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BlackRock Corp HI YLD (HYT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,218,149 from 1,288,867
Change-70,718 (-5%)
Value$9.6M (-$1.5M)
Filed 2026-11-06
Lake Street Private Wealth, LLC
INCREASED
Shares656,725 from 571,275
Change+85,450 (+15%)
Value$5.1M (+$258.6K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares607,172 from 305,427
Change+301,745 (+99%)
Value$4.8M (+$2.1M)
Filed 2026-11-04
Rareview Capital LLC
INCREASED
Shares520,436 from 452,806
Change+67,630 (+15%)
Value$4.1M (-$334.6K)
Filed 2026-11-05
Absolute Investment Advisers, LLC
UNCHANGED
Shares460,607 from 460,607
Change0 (0%)
Value$3.6M (-$331.6K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares293,695 from 278,695
Change+15,000 (+5%)
Value$2.3M (-$83.0K)
Filed 2026-11-05
Uncommon Cents Investing Inc
INCREASED
Shares292,488 from 259,568
Change+32,920 (+13%)
Value$2.3M (+$71.2K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares256,973 from 246,661
Change+10,312 (+4%)
Value$2.0M (-$96.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares243,427 from 239,497
Change+3,930 (+2%)
Value$1.9M (-$149.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares231,721 from 262,394
Change-30,673 (-12%)
Value$1.8M (-$429.4K)
Filed 2026-11-02
Pathway Financial Advisers, LLC
INCREASED
Shares228,283 from 221,488
Change+6,795 (+3%)
Value$1.8M (-$106.2K)
Filed 2026-10-27
Rose Capital Advisors LLC
INCREASED
Shares212,848 from 183,149
Change+29,699 (+16%)
Value$1.7M (+$101.0K)
Filed 2026-11-04
Wolverine Asset Management LLC
INCREASED
Shares183,505 from 59,469
Change+124,036 (+209%)
Value$1.4M (+$929.6K)
Filed 2026-11-02
Robbins Farley
INCREASED
Shares182,766 from 172,573
Change+10,193 (+6%)
Value$1.4M (-$44.3K)
Filed 2026-10-21
RDA Financial Network
DECREASED
Shares181,879 from 182,009
Change-130 (0%)
Value$1.4M (-$132.1K)
Filed 2026-10-15
Paller Financial Services Inc
INCREASED
Shares169,891 from 161,994
Change+7,897 (+5%)
Value$1.3M (-$54.7K)
Filed 2026-10-13
Essential Investment Partners LLC
DECREASED
Shares166,250 from 169,450
Change-3,200 (-2%)
Value$1.3M (-$147.1K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares162,295 from 142,748
Change+19,547 (+14%)
Value$1.3M (+$50.5K)
Filed 2026-11-04
Covenant Asset Management, LLC
DECREASED
Shares160,155 from 162,310
Change-2,155 (-1%)
Value$1.3M (-$133.8K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares119,191 from 118,792
Change+399 (+0%)
Value$934.5K (-$82.4K)
Filed 2026-11-05
TrueMark Investments, LLC
DECREASED
Shares114,259 from 145,508
Change-31,249 (-21%)
Value$895.8K (-$349.8K)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares107,094 from 104,710
Change+2,384 (+2%)
Value$839.6K (-$56.7K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$784.0K (-$72.0K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
DECREASED
Shares78,272 from 80,772
Change-2,500 (-3%)
Value$613.7K (-$77.8K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares77,783 from 77,020
Change+763 (+1%)
Value$609.8K (-$49.5K)
Filed 2026-10-19
Riverbridge Partners LLC
INCREASED
Shares75,824 from 69,343
Change+6,481 (+9%)
Value$594.5K (+$885)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares74,581 from 131,117
Change-56,536 (-43%)
Value$584.7K (-$537.6K)
Filed 2026-10-20
Granite Investment Partners, LLC
NEW
Shares72,134
Change+72,134
Value$565.5K
Filed 2026-11-04
Creekside Partners
DECREASED
Shares71,247 from 72,890
Change-1,643 (-2%)
Value$558.6K (-$65.4K)
Filed 2026-11-04
Smith Asset Management Co., LLC
DECREASED
Shares67,579 from 70,459
Change-2,880 (-4%)
Value$529.8K (-$73.3K)
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares61,096 from 74,830
Change-13,734 (-18%)
Value$479.0K (-$161.6K)
Filed 2026-10-15
PW Nova Financial Services LLC
DECREASED
Shares57,199 from 85,913
Change-28,714 (-33%)
Value$448.4K (-$287.0K)
Filed 2026-10-15
Aegon USA Investment Management, LLC
INCREASED
Shares57,100 from 35,000
Change+22,100 (+63%)
Value$447.7K (+$148.1K)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares55,855 from 50,194
Change+5,661 (+11%)
Value$437.9K (+$8.2K)
Filed 2026-10-28
Legacy Trust
NEW
Shares50,000
Change+50,000
Value$394.5K
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares48,652 from 46,651
Change+2,001 (+4%)
Value$381.4K (-$17.9K)
Filed 2026-11-03
Ramiah Investment Group
DECREASED
Shares47,981 from 50,911
Change-2,930 (-6%)
Value$376.2K (-$59.6K)
Filed 2026-10-20
Investmark Advisory Group LLC
INCREASED
Shares45,131 from 43,781
Change+1,350 (+3%)
Value$353.8K (-$20.9K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares42,461 from 42,461
Change0 (0%)
Value$363.5K ($0)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares40,209 from 40,141
Change+68 (+0%)
Value$315.2K (-$18.7K)
Filed 2026-10-19
Concord Wealth Partners
INCREASED
Shares36,586 from 35,554
Change+1,032 (+3%)
Value$286.8K (-$17.5K)
Filed 2026-11-02
Purus Wealth Management, LLC
INCREASED
Shares33,954 from 32,283
Change+1,671 (+5%)
Value$266.2K (-$10.1K)
Filed 2026-10-15
Stronghold Wealth Management L.L.C.
