Back to 
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
NUDM3 quarters
Position history for EP Wealth Advisors, LLC's holdings in NUSHARES ETF TR
Yes. EP Wealth Advisors holds 122,362 shares of NUDM, worth $4.9M, as of its Q2 2026 13F filing. It reduced the position by 6,361 shares (-4.9%) from Q1 2026. EP Wealth Advisors has held NUDM since Q4 2025, across 3 quarterly 13F filings.
Current Value
$4.9M
Current Shares
122,362
Total Value Change
+$1.4M
Total Shares Change
+24,818
Quarter-by-Quarter History
Other major holders of NUDM: TIAA TRUST, NATIONAL ASSOCIATION