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Midcap Financial Investment (MFIC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Russell Investments Group, Ltd.
INCREASED
Shares1,172,112 from 1,141,719
Change+30,393 (+3%)
Value$10.2M (-$1.3M)
Filed 2026-11-06
Muzinich & Co., Inc.
INCREASED
Shares757,054 from 744,421
Change+12,633 (+2%)
Value$6.6M (-$887.1K)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares549,575 from 549,575
Change0 (0%)
Value$4.8M (-$736.4K)
Filed 2026-10-29
Condor Capital Management
INCREASED
Shares435,851 from 431,882
Change+3,969 (+1%)
Value$3.8M (-$544.0K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares367,935 from 374,284
Change-6,349 (-2%)
Value$3.2M (-$557.0K)
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares263,690 from 264,846
Change-1,156 (0%)
Value$2.3M (-$365.0K)
Filed 2026-11-03
Beach Point Capital Management LP
DECREASED
Shares240,361 from 440,361
Change-200,000 (-45%)
Value$2.1M (-$2.3M)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares229,178 from 236,649
Change-7,471 (-3%)
Value$2.0M (-$382.4K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares190,062 from 98,743
Change+91,319 (+92%)
Value$1.7M (+$665.8K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares133,895 from 133,313
Change+582 (+0%)
Value$1.2M (-$173.5K)
Filed 2026-11-05
Confluence Investment Management LLC
INCREASED
Shares126,539 from 118,551
Change+7,988 (+7%)
Value$1.1M (-$89.0K)
Filed 2026-10-01
LSV Asset Management
UNCHANGED
Shares96,100 from 96,100
Change0 (0%)
Value$840.0K (-$129.0K)
Filed 2026-11-06
Camelot Portfolios, LLC
INCREASED
Shares91,763 from 62,646
Change+29,117 (+46%)
Value$802.0K (+$170.5K)
Filed 2026-11-09
Lido Advisors, LLC
INCREASED
Shares78,125 from 69,529
Change+8,596 (+12%)
Value$682.8K (-$18.0K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares68,531 from 72,677
Change-4,146 (-6%)
Value$599.0K (-$133.6K)
Filed 2026-10-23
Millennium Capital Advisors, LLC
INCREASED
Shares61,823 from 61,822
Change+1 (0%)
Value$540.3K (-$82.8K)
Filed 2026-10-16
Garner Asset Management Corp
DECREASED
Shares59,010 from 74,376
Change-15,366 (-21%)
Value$493.3K (-$256.4K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares54,253 from 55,306
Change-1,053 (-2%)
Value$474.2K (-$83.3K)
Filed 2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares50,657 from 45,787
Change+4,870 (+11%)
Value$443.0K (-$19.0K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares41,163 from 40,474
Change+689 (+2%)
Value$359.8K (-$48.2K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares39,261 from 14,914
Change+24,347 (+163%)
Value$343.1K (+$192.8K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares33,589 from 80,291
Change-46,702 (-58%)
Value$293.6K (-$515.8K)
Filed 2026-10-13
Closed-End Fund Advisors, Inc.
DECREASED
Shares32,896 from 32,967
Change-71 (0%)
Value$287.5K (-$44.8K)
Filed 2026-11-04
Meridian Investment Counsel Inc.
DECREASED
Shares32,103 from 38,558
Change-6,455 (-17%)
Value$280.6K (-$108.1K)
Filed 2026-10-14
Cidel Asset Management Inc
DECREASED
Shares31,557 from 50,300
Change-18,743 (-37%)
Value$275.8K (-$231.2K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares29,177 from 30,127
Change-950 (-3%)
Value$255.0K (-$49.0K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares27,235 from 26,127
Change+1,108 (+4%)
Value$238.0K (-$25.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares26,200 from 26,147
Change+53 (+0%)
Value$229.0K (-$35.6K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
NEW
Shares25,978
Change+25,978
Value$227.0K
Filed 2026-11-04
DKM Wealth Management, Inc.
