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BlackRock Taxable Muni BND (BBN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eagle Bluffs Wealth Management LLC
INCREASED
Shares2,467,519 from 2,383,435
Change+84,084 (+4%)
Value$35.5M (-$3.0M)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares701,540 from 750,799
Change-49,259 (-7%)
Value$10.1M (-$2.0M)
Filed 2026-11-06
Riverbridge Partners LLC
INCREASED
Shares124,509 from 120,853
Change+3,656 (+3%)
Value$1.8M (-$161.3K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares115,290 from 114,415
Change+875 (+1%)
Value$1.7M (-$190.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares84,825 from 87,493
Change-2,668 (-3%)
Value$1.2M (-$193.3K)
Filed 2026-11-02
Primoris Wealth Advisors, LLC
DECREASED
Shares71,740 from 77,237
Change-5,497 (-7%)
Value$1.0M (-$215.9K)
Filed 2026-10-28
Noble Wealth Management PBC
DECREASED
Shares71,547 from 75,712
Change-4,165 (-5%)
Value$1.0M (-$194.0K)
Filed 2026-10-01
Rareview Capital LLC
INCREASED
Shares62,446 from 56,424
Change+6,022 (+11%)
Value$899.2K (-$9.8K)
Filed 2026-11-05
Lifetime Wealth Management P.C.
DECREASED
Shares59,358 from 60,672
Change-1,314 (-2%)
Value$854.8K (-$126.3K)
Filed 2026-10-29
Natural Investments, LLC
INCREASED
Shares56,180 from 52,100
Change+4,080 (+8%)
Value$809.0K (-$33.0K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares43,945 from 43,945
Change0 (0%)
Value$632.8K (-$77.8K)
Filed 2026-11-04
Integrity Wealth Partners, LLC
NEW
Shares41,925
Change+41,925
Value$603.7K
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares38,250 from 39,750
Change-1,500 (-4%)
Value$551.0K (-$92.0K)
Filed 2026-10-22
Apollon Wealth Management, LLC
NEW
Shares35,686
Change+35,686
Value$513.9K
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares35,137 from 34,976
Change+161 (+0%)
Value$506.0K (-$59.6K)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares34,426 from 33,771
Change+655 (+2%)
Value$495.7K (-$50.3K)
Filed 2026-10-19
Walker Asset Management, LLC
DECREASED
Shares31,421 from 31,621
Change-200 (-1%)
Value$452.5K (-$58.8K)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares30,000 from 21,306
Change+8,694 (+41%)
Value$432.0K (+$87.5K)
Filed 2026-10-30
Coquina Private Wealth LLC
INCREASED
Shares28,570 from 27,954
Change+616 (+2%)
Value$411.4K (-$40.6K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED
Shares28,316 from 28,316
Change0 (0%)
Value$407.8K (-$50.1K)
Filed 2026-10-29
D.A. Davidson & Co.
UNCHANGED
Shares24,060 from 24,060
Change0 (0%)
Value$346.5K (-$42.6K)
Filed 2026-10-28
Ibex Wealth Advisors
DECREASED
Shares22,487 from 22,502
Change-15 (0%)
Value$323.8K (-$40.0K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares22,269 from 19,868
Change+2,401 (+12%)
Value$320.7K (-$584)
Filed 2026-10-28
Integrated Capital Management, Inc.
