Black Stone Minerals LP (BSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

William Marsh Rice University

UNCHANGED

Shares5,663,476 from 5,663,476

Change0 (0%)

Value$81.1M (+$2.0M)

Filed 2026-10-22

Penn Davis Mcfarland Inc

DECREASED

Shares1,946,007 from 1,958,137

Change-12,130 (-1%)

Value$27.9M (+$511.6K)

Filed 2026-10-23

Investment Management Associates Inc

DECREASED

Shares1,229,326 from 1,848,184

Change-618,858 (-33%)

Value$17.6M (-$8.2M)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares407,147 from 408,130

Change-983 (0%)

Value$5.8M (+$128.0K)

Filed 2026-11-02

Forum Financial Management, LP

UNCHANGED

Shares300,000 from 300,000

Change0 (0%)

Value$4.3M (+$105.0K)

Filed 2026-10-16

Citigroup Inc

DECREASED

Shares288,755 from 349,820

Change-61,065 (-17%)

Value$4.1M (-$752.0K)

Filed 2026-11-04

GraniteShares Advisors LLC

INCREASED

Shares209,494 from 206,254

Change+3,240 (+2%)

Value$3.0M (+$118.6K)

Filed 2026-10-29

Evergreen Capital Management LLC

DECREASED

Shares190,208 from 194,470

Change-4,262 (-2%)

Value$2.7M (+$7.0K)

Filed 2026-10-23

AlphaCore Capital LLC

UNCHANGED

Shares138,860 from 138,860

Change0 (0%)

Value$2.0M (+$48.6K)

Filed 2026-11-04

Mraz, Amerine & Associates, Inc.

UNCHANGED

Shares130,976 from 130,976

Change0 (0%)

Value$1.9M (+$45.8K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

INCREASED

Shares122,777 from 105,214

Change+17,563 (+17%)

Value$1.8M (+$288.3K)

Filed 2026-11-03

Bahl & Gaynor LLC

UNCHANGED

Shares122,500 from 122,500

Change0 (0%)

Value$1.8M (+$42.9K)

Filed 2026-11-05

Rahlfs Capital, LLC

INCREASED

Shares121,562 from 100,062

Change+21,500 (+21%)

Value$1.7M (+$342.9K)

Filed 2026-10-23

Mcdaniel Terry & Co

UNCHANGED

Shares119,987 from 119,987

Change0 (0%)

Value$1.7M (+$42.0K)

Filed 2026-11-05

Rare Wolf Capital LLC

INCREASED

Shares117,169 from 116,893

Change+276 (+0%)

Value$1.7M (+$44.9K)

Filed 2026-10-20

LMG Wealth Partners, LLC

DECREASED

Shares99,817 from 101,824

Change-2,007 (-2%)

Value$1.4M (+$6.9K)

Filed 2026-11-05

Americana Partners, LLC

DECREASED

Shares98,547 from 113,047

Change-14,500 (-13%)

Value$1.4M (-$168.1K)

Filed 2026-10-28

Bokf, NA

UNCHANGED

Shares98,000 from 98,000

Change0 (0%)

Value$1.4M (+$34.3K)

Filed 2026-10-27

Exchange Traded Concepts, LLC

INCREASED

Shares97,175 from 83,530

Change+13,645 (+16%)

Value$1.4M (+$224.6K)

Filed 2026-10-28

Tweedy, Browne Co LLC

INCREASED

Shares97,175 from 83,530

Change+13,645 (+16%)

Value$1.4M (+$224.6K)

Filed 2026-11-04

Howard Financial Services, Ltd.

INCREASED

Shares92,615 from 92,418

Change+197 (+0%)

Value$1.3M (+$35.2K)

Filed 2026-10-15

O'Brien Greene & Co. Inc

UNCHANGED

Shares70,000 from 70,000

Change0 (0%)

Value$1.0M (+$24.5K)

Filed 2026-11-05

Gruss & Co., LLC

DECREASED

Shares62,611 from 68,516

Change-5,905 (-9%)

Value$896.6K (-$60.6K)

Filed 2026-11-02

Doliver Advisors, LP

DECREASED

Shares59,127 from 59,827

Change-700 (-1%)

Value$846.7K (+$10.9K)

Filed 2026-10-01

Cullen T Bankers, Inc.

DECREASED

Shares49,649 from 76,528

Change-26,879 (-35%)

Value$711.0K (-$358.1K)

Filed 2026-10-28

Clear Harbor Asset Management, LLC

UNCHANGED

Shares49,307 from 49,307

Change0 (0%)

Value$706.1K (+$17.3K)

Filed 2026-11-05

Redhawk Wealth Advisors, Inc.

INCREASED

Shares41,228 from 34,279

Change+6,949 (+20%)

Value$590.4K (+$111.5K)

Filed 2026-10-14

Pekin Hardy Strauss, Inc.

