HoldingsChannel.com
Funds Holding NUMG

On this page, we present all of the funds holding NUMG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NUMG, with a link to that fund's top holdings. The next columns indicate the amount of NUMG stock held by each of the funds holding NUMG, followed by the NUMG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 129 funds holding NUMG 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 NUMG), click the fund name in the "Holder" column of the funds-holding-NUMG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA Trust National Association1,114,842$47,191 12/31/2023
     NUMG1,114,842$47,191 12/31/2023
Wells Fargo & Company MN877,605$37,149 12/31/2023
     NUMG877,605$37,149 12/31/2023
Morgan Stanley833,311$35,274 12/31/2023
     NUMG833,311$35,274 12/31/2023
Royal Bank of Canada531,010$22,478 12/31/2023
     NUMG531,010$22,478 12/31/2023
LPL Financial LLC360,904$15,277 12/31/2023
     NUMG360,904$15,277 12/31/2023
AlTi Global Inc.263,279$11,145 12/31/2023
     NUMG263,279$11,145 12/31/2023
Ameriprise Financial Inc.250,129$10,608 12/31/2023
     NUMG250,129$10,608 12/31/2023
UBS Group AG220,321$9,326 12/31/2023
     NUMG220,321$9,326 12/31/2023
Bank of America Corp DE193,723$8,200 12/31/2023
     NUMG193,723$8,200 12/31/2023
High Note Wealth LLC125,386$5,308 12/31/2023
     NUMG125,386$5,308 12/31/2023
Bank of New York Mellon Corp123,683$5,235 12/31/2023
     NUMG123,683$5,235 12/31/2023
Commonwealth Equity Services LLC119,020$5,038 12/31/2023
     NUMG119,020$5,038 12/31/2023
Whittier Trust Co.92,664$3,922 12/31/2023
     NUMG92,664$3,922 12/31/2023
Creative Planning86,580$3,665 12/31/2023
     NUMG86,580$3,665 12/31/2023
Ameritas Advisory Services LLC80,503$3,408 12/31/2023
     NUMG80,503$3,408 12/31/2023
Fiduciary Trust Co.69,767$2,953 12/31/2023
     NUMG69,767$2,953 12/31/2023
Raymond James Financial Services Advisors Inc.67,487$2,857 12/31/2023
     NUMG67,487$2,857 12/31/2023
Cetera Advisor Networks LLC63,145$2,673 12/31/2023
     NUMG63,145$2,673 12/31/2023
Envestnet Asset Management Inc.57,161$2,420 12/31/2023
     NUMG57,161$2,420 12/31/2023
Dynamic Advisor Solutions LLC51,056$2,271 03/31/2024
     NUMG51,056$2,271 03/31/2024
LFA Lugano Financial Advisors SA51,921$2,198 12/31/2023
     NUMG51,921$2,198 12/31/2023
The PNC Financial Services Group Inc.48,920$2,071 12/31/2023
     NUMG48,920$2,071 12/31/2023
Private Advisor Group LLC47,138$1,995 12/31/2023
     NUMG47,138$1,995 12/31/2023
IAG Wealth Partners LLC46,829$1,982 12/31/2023
     NUMG46,829$1,982 12/31/2023
Whittier Trust Co. of Nevada Inc.44,434$1,880 12/31/2023
     NUMG44,434$1,880 12/31/2023
Beacon Pointe Advisors LLC43,286$1,832 12/31/2023
     NUMG43,286$1,832 12/31/2023
Money Design Co. Ltd.42,984$1,820 12/31/2023
     NUMG42,984$1,820 12/31/2023
Lido Advisors LLC41,181$1,743 12/31/2023
     NUMG41,181$1,743 12/31/2023
Financial Network Wealth Management LLC29,933$1,267 12/31/2023
     NUMG29,933$1,267 12/31/2023
WCG Wealth Advisors LLC29,253$1,238 12/31/2023
     NUMG29,253$1,238 12/31/2023
Jones Financial Companies Lllp27,599$1,168 12/31/2023
     NUMG27,599$1,168 12/31/2023
Commerce Bank26,664$1,129 12/31/2023
     NUMG26,664$1,129 12/31/2023
Northwestern Mutual Wealth Management Co.25,259$1,069 12/31/2023
     NUMG25,259$1,069 12/31/2023
JPMorgan Chase & Co.24,020$1,017 12/31/2023
     NUMG24,020$1,017 12/31/2023
Cetera Investment Advisers23,132$979 12/31/2023
     NUMG23,132$979 12/31/2023
Advisor Group Holdings Inc.22,351$963 12/31/2023
     NUMG22,351$963 12/31/2023
