Abrdn Income Credit Strat (ACP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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International Assets Investment Management, LLC

DECREASED

Shares869,012 from 1,031,324

Change-162,312 (-16%)

Value$3.8M (-$1.6M)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares524,810 from 533,294

Change-8,484 (-2%)

Value$2.3M (-$437.7K)

Filed 2026-11-06

Shaker Financial Services, LLC

INCREASED

Shares514,675 from 441,267

Change+73,408 (+17%)

Value$2.3M (-$4.3K)

Filed 2026-10-14

Kennedy Investment Group, Inc.

DECREASED

Shares462,118 from 467,237

Change-5,119 (-1%)

Value$2.1M (-$373.2K)

Filed 2026-10-21

Matisse Capital

NEW

Shares420,000

Change+420,000

Value$1.9M

Filed 2026-10-29

Thrivent Financial for Lutherans

UNCHANGED

Shares404,333 from 404,333

Change0 (0%)

Value$1.8M (-$304.0K)

Filed 2026-11-05

Capital Investment Advisors, LLC

DECREASED

Shares201,362 from 217,692

Change-16,330 (-7%)

Value$896.1K (-$235.9K)

Filed 2026-10-22

Arlington Capital Management Inc

INCREASED

Shares181,636 from 173,445

Change+8,191 (+5%)

Value$808.3K (-$93.6K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares173,390 from 192,004

Change-18,614 (-10%)

Value$772.0K (-$226.0K)

Filed 2026-11-02

Sowell Financial Services LLC

DECREASED

Shares117,891 from 117,918

Change-27 (0%)

Value$524.6K (-$88.6K)

Filed 2026-10-23

Choreo, LLC

DECREASED

Shares90,029 from 92,682

Change-2,653 (-3%)

Value$400.6K (-$81.3K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares85,692 from 60,818

Change+24,874 (+41%)

Value$381.3K (+$65.1K)

Filed 2026-11-02

SeaCrest Wealth Management, LLC

DECREASED

Shares81,582 from 101,769

Change-20,187 (-20%)

Value$363.0K (-$166.2K)

Filed 2026-10-21

Integrated Capital Management, Inc.

NEW

Shares75,407

Change+75,407

Value$335.6K

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares74,823 from 80,437

Change-5,614 (-7%)

Value$333.0K (-$85.3K)

Filed 2026-11-02

Total Wealth Planning & Management, Inc.

INCREASED

Shares69,405 from 68,294

Change+1,111 (+2%)

Value$308.9K (-$46.3K)

Filed 2026-10-23

Geneos Wealth Management Inc.

NEW

Shares62,731

Change+62,731

Value$279.2K

Filed 2026-11-09

Calamos Advisors LLC

NEW

Shares61,602

Change+61,602

Value$274.1K

Filed 2026-11-02

Merit Financial Group, LLC

INCREASED

Shares59,292 from 57,396

Change+1,896 (+3%)

Value$263.9K (-$34.6K)

Filed 2026-11-06

Accredited Investor Services, LLC

INCREASED

Shares54,408 from 52,363

Change+2,045 (+4%)

Value$242.1K (-$30.2K)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares51,522 from 46,541

Change+4,981 (+11%)

Value$229.0K (-$13.0K)

Filed 2026-10-26

Wolverine Asset Management LLC

NEW

Shares46,714

Change+46,714

Value$207.9K

Filed 2026-11-02

Wedbush Securities Inc

DECREASED

Shares41,699 from 45,207

Change-3,508 (-8%)

Value$186.0K (-$49.0K)

Filed 2026-10-22

NWF Advisory Services Inc.

DECREASED

Shares38,760 from 49,887

Change-11,127 (-22%)

Value$172.5K (-$86.9K)

Filed 2026-10-19

Apollon Wealth Management, LLC

INCREASED

Shares36,766 from 31,904

Change+4,862 (+15%)

Value$163.6K (-$2.3K)

Filed 2026-10-23

Melfa Wealth Management, Inc.

UNCHANGED

Shares34,042 from 34,042

Change0 (0%)

Value$151.5K (-$25.5K)

Filed 2026-11-06

StoneX Group Inc.