DECREASED
Shares21,794 from 26,065
Change-4,271 (-16%)
Value$313.8K (-$107.6K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
DECREASED
Shares21,774 from 26,391
Change-4,617 (-17%)
Value$313.6K (-$115.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares21,109 from 16,544
Change+4,565 (+28%)
Value$304.0K (+$36.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares18,968 from 21,441
Change-2,473 (-12%)
Value$273.1K (-$73.6K)
Filed 2026-10-26
Commons Capital, LLC
INCREASED
Shares18,109 from 16,192
Change+1,917 (+12%)
Value$260.8K (-$1.0K)
Filed 2026-11-05
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$259.2K (-$31.9K)
Filed 2026-10-23
Gridiron Partners, LLC
UNCHANGED
Shares16,587 from 16,587
Change0 (0%)
Value$238.9K (-$29.4K)
Filed 2026-10-08
Mezzasalma Advisors, LLC
INCREASED
Shares14,950 from 14,734
Change+216 (+1%)
Value$215.3K (-$23.0K)
Filed 2026-10-14
Delta Financial Advisors LLC
INCREASED
Shares13,680 from 12,980
Change+700 (+5%)
Value$197.0K (-$12.9K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,728 from 13,512
Change-784 (-6%)
Value$183.0K (-$35.0K)
Filed 2026-11-02
Carl P. Sherr & Co., LLC
UNCHANGED
Shares11,810 from 11,810
Change0 (0%)
Value$170.1K (-$20.9K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares10,354
Change+10,354
Value$148.6K
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares7,882 from 12,882
Change-5,000 (-39%)
Value$114.0K (-$94.0K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares7,444 from 11,243
Change-3,799 (-34%)
Value$107.2K (-$74.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares3,983 from 3,150
Change+833 (+26%)
Value$57.4K (+$6.4K)
Filed 2026-10-08
Trust Co of Toledo NA
DECREASED
Shares2,760 from 3,221
Change-461 (-14%)
Value$39.7K (-$12.3K)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$30.4K (-$3.7K)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$28.1K (-$2.5K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares1,712 from 1,790
Change-78 (-4%)
Value$24.7K (-$4.3K)
Filed 2026-11-05
Fortis Group Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$14.4K (-$1.8K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$14.4K (-$1.8K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares744 from 730
Change+14 (+2%)
Value$10.7K (-$1.1K)
Filed 2026-10-26
Kentucky Trust Co
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$10.7K (-$1.3K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$4.3K (-$531)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$4.9K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$40 (-$5)
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 (-$2)
Filed 2026-11-06
StoneX Group Inc.
CLOSED
Shares0 from 26,321
Change-26,321 (-100%)
Value$0 (-$425.2K)
Filed 2026-11-03
Melfa Wealth Management, Inc.
CLOSED
Shares0 from 15,040
Change-15,040 (-100%)
Value$0 (-$243.2K)
Filed 2026-11-06
Simon Quick Advisors, LLC
CLOSED
Shares0 from 11,432
Change-11,432 (-100%)
Value$0 (-$184.9K)
Filed 2026-10-26
Focused Wealth Management, Inc
CLOSED
Shares0 from 10,249
Change-10,249 (-100%)
Value$0 (-$165.7K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 10,072
Change-10,072 (-100%)
Value$0 (-$162.9K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,426
Change-3,426 (-100%)
Value$0 (-$55.4K)
Filed 2026-10-13
Private Trust Co NA
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$45.3K)
Filed 2026-10-20
Community Financial Services Group, LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$922)
Filed 2026-11-03
SIT Investment Associates Inc
N/A
Shares— from 7,890,277
Change-7,890,277 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,273,293
Change-5,273,293 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,622,646
Change-1,622,646 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 845,624
Change-845,624 (-100%)
Value—
UBS Group AG
N/A
Shares— from 810,866
Change-810,866 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 759,916
Change-759,916 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 727,907
Change-727,907 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 643,781
Change-643,781 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 594,774
Change-594,774 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 529,462
Change-529,462 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 467,984
Change-467,984 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 203,950
Change-203,950 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 178,616
Change-178,616 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 164,884
Change-164,884 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 152,968
Change-152,968 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 148,461
Change-148,461 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 146,684
Change-146,684 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 134,505
Change-134,505 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 132,763
Change-132,763 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 92,265
Change-92,265 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 71,225
Change-71,225 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 65,980
Change-65,980 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 57,751
Change-57,751 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,939
Change-56,939 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 51,486
Change-51,486 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 49,002
Change-49,002 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 48,026
Change-48,026 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 39,265
Change-39,265 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 35,786
Change-35,786 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 35,566
Change-35,566 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 35,005
Change-35,005 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 33,785
Change-33,785 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,744
Change-31,744 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 28,670
Change-28,670 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,976
Change-24,976 (-100%)
Value—
&partners
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 21,095
Change-21,095 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,707
Change-20,707 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,594
Change-18,594 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,991
Change-17,991 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,138
Change-12,138 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,513
Change-11,513 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,283
Change-11,283 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Status
Eagle Bluffs Wealth Management LLC
INCREASED2,467,5192,383,435+84,084+4%$38.5M$35.5M-$3.0M2026-10-20
LPL Financial LLC
DECREASED701,540750,799-49,259-7%$12.1M$10.1M-$2.0M2026-11-06
Riverbridge Partners LLC
INCREASED124,509120,853+3,656+3%$2.0M$1.8M-$161.3K2026-11-05
Park Avenue Securities LLC
INCREASED115,290114,415+875+1%$1.9M$1.7M-$190.0K2026-10-26
Commonwealth Equity Services, LLC
DECREASED84,82587,493-2,668-3%$1.4M$1.2M-$193.3K2026-11-02
Primoris Wealth Advisors, LLC
DECREASED71,74077,237-5,497-7%$1.2M$1.0M-$215.9K2026-10-28
Noble Wealth Management PBC
DECREASED71,54775,712-4,165-5%$1.2M$1.0M-$194.0K2026-10-01
Rareview Capital LLC
INCREASED62,44656,424+6,022+11%$909.0K$899.2K-$9.8K2026-11-05
Lifetime Wealth Management P.C.
