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BlackRock Credit Allocation (BTZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,311,862 from 877,138
Change+434,724 (+50%)
Value$12.2M (+$3.2M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares806,939 from 761,468
Change+45,471 (+6%)
Value$7.5M (-$269.6K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares769,384 from 488,221
Change+281,163 (+58%)
Value$7.2M (+$2.2M)
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares621,021 from 668,720
Change-47,699 (-7%)
Value$5.8M (-$1.1M)
Filed 2026-10-22
LPL Financial LLC
DECREASED
Shares560,055 from 567,816
Change-7,761 (-1%)
Value$5.2M (-$589.0K)
Filed 2026-11-06
Rareview Capital LLC
INCREASED
Shares459,313 from 420,186
Change+39,127 (+9%)
Value$4.3M (-$312.2K)
Filed 2026-11-05
Smith Asset Management Co., LLC
DECREASED
Shares269,620 from 273,343
Change-3,723 (-1%)
Value$2.5M (-$283.4K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED
Shares240,616 from 245,206
Change-4,590 (-2%)
Value$2.2M (-$265.9K)
Filed 2026-11-03
Thrivent Financial for Lutherans
UNCHANGED
Shares240,311 from 240,311
Change0 (0%)
Value$2.2M (-$219.0K)
Filed 2026-11-05
Marks Group Wealth Management, Inc
INCREASED
Shares172,291 from 89,273
Change+83,018 (+93%)
Value$1.6M (+$691.7K)
Filed 2026-11-05
Waterfront Wealth Inc.
INCREASED
Shares123,340 from 122,488
Change+852 (+1%)
Value$1.2M (-$77.8K)
Filed 2026-11-03
Kestra Advisory Services, LLC
NEW
Shares110,431
Change+110,431
Value$1.0M
Filed 2026-11-02
Ibex Wealth Advisors
INCREASED
Shares107,875 from 106,089
Change+1,786 (+2%)
Value$1.0M (-$79.9K)
Filed 2026-11-06
Riverbridge Partners LLC
INCREASED
Shares96,329 from 93,180
Change+3,149 (+3%)
Value$896.8K (-$55.5K)
Filed 2026-11-05
Stolper Co
DECREASED
Shares87,411 from 87,774
Change-363 (0%)
Value$814.0K (-$83.0K)
Filed 2026-10-13
Fell Capital Management
DECREASED
Shares78,200 from 80,184
Change-1,984 (-2%)
Value$728.0K (-$91.4K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares73,820 from 79,458
Change-5,638 (-7%)
Value$687.3K (-$124.8K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares57,056 from 57,817
Change-761 (-1%)
Value$540.3K (-$36.1K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares54,849 from 54,849
Change0 (0%)
Value$510.6K (-$49.9K)
Filed 2026-10-20
Lido Advisors, LLC
UNCHANGED
Shares51,815 from 51,815
Change0 (0%)
Value$482.4K (-$47.2K)
Filed 2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED
Shares50,166 from 50,279
Change-113 (0%)
Value$466.0K (-$47.8K)
Filed 2026-10-09
Uncommon Cents Investing Inc
DECREASED
Shares46,812 from 47,266
Change-454 (-1%)
Value$435.8K (-$47.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares42,415 from 1,758
Change+40,657 (+2313%)
Value$394.9K (+$376.9K)
Filed 2026-10-08
Noble Wealth Management PBC
DECREASED
Shares37,533 from 52,533
Change-15,000 (-29%)
Value$349.4K (-$187.5K)
Filed 2026-10-01
Closed-End Fund Advisors, Inc.