INCREASED

Shares39,463 from 32,456

Change+7,007 (+22%)

Value$565.1K (+$111.7K)

Filed 2026-11-02

US Bancorp \de\

UNCHANGED

Shares34,775 from 34,775

Change0 (0%)

Value$498.0K (+$12.2K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares32,747 from 32,747

Change0 (0%)

Value$468.9K (+$11.5K)

Filed 2026-11-03

MGO One Seven LLC

INCREASED

Shares31,193 from 26,751

Change+4,442 (+17%)

Value$446.7K (+$73.0K)

Filed 2026-10-28

Grandfield & Dodd, LLC

UNCHANGED

Shares30,382 from 30,382

Change0 (0%)

Value$435.1K (+$10.6K)

Filed 2026-10-29

Ulland Investment Advisors, LLC

INCREASED

Shares30,000 from 23,700

Change+6,300 (+27%)

Value$430.0K (+$99.0K)

Filed 2026-10-13

Spirit of America Management Corp

DECREASED

Shares29,999 from 32,999

Change-3,000 (-9%)

Value$429.6K (-$31.4K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares26,903 from 17,761

Change+9,142 (+51%)

Value$385.3K (+$137.1K)

Filed 2026-11-02

Truist Financial Corp

UNCHANGED

Shares26,676 from 26,676

Change0 (0%)

Value$382.0K (+$9.3K)

Filed 2026-10-30

Avidian Wealth Enterprises, LLC

DECREASED

Shares25,071 from 32,000

Change-6,929 (-22%)

Value$359.0K (-$88.0K)

Filed 2026-10-08

Moody National Bank Trust Division

UNCHANGED

Shares20,737 from 20,737

Change0 (0%)

Value$297.0K (+$7.3K)

Filed 2026-10-06

Franklin Street Advisors Inc

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$286.4K (+$7.0K)

Filed 2026-10-13

Cypress Wealth Services, LLC

UNCHANGED

Shares19,662 from 19,662

Change0 (0%)

Value$288.6K (+$14.0K)

Filed 2026-10-21

Eagle Global Advisors LLC

UNCHANGED

Shares18,304 from 18,304

Change0 (0%)

Value$262.1K (+$6.4K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares17,927 from 17,427

Change+500 (+3%)

Value$256.7K (+$13.3K)

Filed 2026-10-16

Colonial River Investments, LLC

UNCHANGED

Shares17,685 from 17,685

Change0 (0%)

Value$253.2K (+$6.2K)

Filed 2026-10-19

Cullen Investment Group, Ltd.

INCREASED

Shares17,464 from 17,083

Change+381 (+2%)

Value$259.2K (+$20.5K)

Filed 2026-10-13

Arrow Investment Advisors, LLC

INCREASED

Shares17,184 from 15,460

Change+1,724 (+11%)

Value$246.1K (+$30.1K)

Filed 2026-11-02

HUB Investment Partners, LLC

INCREASED

Shares16,389 from 13,780

Change+2,609 (+19%)

Value$234.7K (+$42.2K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,891 from 12,516

Change+3,375 (+27%)

Value$234.4K (+$61.5K)

Filed 2026-10-13

Flagship Harbor Advisors, LLC

DECREASED

Shares15,466 from 21,517

Change-6,051 (-28%)

Value$221.5K (-$79.1K)

Filed 2026-10-26

Welch & Forbes LLC

UNCHANGED

Shares14,700 from 14,700

Change0 (0%)

Value$210.5K (+$5.1K)

Filed 2026-11-04

Ascentis Wealth Management, LLC

UNCHANGED

Shares14,238 from 14,238

Change0 (0%)

Value$203.9K (+$5.0K)

Filed 2026-11-03

Oppenheimer & Co Inc

INCREASED

Shares13,992 from 11,314

Change+2,678 (+24%)

Value$200.4K (+$42.3K)

Filed 2026-10-26

Choreo, LLC

INCREASED

Shares13,450 from 13,350

Change+100 (+1%)

Value$192.6K (+$6.1K)

Filed 2026-10-28

Creative Planning

INCREASED

Shares13,153 from 12,215

Change+938 (+8%)

Value$188.4K (+$17.7K)

Filed 2026-11-02

Beverly Hills Private Wealth, LLC

UNCHANGED

Shares13,100 from 13,100

Change0 (0%)

Value$187.6K (+$4.6K)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares12,987 from 11,520

Change+1,467 (+13%)

Value$186.0K (+$25.0K)

Filed 2026-11-02

Azzad Asset Management Inc

INCREASED

Shares12,676 from 12,675

Change+1 (+0%)

Value$181.5K (+$4.4K)

Filed 2026-11-04

Murphy, Middleton, Hinkle & Parker, Inc.

NEW

Shares11,337

Change+11,337

Value$162.3K

Filed 2026-10-15

Guardian Wealth Management, Inc.

DECREASED

Shares11,333 from 11,778

Change-445 (-4%)

Value$162.3K (-$2.2K)

Filed 2026-10-30

WMG Financial Advisors, LLC

UNCHANGED

Shares10,250 from 10,250

Change0 (0%)

Value$143.2K ($0)

Filed 2026-10-28

Abel Hall, LLC

NEW

Shares10,000

Change+10,000

Value$143.2K

Filed 2026-10-19

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$143.2K (+$3.5K)

Filed 2026-10-15

LB Partners LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$143.2K (+$3.5K)

Filed 2026-11-05

Nfsg Corp

UNCHANGED

Shares3,698 from 3,698

Change0 (0%)

Value$53.0K (+$1.3K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares2,325 from 2,125

Change+200 (+9%)

Value$33.3K (+$3.6K)

Filed 2026-10-08

Kelleher Financial Advisors

INCREASED

Shares1,873 from 1,803

Change+70 (+4%)

Value$26.8K (+$1.6K)

Filed 2026-10-30

Next Level Wealth Planning, LLC

NEW

Shares1,718

Change+1,718

Value$24.6K

Filed 2026-10-29

Financial Management Professionals, Inc.