Vicus Capital19,896$885 03/31/2024
     NUMG19,896$885 03/31/2024
Goldman Sachs Group Inc.19,953$845 12/31/2023
     NUMG19,953$845 12/31/2023
GWM Advisors LLC19,812$840 12/31/2023
     NUMG19,812$840 12/31/2023
SOA Wealth Advisors LLC.18,221$810 03/31/2024
     NUMG18,221$810 03/31/2024
HighTower Advisors LLC19,071$810 12/31/2023
     NUMG19,071$810 12/31/2023
Revolve Wealth Partners LLC17,428$775 03/31/2024
     NUMG17,428$775 03/31/2024
Citadel Advisors LLC18,128$767 12/31/2023
     NUMG18,128$767 12/31/2023
WealthShield Partners LLC17,447$739 12/31/2023
     NUMG17,447$739 12/31/2023
Raymond James Trust N.A.17,194$728 12/31/2023
     NUMG17,194$728 12/31/2023
Cambridge Investment Research Advisors Inc.15,802$669 12/31/2023
     NUMG15,802$669 12/31/2023
Stifel Financial Corp14,384$609 12/31/2023
     NUMG14,384$609 12/31/2023
Cook Wealth Management Group LLC14,111$593 12/31/2023
     NUMG14,111$593 12/31/2023
US Financial Advisors LLC13,620$577 12/31/2023
     NUMG13,620$577 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC11,970$507 12/31/2023
     NUMG11,970$507 12/31/2023
Coldstream Capital Management Inc.11,810$500 12/31/2023
     NUMG11,810$500 12/31/2023
BLB&B Advisors LLC11,503$487 12/31/2023
     NUMG11,503$487 12/31/2023
Raymond James & Associates11,350$480 12/31/2023
     NUMG11,350$480 12/31/2023
EP Wealth Advisors LLC10,354$438 12/31/2023
     NUMG10,354$438 12/31/2023
Neumann Capital Management LLC9,950$421 12/31/2023
     NUMG9,950$421 12/31/2023
IHT Wealth Management LLC9,754$413 12/31/2023
     NUMG9,754$413 12/31/2023
RTD Financial Advisors Inc.8,986$400 03/31/2024
     NUMG8,986$400 03/31/2024
Larson Financial Group LLC9,138$387 12/31/2023
     NUMG9,138$387 12/31/2023
Susquehanna International Group LLP9,081$384 12/31/2023
     NUMG9,081$384 12/31/2023
Capital Analysts LLC9,077$384 12/31/2023
     NUMG9,077$384 12/31/2023
Evergreen Private Wealth LLC8,569$381 03/31/2024
     NUMG8,569$381 03/31/2024
Simmons Bank8,863$375 12/31/2023
     NUMG8,863$375 12/31/2023
First Foundation Advisors8,816$373 12/31/2023
     NUMG8,816$373 12/31/2023
CENTRAL TRUST Co8,652$366 12/31/2023
     NUMG8,652$366 12/31/2023
Wealth Enhancement Advisory Services LLC8,020$357 03/31/2024
     NUMG8,020$357 03/31/2024
RVW Wealth LLC7,807$347 03/31/2024
     NUMG7,807$347 03/31/2024
New York Life Investment Management LLC8,173$346 12/31/2023
     NUMG8,173$346 12/31/2023
Thrivent Financial for Lutherans7,923$335 12/31/2023
     NUMG7,923$335 12/31/2023
Harbour Investments Inc.7,215$305 12/31/2023
     NUMG7,215$305 12/31/2023
Tower Research Capital LLC TRC 6,922$293 12/31/2023
     NUMG6,922$293 12/31/2023
McClarren Financial Advisors Inc.6,651$282 12/31/2023
     NUMG6,651$282 12/31/2023
Fingerlakes Wealth Management Inc.6,612$280 12/31/2023
     NUMG6,612$280 12/31/2023
Falcon Wealth Planning6,151$274 03/31/2024
     NUMG6,151$274 03/31/2024
Continuum Advisory LLC6,350$269 12/31/2023
     NUMG6,350$269 12/31/2023
Darden Wealth Group Inc6,299$267 12/31/2023
     NUMG6,299$267 12/31/2023
Trust Co5,954$265 03/31/2024
     NUMG5,954$265 03/31/2024
UMB Bank N A MO6,228$264 12/31/2023
     NUMG6,228$264 12/31/2023
Cresset Asset Management LLC6,038$256 12/31/2023
     NUMG6,038$256 12/31/2023
Merit Financial Group LLC5,929$251 12/31/2023
     NUMG5,929$251 12/31/2023
Sound Stewardship LLC5,787$245 12/31/2023
     NUMG5,787$245 12/31/2023
Institute for Wealth Management LLC.5,716$242 12/31/2023
     NUMG5,716$242 12/31/2023
Aire Advisors LLC5,548$235 12/31/2023
     NUMG5,548$235 12/31/2023
