Barings BDC Inc (BBDC)

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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Barings LLC

UNCHANGED

Shares13,639,681 from 13,639,681

Change0 (0%)

Value$117.6M (+$1.4M)

Filed 2026-10-22

Private Management Group Inc

INCREASED

Shares4,890,673 from 4,779,724

Change+110,949 (+2%)

Value$42.2M (+$1.4M)

Filed 2026-11-04

Muzinich & Co., Inc.

INCREASED

Shares798,922 from 714,955

Change+83,967 (+12%)

Value$6.9M (+$795.3K)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

INCREASED

Shares589,412 from 577,412

Change+12,000 (+2%)

Value$5.1M (+$161.2K)

Filed 2026-10-29

Thrivent Financial for Lutherans

INCREASED

Shares512,632 from 475,834

Change+36,798 (+8%)

Value$4.4M (+$392.0K)

Filed 2026-11-05

GraniteShares Advisors LLC

INCREASED

Shares313,194 from 308,352

Change+4,842 (+2%)

Value$2.7M (+$72.6K)

Filed 2026-10-29

Confluence Investment Management LLC

INCREASED

Shares307,923 from 306,261

Change+1,662 (+1%)

Value$2.7M (+$45.0K)

Filed 2026-10-01

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares282,593 from 251,430

Change+31,163 (+12%)

Value$2.4M (+$293.8K)

Filed 2026-10-13

SBE LLC DBA Cedar Cove Wealth Partners

INCREASED

Shares231,454 from 218,811

Change+12,643 (+6%)

Value$2.0M (+$130.9K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares191,035 from 192,269

Change-1,234 (-1%)

Value$1.6M (+$9.0K)

Filed 2026-11-02

Steel Grove Capital Advisors, LLC

DECREASED

Shares152,547 from 152,667

Change-120 (0%)

Value$1.3M (+$14.2K)

Filed 2026-10-13

HUB Investment Partners, LLC

DECREASED

Shares114,933 from 137,608

Change-22,675 (-16%)

Value$990.7K (-$181.7K)

Filed 2026-11-03

Saxon Interests, Inc.

INCREASED

Shares107,772 from 105,056

Change+2,716 (+3%)

Value$929.0K (+$33.9K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares88,812 from 93,664

Change-4,852 (-5%)

Value$757.6K (-$45.1K)

Filed 2026-10-13

Ethic Inc.

NEW

Shares79,675

Change+79,675

Value$686.8K

Filed 2026-11-03

Apollon Wealth Management, LLC

INCREASED

Shares78,330 from 77,351

Change+979 (+1%)

Value$675.2K (+$16.2K)

Filed 2026-10-23

Prime Capital Investment Advisors, LLC

DECREASED

Shares70,546 from 71,366

Change-820 (-1%)

Value$608.1K (+$69)

Filed 2026-10-20

Caliber Wealth Management, LLC / KS

DECREASED

Shares62,081 from 70,685

Change-8,604 (-12%)

Value$535.1K (-$67.1K)

Filed 2026-11-04

Kestra Advisory Services, LLC

DECREASED

Shares61,933 from 62,949

Change-1,016 (-2%)

Value$533.9K (-$2.5K)

Filed 2026-11-02

Y-Intercept (Hong Kong) Ltd

NEW

Shares59,633

Change+59,633

Value$514.0K

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares57,716 from 57,619

Change+97 (+0%)

Value$497.5K (+$6.6K)

Filed 2026-11-02

Bison Wealth, LLC

UNCHANGED

Shares46,939 from 46,939

Change0 (0%)

Value$402.3K (+$1.9K)

Filed 2026-10-13

BI Asset Management Fondsmaeglerselskab A/S

INCREASED

Shares44,170 from 42,893

Change+1,277 (+3%)

Value$381.0K (+$16.0K)

Filed 2026-10-22

Closed-End Fund Advisors, Inc.

INCREASED

Shares38,813 from 35,284

Change+3,529 (+10%)

Value$334.6K (+$33.9K)

Filed 2026-11-04

MacKenzie Financial Corp

INCREASED

Shares31,747 from 31,006

Change+741 (+2%)

Value$273.7K (+$9.5K)

Filed 2026-11-02

Creative Planning

DECREASED

Shares28,765 from 29,194

Change-429 (-1%)

Value$248.0K (-$780)

Filed 2026-11-02

Sunbeam Capital Management, LLC

UNCHANGED

Shares28,257 from 28,257

Change0 (0%)

Value$243.6K (+$2.8K)

Filed 2026-11-05

Bfsg, LLC

INCREASED

Shares27,980 from 27,335

Change+645 (+2%)

Value$241.2K (+$8.3K)

Filed 2026-10-30

Wedbush Securities Inc

UNCHANGED

Shares27,886 from 27,886

Change0 (0%)

Value$240.0K (+$2.0K)

Filed 2026-10-22

Summit Securities Group LLC

NEW

Shares27,543

Change+27,543

Value$237.4K

Filed 2026-11-05

Eagle Global Advisors LLC

INCREASED

Shares27,395 from 27,295

Change+100 (+0%)

Value$236.1K (+$3.6K)

Filed 2026-11-02

Triumph Capital Management

UNCHANGED

Shares24,366 from 24,366

Change0 (0%)

Value$210.0K (+$2.4K)

Filed 2026-10-14

Advisor OS, LLC

UNCHANGED

Shares24,055 from 24,055

Change0 (0%)

Value$207.4K (+$2.4K)

Filed 2026-11-03

Raleigh Capital Management Inc.