INCREASED

Shares1,580 from 1,546

Change+34 (+2%)

Value$22.6K (+$1.0K)

Filed 2026-10-23

Lanark Financial, Inc.

INCREASED

Shares1,533 from 1,521

Change+12 (+1%)

Value$22.0K (+$699)

Filed 2026-10-26

First Bancorp, Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$14.3K (+$350)

Filed 2026-10-26

Wolff Wiese Magana LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$14.3K (+$350)

Filed 2026-10-15

Hilltop National Bank

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$14.3K (+$350)

Filed 2026-10-14

Signaturefd, LLC

NEW

Shares942

Change+942

Value$13.5K

Filed 2026-10-23

Private Trust Co NA

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$7.2K (+$175)

Filed 2026-10-20

Assetmark, Inc

DECREASED

Shares464 from 515

Change-51 (-10%)

Value$6.6K (-$551)

Filed 2026-10-21

Parallel Advisors, LLC

INCREASED

Shares381 from 380

Change+1 (+0%)

Value$5.5K (+$133)

Filed 2026-11-03

Ascentis Independent Advisors

UNCHANGED

Shares345 from 345

Change0 (0%)

Value$4.9K (+$121)

Filed 2026-11-03

Chilton Capital Management LLC

DECREASED

Shares209 from 337,263

Change-337,054 (-100%)

Value$3.0K (-$4.7M)

Filed 2026-10-28

Triumph Capital Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.4K (+$35)

Filed 2026-10-14

Mather Group, Llc.

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$1.3K (+$32)

Filed 2026-10-14

CoreCap Advisors, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$859 (+$21)

Filed 2026-10-08

Regions Financial Corp

CLOSED

Shares0 from 196,349

Change-196,349 (-100%)

Value$0 (-$2.7M)

Filed 2026-11-05

Sumitomo Mitsui Trust Group, Inc.

CLOSED

Shares0 from 50,000

Change-50,000 (-100%)

Value$0 (-$698.5K)

Filed 2026-10-29

BCS Wealth Management

CLOSED

Shares0 from 17,614

Change-17,614 (-100%)

Value$0 (-$246.1K)

Filed 2026-11-03

Alpha Wealth Funds, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$209.6K)

Filed 2026-11-05

Sterling Capital Management LLC

CLOSED

Shares0 from 13,305

Change-13,305 (-100%)

Value$0 (-$185.9K)

Filed 2026-10-22

Imc-Chicago, LLC

CLOSED

Shares0 from 11,902

Change-11,902 (-100%)

Value$0 (-$166.3K)

Filed 2026-11-05

Lido Advisors, LLC

CLOSED

Shares0 from 11,553

Change-11,553 (-100%)

Value$0 (-$161.4K)

Filed 2026-11-04

Baker Ellis Asset Management LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$153.7K)

Filed 2026-10-14

State of Wyoming

CLOSED

Shares0 from 9,215

Change-9,215 (-100%)

Value$0 (-$128.7K)

Filed 2026-10-28

Arlington Trust Co LLC

CLOSED

Shares0 from 6,250

Change-6,250 (-100%)

Value$0 (-$87.3K)

Filed 2026-10-20

Axiom Investment Management LLC

CLOSED

Shares0 from 2,447

Change-2,447 (-100%)

Value$0 (-$34.2K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 8,899,403

Change-8,899,403 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,518,071

Change-4,518,071 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,080,058

Change-2,080,058 (-100%)

Value—

Natixis

N/A

Shares— from 1,579,900

Change-1,579,900 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,181,399

Change-1,181,399 (-100%)

Value—

Long Corridor Asset Management Ltd

N/A

Shares— from 880,000

Change-880,000 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 870,666

Change-870,666 (-100%)

Value—

Mudita Advisors LLP

N/A

Shares— from 760,877

Change-760,877 (-100%)

Value—

ING Groep NV

N/A

Shares— from 728,600

Change-728,600 (-100%)

Value—

Fayez Sarofim & Co

N/A

Shares— from 633,364

Change-633,364 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 630,392

Change-630,392 (-100%)

Value—

Saber Capital Managment, LLC

N/A

Shares— from 616,921

Change-616,921 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 602,282

Change-602,282 (-100%)

Value—

Epacria Capital Partners, LLC

N/A

Shares— from 580,716

Change-580,716 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 491,892

Change-491,892 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 451,042

Change-451,042 (-100%)

Value—

Lummis Asset Management, LP

N/A

Shares— from 343,843

Change-343,843 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 301,902

Change-301,902 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 298,164

Change-298,164 (-100%)

Value—

UBS Group AG

N/A

Shares— from 202,308

Change-202,308 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 196,512

Change-196,512 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 189,440

Change-189,440 (-100%)

Value—

Hill Investment Group Partners, LLC

N/A

Shares— from 177,487

Change-177,487 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 166,849

Change-166,849 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 162,784

Change-162,784 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 157,802

Change-157,802 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 151,238

Change-151,238 (-100%)

Value—

Board of Trustees of The Leland Stanford Junior University

N/A

Shares— from 147,852

Change-147,852 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 142,237

Change-142,237 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 123,596

Change-123,596 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 122,484

Change-122,484 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 108,613

Change-108,613 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 95,369

Change-95,369 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 89,225

Change-89,225 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 87,271

Change-87,271 (-100%)

