IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BlackRock Munivest Fund (MVF)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisory Services Network, LLC
NEW
Shares100
Change+100
Value$707
Filed 2026-05-15
Karpus Management, Inc.
CLOSED
Shares0 from 8,350,955
Change-8,350,955 (-100%)
Value$0 (-$57.9M)
Filed 2026-05-14
Mackay Shields LLC
CLOSED
Shares0 from 1,192,311
Change-1,192,311 (-100%)
Value$0 (-$8.3M)
Filed 2026-04-27
Guggenheim Capital LLC
CLOSED
Shares0 from 1,080,827
Change-1,080,827 (-100%)
Value$0 (-$7.5M)
Filed 2026-05-15
Raymond James Financial Inc
CLOSED
Shares0 from 1,060,419
Change-1,060,419 (-100%)
Value$0 (-$7.3M)
Filed 2026-05-14
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 636,977
Change-636,977 (-100%)
Value$0 (-$4.4M)
Filed 2026-05-05
Bank of America Corp
CLOSED
Shares0 from 615,465
Change-615,465 (-100%)
Value$0 (-$4.3M)
Filed 2026-05-18
Robinson Capital Management, LLC
CLOSED
Shares0 from 550,570
Change-550,570 (-100%)
Value$0 (-$3.8M)
Filed 2026-05-11
Morgan Stanley
CLOSED
Shares0 from 528,219
Change-528,219 (-100%)
Value$0 (-$3.7M)
Filed 2026-05-15
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 508,653
Change-508,653 (-100%)
Value$0 (-$3.5M)
Filed 2026-05-13
Pathstone Holdings, LLC
CLOSED
Shares0 from 473,059
Change-473,059 (-100%)
Value$0 (-$3.3M)
Filed 2026-05-11
Advisors Asset Management, Inc.
CLOSED
Shares0 from 443,060
Change-443,060 (-100%)
Value$0 (-$3.1M)
Filed 2026-05-15
Van Eck Associates Corp
CLOSED
Shares0 from 424,362
Change-424,362 (-100%)
Value$0 (-$2.9K)
Filed 2026-05-15
Fiera Capital Corp
CLOSED
Shares0 from 423,343
Change-423,343 (-100%)
Value$0 (-$2.9M)
Filed 2026-05-12
Gridiron Partners, LLC
CLOSED
Shares0 from 345,632
Change-345,632 (-100%)
Value$0 (-$2.4M)
Filed 2026-04-13
Leo Wealth, LLC
CLOSED
Shares0 from 339,809
Change-339,809 (-100%)
Value$0 (-$2.4M)
Filed 2026-05-05
Capital Investment Advisors, LLC
CLOSED
Shares0 from 288,970
Change-288,970 (-100%)
Value$0 (-$2.0M)
Filed 2026-04-17
Wells Fargo & Company
CLOSED
Shares0 from 284,395
Change-284,395 (-100%)
Value$0 (-$2.0M)
Filed 2026-07-08
Cohen & Steers, Inc.
CLOSED
Shares0 from 224,580
Change-224,580 (-100%)
Value$0 (-$1.6K)
Filed 2026-05-15
LPL Financial LLC
CLOSED
Shares0 from 220,352
Change-220,352 (-100%)
Value$0 (-$1.5M)
Filed 2026-05-06
City of London Investment Management Co LTD
CLOSED
Shares0 from 215,857
Change-215,857 (-100%)
Value$0 (-$1.5M)
Filed 2026-05-15
UBS Group AG
CLOSED
Shares0 from 211,424
Change-211,424 (-100%)
Value$0 (-$1.5M)
Filed 2026-05-05
Melfa Wealth Management, Inc.
CLOSED
Shares0 from 188,658
Change-188,658 (-100%)
Value$0 (-$1.3M)
Filed 2026-04-10
Dakota Wealth Management
CLOSED
Shares0 from 183,703
Change-183,703 (-100%)
Value$0 (-$1.3M)
Filed 2026-08-26
Envestnet Asset Management Inc
CLOSED
Shares0 from 169,030
Change-169,030 (-100%)
Value$0 (-$1.2M)
Filed 2026-05-04
Indiana Trust & Investment Management Co
CLOSED
Shares0 from 150,686
Change-150,686 (-100%)
Value$0 (-$1.0M)
Filed 2026-04-28
Wolverine Asset Management LLC
CLOSED
Shares0 from 144,357
Change-144,357 (-100%)
Value$0 (-$1.0M)
Filed 2026-05-04
Park Avenue Securities LLC
CLOSED
Shares0 from 142,661
Change-142,661 (-100%)
Value$0 (-$989)
Filed 2026-04-07
Royal Bank of Canada
CLOSED
Shares0 from 137,728
Change-137,728 (-100%)
Value$0 (-$954.0K)
Filed 2026-05-15
Invesco Ltd.