UNCHANGED
Shares23,500 from 23,500
Change0 (0%)
Value$205.4K (-$31.5K)
Filed 2026-10-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares22,281 from 22,281
Change0 (0%)
Value$224.6K ($0)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares21,685 from 18,756
Change+2,929 (+16%)
Value$189.5K (+$470)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares20,579 from 13,329
Change+7,250 (+54%)
Value$180.0K (+$46.0K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares18,973 from 18,637
Change+336 (+2%)
Value$165.8K (-$22.0K)
Filed 2026-10-16
Kestra Advisory Services, LLC
NEW
Shares18,080
Change+18,080
Value$158.0K
Filed 2026-11-02
Americana Partners, LLC
UNCHANGED
Shares16,952 from 16,952
Change0 (0%)
Value$148.2K (-$22.7K)
Filed 2026-10-28
Squarepoint Ops LLC
DECREASED
Shares15,946 from 19,932
Change-3,986 (-20%)
Value$139.4K (-$61.5K)
Filed 2026-11-09
HB Wealth Management, LLC
INCREASED
Shares14,907 from 14,401
Change+506 (+4%)
Value$130.3K (-$14.9K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares14,322 from 17,245
Change-2,923 (-17%)
Value$125.2K (-$48.7K)
Filed 2026-10-29
Melfa Wealth Management, Inc.
UNCHANGED
Shares13,718 from 13,718
Change0 (0%)
Value$119.9K (-$18.4K)
Filed 2026-11-06
Founders Financial Alliance, LLC
INCREASED
Shares12,994 from 12,868
Change+126 (+1%)
Value$113.6K (-$16.1K)
Filed 2026-11-10
First Affirmative Financial Network
NEW
Shares12,507
Change+12,507
Value$109.3K
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares12,032 from 11,737
Change+295 (+3%)
Value$105.2K (-$13.1K)
Filed 2026-10-26
LB Partners LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$104.9K (-$16.1K)
Filed 2026-11-05
Decision Investments, Inc
INCREASED
Shares11,630 from 11,030
Change+600 (+5%)
Value$101.6K (-$9.5K)
Filed 2026-10-07
MRA Advisory Group
INCREASED
Shares11,432 from 11,186
Change+246 (+2%)
Value$99.9K (-$12.8K)
Filed 2026-10-07
Bayshore Capital Advisors, LLC
DECREASED
Shares11,380 from 97,580
Change-86,200 (-88%)
Value$99.5K (-$884.1K)
Filed 2026-11-02
Bank Pictet & Cie (Europe) AG
INCREASED
Shares11,018 from 10,320
Change+698 (+7%)
Value$96.3K (-$7.7K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares10,901 from 10,901
Change0 (0%)
Value$95.3K (-$14.6K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
INCREASED
Shares10,548 from 10,183
Change+365 (+4%)
Value$92.2K (-$10.5K)
Filed 2026-10-28
Stiles Financial Services Inc
NEW
Shares10,361
Change+10,361
Value$90.6K
Filed 2026-10-30
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares10,143 from 11,113
Change-970 (-9%)
Value$88.7K (-$23.4K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares9,933 from 9,933
Change0 (0%)
Value$86.8K (-$13.3K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares8,507 from 8,218
Change+289 (+4%)
Value$74.3K (-$8.5K)
Filed 2026-10-27
Harbour Investments, Inc.
DECREASED
Shares7,090 from 7,770
Change-680 (-9%)
Value$62.0K (-$16.4K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
INCREASED
Shares4,531 from 4,242
Change+289 (+7%)
Value$39.6K (-$3.2K)
Filed 2026-11-06
Financial Consulate, Inc
INCREASED
Shares4,355 from 4,207
Change+148 (+4%)
Value$38.1K (-$4.3K)
Filed 2026-10-23
Access Investment Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$35.0K (-$5.4K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$30.6K (-$4.7K)
Filed 2026-10-20
Advocate Investing Services LLC
UNCHANGED
Shares3,133 from 3,133
Change0 (0%)
Value$27.4K (-$4.2K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$25.3K ($0)
Filed 2026-11-06
Central Trust Co
NEW
Shares2,000
Change+2,000
Value$17.5K
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares1,985 from 782
Change+1,203 (+154%)
Value$17.3K (+$9.5K)
Filed 2026-10-23
Summit Securities Group LLC
NEW
Shares1,756
Change+1,756
Value$15.3K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$11.0K (-$1.7K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares987 from 1,516
Change-529 (-35%)
Value$8.6K (-$6.7K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$8.0K (-$1.2K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares760 from 360
Change+400 (+111%)
Value$6.6K (+$3.0K)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares707 from 2,047
Change-1,340 (-65%)
Value$6.2K (-$14.5K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares657 from 848
Change-191 (-23%)
Value$5.7K (-$2.8K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$4.6K (-$703)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares522 from 584
Change-62 (-11%)
Value$4.6K (-$1.3K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.4K (-$670)
Filed 2026-10-21
First Command Advisory Services, Inc.
