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 80 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 Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management 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
Envestnet Asset Management Inc.1,256,509$27,204 09/30/2022
     NUBD1,256,509$27,204 09/30/2022
Cambridge Investment Research Advisors Inc.1,224,865$26,519 09/30/2022
     NUBD1,224,865$26,519 09/30/2022
Morgan Stanley371,100$8,035 09/30/2022
     NUBD371,100$8,035 09/30/2022
UBS Group AG341,351$7,391 09/30/2022
     NUBD341,351$7,391 09/30/2022
Colony Group LLC270,134$5,848 09/30/2022
     NUBD270,134$5,848 09/30/2022
WCG Wealth Advisors LLC264,478$5,726 09/30/2022
     NUBD264,478$5,726 09/30/2022
LPL Financial LLC249,303$5,398 09/30/2022
     NUBD249,303$5,398 09/30/2022
Charter Oak Capital Management LLC186,669$4,064 12/31/2022
     NUBD186,669$4,064 12/31/2022
Royal Bank of Canada177,797$3,849 09/30/2022
     NUBD177,797$3,849 09/30/2022
Bank of America Corp DE174,112$3,770 09/30/2022
     NUBD174,112$3,770 09/30/2022
BerganKDV Wealth Management LLC161,434$3,514 12/31/2022
     NUBD161,434$3,514 12/31/2022
Koss Olinger Consulting LLC147,935$3,203 09/30/2022
     NUBD147,935$3,203 09/30/2022
Vestmark Advisory Solutions Inc.137,469$2,993 12/31/2022
     NUBD137,469$2,993 12/31/2022
Park Avenue Securities LLC129,761$2,825 12/31/2022
     NUBD129,761$2,825 12/31/2022
UMB Bank N A MO99,439$2,165 12/31/2022
     NUBD99,439$2,165 12/31/2022
Miracle Mile Advisors LLC93,618$2,038 12/31/2022
     NUBD93,618$2,038 12/31/2022
Financial Architects Inc93,340$2,021 09/30/2022
     NUBD93,340$2,021 09/30/2022
CX Institutional86,539$1,884 12/31/2022
     NUBD86,539$1,884 12/31/2022
Jane Street Group LLC86,267$1,868 09/30/2022
     NUBD86,267$1,868 09/30/2022
Boston Standard Wealth Management LLC84,461$1,839 12/31/2022
     NUBD84,461$1,839 12/31/2022
OLD Mission Capital LLC78,677$1,703 09/30/2022
     NUBD78,677$1,703 09/30/2022
Advisor Group Holdings Inc.74,397$1,611 09/30/2022
     NUBD74,397$1,611 09/30/2022
Strategic Wealth Advisors Group LLC65,558$1,419 09/30/2022
     NUBD65,558$1,419 09/30/2022
Lockerman Financial Group Inc.65,271$1,413 09/30/2022
     NUBD65,271$1,413 09/30/2022
Commonwealth Equity Services LLC56,420$1,221 09/30/2022
     NUBD56,420$1,221 09/30/2022
AdvisorNet Financial Inc53,120$1,156 12/31/2022
     NUBD53,120$1,156 12/31/2022
Gitterman Wealth Management LLC50,921$1,102 09/30/2022
     NUBD50,921$1,102 09/30/2022
Walkner Condon Financial Advisors LLC47,359$1,031 12/31/2022
     NUBD47,359$1,031 12/31/2022
Procyon Private Wealth Partners LLC47,236$1,028 12/31/2022
     NUBD47,236$1,028 12/31/2022
Wealthfront Advisers LLC47,424$1,027 09/30/2022
     NUBD47,424$1,027 09/30/2022
Assetmark Inc.47,177$1,021 09/30/2022
     NUBD47,177$1,021 09/30/2022
Natixis Advisors L.P.46,766$1,018 12/31/2022
     NUBD46,766$1,018 12/31/2022
Evolution Advisers Inc.41,826$910 12/31/2022
     NUBD41,826$910 12/31/2022
Honkamp Krueger Financial Services Inc.38,482$833 09/30/2022
     NUBD38,482$833 09/30/2022
Cetera Investment Advisers37,965$822 09/30/2022
     NUBD37,965$822 09/30/2022
Litman Gregory Asset Management LLC36,792$801 12/31/2022
     NUBD36,792$801 12/31/2022
Sandbox Financial Partners LLC33,616$732 12/31/2022
     NUBD33,616$732 12/31/2022
Legacy Financial Group LLC32,262$702 12/31/2022
     NUBD32,262$702 12/31/2022
