Adams Natural Resources Fund (PEO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Adams Diversified Equity Fund, Inc.

INCREASED

Shares2,725,402 from 2,673,453

Change+51,949 (+2%)

Value$75.0M (+$8.9M)

Filed 2026-10-21

Blue Bell Private Wealth Management, LLC

INCREASED

Shares117,091 from 115,391

Change+1,700 (+1%)

Value$3.2M (+$371.1K)

Filed 2026-10-29

Whitener Capital Management, Inc.

INCREASED

Shares92,542 from 90,616

Change+1,926 (+2%)

Value$2.5M (+$307.7K)

Filed 2026-10-15

D.A. Davidson & Co.

DECREASED

Shares74,916 from 75,136

Change-220 (0%)

Value$2.1M (+$205.1K)

Filed 2026-10-28

Uhlmann Price Securities, LLC

INCREASED

Shares71,267 from 70,166

Change+1,101 (+2%)

Value$2.0M (+$227.5K)

Filed 2026-11-03

Allspring Global Investments Holdings, LLC

INCREASED

Shares65,568 from 62,154

Change+3,414 (+5%)

Value$1.8M (+$268.6K)

Filed 2026-11-04

Uncommon Cents Investing Inc

INCREASED

Shares62,064 from 61,469

Change+595 (+1%)

Value$1.7M (+$189.1K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares61,290 from 61,894

Change-604 (-1%)

Value$1.8M (+$201.1K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares57,026 from 55,821

Change+1,205 (+2%)

Value$1.6M (+$190.0K)

Filed 2026-11-02

Nations Financial Group Inc,

INCREASED

Shares50,570 from 50,562

Change+8 (+0%)

Value$1.4M (+$142.3K)

Filed 2026-11-05

Burney Co/

INCREASED

Shares50,350 from 49,519

Change+831 (+2%)

Value$1.4M (+$162.0K)

Filed 2026-10-15

Calamos Advisors LLC

INCREASED

Shares45,729 from 32,307

Change+13,422 (+42%)

Value$1.3M (+$460.3K)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

INCREASED

Shares44,693 from 42,179

Change+2,514 (+6%)

Value$1.2M (+$187.8K)

Filed 2026-10-21

Cullen Investment Group, Ltd.

DECREASED

Shares24,265 from 24,699

Change-434 (-2%)

Value$708.0K (+$97.5K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares19,941 from 26,409

Change-6,468 (-24%)

Value$549.0K (-$103.9K)

Filed 2026-11-02

Alta Capital Management LLC/

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$440.5K (+$45.0K)

Filed 2026-10-26

Kestra Advisory Services, LLC

DECREASED

Shares14,791 from 14,972

Change-181 (-1%)

Value$407.2K (+$37.1K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares14,661 from 13,755

Change+906 (+7%)

Value$403.6K (+$63.6K)

Filed 2026-10-16

SeaCrest Wealth Management, LLC

UNCHANGED

Shares12,600 from 12,600

Change0 (0%)

Value$346.9K (+$35.4K)

Filed 2026-10-21

JFS Wealth Advisors, LLC

UNCHANGED

Shares9,369 from 9,369

Change0 (0%)

Value$257.9K (+$26.3K)

Filed 2026-11-03

Searle & Co.

DECREASED

Shares7,974 from 10,254

Change-2,280 (-22%)

Value$219.5K (-$34.0K)

Filed 2026-11-04

Meridian Investment Counsel Inc.

NEW

Shares7,779

Change+7,779

Value$214.2K

Filed 2026-10-14

Altfest L J & Co Inc

NEW

Shares7,401

Change+7,401

Value$203.8K

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares5,385 from 5,385

Change0 (0%)

Value$148.2K (+$15.1K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,873 from 1,873

Change0 (0%)

Value$51.6K (+$5.3K)

Filed 2026-11-04

Hilltop National Bank

UNCHANGED

Shares1,695 from 1,695

Change0 (0%)

Value$46.7K (+$4.8K)

Filed 2026-10-14

Lanark Financial, Inc.