NEW
Shares351
Change+351
Value$3.1K
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$2.9K (-$447)
Filed 2026-10-08
Cheviot Value Management, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$2.9K (-$447)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$2.9K (-$446)
Filed 2026-10-27
N.E.W. Advisory Services LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$1.9K (-$289)
Filed 2026-11-09
Key FInancial Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$1.3K (-$201)
Filed 2026-11-02
Peoples Financial Services Corp.
NEW
Shares78
Change+78
Value$681
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED
Shares42 from 91
Change-49 (-54%)
Value$367 (-$550)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 20,014
Change-20,014 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-13
HighTower Advisors, LLC
CLOSED
Shares0 from 19,925
Change-19,925 (-100%)
Value$0 (-$200.8K)
Filed 2026-11-10
MQS Management LLC
CLOSED
Shares0 from 11,928
Change-11,928 (-100%)
Value$0 (-$120.2K)
Filed 2026-11-06
StoneX Group Inc.
CLOSED
Shares0 from 11,470
Change-11,470 (-100%)
Value$0 (-$121.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,887
Change-5,887 (-100%)
Value$0 (-$59.3K)
Filed 2026-10-15
State of Alaska, Department of Revenue
CLOSED
Shares0 from 3,871
Change-3,871 (-100%)
Value$0 (-$39.0K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$24.2K)
Filed 2026-10-13
Thornburg Investment Management Inc
N/A
Shares— from 3,237,783
Change-3,237,783 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 2,348,753
Change-2,348,753 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,104,647
Change-2,104,647 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 1,944,500
Change-1,944,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,929,691
Change-1,929,691 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,899,667
Change-1,899,667 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,530,893
Change-1,530,893 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,078,291
Change-1,078,291 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,052,384
Change-1,052,384 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 789,579
Change-789,579 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 527,873
Change-527,873 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 512,823
Change-512,823 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 441,518
Change-441,518 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 414,657
Change-414,657 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 393,638
Change-393,638 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 391,814
Change-391,814 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 387,610
Change-387,610 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 383,938
Change-383,938 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 302,773
Change-302,773 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 245,688
Change-245,688 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 245,485
Change-245,485 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 215,136
Change-215,136 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 213,203
Change-213,203 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 207,239
Change-207,239 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 187,298
Change-187,298 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 186,679
Change-186,679 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 151,634
Change-151,634 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 146,152
Change-146,152 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 140,477
Change-140,477 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 132,029
Change-132,029 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 127,082
Change-127,082 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 122,100
Change-122,100 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 118,353
Change-118,353 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 116,034
Change-116,034 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 108,333
Change-108,333 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 102,066
Change-102,066 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 101,306
Change-101,306 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 96,801
Change-96,801 (-100%)
Value—
Stephens Inc
N/A
Shares— from 79,860
Change-79,860 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 77,805
Change-77,805 (-100%)
Value—
Varcov Co.
N/A
Shares— from 69,192
Change-69,192 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 54,554
Change-54,554 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 54,303
Change-54,303 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 51,819
Change-51,819 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 45,537
Change-45,537 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 43,045
Change-43,045 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 40,885
Change-40,885 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 40,780
Change-40,780 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 39,649
Change-39,649 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 38,582
Change-38,582 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 37,693
Change-37,693 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 37,267
Change-37,267 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 36,922
Change-36,922 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 30,856
Change-30,856 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 30,326
Change-30,326 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,522
Change-29,522 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 28,906
Change-28,906 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,224
Change-27,224 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
&partners
N/A
Shares— from 24,077
Change-24,077 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,532
Change-23,532 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 18,650
Change-18,650 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,622
Change-15,622 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 15,368
Change-15,368 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,936
Change-11,936 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 11,611
Change-11,611 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,422
Change-10,422 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 10,223
Change-10,223 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,125
Change-8,125 (-100%)
Value—
Westchester Capital Management, LLC
N/A
Shares— from 7,702
Change-7,702 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 563
Change-563 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Status
Russell Investments Group, Ltd.
INCREASED1,172,1121,141,719+30,393+3%$11.5M$10.2M-$1.3M2026-11-06
Muzinich & Co., Inc.