INCREASED
Shares32,515 from 20,331
Change+12,184 (+60%)
Value$254.9K (+$80.9K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares32,273 from 24,613
Change+7,660 (+31%)
Value$253.0K (+$42.3K)
Filed 2026-10-20
HB Wealth Management, LLC
NEW
Shares30,585
Change+30,585
Value$239.8K
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares30,516 from 28,772
Change+1,744 (+6%)
Value$239.2K (-$7.0K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares30,319 from 27,319
Change+3,000 (+11%)
Value$239.3K (+$5.4K)
Filed 2026-11-04
Hourglass Capital, LLC
UNCHANGED
Shares29,279 from 29,279
Change0 (0%)
Value$229.5K (-$21.1K)
Filed 2026-10-26
SMH Capital Advisors Inc
INCREASED
Shares28,314 from 27,372
Change+942 (+3%)
Value$222.0K (-$12.3K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares27,907 from 41,459
Change-13,552 (-33%)
Value$218.5K (-$134.7K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares26,496 from 25,735
Change+761 (+3%)
Value$207.7K (-$12.6K)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares26,000 from 26,300
Change-300 (-1%)
Value$203.8K (-$21.3K)
Filed 2026-10-01
MRA Advisory Group
DECREASED
Shares24,714 from 25,007
Change-293 (-1%)
Value$193.8K (-$20.3K)
Filed 2026-10-07
Grove Bank & Trust
UNCHANGED
Shares24,500 from 24,500
Change0 (0%)
Value$192.1K (-$17.6K)
Filed 2026-10-08
Kesler, Norman & Wride, LLC
DECREASED
Shares23,960 from 26,831
Change-2,871 (-11%)
Value$187.8K (-$41.8K)
Filed 2026-11-06
Shaker Financial Services, LLC
DECREASED
Shares21,086 from 52,744
Change-31,658 (-60%)
Value$165.3K (-$286.2K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares20,982 from 20,238
Change+744 (+4%)
Value$164.5K (-$8.7K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares20,524 from 19,133
Change+1,391 (+7%)
Value$160.9K (-$2.9K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
UNCHANGED
Shares19,200 from 19,200
Change0 (0%)
Value$150.5K (-$13.8K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares18,152 from 20,674
Change-2,522 (-12%)
Value$142.3K (-$34.7K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares17,676 from 18,275
Change-599 (-3%)
Value$138.6K (-$17.8K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares17,369
Change+17,369
Value$136.2K
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares16,777
Change+16,777
Value$131.5K
Filed 2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED
Shares16,598 from 16,615
Change-17 (0%)
Value$129.5K (-$12.8K)
Filed 2026-10-09
L.K. Benson & Company, P.C.