INCREASED
Shares35,765 from 32,040
Change+3,725 (+12%)
Value$333.0K (+$5.5K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
DECREASED
Shares32,202 from 35,842
Change-3,640 (-10%)
Value$299.8K (-$66.5K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares30,905 from 32,255
Change-1,350 (-4%)
Value$287.7K (-$41.9K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares30,127 from 29,844
Change+283 (+1%)
Value$280.5K (-$24.5K)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares29,876 from 64,651
Change-34,775 (-54%)
Value$278.1K (-$382.6K)
Filed 2026-10-28
Ellis Investment Partners, LLC
DECREASED
Shares28,548 from 29,912
Change-1,364 (-5%)
Value$265.8K (-$39.9K)
Filed 2026-10-21
Truist Financial Corp
UNCHANGED
Shares27,832 from 27,832
Change0 (0%)
Value$259.1K (-$25.3K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,470 from 23,038
Change+432 (+2%)
Value$219.0K (-$16.0K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares23,103 from 23,830
Change-727 (-3%)
Value$215.1K (-$28.5K)
Filed 2026-10-23
SMH Capital Advisors Inc
INCREASED
Shares22,327 from 22,212
Change+115 (+1%)
Value$207.9K (-$19.1K)
Filed 2026-10-29
Mueller Wealth, LLC
INCREASED
Shares21,868 from 21,662
Change+206 (+1%)
Value$203.6K (-$17.8K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares19,564 from 20,254
Change-690 (-3%)
Value$182.1K (-$24.9K)
Filed 2026-11-06
Park Edge Advisors, LLC
DECREASED
Shares19,497 from 24,605
Change-5,108 (-21%)
Value$181.5K (-$69.9K)
Filed 2026-10-28
180 Wealth Advisors, LLC
UNCHANGED
Shares18,416 from 18,416
Change0 (0%)
Value$171.4K (-$16.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares18,084 from 27,843
Change-9,759 (-35%)
Value$168.9K (-$115.7K)
Filed 2026-11-02
StoneX Group Inc.
DECREASED
Shares17,861 from 26,779
Change-8,918 (-33%)
Value$178.3K (-$97.9K)
Filed 2026-11-03
Creekside Partners
DECREASED
Shares17,371 from 19,357
Change-1,986 (-10%)
Value$161.7K (-$36.1K)
Filed 2026-11-04
Future Financial Wealth Managment LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$158.3K (-$11.2K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares16,871 from 17,870
Change-999 (-6%)
Value$157.1K (-$25.6K)
Filed 2026-11-02
Valley Brook Capital Group, Inc.
UNCHANGED
Shares16,720 from 16,720
Change0 (0%)
Value$155.7K (-$15.2K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares15,200 from 15,077
Change+123 (+1%)
Value$144.4K (-$9.7K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares14,930 from 15,655
Change-725 (-5%)
Value$139.0K (-$21.0K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares14,339 from 14,122
Change+217 (+2%)
Value$133.5K (-$10.8K)
Filed 2026-11-06
Nwam LLC
UNCHANGED
Shares14,048 from 14,048
Change0 (0%)
Value$130.8K (-$12.8K)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares13,889 from 15,037
Change-1,148 (-8%)
Value$129.0K (+$128.8K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$125.7K (-$12.3K)
Filed 2026-10-21
Investors Asset Management of Georgia Inc
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$125.7K (-$12.3K)
Filed 2026-10-20
MRA Advisory Group
INCREASED
Shares13,317 from 13,238
Change+79 (+1%)
Value$124.0K (-$11.3K)
Filed 2026-10-07
Oppenheimer & Co Inc
UNCHANGED
Shares13,298 from 13,298
Change0 (0%)
Value$123.8K (-$12.1K)
Filed 2026-10-26
E&G Advisors, LLC
DECREASED
Shares13,292 from 13,792
Change-500 (-4%)
Value$123.7K (-$17.2K)
Filed 2026-10-13
Melfa Wealth Management, Inc.
UNCHANGED
Shares13,236 from 13,236
Change0 (0%)
Value$123.2K (-$12.0K)
Filed 2026-11-06
Chapin Davis, Inc.
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$121.0K (-$11.8K)
Filed 2026-10-09
Miller Financial Services LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$121.0K (-$11.8K)
Filed 2026-10-20
Geneos Wealth Management Inc.