INCREASED

Shares29,565 from 20,438

Change+9,127 (+45%)

Value$140.2K (+$32.9K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares28,610 from 29,339

Change-729 (-2%)

Value$127.3K (-$25.2K)

Filed 2026-10-27

Oppenheimer & Co Inc

DECREASED

Shares28,038 from 36,706

Change-8,668 (-24%)

Value$124.8K (-$66.1K)

Filed 2026-10-26

Occidental Asset Management, LLC

INCREASED

Shares26,653 from 24,811

Change+1,842 (+7%)

Value$118.6K (-$10.4K)

Filed 2026-11-05

Camelot Portfolios, LLC

INCREASED

Shares23,238 from 23,221

Change+17 (+0%)

Value$103.4K (-$17.3K)

Filed 2026-11-09

CoreCap Advisors, LLC

INCREASED

Shares23,061 from 22,730

Change+331 (+1%)

Value$102.6K (-$15.6K)

Filed 2026-10-08

Harbour Investments, Inc.

DECREASED

Shares22,006 from 28,473

Change-6,467 (-23%)

Value$97.9K (-$50.1K)

Filed 2026-11-09

Kestra Private Wealth Services, LLC

INCREASED

Shares20,718 from 20,117

Change+601 (+3%)

Value$92.2K (-$12.4K)

Filed 2026-11-06

Closed-End Fund Advisors, Inc.

NEW

Shares19,630

Change+19,630

Value$87.4K

Filed 2026-11-04

Uncommon Cents Investing Inc

DECREASED

Shares18,033 from 18,933

Change-900 (-5%)

Value$80.2K (-$18.2K)

Filed 2026-10-20

Tactive Advisors, LLC

INCREASED

Shares17,966 from 13,756

Change+4,210 (+31%)

Value$79.9K (+$8.4K)

Filed 2026-10-08

Level Four Advisory Services, LLC

INCREASED

Shares17,342 from 16,613

Change+729 (+4%)

Value$77.2K (-$9.2K)

Filed 2026-11-06

Pine Valley Investments Ltd Liability Co

NEW

Shares17,075

Change+17,075

Value$76.0K

Filed 2026-11-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares16,502 from 15,542

Change+960 (+6%)

Value$72.0K (-$9.2K)

Filed 2026-10-13

Lanark Financial, Inc.

DECREASED

Shares16,345 from 21,345

Change-5,000 (-23%)

Value$72.7K (-$38.3K)

Filed 2026-10-26

Cdkv Holdings LLC

INCREASED

Shares16,102 from 16,069

Change+33 (+0%)

Value$71.7K (-$11.9K)

Filed 2026-10-28

E&G Advisors, LLC

UNCHANGED

Shares15,836 from 15,836

Change0 (0%)

Value$70.5K (-$11.9K)

Filed 2026-10-13

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares15,427 from 15,427

Change0 (0%)

Value$68.7K (-$11.6K)

Filed 2026-10-23

Syverson Strege & Co

NEW

Shares14,751

Change+14,751

Value$65.6K

Filed 2026-11-02

High Net Worth Advisory Group LLC

UNCHANGED

Shares13,459 from 13,459

Change0 (0%)

Value$59.9K (-$10.1K)

Filed 2026-10-26

Halbert Hargrove Global Advisors, LLC

DECREASED

Shares12,000 from 14,000

Change-2,000 (-14%)

Value$53.4K (-$19.4K)

Filed 2026-10-16

Encompass More Asset Management

DECREASED

Shares11,071 from 11,689

Change-618 (-5%)

Value$49.3K (-$11.5K)

Filed 2026-10-16

WPG Advisers, LLC

INCREASED

Shares10,718 from 9,357

Change+1,361 (+15%)

Value$47.7K (-$961)

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares9,895 from 9,798

Change+97 (+1%)

Value$44.0K (-$6.9K)

Filed 2026-11-05

Spire Wealth Management

DECREASED

Shares8,103 from 8,613

Change-510 (-6%)

Value$36.1K (-$8.7K)

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares2,174 from 2,174

Change0 (0%)

Value$9.7K (-$1.6K)

Filed 2026-10-19

Harbor Investment Advisory, LLC

UNCHANGED

Shares1,893 from 1,893

Change0 (0%)

Value$8.4K (-$1.4K)

Filed 2026-10-13

Physician Wealth Advisors, Inc.