Value—

Gem Investment Advisors, LLC

N/A

Shares— from 84,632

Change-84,632 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 82,533

Change-82,533 (-100%)

Value—

Chase Investment Counsel Corp

N/A

Shares— from 75,577

Change-75,577 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 75,170

Change-75,170 (-100%)

Value—

Avenir Corp

N/A

Shares— from 73,900

Change-73,900 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 73,515

Change-73,515 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 68,451

Change-68,451 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 61,200

Change-61,200 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 55,490

Change-55,490 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 53,564

Change-53,564 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 53,203

Change-53,203 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 52,922

Change-52,922 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 45,740

Change-45,740 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 45,677

Change-45,677 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 43,654

Change-43,654 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 39,767

Change-39,767 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 39,602

Change-39,602 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 39,188

Change-39,188 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 39,114

Change-39,114 (-100%)

Value—

Fort Sheridan Advisors LLC

N/A

Shares— from 35,867

Change-35,867 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 34,786

Change-34,786 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,175

Change-34,175 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 33,734

Change-33,734 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 33,126

Change-33,126 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 32,746

Change-32,746 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 29,949

Change-29,949 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 29,600

Change-29,600 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 29,285

Change-29,285 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 27,765

Change-27,765 (-100%)

Value—

Hyperion Capital Advisors LP

N/A

Shares— from 27,222

Change-27,222 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 27,013

Change-27,013 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 24,605

Change-24,605 (-100%)

Value—

Cerity Partners Ocio LLC

N/A

Shares— from 24,112

Change-24,112 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 24,071

Change-24,071 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 20,764

Change-20,764 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 19,770

Change-19,770 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 19,450

Change-19,450 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 19,011

Change-19,011 (-100%)

Value—

Fiduciary Group, LLC

N/A

Shares— from 18,730

Change-18,730 (-100%)

Value—

IKE Capital, LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 16,787

Change-16,787 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 16,510

Change-16,510 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,138

Change-16,138 (-100%)

Value—

Indie Asset Partners, LLC

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Nicholson Meyer Capital Management, Inc.

N/A

Shares— from 13,141

Change-13,141 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 12,220

Change-12,220 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 11,598

Change-11,598 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 11,530

Change-11,530 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Holderness Investments Co

N/A

Shares— from 10,650

Change-10,650 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 10,226

Change-10,226 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 10,100

Change-10,100 (-100%)

Value—

Spwm Advisors LLC

N/A

Shares— from 10,029

Change-10,029 (-100%)

Value—

Magnolia Capital Advisors LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 7,047

Change-7,047 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 5,830

Change-5,830 (-100%)

Value—

Vaughan Nelson Investment Management, L.P.