INCREASED

Shares22,772 from 22,665

Change+107 (+0%)

Value$196.3K (+$3.2K)

Filed 2026-10-28

Sigma Planning Corp

DECREASED

Shares22,532 from 27,848

Change-5,316 (-19%)

Value$194.2K (-$43.0K)

Filed 2026-10-23

Kingswood Wealth Advisors, LLC

NEW

Shares21,256

Change+21,256

Value$183.2K

Filed 2026-10-23

Koshinski Asset Management, Inc.

DECREASED

Shares20,225 from 22,205

Change-1,980 (-9%)

Value$174.3K (-$14.8K)

Filed 2026-10-29

Patriot Financial Group Insurance Agency, LLC

UNCHANGED

Shares19,714 from 19,714

Change0 (0%)

Value$169.9K (+$2.0K)

Filed 2026-10-14

Central Pacific Bank - Trust Division

INCREASED

Shares18,699 from 16,699

Change+2,000 (+12%)

Value$161.2K (+$18.9K)

Filed 2026-10-06

Chicago Partners Investment Group LLC

INCREASED

Shares18,279 from 13,498

Change+4,781 (+35%)

Value$151.9K (+$41.4K)

Filed 2026-10-27

Armor Investment Advisors, LLC

DECREASED

Shares17,500 from 18,300

Change-800 (-4%)

Value$150.9K (-$5.1K)

Filed 2026-10-27

SeaCrest Wealth Management, LLC

INCREASED

Shares16,943 from 15,438

Change+1,505 (+10%)

Value$146.0K (+$14.5K)

Filed 2026-10-21

ProShare Advisors LLC

DECREASED

Shares16,344 from 17,499

Change-1,155 (-7%)

Value$140.9K (-$8.2K)

Filed 2026-10-29

Vann Equity Management LLC

INCREASED

Shares16,008 from 15,549

Change+459 (+3%)

Value$138.0K (+$5.5K)

Filed 2026-10-08

Blue Line Capital, LLC / IL

DECREASED

Shares15,219 from 15,681

Change-462 (-3%)

Value$131.2K (-$2.4K)

Filed 2026-11-04

Founders Financial Securities LLC

UNCHANGED

Shares14,726 from 14,726

Change0 (0%)

Value$126.9K (+$1.5K)

Filed 2026-10-28

Lido Advisors, LLC

DECREASED

Shares14,629 from 48,451

Change-33,822 (-70%)

Value$126.1K (-$286.7K)

Filed 2026-11-04

Nicholas Hoffman & Company, Llc.

UNCHANGED

Shares14,354 from 14,354

Change0 (0%)

Value$123.7K (+$1.4K)

Filed 2026-10-30

Integrity Alliance, Llc.

UNCHANGED

Shares13,754 from 13,754

Change0 (0%)

Value$118.6K (+$1.4K)

Filed 2026-10-29

Beaumont Financial Advisors, LLC

DECREASED

Shares13,746 from 18,746

Change-5,000 (-27%)

Value$118.5K (-$41.2K)

Filed 2026-10-22

RFG Advisory, LLC

UNCHANGED

Shares12,738 from 12,738

Change0 (0%)

Value$109.8K (+$1.3K)

Filed 2026-11-03

Global Assets Advisory, LLC

INCREASED

Shares12,608 from 11,833

Change+775 (+7%)

Value$108.8K (+$6.9K)

Filed 2026-10-28

INCREASED

Shares12,491 from 12,438

Change+53 (+0%)

Value$107.7K (+$1.7K)

Filed 2026-10-23

Soltis Investment Advisors LLC

DECREASED

Shares12,293 from 15,360

Change-3,067 (-20%)

Value$106.0K (-$24.9K)

Filed 2026-10-28

Castleview Partners, LLC

DECREASED

Shares12,125 from 13,466

Change-1,341 (-10%)

Value$104.5K (-$10.2K)

Filed 2026-10-09

Golden State Wealth Management, LLC

INCREASED

Shares11,917 from 7,977

Change+3,940 (+49%)

Value$102.7K (+$34.8K)

Filed 2026-11-02

BIP Wealth, LLC

INCREASED

Shares11,589 from 11,256

Change+333 (+3%)

Value$99.9K (+$4.0K)

Filed 2026-10-22

J.W. Cole Advisors, Inc.

NEW

Shares11,533

Change+11,533

Value$99.4K

Filed 2026-11-05

Redwood Financial Network Corp

UNCHANGED

Shares11,050 from 11,050

Change0 (0%)

Value$95.3K (+$1.1K)

Filed 2026-11-03

First Affirmative Financial Network

NEW

Shares10,503

Change+10,503

Value$90.5K

Filed 2026-10-21

Sound Income Strategies, LLC

DECREASED

Shares10,280 from 10,674

Change-394 (-4%)

Value$87.7K (-$3.3K)

Filed 2026-10-09

BOS Asset Management, LLC

UNCHANGED

Shares10,045 from 10,045

Change0 (0%)

Value$86.6K (+$1.0K)

Filed 2026-10-09

Farmers & Merchants Trust Co of Long Beach

DECREASED

Shares10,000 from 12,500

Change-2,500 (-20%)

Value$86.2K (-$20.3K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares7,536 from 7,319

Change+217 (+3%)

Value$65.0K (+$2.6K)

Filed 2026-10-08

Creative Financial Designs Inc

DECREASED

Shares6,973 from 10,571

Change-3,598 (-34%)

Value$60.1K (-$30.0K)

Filed 2026-11-04

Security National Bank

UNCHANGED

Shares6,481 from 6,481

Change0 (0%)

Value$55.9K (+$648)

Filed 2026-10-26

Evolution Wealth Management Inc.

