	--	0.01%
MANNING & NAPIER ADVISORS LLC	780	Mar 31, 26	-90	0.01%
AdvisorNet Financial, Inc	634	Mar 31, 26	+294	0.01%
MAI Capital Management	536	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	519	Mar 31, 26	--	0.00%
Urban Financial Advisory Corp	514	Mar 31, 26	-66	0.00%
Aptus Capital Advisors, LLC	505	Mar 31, 26	+40	0.00%
IAG Wealth Partners, LLC	505	Mar 31, 26	--	0.00%
IFP Advisors, Inc	469	Mar 31, 26	-14	0.00%
Crewe Advisors LLC	410	Mar 31, 26	--	0.00%
CITIGROUP INC	380	Mar 31, 26	--	0.00%
Bruce G. Allen Investments, LLC	370	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	323	Mar 31, 26	--	0.00%
MCF Advisors LLC	318	Mar 31, 26	+318	0.00%
DT Investment Partners, LLC	297	Mar 31, 26	--	0.00%
Allworth Financial LP	249	Mar 31, 26	+4	0.00%
Annis Gardner Whiting Capital Advisors, LLC	224	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	123	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	107	Mar 31, 26	+107	0.00%
Rossby Financial, LCC	93	Mar 31, 26	+32	0.00%
EverSource Wealth Advisors, LLC	68	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	68	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	50	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	35	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	19	Mar 31, 26	+19	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	14	Mar 31, 26	--	0.00%
Institute for Wealth Management, LLC.	--	Mar 31, 26	-5.80K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-499	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.46K	--
VERUS CAPITAL PARTNERS, LLC	--	Mar 31, 26	-5.28K	--
Fifth Third Wealth Advisors LLC	--	Mar 31, 26	-11.51K	--
Evergreen Private Wealth LLC	--	Mar 31, 26	-8.41K	--
Concord Wealth Partners	--	Mar 31, 26	-809	--
RMG Wealth Management LLC	--	Mar 31, 26	-11.82K	--
Heritage Wealth Advisors	25.92K	Dec 31, 25	+254	0.21%
SageView Advisory Group, LLC	16.00K	Dec 31, 25	+1.50K	0.13%
COMERICA BANK	1.36K	Dec 31, 25	-406	0.01%
Global Retirement Partners, LLC	194	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-61	--
RAYMOND JAMES & ASSOCIATES	420.13K	Sep 30, 24	+13.28K	3.43%
Raymond James Financial Services Advisors, Inc.	67.15K	Sep 30, 24	+1.95K	0.55%
Relative Value Partners Group, LLC	6.77K	Jun 30, 24	+6.77K	0.06%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-530	--
Cetera Advisors LLC	38.83K	Mar 31, 24	+38.83K	0.32%
Cetera Advisor Networks LLC	7.22K	Mar 31, 24	+349	0.06%
Retirement Group, LLC	709	Mar 31, 24	--	0.01%
Baystate Wealth Management LLC	8.52K	Dec 31, 23	-16.23K	0.07%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	12.67K	Sep 30, 23	-57	0.10%
TIAA, FSB	2.47M	Jun 30, 23	-165.16K	20.17%
BerganKDV Wealth Management, LLC	43.22K	Jun 30, 23	+16.85K	0.35%
HARVEST GROUP WEALTH MANAGEMENT, LLC	18.28K	Mar 31, 23	+3.66K	0.15%
American Portfolios Advisors	10.14K	Sep 30, 22	-3.06K	0.08%
55I, LLC	8.35K	Sep 30, 22	+8.35K	0.07%
WIPFLI FINANCIAL ADVISORS LLC,	1.11K	Sep 30, 22	+1.11K	0.01%
Covington Capital Management	905	Sep 30, 22	--	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-1.40K	--
FundX Investment Group, LLC	--	Dec 31, 21	-29.81K	--
Harborview Advisors, LLC	21.54K	Sep 30, 21	+1.76K	0.18%
Paracle Advisors, LLC	18.76K	Mar 31, 21	--	0.15%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.12K	Dec 31, 19	-800	0.10%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	523	Sep 30, 19	--	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	905	Sep 30, 18	+905	0.01%
Virtu KCG Holdings LLC	24.64K	Jun 30, 17	-14.84K	0.20%