INCREASED
Shares12,500 from 240
Change+12,260 (+5108%)
Value$116.4K (+$113.9K)
Filed 2026-11-09
First Bank & Trust
NEW
Shares11,744
Change+11,744
Value$109.3K
Filed 2026-10-19
Accredited Investor Services, LLC
DECREASED
Shares11,222 from 11,861
Change-639 (-5%)
Value$104.5K (-$16.7K)
Filed 2026-10-22
OAK Family Advisors, LLC
UNCHANGED
Shares10,929 from 10,929
Change0 (0%)
Value$101.7K (-$9.9K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares10,449 from 11,377
Change-928 (-8%)
Value$97.0K (-$19.0K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares10,008 from 11,376
Change-1,368 (-12%)
Value$93.2K (-$23.1K)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares6,226 from 6,503
Change-277 (-4%)
Value$58.0K (-$8.5K)
Filed 2026-10-27
Eastern Bank
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$52.8K (-$5.2K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
NEW
Shares3,237
Change+3,237
Value$30.1K
Filed 2026-10-30
Citigroup Inc
NEW
Shares3,038
Change+3,038
Value$28.3K
Filed 2026-11-04
Kentucky Trust Co
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$25.3K (-$2.5K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares2,146 from 1,617
Change+529 (+33%)
Value$20.0K (+$3.5K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,818 from 2,689
Change-871 (-32%)
Value$16.9K (-$10.6K)
Filed 2026-11-05
First Premier Bank
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$16 (-$1)
Filed 2026-10-13
North Star Investment Management Corp.
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$11.5K (-$1.1K)
Filed 2026-10-27
Pacifica Partners Inc.
INCREASED
Shares1,134 from 1,106
Change+28 (+3%)
Value$10.6K (-$751)
Filed 2026-10-09
Lanark Financial, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.3K (-$910)
Filed 2026-10-26
Caldwell Trust Co
DECREASED
Shares524 from 525
Change-1 (0%)
Value$4.9K (-$488)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$2.6K (-$255)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.9K (-$182)
Filed 2026-10-15
Wolverine Asset Management LLC
DECREASED
Shares53 from 163,008
Change-162,955 (-100%)
Value$493 (-$1.7M)
Filed 2026-11-02
Russell Investments Group, Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$368 (-$36)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 41,558
Change-41,558 (-100%)
Value$0 (-$424.7K)
Filed 2026-11-05
Shaker Financial Services, LLC
CLOSED
Shares0 from 13,149
Change-13,149 (-100%)
Value$0 (-$134.4K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 11,508
Change-11,508 (-100%)
Value$0 (-$117.5K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$102.2K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 5,102
Change-5,102 (-100%)
Value$0 (-$52.1K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$22.0K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 999
Change-999 (-100%)
Value$0 (-$10.2K)
Filed 2026-11-03
Bessemer Group Inc
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$6)
Filed 2026-11-09
Key Capital Management, Inc
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-03
Central Trust Co
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.0K)
Filed 2026-11-05
SIT Investment Associates Inc
N/A
Shares— from 6,991,115
Change-6,991,115 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,313,606
Change-5,313,606 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,748,810
Change-4,748,810 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,853,133
Change-1,853,133 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,490,582
Change-1,490,582 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,257,966
Change-1,257,966 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 976,930
Change-976,930 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 799,205
Change-799,205 (-100%)
Value—
UBS Group AG
N/A
Shares— from 571,839
Change-571,839 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 396,945
Change-396,945 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 350,797
Change-350,797 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 331,022
Change-331,022 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 324,985
Change-324,985 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 324,822
Change-324,822 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 245,318
Change-245,318 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 223,860
Change-223,860 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 133,636
Change-133,636 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 120,175
Change-120,175 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 107,648
Change-107,648 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 96,628
Change-96,628 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 80,753
Change-80,753 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 78,658
Change-78,658 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 77,972
Change-77,972 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 75,420
Change-75,420 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 72,345
Change-72,345 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,473
Change-67,473 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 64,422
Change-64,422 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,924
Change-54,924 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 53,707
Change-53,707 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 52,262
Change-52,262 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 51,358
Change-51,358 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 49,680
Change-49,680 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 47,852
Change-47,852 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 39,700
Change-39,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 38,056
Change-38,056 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 36,021
Change-36,021 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 31,010
Change-31,010 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 29,366
Change-29,366 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,885
Change-26,885 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,386
Change-23,386 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 22,114
Change-22,114 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,447
Change-20,447 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 18,660
Change-18,660 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,445
Change-16,445 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,771
Change-15,771 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,287
Change-15,287 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,088
Change-15,088 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,348
Change-13,348 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 13,004
Change-13,004 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
&partners
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED1,311,862877,138+434,724+50%$9.0M$12.2M+$3.2M2026-11-04
Sowell Financial Services LLC
INCREASED806,939761,468+45,471+6%$7.8M$7.5M-$269.6K2026-10-23
D.A. Davidson & Co.