INCREASED
Shares16,590 from 15,640
Change+950 (+6%)
Value$130.1K (-$3.8K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares16,176 from 15,589
Change+587 (+4%)
Value$126.8K (-$6.6K)
Filed 2026-11-06
Bison Wealth, LLC
DECREASED
Shares16,077 from 16,540
Change-463 (-3%)
Value$126.0K (-$15.4K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares16,003 from 16,080
Change-77 (0%)
Value$125.5K (-$12.2K)
Filed 2026-10-23
Retiremitten Financial LLC
UNCHANGED
Shares15,659 from 15,659
Change0 (0%)
Value$122.5K (-$11.6K)
Filed 2026-11-05
Core Wealth Partners LLC
UNCHANGED
Shares15,514 from 15,514
Change0 (0%)
Value$121.6K (-$11.2K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares15,479 from 113,342
Change-97,863 (-86%)
Value$121.4K (-$848.8K)
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares15,294
Change+15,294
Value$119.9K
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares15,080 from 102,580
Change-87,500 (-85%)
Value$118.2K (-$759.9K)
Filed 2026-11-03
Opus Financial Solutions LLC
UNCHANGED
Shares14,835 from 14,835
Change0 (0%)
Value$116.3K (-$10.7K)
Filed 2026-11-06
Pinnacle Associates LTD
NEW
Shares14,625
Change+14,625
Value$114.7K
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares14,625 from 11,849
Change+2,776 (+23%)
Value$115.0K (+$14.0K)
Filed 2026-10-26
QTR Family Wealth, LLC
INCREASED
Shares14,581 from 14,440
Change+141 (+1%)
Value$114.3K (-$9.3K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
DECREASED
Shares14,366 from 27,497
Change-13,131 (-48%)
Value$112.6K (-$122.7K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares14,263
Change+14,263
Value$112.0K
Filed 2026-11-03
Krilogy Financial LLC
DECREASED
Shares13,358 from 13,428
Change-70 (-1%)
Value$104.7K (-$10.2K)
Filed 2026-10-13
Merit Financial Group, LLC
NEW
Shares12,834
Change+12,834
Value$100.6K
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares12,641 from 12,641
Change0 (0%)
Value$99.1K (-$9.1K)
Filed 2026-11-03
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$94.1K (-$8.6K)
Filed 2026-10-20
Accredited Investor Services, LLC
NEW
Shares11,810
Change+11,810
Value$92.6K
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares11,752 from 11,752
Change0 (0%)
Value$92.1K (-$8.5K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$90.9K (-$8.4K)
Filed 2026-11-05
Magnus Financial Group LLC
DECREASED
Shares11,483 from 39,279
Change-27,796 (-71%)
Value$90.0K (-$246.2K)
Filed 2026-10-21
Focused Wealth Management, Inc
DECREASED
Shares11,156 from 11,340
Change-184 (-2%)
Value$87.5K (-$9.6K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares10,834 from 10,554
Change+280 (+3%)
Value$84.9K (-$5.4K)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$84.3K (-$7.7K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
NEW
Shares10,683
Change+10,683
Value$83.8K
Filed 2026-10-08
Curated Wealth Partners LLC
NEW
Shares10,320
Change+10,320
Value$80.9K
Filed 2026-10-15
Realta Investment Advisors
NEW
Shares10,195
Change+10,195
Value$79.9K
Filed 2026-10-14
Procyon Advisors, LLC
UNCHANGED
Shares10,007 from 10,007
Change0 (0%)
Value$78.5K (-$7.2K)
Filed 2026-10-21
Plancorp, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$78.9K (-$5.9K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares9,800 from 8,000
Change+1,800 (+23%)
Value$76.8K (+$8.4K)
Filed 2026-10-28
Larson Financial Group LLC
UNCHANGED
Shares9,014 from 9,014
Change0 (0%)
Value$70.7K (-$6.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares7,514 from 7,514
Change0 (0%)
Value$58.9K (-$5.4K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares5,033 from 3,990
Change+1,043 (+26%)
Value$39.5K (+$5.3K)
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares4,858 from 4,858
Change0 (0%)
Value$38.1K (-$3.5K)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares3,996 from 3,996
Change0 (0%)
Value$31.3K (-$2.9K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,795 from 3,795
Change0 (0%)
Value$29.8K (-$2.7K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares2,674 from 2,599
Change+75 (+3%)
Value$21.0K (-$1.3K)
Filed 2026-10-08
WPG Advisers, LLC
INCREASED
Shares2,478 from 1,758
Change+720 (+41%)
Value$19.4K (+$4.4K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares2,207 from 1,000
Change+1,207 (+121%)
Value$17.3K (+$8.7K)
Filed 2026-11-05
DT Investment Partners, LLC
UNCHANGED
Shares1,729 from 1,729
Change0 (0%)
Value$13.6K (-$1.2K)
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$12.6K (-$1.2K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares1,530 from 3,315
Change-1,785 (-54%)
Value$12.0K (-$16.4K)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$9.0K (-$823)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
NEW
Shares1,140
Change+1,140
Value$8.9K
Filed 2026-10-27
Hurley Capital, LLC
INCREASED
Shares697 from 678
Change+19 (+3%)
Value$5.5K (-$335)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$5.3K (-$482)
Filed 2026-10-20
Fortis Group Advisors, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$5.2K (-$480)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.9K (-$360)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.9K (-$360)
Filed 2026-10-27
Montgomery Financial Services LLC
DECREASED
Shares437 from 710
Change-273 (-38%)
Value$3.4K (-$2.7K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares118 from 115
Change+3 (+3%)
Value$926 (-$57)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares111 from 108
Change+3 (+3%)
Value$870 (-$54)
Filed 2026-10-16
Ares Financial Consulting, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$41 (-$4)
Filed 2026-10-19
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 113,360
Change-113,360 (-100%)
Value$0 (-$970.4K)
Filed 2026-11-05
Clearstead Advisors, LLC
CLOSED
Shares0 from 22,324
Change-22,324 (-100%)
Value$0 (-$191.1K)
Filed 2026-11-06
Ritholtz Wealth Management
CLOSED
Shares0 from 22,160
Change-22,160 (-100%)
Value$0 (-$189.7K)
Filed 2026-11-05
Stolz & Associates, PS
CLOSED
Shares0 from 15,397
Change-15,397 (-100%)
Value$0 (-$131.8K)
Filed 2026-11-05
NWF Advisory Services Inc.