UNCHANGED

Shares1,893 from 1,893

Change0 (0%)

Value$8.4K (-$1.4K)

Filed 2026-10-20

Coston, McIsaac & Partners

UNCHANGED

Shares1,319 from 1,319

Change0 (0%)

Value$5.9K (+$5.9K)

Filed 2026-11-06

Salomon & Ludwin, LLC

UNCHANGED

Shares855 from 855

Change0 (0%)

Value$3.8K (-$684)

Filed 2026-10-29

First Bancorp, Inc

UNCHANGED

Shares764 from 764

Change0 (0%)

Value$3.4K (-$573)

Filed 2026-10-26

Strategic Advocates LLC

UNCHANGED

Shares586 from 586

Change0 (0%)

Value$2.6K (-$439)

Filed 2026-11-03

Markowski Investments

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$2.2K (-$375)

Filed 2026-10-30

Soltis Investment Advisors LLC

CLOSED

Shares0 from 16,990

Change-16,990 (-100%)

Value$0 (-$88.3K)

Filed 2026-10-28

Insight Advisors, LLC/ PA

CLOSED

Shares0 from 11,360

Change-11,360 (-100%)

Value$0 (-$59.1K)

Filed 2026-10-22

MGO One Seven LLC

CLOSED

Shares0 from 10,947

Change-10,947 (-100%)

Value$0 (-$56.9K)

Filed 2026-10-28

Morgan Stanley

N/A

Shares— from 13,300,836

Change-13,300,836 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,556,222

Change-3,556,222 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 3,404,411

Change-3,404,411 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 3,020,168

Change-3,020,168 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 705,500

Change-705,500 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 604,503

Change-604,503 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 405,201

Change-405,201 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 392,878

Change-392,878 (-100%)

Value—

UBS Group AG

N/A

Shares— from 261,909

Change-261,909 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 199,777

Change-199,777 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 164,772

Change-164,772 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 164,137

Change-164,137 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 157,320

Change-157,320 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 144,266

Change-144,266 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 109,599

Change-109,599 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 102,002

Change-102,002 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 86,276

Change-86,276 (-100%)

Value—

LM Advisors LLC

N/A

Shares— from 85,336

Change-85,336 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 80,003

Change-80,003 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 75,196

Change-75,196 (-100%)

Value—

Advance Capital Management, Inc.

N/A

Shares— from 68,357

Change-68,357 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 68,174

Change-68,174 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 64,278

Change-64,278 (-100%)

Value—

Oxinas Partners, LLC

N/A

Shares— from 62,208

Change-62,208 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 56,454

Change-56,454 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 50,145

Change-50,145 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 38,517

Change-38,517 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,996

Change-33,996 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 30,937

Change-30,937 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 27,604

Change-27,604 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 26,697

Change-26,697 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 21,562

Change-21,562 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 21,046

Change-21,046 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 19,796

Change-19,796 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 19,783

Change-19,783 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,376

Change-19,376 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 17,679

Change-17,679 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 17,584

Change-17,584 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 16,836

Change-16,836 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16,058

Change-16,058 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,955

Change-15,955 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 15,266

Change-15,266 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 14,918

Change-14,918 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,157

Change-14,157 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 11,909

Change-11,909 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 11,281

Change-11,281 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 11,159

Change-11,159 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,554

Change-10,554 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,301

Change-10,301 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 9,467

Change-9,467 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,061

Change-4,061 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 1,779

Change-1,779 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 1,628

Change-1,628 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,446

Change-1,446 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 946

Change-946 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 600

Change-600 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 282

Change-282 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 189

Change-189 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 150

Change-150 (-100%)