CLOSED
Shares0 from 124,626
Change-124,626 (-100%)
Value$0 (-$863.7K)
Filed 2026-07-15
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 107,589
Change-107,589 (-100%)
Value$0 (-$742.4K)
Filed 2026-05-04
Lido Advisors, LLC
CLOSED
Shares0 from 105,790
Change-105,790 (-100%)
Value$0 (-$729.5K)
Filed 2026-05-13
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 99,814
Change-99,814 (-100%)
Value$0 (-$691.7K)
Filed 2026-05-14
Horizon Kinetics Asset Management LLC
CLOSED
Shares0 from 93,068
Change-93,068 (-100%)
Value$0 (-$645.0K)
Filed 2026-05-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 82,029
Change-82,029 (-100%)
Value$0 (-$568.5K)
Filed 2026-05-08
Wellspring Financial Advisors, LLC
CLOSED
Shares0 from 81,242
Change-81,242 (-100%)
Value$0 (-$563.0K)
Filed 2026-05-15
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 53,074
Change-53,074 (-100%)
Value$0 (-$367.8K)
Filed 2026-05-15
U.S. Capital Wealth Advisors, LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$346.5K)
Filed 2026-04-07
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 49,404
Change-49,404 (-100%)
Value$0 (-$342.4K)
Filed 2026-04-28
Riverbridge Partners LLC
CLOSED
Shares0 from 39,648
Change-39,648 (-100%)
Value$0 (-$274.8K)
Filed 2026-04-17
Nuveen, LLC
CLOSED
Shares0 from 38,432
Change-38,432 (-100%)
Value$0 (-$266.3K)
Filed 2026-04-30
Aviance Capital Partners, LLC
CLOSED
Shares0 from 35,334
Change-35,334 (-100%)
Value$0 (-$244.9K)
Filed 2026-05-06
David J Yvars Group
CLOSED
Shares0 from 35,300
Change-35,300 (-100%)
Value$0 (-$244.6K)
Filed 2026-04-08
Integrated Capital Management, Inc.
CLOSED
Shares0 from 35,279
Change-35,279 (-100%)
Value$0 (-$244.5K)
Filed 2026-05-07
Bank of New York Mellon Corp
CLOSED
Shares0 from 31,520
Change-31,520 (-100%)
Value$0 (-$218.4K)
Filed 2026-05-05
Logan Stone Capital, LLC
CLOSED
Shares0 from 29,091
Change-29,091 (-100%)
Value$0 (-$201.6K)
Filed 2026-05-15
Jane Street Group, LLC
CLOSED
Shares0 from 27,963
Change-27,963 (-100%)
Value$0 (-$193.8K)
Filed 2026-05-12
Verdence Capital Advisors LLC
CLOSED
Shares0 from 27,539
Change-27,539 (-100%)
Value$0 (-$190.8K)
Filed 2026-04-30
Oppenheimer & Co Inc
CLOSED
Shares0 from 26,445
Change-26,445 (-100%)
Value$0 (-$183.3K)
Filed 2026-04-24
Ancora Advisors LLCA
CLOSED
Shares0 from 26,395
Change-26,395 (-100%)
Value$0 (-$182.9K)
Filed 2026-05-15
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 25,245
Change-25,245 (-100%)
Value$0 (-$174.9K)
Filed 2026-04-21
Savvy Advisors, Inc.