CLOSED
Shares0 from 10,458
Change-10,458 (-100%)
Value$0 (-$89.5K)
Filed 2026-10-19
Assetmark, Inc
CLOSED
Shares0 from 9,290
Change-9,290 (-100%)
Value$0 (-$79.5K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-15
Axiom Investment Management LLC
CLOSED
Shares0 from 2,459
Change-2,459 (-100%)
Value$0 (-$21.0K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 7,446,501
Change-7,446,501 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 5,529,831
Change-5,529,831 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 4,553,987
Change-4,553,987 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 4,388,421
Change-4,388,421 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,451,040
Change-2,451,040 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 2,309,433
Change-2,309,433 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,225,556
Change-2,225,556 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,690,604
Change-1,690,604 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,346,860
Change-1,346,860 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,250,710
Change-1,250,710 (-100%)
Value—
OAK Hill Advisors LP
N/A
Shares— from 1,070,395
Change-1,070,395 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,045,681
Change-1,045,681 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 990,417
Change-990,417 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 919,759
Change-919,759 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 844,201
Change-844,201 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 657,711
Change-657,711 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 313,141
Change-313,141 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 306,598
Change-306,598 (-100%)
Value—
UBS Group AG
N/A
Shares— from 283,464
Change-283,464 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 248,783
Change-248,783 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 209,499
Change-209,499 (-100%)
Value—
Quarry LP
N/A
Shares— from 190,343
Change-190,343 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 159,642
Change-159,642 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 138,173
Change-138,173 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 135,026
Change-135,026 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 132,857
Change-132,857 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 127,722
Change-127,722 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 117,800
Change-117,800 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 103,132
Change-103,132 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 102,215
Change-102,215 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 77,288
Change-77,288 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 68,262
Change-68,262 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 61,406
Change-61,406 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,593
Change-57,593 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 52,913
Change-52,913 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 52,431
Change-52,431 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 51,576
Change-51,576 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 50,634
Change-50,634 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 47,026
Change-47,026 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,431
Change-43,431 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 36,532
Change-36,532 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 34,946
Change-34,946 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 30,088
Change-30,088 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,799
Change-26,799 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 26,550
Change-26,550 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 25,587
Change-25,587 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,309
Change-25,309 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,120
Change-25,120 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,831
Change-23,831 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 22,145
Change-22,145 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 20,785
Change-20,785 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,319
Change-20,319 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,334
Change-19,334 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,329
Change-19,329 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 18,628
Change-18,628 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,878
Change-15,878 (-100%)
Value—
&partners
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 15,070