INCREASED

Shares1,301 from 1,276

Change+25 (+2%)

Value$35.8K (+$4.3K)

Filed 2026-10-26

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,199 from 1,365

Change-166 (-12%)

Value$33.0K (-$735)

Filed 2026-10-27

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares1,108 from 1,108

Change0 (0%)

Value$30.5K (+$3.1K)

Filed 2026-10-23

Community Financial Services Group, LLC

INCREASED

Shares1,100 from 400

Change+700 (+175%)

Value$30.5K (+$20.6K)

Filed 2026-10-15

Valley Wealth Managers, Inc.

NEW

Shares869

Change+869

Value$23.9K

Filed 2026-10-09

Barrett & Company, Inc.

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$22.0K (+$2.2K)

Filed 2026-10-22

Parkside Financial Bank & Trust

UNCHANGED

Shares682 from 682

Change0 (0%)

Value$18.8K (+$1.9K)

Filed 2026-10-27

WPG Advisers, LLC

INCREASED

Shares601 from 599

Change+2 (+0%)

Value$16.5K (+$1.7K)

Filed 2026-10-27

Cape Investment Advisory, Inc.

UNCHANGED

Shares493 from 493

Change0 (0%)

Value$13.6K (+$1.4K)

Filed 2026-10-13

Private Wealth Management Group, LLC

NEW

Shares298

Change+298

Value$8.2K

Filed 2026-10-19

Mosley Wealth Management

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$2.6K (+$407)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares36

Change+36

Value$991

Filed 2026-10-21

Wolverine Asset Management LLC

CLOSED

Shares0 from 18,748

Change-18,748 (-100%)

Value$0 (-$463.5K)

Filed 2026-11-02

Hager Investment Management Services, LLC

CLOSED

Shares0 from 582

Change-582 (-100%)

Value$0 (-$14.4K)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 153

Change-153 (-100%)

Value$0 (-$3.8K)

Filed 2026-10-15

Elevated Capital Advisors, LLC

CLOSED

Shares0 from 140

Change-140 (-100%)

Value$0 (-$3.4K)

Filed 2026-11-04

Saba Capital Management, L.P.A

N/A

Shares— from 2,269,294

Change-2,269,294 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,449,627

Change-1,449,627 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 507,973

Change-507,973 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 428,278

Change-428,278 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 241,498

Change-241,498 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 178,985

Change-178,985 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 162,138

Change-162,138 (-100%)

Value—

Intrepid Family Office LLC

N/A

Shares— from 159,066

Change-159,066 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 158,447

Change-158,447 (-100%)

Value—

FCA Corp

N/A

Shares— from 133,448

Change-133,448 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 124,284

Change-124,284 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 119,218

Change-119,218 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 115,997

Change-115,997 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 111,116

Change-111,116 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 87,849

Change-87,849 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 77,469

Change-77,469 (-100%)

Value—

CSS LLC

N/A

Shares— from 75,495

Change-75,495 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 74,172

Change-74,172 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 68,636

Change-68,636 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 58,137

Change-58,137 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 48,769

Change-48,769 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 43,997

Change-43,997 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 43,358

Change-43,358 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 40,764

Change-40,764 (-100%)

Value—

St. James Investment Company, LLC

N/A

Shares— from 37,130

Change-37,130 (-100%)

Value—

Roberts Glore & Co Inc

N/A

Shares— from 36,644

Change-36,644 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 33,391

Change-33,391 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 31,472

Change-31,472 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 31,365

Change-31,365 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 31,162

Change-31,162 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 27,374

Change-27,374 (-100%)

Value—

UBS Group AG

N/A

Shares— from 27,220

Change-27,220 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 26,713

Change-26,713 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 24,734

Change-24,734 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,717

Change-22,717 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 20,192

Change-20,192 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 18,648

Change-18,648 (-100%)

