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BlackRock Muniyield Qlty III (MYI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
NEW
Shares2,295,761
Change+2,295,761
Value$22.1M
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares609,835 from 583,047
Change+26,788 (+5%)
Value$5.9M (-$604.9K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares592,962 from 592,962
Change0 (0%)
Value$5.7M (-$877.6K)
Filed 2026-11-04
City of London Investment Management Co LTD
UNCHANGED
Shares527,505 from 527,505
Change0 (0%)
Value$5.1M (-$780.7K)
Filed 2026-10-30
Mackay Shields LLC
UNCHANGED
Shares439,004 from 439,004
Change0 (0%)
Value$4.2M (-$649.7K)
Filed 2026-10-13
Rareview Capital LLC
INCREASED
Shares402,612 from 385,009
Change+17,603 (+5%)
Value$3.9M (-$161.6K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares389,350 from 394,802
Change-5,452 (-1%)
Value$3.7M (-$636.8K)
Filed 2026-10-22
Melfa Wealth Management, Inc.
DECREASED
Shares382,518 from 385,248
Change-2,730 (-1%)
Value$3.7M (-$596.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares281,642 from 282,258
Change-616 (0%)
Value$2.7M (-$423.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares210,885 from 190,450
Change+20,435 (+11%)
Value$2.0M (-$85.1K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares142,784 from 138,130
Change+4,654 (+3%)
Value$1.4M (-$159.6K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares91,249 from 91,249
Change0 (0%)
Value$878.7K (-$135.0K)
Filed 2026-10-22
Riverbridge Partners LLC
INCREASED
Shares87,329 from 71,237
Change+16,092 (+23%)
Value$841.0K (+$49.5K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares71,686 from 72,513
Change-827 (-1%)
Value$690.3K (-$115.3K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares68,058 from 68,016
Change+42 (+0%)
Value$667.0K (-$64.2K)
Filed 2026-10-27
Lido Advisors, LLC
UNCHANGED
Shares66,879 from 66,879
Change0 (0%)
Value$644.0K (-$102.7K)
Filed 2026-11-04
Noble Wealth Management PBC
INCREASED
Shares63,620 from 62,472
Change+1,148 (+2%)
Value$612.7K (-$81.4K)
Filed 2026-10-01
Eastern Bank
INCREASED
Shares56,635 from 46,635
Change+10,000 (+21%)
Value$545.4K (+$27.3K)
Filed 2026-10-05
Atala Financial Inc
UNCHANGED
Shares54,739 from 54,739
Change0 (0%)
Value$543.6K (-$91.4K)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares49,869 from 87,068
Change-37,199 (-43%)
Value$480.2K (-$487.1K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares49,794 from 46,885
Change+2,909 (+6%)
Value$479.5K (-$44.0K)
Filed 2026-11-02
Parallel Advisors, LLC
NEW
Shares43,750
Change+43,750
Value$421.3K
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares40,427 from 60,240
Change-19,813 (-33%)
Value$389.3K (-$280.0K)
Filed 2026-10-26
Plancorp, LLC
NEW
Shares39,639
Change+39,639
Value$401.9K
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares39,484 from 33,270
Change+6,214 (+19%)
Value$380.0K (+$10.0K)
Filed 2026-11-02
Ackerman Capital Advisors, LLC
DECREASED
Shares35,355 from 43,820
Change-8,465 (-19%)
Value$340.5K (-$146.4K)
Filed 2026-10-30
Virtue Asset Management LLC
DECREASED
Shares34,015 from 35,606
Change-1,591 (-4%)
Value$327.6K (-$68.0K)
Filed 2026-10-21
Closed-End Fund Advisors, Inc.
INCREASED
Shares30,892 from 30,881
Change+11 (+0%)
Value$297.5K (-$45.6K)
Filed 2026-11-04
Fiera Capital Corp
DECREASED
Shares30,162 from 230,403
Change-200,241 (-87%)
Value$290.5K (-$2.3M)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares29,913 from 27,188
Change+2,725 (+10%)
Value$288.1K (-$14.0K)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
NEW
Shares28,236
Change+28,236
Value$271.9K
Filed 2026-11-03
Cresta Advisors, Ltd.