NEW

Shares6,018

Change+6,018

Value$51.9K

Filed 2026-10-28

Larson Financial Group LLC

INCREASED

Shares5,295 from 5,278

Change+17 (+0%)

Value$45.6K (+$675)

Filed 2026-11-05

State of Alaska, Department of Revenue

UNCHANGED

Shares4,360 from 4,360

Change0 (0%)

Value$37 (-$37.0K)

Filed 2026-10-15

Signaturefd, LLC

INCREASED

Shares3,431 from 3,334

Change+97 (+3%)

Value$29.6K (+$1.2K)

Filed 2026-10-23

Cape Investment Advisory, Inc.

DECREASED

Shares3,121 from 3,926

Change-805 (-20%)

Value$26.9K (-$6.5K)

Filed 2026-10-13

GHP Investment Advisors, Inc.

INCREASED

Shares2,673 from 2,566

Change+107 (+4%)

Value$23.0K (+$1.2K)

Filed 2026-10-15

Spire Wealth Management

NEW

Shares2,248

Change+2,248

Value$19.4K

Filed 2026-10-30

Nfsg Corp

UNCHANGED

Shares1,801 from 1,801

Change0 (0%)

Value$15.5K (+$181)

Filed 2026-10-15

Private Trust Co NA

UNCHANGED

Shares1,163 from 1,163

Change0 (0%)

Value$10.0K (+$116)

Filed 2026-10-20

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares1,029 from 1,029

Change0 (0%)

Value$8.9K (+$103)

Filed 2026-11-02

Bank of New Hampshire

NEW

Shares1,000

Change+1,000

Value$8.6K

Filed 2026-10-06

Kingdom Financial Group Llc.

UNCHANGED

Shares960 from 960

Change0 (0%)

Value$8.3K (+$96)

Filed 2026-11-04

North Star Investment Management Corp.

INCREASED

Shares910 from 735

Change+175 (+24%)

Value$7.8K (+$1.6K)

Filed 2026-10-27

Citizens National Bank Trust Department

UNCHANGED

Shares879 from 879

Change0 (0%)

Value$7.6K (+$88)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares843 from 843

Change0 (0%)

Value$7.3K (+$85)

Filed 2026-11-03

Westside Investment Management, Inc.

DECREASED

Shares680 from 1,360

Change-680 (-50%)

Value$5.9K (-$5.7K)

Filed 2026-11-02

Fifth Third Bancorp

UNCHANGED

Shares238 from 238

Change0 (0%)

Value$2.1K (+$24)

Filed 2026-11-05

Compass Wealth Management LLC

NEW

Shares200

Change+200

Value$1.7K

Filed 2026-10-22

Jacobi Capital Management LLC

NEW

Shares111

Change+111

Value$958

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$879 (+$10)

Filed 2026-11-05

Costello Asset Management, Inc

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$862 (+$10)

Filed 2026-10-30

Hurley Capital, LLC

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$836 (+$10)

Filed 2026-11-05

SBI Securities Co., Ltd.

UNCHANGED

Shares77 from 77

Change0 (0%)

Value$664 (+$8)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

DECREASED

Shares39 from 60

Change-21 (-35%)

Value$336 (-$175)

Filed 2026-10-29

Privium Fund Management (UK) Ltd

CLOSED

Shares0 from 150,500

Change-150,500 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 12,545

Change-12,545 (-100%)

Value$0 (-$107.4K)

Filed 2026-11-02

MeadowBrook Investment Advisors LLC

CLOSED

Shares0 from 6,165

Change-6,165 (-100%)

Value$0 (-$52.5K)

Filed 2026-10-29

Mather Group, Llc.

CLOSED

Shares0 from 4,976

Change-4,976 (-100%)

Value$0 (-$42.4K)

Filed 2026-10-14

Sterling Capital Management LLC

CLOSED

Shares0 from 2,394

Change-2,394 (-100%)

Value$0 (-$20.4K)

Filed 2026-10-22

MCF Advisors LLC

CLOSED

Shares0 from 1,102

Change-1,102 (-100%)

Value$0 (-$9.4K)

Filed 2026-10-28

Ares Management LLC

N/A

Shares— from 4,164,327

Change-4,164,327 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 2,545,273

Change-2,545,273 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 2,309,564

Change-2,309,564 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,105,638

Change-2,105,638 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,365,788

Change-1,365,788 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,234,512

Change-1,234,512 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,129,980

Change-1,129,980 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 1,020,581

Change-1,020,581 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 960,577

Change-960,577 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 907,615

Change-907,615 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 879,822

Change-879,822 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 760,559

Change-760,559 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 690,777

Change-690,777 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 682,818

Change-682,818 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 509,220

Change-509,220 (-100%)

Value—

GCM Grosvenor Holdings, LLC

N/A

Shares— from 475,000

Change-475,000 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 417,051

Change-417,051 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 336,401

Change-336,401 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 293,725

Change-293,725 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 293,360

Change-293,360 (-100%)

Value—

Callodine Capital Management, LP

N/A

Shares— from 290,000

Change-290,000 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 224,104

Change-224,104 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 207,324

Change-207,324 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 205,194

Change-205,194 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 146,841

Change-146,841 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 138,892

Change-138,892 (-100%)

Value—

Cliffwater LLC

N/A

Shares— from 126,753

Change-126,753 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 122,815

Change-122,815 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 110,976

Change-110,976 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 109,880

Change-109,880 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 105,864

Change-105,864 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 103,326

Change-103,326 (-100%)