DECREASED59,35860,672-1,314-2%$981.1K$854.8K-$126.3K2026-10-29
Natural Investments, LLC
INCREASED56,18052,100+4,080+8%$842.0K$809.0K-$33.0K2026-11-06
Allspring Global Investments Holdings, LLC
UNCHANGED43,94543,94500%$710.6K$632.8K-$77.8K2026-11-04
Integrity Wealth Partners, LLC
NEW41,925—+41,925——$603.7K—2026-10-14
Wedbush Securities Inc
DECREASED38,25039,750-1,500-4%$643.0K$551.0K-$92.0K2026-10-22
Apollon Wealth Management, LLC
NEW35,686—+35,686——$513.9K—2026-10-23
Kestra Private Wealth Services, LLC
INCREASED35,13734,976+161+0%$565.6K$506.0K-$59.6K2026-11-06
New England Private Wealth Advisors LLC
INCREASED34,42633,771+655+2%$546.1K$495.7K-$50.3K2026-10-19
Walker Asset Management, LLC
DECREASED31,42131,621-200-1%$511.3K$452.5K-$58.8K2026-10-13
Basso Capital Management, L.P.
INCREASED30,00021,306+8,694+41%$344.5K$432.0K+$87.5K2026-10-30
Coquina Private Wealth LLC
INCREASED28,57027,954+616+2%$452.0K$411.4K-$40.6K2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED28,31628,31600%$457.9K$407.8K-$50.1K2026-10-29
D.A. Davidson & Co.
UNCHANGED24,06024,06000%$389.1K$346.5K-$42.6K2026-10-28
Ibex Wealth Advisors
DECREASED22,48722,502-150%$363.9K$323.8K-$40.0K2026-11-06
MGO One Seven LLC
INCREASED22,26919,868+2,401+12%$321.3K$320.7K-$5842026-10-28
Integrated Capital Management, Inc.
DECREASED21,79426,065-4,271-16%$421.5K$313.8K-$107.6K2026-10-09
B. Riley Wealth Advisors, Inc.
DECREASED21,77426,391-4,617-17%$428.6K$313.6K-$115.0K2026-10-13
Kestra Advisory Services, LLC
INCREASED21,10916,544+4,565+28%$267.5K$304.0K+$36.5K2026-11-02
Oppenheimer & Co Inc
DECREASED18,96821,441-2,473-12%$346.7K$273.1K-$73.6K2026-10-26
Commons Capital, LLC
INCREASED18,10916,192+1,917+12%$261.8K$260.8K-$1.0K2026-11-05
Brandywine OAK Private Wealth LLC
UNCHANGED18,00018,00000%$291.1K$259.2K-$31.9K2026-10-23
Gridiron Partners, LLC
UNCHANGED16,58716,58700%$268.2K$238.9K-$29.4K2026-10-08
Mezzasalma Advisors, LLC
INCREASED14,95014,734+216+1%$238.2K$215.3K-$23.0K2026-10-14
Delta Financial Advisors LLC
INCREASED13,68012,980+700+5%$209.9K$197.0K-$12.9K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED12,72813,512-784-6%$218.0K$183.0K-$35.0K2026-11-02
Carl P. Sherr & Co., LLC
UNCHANGED11,81011,81000%$191.0K$170.1K-$20.9K2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW10,354—+10,354——$148.6K—2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED7,88212,882-5,000-39%$208.0K$114.0K-$94.0K2026-10-14
Fifth Third Bancorp
DECREASED7,44411,243-3,799-34%$181.8K$107.2K-$74.6K2026-11-05
Farther Finance Advisors, LLC
INCREASED3,9833,150+833+26%$50.9K$57.4K+$6.4K2026-10-08
Trust Co of Toledo NA
DECREASED2,7603,221-461-14%$52.1K$39.7K-$12.3K2026-10-16
North Star Investment Management Corp.