Value—

Man Group plc

N/A

Shares— from 15,437

Change-15,437 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,193

Change-15,193 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 13,940

Change-13,940 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 11,683

Change-11,683 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 11,528

Change-11,528 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 9,239

Change-9,239 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 9,041

Change-9,041 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 8,900

Change-8,900 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,504

Change-8,504 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,445

Change-8,445 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,422

Change-8,422 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 8,232

Change-8,232 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 8,091

Change-8,091 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,550

Change-4,550 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,941

Change-3,941 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,488

Change-3,488 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,428

Change-3,428 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 2,465

Change-2,465 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,882

Change-1,882 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 1,773

Change-1,773 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 987

Change-987 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 300

Change-300 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 200

Change-200 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 14

Change-14 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12

Change-12 (-100%)

Value—

	Status
Adams Diversified Equity Fund, Inc.	INCREASED	2,725,402	2,673,453	+51,949	+2%	$66.1M	$75.0M	+$8.9M	2026-10-21
Blue Bell Private Wealth Management, LLC	INCREASED	117,091	115,391	+1,700	+1%	$2.9M	$3.2M	+$371.1K	2026-10-29
Whitener Capital Management, Inc.	INCREASED	92,542	90,616	+1,926	+2%	$2.2M	$2.5M	+$307.7K	2026-10-15
D.A. Davidson & Co.	DECREASED	74,916	75,136	-220	0%	$1.9M	$2.1M	+$205.1K	2026-10-28
Uhlmann Price Securities, LLC	INCREASED	71,267	70,166	+1,101	+2%	$1.7M	$2.0M	+$227.5K	2026-11-03
Allspring Global Investments Holdings, LLC	INCREASED	65,568	62,154	+3,414	+5%	$1.5M	$1.8M	+$268.6K	2026-11-04
Uncommon Cents Investing Inc	INCREASED	62,064	61,469	+595	+1%	$1.5M	$1.7M	+$189.1K	2026-10-20
Wealth Enhancement Advisory Services, LLC	DECREASED	61,290	61,894	-604	-1%	$1.6M	$1.8M	+$201.1K	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	57,026	55,821	+1,205	+2%	$1.4M	$1.6M	+$190.0K	2026-11-02
Nations Financial Group Inc,	INCREASED	50,570	50,562	+8	+0%	$1.2M	$1.4M	+$142.3K	2026-11-05
Burney Co/	INCREASED	50,350	49,519	+831	+2%	$1.2M	$1.4M	+$162.0K	2026-10-15
Calamos Advisors LLC	INCREASED	45,729	32,307	+13,422	+42%	$798.6K	$1.3M	+$460.3K	2026-11-02
Wealthcare Advisory Partners LLC	INCREASED	44,693	42,179	+2,514	+6%	$1.0M	$1.2M	+$187.8K	2026-10-21
Cullen Investment Group, Ltd.	DECREASED	24,265	24,699	-434	-2%	$610.6K	$708.0K	+$97.5K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	19,941	26,409	-6,468	-24%	$652.8K	$549.0K	-$103.9K	2026-11-02