CLOSED
Shares0 from 24,263
Change-24,263 (-100%)
Value$0 (-$168.1K)
Filed 2026-05-11
Kestra Advisory Services, LLC
CLOSED
Shares0 from 21,904
Change-21,904 (-100%)
Value$0 (-$151.8K)
Filed 2026-04-30
Northern Trust Corp
CLOSED
Shares0 from 21,451
Change-21,451 (-100%)
Value$0 (-$148.7K)
Filed 2026-05-14
Realta Investment Advisors
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$145.5K)
Filed 2026-04-22
Sfmg, LLC
CLOSED
Shares0 from 20,753
Change-20,753 (-100%)
Value$0 (-$143.8K)
Filed 2026-05-12
Benjamin Edwards Inc
CLOSED
Shares0 from 19,639
Change-19,639 (-100%)
Value$0 (-$136.1K)
Filed 2026-05-12
Ackerman Capital Advisors, LLC
CLOSED
Shares0 from 19,322
Change-19,322 (-100%)
Value$0 (-$133.9K)
Filed 2026-05-05
Janney Montgomery Scott LLC
CLOSED
Shares0 from 19,206
Change-19,206 (-100%)
Value$0 (-$133)
Filed 2026-04-22
Cerity Partners LLC
CLOSED
Shares0 from 18,519
Change-18,519 (-100%)
Value$0 (-$128.3K)
Filed 2026-05-15
River Street Advisors LLC
CLOSED
Shares0 from 17,542
Change-17,542 (-100%)
Value$0 (-$121.6K)
Filed 2026-04-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 17,524
Change-17,524 (-100%)
Value$0 (-$121.4K)
Filed 2026-04-27
Citizens National Bank Trust Department
CLOSED
Shares0 from 16,550
Change-16,550 (-100%)
Value$0 (-$114.7K)
Filed 2026-05-04
Cetera Investment Advisers
CLOSED
Shares0 from 16,144
Change-16,144 (-100%)
Value$0 (-$111.9K)
Filed 2026-05-13
Noble Wealth Management PBC
CLOSED
Shares0 from 15,966
Change-15,966 (-100%)
Value$0 (-$110.6K)
Filed 2026-04-02
Perennial Investment Advisors, LLC
CLOSED
Shares0 from 15,106
Change-15,106 (-100%)
Value$0 (-$104.7K)
Filed 2026-05-15
Closed-End Fund Advisors, Inc.
CLOSED
Shares0 from 15,007
Change-15,007 (-100%)
Value$0 (-$104.0K)
Filed 2026-05-11
Tilson Financial Group, Inc.
CLOSED
Shares0 from 14,701
Change-14,701 (-100%)
Value$0 (-$101.9K)
Filed 2026-04-29
Truist Financial Corp
CLOSED
Shares0 from 14,515
Change-14,515 (-100%)
Value$0 (-$100.6K)
Filed 2026-04-27
Fortitude Advisory Group L.L.C.
CLOSED
Shares0 from 14,234
Change-14,234 (-100%)
Value$0 (-$98.6K)
Filed 2026-04-28
MML Investors Services, LLC
CLOSED
Shares0 from 13,540
Change-13,540 (-100%)
Value$0 (-$93.8K)
Filed 2026-05-04
Permanent Capital Management, LP
CLOSED
Shares0 from 12,751
Change-12,751 (-100%)
Value$0 (-$88.4K)
Filed 2026-05-14
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 12,335
Change-12,335 (-100%)
Value$0 (-$85.5K)
Filed 2026-05-08
Seed Wealth Management, Inc.
CLOSED
Shares0 from 12,064
Change-12,064 (-100%)
Value$0 (-$83.6K)
Filed 2026-04-08
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 11,871
Change-11,871 (-100%)
Value$0 (-$13.7K)
Filed 2026-04-23
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 11,380
Change-11,380 (-100%)
Value$0 (-$78.9K)
Filed 2026-04-20
NewEdge Advisors, LLC
CLOSED
Shares0 from 10,813
Change-10,813 (-100%)
Value$0 (-$74.9K)
Filed 2026-06-03
Moody National Bank Trust Division
CLOSED
Shares0 from 10,346
Change-10,346 (-100%)
Value$0 (-$71.7K)
Filed 2026-04-09
Bokf, NA
CLOSED
Shares0 from 9,815
Change-9,815 (-100%)
Value$0 (-$68.0K)
Filed 2026-05-08
Hollencrest Capital Management
CLOSED
Shares0 from 7,153
Change-7,153 (-100%)
Value$0 (-$49.6K)
Filed 2026-05-07
Osaic Holdings, Inc.
CLOSED
Shares0 from 6,671
Change-6,671 (-100%)
Value$0 (-$46.2K)
Filed 2026-05-15
US Bancorp \de\
CLOSED
Shares0 from 6,461
Change-6,461 (-100%)
Value$0 (-$44.8K)
Filed 2026-05-15
Elyxium Wealth, LLC
CLOSED
Shares0 from 6,293
Change-6,293 (-100%)
Value$0 (-$43.6K)
Filed 2026-05-06
Geneos Wealth Management Inc.
