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Funds Holding NUDM

On this page, we present all of the funds holding NUDM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NUDM, with a link to that fund's top holdings. The next columns indicate the amount of NUDM stock held by each of the funds holding NUDM, followed by the NUDM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 102 funds holding NUDM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TIAA Trust National Association. For more details on the positions held by TIAA Trust National Association (or by any of the other funds holding NUDM), click the fund name in the "Holder" column of the funds-holding-NUDM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA Trust National Association1,923,764$56,597 12/31/2023
     NUDM1,923,764$56,597 12/31/2023
Wealthfront Advisers LLC1,167,290$36,268 03/31/2024
     NUDM1,167,290$36,268 03/31/2024
Royal Bank of Canada725,757$21,352 12/31/2023
     NUDM725,757$21,352 12/31/2023
Bank of America Corp DE665,865$19,590 12/31/2023
     NUDM665,865$19,590 12/31/2023
Cambridge Investment Research Advisors Inc.611,452$17,989 12/31/2023
     NUDM611,452$17,989 12/31/2023
Perella Weinberg Partners Capital Management LP440,799$12,968 12/31/2023
     NUDM440,799$12,968 12/31/2023
Morgan Stanley351,122$10,330 12/31/2023
     NUDM351,122$10,330 12/31/2023
Envestnet Portfolio Solutions Inc.338,227$9,951 12/31/2023
     NUDM338,227$9,951 12/31/2023
Envestnet Asset Management Inc.312,411$9,191 12/31/2023
     NUDM312,411$9,191 12/31/2023
UBS Group AG287,763$8,466 12/31/2023
     NUDM287,763$8,466 12/31/2023
Jane Street Group LLC284,941$8,383 12/31/2023
     NUDM284,941$8,383 12/31/2023
WCG Wealth Advisors LLC238,607$7,020 12/31/2023
     NUDM238,607$7,020 12/31/2023
Mission Wealth Management LP172,063$5,062 12/31/2023
     NUDM172,063$5,062 12/31/2023
Thrivent Financial for Lutherans161,642$4,755 12/31/2023
     NUDM161,642$4,755 12/31/2023
Vestmark Advisory Solutions Inc.150,640$4,432 12/31/2023
     NUDM150,640$4,432 12/31/2023
Evolution Advisers Inc.130,932$3,809 12/31/2023
     NUDM130,932$3,809 12/31/2023
UMB Bank N A MO117,834$3,467 12/31/2023
     NUDM117,834$3,467 12/31/2023
Money Design Co. Ltd.109,501$3,222 12/31/2023
     NUDM109,501$3,222 12/31/2023
Honkamp Krueger Financial Services Inc.97,456$2,867 12/31/2023
     NUDM97,456$2,867 12/31/2023
Global Assets Advisory LLC88,586$2,865 03/31/2024
     NUDM88,586$2,865 03/31/2024
LPL Financial LLC95,446$2,808 12/31/2023
     NUDM95,446$2,808 12/31/2023
Better Money Decisions LLC94,797$2,789 12/31/2023
     NUDM94,797$2,789 12/31/2023
Flow Traders U.S. LLC80,178$2,359 12/31/2023
     NUDM80,178$2,359 12/31/2023
Creative Planning77,995$2,295 12/31/2023
     NUDM77,995$2,295 12/31/2023
OLD Mission Capital LLC73,316$2,157 12/31/2023
     NUDM73,316$2,157 12/31/2023
Assetmark Inc.69,640$2,049 12/31/2023
     NUDM69,640$2,049 12/31/2023
Cetera Investment Advisers61,638$1,813 12/31/2023
     NUDM61,638$1,813 12/31/2023
