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BlackRock Munihold CA Qlty (MUC)

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
UNCHANGED
Shares1,100,165 from 1,100,165
Change0 (0%)
Value$10.7M (-$1.4M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares765,315 from 732,748
Change+32,567 (+4%)
Value$7.5M (-$591.1K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares759,597 from 709,302
Change+50,295 (+7%)
Value$7.4M (-$389.2K)
Filed 2026-10-13
Atala Financial Inc
DECREASED
Shares389,744 from 391,683
Change-1,939 (0%)
Value$3.8M (-$504.6K)
Filed 2026-10-22
City of London Investment Management Co LTD
UNCHANGED
Shares371,024 from 371,024
Change0 (0%)
Value$3.6M (-$460.1K)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED
Shares301,257 from 254,357
Change+46,900 (+18%)
Value$2.9M (+$141.9K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares275,462 from 70,591
Change+204,871 (+290%)
Value$2.7M (+$1.9M)
Filed 2026-10-28
Ignite Planners, LLC
UNCHANGED
Shares194,025 from 194,025
Change0 (0%)
Value$1.9M (-$240.6K)
Filed 2026-10-14
Trilogy Capital Inc.
DECREASED
Shares157,889 from 168,900
Change-11,011 (-7%)
Value$1.5M (-$316.8K)
Filed 2026-10-20
Melfa Wealth Management, Inc.
DECREASED
Shares153,279 from 158,900
Change-5,621 (-4%)
Value$1.5M (-$251.8K)
Filed 2026-11-06
Diligent Investors, LLC
INCREASED
Shares141,727 from 140,732
Change+995 (+1%)
Value$1.4M (-$164.8K)
Filed 2026-10-21
Rareview Capital LLC
INCREASED
Shares128,876 from 125,561
Change+3,315 (+3%)
Value$1.3M (-$43.0K)
Filed 2026-11-05
Mackay Shields LLC
UNCHANGED
Shares128,815 from 128,815
Change0 (0%)
Value$1.3M (-$159.7K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares124,461 from 126,730
Change-2,269 (-2%)
Value$1.2M (-$180.0K)
Filed 2026-10-22
Cypress Wealth Services, LLC
DECREASED
Shares112,517 from 124,509
Change-11,992 (-10%)
Value$1.1M (-$270.2K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
INCREASED
Shares102,415 from 96,052
Change+6,363 (+7%)
Value$1.0M (-$56.7K)
Filed 2026-10-26
Ariadne Wealth Management, LP
UNCHANGED
Shares94,481 from 94,481
Change0 (0%)
Value$921.2K (-$117.2K)
Filed 2026-11-06
Sovran Advisors, LLC
NEW
Shares79,841
Change+79,841
Value$803.2K
Filed 2026-11-02
Myecfo, LLC
INCREASED
Shares75,350 from 73,838
Change+1,512 (+2%)
Value$734.7K (-$77.9K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares67,794 from 67,794
Change0 (0%)
Value$661.0K (-$84.1K)
Filed 2026-11-06
Channel Wealth LLC
DECREASED
Shares57,847 from 64,344
Change-6,497 (-10%)
Value$564.0K (-$143.1K)
Filed 2026-11-06
Arlington Financial Advisors, LLC
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$536.3K (-$68.2K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares51,852 from 18,227
Change+33,625 (+184%)
Value$505.6K (+$304.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares48,601 from 30,465
Change+18,136 (+60%)
Value$473.9K (+$139.1K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares45,865 from 45,636
Change+229 (+1%)
Value$447.2K (-$54.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares44,310 from 44,310
Change0 (0%)
Value$432.0K (-$55.0K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
UNCHANGED
Shares42,015 from 42,015
Change0 (0%)
Value$409.6K (-$52.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares31,811 from 34,835
Change-3,024 (-9%)
Value$310.2K (-$71.4K)
Filed 2026-10-08
Fiera Capital Corp
DECREASED
Shares30,654 from 233,919
Change-203,265 (-87%)
Value$298.9K (-$2.3M)
Filed 2026-11-06
Athena Wealth Management, LLC
UNCHANGED
Shares25,752 from 25,752
Change0 (0%)
Value$251.1K (-$31.9K)
Filed 2026-10-09
Indivisible Partners
INCREASED
Shares25,017 from 24,017
Change+1,000 (+4%)
Value$243.9K (-$20.0K)
Filed 2026-10-26
Tortuga Wealth Management, Inc
DECREASED
Shares24,845 from 47,047
Change-22,202 (-47%)
Value$242.2K (-$274.8K)
Filed 2026-10-27
Keystone Wealth Services, LLC
UNCHANGED
Shares24,521 from 24,521
Change0 (0%)
Value$236.6K (-$32.9K)
Filed 2026-11-03
Hofer & Associates. Inc
NEW
Shares24,122
Change+24,122
Value$235.2K
Filed 2026-10-13
RED Crane Wealth Management, LLC
NEW
Shares24,122
Change+24,122
Value$235.2K
Filed 2026-10-14
Tempus Wealth Planning, LLC
UNCHANGED
Shares23,657 from 23,657
Change0 (0%)
Value$230.7K (-$29.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares23,258 from 16,082
Change+7,176 (+45%)
Value$228.0K (+$51.3K)
Filed 2026-11-02
Strategic Advocates LLC