INCREASED769,384488,221+281,163+58%$5.0M$7.2M+$2.2M2026-10-28
Capital Investment Advisors, LLC
DECREASED621,021668,720-47,699-7%$6.8M$5.8M-$1.1M2026-10-22
LPL Financial LLC
DECREASED560,055567,816-7,761-1%$5.8M$5.2M-$589.0K2026-11-06
Rareview Capital LLC
INCREASED459,313420,186+39,127+9%$4.6M$4.3M-$312.2K2026-11-05
Smith Asset Management Co., LLC
DECREASED269,620273,343-3,723-1%$2.8M$2.5M-$283.4K2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED240,616245,206-4,590-2%$2.5M$2.2M-$265.9K2026-11-03
Thrivent Financial for Lutherans
UNCHANGED240,311240,31100%$2.5M$2.2M-$219.0K2026-11-05
Marks Group Wealth Management, Inc
INCREASED172,29189,273+83,018+93%$912.4K$1.6M+$691.7K2026-11-05
Waterfront Wealth Inc.
INCREASED123,340122,488+852+1%$1.3M$1.2M-$77.8K2026-11-03
Kestra Advisory Services, LLC
NEW110,431—+110,431——$1.0M—2026-11-02
Ibex Wealth Advisors
INCREASED107,875106,089+1,786+2%$1.1M$1.0M-$79.9K2026-11-06
Riverbridge Partners LLC
INCREASED96,32993,180+3,149+3%$952.3K$896.8K-$55.5K2026-11-05
Stolper Co
DECREASED87,41187,774-3630%$897.0K$814.0K-$83.0K2026-10-13
Fell Capital Management
DECREASED78,20080,184-1,984-2%$819.5K$728.0K-$91.4K2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED73,82079,458-5,638-7%$812.1K$687.3K-$124.8K2026-11-05
Chicago Partners Investment Group LLC
DECREASED57,05657,817-761-1%$576.4K$540.3K-$36.1K2026-10-27
Private Trust Co NA
UNCHANGED54,84954,84900%$560.6K$510.6K-$49.9K2026-10-20
Lido Advisors, LLC
UNCHANGED51,81551,81500%$529.6K$482.4K-$47.2K2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED50,16650,279-1130%$513.8K$466.0K-$47.8K2026-10-09
Uncommon Cents Investing Inc
DECREASED46,81247,266-454-1%$483.1K$435.8K-$47.2K2026-10-20
Farther Finance Advisors, LLC
INCREASED42,4151,758+40,657+2313%$18.0K$394.9K+$376.9K2026-10-08
Noble Wealth Management PBC
DECREASED37,53352,533-15,000-29%$536.9K$349.4K-$187.5K2026-10-01
Closed-End Fund Advisors, Inc.
INCREASED35,76532,040+3,725+12%$327.4K$333.0K+$5.5K2026-11-04
Mezzasalma Advisors, LLC
DECREASED32,20235,842-3,640-10%$366.3K$299.8K-$66.5K2026-10-14
Flagship Harbor Advisors, LLC
DECREASED30,90532,255-1,350-4%$329.6K$287.7K-$41.9K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED30,12729,844+283+1%$305.0K$280.5K-$24.5K2026-10-16
Choreo, LLC
DECREASED29,87664,651-34,775-54%$660.7K$278.1K-$382.6K2026-10-28
Ellis Investment Partners, LLC
DECREASED28,54829,912-1,364-5%$305.7K$265.8K-$39.9K2026-10-21
Truist Financial Corp
UNCHANGED27,83227,83200%$284.4K$259.1K-$25.3K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED23,47023,038+432+2%$235.0K$219.0K-$16.0K2026-11-02
Evergreen Capital Management LLC
DECREASED23,10323,830-727-3%$243.5K$215.1K-$28.5K2026-10-23
SMH Capital Advisors Inc
INCREASED22,32722,212+115+1%$227.0K$207.9K-$19.1K2026-10-29
Mueller Wealth, LLC
INCREASED21,86821,662+206+1%$221.4K$203.6K-$17.8K2026-11-05
Merit Financial Group, LLC
DECREASED19,56420,254-690-3%$207.0K$182.1K-$24.9K2026-11-06
Park Edge Advisors, LLC
DECREASED19,49724,605-5,108-21%$251.5K$181.5K-$69.9K2026-10-28
180 Wealth Advisors, LLC
UNCHANGED18,41618,41600%$188.2K$171.4K-$16.8K2026-11-03
International Assets Investment Management, LLC
DECREASED18,08427,843-9,759-35%$284.6K$168.9K-$115.7K2026-11-02
StoneX Group Inc.