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$260.0K (-$40.0K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$260.0K (-$40.0K)
Filed 2026-11-03
River Street Advisors LLC
UNCHANGED
Shares26,766 from 26,766
Change0 (0%)
Value$257.8K (-$39.6K)
Filed 2026-10-22
Davis Investment Partners, LLC
INCREASED
Shares26,506 from 26,103
Change+403 (+2%)
Value$255.3K (-$34.8K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares24,672
Change+24,672
Value$237.6K
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares22,302 from 23,425
Change-1,123 (-5%)
Value$216.1K (-$45.5K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares21,923
Change+21,923
Value$211.1K
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares19,196 from 19,095
Change+101 (+1%)
Value$184.9K (-$27.3K)
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares18,010 from 18,010
Change0 (0%)
Value$173.4K (-$26.7K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares16,736 from 16,509
Change+227 (+1%)
Value$161.2K (-$22.2K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares15,393 from 14,099
Change+1,294 (+9%)
Value$148.2K (-$8.4K)
Filed 2026-11-06
David J Yvars Group
NEW
Shares14,935
Change+14,935
Value$143.8K
Filed 2026-10-09
CX Institutional
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$135 (-$155.9K)
Filed 2026-10-02
Aviance Capital Partners, LLC
INCREASED
Shares13,927 from 13,863
Change+64 (+0%)
Value$134.1K (-$19.9K)
Filed 2026-10-29
Realta Investment Advisors
UNCHANGED
Shares13,275 from 13,275
Change0 (0%)
Value$127.8K (-$19.6K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares12,693 from 12,362
Change+331 (+3%)
Value$122.2K (-$15.1K)
Filed 2026-11-02
Chapin Davis, Inc.
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$101.1K (-$15.5K)
Filed 2026-10-09
Accredited Investor Services, LLC
NEW
Shares10,366
Change+10,366
Value$99.8K
Filed 2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$96.3K (-$14.8K)
Filed 2026-11-03
Future Financial Wealth Managment LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$96.3K (-$11.2K)
Filed 2026-10-15
Citizens National Bank Trust Department
UNCHANGED
Shares9,830 from 9,830
Change0 (0%)
Value$94.7K (-$14.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares9,762 from 5,762
Change+4,000 (+69%)
Value$94.0K (+$30.0K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares8,265 from 8,244
Change+21 (+0%)
Value$79.6K (-$12.0K)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares6,204 from 6,204
Change0 (0%)
Value$59.7K (-$9.2K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$48.2K (-$7.4K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
DECREASED
Shares4,685 from 5,224
Change-539 (-10%)
Value$45.1K (-$12.9K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares4,173 from 4,173
Change0 (0%)
Value$40.2K (-$6.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,219 from 3,755
Change-536 (-14%)
Value$31.0K (-$10.7K)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$30.4K (-$4.7K)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$21.8K (-$3.3K)
Filed 2026-10-08
Allworth Financial LP
NEW
Shares2,008
Change+2,008
Value$22.3K
Filed 2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED
Shares2,003 from 2,003
Change0 (0%)
Value$19.3K (-$3.0K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares1,397
Change+1,397
Value$13.5K
Filed 2026-10-27
WPG Advisers, LLC
INCREASED
Shares1,158 from 1,041
Change+117 (+11%)
Value$11.2K (-$414)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$6.3K (-$969)
Filed 2026-10-16
IFP Advisors, Inc
NEW
Shares552
Change+552
Value$5.3K
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.8K (-$740)
Filed 2026-10-19
Bayban
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$5.3K ($0)
Filed 2026-11-05
Buck Wealth Strategies, LLC
NEW
Shares400
Change+400
Value$3.9K
Filed 2026-10-28
Mather Group, Llc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$2.0K (-$313)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 169,362
Change-169,362 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Professional Financial Management, Inc.