CLOSED
Shares0 from 4,380
Change-4,380 (-100%)
Value$0 (-$30.4K)
Filed 2026-05-05
CWM, LLC
CLOSED
Shares0 from 4,261
Change-4,261 (-100%)
Value$0 (-$30)
Filed 2026-05-14
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 2,449
Change-2,449 (-100%)
Value$0 (-$17.0K)
Filed 2026-05-15
Bessemer Group Inc
CLOSED
Shares0 from 2,242
Change-2,242 (-100%)
Value$0 (-$16)
Filed 2026-05-06
Bartlett & Co. Wealth Management LLC
CLOSED
Shares0 from 2,151
Change-2,151 (-100%)
Value$0 (-$14.9K)
Filed 2026-05-06
Capital Analysts, LLC
CLOSED
Shares0 from 2,122
Change-2,122 (-100%)
Value$0 (-$15)
Filed 2026-05-14
Kilter Group LLC
CLOSED
Shares0 from 2,017
Change-2,017 (-100%)
Value$0 (-$14.0K)
Filed 2026-05-14
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 1,618
Change-1,618 (-100%)
Value$0 (-$11.2K)
Filed 2026-04-28
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$9.9K)
Filed 2026-04-30
Strategic Investment Solutions, Inc.
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$6.5K)
Filed 2026-05-01
Delta Asset Management LLC
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$3.3K)
Filed 2026-05-11
Smartleaf Asset Management LLC
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$2.6K)
Filed 2026-05-15
ST Germain D J Co Inc
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$866)
Filed 2026-04-13
Signaturefd, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$3)
Filed 2026-04-07
Status
Advisory Services Network, LLC
NEW100—+100——$707—2026-05-15
Karpus Management, Inc.
CLOSED08,350,955-8,350,955-100%$57.9M$0-$57.9M2026-05-14
Mackay Shields LLC
CLOSED01,192,311-1,192,311-100%$8.3M$0-$8.3M2026-04-27
Guggenheim Capital LLC
CLOSED01,080,827-1,080,827-100%$7.5M$0-$7.5M2026-05-15
Raymond James Financial Inc
CLOSED01,060,419-1,060,419-100%$7.3M$0-$7.3M2026-05-14
Allspring Global Investments Holdings, LLC
CLOSED0636,977-636,977-100%$4.4M$0-$4.4M2026-05-05
Bank of America Corp
CLOSED0615,465-615,465-100%$4.3M$0-$4.3M2026-05-18
Robinson Capital Management, LLC
CLOSED0550,570-550,570-100%$3.8M$0-$3.8M2026-05-11
Morgan Stanley
CLOSED0528,219-528,219-100%$3.7M$0-$3.7M2026-05-15
Hennion & Walsh Asset Management, Inc.
CLOSED0508,653-508,653-100%$3.5M$0-$3.5M2026-05-13
Pathstone Holdings, LLC
CLOSED0473,059-473,059-100%$3.3M$0-$3.3M2026-05-11
Advisors Asset Management, Inc.
CLOSED0443,060-443,060-100%$3.1M$0-$3.1M2026-05-15
Van Eck Associates Corp
CLOSED0424,362-424,362-100%$2.9K$0-$2.9K2026-05-15
Fiera Capital Corp
CLOSED0423,343-423,343-100%$2.9M$0-$2.9M2026-05-12
Gridiron Partners, LLC
CLOSED0345,632-345,632-100%$2.4M$0-$2.4M2026-04-13
Leo Wealth, LLC
CLOSED0339,809-339,809-100%$2.4M$0-$2.4M2026-05-05
Capital Investment Advisors, LLC
CLOSED0288,970-288,970-100%$2.0M$0-$2.0M2026-04-17
Wells Fargo & Company
CLOSED0284,395-284,395-100%$2.0M$0-$2.0M2026-07-08
Cohen & Steers, Inc.
CLOSED0224,580-224,580-100%$1.6K$0-$1.6K2026-05-15
LPL Financial LLC
CLOSED0220,352-220,352-100%$1.5M$0-$1.5M2026-05-06
City of London Investment Management Co LTD
CLOSED0215,857-215,857-100%$1.5M$0-$1.5M2026-05-15
UBS Group AG
CLOSED0211,424-211,424-100%$1.5M$0-$1.5M2026-05-05
Melfa Wealth Management, Inc.
