Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree NUBD Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of NUBD

There is a long list of 94 institutional holders of NUBD within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of NUBD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-NUBD table below, the initial column indicates the name of each top institutional holder of NUBD, with a link to that fund's top holdings. The next columns indicate the amount of NUBD stock held by each of the institutional holders of NUBD, followed by the NUBD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Cambridge Investment Research Advisors Inc.1,123,056$24,674 03/31/2024
     NUBD1,123,056$24,674 03/31/2024
Envestnet Portfolio Solutions Inc.798,888$17,783 12/31/2023
     NUBD798,888$17,783 12/31/2023
Morgan Stanley681,695$15,175 12/31/2023
     NUBD681,695$15,175 12/31/2023
Envestnet Asset Management Inc.550,383$12,252 12/31/2023
     NUBD550,383$12,252 12/31/2023
Bank of America Corp DE453,079$10,086 12/31/2023
     NUBD453,079$10,086 12/31/2023
Bank of New York Mellon Corp412,788$9,069 03/31/2024
     NUBD412,788$9,069 03/31/2024
WCG Wealth Advisors LLC272,272$6,061 12/31/2023
     NUBD272,272$6,061 12/31/2023
Colony Group LLC271,447$6,042 12/31/2023
     NUBD271,447$6,042 12/31/2023
Charter Oak Capital Management LLC269,545$5,922 03/31/2024
     NUBD269,545$5,922 03/31/2024
LPL Financial LLC225,390$5,017 12/31/2023
     NUBD225,390$5,017 12/31/2023
Vestmark Advisory Solutions Inc.216,091$4,810 12/31/2023
     NUBD216,091$4,810 12/31/2023
Miracle Mile Advisors LLC178,419$3,920 03/31/2024
     NUBD178,419$3,920 03/31/2024
Creative Planning157,416$3,504 12/31/2023
     NUBD157,416$3,504 12/31/2023
Financial Network Wealth Management LLC148,572$3,307 12/31/2023
     NUBD148,572$3,307 12/31/2023
Colorado Capital Management Inc.145,801$3,203 03/31/2024
     NUBD145,801$3,203 03/31/2024
Park Avenue Securities LLC144,773$3,181 03/31/2024
     NUBD144,773$3,181 03/31/2024
Advisor Group Holdings Inc.128,808$2,867 12/31/2023
     NUBD128,808$2,867 12/31/2023
SageView Advisory Group LLC122,022$2,700 12/31/2023
     NUBD122,022$2,700 12/31/2023
Assetmark Inc.109,627$2,440 12/31/2023
     NUBD109,627$2,440 12/31/2023
Private Advisor Group LLC105,320$2,344 12/31/2023
     NUBD105,320$2,344 12/31/2023
Commonwealth Equity Services LLC101,470$2,259 12/31/2023
     NUBD101,470$2,259 12/31/2023
Silver Oak Advisory Group Inc.100,990$2,248 12/31/2023
     NUBD100,990$2,248 12/31/2023
Royal Bank of Canada95,651$2,129 12/31/2023
     NUBD95,651$2,129 12/31/2023
HighTower Advisors LLC94,103$2,094 12/31/2023
     NUBD94,103$2,094 12/31/2023
Mayport LLC94,104$2,067 03/31/2024
     NUBD94,104$2,067 03/31/2024
UMB Bank N A MO91,704$2,015 03/31/2024
     NUBD91,704$2,015 03/31/2024
Boston Standard Wealth Management LLC80,885$1,777 03/31/2024
     NUBD80,885$1,777 03/31/2024
Mariner LLC79,338$1,766 12/31/2023
     NUBD79,338$1,766 12/31/2023
Garrett Investment Advisors LLC76,812$1,688 03/31/2024
     NUBD76,812$1,688 03/31/2024
UBS Group AG70,133$1,561 12/31/2023
     NUBD70,133$1,561 12/31/2023
Honkamp Krueger Financial Services Inc.60,051$1,337 12/31/2023
     NUBD60,051$1,337 12/31/2023
Gitterman Wealth Management LLC59,233$1,319 12/31/2023
     NUBD59,233$1,319 12/31/2023
Lockerman Financial Group Inc.58,156$1,278 03/31/2024
     NUBD58,156$1,278 03/31/2024
AdvisorNet Financial Inc53,425$1,174 03/31/2024
     NUBD53,425$1,174 03/31/2024
Cantor Fitzgerald Investment Adviser L.P.49,508$1,102 12/31/2023
     NUBD49,508$1,102 12/31/2023
Axxcess Wealth Management LLC49,230$1,096 12/31/2023
     NUBD49,230$1,096 12/31/2023
CX Institutional48,281$1,058 03/31/2024
     NUBD48,281$1,058 03/31/2024
US Bancorp DE47,406$1,055 12/31/2023
     NUBD47,406$1,055 12/31/2023
Evolution Advisers Inc.45,308$1,004 12/31/2023
     NUBD45,308$1,004 12/31/2023
Litman Gregory Asset Management LLC44,276$986 12/31/2023
     NUBD44,276$986 12/31/2023
Keudell Morrison Wealth Management42,845$954 12/31/2023
     NUBD42,845$954 12/31/2023
Wealth Enhancement Advisory Services LLC42,467$933 03/31/2024
     NUBD42,467$933 03/31/2024
Cable Hill Partners LLC42,087$929 12/31/2023
     NUBD42,087$929 12/31/2023
JPMorgan Chase & Co.40,218$895 12/31/2023
     NUBD40,218$895 12/31/2023
Mission Wealth Management LP37,819$842 12/31/2023
     NUBD37,819$842 12/31/2023
Raymond James & Associates37,553$825 03/31/2024
     NUBD37,553$825 03/31/2024
Legacy Financial Group LLC36,257$797 03/31/2024
     NUBD36,257$797 03/31/2024
Wealthfront Advisers LLC35,729$785 03/31/2024
     NUBD35,729$785 03/31/2024
Walkner Condon Financial Advisors LLC34,102$749 03/31/2024
     NUBD34,102$749 03/31/2024
Procyon Private Wealth Partners LLC33,793$742 03/31/2024
     NUBD33,793$742 03/31/2024

See All: Funds Holding NUBD
See Details: Top 10 Hedge Funds Holding NUBD
Also See: NUBD Holdings Changes

Institutional Holders of NUBD | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.