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This page summarizes the NUEM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether NUEM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing NUEM Share Count |
|---|
| Wealthfront Advisers LLC |
653,198 |
841,216 |
+188,018 |
+28.78% |
| Colorado Capital Management Inc. |
143,695 |
177,769 |
+34,074 |
+23.71% |
| Wealth Enhancement Advisory Services LLC |
94,936 |
107,854 |
+12,918 |
+13.61% |
| Orgel Wealth Management LLC |
64,158 |
72,293 |
+8,135 |
+12.68% |
| CX Institutional |
9,688 |
10,477 |
+789 |
+8.14% |
| AdvisorNet Financial Inc |
8,539 |
9,131 |
+592 |
+6.93% |
| Raymond James Financial Services Advisors Inc. |
9,582 |
10,121 |
+539 |
+5.63% |
| Stratos Wealth Partners LTD. |
8,167 |
8,555 |
+388 |
+4.75% |
| Abacus Wealth Partners LLC |
1,003,711 |
1,038,071 |
+34,360 |
+3.42% |
| Pioneer Wealth Management Group |
34,442 |
35,565 |
+1,123 |
+3.26% |
| RVW Wealth LLC |
11,147 |
11,366 |
+219 |
+1.96% |
| Cambridge Investment Research Advisors Inc. |
235,936 |
237,998 |
+2,062 |
+0.87% |
| 13F Filers Reporting New Positions In NUEM |
|---|
| Trust Co |
0 |
81 |
+81 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CWM LLC |
852 |
852 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
265 |
265 |
UNCH |
0.00% |
| Brooklyn FI LLC |
13,180 |
13,180 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
3,497 |
3,497 |
UNCH |
0.00% |
| 13F Filers Decreasing NUEM Share Count |
|---|
| Allworth Financial LP |
1,069 |
811 |
-258 |
-24.13% |
| Raymond James & Associates |
9,259 |
8,214 |
-1,045 |
-11.29% |
| McNamara Financial Services Inc. |
21,179 |
20,305 |
-874 |
-4.13% |
| First Pacific Financial |
30,235 |
29,005 |
-1,230 |
-4.07% |
| UMB Bank N A MO |
30,683 |
29,717 |
-966 |
-3.15% |
| Walkner Condon Financial Advisors LLC |
12,526 |
12,397 |
-129 |
-1.03% |
| Lockerman Financial Group Inc. |
10,224 |
10,124 |
-100 |
-0.98% |
| 13F Filers Exiting NUEM |
|---|
| Gradient Investments LLC |
133 |
0 |
-133 |
-100.00% |
| BSW Wealth Partners |
32,960 |
0 |
-32,960 |
-100.00% |
See Summary: Institutional Holders of NUEM
See Details: Top 10 Hedge Funds Holding NUEM
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