CLOSED
Shares0 from 138,060
Change-138,060 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
Worth Asset Management, LLC
CLOSED
Shares0 from 22,999
Change-22,999 (-100%)
Value$0 (-$255.5K)
Filed 2026-10-07
Herold Advisors, Inc.
CLOSED
Shares0 from 11,535
Change-11,535 (-100%)
Value$0 (-$129.0K)
Filed 2026-10-19
NWF Advisory Services Inc.
CLOSED
Shares0 from 10,115
Change-10,115 (-100%)
Value$0 (-$112.4K)
Filed 2026-10-19
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 3,460
Change-3,460 (-100%)
Value$0 (-$38.4K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,537
Change-1,537 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-15
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1,218
Change-1,218 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-15
Entrust Financial LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Karpus Management, Inc.
N/A
Shares— from 5,442,103
Change-5,442,103 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 4,760,961
Change-4,760,961 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,633,185
Change-4,633,185 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,170,971
Change-2,170,971 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 1,832,694
Change-1,832,694 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 1,619,778
Change-1,619,778 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,496,850
Change-1,496,850 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,496,088
Change-1,496,088 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,180,601
Change-1,180,601 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,172,621
Change-1,172,621 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 973,208
Change-973,208 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 733,117
Change-733,117 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 681,631
Change-681,631 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 490,934
Change-490,934 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 481,790
Change-481,790 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 383,952
Change-383,952 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 348,553
Change-348,553 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 265,918
Change-265,918 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 253,770
Change-253,770 (-100%)
Value—
KIM, LLC
N/A
Shares— from 205,238
Change-205,238 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 185,748
Change-185,748 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 175,514
Change-175,514 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 145,372
Change-145,372 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 136,538
Change-136,538 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 130,071
Change-130,071 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 122,946
Change-122,946 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 115,250
Change-115,250 (-100%)
Value—
Westchester Capital Management, LLC
N/A
Shares— from 112,436
Change-112,436 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 111,231
Change-111,231 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 106,071
Change-106,071 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 99,844
Change-99,844 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 69,039
Change-69,039 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 67,530
Change-67,530 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 56,563
Change-56,563 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 55,692
Change-55,692 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,207
Change-53,207 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 45,966
Change-45,966 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,907
Change-40,907 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 40,841
Change-40,841 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 40,621
Change-40,621 (-100%)
Value—
&partners
N/A
Shares— from 40,186
Change-40,186 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,434
Change-37,434 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 37,171
Change-37,171 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 36,296
Change-36,296 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,469
Change-33,469 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 33,145
Change-33,145 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,018
Change-32,018 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 30,663
Change-30,663 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,246
Change-29,246 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,161
Change-29,161 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 27,511
Change-27,511 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 26,645
Change-26,645 (-100%)
Value—
Kore Advisors LP
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 20,417
Change-20,417 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,276
Change-20,276 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 19,195
Change-19,195 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 18,530
Change-18,530 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,881
Change-17,881 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,994
Change-16,994 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,899
Change-15,899 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,656
Change-15,656 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,267
Change-15,267 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,032
Change-13,032 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,529
Change-12,529 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 12,021
Change-12,021 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,499
Change-9,499 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
NEW2,295,761—+2,295,761——$22.1M—2026-10-13
LPL Financial LLC
INCREASED609,835583,047+26,788+5%$6.5M$5.9M-$604.9K2026-11-06
Allspring Global Investments Holdings, LLC
UNCHANGED592,962592,96200%$6.6M$5.7M-$877.6K2026-11-04
City of London Investment Management Co LTD
UNCHANGED527,505527,50500%$5.9M$5.1M-$780.7K2026-10-30
Mackay Shields LLC
UNCHANGED439,004439,00400%$4.9M$4.2M-$649.7K2026-10-13
Rareview Capital LLC
INCREASED402,612385,009+17,603+5%$4.0M$3.9M-$161.6K2026-11-05
Capital Investment Advisors, LLC
DECREASED389,350394,802-5,452-1%$4.4M$3.7M-$636.8K2026-10-22
Melfa Wealth Management, Inc.