HighTower Advisors LLC61,058$1,796 12/31/2023
     NUDM61,058$1,796 12/31/2023
Brio Consultants LLC59,702$1,756 12/31/2023
     NUDM59,702$1,756 12/31/2023
Cary Street Partners Investment Advisory LLC54,885$1,615 12/31/2023
     NUDM54,885$1,615 12/31/2023
Trademark Financial Management LLC54,130$1,593 12/31/2023
     NUDM54,130$1,593 12/31/2023
Advisor Group Holdings Inc.54,045$1,590 12/31/2023
     NUDM54,045$1,590 12/31/2023
Bank of Montreal Can51,586$1,518 12/31/2023
     NUDM51,586$1,518 12/31/2023
CX Institutional39,160$1,217 03/31/2024
     NUDM39,160$1,217 03/31/2024
Citadel Advisors LLC41,004$1,206 12/31/2023
     NUDM41,004$1,206 12/31/2023
Commonwealth Equity Services LLC40,351$1,187 12/31/2023
     NUDM40,351$1,187 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management38,931$1,145 12/31/2023
     NUDM38,931$1,145 12/31/2023
Trust Co33,115$1,029 03/31/2024
     NUDM33,115$1,029 03/31/2024
Oppenheimer Asset Management Inc.34,550$1,016 12/31/2023
     NUDM34,550$1,016 12/31/2023
Bond & Devick Financial Network Inc.34,208$1,006 12/31/2023
     NUDM34,208$1,006 12/31/2023
Sowell Financial Services LLC32,395$953 12/31/2023
     NUDM32,395$953 12/31/2023
Advisory Services Network LLC27,970$823 12/31/2023
     NUDM27,970$823 12/31/2023
Personal Resources Investment & Strategic Management Inc.24,665$766 03/31/2024
     NUDM24,665$766 03/31/2024
Lockerman Financial Group Inc.23,823$740 03/31/2024
     NUDM23,823$740 03/31/2024
MML Investors Services LLC24,806$730 12/31/2023
     NUDM24,806$730 12/31/2023
McNamara Financial Services Inc.22,665$704 03/31/2024
     NUDM22,665$704 03/31/2024
Northwestern Mutual Wealth Management Co.23,844$701 12/31/2023
     NUDM23,844$701 12/31/2023
US Financial Advisors LLC23,522$692 12/31/2023
     NUDM23,522$692 12/31/2023
AdvisorNet Financial Inc21,498$668 03/31/2024
     NUDM21,498$668 03/31/2024
Whittier Trust Co. of Nevada Inc.22,080$649 12/31/2023
     NUDM22,080$649 12/31/2023
Whittier Trust Co.19,869$584 12/31/2023
     NUDM19,869$584 12/31/2023
Walkner Condon Financial Advisors LLC18,517$545 12/31/2023
     NUDM18,517$545 12/31/2023
Sound Stewardship LLC18,078$532 12/31/2023
     NUDM18,078$532 12/31/2023
Moneywise Inc.17,163$505 12/31/2023
     NUDM17,163$505 12/31/2023
Private Advisor Group LLC16,536$486 12/31/2023
     NUDM16,536$486 12/31/2023
Fountainhead AM LLC16,410$483 12/31/2023
     NUDM16,410$483 12/31/2023
Wealth Architects LLC16,383$482 12/31/2023
     NUDM16,383$482 12/31/2023
The PNC Financial Services Group Inc.15,208$447 12/31/2023
     NUDM15,208$447 12/31/2023
Mutual Advisors LLC15,114$445 12/31/2023
     NUDM15,114$445 12/31/2023
Raymond James & Associates14,540$428 12/31/2023
     NUDM14,540$428 12/31/2023
IMPACTfolio LLC13,437$417 03/31/2024
     NUDM13,437$417 03/31/2024
Legacy Financial Group LLC13,127$408 03/31/2024
     NUDM13,127$408 03/31/2024
Tolleson Wealth Management Inc.13,479$397 12/31/2023
     NUDM13,479$397 12/31/2023
Financial Connections Group Inc.13,046$383 12/31/2023