UNCHANGED2,1132,11300%$34.2K$30.4K-$3.7K2026-10-27
Fairscale Capital, LLC
UNCHANGED1,8941,89400%$30.6K$28.1K-$2.5K2026-11-04
US Bancorp \de\
DECREASED1,7121,790-78-4%$28.9K$24.7K-$4.3K2026-11-05
Fortis Group Advisors, LLC
UNCHANGED1,0001,00000%$16.2K$14.4K-$1.8K2026-11-06
IFP Advisors, Inc
UNCHANGED1,0001,00000%$16.2K$14.4K-$1.8K2026-10-16
Lanark Financial, Inc.
INCREASED744730+14+2%$11.8K$10.7K-$1.1K2026-10-26
Kentucky Trust Co
UNCHANGED74074000%$12.0K$10.7K-$1.3K2026-10-15
CoreCap Advisors, LLC
UNCHANGED30030000%$4.9K$4.3K-$5312026-10-08
Allworth Financial LP
UNCHANGED30030000%$4.9K$4.9K$02026-11-06
Parallel Advisors, LLC
INCREASED32+1+50%$45$40-$52026-11-03
Russell Investments Group, Ltd.
UNCHANGED1100%$11$9-$22026-11-06
StoneX Group Inc.
CLOSED026,321-26,321-100%$425.2K$0-$425.2K2026-11-03
Melfa Wealth Management, Inc.
CLOSED015,040-15,040-100%$243.2K$0-$243.2K2026-11-06
Simon Quick Advisors, LLC
CLOSED011,432-11,432-100%$184.9K$0-$184.9K2026-10-26
Focused Wealth Management, Inc
CLOSED010,249-10,249-100%$165.7K$0-$165.7K2026-10-30
Bryn Mawr Trust Advisors, LLC
CLOSED010,072-10,072-100%$162.9K$0-$162.9K2026-11-04
Gill Capital Partners, LLC
CLOSED03,426-3,426-100%$55.4K$0-$55.4K2026-10-13
Private Trust Co NA
CLOSED02,800-2,800-100%$45.3K$0-$45.3K2026-10-20
Community Financial Services Group, LLC
CLOSED074-74-100%$1.2K$0-$1.2K2026-10-15
JFS Wealth Advisors, LLC
CLOSED057-57-100%$922$0-$9222026-11-03
SIT Investment Associates Inc
N/A—7,890,277-7,890,277-100%$127.6M———
Morgan Stanley
N/A—5,273,293-5,273,293-100%$85.3M———
Rivernorth Capital Management, LLC
N/A—1,622,646-1,622,646-100%$26.2M———
Wells Fargo & Company
N/A—845,624-845,624-100%$13.7M———
UBS Group AG
N/A—810,866-810,866-100%$13.1M———
Raymond James Financial Inc
N/A—759,916-759,916-100%$12.3M———
Bank of America Corp
N/A—727,907-727,907-100%$11.8M———
Royal Bank of Canada
N/A—643,781-643,781-100%$10.4M———
Invesco Ltd.
N/A—594,774-594,774-100%$9.6M———
M&T Bank Corp
N/A—529,462-529,462-100%$8.6M———
Ameriprise Financial Inc
N/A—467,984-467,984-100%$7.6M———
1607 Capital Partners, LLC
N/A—203,950-203,950-100%$3.3M———
Focus Partners Wealth
N/A—178,616-178,616-100%$2.9M———
Intellectus Partners, LLC
N/A—164,884-164,884-100%$2.7M———
Osaic Holdings, Inc.