UNCHANGED
Shares22,621 from 22,621
Change0 (0%)
Value$220.6K (-$28.1K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares21,500 from 15,500
Change+6,000 (+39%)
Value$210.8K (+$39.6K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares21,245 from 27,597
Change-6,352 (-23%)
Value$207.1K (-$96.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares21,155
Change+21,155
Value$205.0K
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares18,967 from 18,668
Change+299 (+2%)
Value$184.9K (-$20.2K)
Filed 2026-10-13
Sowell Financial Services LLC
UNCHANGED
Shares18,344 from 18,344
Change0 (0%)
Value$178.9K (-$22.7K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares16,550 from 16,550
Change0 (0%)
Value$161.4K (-$20.5K)
Filed 2026-10-29
Decision Investments, Inc
INCREASED
Shares16,029 from 14,029
Change+2,000 (+14%)
Value$156.3K (+$2.1K)
Filed 2026-10-07
NWF Advisory Services Inc.
DECREASED
Shares15,719 from 19,738
Change-4,019 (-20%)
Value$153.3K (-$63.7K)
Filed 2026-10-19
Core Wealth Partners LLC
UNCHANGED
Shares15,707 from 15,707
Change0 (0%)
Value$153.1K (-$19.5K)
Filed 2026-11-02
Argyle Capital Partners, LLC
NEW
Shares14,901
Change+14,901
Value$145.3K
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares14,613 from 10,613
Change+4,000 (+38%)
Value$142.5K (+$25.8K)
Filed 2026-10-22
Capital Investment Advisors, LLC
UNCHANGED
Shares14,175 from 14,175
Change0 (0%)
Value$138.2K (-$17.6K)
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares13,675
Change+13,675
Value$133.3K
Filed 2026-11-03
Realta Investment Advisors
UNCHANGED
Shares13,652 from 13,652
Change0 (0%)
Value$133.1K (-$16.9K)
Filed 2026-10-14
Lyell Wealth Management, LP
UNCHANGED
Shares12,848 from 12,848
Change0 (0%)
Value$125.3K (-$15.9K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED
Shares12,838 from 12,838
Change0 (0%)
Value$125.2K (-$15.9K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares12,127
Change+12,127
Value$118.2K
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares11,372 from 11,372
Change0 (0%)
Value$110.9K (-$14.1K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares10,769 from 10,769
Change0 (0%)
Value$118.4K ($0)
Filed 2026-11-06
Bender Robert & Associates
NEW
Shares10,750
Change+10,750
Value$104.8K
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares10,275 from 10,275
Change0 (0%)
Value$100.2K (-$12.7K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$29.0K (-$3.7K)
Filed 2026-10-15
Noble Wealth Management PBC
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$17.8K (-$2.3K)
Filed 2026-10-01
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$13.8K (-$1.8K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$13.7K (-$1.7K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares1,327
Change+1,327
Value$12.9K
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$10.0K (-$1.3K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares966 from 946
Change+20 (+2%)
Value$9.4K (-$1.0K)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$3.9K (-$490)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares153 from 151
Change+2 (+1%)
Value$1.5K (-$164)
Filed 2026-10-09
Matisse Capital
CLOSED
Shares0 from 78,518
Change-78,518 (-100%)
Value$0 (-$862.9K)
Filed 2026-10-29
Regatta Capital Group, LLC
CLOSED
Shares0 from 18,415
Change-18,415 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
CLOSED
Shares0 from 13,969
Change-13,969 (-100%)
Value$0 (-$153.5K)
Filed 2026-11-04
Alessandra Capital Management, LLC
CLOSED
Shares0 from 10,687
Change-10,687 (-100%)
Value$0 (-$117.5K)
Filed 2026-10-30
US Bancorp \de\
CLOSED
Shares0 from 3,623
Change-3,623 (-100%)
Value$0 (-$39.8K)
Filed 2026-11-05
Mascoma Wealth Management LLC
CLOSED
Shares0 from 708
Change-708 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 7,401,308
Change-7,401,308 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 4,603,531
Change-4,603,531 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,595,733
Change-2,595,733 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,405,612
Change-2,405,612 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 2,305,569
Change-2,305,569 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 1,122,458
Change-1,122,458 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,066,052
Change-1,066,052 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 963,266
Change-963,266 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 486,473