Value—

&partners

N/A

Shares— from 99,610

Change-99,610 (-100%)

Value—

Blair William & Co

N/A

Shares— from 98,833

Change-98,833 (-100%)

Value—

Diameter Capital Partners LP

N/A

Shares— from 96,589

Change-96,589 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 83,182

Change-83,182 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 81,620

Change-81,620 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 74,953

Change-74,953 (-100%)

Value—

FreeGulliver LLC

N/A

Shares— from 74,409

Change-74,409 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 61,589

Change-61,589 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 61,301

Change-61,301 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 61,107

Change-61,107 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 60,501

Change-60,501 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 50,135

Change-50,135 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 49,217

Change-49,217 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 46,700

Change-46,700 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 46,262

Change-46,262 (-100%)

Value—

MQS Management LLC

N/A

Shares— from 43,211

Change-43,211 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 37,677

Change-37,677 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 36,898

Change-36,898 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 32,827

Change-32,827 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 32,331

Change-32,331 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 31,929

Change-31,929 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 30,370

Change-30,370 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 27,800

Change-27,800 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 27,218

Change-27,218 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 25,378

Change-25,378 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 24,521

Change-24,521 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 24,026

Change-24,026 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 23,921

Change-23,921 (-100%)

Value—

Stephens Inc

N/A

Shares— from 23,576

Change-23,576 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 22,646

Change-22,646 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 22,543

Change-22,543 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 22,507

Change-22,507 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 21,919

Change-21,919 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 21,386

Change-21,386 (-100%)

Value—

Varcov Co.

N/A

Shares— from 20,215

Change-20,215 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 19,149

Change-19,149 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 17,961

Change-17,961 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 17,353

Change-17,353 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 17,196

Change-17,196 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 16,344

Change-16,344 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 15,874

Change-15,874 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 15,589

Change-15,589 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 15,305

Change-15,305 (-100%)

Value—

Tiaa Trust, National Association

N/A

Shares— from 14,727

Change-14,727 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 14,153

Change-14,153 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 13,402

Change-13,402 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 13,200

Change-13,200 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,024

Change-13,024 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 12,440

Change-12,440 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 12,384

Change-12,384 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 12,248

Change-12,248 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,230

Change-12,230 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 12,024

Change-12,024 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 12,008

Change-12,008 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 11,797

Change-11,797 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 11,448

Change-11,448 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,756

Change-10,756 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,469

Change-10,469 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 10,276

Change-10,276 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 9,710

Change-9,710 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 6,301

Change-6,301 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,974

Change-5,974 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 4,771

Change-4,771 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 4,550

Change-4,550 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 4,123

Change-4,123 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 4,060

Change-4,060 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,298

Change-3,298 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 3,292

Change-3,292 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,627

Change-2,627 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,418

Change-2,418 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 2,108

Change-2,108 (-100%)

Value—

10Elms LLP

N/A

Shares— from 1,817

Change-1,817 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,564

Change-1,564 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,366

Change-1,366 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 999

Change-999 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 953

Change-953 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 630

Change-630 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 603

Change-603 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 600

Change-600 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 460

Change-460 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 241

Change-241 (-100%)

Value—

Quarry LP

N/A

Shares— from 200

Change-200 (-100%)