     NUDM13,046$383 12/31/2023
Sand Hill Global Advisors LLC12,943$381 12/31/2023
     NUDM12,943$381 12/31/2023
Captrust Financial Advisors12,320$362 12/31/2023
     NUDM12,320$362 12/31/2023
Raymond James Financial Services Advisors Inc.11,719$345 12/31/2023
     NUDM11,719$345 12/31/2023
Maia Wealth LLC11,178$329 12/31/2023
     NUDM11,178$329 12/31/2023
Wescott Financial Advisory Group LLC10,990$323 12/31/2023
     NUDM10,990$323 12/31/2023
US Bancorp DE10,894$321 12/31/2023
     NUDM10,894$321 12/31/2023
Clarity Asset Management Inc.10,571$311 12/31/2023
     NUDM10,571$311 12/31/2023
Schmidt P J Investment Management Inc.9,771$286 12/31/2023
     NUDM9,771$286 12/31/2023
Keener Financial Planning LLC9,729$286 12/31/2023
     NUDM9,729$286 12/31/2023
Financial Insights Inc.9,452$278 12/31/2023
     NUDM9,452$278 12/31/2023
D.A. Davidson & CO.9,361$275 12/31/2023
     NUDM9,361$275 12/31/2023
GWM Advisors LLC9,479$274 12/31/2023
     NUDM9,479$274 12/31/2023
Robertson Stephens Wealth Management LLC8,367$246 12/31/2023
     NUDM8,367$246 12/31/2023
Corundum Group Inc.7,734$240 03/31/2024
     NUDM7,734$240 03/31/2024
Garrett Investment Advisors LLC7,371$229 03/31/2024
     NUDM7,371$229 03/31/2024
Evergreen Private Wealth LLC7,105$221 03/31/2024
     NUDM7,105$221 03/31/2024
Sunpointe LLC7,102$221 03/31/2024
     NUDM7,102$221 03/31/2024
Steward Partners Investment Advisory LLC6,734$198 12/31/2023
     NUDM6,734$198 12/31/2023
IAG Wealth Partners LLC5,707$168 12/31/2023
     NUDM5,707$168 12/31/2023
Baystate Wealth Management LLC5,348$157 12/31/2023
     NUDM5,348$157 12/31/2023
Bartlett & Co. LLC3,735$110 12/31/2023
     NUDM3,735$110 12/31/2023
Bartlett & CO. Wealth Management LLC3,735$110 12/31/2023
     NUDM3,735$110 12/31/2023
Tortoise Investment Management LLC3,500$103 12/31/2023
     NUDM3,500$103 12/31/2023
Comerica Bank2,068$61 12/31/2023
     NUDM2,068$61 12/31/2023
Creative Financial Designs Inc. ADV1,937$57 12/31/2023
     NUDM1,937$57 12/31/2023
JPMorgan Chase & Co.1,313$39 12/31/2023
     NUDM1,313$39 12/31/2023
Allworth Financial LP917$27 12/31/2023
     NUDM917$27 12/31/2023
Private Trust Co. NA895$26 12/31/2023
     NUDM895$26 12/31/2023
EverSource Wealth Advisors LLC701$21 12/31/2023
     NUDM701$21 12/31/2023
Global Retirement Partners LLC492$14 12/31/2023
     NUDM492$14 12/31/2023
Covestor Ltd431$13 12/31/2023
     NUDM431$13 12/31/2023
NBC Securities Inc.147$5 03/31/2024
     NUDM147$5 03/31/2024
Gradient Investments LLC129$4 12/31/2023
     NUDM129$4 12/31/2023
Westside Investment Management Inc.100$3 03/31/2024
     NUDM100$3 03/31/2024
Harbour Investments Inc.112$3 12/31/2023
     NUDM112$3 12/31/2023
FMR LLC66$2 12/31/2023
     NUDM66$2 12/31/2023
IFP Advisors Inc59$2 12/31/2023
     NUDM59$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     NUDM0$0 12/31/2023
Macroview Investment Management LLC10$0 12/31/2023
     NUDM10$0 12/31/2023

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

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