Change-486,473 (-100%)
Value—
UBS Group AG
N/A
Shares— from 415,590
Change-415,590 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 364,958
Change-364,958 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 267,907
Change-267,907 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 213,962
Change-213,962 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 190,549
Change-190,549 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 183,275
Change-183,275 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 159,959
Change-159,959 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 129,918
Change-129,918 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 105,924
Change-105,924 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 101,599
Change-101,599 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 91,885
Change-91,885 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,370
Change-91,370 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 86,883
Change-86,883 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 74,567
Change-74,567 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 70,489
Change-70,489 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 68,764
Change-68,764 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 67,427
Change-67,427 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 64,623
Change-64,623 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,383
Change-63,383 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 60,865
Change-60,865 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 59,733
Change-59,733 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 56,056
Change-56,056 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 53,765
Change-53,765 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 52,096
Change-52,096 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 43,658
Change-43,658 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,430
Change-43,430 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 40,614
Change-40,614 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 39,226
Change-39,226 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 39,152
Change-39,152 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 37,300
Change-37,300 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 33,438
Change-33,438 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 29,944
Change-29,944 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 28,394
Change-28,394 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 28,327
Change-28,327 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,011
Change-26,011 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 23,375
Change-23,375 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,336
Change-22,336 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 21,830
Change-21,830 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 21,804
Change-21,804 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,633
Change-20,633 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,962
Change-19,962 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,850
Change-18,850 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 15,960
Change-15,960 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 13,533
Change-13,533 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 12,614
Change-12,614 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,383
Change-12,383 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,602
Change-11,602 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
UNCHANGED1,100,1651,100,16500%$12.1M$10.7M-$1.4M2026-11-04
LPL Financial LLC
INCREASED765,315732,748+32,567+4%$8.1M$7.5M-$591.1K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED759,597709,302+50,295+7%$7.8M$7.4M-$389.2K2026-10-13
Atala Financial Inc
DECREASED389,744391,683-1,9390%$4.3M$3.8M-$504.6K2026-10-22
City of London Investment Management Co LTD
UNCHANGED371,024371,02400%$4.1M$3.6M-$460.1K2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED301,257254,357+46,900+18%$2.8M$2.9M+$141.9K2026-11-04
D.A. Davidson & Co.
INCREASED275,46270,591+204,871+290%$775.8K$2.7M+$1.9M2026-10-28
Ignite Planners, LLC
UNCHANGED194,025194,02500%$2.1M$1.9M-$240.6K2026-10-14
Trilogy Capital Inc.
DECREASED157,889168,900-11,011-7%$1.9M$1.5M-$316.8K2026-10-20
Melfa Wealth Management, Inc.