Value—

FMR LLC

N/A

Shares— from 86

Change-86 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Barings LLC	UNCHANGED	13,639,681	13,639,681	0	0%	$116.2M	$117.6M	+$1.4M	2026-10-22
Private Management Group Inc	INCREASED	4,890,673	4,779,724	+110,949	+2%	$40.7M	$42.2M	+$1.4M	2026-11-04
Muzinich & Co., Inc.	INCREASED	798,922	714,955	+83,967	+12%	$6.1M	$6.9M	+$795.3K	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	INCREASED	589,412	577,412	+12,000	+2%	$4.9M	$5.1M	+$161.2K	2026-10-29
Thrivent Financial for Lutherans	INCREASED	512,632	475,834	+36,798	+8%	$4.1M	$4.4M	+$392.0K	2026-11-05
GraniteShares Advisors LLC	INCREASED	313,194	308,352	+4,842	+2%	$2.6M	$2.7M	+$72.6K	2026-10-29
Confluence Investment Management LLC	INCREASED	307,923	306,261	+1,662	+1%	$2.6M	$2.7M	+$45.0K	2026-10-01
Hennion & Walsh Asset Management, Inc.	INCREASED	282,593	251,430	+31,163	+12%	$2.1M	$2.4M	+$293.8K	2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners	INCREASED	231,454	218,811	+12,643	+6%	$1.9M	$2.0M	+$130.9K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	191,035	192,269	-1,234	-1%	$1.6M	$1.6M	+$9.0K	2026-11-02
Steel Grove Capital Advisors, LLC	DECREASED	152,547	152,667	-120	0%	$1.3M	$1.3M	+$14.2K	2026-10-13
HUB Investment Partners, LLC	DECREASED	114,933	137,608	-22,675	-16%	$1.2M	$990.7K	-$181.7K	2026-11-03
Saxon Interests, Inc.	INCREASED	107,772	105,056	+2,716	+3%	$895.1K	$929.0K	+$33.9K	2026-10-26
Wealth Enhancement Advisory Services, LLC	DECREASED	88,812	93,664	-4,852	-5%	$802.7K	$757.6K	-$45.1K	2026-10-13
Ethic Inc.	NEW	79,675	—	+79,675	—	—	$686.8K	—	2026-11-03
Apollon Wealth Management, LLC	INCREASED	78,330	77,351	+979	+1%	$659.0K	$675.2K	+$16.2K	2026-10-23
Prime Capital Investment Advisors, LLC	DECREASED	70,546	71,366	-820	-1%	$608.0K	$608.1K	+$69	2026-10-20
Caliber Wealth Management, LLC / KS	DECREASED	62,081	70,685	-8,604	-12%	$602.2K	$535.1K	-$67.1K	2026-11-04
Kestra Advisory Services, LLC	DECREASED	61,933	62,949	-1,016	-2%	$536.3K	$533.9K	-$2.5K	2026-11-02
Y-Intercept (Hong Kong) Ltd	NEW	59,633	—	+59,633	—	—	$514.0K	—	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	57,716	57,619	+97	+0%	$490.9K	$497.5K	+$6.6K	2026-11-02
Bison Wealth, LLC	UNCHANGED	46,939	46,939	0	0%	$400.4K	$402.3K	+$1.9K	2026-10-13
BI Asset Management Fondsmaeglerselskab A/S	INCREASED	44,170	42,893	+1,277	+3%	$365.0K	$381.0K	+$16.0K	2026-10-22
Closed-End Fund Advisors, Inc.	INCREASED	38,813	35,284	+3,529	+10%	$300.6K	$334.6K	+$33.9K	2026-11-04
MacKenzie Financial Corp	INCREASED	31,747	31,006	+741	+2%	$264.2K	$273.7K	+$9.5K	2026-11-02
Creative Planning	DECREASED	28,765	29,194	-429	-1%	$248.7K	$248.0K	-$780	2026-11-02
Sunbeam Capital Management, LLC	UNCHANGED	28,257	28,257	0	0%	$240.8K	$243.6K	+$2.8K	2026-11-05
Bfsg, LLC	INCREASED	27,980	27,335	+645	+2%	$232.9K	$241.2K	+$8.3K	2026-10-30
Wedbush Securities Inc	UNCHANGED	27,886	27,886	0	0%	$238.0K	$240.0K	+$2.0K	2026-10-22
Summit Securities Group LLC	NEW	27,543	—	+27,543	—	—	$237.4K	—	2026-11-05
Eagle Global Advisors LLC	INCREASED	27,395	27,295	+100	+0%	$232.6K	$236.1K	+$3.6K	2026-11-02
Triumph Capital Management	UNCHANGED	24,366	24,366	0	0%	$207.6K	$210.0K	+$2.4K	2026-10-14
Advisor OS, LLC	UNCHANGED	24,055	24,055	0	0%	$204.9K	$207.4K	+$2.4K	2026-11-03
Raleigh Capital Management Inc.	INCREASED	22,772	22,665	+107	+0%	$193.1K	$196.3K	+$3.2K	2026-10-28
Sigma Planning Corp	DECREASED	22,532	27,848	-5,316	-19%	$237.3K	$194.2K	-$43.0K	2026-10-23
Kingswood Wealth Advisors, LLC	NEW	21,256	—	+21,256	—	—	$183.2K	—	2026-10-23
Koshinski Asset Management, Inc.	DECREASED	20,225	22,205	-1,980	-9%	$189.2K	$174.3K	-$14.8K	2026-10-29
Patriot Financial Group Insurance Agency, LLC	UNCHANGED	19,714	19,714	0	0%	$168.0K	$169.9K	+$2.0K	2026-10-14
Central Pacific Bank - Trust Division	INCREASED	18,699	16,699	+2,000	+12%	$142.3K	$161.2K	+$18.9K	2026-10-06
Chicago Partners Investment Group LLC	INCREASED	18,279	13,498	+4,781	+35%	$110.5K	$151.9K	+$41.4K	2026-10-27
Armor Investment Advisors, LLC	DECREASED	17,500	18,300	-800	-4%	$155.9K	$150.9K	-$5.1K	2026-10-27
SeaCrest Wealth Management, LLC	INCREASED	16,943	15,438	+1,505	+10%	$131.5K	$146.0K	+$14.5K	2026-10-21
ProShare Advisors LLC	DECREASED	16,344	17,499	-1,155	-7%	$149.1K	$140.9K	-$8.2K	2026-10-29