DECREASED382,518385,248-2,730-1%$4.3M$3.7M-$596.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED281,642282,258-6160%$3.1M$2.7M-$423.7K2026-11-02
PNC Financial Services Group, Inc.
INCREASED210,885190,450+20,435+11%$2.1M$2.0M-$85.1K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED142,784138,130+4,654+3%$1.5M$1.4M-$159.6K2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED91,24991,24900%$1.0M$878.7K-$135.0K2026-10-22
Riverbridge Partners LLC
INCREASED87,32971,237+16,092+23%$791.4K$841.0K+$49.5K2026-11-05
Moors & Cabot, Inc.
DECREASED71,68672,513-827-1%$805.6K$690.3K-$115.3K2026-11-06
Chicago Partners Investment Group LLC
INCREASED68,05868,016+42+0%$731.2K$667.0K-$64.2K2026-10-27
Lido Advisors, LLC
UNCHANGED66,87966,87900%$746.7K$644.0K-$102.7K2026-11-04
Noble Wealth Management PBC
INCREASED63,62062,472+1,148+2%$694.1K$612.7K-$81.4K2026-10-01
Eastern Bank
INCREASED56,63546,635+10,000+21%$518.1K$545.4K+$27.3K2026-10-05
Atala Financial Inc
UNCHANGED54,73954,73900%$635.0K$543.6K-$91.4K2026-10-22
Bank of New York Mellon Corp
DECREASED49,86987,068-37,199-43%$967.3K$480.2K-$487.1K2026-11-05
Kestra Advisory Services, LLC
INCREASED49,79446,885+2,909+6%$523.5K$479.5K-$44.0K2026-11-02
Parallel Advisors, LLC
NEW43,750—+43,750——$421.3K—2026-11-03
Oppenheimer & Co Inc
DECREASED40,42760,240-19,813-33%$669.3K$389.3K-$280.0K2026-10-26
Plancorp, LLC
NEW39,639—+39,639——$401.9K—2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED39,48433,270+6,214+19%$370.0K$380.0K+$10.0K2026-11-02
Ackerman Capital Advisors, LLC
DECREASED35,35543,820-8,465-19%$486.8K$340.5K-$146.4K2026-10-30
Virtue Asset Management LLC
DECREASED34,01535,606-1,591-4%$395.6K$327.6K-$68.0K2026-10-21
Closed-End Fund Advisors, Inc.
INCREASED30,89230,881+11+0%$343.1K$297.5K-$45.6K2026-11-04
Fiera Capital Corp
DECREASED30,162230,403-200,241-87%$2.6M$290.5K-$2.3M2026-11-06
Verdence Capital Advisors LLC
INCREASED29,91327,188+2,725+10%$302.1K$288.1K-$14.0K2026-10-26
Edgemoor Investment Advisors, Inc.
NEW28,236—+28,236——$271.9K—2026-11-03
Cresta Advisors, Ltd.
UNCHANGED27,00027,00000%$300.0K$260.0K-$40.0K2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED27,00027,00000%$300.0K$260.0K-$40.0K2026-11-03
River Street Advisors LLC
UNCHANGED26,76626,76600%$297.4K$257.8K-$39.6K2026-10-22
Davis Investment Partners, LLC
INCREASED26,50626,103+403+2%$290.0K$255.3K-$34.8K2026-11-05
Pathway Financial Advisers, LLC
NEW24,672—+24,672——$237.6K—2026-10-27
Choreo, LLC
DECREASED22,30223,425-1,123-5%$261.6K$216.1K-$45.5K2026-10-28
Leo Wealth, LLC
NEW21,923—+21,923——$211.1K—2026-10-26
Truist Financial Corp
INCREASED19,19619,095+101+1%$212.1K$184.9K-$27.3K2026-10-30
Fortitude Advisory Group L.L.C.