CX Institutional5,194$231 03/31/2024
     NUMG5,194$231 03/31/2024
Honkamp Krueger Financial Services Inc.5,418$229 12/31/2023
     NUMG5,418$229 12/31/2023
ERTS Wealth Advisors LLC5,385$228 12/31/2023
     NUMG5,385$228 12/31/2023
MML Investors Services LLC5,302$224 12/31/2023
     NUMG5,302$224 12/31/2023
Bragg Financial Advisors Inc5,284$224 12/31/2023
     NUMG5,284$224 12/31/2023
Marshall Financial Group LLC4,986$222 03/31/2024
     NUMG4,986$222 03/31/2024
Retirement Income Solutions Inc5,141$218 12/31/2023
     NUMG5,141$218 12/31/2023
Archetype Wealth Partners LLC5,126$217 12/31/2023
     NUMG5,126$217 12/31/2023
Wealthcare Advisory Partners LLC4,670$208 03/31/2024
     NUMG4,670$208 03/31/2024
Great Valley Advisor Group Inc.4,761$201 12/31/2023
     NUMG4,761$201 12/31/2023
AlphaCore Capital LLC4,185$177 12/31/2023
     NUMG4,185$177 12/31/2023
Allworth Financial LP3,478$147 12/31/2023
     NUMG3,478$147 12/31/2023
Cornerstone Planning Group LLC3,476$147 12/31/2023
     NUMG3,476$147 12/31/2023
Baystate Wealth Management LLC3,302$140 12/31/2023
     NUMG3,302$140 12/31/2023
Fifth Third Bancorp2,760$117 12/31/2023
     NUMG2,760$117 12/31/2023
Principal Securities Inc.2,732$116 12/31/2023
     NUMG2,732$116 12/31/2023
CWM LLC2,105$94 03/31/2024
     NUMG2,105$94 03/31/2024
Ameritas Investment Partners Inc.2,160$91 12/31/2023
     NUMG2,160$91 12/31/2023
Comerica Bank2,123$90 12/31/2023
     NUMG2,123$90 12/31/2023
Qube Research & Technologies Ltd1,625$69 12/31/2023
     NUMG1,625$69 12/31/2023
Coastal Investment Advisors Inc.1,476$66 03/31/2024
     NUMG1,476$66 03/31/2024
US Bancorp DE1,543$65 12/31/2023
     NUMG1,543$65 12/31/2023
Advisory Services Network LLC1,423$60 12/31/2023
     NUMG1,423$60 12/31/2023
ICA Group Wealth Management LLC1,291$55 12/31/2023
     NUMG1,291$55 12/31/2023
Motco1,248$53 12/31/2023
     NUMG1,248$53 12/31/2023
Farther Finance Advisors LLC1,126$48 12/31/2023
     NUMG1,126$48 12/31/2023
Steward Partners Investment Advisory LLC656$28 12/31/2023
     NUMG656$28 12/31/2023
Key Financial Inc583$25 12/31/2023
     NUMG583$25 12/31/2023
DB Wealth Management Group LLC513$22 12/31/2023
     NUMG513$22 12/31/2023
Ronald Blue Trust Inc.450$19 12/31/2023
     NUMG450$19 12/31/2023
Crewe Advisors LLC316$13 12/31/2023
     NUMG316$13 12/31/2023
AdvisorNet Financial Inc237$11 03/31/2024
     NUMG237$11 03/31/2024
VisionPoint Advisory Group LLC229$10 12/31/2023
     NUMG229$10 12/31/2023
Hobbs Group Advisors LLC214$9 12/31/2023
     NUMG214$9 12/31/2023
DT Investment Partners LLC184$8 12/31/2023
     NUMG184$8 12/31/2023
Citigroup Inc.150$6 12/31/2023
     NUMG150$6 12/31/2023
Annis Gardner Whiting Capital Advisors LLC140$6 12/31/2023
     NUMG140$6 12/31/2023
FMR LLC108$5 12/31/2023
     NUMG108$5 12/31/2023
First Horizon Advisors Inc.111$5 12/31/2023
     NUMG111$5 12/31/2023
IFP Advisors Inc72$3 12/31/2023
     NUMG72$3 12/31/2023
NBC Securities Inc.37$2 03/31/2024
     NUMG37$2 03/31/2024
Rise Advisors LLC55$2 03/31/2024
     NUMG55$2 03/31/2024
Resources Management Corp CT ADV42$2 12/31/2023
     NUMG42$2 12/31/2023
Global Retirement Partners LLC29$1 12/31/2023
     NUMG29$1 12/31/2023
Spotlight Asset Group Inc.20$1 12/31/2023
     NUMG20$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     NUMG0$0 12/31/2023
Macroview Investment Management LLC6$0 12/31/2023
     NUMG6$0 12/31/2023
Able Wealth Management LLC12$0 12/31/2023
     NUMG12$0 12/31/2023

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

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