Change-15,070 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 14,548
Change-14,548 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,392
Change-14,392 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 13,234
Change-13,234 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,630
Change-11,630 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,076
Change-10,076 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,822
Change-8,822 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 835
Change-835 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 701
Change-701 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 535
Change-535 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,218,1491,288,867-70,718-5%$11.0M$9.6M-$1.5M2026-11-06
Lake Street Private Wealth, LLC
INCREASED656,725571,275+85,450+15%$4.9M$5.1M+$258.6K2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED607,172305,427+301,745+99%$2.6M$4.8M+$2.1M2026-11-04
Rareview Capital LLC
INCREASED520,436452,806+67,630+15%$4.4M$4.1M-$334.6K2026-11-05
Absolute Investment Advisers, LLC
UNCHANGED460,607460,60700%$3.9M$3.6M-$331.6K2026-10-21
Thrivent Financial for Lutherans
INCREASED293,695278,695+15,000+5%$2.4M$2.3M-$83.0K2026-11-05
Uncommon Cents Investing Inc
INCREASED292,488259,568+32,920+13%$2.2M$2.3M+$71.2K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED256,973246,661+10,312+4%$2.1M$2.0M-$96.0K2026-11-02
International Assets Investment Management, LLC
INCREASED243,427239,497+3,930+2%$2.0M$1.9M-$149.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED231,721262,394-30,673-12%$2.2M$1.8M-$429.4K2026-11-02
Pathway Financial Advisers, LLC
INCREASED228,283221,488+6,795+3%$1.9M$1.8M-$106.2K2026-10-27
Rose Capital Advisors LLC
INCREASED212,848183,149+29,699+16%$1.6M$1.7M+$101.0K2026-11-04
Wolverine Asset Management LLC
INCREASED183,50559,469+124,036+209%$509.1K$1.4M+$929.6K2026-11-02
Robbins Farley
INCREASED182,766172,573+10,193+6%$1.5M$1.4M-$44.3K2026-10-21
RDA Financial Network
DECREASED181,879182,009-1300%$1.6M$1.4M-$132.1K2026-10-15
Paller Financial Services Inc
INCREASED169,891161,994+7,897+5%$1.4M$1.3M-$54.7K2026-10-13
Essential Investment Partners LLC
DECREASED166,250169,450-3,200-2%$1.5M$1.3M-$147.1K2026-10-27
Lido Advisors, LLC
INCREASED162,295142,748+19,547+14%$1.2M$1.3M+$50.5K2026-11-04
Covenant Asset Management, LLC
DECREASED160,155162,310-2,155-1%$1.4M$1.3M-$133.8K2026-10-14
Fifth Third Bancorp
INCREASED119,191118,792+399+0%$1.0M$934.5K-$82.4K2026-11-05
TrueMark Investments, LLC
DECREASED114,259145,508-31,249-21%$1.2M$895.8K-$349.8K2026-11-05
Capital Investment Advisors, LLC
INCREASED107,094104,710+2,384+2%$896.3K$839.6K-$56.7K2026-10-22
Tempus Wealth Planning, LLC
UNCHANGED100,000100,00000%$856.0K$784.0K-$72.0K2026-10-14
Melfa Wealth Management, Inc.
DECREASED78,27280,772-2,500-3%$691.4K$613.7K-$77.8K2026-11-06
Diversified Enterprises, LLC
INCREASED77,78377,020+763+1%$659.3K$609.8K-$49.5K2026-10-19
Riverbridge Partners LLC
INCREASED75,82469,343+6,481+9%$593.6K$594.5K+$8852026-11-05
Whipplewood Advisors, LLC
DECREASED74,581131,117-56,536-43%$1.1M$584.7K-$537.6K2026-10-20
Granite Investment Partners, LLC
NEW72,134—+72,134——$565.5K—2026-11-04
Creekside Partners
DECREASED71,24772,890-1,643-2%$623.9K$558.6K-$65.4K2026-11-04
Smith Asset Management Co., LLC
DECREASED67,57970,459-2,880-4%$603.1K$529.8K-$73.3K2026-10-16
Activest Wealth Management
DECREASED61,09674,830-13,734-18%$640.5K$479.0K-$161.6K2026-10-15
PW Nova Financial Services LLC
DECREASED57,19985,913-28,714-33%$735.4K$448.4K-$287.0K2026-10-15
Aegon USA Investment Management, LLC
INCREASED57,10035,000+22,100+63%$299.6K$447.7K+$148.1K2026-10-30
Choreo, LLC
INCREASED55,85550,194+5,661+11%$429.7K$437.9K+$8.2K2026-10-28
Legacy Trust
NEW50,000—+50,000——$394.5K—2026-11-06
RFG Advisory, LLC
INCREASED48,65246,651+2,001+4%$399.3K$381.4K-$17.9K2026-11-03
Ramiah Investment Group
DECREASED47,98150,911-2,930-6%$435.8K$376.2K-$59.6K2026-10-20
Investmark Advisory Group LLC
INCREASED45,13143,781+1,350+3%$374.8K$353.8K-$20.9K2026-10-27
Allworth Financial LP
UNCHANGED42,46142,46100%$363.5K$363.5K$02026-11-06
New England Private Wealth Advisors LLC
INCREASED40,20940,141+68+0%$334.0K$315.2K-$18.7K2026-10-19
Concord Wealth Partners
INCREASED36,58635,554+1,032+3%$304.3K$286.8K-$17.5K2026-11-02
Purus Wealth Management, LLC
INCREASED33,95432,283+1,671+5%$276.3K$266.2K-$10.1K2026-10-15
Stronghold Wealth Management L.L.C.
INCREASED32,51520,331+12,184+60%$174.0K$254.9K+$80.9K2026-10-16
Kathmere Capital Management, LLC
INCREASED32,27324,613+7,660+31%$210.7K$253.0K+$42.3K2026-10-20
HB Wealth Management, LLC
NEW30,585—+30,585——$239.8K—2026-10-23
J.W. Cole Advisors, Inc.