INCREASED757,054744,421+12,633+2%$7.5M$6.6M-$887.1K2026-10-22
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED549,575549,57500%$5.5M$4.8M-$736.4K2026-10-29
Condor Capital Management
INCREASED435,851431,882+3,969+1%$4.4M$3.8M-$544.0K2026-11-06
D.A. Davidson & Co.
DECREASED367,935374,284-6,349-2%$3.8M$3.2M-$557.0K2026-10-28
United Advisor Group, LLC
DECREASED263,690264,846-1,1560%$2.7M$2.3M-$365.0K2026-11-03
Beach Point Capital Management LP
DECREASED240,361440,361-200,000-45%$4.4M$2.1M-$2.3M2026-10-20
LPL Financial LLC
DECREASED229,178236,649-7,471-3%$2.4M$2.0M-$382.4K2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED190,06298,743+91,319+92%$995.3K$1.7M+$665.8K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED133,895133,313+582+0%$1.3M$1.2M-$173.5K2026-11-05
Confluence Investment Management LLC
INCREASED126,539118,551+7,988+7%$1.2M$1.1M-$89.0K2026-10-01
LSV Asset Management
UNCHANGED96,10096,10000%$969.0K$840.0K-$129.0K2026-11-06
Camelot Portfolios, LLC
INCREASED91,76362,646+29,117+46%$631.5K$802.0K+$170.5K2026-11-09
Lido Advisors, LLC
INCREASED78,12569,529+8,596+12%$700.9K$682.8K-$18.0K2026-11-04
Sigma Planning Corp
DECREASED68,53172,677-4,146-6%$732.6K$599.0K-$133.6K2026-10-23
Millennium Capital Advisors, LLC
INCREASED61,82361,822+10%$623.2K$540.3K-$82.8K2026-10-16
Garner Asset Management Corp
DECREASED59,01074,376-15,366-21%$749.7K$493.3K-$256.4K2026-10-30
Capital Investment Advisors, LLC
DECREASED54,25355,306-1,053-2%$557.5K$474.2K-$83.3K2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
INCREASED50,65745,787+4,870+11%$462.0K$443.0K-$19.0K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED41,16340,474+689+2%$408.0K$359.8K-$48.2K2026-10-20
Creative Planning
INCREASED39,26114,914+24,347+163%$150.3K$343.1K+$192.8K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED33,58980,291-46,702-58%$809.3K$293.6K-$515.8K2026-10-13
Closed-End Fund Advisors, Inc.
DECREASED32,89632,967-710%$332.3K$287.5K-$44.8K2026-11-04
Meridian Investment Counsel Inc.
DECREASED32,10338,558-6,455-17%$388.7K$280.6K-$108.1K2026-10-14
Cidel Asset Management Inc
DECREASED31,55750,300-18,743-37%$507.0K$275.8K-$231.2K2026-10-29
Wedbush Securities Inc
DECREASED29,17730,127-950-3%$304.0K$255.0K-$49.0K2026-10-22
Truist Financial Corp
INCREASED27,23526,127+1,108+4%$263.4K$238.0K-$25.3K2026-10-30
International Assets Investment Management, LLC
INCREASED26,20026,147+53+0%$264.6K$229.0K-$35.6K2026-11-02
Beverly Hills Private Wealth, LLC
NEW25,978—+25,978——$227.0K—2026-11-04
DKM Wealth Management, Inc.
UNCHANGED23,50023,50000%$236.9K$205.4K-$31.5K2026-10-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED22,28122,28100%$224.6K$224.6K$02026-10-15
Commonwealth Equity Services, LLC
INCREASED21,68518,756+2,929+16%$189.1K$189.5K+$4702026-11-02
Park Avenue Securities LLC
INCREASED20,57913,329+7,250+54%$134.0K$180.0K+$46.0K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED18,97318,637+336+2%$187.9K$165.8K-$22.0K2026-10-16
Kestra Advisory Services, LLC
NEW18,080—+18,080——$158.0K—2026-11-02
Americana Partners, LLC
UNCHANGED16,95216,95200%$170.9K$148.2K-$22.7K2026-10-28
Squarepoint Ops LLC
DECREASED15,94619,932-3,986-20%$200.9K$139.4K-$61.5K2026-11-09
HB Wealth Management, LLC
INCREASED14,90714,401+506+4%$145.2K$130.3K-$14.9K2026-10-23
ProShare Advisors LLC
DECREASED14,32217,245-2,923-17%$173.8K$125.2K-$48.7K2026-10-29
Melfa Wealth Management, Inc.