N/A—152,968-152,968-100%$2.5M———
Broyhill Asset Management, LLC
N/A—148,461-148,461-100%$2.4M———
Benjamin Edwards Inc
N/A—146,684-146,684-100%$2.4M———
HighTower Advisors, LLC
N/A—134,505-134,505-100%$2.2M———
Envestnet Asset Management Inc
N/A—132,763-132,763-100%$2.1M———
Stifel Financial Corp
N/A—92,265-92,265-100%$1.5M———
Petra Financial Advisors Inc
N/A—71,225-71,225-100%$1.2M———
Baird Financial Group, Inc.
N/A—65,980-65,980-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—57,751-57,751-100%$933.8K———
Janney Montgomery Scott LLC
N/A—56,939-56,939-100%$921.0K———
Savvy Advisors, Inc.
N/A—51,486-51,486-100%$832.5K———
Guggenheim Capital LLC
N/A—49,002-49,002-100%$792.4K———
NewEdge Advisors, LLC
N/A—48,026-48,026-100%$776.6K———
Orleans Capital Management Corp
N/A—39,265-39,265-100%$634.9K———
Addison Capital Co
N/A—35,786-35,786-100%$578.7K———
Oder Investment Management, LLC
N/A—35,566-35,566-100%$575.1K———
Westview Management dba Westview Investment Advisors
N/A—35,005-35,005-100%$566.0K———
Access Financial Services, Inc.
N/A—33,785-33,785-100%$546.3K———
Cetera Investment Advisers
N/A—31,744-31,744-100%$513.3K———
XTX Topco Ltd
N/A—28,670-28,670-100%$463.6K———
Rockefeller Capital Management L.P.
N/A—24,976-24,976-100%$403.9K———
&partners
N/A—21,224-21,224-100%$343.2K———
Comprehensive Money Management Services LLC
N/A—21,095-21,095-100%$341.1K———
Jane Street Group, LLC
N/A—20,707-20,707-100%$334.8K———
Schnieders Capital Management, Llc.
N/A—20,150-20,150-100%$325.8K———
Intellus Advisors LLC
N/A—20,000-20,000-100%$323.4K———
IHT Wealth Management, LLC
N/A—18,594-18,594-100%$300.7K———
Integrated Wealth Concepts LLC
N/A—17,991-17,991-100%$290.9K———
Sanctuary Advisors, LLC
N/A—12,138-12,138-100%$196.3K———
Advisory Services Network, LLC
N/A—12,000-12,000-100%$194.0K———
Arax Advisory Partners
N/A—11,900-11,900-100%$192.4K———
MML Investors Services, LLC
N/A—11,514-11,514-100%$186.2K———
Susquehanna International Group, LLP
N/A—11,513-11,513-100%$186.2K———
Nwam LLC
N/A—11,283-11,283-100%$182.4K———
Arkadios Wealth Advisors
N/A—10,728-10,728-100%$173.5K———
Palogic Value Management, L.P.
N/A—10,500-10,500-100%$169.8K———
WealthTrust Axiom LLC
N/A—10,259-10,259-100%$165.9K———
National Bank of Canada
N/A—9,847-9,847-100%$158.9K———
Harbour Investments, Inc.
N/A—7,786-7,786-100%$125.9K———
Caitlin John, LLC
N/A—6,309-6,309-100%$102.0K———
Hollencrest Capital Management
N/A—5,830-5,830-100%$94.3K———
Global Retirement Partners, LLC
N/A—5,780-5,780-100%$93.5K———
Atlantic Union Bankshares Corp
N/A—5,700-5,700-100%$92.2K———
Clear Street Group Inc.
N/A—4,536-4,536-100%$73.3K———
Steward Partners Investment Advisory, LLC
N/A—3,322-3,322-100%$53.7K———
Allied Private Wealth LLC
N/A—781-781-100%$12.5K———
JPMorgan Chase & Co
N/A—500-500-100%$8.1K———
IFG Advisory, LLC
N/A—385-385-100%$6.2K———
Showing 121 of 121 institutions