ALPS Advisors’s NerdWallet NRDS Stock Holding History

ALPS Advisors’s Portfolio NRDS Stock Details NRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$536K	Buy	+61,080	New	+$574K	﹤0.01%	973

Other funds holding NRDS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ALPS Advisors's NRDS Position: Q3 2026 in Review

ALPS Advisors opened a new position in NerdWallet (NRDS) in Q3 2026: 61,080 shares worth $536K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings.

65 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

ALPS Advisors held 61,080 shares of NerdWallet worth $536K as of Q3 2026.
NerdWallet was a new ALPS Advisors position in Q3 2026.
NerdWallet made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #973 holding.
65 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.