UNCHANGED13,71813,71800%$138.3K$119.9K-$18.4K2026-11-06
Founders Financial Alliance, LLC
INCREASED12,99412,868+126+1%$129.7K$113.6K-$16.1K2026-11-10
First Affirmative Financial Network
NEW12,507—+12,507——$109.3K—2026-10-21
Oppenheimer & Co Inc
INCREASED12,03211,737+295+3%$118.3K$105.2K-$13.1K2026-10-26
LB Partners LLC
UNCHANGED12,00012,00000%$121.0K$104.9K-$16.1K2026-11-05
Decision Investments, Inc
INCREASED11,63011,030+600+5%$111.2K$101.6K-$9.5K2026-10-07
MRA Advisory Group
INCREASED11,43211,186+246+2%$112.8K$99.9K-$12.8K2026-10-07
Bayshore Capital Advisors, LLC
DECREASED11,38097,580-86,200-88%$983.6K$99.5K-$884.1K2026-11-02
Bank Pictet & Cie (Europe) AG
INCREASED11,01810,320+698+7%$104.0K$96.3K-$7.7K2026-10-20
Williams Jones Wealth Management, Llc.
UNCHANGED10,90110,90100%$109.9K$95.3K-$14.6K2026-11-05
Dumont & Blake Investment Advisors LLC
INCREASED10,54810,183+365+4%$102.6K$92.2K-$10.5K2026-10-28
Stiles Financial Services Inc
NEW10,361—+10,361——$90.6K—2026-10-30
Walser Wealth Management Company, A Ltd Liability Co
DECREASED10,14311,113-970-9%$112.0K$88.7K-$23.4K2026-10-15
Fifth Third Bancorp
UNCHANGED9,9339,93300%$100.1K$86.8K-$13.3K2026-11-05
Parkside Financial Bank & Trust
INCREASED8,5078,218+289+4%$82.8K$74.3K-$8.5K2026-10-27
Harbour Investments, Inc.
DECREASED7,0907,770-680-9%$78.3K$62.0K-$16.4K2026-11-09
PNC Financial Services Group, Inc.
INCREASED4,5314,242+289+7%$42.8K$39.6K-$3.2K2026-11-06
Financial Consulate, Inc
INCREASED4,3554,207+148+4%$42.4K$38.1K-$4.3K2026-10-23
Access Investment Management LLC
UNCHANGED4,0004,00000%$40.3K$35.0K-$5.4K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED3,5003,50000%$35.3K$30.6K-$4.7K2026-10-20
Advocate Investing Services LLC
UNCHANGED3,1333,13300%$31.6K$27.4K-$4.2K2026-10-26
Allworth Financial LP
UNCHANGED2,5102,51000%$25.3K$25.3K$02026-11-06
Central Trust Co
NEW2,000—+2,000——$17.5K—2026-11-05
Signaturefd, LLC
INCREASED1,985782+1,203+154%$7.9K$17.3K+$9.5K2026-10-23
Summit Securities Group LLC
NEW1,756—+1,756——$15.3K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,2531,25300%$12.6K$11.0K-$1.7K2026-10-27
IFP Advisors, Inc
DECREASED9871,516-529-35%$15.3K$8.6K-$6.7K2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED91991900%$9.3K$8.0K-$1.2K2026-10-23
Triumph Capital Management
INCREASED760360+400+111%$3.6K$6.6K+$3.0K2026-10-14
Simplex Trading, LLC
DECREASED7072,047-1,340-65%$20.6K$6.2K-$14.5K2026-11-04
US Bancorp \de\
DECREASED657848-191-23%$8.5K$5.7K-$2.8K2026-11-05
Parallel Advisors, LLC
UNCHANGED52552500%$5.3K$4.6K-$7032026-11-03
Farther Finance Advisors, LLC
DECREASED522584-62-11%$5.9K$4.6K-$1.3K2026-10-08
Assetmark, Inc
UNCHANGED50050000%$5.0K$4.4K-$6702026-10-21
First Command Advisory Services, Inc.
NEW351—+351——$3.1K—2026-11-05
CoreCap Advisors, LLC
UNCHANGED33333300%$3.4K$2.9K-$4472026-10-08
Cheviot Value Management, LLC
UNCHANGED33333300%$3.4K$2.9K-$4472026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED33333300%$3.4K$2.9K-$4462026-10-27
N.E.W. Advisory Services LLC
UNCHANGED21621600%$2.2K$1.9K-$2892026-11-09
Key FInancial Inc
UNCHANGED15015000%$1.5K$1.3K-$2012026-11-02
Peoples Financial Services Corp.