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,132

Change-2,132 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,623

Change-1,623 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1,489

Change-1,489 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,280

Change-1,280 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 882

Change-882 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 838

Change-838 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 756

Change-756 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 737

Change-737 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 600

Change-600 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 534

Change-534 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 285

Change-285 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 212

Change-212 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 202

Change-202 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
William Marsh Rice University	UNCHANGED	5,663,476	5,663,476	0	0%	$79.1M	$81.1M	+$2.0M	2026-10-22
Penn Davis Mcfarland Inc	DECREASED	1,946,007	1,958,137	-12,130	-1%	$27.4M	$27.9M	+$511.6K	2026-10-23
Investment Management Associates Inc	DECREASED	1,229,326	1,848,184	-618,858	-33%	$25.8M	$17.6M	-$8.2M	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	407,147	408,130	-983	0%	$5.7M	$5.8M	+$128.0K	2026-11-02
Forum Financial Management, LP	UNCHANGED	300,000	300,000	0	0%	$4.2M	$4.3M	+$105.0K	2026-10-16
Citigroup Inc	DECREASED	288,755	349,820	-61,065	-17%	$4.9M	$4.1M	-$752.0K	2026-11-04
GraniteShares Advisors LLC	INCREASED	209,494	206,254	+3,240	+2%	$2.9M	$3.0M	+$118.6K	2026-10-29
Evergreen Capital Management LLC	DECREASED	190,208	194,470	-4,262	-2%	$2.7M	$2.7M	+$7.0K	2026-10-23
AlphaCore Capital LLC	UNCHANGED	138,860	138,860	0	0%	$1.9M	$2.0M	+$48.6K	2026-11-04
Mraz, Amerine & Associates, Inc.	UNCHANGED	130,976	130,976	0	0%	$1.8M	$1.9M	+$45.8K	2026-10-30
Ashton Thomas Private Wealth, LLC	INCREASED	122,777	105,214	+17,563	+17%	$1.5M	$1.8M	+$288.3K	2026-11-03
Bahl & Gaynor LLC	UNCHANGED	122,500	122,500	0	0%	$1.7M	$1.8M	+$42.9K	2026-11-05
Rahlfs Capital, LLC	INCREASED	121,562	100,062	+21,500	+21%	$1.4M	$1.7M	+$342.9K	2026-10-23
Mcdaniel Terry & Co	UNCHANGED	119,987	119,987	0	0%	$1.7M	$1.7M	+$42.0K	2026-11-05
Rare Wolf Capital LLC	INCREASED	117,169	116,893	+276	+0%	$1.6M	$1.7M	+$44.9K	2026-10-20
LMG Wealth Partners, LLC	DECREASED	99,817	101,824	-2,007	-2%	$1.4M	$1.4M	+$6.9K	2026-11-05
Americana Partners, LLC	DECREASED	98,547	113,047	-14,500	-13%	$1.6M	$1.4M	-$168.1K	2026-10-28
Bokf, NA	UNCHANGED	98,000	98,000	0	0%	$1.4M	$1.4M	+$34.3K	2026-10-27
Exchange Traded Concepts, LLC	INCREASED	97,175	83,530	+13,645	+16%	$1.2M	$1.4M	+$224.6K	2026-10-28
Tweedy, Browne Co LLC	INCREASED	97,175	83,530	+13,645	+16%	$1.2M	$1.4M	+$224.6K	2026-11-04
Howard Financial Services, Ltd.	INCREASED	92,615	92,418	+197	+0%	$1.3M	$1.3M	+$35.2K	2026-10-15
O'Brien Greene & Co. Inc	UNCHANGED	70,000	70,000	0	0%	$977.9K	$1.0M	+$24.5K	2026-11-05
Gruss & Co., LLC	DECREASED	62,611	68,516	-5,905	-9%	$957.2K	$896.6K	-$60.6K	2026-11-02
Doliver Advisors, LP	DECREASED	59,127	59,827	-700	-1%	$835.8K	$846.7K	+$10.9K	2026-10-01
Cullen T Bankers, Inc.	DECREASED	49,649	76,528	-26,879	-35%	$1.1M	$711.0K	-$358.1K	2026-10-28
Clear Harbor Asset Management, LLC	UNCHANGED	49,307	49,307	0	0%	$688.8K	$706.1K	+$17.3K	2026-11-05
Redhawk Wealth Advisors, Inc.	INCREASED	41,228	34,279	+6,949	+20%	$478.9K	$590.4K	+$111.5K	2026-10-14
Pekin Hardy Strauss, Inc.	INCREASED	39,463	32,456	+7,007	+22%	$453.4K	$565.1K	+$111.7K	2026-11-02
US Bancorp \de\	UNCHANGED	34,775	34,775	0	0%	$485.8K	$498.0K	+$12.2K	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	32,747	32,747	0	0%	$457.5K	$468.9K	+$11.5K	2026-11-03
MGO One Seven LLC	INCREASED	31,193	26,751	+4,442	+17%	$373.7K	$446.7K	+$73.0K	2026-10-28
Grandfield & Dodd, LLC	UNCHANGED	30,382	30,382	0	0%	$424.4K	$435.1K	+$10.6K	2026-10-29
Ulland Investment Advisors, LLC	INCREASED	30,000	23,700	+6,300	+27%	$331.0K	$430.0K	+$99.0K	2026-10-13
Spirit of America Management Corp	DECREASED	29,999	32,999	-3,000	-9%	$461.0K	$429.6K	-$31.4K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	26,903	17,761	+9,142	+51%	$248.1K	$385.3K	+$137.1K	2026-11-02