INCREASED30,51628,772+1,744+6%$246.3K$239.2K-$7.0K2026-11-05
Prospera Financial Services Inc
INCREASED30,31927,319+3,000+11%$233.9K$239.3K+$5.4K2026-11-04
Hourglass Capital, LLC
UNCHANGED29,27929,27900%$250.6K$229.5K-$21.1K2026-10-26
SMH Capital Advisors Inc
INCREASED28,31427,372+942+3%$234.3K$222.0K-$12.3K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED27,90741,459-13,552-33%$353.2K$218.5K-$134.7K2026-10-13
Truist Financial Corp
INCREASED26,49625,735+761+3%$220.3K$207.7K-$12.6K2026-10-30
Noble Wealth Management PBC
DECREASED26,00026,300-300-1%$225.1K$203.8K-$21.3K2026-10-01
MRA Advisory Group
DECREASED24,71425,007-293-1%$214.1K$193.8K-$20.3K2026-10-07
Grove Bank & Trust
UNCHANGED24,50024,50000%$209.7K$192.1K-$17.6K2026-10-08
Kesler, Norman & Wride, LLC
DECREASED23,96026,831-2,871-11%$229.7K$187.8K-$41.8K2026-11-06
Shaker Financial Services, LLC
DECREASED21,08652,744-31,658-60%$451.5K$165.3K-$286.2K2026-10-14
Creative Planning
INCREASED20,98220,238+744+4%$173.2K$164.5K-$8.7K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED20,52419,133+1,391+7%$163.8K$160.9K-$2.9K2026-10-21
Gerber Kawasaki Wealth & Investment Management
UNCHANGED19,20019,20000%$164.4K$150.5K-$13.8K2026-10-29
Apollon Wealth Management, LLC
DECREASED18,15220,674-2,522-12%$177.0K$142.3K-$34.7K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED17,67618,275-599-3%$156.4K$138.6K-$17.8K2026-10-21
Concurrent Investment Advisors, LLC
NEW17,369—+17,369——$136.2K—2026-10-16
B. Riley Wealth Advisors, Inc.
NEW16,777—+16,777——$131.5K—2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED16,59816,615-170%$142.2K$129.5K-$12.8K2026-10-09
L.K. Benson & Company, P.C.
INCREASED16,59015,640+950+6%$133.9K$130.1K-$3.8K2026-10-23
PNC Financial Services Group, Inc.
INCREASED16,17615,589+587+4%$133.4K$126.8K-$6.6K2026-11-06
Bison Wealth, LLC
DECREASED16,07716,540-463-3%$141.4K$126.0K-$15.4K2026-10-13
Sowell Financial Services LLC
DECREASED16,00316,080-770%$137.6K$125.5K-$12.2K2026-10-23
Retiremitten Financial LLC
UNCHANGED15,65915,65900%$134.0K$122.5K-$11.6K2026-11-05
Core Wealth Partners LLC
UNCHANGED15,51415,51400%$132.8K$121.6K-$11.2K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED15,479113,342-97,863-86%$970.2K$121.4K-$848.8K2026-10-16
StoneX Group Inc.
NEW15,294—+15,294——$119.9K—2026-11-03
HUB Investment Partners, LLC
DECREASED15,080102,580-87,500-85%$878.1K$118.2K-$759.9K2026-11-03
Opus Financial Solutions LLC
UNCHANGED14,83514,83500%$127.0K$116.3K-$10.7K2026-11-06
Pinnacle Associates LTD
NEW14,625—+14,625——$114.7K—2026-10-20
Park Avenue Securities LLC
INCREASED14,62511,849+2,776+23%$101.0K$115.0K+$14.0K2026-10-26
QTR Family Wealth, LLC
INCREASED14,58114,440+141+1%$123.6K$114.3K-$9.3K2026-11-02
Samalin Investment Counsel, LLC
DECREASED14,36627,497-13,131-48%$235.4K$112.6K-$122.7K2026-10-23
M Holdings Securities, Inc.
NEW14,263—+14,263——$112.0K—2026-11-03
Krilogy Financial LLC
DECREASED13,35813,428-70-1%$114.9K$104.7K-$10.2K2026-10-13
Merit Financial Group, LLC
NEW12,834—+12,834——$100.6K—2026-11-06
Parallel Advisors, LLC
UNCHANGED12,64112,64100%$108.2K$99.1K-$9.1K2026-11-03
Westbourne Investment Advisors, Inc.