DECREASED153,279158,900-5,621-4%$1.7M$1.5M-$251.8K2026-11-06
Diligent Investors, LLC
INCREASED141,727140,732+995+1%$1.5M$1.4M-$164.8K2026-10-21
Rareview Capital LLC
INCREASED128,876125,561+3,315+3%$1.3M$1.3M-$43.0K2026-11-05
Mackay Shields LLC
UNCHANGED128,815128,81500%$1.4M$1.3M-$159.7K2026-10-13
Wedbush Securities Inc
DECREASED124,461126,730-2,269-2%$1.4M$1.2M-$180.0K2026-10-22
Cypress Wealth Services, LLC
DECREASED112,517124,509-11,992-10%$1.4M$1.1M-$270.2K2026-10-21
Ballast Rock Private Wealth LLC
INCREASED102,41596,052+6,363+7%$1.1M$1.0M-$56.7K2026-10-26
Ariadne Wealth Management, LP
UNCHANGED94,48194,48100%$1.0M$921.2K-$117.2K2026-11-06
Sovran Advisors, LLC
NEW79,841—+79,841——$803.2K—2026-11-02
Myecfo, LLC
INCREASED75,35073,838+1,512+2%$812.6K$734.7K-$77.9K2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED67,79467,79400%$745.1K$661.0K-$84.1K2026-11-06
Channel Wealth LLC
DECREASED57,84764,344-6,497-10%$707.1K$564.0K-$143.1K2026-11-06
Arlington Financial Advisors, LLC
UNCHANGED55,00055,00000%$604.5K$536.3K-$68.2K2026-10-19
Lido Advisors, LLC
INCREASED51,85218,227+33,625+184%$201.3K$505.6K+$304.3K2026-11-04
Oppenheimer & Co Inc
INCREASED48,60130,465+18,136+60%$334.8K$473.9K+$139.1K2026-10-26
Commonwealth Equity Services, LLC
INCREASED45,86545,636+229+1%$501.5K$447.2K-$54.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
UNCHANGED44,31044,31000%$487.0K$432.0K-$55.0K2026-11-02
Axxcess Wealth Management, LLC
UNCHANGED42,01542,01500%$461.7K$409.6K-$52.1K2026-10-21
Farther Finance Advisors, LLC
DECREASED31,81134,835-3,024-9%$381.6K$310.2K-$71.4K2026-10-08
Fiera Capital Corp
DECREASED30,654233,919-203,265-87%$2.6M$298.9K-$2.3M2026-11-06
Athena Wealth Management, LLC
UNCHANGED25,75225,75200%$283.0K$251.1K-$31.9K2026-10-09
Indivisible Partners
INCREASED25,01724,017+1,000+4%$263.9K$243.9K-$20.0K2026-10-26
Tortuga Wealth Management, Inc
DECREASED24,84547,047-22,202-47%$517.0K$242.2K-$274.8K2026-10-27
Keystone Wealth Services, LLC
UNCHANGED24,52124,52100%$269.5K$236.6K-$32.9K2026-11-03
Hofer & Associates. Inc
NEW24,122—+24,122——$235.2K—2026-10-13
RED Crane Wealth Management, LLC
NEW24,122—+24,122——$235.2K—2026-10-14
Tempus Wealth Planning, LLC
UNCHANGED23,65723,65700%$260.0K$230.7K-$29.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED23,25816,082+7,176+45%$176.7K$228.0K+$51.3K2026-11-02
Strategic Advocates LLC
UNCHANGED22,62122,62100%$248.6K$220.6K-$28.1K2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED21,50015,500+6,000+39%$171.2K$210.8K+$39.6K2026-10-16
Creative Planning
DECREASED21,24527,597-6,352-23%$303.3K$207.1K-$96.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW21,155—+21,155——$205.0K—2026-10-13
Avior Wealth Management, LLC
INCREASED18,96718,668+299+2%$205.2K$184.9K-$20.2K2026-10-13
Sowell Financial Services LLC
UNCHANGED18,34418,34400%$201.6K$178.9K-$22.7K2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED16,55016,55000%$181.9K$161.4K-$20.5K2026-10-29
Decision Investments, Inc
INCREASED16,02914,029+2,000+14%$154.2K$156.3K+$2.1K2026-10-07
NWF Advisory Services Inc.
DECREASED15,71919,738-4,019-20%$216.9K$153.3K-$63.7K2026-10-19
Core Wealth Partners LLC
UNCHANGED15,70715,70700%$172.6K$153.1K-$19.5K2026-11-02
Argyle Capital Partners, LLC
NEW14,901—+14,901——$145.3K—2026-10-23
Perigon Wealth Management, LLC
INCREASED14,61310,613+4,000+38%$116.6K$142.5K+$25.8K2026-10-22
Capital Investment Advisors, LLC
UNCHANGED14,17514,17500%$155.8K$138.2K-$17.6K2026-10-22
StoneX Group Inc.