Value—

	Status
International Assets Investment Management, LLC	DECREASED	869,012	1,031,324	-162,312	-16%	$5.4M	$3.8M	-$1.6M	2026-11-02
LPL Financial LLC	DECREASED	524,810	533,294	-8,484	-2%	$2.8M	$2.3M	-$437.7K	2026-11-06
Shaker Financial Services, LLC	INCREASED	514,675	441,267	+73,408	+17%	$2.3M	$2.3M	-$4.3K	2026-10-14
Kennedy Investment Group, Inc.	DECREASED	462,118	467,237	-5,119	-1%	$2.4M	$2.1M	-$373.2K	2026-10-21
Matisse Capital	NEW	420,000	—	+420,000	—	—	$1.9M	—	2026-10-29
Thrivent Financial for Lutherans	UNCHANGED	404,333	404,333	0	0%	$2.1M	$1.8M	-$304.0K	2026-11-05
Capital Investment Advisors, LLC	DECREASED	201,362	217,692	-16,330	-7%	$1.1M	$896.1K	-$235.9K	2026-10-22
Arlington Capital Management Inc	INCREASED	181,636	173,445	+8,191	+5%	$901.9K	$808.3K	-$93.6K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	173,390	192,004	-18,614	-10%	$998.0K	$772.0K	-$226.0K	2026-11-02
Sowell Financial Services LLC	DECREASED	117,891	117,918	-27	0%	$613.2K	$524.6K	-$88.6K	2026-10-23
Choreo, LLC	DECREASED	90,029	92,682	-2,653	-3%	$481.9K	$400.6K	-$81.3K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	85,692	60,818	+24,874	+41%	$316.3K	$381.3K	+$65.1K	2026-11-02
SeaCrest Wealth Management, LLC	DECREASED	81,582	101,769	-20,187	-20%	$529.2K	$363.0K	-$166.2K	2026-10-21
Integrated Capital Management, Inc.	NEW	75,407	—	+75,407	—	—	$335.6K	—	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	74,823	80,437	-5,614	-7%	$418.3K	$333.0K	-$85.3K	2026-11-02
Total Wealth Planning & Management, Inc.	INCREASED	69,405	68,294	+1,111	+2%	$355.1K	$308.9K	-$46.3K	2026-10-23
Geneos Wealth Management Inc.	NEW	62,731	—	+62,731	—	—	$279.2K	—	2026-11-09
Calamos Advisors LLC	NEW	61,602	—	+61,602	—	—	$274.1K	—	2026-11-02
Merit Financial Group, LLC	INCREASED	59,292	57,396	+1,896	+3%	$298.5K	$263.9K	-$34.6K	2026-11-06
Accredited Investor Services, LLC	INCREASED	54,408	52,363	+2,045	+4%	$272.3K	$242.1K	-$30.2K	2026-10-22
Park Avenue Securities LLC	INCREASED	51,522	46,541	+4,981	+11%	$242.0K	$229.0K	-$13.0K	2026-10-26
Wolverine Asset Management LLC	NEW	46,714	—	+46,714	—	—	$207.9K	—	2026-11-02
Wedbush Securities Inc	DECREASED	41,699	45,207	-3,508	-8%	$235.0K	$186.0K	-$49.0K	2026-10-22
NWF Advisory Services Inc.	DECREASED	38,760	49,887	-11,127	-22%	$259.4K	$172.5K	-$86.9K	2026-10-19
Apollon Wealth Management, LLC	INCREASED	36,766	31,904	+4,862	+15%	$165.9K	$163.6K	-$2.3K	2026-10-23
Melfa Wealth Management, Inc.	UNCHANGED	34,042	34,042	0	0%	$177.0K	$151.5K	-$25.5K	2026-11-06
StoneX Group Inc.	INCREASED	29,565	20,438	+9,127	+45%	$107.3K	$140.2K	+$32.9K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	DECREASED	28,610	29,339	-729	-2%	$152.6K	$127.3K	-$25.2K	2026-10-27
Oppenheimer & Co Inc	DECREASED	28,038	36,706	-8,668	-24%	$190.9K	$124.8K	-$66.1K	2026-10-26
Occidental Asset Management, LLC	INCREASED	26,653	24,811	+1,842	+7%	$129.0K	$118.6K	-$10.4K	2026-11-05
Camelot Portfolios, LLC	INCREASED	23,238	23,221	+17	+0%	$120.7K	$103.4K	-$17.3K	2026-11-09
CoreCap Advisors, LLC	INCREASED	23,061	22,730	+331	+1%	$118.2K	$102.6K	-$15.6K	2026-10-08
Harbour Investments, Inc.	DECREASED	22,006	28,473	-6,467	-23%	$148.1K	$97.9K	-$50.1K	2026-11-09
Kestra Private Wealth Services, LLC	INCREASED	20,718	20,117	+601	+3%	$104.6K	$92.2K	-$12.4K	2026-11-06