UNCHANGED18,01018,01000%$200.1K$173.4K-$26.7K2026-10-15
US Bancorp \de\
INCREASED16,73616,509+227+1%$183.4K$161.2K-$22.2K2026-11-05
Merit Financial Group, LLC
INCREASED15,39314,099+1,294+9%$156.6K$148.2K-$8.4K2026-11-06
David J Yvars Group
NEW14,935—+14,935——$143.8K—2026-10-09
CX Institutional
UNCHANGED14,00014,00000%$156.0K$135-$155.9K2026-10-02
Aviance Capital Partners, LLC
INCREASED13,92713,863+64+0%$154.0K$134.1K-$19.9K2026-10-29
Realta Investment Advisors
UNCHANGED13,27513,27500%$147.5K$127.8K-$19.6K2026-10-14
Creative Planning
INCREASED12,69312,362+331+3%$137.3K$122.2K-$15.1K2026-11-02
Chapin Davis, Inc.
UNCHANGED10,50010,50000%$116.7K$101.1K-$15.5K2026-10-09
Accredited Investor Services, LLC
NEW10,366—+10,366——$99.8K—2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED10,00010,00000%$111.1K$96.3K-$14.8K2026-11-03
Future Financial Wealth Managment LLC
UNCHANGED10,00010,00000%$107.5K$96.3K-$11.2K2026-10-15
Citizens National Bank Trust Department
UNCHANGED9,8309,83000%$109.2K$94.7K-$14.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED9,7625,762+4,000+69%$64.0K$94.0K+$30.0K2026-10-08
Fifth Third Bancorp
INCREASED8,2658,244+21+0%$91.6K$79.6K-$12.0K2026-11-05
Bokf, NA
UNCHANGED6,2046,20400%$68.9K$59.7K-$9.2K2026-10-27
Private Trust Co NA
UNCHANGED5,0005,00000%$55.6K$48.2K-$7.4K2026-10-20
Blue Bell Private Wealth Management, LLC
DECREASED4,6855,224-539-10%$58.0K$45.1K-$12.9K2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED4,1734,17300%$46.4K$40.2K-$6.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED3,2193,755-536-14%$41.7K$31.0K-$10.7K2026-10-27
Larson Financial Group LLC
UNCHANGED3,1603,16000%$35.1K$30.4K-$4.7K2026-11-05
CoreCap Advisors, LLC
UNCHANGED2,2602,26000%$25.1K$21.8K-$3.3K2026-10-08
Allworth Financial LP
NEW2,008—+2,008——$22.3K—2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED2,0032,00300%$22.3K$19.3K-$3.0K2026-11-03
William Mack & Associates, Inc.
NEW1,397—+1,397——$13.5K—2026-10-27
WPG Advisers, LLC
INCREASED1,1581,041+117+11%$11.6K$11.2K-$4142026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED65565500%$7.3K$6.3K-$9692026-10-16
IFP Advisors, Inc
NEW552—+552——$5.3K—2026-10-16
Highline Wealth Partners LLC
UNCHANGED50050000%$5.6K$4.8K-$7402026-10-19
Bayban
UNCHANGED47847800%$5.3K$5.3K$02026-11-05
Buck Wealth Strategies, LLC
NEW400—+400——$3.9K—2026-10-28
Mather Group, Llc.
UNCHANGED21221200%$2.4K$2.0K-$3132026-10-14
Scarborough Advisors, LLC
CLOSED0169,362-169,362-100%$1.9M$0-$1.9M2026-10-16
Professional Financial Management, Inc.
CLOSED0138,060-138,060-100%$1.5M$0-$1.5M2026-10-22
Worth Asset Management, LLC
CLOSED022,999-22,999-100%$255.5K$0-$255.5K2026-10-07
Herold Advisors, Inc.
CLOSED011,535-11,535-100%$129.0K$0-$129.0K2026-10-19
NWF Advisory Services Inc.
CLOSED010,115-10,115-100%$112.4K$0-$112.4K2026-10-19
Institute for Wealth Management, Llc.