Truist Financial Corp	UNCHANGED	26,676	26,676	0	0%	$372.7K	$382.0K	+$9.3K	2026-10-30
Avidian Wealth Enterprises, LLC	DECREASED	25,071	32,000	-6,929	-22%	$447.0K	$359.0K	-$88.0K	2026-10-08
Moody National Bank Trust Division	UNCHANGED	20,737	20,737	0	0%	$289.7K	$297.0K	+$7.3K	2026-10-06
Franklin Street Advisors Inc	UNCHANGED	20,000	20,000	0	0%	$279.4K	$286.4K	+$7.0K	2026-10-13
Cypress Wealth Services, LLC	UNCHANGED	19,662	19,662	0	0%	$274.7K	$288.6K	+$14.0K	2026-10-21
Eagle Global Advisors LLC	UNCHANGED	18,304	18,304	0	0%	$255.7K	$262.1K	+$6.4K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	17,927	17,427	+500	+3%	$243.5K	$256.7K	+$13.3K	2026-10-16
Colonial River Investments, LLC	UNCHANGED	17,685	17,685	0	0%	$247.1K	$253.2K	+$6.2K	2026-10-19
Cullen Investment Group, Ltd.	INCREASED	17,464	17,083	+381	+2%	$238.6K	$259.2K	+$20.5K	2026-10-13
Arrow Investment Advisors, LLC	INCREASED	17,184	15,460	+1,724	+11%	$216.0K	$246.1K	+$30.1K	2026-11-02
HUB Investment Partners, LLC	INCREASED	16,389	13,780	+2,609	+19%	$192.5K	$234.7K	+$42.2K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	15,891	12,516	+3,375	+27%	$172.8K	$234.4K	+$61.5K	2026-10-13
Flagship Harbor Advisors, LLC	DECREASED	15,466	21,517	-6,051	-28%	$300.6K	$221.5K	-$79.1K	2026-10-26
Welch & Forbes LLC	UNCHANGED	14,700	14,700	0	0%	$205.4K	$210.5K	+$5.1K	2026-11-04
Ascentis Wealth Management, LLC	UNCHANGED	14,238	14,238	0	0%	$198.9K	$203.9K	+$5.0K	2026-11-03
Oppenheimer & Co Inc	INCREASED	13,992	11,314	+2,678	+24%	$158.1K	$200.4K	+$42.3K	2026-10-26
Choreo, LLC	INCREASED	13,450	13,350	+100	+1%	$186.5K	$192.6K	+$6.1K	2026-10-28
Creative Planning	INCREASED	13,153	12,215	+938	+8%	$170.6K	$188.4K	+$17.7K	2026-11-02
Beverly Hills Private Wealth, LLC	UNCHANGED	13,100	13,100	0	0%	$183.0K	$187.6K	+$4.6K	2026-11-04
Kestra Advisory Services, LLC	INCREASED	12,987	11,520	+1,467	+13%	$160.9K	$186.0K	+$25.0K	2026-11-02
Azzad Asset Management Inc	INCREASED	12,676	12,675	+1	+0%	$177.1K	$181.5K	+$4.4K	2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.	NEW	11,337	—	+11,337	—	—	$162.3K	—	2026-10-15
Guardian Wealth Management, Inc.	DECREASED	11,333	11,778	-445	-4%	$164.5K	$162.3K	-$2.2K	2026-10-30
WMG Financial Advisors, LLC	UNCHANGED	10,250	10,250	0	0%	$143.2K	$143.2K	$0	2026-10-28
Abel Hall, LLC	NEW	10,000	—	+10,000	—	—	$143.2K	—	2026-10-19
Turtle Creek Wealth Advisors, LLC	UNCHANGED	10,000	10,000	0	0%	$139.7K	$143.2K	+$3.5K	2026-10-15
LB Partners LLC	UNCHANGED	10,000	10,000	0	0%	$139.7K	$143.2K	+$3.5K	2026-11-05
Nfsg Corp	UNCHANGED	3,698	3,698	0	0%	$51.7K	$53.0K	+$1.3K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	2,325	2,125	+200	+9%	$29.7K	$33.3K	+$3.6K	2026-10-08
Kelleher Financial Advisors	INCREASED	1,873	1,803	+70	+4%	$25.2K	$26.8K	+$1.6K	2026-10-30
Next Level Wealth Planning, LLC	NEW	1,718	—	+1,718	—	—	$24.6K	—	2026-10-29
Financial Management Professionals, Inc.	INCREASED	1,580	1,546	+34	+2%	$21.6K	$22.6K	+$1.0K	2026-10-23
Lanark Financial, Inc.	INCREASED	1,533	1,521	+12	+1%	$21.3K	$22.0K	+$699	2026-10-26
First Bancorp, Inc	UNCHANGED	1,000	1,000	0	0%	$14.0K	$14.3K	+$350	2026-10-26
Wolff Wiese Magana LLC	UNCHANGED	1,000	1,000	0	0%	$14.0K	$14.3K	+$350	2026-10-15
Hilltop National Bank	UNCHANGED	1,000	1,000	0	0%	$14.0K	$14.3K	+$350	2026-10-14
Signaturefd, LLC	NEW	942	—	+942	—	—	$13.5K	—	2026-10-23
Private Trust Co NA	UNCHANGED	500	500	0	0%	$7.0K	$7.2K	+$175	2026-10-20
Assetmark, Inc	DECREASED	464	515	-51	-10%	$7.2K	$6.6K	-$551	2026-10-21
Parallel Advisors, LLC	INCREASED	381	380	+1	+0%	$5.3K	$5.5K	+$133	2026-11-03
Ascentis Independent Advisors	UNCHANGED	345	345	0	0%	$4.8K	$4.9K	+$121	2026-11-03
Chilton Capital Management LLC	DECREASED	209	337,263	-337,054	-100%	$4.7M	$3.0K	-$4.7M	2026-10-28
Triumph Capital Management	UNCHANGED	100	100	0	0%	$1.4K	$1.4K	+$35	2026-10-14
Mather Group, Llc.	UNCHANGED	90	90	0	0%	$1.3K	$1.3K	+$32	2026-10-14
CoreCap Advisors, LLC	UNCHANGED	60	60	0	0%	$838	$859	+$21	2026-10-08
Regions Financial Corp	CLOSED	0	196,349	-196,349	-100%	$2.7M	$0	-$2.7M	2026-11-05
Sumitomo Mitsui Trust Group, Inc.	CLOSED	0	50,000	-50,000	-100%	$698.5K	$0	-$698.5K	2026-10-29