UNCHANGED12,00012,00000%$102.7K$94.1K-$8.6K2026-10-20
Accredited Investor Services, LLC
NEW11,810—+11,810——$92.6K—2026-10-22
Forvis Mazars Wealth Advisors, LLC
UNCHANGED11,75211,75200%$100.6K$92.1K-$8.5K2026-10-13
Mesirow Financial Investment Management, Inc.
UNCHANGED11,60011,60000%$99.3K$90.9K-$8.4K2026-11-05
Magnus Financial Group LLC
DECREASED11,48339,279-27,796-71%$336.2K$90.0K-$246.2K2026-10-21
Focused Wealth Management, Inc
DECREASED11,15611,340-184-2%$97.1K$87.5K-$9.6K2026-10-30
Spire Wealth Management
INCREASED10,83410,554+280+3%$90.3K$84.9K-$5.4K2026-10-30
Walled Lake Planning & Wealth Management, LLC
UNCHANGED10,75010,75000%$92.0K$84.3K-$7.7K2026-10-29
Avidian Wealth Enterprises, LLC
NEW10,683—+10,683——$83.8K—2026-10-08
Curated Wealth Partners LLC
NEW10,320—+10,320——$80.9K—2026-10-15
Realta Investment Advisors
NEW10,195—+10,195——$79.9K—2026-10-14
Procyon Advisors, LLC
UNCHANGED10,00710,00700%$85.7K$78.5K-$7.2K2026-10-21
Plancorp, LLC
UNCHANGED10,00010,00000%$84.8K$78.9K-$5.9K2026-11-03
Cullen T Bankers, Inc.
INCREASED9,8008,000+1,800+23%$68.5K$76.8K+$8.4K2026-10-28
Larson Financial Group LLC
UNCHANGED9,0149,01400%$77.2K$70.7K-$6.5K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED7,5147,51400%$64.3K$58.9K-$5.4K2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED5,0333,990+1,043+26%$34.2K$39.5K+$5.3K2026-10-27
Duncker Streett & Co Inc
UNCHANGED4,8584,85800%$41.6K$38.1K-$3.5K2026-10-27
Main Street Group, LTD
UNCHANGED3,9963,99600%$34.2K$31.3K-$2.9K2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED3,7953,79500%$32.5K$29.8K-$2.7K2026-11-04
Farther Finance Advisors, LLC
INCREASED2,6742,599+75+3%$22.2K$21.0K-$1.3K2026-10-08
WPG Advisers, LLC
INCREASED2,4781,758+720+41%$15.0K$19.4K+$4.4K2026-10-27
US Bancorp \de\
INCREASED2,2071,000+1,207+121%$8.6K$17.3K+$8.7K2026-11-05
DT Investment Partners, LLC
UNCHANGED1,7291,72900%$14.8K$13.6K-$1.2K2026-10-27
Lanark Financial, Inc.
UNCHANGED1,6051,60500%$13.7K$12.6K-$1.2K2026-10-26
Compass Financial Management LLC
DECREASED1,5303,315-1,785-54%$28.4K$12.0K-$16.4K2026-10-30
CoreCap Advisors, LLC
UNCHANGED1,1431,14300%$9.8K$9.0K-$8232026-10-08
Cassaday & Co Wealth Management LLC
NEW1,140—+1,140——$8.9K—2026-10-27
Hurley Capital, LLC
INCREASED697678+19+3%$5.8K$5.5K-$3352026-11-05
Private Trust Co NA
UNCHANGED67067000%$5.7K$5.3K-$4822026-10-20
Fortis Group Advisors, LLC
UNCHANGED66666600%$5.7K$5.2K-$4802026-11-06
Highline Wealth Partners LLC
UNCHANGED50050000%$4.3K$3.9K-$3602026-10-19
North Star Investment Management Corp.
UNCHANGED50050000%$4.3K$3.9K-$3602026-10-27
Montgomery Financial Services LLC
DECREASED437710-273-38%$6.1K$3.4K-$2.7K2026-11-03
SJS Investment Consulting Inc.
INCREASED118115+3+3%$983$926-$572026-10-26
IFP Advisors, Inc
INCREASED111108+3+3%$924$870-$542026-10-16
Ares Financial Consulting, LLC
UNCHANGED5500%$45$41-$42026-10-19
Marks Group Wealth Management, Inc
CLOSED0113,360-113,360-100%$970.4K$0-$970.4K2026-11-05
Clearstead Advisors, LLC
CLOSED022,324-22,324-100%$191.1K$0-$191.1K2026-11-06
Ritholtz Wealth Management
CLOSED022,160-22,160-100%$189.7K$0-$189.7K2026-11-05
Stolz & Associates, PS
CLOSED015,397-15,397-100%$131.8K$0-$131.8K2026-11-05
NWF Advisory Services Inc.