Closed-End Fund Advisors, Inc.	NEW	19,630	—	+19,630	—	—	$87.4K	—	2026-11-04
Uncommon Cents Investing Inc	DECREASED	18,033	18,933	-900	-5%	$98.5K	$80.2K	-$18.2K	2026-10-20
Tactive Advisors, LLC	INCREASED	17,966	13,756	+4,210	+31%	$71.5K	$79.9K	+$8.4K	2026-10-08
Level Four Advisory Services, LLC	INCREASED	17,342	16,613	+729	+4%	$86.4K	$77.2K	-$9.2K	2026-11-06
Pine Valley Investments Ltd Liability Co	NEW	17,075	—	+17,075	—	—	$76.0K	—	2026-11-09
Wealth Enhancement Advisory Services, LLC	INCREASED	16,502	15,542	+960	+6%	$81.1K	$72.0K	-$9.2K	2026-10-13
Lanark Financial, Inc.	DECREASED	16,345	21,345	-5,000	-23%	$111.0K	$72.7K	-$38.3K	2026-10-26
Cdkv Holdings LLC	INCREASED	16,102	16,069	+33	+0%	$83.6K	$71.7K	-$11.9K	2026-10-28
E&G Advisors, LLC	UNCHANGED	15,836	15,836	0	0%	$82.3K	$70.5K	-$11.9K	2026-10-13
Kingswood Wealth Advisors, LLC	UNCHANGED	15,427	15,427	0	0%	$80.2K	$68.7K	-$11.6K	2026-10-23
Syverson Strege & Co	NEW	14,751	—	+14,751	—	—	$65.6K	—	2026-11-02
High Net Worth Advisory Group LLC	UNCHANGED	13,459	13,459	0	0%	$70.0K	$59.9K	-$10.1K	2026-10-26
Halbert Hargrove Global Advisors, LLC	DECREASED	12,000	14,000	-2,000	-14%	$72.8K	$53.4K	-$19.4K	2026-10-16
Encompass More Asset Management	DECREASED	11,071	11,689	-618	-5%	$60.8K	$49.3K	-$11.5K	2026-10-16
WPG Advisers, LLC	INCREASED	10,718	9,357	+1,361	+15%	$48.7K	$47.7K	-$961	2026-10-27
Fifth Third Bancorp	INCREASED	9,895	9,798	+97	+1%	$51.0K	$44.0K	-$6.9K	2026-11-05
Spire Wealth Management	DECREASED	8,103	8,613	-510	-6%	$44.8K	$36.1K	-$8.7K	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	2,174	2,174	0	0%	$11.3K	$9.7K	-$1.6K	2026-10-19
Harbor Investment Advisory, LLC	UNCHANGED	1,893	1,893	0	0%	$9.8K	$8.4K	-$1.4K	2026-10-13
Physician Wealth Advisors, Inc.	UNCHANGED	1,893	1,893	0	0%	$9.8K	$8.4K	-$1.4K	2026-10-20
Coston, McIsaac & Partners	UNCHANGED	1,319	1,319	0	0%	$6	$5.9K	+$5.9K	2026-11-06
Salomon & Ludwin, LLC	UNCHANGED	855	855	0	0%	$4.5K	$3.8K	-$684	2026-10-29
First Bancorp, Inc	UNCHANGED	764	764	0	0%	$4.0K	$3.4K	-$573	2026-10-26
Strategic Advocates LLC	UNCHANGED	586	586	0	0%	$3.0K	$2.6K	-$439	2026-11-03
Markowski Investments	UNCHANGED	500	500	0	0%	$2.6K	$2.2K	-$375	2026-10-30
Soltis Investment Advisors LLC	CLOSED	0	16,990	-16,990	-100%	$88.3K	$0	-$88.3K	2026-10-28
Insight Advisors, LLC/ PA	CLOSED	0	11,360	-11,360	-100%	$59.1K	$0	-$59.1K	2026-10-22
MGO One Seven LLC	CLOSED	0	10,947	-10,947	-100%	$56.9K	$0	-$56.9K	2026-10-28
Morgan Stanley	N/A	—	13,300,836	-13,300,836	-100%	$69.2M	—	—	—
Penserra Capital Management LLC	N/A	—	3,556,222	-3,556,222	-100%	$18.5M	—	—	—
Guggenheim Capital LLC	N/A	—	3,404,411	-3,404,411	-100%	$17.7M	—	—	—
SIT Investment Associates Inc	N/A	—	3,020,168	-3,020,168	-100%	$15.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	705,500	-705,500	-100%	$3.7M	—	—	—
Raymond James Financial Inc	N/A	—	604,503	-604,503	-100%	$3.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	405,201	-405,201	-100%	$2.1M	—	—	—
1607 Capital Partners, LLC	N/A	—	392,878	-392,878	-100%	$2.0M	—	—	—
UBS Group AG	N/A	—	261,909	-261,909	-100%	$1.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	199,777	-199,777	-100%	$1.0M	—	—	—
Royal Bank of Canada	N/A	—	164,772	-164,772	-100%	$858.0K	—	—	—
Invesco Ltd.	N/A	—	164,137	-164,137	-100%	$853.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	157,320	-157,320	-100%	$818.1K	—	—	—