BCS Wealth Management	CLOSED	0	17,614	-17,614	-100%	$246.1K	$0	-$246.1K	2026-11-03
Alpha Wealth Funds, LLC	CLOSED	0	15,000	-15,000	-100%	$209.6K	$0	-$209.6K	2026-11-05
Sterling Capital Management LLC	CLOSED	0	13,305	-13,305	-100%	$185.9K	$0	-$185.9K	2026-10-22
Imc-Chicago, LLC	CLOSED	0	11,902	-11,902	-100%	$166.3K	$0	-$166.3K	2026-11-05
Lido Advisors, LLC	CLOSED	0	11,553	-11,553	-100%	$161.4K	$0	-$161.4K	2026-11-04
Baker Ellis Asset Management LLC	CLOSED	0	11,000	-11,000	-100%	$153.7K	$0	-$153.7K	2026-10-14
State of Wyoming	CLOSED	0	9,215	-9,215	-100%	$128.7K	$0	-$128.7K	2026-10-28
Arlington Trust Co LLC	CLOSED	0	6,250	-6,250	-100%	$87.3K	$0	-$87.3K	2026-10-20
Axiom Investment Management LLC	CLOSED	0	2,447	-2,447	-100%	$34.2K	$0	-$34.2K	2026-11-03
Morgan Stanley	N/A	—	8,899,403	-8,899,403	-100%	$124.3M	—	—	—
FMR LLC	N/A	—	4,518,071	-4,518,071	-100%	$63.1M	—	—	—
Bank of America Corp	N/A	—	2,080,058	-2,080,058	-100%	$29.1M	—	—	—
Natixis	N/A	—	1,579,900	-1,579,900	-100%	$22.1M	—	—	—
Ameriprise Financial Inc	N/A	—	1,181,399	-1,181,399	-100%	$16.5M	—	—	—
Long Corridor Asset Management Ltd	N/A	—	880,000	-880,000	-100%	$12.3M	—	—	—
Brown Advisory Inc	N/A	—	870,666	-870,666	-100%	$12.2M	—	—	—
Mudita Advisors LLP	N/A	—	760,877	-760,877	-100%	$10.6M	—	—	—
ING Groep NV	N/A	—	728,600	-728,600	-100%	$10.2M	—	—	—
Fayez Sarofim & Co	N/A	—	633,364	-633,364	-100%	$8.8M	—	—	—
HighTower Advisors, LLC	N/A	—	630,392	-630,392	-100%	$8.8M	—	—	—
Saber Capital Managment, LLC	N/A	—	616,921	-616,921	-100%	$8.6M	—	—	—
Cresset Asset Management, LLC	N/A	—	602,282	-602,282	-100%	$8.4M	—	—	—
Epacria Capital Partners, LLC	N/A	—	580,716	-580,716	-100%	$8.1M	—	—	—
Wells Fargo & Company	N/A	—	491,892	-491,892	-100%	$6.9M	—	—	—
BlackRock, Inc.	N/A	—	451,042	-451,042	-100%	$6.3M	—	—	—
Lummis Asset Management, LP	N/A	—	343,843	-343,843	-100%	$5.1M	—	—	—
First Trust Advisors LP	N/A	—	301,902	-301,902	-100%	$4.2M	—	—	—
Northern Trust Corp	N/A	—	298,164	-298,164	-100%	$4.2M	—	—	—
UBS Group AG	N/A	—	202,308	-202,308	-100%	$2.8M	—	—	—
Freestone Capital Holdings, LLC	N/A	—	200,000	-200,000	-100%	$2.8M	—	—	—
HRT Financial LP	N/A	—	196,512	-196,512	-100%	$2.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	189,440	-189,440	-100%	$2.6M	—	—	—
Hill Investment Group Partners, LLC	N/A	—	177,487	-177,487	-100%	$2.5M	—	—	—
LPL Financial LLC	N/A	—	166,849	-166,849	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	162,784	-162,784	-100%	$2.3M	—	—	—
Stifel Financial Corp	N/A	—	157,802	-157,802	-100%	$2.2M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	151,238	-151,238	-100%	$2.1M	—	—	—
Board of Trustees of The Leland Stanford Junior University	N/A	—	147,852	-147,852	-100%	$2.1M	—	—	—
Fiducient Advisors LLC	N/A	—	142,237	-142,237	-100%	$2.0M	—	—	—
Argent Trust Co	N/A	—	123,596	-123,596	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	122,484	-122,484	-100%	$1.7M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	108,613	-108,613	-100%	$1.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	95,369	-95,369	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	89,225	-89,225	-100%	$1.2M	—	—	—
Savant Capital, LLC	N/A	—	87,271	-87,271	-100%	$1.2M	—	—	—
Gem Investment Advisors, LLC	N/A	—	84,632	-84,632	-100%	$1.2M	—	—	—
Zions Bancorporation, National Association	N/A	—	82,533	-82,533	-100%	$1.2M	—	—	—
Chase Investment Counsel Corp	N/A	—	75,577	-75,577	-100%	$1.1M	—	—	—
Independent Advisor Alliance	N/A	—	75,170	-75,170	-100%	$1.1M	—	—	—
Avenir Corp	N/A	—	73,900	-73,900	-100%	$1.0M	—	—	—
GSA Capital Partners LLP	N/A	—	73,515	-73,515	-100%	$1.0M	—	—	—
Bramshill Investments, LLC	N/A	—	68,451	-68,451	-100%	$956.3K	—	—	—
Moors & Cabot, Inc.	N/A	—	61,200	-61,200	-100%	$855.0K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	55,490	-55,490	-100%	$775.2K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	53,564	-53,564	-100%	$748.3K	—	—	—
RWA Wealth Partners, LLC	N/A	—	53,203	-53,203	-100%	$743.2K	—	—	—
Franklin Resources Inc	N/A	—	52,922	-52,922	-100%	$739.3K	—	—	—
Aristides Capital LLC	N/A	—	45,740	-45,740	-100%	$639.0K	—	—	—
Advisory Services Network, LLC	N/A	—	45,677	-45,677	-100%	$638.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	43,654	-43,654	-100%	$615.5K	—	—	—