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Holder

Date

Change

% Held

CANANDAIGUA NATIONAL BANK & TRUST CO

43.89K

Jun 30, 26

+43.89K

0.36%

Revolve Wealth Partners, LLC

28.99K

Jun 30, 26

-65

0.24%

RVW Wealth, LLC

17.11K

Jun 30, 26

0.14%

Trust Co

9.78K

Jun 30, 26

-498

0.08%

CX Institutional

8.57K

Jun 30, 26

-38

0.07%

Dynamic Advisor Solutions LLC

6.81K

Jun 30, 26

+126

0.06%

Wealthcare Advisory Partners LLC

5.72K

Jun 30, 26

-137

0.05%

MORGAN STANLEY

1.42M

Mar 31, 26

-45.26K

11.61%

Abacus Wealth Partners, LLC

1.01M

Mar 31, 26

+24.32K

8.27%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

870.17K

Mar 31, 26

+870.17K

7.10%

Bank of New York Mellon Corp

588.03K

Mar 31, 26

+14.47K

4.80%

ROYAL BANK OF CANADA

561.11K

Mar 31, 26

+23.60K

4.58%

RAYMOND JAMES FINANCIAL INC

387.29K

Mar 31, 26

-151.02K

3.16%

BANK OF AMERICA CORP /DE/

285.94K

Mar 31, 26

-5.63K

2.33%

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

267.29K

Mar 31, 26

-4.57K

2.18%

UBS Group AG

264.74K

Mar 31, 26

+2.13K

2.16%

WELLS FARGO & COMPANY/MN

190.20K

Mar 31, 26

+29.56K

1.55%

COMMONWEALTH EQUITY SERVICES, LLC

180.30K

Mar 31, 26

+14.53K

1.47%

ENVESTNET ASSET MANAGEMENT INC

177.25K

Mar 31, 26

+56.48K

1.45%

JONES FINANCIAL COMPANIES LLLP

167.00K

Mar 31, 26

+31.20K

1.36%

Beacon Pointe Advisors, LLC

165.82K

Mar 31, 26

+8.67K

1.35%

LPL Financial LLC

153.61K

Mar 31, 26

-436.13K

1.25%

Rockefeller Capital Management L.P.

108.91K

Mar 31, 26

+8.96K

0.89%

Creative Planning

100.64K

Mar 31, 26

0.82%

WILEY BROS.-AINTREE CAPITAL, LLC

91.75K

Mar 31, 26

+31.63K

0.75%

FIDUCIARY TRUST CO

81.67K

Mar 31, 26

0.67%

Invera Wealth Advisors, LLC

58.15K

Mar 31, 26

-1.36K

0.47%

WCG Wealth Advisors LLC

57.35K

Mar 31, 26

+1.24K

0.47%

CANANDAIGUA NATIONAL CORP

47.24K

Mar 31, 26

+47.24K

0.39%

GOLDMAN SACHS GROUP INC

45.09K

Mar 31, 26

+45.09K

0.37%

Cetera Investment Advisers

43.87K

Mar 31, 26

+3.08K

0.36%

PNC FINANCIAL SERVICES GROUP, INC.

43.16K

Mar 31, 26

+12.54K

0.35%

Mariner, LLC

43.07K

Mar 31, 26

+5.13K

0.35%

Opes Wealth Management LLC

38.34K

Mar 31, 26

+100

0.31%

JPMORGAN CHASE & CO

35.15K

Mar 31, 26

-3.22K

0.29%

REGATTA CAPITAL GROUP, LLC

34.51K

Mar 31, 26

+2.74K

0.28%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

30.71K

Mar 31, 26

+826

0.25%

rebel Financial LLC

29.77K

Mar 31, 26

+1.37K

0.24%

Cresset Asset Management, LLC

29.49K

Mar 31, 26

+916

0.24%

TIAA TRUST, NATIONAL ASSOCIATION

26.70K

Mar 31, 26

-911.76K

0.22%

WealthShield Partners, LLC

23.48K

Mar 31, 26

+1.90K

0.19%

RTD Financial Advisors, Inc.

21.86K

Mar 31, 26

-29

0.18%

CENTRAL TRUST Co

20.44K

Mar 31, 26

+3.53K

0.17%

Addison Advisors LLC

19.62K

Mar 31, 26

+260

0.16%

Parkside Financial Bank & Trust

19.18K

Mar 31, 26

0.16%

Fingerlakes Wealth Management, Inc.

19.13K

Mar 31, 26

+167

0.16%

NewEdge Advisors, LLC

18.84K

Mar 31, 26

-552

0.15%

MML INVESTORS SERVICES, LLC

18.70K

Mar 31, 26

-1.69K

0.15%

Carson Advisory Inc.