Vann Equity Management LLC	INCREASED	16,008	15,549	+459	+3%	$132.5K	$138.0K	+$5.5K	2026-10-08
Blue Line Capital, LLC / IL	DECREASED	15,219	15,681	-462	-3%	$133.6K	$131.2K	-$2.4K	2026-11-04
Founders Financial Securities LLC	UNCHANGED	14,726	14,726	0	0%	$125.5K	$126.9K	+$1.5K	2026-10-28
Lido Advisors, LLC	DECREASED	14,629	48,451	-33,822	-70%	$412.8K	$126.1K	-$286.7K	2026-11-04
Nicholas Hoffman & Company, Llc.	UNCHANGED	14,354	14,354	0	0%	$122.3K	$123.7K	+$1.4K	2026-10-30
Integrity Alliance, Llc.	UNCHANGED	13,754	13,754	0	0%	$117.2K	$118.6K	+$1.4K	2026-10-29
Beaumont Financial Advisors, LLC	DECREASED	13,746	18,746	-5,000	-27%	$159.7K	$118.5K	-$41.2K	2026-10-22
RFG Advisory, LLC	UNCHANGED	12,738	12,738	0	0%	$108.5K	$109.8K	+$1.3K	2026-11-03
Global Assets Advisory, LLC	INCREASED	12,608	11,833	+775	+7%	$101.9K	$108.8K	+$6.9K	2026-10-28
Register Financial Advisors LLC	INCREASED	12,491	12,438	+53	+0%	$106.0K	$107.7K	+$1.7K	2026-10-23
Soltis Investment Advisors LLC	DECREASED	12,293	15,360	-3,067	-20%	$130.9K	$106.0K	-$24.9K	2026-10-28
Castleview Partners, LLC	DECREASED	12,125	13,466	-1,341	-10%	$114.7K	$104.5K	-$10.2K	2026-10-09
Golden State Wealth Management, LLC	INCREASED	11,917	7,977	+3,940	+49%	$68.0K	$102.7K	+$34.8K	2026-11-02
BIP Wealth, LLC	INCREASED	11,589	11,256	+333	+3%	$95.9K	$99.9K	+$4.0K	2026-10-22
J.W. Cole Advisors, Inc.	NEW	11,533	—	+11,533	—	—	$99.4K	—	2026-11-05
Redwood Financial Network Corp	UNCHANGED	11,050	11,050	0	0%	$94.1K	$95.3K	+$1.1K	2026-11-03
First Affirmative Financial Network	NEW	10,503	—	+10,503	—	—	$90.5K	—	2026-10-21
Sound Income Strategies, LLC	DECREASED	10,280	10,674	-394	-4%	$90.9K	$87.7K	-$3.3K	2026-10-09
BOS Asset Management, LLC	UNCHANGED	10,045	10,045	0	0%	$85.6K	$86.6K	+$1.0K	2026-10-09
Farmers & Merchants Trust Co of Long Beach	DECREASED	10,000	12,500	-2,500	-20%	$106.5K	$86.2K	-$20.3K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	7,536	7,319	+217	+3%	$62.4K	$65.0K	+$2.6K	2026-10-08
Creative Financial Designs Inc	DECREASED	6,973	10,571	-3,598	-34%	$90.1K	$60.1K	-$30.0K	2026-11-04
Security National Bank	UNCHANGED	6,481	6,481	0	0%	$55.2K	$55.9K	+$648	2026-10-26
Evolution Wealth Management Inc.	NEW	6,018	—	+6,018	—	—	$51.9K	—	2026-10-28
Larson Financial Group LLC	INCREASED	5,295	5,278	+17	+0%	$45.0K	$45.6K	+$675	2026-11-05
State of Alaska, Department of Revenue	UNCHANGED	4,360	4,360	0	0%	$37.0K	$37	-$37.0K	2026-10-15
Signaturefd, LLC	INCREASED	3,431	3,334	+97	+3%	$28.4K	$29.6K	+$1.2K	2026-10-23
Cape Investment Advisory, Inc.	DECREASED	3,121	3,926	-805	-20%	$33.4K	$26.9K	-$6.5K	2026-10-13
GHP Investment Advisors, Inc.	INCREASED	2,673	2,566	+107	+4%	$21.9K	$23.0K	+$1.2K	2026-10-15
Spire Wealth Management	NEW	2,248	—	+2,248	—	—	$19.4K	—	2026-10-30
Nfsg Corp	UNCHANGED	1,801	1,801	0	0%	$15.3K	$15.5K	+$181	2026-10-15
Private Trust Co NA	UNCHANGED	1,163	1,163	0	0%	$9.9K	$10.0K	+$116	2026-10-20
Quest 10 Wealth Builders, Inc.	UNCHANGED	1,029	1,029	0	0%	$8.8K	$8.9K	+$103	2026-11-02
Bank of New Hampshire	NEW	1,000	—	+1,000	—	—	$8.6K	—	2026-10-06
Kingdom Financial Group Llc.	UNCHANGED	960	960	0	0%	$8.2K	$8.3K	+$96	2026-11-04
North Star Investment Management Corp.	INCREASED	910	735	+175	+24%	$6.3K	$7.8K	+$1.6K	2026-10-27
Citizens National Bank Trust Department	UNCHANGED	879	879	0	0%	$7.5K	$7.6K	+$88	2026-11-04
Parallel Advisors, LLC	UNCHANGED	843	843	0	0%	$7.2K	$7.3K	+$85	2026-11-03
Westside Investment Management, Inc.	DECREASED	680	1,360	-680	-50%	$11.6K	$5.9K	-$5.7K	2026-11-02
Fifth Third Bancorp	UNCHANGED	238	238	0	0%	$2.0K	$2.1K	+$24	2026-11-05
Compass Wealth Management LLC	NEW	200	—	+200	—	—	$1.7K	—	2026-10-22
Jacobi Capital Management LLC	NEW	111	—	+111	—	—	$958	—	2026-11-05
US Bancorp \de\	UNCHANGED	102	102	0	0%	$869	$879	+$10	2026-11-05
Costello Asset Management, Inc	UNCHANGED	100	100	0	0%	$852	$862	+$10	2026-10-30
Hurley Capital, LLC	UNCHANGED	97	97	0	0%	$826	$836	+$10	2026-11-05
SBI Securities Co., Ltd.	UNCHANGED	77	77	0	0%	$656	$664	+$8	2026-10-22
Caitong International Asset Management Co., Ltd	DECREASED	39	60	-21	-35%	$511	$336	-$175	2026-10-29
Privium Fund Management (UK) Ltd	CLOSED	0	150,500	-150,500	-100%	$1.3M	$0	-$1.3M	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	12,545	-12,545	-100%	$107.4K	$0	-$107.4K	2026-11-02