DECREASED17,86126,779-8,918-33%$276.2K$178.3K-$97.9K2026-11-03
Creekside Partners
DECREASED17,37119,357-1,986-10%$197.8K$161.7K-$36.1K2026-11-04
Future Financial Wealth Managment LLC
UNCHANGED17,00017,00000%$169.5K$158.3K-$11.2K2026-10-15
Commonwealth Equity Services, LLC
DECREASED16,87117,870-999-6%$182.6K$157.1K-$25.6K2026-11-02
Valley Brook Capital Group, Inc.
UNCHANGED16,72016,72000%$170.9K$155.7K-$15.2K2026-10-26
Prospera Financial Services Inc
INCREASED15,20015,077+123+1%$154.1K$144.4K-$9.7K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED14,93015,655-725-5%$160.0K$139.0K-$21.0K2026-11-06
Clearstead Advisors, LLC
INCREASED14,33914,122+217+2%$144.3K$133.5K-$10.8K2026-11-06
Nwam LLC
UNCHANGED14,04814,04800%$143.6K$130.8K-$12.8K2026-11-09
Park Avenue Securities LLC
DECREASED13,88915,037-1,148-8%$154$129.0K+$128.8K2026-10-26
Crescent Grove Advisors, LLC
UNCHANGED13,50013,50000%$138.0K$125.7K-$12.3K2026-10-21
Investors Asset Management of Georgia Inc
UNCHANGED13,50013,50000%$138.0K$125.7K-$12.3K2026-10-20
MRA Advisory Group
INCREASED13,31713,238+79+1%$135.3K$124.0K-$11.3K2026-10-07
Oppenheimer & Co Inc
UNCHANGED13,29813,29800%$135.9K$123.8K-$12.1K2026-10-26
E&G Advisors, LLC
DECREASED13,29213,792-500-4%$141.0K$123.7K-$17.2K2026-10-13
Melfa Wealth Management, Inc.
UNCHANGED13,23613,23600%$135.3K$123.2K-$12.0K2026-11-06
Chapin Davis, Inc.
UNCHANGED13,00013,00000%$132.9K$121.0K-$11.8K2026-10-09
Miller Financial Services LLC
UNCHANGED13,00013,00000%$132.9K$121.0K-$11.8K2026-10-20
Geneos Wealth Management Inc.
INCREASED12,500240+12,260+5108%$2.5K$116.4K+$113.9K2026-11-09
First Bank & Trust
NEW11,744—+11,744——$109.3K—2026-10-19
Accredited Investor Services, LLC
DECREASED11,22211,861-639-5%$121.2K$104.5K-$16.7K2026-10-22
OAK Family Advisors, LLC
UNCHANGED10,92910,92900%$111.7K$101.7K-$9.9K2026-10-19
Wedbush Securities Inc
DECREASED10,44911,377-928-8%$116.0K$97.0K-$19.0K2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED10,00811,376-1,368-12%$116.3K$93.2K-$23.1K2026-10-27
WPG Advisers, LLC
DECREASED6,2266,503-277-4%$66.5K$58.0K-$8.5K2026-10-27
Eastern Bank
UNCHANGED5,6705,67000%$57.9K$52.8K-$5.2K2026-10-05
Provenance Wealth Advisors, LLC
NEW3,237—+3,237——$30.1K—2026-10-30
Citigroup Inc
NEW3,038—+3,038——$28.3K—2026-11-04
Kentucky Trust Co
UNCHANGED2,7182,71800%$27.8K$25.3K-$2.5K2026-10-15
PNC Financial Services Group, Inc.