NEW13,675—+13,675——$133.3K—2026-11-03
Realta Investment Advisors
UNCHANGED13,65213,65200%$150.0K$133.1K-$16.9K2026-10-14
Lyell Wealth Management, LP
UNCHANGED12,84812,84800%$141.2K$125.3K-$15.9K2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED12,83812,83800%$141.1K$125.2K-$15.9K2026-10-14
Ascentis Independent Advisors
NEW12,127—+12,127——$118.2K—2026-11-03
Mather Group, Llc.
UNCHANGED11,37211,37200%$125.0K$110.9K-$14.1K2026-10-14
Allworth Financial LP
UNCHANGED10,76910,76900%$118.4K$118.4K$02026-11-06
Bender Robert & Associates
NEW10,750—+10,750——$104.8K—2026-10-21
Williams Jones Wealth Management, Llc.
UNCHANGED10,27510,27500%$112.9K$100.2K-$12.7K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED2,9752,97500%$32.7K$29.0K-$3.7K2026-10-15
Noble Wealth Management PBC
UNCHANGED1,8301,83000%$20.1K$17.8K-$2.3K2026-10-01
Dhjj Financial Advisors, Ltd.
UNCHANGED1,4141,41400%$15.5K$13.8K-$1.8K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,4001,40000%$15.4K$13.7K-$1.7K2026-10-27
Root Financial Partners, LLC
NEW1,327—+1,327——$12.9K—2026-10-21
Highline Wealth Partners LLC
UNCHANGED1,0251,02500%$11.3K$10.0K-$1.3K2026-10-19
Mosley Wealth Management
INCREASED966946+20+2%$10.4K$9.4K-$1.0K2026-10-16
Fifth Third Bancorp
UNCHANGED39539500%$4.3K$3.9K-$4902026-11-05
Bullock Wealth Management Group
INCREASED153151+2+1%$1.7K$1.5K-$1642026-10-09
Matisse Capital
CLOSED078,518-78,518-100%$862.9K$0-$862.9K2026-10-29
Regatta Capital Group, LLC
CLOSED018,415-18,415-100%$202.4K$0-$202.4K2026-10-23
Closed-End Fund Advisors, Inc.
CLOSED013,969-13,969-100%$153.5K$0-$153.5K2026-11-04
Alessandra Capital Management, LLC
CLOSED010,687-10,687-100%$117.5K$0-$117.5K2026-10-30
US Bancorp \de\
CLOSED03,623-3,623-100%$39.8K$0-$39.8K2026-11-05
Mascoma Wealth Management LLC
CLOSED0708-708-100%$7.8K$0-$7.8K2026-10-23
Morgan Stanley
N/A—7,401,308-7,401,308-100%$81.3M———
Karpus Management, Inc.
N/A—4,603,531-4,603,531-100%$50.6M———
Guggenheim Capital LLC
N/A—2,595,733-2,595,733-100%$28.5M———
Bank of America Corp
N/A—2,405,612-2,405,612-100%$26.4M———
Advisors Asset Management, Inc.
N/A—2,305,569-2,305,569-100%$25.3M———
Robinson Capital Management, LLC
N/A—1,122,458-1,122,458-100%$12.3M———
Rivernorth Capital Management, LLC
N/A—1,066,052-1,066,052-100%$11.7M———
Wells Fargo & Company
N/A—963,266-963,266-100%$10.6M———
Sanctuary Advisors, LLC
N/A—486,473-486,473-100%$5.3M———
UBS Group AG
N/A—415,590-415,590-100%$4.6M———
Northwestern Mutual Wealth Management Co
N/A—364,958-364,958-100%$4.0M———
Hollencrest Capital Management
N/A—267,907-267,907-100%$2.9M———
Dakota Wealth Management
N/A—213,962-213,962-100%$2.4M———
Royal Bank of Canada
N/A—190,549-190,549-100%$2.1M———
MAI Capital Management
N/A—183,275-183,275-100%$2.0M———
Wescap Management Group, Inc.
N/A—159,959-159,959-100%$1.8M———
SIT Investment Associates Inc
N/A—129,918-129,918-100%$1.4M———
Oder Investment Management, LLC
N/A—105,924-105,924-100%$1.2M———
Summit Trail Advisors, LLC
N/A—101,599-101,599-100%$1.1M———
Jane Street Group, LLC
N/A—91,885-91,885-100%$1.0M———
Raymond James Financial Inc
N/A—91,370-91,370-100%$1.0M———
Baird Financial Group, Inc.