Alta Capital Management LLC/	UNCHANGED	16,000	16,000	0	0%	$395.5K	$440.5K	+$45.0K	2026-10-26
Kestra Advisory Services, LLC	DECREASED	14,791	14,972	-181	-1%	$370.1K	$407.2K	+$37.1K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	14,661	13,755	+906	+7%	$340.0K	$403.6K	+$63.6K	2026-10-16
SeaCrest Wealth Management, LLC	UNCHANGED	12,600	12,600	0	0%	$311.5K	$346.9K	+$35.4K	2026-10-21
JFS Wealth Advisors, LLC	UNCHANGED	9,369	9,369	0	0%	$231.6K	$257.9K	+$26.3K	2026-11-03
Searle & Co.	DECREASED	7,974	10,254	-2,280	-22%	$253.5K	$219.5K	-$34.0K	2026-11-04
Meridian Investment Counsel Inc.	NEW	7,779	—	+7,779	—	—	$214.2K	—	2026-10-14
Altfest L J & Co Inc	NEW	7,401	—	+7,401	—	—	$203.8K	—	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	5,385	5,385	0	0%	$133.1K	$148.2K	+$15.1K	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	1,873	1,873	0	0%	$46.3K	$51.6K	+$5.3K	2026-11-04
Hilltop National Bank	UNCHANGED	1,695	1,695	0	0%	$41.9K	$46.7K	+$4.8K	2026-10-14
Lanark Financial, Inc.	INCREASED	1,301	1,276	+25	+2%	$31.5K	$35.8K	+$4.3K	2026-10-26
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,199	1,365	-166	-12%	$33.7K	$33.0K	-$735	2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	1,108	1,108	0	0%	$27.4K	$30.5K	+$3.1K	2026-10-23
Community Financial Services Group, LLC	INCREASED	1,100	400	+700	+175%	$9.8K	$30.5K	+$20.6K	2026-10-15
Valley Wealth Managers, Inc.	NEW	869	—	+869	—	—	$23.9K	—	2026-10-09
Barrett & Company, Inc.	UNCHANGED	800	800	0	0%	$19.8K	$22.0K	+$2.2K	2026-10-22
Parkside Financial Bank & Trust	UNCHANGED	682	682	0	0%	$16.9K	$18.8K	+$1.9K	2026-10-27
WPG Advisers, LLC	INCREASED	601	599	+2	+0%	$14.8K	$16.5K	+$1.7K	2026-10-27
Cape Investment Advisory, Inc.	UNCHANGED	493	493	0	0%	$12.2K	$13.6K	+$1.4K	2026-10-13
Private Wealth Management Group, LLC	NEW	298	—	+298	—	—	$8.2K	—	2026-10-19
Mosley Wealth Management	UNCHANGED	89	89	0	0%	$2.2K	$2.6K	+$407	2026-10-16
Root Financial Partners, LLC	NEW	36	—	+36	—	—	$991	—	2026-10-21
Wolverine Asset Management LLC	CLOSED	0	18,748	-18,748	-100%	$463.5K	$0	-$463.5K	2026-11-02
Hager Investment Management Services, LLC	CLOSED	0	582	-582	-100%	$14.4K	$0	-$14.4K	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	153	-153	-100%	$3.8K	$0	-$3.8K	2026-10-15
Elevated Capital Advisors, LLC	CLOSED	0	140	-140	-100%	$3.4K	$0	-$3.4K	2026-11-04
Saba Capital Management, L.P.A	N/A	—	2,269,294	-2,269,294	-100%	$56.1M	—	—	—
Morgan Stanley	N/A	—	1,449,627	-1,449,627	-100%	$35.8M	—	—	—
Lazard Asset Management LLC	N/A	—	507,973	-507,973	-100%	$12.6M	—	—	—
Royal Bank of Canada	N/A	—	428,278	-428,278	-100%	$10.6M	—	—	—
Raymond James Financial Inc	N/A	—	241,498	-241,498	-100%	$6.0M	—	—	—
Cohen & Steers, Inc.	N/A	—	178,985	-178,985	-100%	$4.4M	—	—	—
Basepoint Wealth LLC	N/A	—	162,138	-162,138	-100%	$4.0M	—	—	—
Intrepid Family Office LLC	N/A	—	159,066	-159,066	-100%	$3.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	158,447	-158,447	-100%	$3.9M	—	—	—
FCA Corp	N/A	—	133,448	-133,448	-100%	$3.3M	—	—	—
Bank of America Corp	N/A	—	124,284	-124,284	-100%	$3.1M	—	—	—
LPL Financial LLC	N/A	—	119,218	-119,218	-100%	$2.9M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	115,997	-115,997	-100%	$2.9M	—	—	—