INCREASED2,1461,617+529+33%$16.5K$20.0K+$3.5K2026-11-06
Fifth Third Bancorp
DECREASED1,8182,689-871-32%$27.5K$16.9K-$10.6K2026-11-05
First Premier Bank
UNCHANGED1,7001,70000%$17$16-$12026-10-13
North Star Investment Management Corp.
UNCHANGED1,2331,23300%$12.6K$11.5K-$1.1K2026-10-27
Pacifica Partners Inc.
INCREASED1,1341,106+28+3%$11.3K$10.6K-$7512026-10-09
Lanark Financial, Inc.
UNCHANGED1,0001,00000%$10.2K$9.3K-$9102026-10-26
Caldwell Trust Co
DECREASED524525-10%$5.4K$4.9K-$4882026-10-30
Highline Wealth Partners LLC
UNCHANGED28028000%$2.9K$2.6K-$2552026-10-19
Wolff Wiese Magana LLC
UNCHANGED20020000%$2.0K$1.9K-$1822026-10-15
Wolverine Asset Management LLC
DECREASED53163,008-162,955-100%$1.7M$493-$1.7M2026-11-02
Russell Investments Group, Ltd.
UNCHANGED404000%$404$368-$362026-11-06
Imc-Chicago, LLC
CLOSED041,558-41,558-100%$424.7K$0-$424.7K2026-11-05
Shaker Financial Services, LLC
CLOSED013,149-13,149-100%$134.4K$0-$134.4K2026-10-14
Wealth Enhancement Advisory Services, LLC
CLOSED011,508-11,508-100%$117.5K$0-$117.5K2026-10-13
Physician Wealth Advisors, Inc.
CLOSED010,000-10,000-100%$102.2K$0-$102.2K2026-10-20
Gill Capital Partners, LLC
CLOSED05,102-5,102-100%$52.1K$0-$52.1K2026-10-13
Institute for Wealth Management, Llc.
CLOSED02,150-2,150-100%$22.0K$0-$22.0K2026-11-06
Axiom Investment Management LLC
CLOSED0999-999-100%$10.2K$0-$10.2K2026-11-03
Bessemer Group Inc
CLOSED0553-553-100%$6$0-$62026-11-09
Key Capital Management, Inc
CLOSED0110-110-100%$1.1K$0-$1.1K2026-11-03
Central Trust Co
CLOSED0100-100-100%$1.0K$0-$1.0K2026-11-05
SIT Investment Associates Inc
N/A—6,991,115-6,991,115-100%$71.4M———
Morgan Stanley
N/A—5,313,606-5,313,606-100%$54.3M———
Bank of America Corp
N/A—4,748,810-4,748,810-100%$48.5M———
Guggenheim Capital LLC
N/A—1,853,133-1,853,133-100%$18.9M———
Raymond James Financial Inc
N/A—1,490,582-1,490,582-100%$15.2M———
Invesco Ltd.
N/A—1,257,966-1,257,966-100%$12.9M———
Wells Fargo & Company
N/A—976,930-976,930-100%$10.0M———
Royal Bank of Canada
N/A—799,205-799,205-100%$8.2M———
UBS Group AG
N/A—571,839-571,839-100%$5.8M———
Ameriprise Financial Inc
N/A—396,945-396,945-100%$4.1M———
Envestnet Asset Management Inc
N/A—350,797-350,797-100%$3.6M———
Cohen & Steers, Inc.
N/A—331,022-331,022-100%$3.4M———
Steward Partners Investment Advisory, LLC
N/A—324,985-324,985-100%$3.3M———
Cary Street Partners Financial LLC
N/A—324,822-324,822-100%$3.3M———
Thomas J. Herzfeld Advisors, Inc.
N/A—245,318-245,318-100%$2.5M———
First Trust Advisors LP
N/A—223,860-223,860-100%$2.3M———
Emissary Wealth LLC
N/A—133,636-133,636-100%$1.4M———
Karpus Management, Inc.
N/A—120,175-120,175-100%$1.2M———
1607 Capital Partners, LLC
N/A—107,648-107,648-100%$1.1M———
Cetera Investment Advisers
N/A—96,628-96,628-100%$987.5K———
Rockefeller Capital Management L.P.
N/A—80,753-80,753-100%$825.3K———
Vestmark Advisory Solutions, Inc.