Family Manage LLC	N/A	—	39,767	-39,767	-100%	$555.5K	—	—	—
Cetera Investment Advisers	N/A	—	39,602	-39,602	-100%	$553.2K	—	—	—
Quantinno Capital Management LP	N/A	—	39,188	-39,188	-100%	$547.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	39,114	-39,114	-100%	$546.4K	—	—	—
Fort Sheridan Advisors LLC	N/A	—	35,867	-35,867	-100%	$501.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	34,786	-34,786	-100%	$486.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	34,175	-34,175	-100%	$477.4K	—	—	—
Mariner, LLC	N/A	—	33,734	-33,734	-100%	$471.3K	—	—	—
Arax Advisory Partners	N/A	—	33,126	-33,126	-100%	$462.8K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	32,746	-32,746	-100%	$457.5K	—	—	—
DRW Securities, LLC	N/A	—	29,949	-29,949	-100%	$418.4K	—	—	—
Jump Financial, LLC	N/A	—	29,600	-29,600	-100%	$413.5K	—	—	—
First Eagle Investment Management, LLC	N/A	—	29,285	-29,285	-100%	$409.1K	—	—	—
Huntington National Bank	N/A	—	27,765	-27,765	-100%	$387.9K	—	—	—
Hyperion Capital Advisors LP	N/A	—	27,222	-27,222	-100%	$380.3K	—	—	—
Two Sigma Securities, LLC	N/A	—	27,013	-27,013	-100%	$377.4K	—	—	—
Tidal Investments LLC	N/A	—	24,605	-24,605	-100%	$343.7K	—	—	—
Cerity Partners Ocio LLC	N/A	—	24,112	-24,112	-100%	$336.8K	—	—	—
Caprock Group, LLC	N/A	—	24,071	-24,071	-100%	$336.3K	—	—	—
Waterloo Capital, L.P.	N/A	—	21,000	-21,000	-100%	$293.4K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	20,764	-20,764	-100%	$290.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	19,770	-19,770	-100%	$276.2K	—	—	—
Novare Capital Management LLC	N/A	—	19,450	-19,450	-100%	$271.7K	—	—	—
IHT Wealth Management, LLC	N/A	—	19,011	-19,011	-100%	$265.6K	—	—	—
Fiduciary Group, LLC	N/A	—	18,730	-18,730	-100%	$261.7K	—	—	—
IKE Capital, LLC	N/A	—	17,000	-17,000	-100%	$237.5K	—	—	—
Diversified Trust Co	N/A	—	16,787	-16,787	-100%	$234.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	16,510	-16,510	-100%	$230.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	16,138	-16,138	-100%	$225.4K	—	—	—
Indie Asset Partners, LLC	N/A	—	15,500	-15,500	-100%	$216.5K	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	15,000	-15,000	-100%	$209.6K	—	—	—
Nicholson Meyer Capital Management, Inc.	N/A	—	13,141	-13,141	-100%	$183.6K	—	—	—
EP Wealth Advisors, LLC	N/A	—	12,220	-12,220	-100%	$170.7K	—	—	—
Virtu Financial LLC	N/A	—	11,598	-11,598	-100%	$162.0K	—	—	—
MML Investors Services, LLC	N/A	—	11,530	-11,530	-100%	$161.1K	—	—	—
MAI Capital Management	N/A	—	11,500	-11,500	-100%	$160.7K	—	—	—
Holderness Investments Co	N/A	—	10,650	-10,650	-100%	$148.8K	—	—	—
BFC Planning, Inc.	N/A	—	10,226	-10,226	-100%	$142.9K	—	—	—
Hilltop Holdings Inc.	N/A	—	10,100	-10,100	-100%	$141.1K	—	—	—
Spwm Advisors LLC	N/A	—	10,029	-10,029	-100%	$143.5K	—	—	—
Magnolia Capital Advisors LLC	N/A	—	10,000	-10,000	-100%	$139.7K	—	—	—
Group One Trading LLC	N/A	—	7,047	-7,047	-100%	$98.4K	—	—	—
Peak6 LLC	N/A	—	5,830	-5,830	-100%	$81.4K	—	—	—
Vaughan Nelson Investment Management, L.P.	N/A	—	4,000	-4,000	-100%	$55.9K	—	—	—
Ancora Advisors LLCA	N/A	—	2,200	-2,200	-100%	$30.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,132	-2,132	-100%	$29.8K	—	—	—
Bogart Wealth, LLC	N/A	—	1,623	-1,623	-100%	$22.7K	—	—	—
Barclays PLC	N/A	—	1,489	-1,489	-100%	$20.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,280	-1,280	-100%	$17.9K	—	—	—
Aventura Private Wealth, LLC	N/A	—	1,000	-1,000	-100%	$14.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	882	-882	-100%	$12.3K	—	—	—
Osbon Capital Management LLC	N/A	—	838	-838	-100%	$11.7K	—	—	—
JPMorgan Chase & Co	N/A	—	756	-756	-100%	$10.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	737	-737	-100%	$10.3K	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	600	-600	-100%	$8.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	534	-534	-100%	$7.5K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	330	-330	-100%	$4.6K	—	—	—
ESL Trust Services, LLC	N/A	—	300	-300	-100%	$4.2K	—	—	—
FWL Investment Management, LLC	N/A	—	285	-285	-100%	$4.0K	—	—	—
Lavaca Capital LLC	N/A	—	212	-212	-100%	$3.0K	—	—	—
Harbour Investments, Inc.	N/A	—	202	-202	-100%	$2.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	15	-15	-100%	$210	—	—	—

Showing 204 of 204 institutions