Stifel Financial Corp	N/A	—	144,266	-144,266	-100%	$750.2K	—	—	—
Cetera Investment Advisers	N/A	—	109,599	-109,599	-100%	$569.9K	—	—	—
Savvy Advisors, Inc.	N/A	—	102,002	-102,002	-100%	$530.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	86,276	-86,276	-100%	$448.6K	—	—	—
LM Advisors LLC	N/A	—	85,336	-85,336	-100%	$444.0K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	80,003	-80,003	-100%	$416.0K	—	—	—
Wells Fargo & Company	N/A	—	75,196	-75,196	-100%	$391.0K	—	—	—
Advance Capital Management, Inc.	N/A	—	68,357	-68,357	-100%	$355.5K	—	—	—
Kovack Advisors, Inc.	N/A	—	68,174	-68,174	-100%	$354.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	64,278	-64,278	-100%	$334.2K	—	—	—
Oxinas Partners, LLC	N/A	—	62,208	-62,208	-100%	$323.5K	—	—	—
Mariner, LLC	N/A	—	56,454	-56,454	-100%	$293.6K	—	—	—
XTX Topco Ltd	N/A	—	50,145	-50,145	-100%	$260.8K	—	—	—
Whittier Trust Co	N/A	—	38,517	-38,517	-100%	$202.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	33,996	-33,996	-100%	$176.8K	—	—	—
Alpine Global Management, LLC	N/A	—	30,937	-30,937	-100%	$160.9K	—	—	—
Oxbow Advisors, LLC	N/A	—	27,604	-27,604	-100%	$143.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	26,697	-26,697	-100%	$138.8K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	21,562	-21,562	-100%	$112.1K	—	—	—
MML Investors Services, LLC	N/A	—	21,046	-21,046	-100%	$109.4K	—	—	—
Nomura Holdings Inc	N/A	—	20,000	-20,000	-100%	$104.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	19,796	-19,796	-100%	$102.9K	—	—	—
Jane Street Group, LLC	N/A	—	19,783	-19,783	-100%	$102.9K	—	—	—
Arax Advisory Partners	N/A	—	19,376	-19,376	-100%	$100.8K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	17,679	-17,679	-100%	$91.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	17,584	-17,584	-100%	$91.4K	—	—	—
PCM Encore, LLC	N/A	—	16,836	-16,836	-100%	$87.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16,058	-16,058	-100%	$83.5K	—	—	—
Citadel Advisors LLC	N/A	—	15,955	-15,955	-100%	$83.0K	—	—	—
Evolve Private Wealth, LLC	N/A	—	15,266	-15,266	-100%	$79.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	14,918	-14,918	-100%	$78.0K	—	—	—
Private Advisor Group, LLC	N/A	—	14,157	-14,157	-100%	$73.6K	—	—	—
Virtu Financial LLC	N/A	—	11,909	-11,909	-100%	$62.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	11,281	-11,281	-100%	$58.7K	—	—	—
Modern Wealth Management, LLC	N/A	—	11,159	-11,159	-100%	$58.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,554	-10,554	-100%	$54.9K	—	—	—
PFG Investments, LLC	N/A	—	10,301	-10,301	-100%	$53.6K	—	—	—
LGT Financial Advisors LLC	N/A	—	9,467	-9,467	-100%	$49.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,061	-4,061	-100%	$21.1K	—	—	—
Aventura Private Wealth, LLC	N/A	—	1,779	-1,779	-100%	$9.3K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	1,628	-1,628	-100%	$8.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,446	-1,446	-100%	$7.6K	—	—	—
HM Payson & Co	N/A	—	946	-946	-100%	$4.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	600	-600	-100%	$3.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	282	-282	-100%	$1.5K	—	—	—
Johnson Financial Group, Inc.	N/A	—	189	-189	-100%	$983	—	—	—
Fiduciary Financial Advisors	N/A	—	150	-150	-100%	$780	—	—	—

Showing 122 of 122 institutions