Advisors Asset Management, Inc.	N/A	—	111,116	-111,116	-100%	$2.7M	—	—	—
North Star Asset Management Inc	N/A	—	87,849	-87,849	-100%	$2.2M	—	—	—
First Trust Advisors LP	N/A	—	77,469	-77,469	-100%	$1.9M	—	—	—
CSS LLC	N/A	—	75,495	-75,495	-100%	$1.9M	—	—	—
Sprott Inc.	N/A	—	74,172	-74,172	-100%	$1.8M	—	—	—
Verition Fund Management LLC	N/A	—	68,636	-68,636	-100%	$1.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	58,137	-58,137	-100%	$1.4M	—	—	—
Wells Fargo & Company	N/A	—	48,769	-48,769	-100%	$1.2M	—	—	—
Stifel Financial Corp	N/A	—	43,997	-43,997	-100%	$1.1M	—	—	—
Principal Securities, Inc.	N/A	—	43,358	-43,358	-100%	$1.1M	—	—	—
Aspire Capital Advisors LLC	N/A	—	40,764	-40,764	-100%	$1.0M	—	—	—
St. James Investment Company, LLC	N/A	—	37,130	-37,130	-100%	$917.9K	—	—	—
Roberts Glore & Co Inc	N/A	—	36,644	-36,644	-100%	$905.8K	—	—	—
Cetera Investment Advisers	N/A	—	33,391	-33,391	-100%	$825.4K	—	—	—
Walsh & Associates, LLC	N/A	—	31,472	-31,472	-100%	$778.0K	—	—	—
Guggenheim Capital LLC	N/A	—	31,365	-31,365	-100%	$775.3K	—	—	—
Kovack Advisors, Inc.	N/A	—	31,162	-31,162	-100%	$766.0K	—	—	—
HighTower Advisors, LLC	N/A	—	27,374	-27,374	-100%	$676.7K	—	—	—
UBS Group AG	N/A	—	27,220	-27,220	-100%	$672.9K	—	—	—
Baird Financial Group, Inc.	N/A	—	26,713	-26,713	-100%	$660.3K	—	—	—
Evolve Private Wealth, LLC	N/A	—	24,734	-24,734	-100%	$611.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	22,717	-22,717	-100%	$561.8K	—	—	—
Logan Stone Capital, LLC	N/A	—	20,192	-20,192	-100%	$499.1K	—	—	—
Millennium Management LLC	N/A	—	18,648	-18,648	-100%	$461.0K	—	—	—
Man Group plc	N/A	—	15,437	-15,437	-100%	$381.6K	—	—	—
Jane Street Group, LLC	N/A	—	15,193	-15,193	-100%	$375.6K	—	—	—
Level Four Advisory Services, LLC	N/A	—	13,940	-13,940	-100%	$344.6K	—	—	—
Moors & Cabot, Inc.	N/A	—	11,683	-11,683	-100%	$288.8K	—	—	—
NorthRock Partners, LLC	N/A	—	11,528	-11,528	-100%	$285.0K	—	—	—
XTX Topco Ltd	N/A	—	9,239	-9,239	-100%	$228.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	9,041	-9,041	-100%	$223.5K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	8,900	-8,900	-100%	$220.0K	—	—	—
Mariner, LLC	N/A	—	8,504	-8,504	-100%	$210.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,445	-8,445	-100%	$208.8K	—	—	—
Citadel Advisors LLC	N/A	—	8,422	-8,422	-100%	$208.2K	—	—	—
Quantedge Capital Pte Ltd	N/A	—	8,232	-8,232	-100%	$203.5K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	8,091	-8,091	-100%	$200.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,550	-4,550	-100%	$112.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,941	-3,941	-100%	$97.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,488	-3,488	-100%	$86.2K	—	—	—
JPMorgan Chase & Co	N/A	—	3,428	-3,428	-100%	$84.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	2,465	-2,465	-100%	$60.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,882	-1,882	-100%	$46.5K	—	—	—
Fifth Third Bancorp	N/A	—	1,773	-1,773	-100%	$43.8K	—	—	—
Zazove Associates LLC	N/A	—	987	-987	-100%	$24.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	300	-300	-100%	$7.4K	—	—	—
Ancora Advisors LLCA	N/A	—	200	-200	-100%	$4.9K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	14	-14	-100%	$354	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12	-12	-100%	$297	—	—	—

Showing 104 of 104 institutions