MeadowBrook Investment Advisors LLC	CLOSED	0	6,165	-6,165	-100%	$52.5K	$0	-$52.5K	2026-10-29
Mather Group, Llc.	CLOSED	0	4,976	-4,976	-100%	$42.4K	$0	-$42.4K	2026-10-14
Sterling Capital Management LLC	CLOSED	0	2,394	-2,394	-100%	$20.4K	$0	-$20.4K	2026-10-22
MCF Advisors LLC	CLOSED	0	1,102	-1,102	-100%	$9.4K	$0	-$9.4K	2026-10-28
Ares Management LLC	N/A	—	4,164,327	-4,164,327	-100%	$35.5M	—	—	—
Cresset Asset Management, LLC	N/A	—	2,545,273	-2,545,273	-100%	$21.7M	—	—	—
Van Eck Associates Corp	N/A	—	2,309,564	-2,309,564	-100%	$19.7M	—	—	—
UBS Group AG	N/A	—	2,105,638	-2,105,638	-100%	$17.9M	—	—	—
Franklin Resources Inc	N/A	—	1,365,788	-1,365,788	-100%	$11.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,234,512	-1,234,512	-100%	$10.5M	—	—	—
Two Sigma Investments, LP	N/A	—	1,129,980	-1,129,980	-100%	$9.6M	—	—	—
Dimension Capital Management LLC	N/A	—	1,020,581	-1,020,581	-100%	$8.7M	—	—	—
Morgan Stanley	N/A	—	960,577	-960,577	-100%	$8.2M	—	—	—
Focus Partners Wealth	N/A	—	907,615	-907,615	-100%	$7.7M	—	—	—
Legal & General Group Plc	N/A	—	879,822	-879,822	-100%	$7.5M	—	—	—
Wells Fargo & Company	N/A	—	760,559	-760,559	-100%	$6.5M	—	—	—
Bank of America Corp	N/A	—	690,777	-690,777	-100%	$5.9M	—	—	—
Raymond James Financial Inc	N/A	—	682,818	-682,818	-100%	$5.8M	—	—	—
BlackRock, Inc.	N/A	—	509,220	-509,220	-100%	$4.3M	—	—	—
GCM Grosvenor Holdings, LLC	N/A	—	475,000	-475,000	-100%	$4.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	417,051	-417,051	-100%	$3.6M	—	—	—
Bulldog Investors, LLPA	N/A	—	336,401	-336,401	-100%	$2.9M	—	—	—
LPL Financial LLC	N/A	—	293,725	-293,725	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	293,360	-293,360	-100%	$2.5M	—	—	—
Callodine Capital Management, LP	N/A	—	290,000	-290,000	-100%	$2.5M	—	—	—
Financial Gravity Companies, Inc.	N/A	—	224,104	-224,104	-100%	$1.9M	—	—	—
Neuberger Berman Group LLC	N/A	—	207,324	-207,324	-100%	$1.8M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	205,194	-205,194	-100%	$1.7M	—	—	—
HighTower Advisors, LLC	N/A	—	146,841	-146,841	-100%	$1.3M	—	—	—
Canada Life Assurance Co	N/A	—	138,892	-138,892	-100%	$1.2M	—	—	—
Cliffwater LLC	N/A	—	126,753	-126,753	-100%	$1.1M	—	—	—
Marshall Wace, LLP	N/A	—	122,815	-122,815	-100%	$1.0M	—	—	—
Invesco Ltd.	N/A	—	110,976	-110,976	-100%	$945.5K	—	—	—
Balyasny Asset Management L.P.	N/A	—	109,880	-109,880	-100%	$936.2K	—	—	—
SageGuard Financial Group, LLC	N/A	—	105,864	-105,864	-100%	$902.0K	—	—	—
Citadel Advisors LLC	N/A	—	103,326	-103,326	-100%	$880.3K	—	—	—
&partners	N/A	—	99,610	-99,610	-100%	$848.7K	—	—	—
Blair William & Co	N/A	—	98,833	-98,833	-100%	$842.1K	—	—	—
Diameter Capital Partners LP	N/A	—	96,589	-96,589	-100%	$822.9K	—	—	—
Denali Advisors LLC	N/A	—	83,182	-83,182	-100%	$708.7K	—	—	—
Ethos Financial Group, LLC	N/A	—	81,620	-81,620	-100%	$695.4K	—	—	—
Cetera Investment Advisers	N/A	—	74,953	-74,953	-100%	$638.6K	—	—	—
FreeGulliver LLC	N/A	—	74,409	-74,409	-100%	$634.0K	—	—	—
Tidal Investments LLC	N/A	—	61,589	-61,589	-100%	$524.7K	—	—	—
MML Investors Services, LLC	N/A	—	61,301	-61,301	-100%	$522.3K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	61,107	-61,107	-100%	$520.6K	—	—	—
Stifel Financial Corp	N/A	—	60,501	-60,501	-100%	$515.5K	—	—	—
PFG Investments, LLC	N/A	—	50,135	-50,135	-100%	$427.1K	—	—	—
XTX Topco Ltd	N/A	—	49,217	-49,217	-100%	$419.3K	—	—	—
LSV Asset Management	N/A	—	46,700	-46,700	-100%	$398.0K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	46,262	-46,262	-100%	$394.2K	—	—	—
MQS Management LLC	N/A	—	43,211	-43,211	-100%	$368.2K	—	—	—
Gotham Asset Management, LLC	N/A	—	40,000	-40,000	-100%	$340.8K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	37,677	-37,677	-100%	$321.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	36,898	-36,898	-100%	$314.4K	—	—	—
Curi Capital, LLC	N/A	—	32,827	-32,827	-100%	$279.7K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	32,331	-32,331	-100%	$275.5K	—	—	—
Western Wealth Management, LLC	N/A	—	31,929	-31,929	-100%	$272.0K	—	—	—
Royal Bank of Canada	N/A	—	30,370	-30,370	-100%	$258.0K	—	—	—
Waverly Advisors, LLC	N/A	—	27,800	-27,800	-100%	$236.9K	—	—	—