CLOSED0188,658-188,658-100%$1.3M$0-$1.3M2026-04-10
Dakota Wealth Management
CLOSED0183,703-183,703-100%$1.3M$0-$1.3M2026-08-26
Envestnet Asset Management Inc
CLOSED0169,030-169,030-100%$1.2M$0-$1.2M2026-05-04
Indiana Trust & Investment Management Co
CLOSED0150,686-150,686-100%$1.0M$0-$1.0M2026-04-28
Wolverine Asset Management LLC
CLOSED0144,357-144,357-100%$1.0M$0-$1.0M2026-05-04
Park Avenue Securities LLC
CLOSED0142,661-142,661-100%$989$0-$9892026-04-07
Royal Bank of Canada
CLOSED0137,728-137,728-100%$954.0K$0-$954.0K2026-05-15
Invesco Ltd.
CLOSED0124,626-124,626-100%$863.7K$0-$863.7K2026-07-15
Chicago Partners Investment Group LLC
CLOSED0107,589-107,589-100%$742.4K$0-$742.4K2026-05-04
Lido Advisors, LLC
CLOSED0105,790-105,790-100%$729.5K$0-$729.5K2026-05-13
Rockefeller Capital Management L.P.
CLOSED099,814-99,814-100%$691.7K$0-$691.7K2026-05-14
Horizon Kinetics Asset Management LLC
CLOSED093,068-93,068-100%$645.0K$0-$645.0K2026-05-15
PNC Financial Services Group, Inc.
CLOSED082,029-82,029-100%$568.5K$0-$568.5K2026-05-08
Wellspring Financial Advisors, LLC
CLOSED081,242-81,242-100%$563.0K$0-$563.0K2026-05-15
Integrated Wealth Concepts LLC
CLOSED053,074-53,074-100%$367.8K$0-$367.8K2026-05-15
U.S. Capital Wealth Advisors, LLC
CLOSED050,000-50,000-100%$346.5K$0-$346.5K2026-04-07
Stratos Wealth Partners, Ltd.
CLOSED049,404-49,404-100%$342.4K$0-$342.4K2026-04-28
Riverbridge Partners LLC
CLOSED039,648-39,648-100%$274.8K$0-$274.8K2026-04-17
Nuveen, LLC
CLOSED038,432-38,432-100%$266.3K$0-$266.3K2026-04-30
Aviance Capital Partners, LLC
CLOSED035,334-35,334-100%$244.9K$0-$244.9K2026-05-06
David J Yvars Group
CLOSED035,300-35,300-100%$244.6K$0-$244.6K2026-04-08
Integrated Capital Management, Inc.
CLOSED035,279-35,279-100%$244.5K$0-$244.5K2026-05-07
Bank of New York Mellon Corp
CLOSED031,520-31,520-100%$218.4K$0-$218.4K2026-05-05
Logan Stone Capital, LLC
CLOSED029,091-29,091-100%$201.6K$0-$201.6K2026-05-15
Jane Street Group, LLC
CLOSED027,963-27,963-100%$193.8K$0-$193.8K2026-05-12
Verdence Capital Advisors LLC
CLOSED027,539-27,539-100%$190.8K$0-$190.8K2026-04-30
Oppenheimer & Co Inc
CLOSED026,445-26,445-100%$183.3K$0-$183.3K2026-04-24
Ancora Advisors LLCA
CLOSED026,395-26,395-100%$182.9K$0-$182.9K2026-05-15
Concurrent Investment Advisors, LLC
CLOSED025,245-25,245-100%$174.9K$0-$174.9K2026-04-21
Savvy Advisors, Inc.
CLOSED024,263-24,263-100%$168.1K$0-$168.1K2026-05-11
Kestra Advisory Services, LLC
CLOSED021,904-21,904-100%$151.8K$0-$151.8K2026-04-30
Northern Trust Corp
CLOSED021,451-21,451-100%$148.7K$0-$148.7K2026-05-14
Realta Investment Advisors
CLOSED021,000-21,000-100%$145.5K$0-$145.5K2026-04-22
Sfmg, LLC
CLOSED020,753-20,753-100%$143.8K$0-$143.8K2026-05-12
Benjamin Edwards Inc
CLOSED019,639-19,639-100%$136.1K$0-$136.1K2026-05-12
Ackerman Capital Advisors, LLC
CLOSED019,322-19,322-100%$133.9K$0-$133.9K2026-05-05
Janney Montgomery Scott LLC
CLOSED019,206-19,206-100%$133$0-$1332026-04-22
Cerity Partners LLC
CLOSED018,519-18,519-100%$128.3K$0-$128.3K2026-05-15
River Street Advisors LLC
CLOSED017,542-17,542-100%$121.6K$0-$121.6K2026-04-21
Commonwealth Equity Services, LLC
CLOSED017,524-17,524-100%$121.4K$0-$121.4K2026-04-27
Citizens National Bank Trust Department
CLOSED016,550-16,550-100%$114.7K$0-$114.7K2026-05-04
Cetera Investment Advisers
CLOSED016,144-16,144-100%$111.9K$0-$111.9K2026-05-13
Noble Wealth Management PBC
CLOSED015,966-15,966-100%$110.6K$0-$110.6K2026-04-02
Perennial Investment Advisors, LLC
CLOSED015,106-15,106-100%$104.7K$0-$104.7K2026-05-15
Closed-End Fund Advisors, Inc.