N/A—86,883-86,883-100%$954.8K———
Cetera Investment Advisers
N/A—74,567-74,567-100%$819.5K———
Allianz Asset Management GmbH
N/A—70,489-70,489-100%$774.7K———
Alteri Wealth LLC
N/A—68,764-68,764-100%$755.7K———
Global Retirement Partners, LLC
N/A—67,427-67,427-100%$741.0K———
Envestnet Asset Management Inc
N/A—64,623-64,623-100%$710.2K———
Osaic Holdings, Inc.
N/A—63,383-63,383-100%$696.6K———
Western Wealth Management, LLC
N/A—60,865-60,865-100%$668.9K———
Steward Partners Investment Advisory, LLC
N/A—59,733-59,733-100%$656.5K———
Stonebridge Financial Group, LLC
N/A—56,056-56,056-100%$619.0K———
Destination Wealth Management
N/A—53,765-53,765-100%$590.9K———
XTX Topco Ltd
N/A—52,096-52,096-100%$572.5K———
Stifel Financial Corp
N/A—43,658-43,658-100%$479.8K———
Integrated Wealth Concepts LLC
N/A—43,430-43,430-100%$477.3K———
Intellectus Partners, LLC
N/A—40,614-40,614-100%$448.5K———
Perennial Investment Advisors, LLC
N/A—39,226-39,226-100%$431.1K———
Ameriprise Financial Inc
N/A—39,152-39,152-100%$430.3K———
Stratos Wealth Partners, Ltd.
N/A—37,300-37,300-100%$409.9K———
Evolve Private Wealth, LLC
N/A—33,438-33,438-100%$369.3K———
RB Capital Management, LLC
N/A—29,944-29,944-100%$329.1K———
Wellspring Financial Advisors, LLC
N/A—28,394-28,394-100%$312.1K———
First Foundation Advisors
N/A—28,327-28,327-100%$311.3K———
Equitable Holdings, Inc.
N/A—26,011-26,011-100%$285.9K———
Prudent Investors Network, Inc.
N/A—23,375-23,375-100%$256.9K———
Cerity Partners LLC
N/A—22,336-22,336-100%$245.5K———
Susquehanna International Group, LLP
N/A—22,160-22,160-100%$243.5K———
Readystate Asset Management LP
N/A—21,830-21,830-100%$239.9K———
LM Advisors LLC
N/A—21,804-21,804-100%$240.0K———
Snowden Capital Advisors LLC
N/A—20,633-20,633-100%$227.9K———
Van Hulzen Asset Management, LLC
N/A—20,532-20,532-100%$225.6K———
Citadel Advisors LLC
N/A—19,962-19,962-100%$219.4K———
Rockefeller Capital Management L.P.
N/A—18,850-18,850-100%$207.2K———
IEQ Capital, LLC
N/A—18,100-18,100-100%$198.9K———
Millennium Management LLC
N/A—15,960-15,960-100%$175.4K———
Whittier Trust Co
N/A—13,533-13,533-100%$149.3K———
Boothbay Fund Management, LLC
N/A—13,331-13,331-100%$146.5K———
McGowan Group Asset Management, Inc.
N/A—12,614-12,614-100%$138.6K———
Great Valley Advisor Group, Inc.
N/A—12,383-12,383-100%$136.1K———
Almitas Capital LLC
N/A—11,900-11,900-100%$130.8K———
Bank of Montreal
N/A—11,602-11,602-100%$127.5K———
Financial Advisors Network, Inc.
N/A—10,276-10,276-100%$112.9K———
Shufro Rose & Co LLC
N/A—10,000-10,000-100%$109.9K———
Penserra Capital Management LLC
N/A—2,922-2,922-100%$32.0K———
Atlantic Union Bankshares Corp
N/A—1,939-1,939-100%$21.3K———
Ameritas Investment Partners, Inc.
N/A—1,501-1,501-100%$16.5K———
Rothschild Investment LLC
N/A—1,297-1,297-100%$14.3K———
Smartleaf Asset Management LLC
N/A—1,100-1,100-100%$12.0K———
Nalls Sherbakoff Group, LLC
N/A—410-410-100%$4.5K———
Showing 143 of 143 institutions