N/A—78,658-78,658-100%$803.9K———
Northwestern Mutual Wealth Management Co
N/A—77,972-77,972-100%$796.9K———
Focus Partners Wealth
N/A—75,420-75,420-100%$770.8K———
Advisors Asset Management, Inc.
N/A—72,345-72,345-100%$739.4K———
Susquehanna International Group, LLP
N/A—67,473-67,473-100%$689.6K———
Principal Securities, Inc.
N/A—64,422-64,422-100%$658.4K———
Osaic Holdings, Inc.
N/A—54,924-54,924-100%$561.3K———
Johnson Financial Group, Inc.
N/A—53,707-53,707-100%$548.9K———
Alteri Wealth LLC
N/A—52,262-52,262-100%$534.1K———
EP Wealth Advisors, LLC
N/A—51,358-51,358-100%$524.9K———
Marex Group Ltd
N/A—51,000-51,000-100%$521.2K———
PIN OAK Investment Advisors Inc
N/A—49,680-49,680-100%$508.0K———
Jane Street Group, LLC
N/A—47,852-47,852-100%$489.0K———
Horizon Kinetics Asset Management LLC
N/A—39,700-39,700-100%$405.7K———
XTX Topco Ltd
N/A—38,056-38,056-100%$388.9K———
Global Retirement Partners, LLC
N/A—36,021-36,021-100%$368.1K———
Broyhill Asset Management, LLC
N/A—32,500-32,500-100%$332.2K———
Mariner, LLC
N/A—31,010-31,010-100%$316.9K———
Palogic Value Management, L.P.
N/A—29,366-29,366-100%$300.1K———
NewEdge Advisors, LLC
N/A—26,885-26,885-100%$274.8K———
MML Investors Services, LLC
N/A—23,386-23,386-100%$239.0K———
Virtu Financial LLC
N/A—22,114-22,114-100%$226.0K———
Equitable Holdings, Inc.
N/A—20,447-20,447-100%$209.0K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$204.4K———
Dividend Assets Capital, LLC
N/A—20,000-20,000-100%$204.4K———
Almitas Capital LLC
N/A—18,660-18,660-100%$190.7K———
Private Advisor Group, LLC
N/A—17,674-17,674-100%$180.6K———
Integrated Wealth Concepts LLC
N/A—16,445-16,445-100%$168.1K———
Waverly Advisors, LLC
N/A—15,771-15,771-100%$161.2K———
Janney Montgomery Scott LLC
N/A—15,287-15,287-100%$156.0K———
Stifel Financial Corp
N/A—15,088-15,088-100%$154.2K———
Kovack Advisors, Inc.
N/A—13,348-13,348-100%$136.4K———
Northstar Financial Companies, Inc.
N/A—13,004-13,004-100%$132.9K———
World Investment Advisors
N/A—12,444-12,444-100%$125.7K———
&partners
N/A—12,352-12,352-100%$126.2K———
Beacon Pointe Advisors, LLC
N/A—12,098-12,098-100%$123.6K———
Arax Advisory Partners
N/A—11,450-11,450-100%$117.0K———
Tyche Wealth Partners LLC
N/A—11,000-11,000-100%$112.4K———
Stephens Inc
N/A—10,543-10,543-100%$107.7K———
SHP Wealth Management
N/A—10,477-10,477-100%$107.1K———
Sound View Wealth Advisors Group, LLC
N/A—10,400-10,400-100%$106.3K———
Boothbay Fund Management, LLC
N/A—10,046-10,046-100%$102.7K———
Bartlett & Co. Wealth Management LLC
N/A—6,000-6,000-100%$61.3K———
Clear Street Group Inc.
N/A—5,664-5,664-100%$57.9K———
Harbour Investments, Inc.
N/A—2,615-2,615-100%$26.7K———
BFC Planning, Inc.
N/A—1,409-1,409-100%$14.4K———
Webster Bank, N. A.
N/A—1,378-1,378-100%$14.1K———
Measured Wealth Private Client Group, LLC
N/A—750-750-100%$7.7K———
Godfrey Financial Associates, Inc.
N/A—500-500-100%$5.1K———
Mcguire Capital Advisors Inc
N/A—100-100-100%$1.0K———
Huntington National Bank
N/A—2-2-100%$20———
Showing 161 of 161 institutions