HoldingsChannel.com
Funds Holding NUBD

On this page, we present all of the funds holding NUBD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NUBD, with a link to that fund's top holdings. The next columns indicate the amount of NUBD stock held by each of the funds holding NUBD, followed by the NUBD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 94 funds holding NUBD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cambridge Investment Research Advisors Inc.. For more details on the positions held by Cambridge Investment Research Advisors Inc. (or by any of the other funds holding NUBD), click the fund name in the "Holder" column of the funds-holding-NUBD table below.

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
Natixis Advisors L.P.31,614$695 03/31/2024
     NUBD31,614$695 03/31/2024
First Pacific Financial31,439$691 03/31/2024
     NUBD31,439$691 03/31/2024
Kelman Lazarov Inc.29,448$656 12/31/2023
     NUBD29,448$656 12/31/2023
Allworth Financial LP27,411$602 03/31/2024
     NUBD27,411$602 03/31/2024
BayBridge Capital Group LLC25,453$545 03/31/2024
     NUBD25,453$545 03/31/2024
LexAurum Advisors LLC21,245$467 03/31/2024
     NUBD21,245$467 03/31/2024
Wealthcare Advisory Partners LLC20,734$456 03/31/2024
     NUBD20,734$456 03/31/2024
Sandbox Financial Partners LLC19,626$431 03/31/2024
     NUBD19,626$431 03/31/2024
Harbour Investments Inc.18,138$404 12/31/2023
     NUBD18,138$404 12/31/2023
D.A. Davidson & CO.16,885$376 12/31/2023
     NUBD16,885$376 12/31/2023
Bear Mountain Capital Inc.16,691$358 03/31/2024
     NUBD16,691$358 03/31/2024
Thrivent Financial for Lutherans15,657$349 12/31/2023
     NUBD15,657$349 12/31/2023
Cherry Tree Wealth Management LLC14,989$334 12/31/2023
     NUBD14,989$334 12/31/2023
Raymond James Financial Services Advisors Inc.13,578$298 03/31/2024
     NUBD13,578$298 03/31/2024
Stratos Wealth Partners LTD.13,195$290 03/31/2024
     NUBD13,195$290 03/31/2024
MML Investors Services LLC12,826$286 12/31/2023
     NUBD12,826$286 12/31/2023
Resources Investment Advisors LLC.12,733$283 12/31/2023
     NUBD12,733$283 12/31/2023
WNY Asset Management LLC11,382$253 12/31/2023
     NUBD11,382$253 12/31/2023
Canal Capital Management LLC11,350$249 03/31/2024
     NUBD11,350$249 03/31/2024
Sand Hill Global Advisors LLC11,028$245 12/31/2023
     NUBD11,028$245 12/31/2023
OLD Mission Capital LLC10,958$244 12/31/2023
     NUBD10,958$244 12/31/2023
Stordahl Capital Management Inc.10,229$225 03/31/2024
     NUBD10,229$225 03/31/2024
Aaron Wealth Advisors9,965$219 03/31/2024
     NUBD9,965$219 03/31/2024
Cetera Advisors LLC9,509$212 12/31/2023
     NUBD9,509$212 12/31/2023
Two Sigma Securities LLC9,395$209 12/31/2023
     NUBD9,395$209 12/31/2023
Prime Capital Investment Advisors LLC9,300$207 12/31/2023
     NUBD9,300$207 12/31/2023
Private Trust Co. NA7,882$173 03/31/2024
     NUBD7,882$173 03/31/2024
Ameritas Investment Partners Inc.7,556$168 12/31/2023
     NUBD7,556$168 12/31/2023
Smartleaf Asset Management LLC7,440$166 12/31/2023
     NUBD7,440$166 12/31/2023
Global Retirement Partners LLC3,784$83 03/31/2024
     NUBD3,784$83 03/31/2024
IAG Wealth Partners LLC2,799$61 03/31/2024
     NUBD2,799$61 03/31/2024
Comerica Bank2,280$51 12/31/2023
     NUBD2,280$51 12/31/2023
Tidemark LLC1,925$43 12/31/2023
     NUBD1,925$43 12/31/2023
EverSource Wealth Advisors LLC1,666$37 12/31/2023
     NUBD1,666$37 12/31/2023
CGC Financial Services LLC1,151$25 03/31/2024
     NUBD1,151$25 03/31/2024
Franklin Resources Inc.1,144$25 12/31/2023
     NUBD1,144$25 12/31/2023
GWM Advisors LLC1,000$22 12/31/2023
     NUBD1,000$22 12/31/2023
Covestor Ltd624$14 12/31/2023
     NUBD624$14 12/31/2023
Proffitt & Goodson Inc.386$8 03/31/2024
     NUBD386$8 03/31/2024
Creative Financial Designs Inc. ADV328$7 12/31/2023
     NUBD328$7 12/31/2023
WealthShield Partners LLC283$6 12/31/2023
     NUBD283$6 12/31/2023
Smithfield Trust Co.151$3 12/31/2023
     NUBD151$3 12/31/2023
IFP Advisors Inc139$3 12/31/2023
     NUBD139$3 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     NUBD0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     NUBD0$0 12/31/2023

See Summary: Institutional Holders of NUBD
See Details: Top 10 Hedge Funds Holding NUBD
Also See: NUBD Holdings Changes

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