Raymond James & Associates32,171$697 09/30/2022
     NUBD32,171$697 09/30/2022
Mission Wealth Management LP29,586$644 12/31/2022
     NUBD29,586$644 12/31/2022
Kelman Lazarov Inc.26,989$584 09/30/2022
     NUBD26,989$584 09/30/2022
Silver Oak Advisory Group Inc.23,313$505 09/30/2022
     NUBD23,313$505 09/30/2022
Resources Investment Advisors LLC.21,897$477 12/31/2022
     NUBD21,897$477 12/31/2022
Raymond James Financial Services Advisors Inc.20,863$452 09/30/2022
     NUBD20,863$452 09/30/2022
Harbour Investments Inc.18,325$419 09/30/2022
     NUBD18,325$419 09/30/2022
MML Investors Services LLC17,530$380 09/30/2022
     NUBD17,530$380 09/30/2022
HighTower Advisors LLC16,726$362 09/30/2022
     NUBD16,726$362 09/30/2022
Vahanian & Associates Financial Planning Inc.16,531$360 12/31/2022
     NUBD16,531$360 12/31/2022
D.A. Davidson & CO.16,016$349 12/31/2022
     NUBD16,016$349 12/31/2022
Thrivent Financial for Lutherans16,044$347 09/30/2022
     NUBD16,044$347 09/30/2022
Cantor Fitzgerald L. P.16,047$347 09/30/2022
     NUBD16,047$347 09/30/2022
Stratos Wealth Partners LTD.14,980$326 12/31/2022
     NUBD14,980$326 12/31/2022
LexAurum Advisors LLC13,680$298 12/31/2022
     NUBD13,680$298 12/31/2022
Allworth Financial LP12,144$264 12/31/2022
     NUBD12,144$264 12/31/2022
Archetype Wealth Partners LLC10,669$231 09/30/2022
     NUBD10,669$231 09/30/2022
Wealthcare Advisory Partners LLC10,456$226 09/30/2022
     NUBD10,456$226 09/30/2022
Garrett Investment Advisors LLC10,070$219 12/31/2022
     NUBD10,070$219 12/31/2022
Aaron Wealth Advisors9,871$215 12/31/2022
     NUBD9,871$215 12/31/2022
Captrust Financial Advisors9,544$207 09/30/2022
     NUBD9,544$207 09/30/2022
Stonnington Group LLC9,300$206 12/31/2022
     NUBD9,300$206 12/31/2022
Integrated Wealth Concepts LLC9,483$205 09/30/2022
     NUBD9,483$205 09/30/2022
Susquehanna International Group LLP9,411$204 09/30/2022
     NUBD9,411$204 09/30/2022
Congress Wealth Management LLC DE 9,291$202 12/31/2022
     NUBD9,291$202 12/31/2022
Private Trust Co. NA7,250$158 12/31/2022
     NUBD7,250$158 12/31/2022
EverSource Wealth Advisors LLC7,231$157 09/30/2022
     NUBD7,231$157 09/30/2022
US Bancorp DE4,805$104 09/30/2022
     NUBD4,805$104 09/30/2022
Global Retirement Partners LLC3,683$79 09/30/2022
     NUBD3,683$79 09/30/2022
Wells Fargo & Company MN3,301$71 09/30/2022
     NUBD3,301$71 09/30/2022
IAG Wealth Partners LLC3,184$69 09/30/2022
     NUBD3,184$69 09/30/2022
Baldrige Asset Management LLC3,033$66 12/31/2022
     NUBD3,033$66 12/31/2022
Affiance Financial LLC1,662$36 12/31/2022
     NUBD1,662$36 12/31/2022
IFP Advisors Inc1,507$36 09/30/2022
     NUBD1,507$36 09/30/2022
Baldwin Brothers Inc. MA900$20 12/31/2022
     NUBD900$20 12/31/2022
Creative Financial Designs Inc. ADV797$17 12/31/2022
     NUBD797$17 12/31/2022
Franklin Resources Inc.596$13 09/30/2022
     NUBD596$13 09/30/2022
Proffitt & Goodson Inc.378$8 12/31/2022
     NUBD378$8 12/31/2022
Coastal Investment Advisors Inc.185$4 09/30/2022
     NUBD185$4 09/30/2022
Smithfield Trust Co.151$3 09/30/2022
     NUBD151$3 09/30/2022
Harvest Group Wealth Management LLC70$2 12/31/2022
     NUBD70$2 12/31/2022
Tower Research Capital LLC TRC 100$2 09/30/2022
     NUBD100$2 09/30/2022
Proequities Inc.0$0 12/31/2022
     NUBD0$0 12/31/2022

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

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