CLOSED015,007-15,007-100%$104.0K$0-$104.0K2026-05-11
Tilson Financial Group, Inc.
CLOSED014,701-14,701-100%$101.9K$0-$101.9K2026-04-29
Truist Financial Corp
CLOSED014,515-14,515-100%$100.6K$0-$100.6K2026-04-27
Fortitude Advisory Group L.L.C.
CLOSED014,234-14,234-100%$98.6K$0-$98.6K2026-04-28
MML Investors Services, LLC
CLOSED013,540-13,540-100%$93.8K$0-$93.8K2026-05-04
Permanent Capital Management, LP
CLOSED012,751-12,751-100%$88.4K$0-$88.4K2026-05-14
Steward Partners Investment Advisory, LLC
CLOSED012,335-12,335-100%$85.5K$0-$85.5K2026-05-08
Seed Wealth Management, Inc.
CLOSED012,064-12,064-100%$83.6K$0-$83.6K2026-04-08
J.W. Cole Advisors, Inc.
CLOSED011,871-11,871-100%$13.7K$0-$13.7K2026-04-23
Kestra Private Wealth Services, LLC
CLOSED011,380-11,380-100%$78.9K$0-$78.9K2026-04-20
NewEdge Advisors, LLC
CLOSED010,813-10,813-100%$74.9K$0-$74.9K2026-06-03
Moody National Bank Trust Division
CLOSED010,346-10,346-100%$71.7K$0-$71.7K2026-04-09
Bokf, NA
CLOSED09,815-9,815-100%$68.0K$0-$68.0K2026-05-08
Hollencrest Capital Management
CLOSED07,153-7,153-100%$49.6K$0-$49.6K2026-05-07
Osaic Holdings, Inc.
CLOSED06,671-6,671-100%$46.2K$0-$46.2K2026-05-15
US Bancorp \de\
CLOSED06,461-6,461-100%$44.8K$0-$44.8K2026-05-15
Elyxium Wealth, LLC
CLOSED06,293-6,293-100%$43.6K$0-$43.6K2026-05-06
Geneos Wealth Management Inc.
CLOSED04,380-4,380-100%$30.4K$0-$30.4K2026-05-05
CWM, LLC
CLOSED04,261-4,261-100%$30$0-$302026-05-14
Cape Investment Advisory, Inc.
CLOSED02,449-2,449-100%$17.0K$0-$17.0K2026-05-15
Bessemer Group Inc
CLOSED02,242-2,242-100%$16$0-$162026-05-06
Bartlett & Co. Wealth Management LLC
CLOSED02,151-2,151-100%$14.9K$0-$14.9K2026-05-06
Capital Analysts, LLC
CLOSED02,122-2,122-100%$15$0-$152026-05-14
Kilter Group LLC
CLOSED02,017-2,017-100%$14.0K$0-$14.0K2026-05-14
Ascentis Wealth Management, LLC
CLOSED01,618-1,618-100%$11.2K$0-$11.2K2026-04-28
Mascoma Wealth Management LLC
CLOSED01,433-1,433-100%$9.9K$0-$9.9K2026-04-30
Strategic Investment Solutions, Inc.
CLOSED0940-940-100%$6.5K$0-$6.5K2026-05-01
Delta Asset Management LLC
CLOSED0469-469-100%$3.3K$0-$3.3K2026-05-11
Smartleaf Asset Management LLC
CLOSED0386-386-100%$2.6K$0-$2.6K2026-05-15
ST Germain D J Co Inc
CLOSED0125-125-100%$866$0-$8662026-04-13
Signaturefd, LLC
CLOSED000—$3$0-$32026-04-07
Showing 97 of 97 institutions