NEW78—+78——$681—2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED4291-49-54%$917$367-$5502026-10-29
B. Riley Wealth Advisors, Inc.
CLOSED020,014-20,014-100%$201.3K$0-$201.3K2026-10-13
HighTower Advisors, LLC
CLOSED019,925-19,925-100%$200.8K$0-$200.8K2026-11-10
MQS Management LLC
CLOSED011,928-11,928-100%$120.2K$0-$120.2K2026-11-06
StoneX Group Inc.
CLOSED011,470-11,470-100%$121.3K$0-$121.3K2026-11-03
AdvisorNet Financial, Inc
CLOSED05,887-5,887-100%$59.3K$0-$59.3K2026-10-15
State of Alaska, Department of Revenue
CLOSED03,871-3,871-100%$39.0K$0-$39.0K2026-10-15
Gill Capital Partners, LLC
CLOSED02,400-2,400-100%$24.2K$0-$24.2K2026-10-13
Thornburg Investment Management Inc
N/A—3,237,783-3,237,783-100%$32.6M———
Apollo Management Holdings, L.P.
N/A—2,348,753-2,348,753-100%$23.7M———
Van Eck Associates Corp
N/A—2,104,647-2,104,647-100%$21.2M———
Soros Fund Management LLC
N/A—1,944,500-1,944,500-100%$19.6M———
UBS Group AG
N/A—1,929,691-1,929,691-100%$19.5M———
Next Capital Management LLC
N/A—1,899,667-1,899,667-100%$19.1M———
Morgan Stanley
N/A—1,530,893-1,530,893-100%$15.4M———
Wellington Management Group LLP
N/A—1,078,291-1,078,291-100%$10.9M———
Invesco Ltd.
N/A—1,052,384-1,052,384-100%$10.6M———
Legal & General Group Plc
N/A—789,579-789,579-100%$8.0M———
Raymond James Financial Inc
N/A—527,873-527,873-100%$5.3M———
Cura Wealth Advisors, LLC
N/A—512,823-512,823-100%$5.2M———
Franklin Resources Inc
N/A—441,518-441,518-100%$4.5M———
Castlekeep Investment Advisors LLC
N/A—414,657-414,657-100%$4.2M———
Janney Montgomery Scott LLC
N/A—393,638-393,638-100%$4.0M———
Ethos Financial Group, LLC
N/A—391,814-391,814-100%$3.9M———
Foundations Investment Advisors, LLC
N/A—387,610-387,610-100%$3.9M———
BlackRock, Inc.
N/A—383,938-383,938-100%$3.9M———
Wells Fargo & Company
N/A—302,773-302,773-100%$3.1M———
Advisors Asset Management, Inc.
N/A—245,688-245,688-100%$2.5M———
Citadel Advisors LLC
N/A—245,485-245,485-100%$2.5M———
Saba Capital Management, L.P.A
N/A—215,136-215,136-100%$2.2M———
Royal Bank of Canada
N/A—213,203-213,203-100%$2.1M———
Lazard Asset Management LLC
N/A—207,239-207,239-100%$2.1M———
Naviter Wealth, LLC
N/A—187,298-187,298-100%$1.9M———
Neuberger Berman Group LLC
N/A—186,679-186,679-100%$1.9M———
Cerity Partners LLC
N/A—151,634-151,634-100%$1.5M———
Two Sigma Investments, LP
N/A—146,152-146,152-100%$1.5M———
Almitas Capital LLC
N/A—140,477-140,477-100%$1.4M———
Sharpepoint LLC
N/A—132,029-132,029-100%$1.3M———
DnB Asset Management AS
N/A—127,082-127,082-100%$1.3M———
Bank of America Corp
N/A—122,100-122,100-100%$1.2M———
Osaic Holdings, Inc.
N/A—118,353-118,353-100%$1.2M———
Canada Life Assurance Co
N/A—116,034-116,034-100%$1.2M———
Envestnet Asset Management Inc
N/A—108,333-108,333-100%$1.1M———
Focus Partners Wealth
N/A—102,066-102,066-100%$1.0M———
Arkadios Wealth Advisors
N/A—101,306-101,306-100%$1.0M———
Balyasny Asset Management L.P.