18.07K

Mar 31, 26

-900

0.15%

COLDSTREAM CAPITAL MANAGEMENT INC

18.01K

Mar 31, 26

0.15%

ADVISOR GROUP HOLDINGS, INC.

17.86K

Mar 31, 26

-2.67K

0.15%

STIFEL FINANCIAL CORP

17.38K

Mar 31, 26

-166

0.14%

VICUS CAPITAL

17.08K

Mar 31, 26

-660

0.14%

NATIXIS ADVISORS, L.P.

16.77K

Mar 31, 26

-1.25K

0.14%

Neumann Capital Management, LLC

16.18K

Mar 31, 26

+250

0.13%

Parallel Advisors, LLC

14.64K

Mar 31, 26

+500

0.12%

AMERIPRISE FINANCIAL INC

13.50K

Mar 31, 26

+911

0.11%

Tower Research Capital LLC (TRC)

13.31K

Mar 31, 26

+13.31K

0.11%

Lido Advisors, LLC

13.21K

Mar 31, 26

+1.78K

0.11%

CITADEL ADVISORS LLC

12.94K

Mar 31, 26

+12.94K

0.11%

CI Private Wealth, LLC

12.92K

Mar 31, 26

0.11%

Private Advisor Group, LLC

12.72K

Mar 31, 26

+1.22K

0.10%

Cambridge Investment Research Advisors, Inc.

12.16K

Mar 31, 26

+133

0.10%

COMMERCE BANK

11.93K

Mar 31, 26

-1.01K

0.10%

PFG Investments, LLC

11.63K

Mar 31, 26

+11.63K

0.09%

Fundamentum, LLC

11.45K

Mar 31, 26

0.09%

Betterment LLC

11.42K

Mar 31, 26

+250

0.09%

Private Wealth Management Group, LLC

10.73K

Mar 31, 26

+231

0.09%

Simmons Bank

10.64K

Mar 31, 26

-37

0.09%

LexAurum Advisors, LLC

10.00K

Mar 31, 26

+10.00K

0.08%

EVERGREEN CAPITAL MANAGEMENT LLC

9.30K

Mar 31, 26

+33

0.08%

CWM, LLC

9.14K

Mar 31, 26

-178

0.07%

Bragg Financial Advisors, Inc

9.05K

Mar 31, 26

+438

0.07%

FLOW TRADERS U.S. LLC

8.97K

Mar 31, 26

+8.97K

0.07%

Falcon Wealth Planning

8.83K

Mar 31, 26

-201

0.07%

Colony Group, LLC

8.31K

Mar 31, 26

0.07%

ASSETMARK, INC

7.94K

Mar 31, 26

+512

0.06%

FIRST MANHATTAN CO. LLC.

7.90K

Mar 31, 26

0.06%

Investor's Fiduciary Advisor Network, LLC

7.05K

Mar 31, 26

-702

0.06%

McAdam, LLC

6.90K

Mar 31, 26

0.06%

Ipsen Advisor Group LLC

6.65K

Mar 31, 26

+381

0.05%

Summit Financial, LLC

6.28K

Mar 31, 26

+6.28K

0.05%

SIGNET FINANCIAL MANAGEMENT, LLC

6.28K

Mar 31, 26

0.05%

STAGE HARBOR FINANCIAL, LLC

5.75K

Mar 31, 26

0.05%

HighTower Advisors, LLC

5.72K

Mar 31, 26

+381

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.67K

Mar 31, 26

-2.47K

0.05%

Joel Adams & Associates, Inc.

5.43K

Mar 31, 26

-1.93K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

5.42K

Mar 31, 26

-2.84K

0.04%

ABOUND FINANCIAL, LLC

5.42K

Mar 31, 26

-1.65K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.22K

Mar 31, 26

-27.71K

0.04%

VestGen Advisors, LLC

5.07K

Mar 31, 26

-1.70K

0.04%

Farther Finance Advisors, LLC

4.67K

Mar 31, 26

-908

0.04%

HARBOUR INVESTMENTS, INC.

3.39K

Mar 31, 26

+1.47K

0.03%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.60K

Mar 31, 26

+2.60K

0.02%

Steward Partners Investment Advisory, LLC

2.43K

Mar 31, 26

-139

0.02%

WHITTIER TRUST CO

2.31K

Mar 31, 26

-7.50K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

2.22K

Mar 31, 26

+2.22K

0.02%

UMB Bank, n.a.

2.18K

Mar 31, 26

0.02%

Western Wealth Management, LLC

2.11K

Mar 31, 26

+2.11K

0.02%

Greykasell Wealth Strategies, Inc.