DRW Securities, LLC	N/A	—	27,218	-27,218	-100%	$231.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	25,378	-25,378	-100%	$217.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	24,521	-24,521	-100%	$208.9K	—	—	—
Captrust Financial Advisors	N/A	—	24,026	-24,026	-100%	$204.7K	—	—	—
Caxton Associates LLP	N/A	—	23,921	-23,921	-100%	$203.8K	—	—	—
Stephens Inc	N/A	—	23,576	-23,576	-100%	$200.9K	—	—	—
Virtu Financial LLC	N/A	—	22,646	-22,646	-100%	$193.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	22,543	-22,543	-100%	$192.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	22,507	-22,507	-100%	$191.8K	—	—	—
Cerity Partners LLC	N/A	—	21,919	-21,919	-100%	$186.7K	—	—	—
Essex Financial Services, Inc.	N/A	—	21,386	-21,386	-100%	$182.2K	—	—	—
Varcov Co.	N/A	—	20,215	-20,215	-100%	$172.2K	—	—	—
Northern Trust Corp	N/A	—	19,149	-19,149	-100%	$163.1K	—	—	—
CreativeOne Wealth, LLC	N/A	—	17,961	-17,961	-100%	$153.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	17,353	-17,353	-100%	$147.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	17,196	-17,196	-100%	$146.5K	—	—	—
Ameriprise Financial Inc	N/A	—	16,344	-16,344	-100%	$139.2K	—	—	—
Cozad Asset Management Inc	N/A	—	15,874	-15,874	-100%	$135.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	15,589	-15,589	-100%	$132.8K	—	—	—
De Lisle Partners LLP	N/A	—	15,305	-15,305	-100%	$130.4K	—	—	—
Tiaa Trust, National Association	N/A	—	14,727	-14,727	-100%	$125.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	14,153	-14,153	-100%	$120.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	13,402	-13,402	-100%	$114.2K	—	—	—
Brown Advisory Inc	N/A	—	13,200	-13,200	-100%	$112.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,024	-13,024	-100%	$111.0K	—	—	—
Nomura Holdings Inc	N/A	—	12,440	-12,440	-100%	$106.0K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	12,384	-12,384	-100%	$105.5K	—	—	—
Impact Partnership Wealth, LLC	N/A	—	12,248	-12,248	-100%	$104.4K	—	—	—
JPMorgan Chase & Co	N/A	—	12,230	-12,230	-100%	$103.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	12,024	-12,024	-100%	$102.4K	—	—	—
Kovack Advisors, Inc.	N/A	—	12,008	-12,008	-100%	$103.6K	—	—	—
Empirical Asset Management, LLC	N/A	—	11,797	-11,797	-100%	$100.5K	—	—	—
Jain Global LLC	N/A	—	11,500	-11,500	-100%	$98.0K	—	—	—
Merit Financial Group, LLC	N/A	—	11,448	-11,448	-100%	$97.5K	—	—	—
Mariner, LLC	N/A	—	10,756	-10,756	-100%	$91.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,469	-10,469	-100%	$89.2K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	10,276	-10,276	-100%	$87.6K	—	—	—
BFC Planning, Inc.	N/A	—	9,710	-9,710	-100%	$82.7K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	6,301	-6,301	-100%	$53.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,974	-5,974	-100%	$50.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	4,771	-4,771	-100%	$40.6K	—	—	—
Nova Wealth Management, Inc.	N/A	—	4,550	-4,550	-100%	$38.8K	—	—	—
Quantbot Technologies LP	N/A	—	4,123	-4,123	-100%	$35.1K	—	—	—
Quantum Portfolio Management LLC	N/A	—	4,060	-4,060	-100%	$34.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,298	-3,298	-100%	$28.1K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	3,292	-3,292	-100%	$240.3K	—	—	—
Arax Advisory Partners	N/A	—	2,627	-2,627	-100%	$22.4K	—	—	—
Harbour Investments, Inc.	N/A	—	2,418	-2,418	-100%	$20.6K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	2,108	-2,108	-100%	$18.0K	—	—	—
10Elms LLP	N/A	—	1,817	-1,817	-100%	$15.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,564	-1,564	-100%	$13.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,366	-1,366	-100%	$11.6K	—	—	—
Allworth Financial LP	N/A	—	999	-999	-100%	$8.5K	—	—	—
JPL Wealth Management, LLC	N/A	—	953	-953	-100%	$8.1K	—	—	—
Crewe Advisors LLC	N/A	—	630	-630	-100%	$5.4K	—	—	—
Swan Capital LLC	N/A	—	603	-603	-100%	$5.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	600	-600	-100%	$5.1K	—	—	—
Clearstead Advisors, LLC	N/A	—	500	-500	-100%	$4.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	460	-460	-100%	$3.8K	—	—	—
Huntington National Bank	N/A	—	241	-241	-100%	$2.1K	—	—	—
Quarry LP	N/A	—	200	-200	-100%	$1.7K	—	—	—
FMR LLC	N/A	—	86	-86	-100%	$733	—	—	—
Danske Bank A/S	N/A	—	2	-2	-100%	$17	—	—	—

Showing 215 of 215 institutions