N/A—96,801-96,801-100%$975.8K———
Stephens Inc
N/A—79,860-79,860-100%$805.0K———
XTX Topco Ltd
N/A—77,805-77,805-100%$784.3K———
Varcov Co.
N/A—69,192-69,192-100%$697.5K———
Denali Advisors LLC
N/A—54,554-54,554-100%$549.9K———
Principal Securities, Inc.
N/A—54,303-54,303-100%$547.4K———
Headlands Technologies LLC
N/A—51,819-51,819-100%$522.3K———
Alpine Global Management, LLC
N/A—45,537-45,537-100%$459.0K———
NewGen Asset Management Ltd
N/A—45,000-45,000-100%$453.6K———
Virtus Investment Advisers, LLC
N/A—43,045-43,045-100%$433.9K———
LeClair Wealth Partners LLC
N/A—40,885-40,885-100%$412.1K———
Panoramic Investment Advisors, LLC
N/A—40,780-40,780-100%$411.1K———
Caxton Associates LLP
N/A—39,649-39,649-100%$399.7K———
Stifel Financial Corp
N/A—38,582-38,582-100%$388.9K———
Schonfeld Strategic Advisors LLC
N/A—37,693-37,693-100%$379.9K———
Shufro Rose & Co LLC
N/A—37,267-37,267-100%$375.7K———
Victory Capital Management Inc
N/A—36,922-36,922-100%$372.2K———
Trexquant Investment LP
N/A—30,856-30,856-100%$311.0K———
Brevan Howard Capital Management LP
N/A—30,326-30,326-100%$305.7K———
JPMorgan Chase & Co
N/A—29,522-29,522-100%$297.0K———
Ameriprise Financial Inc
N/A—28,906-28,906-100%$291.4K———
Susquehanna International Group, LLP
N/A—27,224-27,224-100%$274.4K———
Tyche Wealth Partners LLC
N/A—26,000-26,000-100%$262.1K———
&partners
N/A—24,077-24,077-100%$242.7K———
Steward Partners Investment Advisory, LLC
N/A—23,532-23,532-100%$237.2K———
Cetera Investment Advisers
N/A—22,547-22,547-100%$227.3K———
Stratos Wealth Partners, Ltd.
N/A—22,200-22,200-100%$223.8K———
Everstar Asset Management, LLC
N/A—18,650-18,650-100%$188.0K———
Private Advisor Group, LLC
N/A—16,773-16,773-100%$169.1K———
Advisory Services Network, LLC
N/A—15,622-15,622-100%$157.5K———
FOX RUN Management, L.L.C.
N/A—15,368-15,368-100%$154.9K———
OneDigital Investment Advisors LLC
N/A—11,936-11,936-100%$120.3K———
Empowered Funds, LLC
N/A—11,920-11,920-100%$120.2K———
Oxford Asset Management LLP
N/A—11,611-11,611-100%$117.0K———
Mariner, LLC
N/A—11,607-11,607-100%$117.0K———
Atlantic Union Bankshares Corp
N/A—10,500-10,500-100%$105.8K———
Sovereign Financial Group, Inc.
N/A—10,422-10,422-100%$105.1K———
Guggenheim Capital LLC
N/A—10,223-10,223-100%$103.0K———
Millennium Management LLC
N/A—10,173-10,173-100%$102.5K———
BNP Paribas Financial Markets
N/A—8,125-8,125-100%$81.9K———
Westchester Capital Management, LLC
N/A—7,702-7,702-100%$77.6K———
Jones Financial Companies Lllp
N/A—5,124-5,124-100%$50.8K———
Tower Research Capital LLC (TRC)
N/A—2,793-2,793-100%$28.2K———
NewEdge Advisors, LLC
N/A—2,455-2,455-100%$24.7K———
Arax Advisory Partners
N/A—1,724-1,724-100%$17.4K———
Anchor Investment Management, LLC
N/A—1,145-1,145-100%$11.5K———
Aventura Private Wealth, LLC
N/A—656-656-100%$6.6K———
Northwestern Mutual Wealth Management Co
N/A—563-563-100%$5.7K———
Rockefeller Capital Management L.P.
N/A—537-537-100%$5.4K———
Global Retirement Partners, LLC
N/A—505-505-100%$5.1K———
Group One Trading LLC
N/A—379-379-100%$3.8K———
CVA Family Office, LLC
N/A—333-333-100%$3.4K———
Showing 177 of 177 institutions