1.83K

Mar 31, 26

0.01%

FMR LLC

1.29K

Mar 31, 26

+309

0.01%

FIFTH THIRD BANCORP

1.25K

Mar 31, 26

+1.25K

0.01%

Ameritas Investment Partners, Inc.

1.18K

Mar 31, 26

0.01%

MANNING & NAPIER ADVISORS LLC

780

Mar 31, 26

-90

0.01%

AdvisorNet Financial, Inc

634

Mar 31, 26

+294

0.01%

MAI Capital Management

536

Mar 31, 26

0.00%

Millstone Evans Group, LLC

519

Mar 31, 26

0.00%

Urban Financial Advisory Corp

514

Mar 31, 26

-66

0.00%

Aptus Capital Advisors, LLC

505

Mar 31, 26

+40

0.00%

IAG Wealth Partners, LLC

505

Mar 31, 26

0.00%

IFP Advisors, Inc

469

Mar 31, 26

-14

0.00%

Crewe Advisors LLC

410

Mar 31, 26

0.00%

CITIGROUP INC

380

Mar 31, 26

0.00%

Bruce G. Allen Investments, LLC

370

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

323

Mar 31, 26

0.00%

MCF Advisors LLC

318

Mar 31, 26

+318

0.00%

DT Investment Partners, LLC

297

Mar 31, 26

0.00%

Allworth Financial LP

249

Mar 31, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

224

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

123

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

107

Mar 31, 26

+107

0.00%

Rossby Financial, LCC

Mar 31, 26

+32

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+19

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Institute for Wealth Management, LLC.

Mar 31, 26

-5.80K

Cape Investment Advisory, Inc.

Mar 31, 26

-499

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.46K

VERUS CAPITAL PARTNERS, LLC

Mar 31, 26

-5.28K

Fifth Third Wealth Advisors LLC

Mar 31, 26

-11.51K

Evergreen Private Wealth LLC

Mar 31, 26

-8.41K

Concord Wealth Partners

Mar 31, 26

-809

RMG Wealth Management LLC

Mar 31, 26

-11.82K

Heritage Wealth Advisors

25.92K

Dec 31, 25

+254

0.21%

SageView Advisory Group, LLC

16.00K

Dec 31, 25

+1.50K

0.13%

COMERICA BANK

1.36K

Dec 31, 25

-406

0.01%

Global Retirement Partners, LLC

194

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-61

RAYMOND JAMES & ASSOCIATES

420.13K

Sep 30, 24

+13.28K

3.43%

Raymond James Financial Services Advisors, Inc.

67.15K

Sep 30, 24

+1.95K

0.55%

Relative Value Partners Group, LLC

6.77K

Jun 30, 24

+6.77K

0.06%

ICA Group Wealth Management, LLC

Jun 30, 24

-530

Cetera Advisors LLC

38.83K

Mar 31, 24

+38.83K

0.32%

Cetera Advisor Networks LLC

7.22K

Mar 31, 24

+349

0.06%

Retirement Group, LLC

709

Mar 31, 24

0.01%

Baystate Wealth Management LLC

8.52K

Dec 31, 23

-16.23K

0.07%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

12.67K

Sep 30, 23

-57

0.10%

TIAA, FSB

2.47M

Jun 30, 23

-165.16K

20.17%

BerganKDV Wealth Management, LLC

43.22K

Jun 30, 23

+16.85K

0.35%

HARVEST GROUP WEALTH MANAGEMENT, LLC

18.28K

Mar 31, 23

+3.66K

0.15%

American Portfolios Advisors

10.14K

Sep 30, 22

-3.06K

0.08%

55I, LLC

8.35K

Sep 30, 22

+8.35K

0.07%

WIPFLI FINANCIAL ADVISORS LLC,

1.11K

Sep 30, 22

+1.11K

0.01%

Covington Capital Management

905

Sep 30, 22

0.01%

Private Capital Group, LLC

Jun 30, 22

-1.40K

FundX Investment Group, LLC

Dec 31, 21

-29.81K

Harborview Advisors, LLC

21.54K

Sep 30, 21

+1.76K

0.18%

Paracle Advisors, LLC

18.76K

Mar 31, 21

0.15%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.12K

Dec 31, 19

-800

0.10%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

523

Sep 30, 19

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

905

Sep 30, 18

+905

0.01%

Virtu KCG Holdings LLC

24.64K

Jun 30, 17

-14.84K

0.20%