CLOSED03,460-3,460-100%$38.4K$0-$38.4K2026-11-06
AdvisorNet Financial, Inc
CLOSED01,537-1,537-100%$17.1K$0-$17.1K2026-10-15
Mascoma Wealth Management LLC
CLOSED01,218-1,218-100%$13.5K$0-$13.5K2026-10-23
LifeSteps Financial, Inc.
CLOSED0500-500-100%$5.6K$0-$5.6K2026-10-15
Entrust Financial LLC
CLOSED0148-148-100%$1.6K$0-$1.6K2026-11-04
Karpus Management, Inc.
N/A—5,442,103-5,442,103-100%$60.5M———
Rivernorth Capital Management, LLC
N/A—4,760,961-4,760,961-100%$52.9M———
Morgan Stanley
N/A—4,633,185-4,633,185-100%$51.5M———
Guggenheim Capital LLC
N/A—2,170,971-2,170,971-100%$24.1M———
SIT Investment Associates Inc
N/A—1,832,694-1,832,694-100%$20.4M———
Robinson Capital Management, LLC
N/A—1,619,778-1,619,778-100%$18.0M———
Raymond James Financial Inc
N/A—1,496,850-1,496,850-100%$16.6M———
UBS Group AG
N/A—1,496,088-1,496,088-100%$16.6M———
Stifel Financial Corp
N/A—1,180,601-1,180,601-100%$13.1M———
Bank of America Corp
N/A—1,172,621-1,172,621-100%$13.0M———
Van Eck Associates Corp
N/A—973,208-973,208-100%$10.8M———
Pathstone Holdings, LLC
N/A—733,117-733,117-100%$8.1M———
Wells Fargo & Company
N/A—681,631-681,631-100%$7.6M———
Allianz Asset Management GmbH
N/A—490,934-490,934-100%$5.5M———
Rockefeller Capital Management L.P.
N/A—481,790-481,790-100%$5.4M———
Cohen & Steers, Inc.
N/A—383,952-383,952-100%$4.3M———
Royal Bank of Canada
N/A—348,553-348,553-100%$3.9M———
Invesco Ltd.
N/A—265,918-265,918-100%$3.0M———
1607 Capital Partners, LLC
N/A—253,770-253,770-100%$2.8M———
KIM, LLC
N/A—205,238-205,238-100%$2.3M———
Ameriprise Financial Inc
N/A—185,748-185,748-100%$2.1M———
Coastal Bridge Advisors, LLC
N/A—175,514-175,514-100%$1.9M———
Dakota Wealth Management
N/A—145,372-145,372-100%$1.6M———
Horizon Kinetics Asset Management LLC
N/A—136,538-136,538-100%$1.5M———
Osaic Holdings, Inc.
N/A—130,071-130,071-100%$1.4M———
HighTower Advisors, LLC
N/A—122,946-122,946-100%$1.4M———
Westview Management dba Westview Investment Advisors
N/A—115,250-115,250-100%$1.3M———
Westchester Capital Management, LLC
N/A—112,436-112,436-100%$1.2M———
Summit Trail Advisors, LLC
N/A—111,231-111,231-100%$1.2M———
Toronto Dominion Bank
N/A—106,071-106,071-100%$1.2M———
Estate Planners Group, LLC
N/A—99,844-99,844-100%$1.1M———
Advisory Services Network, LLC
N/A—69,039-69,039-100%$767.0K———
Janney Montgomery Scott LLC
N/A—67,530-67,530-100%$750.0K———
Wellspring Financial Advisors, LLC
N/A—56,563-56,563-100%$628.4K———
Callahan Advisors, LLC
N/A—55,692-55,692-100%$618.7K———
Cetera Investment Advisers
N/A—53,207-53,207-100%$591.1K———
Readystate Asset Management LP
N/A—45,966-45,966-100%$510.7K———
Steward Partners Investment Advisory, LLC
N/A—40,907-40,907-100%$454.5K———
Hollencrest Capital Management
N/A—40,841-40,841-100%$453.7K———
Balyasny Asset Management L.P.
N/A—40,621-40,621-100%$451.3K———
&partners
N/A—40,186-40,186-100%$446.5K———
Integrated Wealth Concepts LLC
N/A—37,434-37,434-100%$415.9K———
Arax Advisory Partners
N/A—37,171-37,171-100%$413.0K———
Nuveen, LLC
N/A—36,296-36,296-100%$403.2K———
Jane Street Group, LLC
N/A—33,469-33,469-100%$371.8K———
Kapstone Financial Advisors LLC
N/A—33,145-33,145-100%$368.2K———
Mariner, LLC
N/A—32,018-32,018-100%$355.7K———
Rothschild Investment LLC
N/A—30,663-30,663-100%$340.7K———
Mercer Global Advisors Inc
N/A—29,246-29,246-100%$324.9K———
Benjamin Edwards Inc
N/A—29,161-29,161-100%$324.0K———
Yakira Capital Management, Inc.
N/A—27,511-27,511-100%$305.6K———
Sfmg, LLC
N/A—26,645-26,645-100%$296.0K———
Kore Advisors LP
N/A—22,000-22,000-100%$244.4K———
Daner Wealth Management, LLC
N/A—20,417-20,417-100%$222.1K———
Citadel Advisors LLC
N/A—20,276-20,276-100%$225.3K———
Camelot Portfolios, LLC
N/A—19,195-19,195-100%$213.3K———
XTX Topco Ltd
N/A—18,530-18,530-100%$205.9K———
Envestnet Asset Management Inc
N/A—17,881-17,881-100%$198.7K———
M&T Bank Corp
N/A—16,994-16,994-100%$188.3K———
Equitable Holdings, Inc.
N/A—15,899-15,899-100%$176.6K———
Savvy Advisors, Inc.
N/A—15,656-15,656-100%$173.9K———
Northern Trust Corp
N/A—15,267-15,267-100%$169.6K———
Disciplined Investors, L.L.C.
N/A—14,500-14,500-100%$161.1K———
First Trust Advisors LP
N/A—13,032-13,032-100%$144.8K———
Goldman Sachs Group Inc
N/A—12,529-12,529-100%$139.2K———
Traub Capital Management LLC
N/A—12,327-12,327-100%$137.0K———
Boothbay Fund Management, LLC
N/A—12,021-12,021-100%$133.6K———
Virtu Financial LLC
N/A—11,225-11,225-100%$125.0K———
Alesco Advisors, LLC, An ESL Co
N/A—10,900-10,900-100%$121.1K———
Commerce Bank
N/A—10,000-10,000-100%$111.1K———
Global Retirement Partners, LLC
N/A—9,499-9,499-100%$105.5K———
Gould Capital, LLC
N/A—6,350-6,350-100%$70.5K———
Harbour Investments, Inc.
N/A—5,200-5,200-100%$57.8K———
NewEdge Advisors, LLC
N/A—5,132-5,132-100%$57.0K———
Geneos Wealth Management Inc.
N/A—4,042-4,042-100%$44.9K———
Anchor Investment Management, LLC
N/A—4,001-4,001-100%$44.5K———
Bessemer Group Inc
N/A—3,535-3,535-100%$39.0K———
Northwestern Mutual Wealth Management Co
N/A—3,187-3,187-100%$35.4K———
Penserra Capital Management LLC
N/A—2,976-2,976-100%$33.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,931-1,931-100%$21.6K———
PlanVest Financial, Inc
N/A—1,896-1,896-100%$21.1K———
Capital Analysts, LLC
N/A—1,748-1,748-100%$5.0K———
Quent Capital, LLC
N/A—1,613-1,613-100%$17.9K———
Delta Asset Management LLC
N/A—646-646-100%$7.2K———
Smartleaf Asset Management LLC
N/A—244-244-100%$2.7K———
ST Germain D J Co Inc
N/A—79-79-100%$878———
Showing 167 of 167 institutions