CLOSED010,458-10,458-100%$89.5K$0-$89.5K2026-10-19
Assetmark, Inc
CLOSED09,290-9,290-100%$79.5K$0-$79.5K2026-10-21
AdvisorNet Financial, Inc
CLOSED02,724-2,724-100%$23.3K$0-$23.3K2026-10-15
Axiom Investment Management LLC
CLOSED02,459-2,459-100%$21.0K$0-$21.0K2026-11-03
Morgan Stanley
N/A—7,446,501-7,446,501-100%$63.7M———
Rivernorth Capital Management, LLC
N/A—5,529,831-5,529,831-100%$47.3M———
McGowan Group Asset Management, Inc.
N/A—4,553,987-4,553,987-100%$39.0M———
SIT Investment Associates Inc
N/A—4,388,421-4,388,421-100%$37.6M———
Invesco Ltd.
N/A—2,451,040-2,451,040-100%$21.0M———
Yakira Capital Management, Inc.
N/A—2,309,433-2,309,433-100%$19.8M———
Wells Fargo & Company
N/A—2,225,556-2,225,556-100%$19.1M———
1607 Capital Partners, LLC
N/A—1,690,604-1,690,604-100%$14.5M———
Balyasny Asset Management L.P.
N/A—1,346,860-1,346,860-100%$11.5M———
Guggenheim Capital LLC
N/A—1,250,710-1,250,710-100%$10.7M———
OAK Hill Advisors LP
N/A—1,070,395-1,070,395-100%$9.2M———
MML Investors Services, LLC
N/A—1,045,681-1,045,681-100%$9.0M———
Cohen & Steers, Inc.
N/A—990,417-990,417-100%$8.5M———
Penserra Capital Management LLC
N/A—919,759-919,759-100%$7.9M———
Bank of America Corp
N/A—844,201-844,201-100%$7.2M———
Ameriprise Financial Inc
N/A—657,711-657,711-100%$5.6M———
Royal Bank of Canada
N/A—313,141-313,141-100%$2.7M———
Cetera Investment Advisers
N/A—306,598-306,598-100%$2.6M———
UBS Group AG
N/A—283,464-283,464-100%$2.4M———
Osaic Holdings, Inc.
N/A—248,783-248,783-100%$2.1M———
Raymond James Financial Inc
N/A—209,499-209,499-100%$1.8M———
Quarry LP
N/A—190,343-190,343-100%$1.6M———
Envestnet Asset Management Inc
N/A—159,642-159,642-100%$1.4M———
Family Manage LLC
N/A—138,173-138,173-100%$1.2M———
Logan Stone Capital, LLC
N/A—135,026-135,026-100%$1.2M———
Jane Street Group, LLC
N/A—132,857-132,857-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—127,722-127,722-100%$1.1M———
Kanen Wealth Management LLCA
N/A—117,800-117,800-100%$1.0M———
Baird Financial Group, Inc.
N/A—103,132-103,132-100%$882.8K———
Wealthspire Advisors, LLC
N/A—102,215-102,215-100%$875.0K———
Landscape Capital Management, L.L.C.
N/A—77,288-77,288-100%$661.6K———
NewEdge Advisors, LLC
N/A—68,262-68,262-100%$584.3K———
Kovack Advisors, Inc.
N/A—61,406-61,406-100%$525.0K———
Susquehanna International Group, LLP
N/A—57,593-57,593-100%$493.0K———
BCI Securities, Inc.
N/A—52,913-52,913-100%$452.9K———
Ionic Capital Management LLC
N/A—52,431-52,431-100%$448.8K———
Rockefeller Capital Management L.P.
N/A—51,576-51,576-100%$441.5K———
Arax Advisory Partners
N/A—50,634-50,634-100%$433.4K———
Cable Car Capital, LPA
N/A—50,000-50,000-100%$428.0K———
Douglass Winthrop Advisors, LLC
N/A—50,000-50,000-100%$428.0K———
XTX Topco Ltd
N/A—47,026-47,026-100%$402.5K———
HighTower Advisors, LLC
N/A—43,431-43,431-100%$371.8K———
Boothbay Fund Management, LLC
N/A—36,532-36,532-100%$312.7K———
Marex Group Ltd
N/A—34,946-34,946-100%$299.1K———
Virtu Financial LLC
N/A—30,088-30,088-100%$258———
Stifel Financial Corp
N/A—26,799-26,799-100%$229.4K———
Nomura Holdings Inc
N/A—26,550-26,550-100%$227.3K———
Advisors Asset Management, Inc.
N/A—25,587-25,587-100%$219.0K———
Mariner, LLC
N/A—25,309-25,309-100%$216.6K———
Waverly Advisors, LLC
N/A—25,120-25,120-100%$215.0K———
Stratos Wealth Partners, Ltd.
N/A—23,831-23,831-100%$204.0K———
Focus Partners Wealth
N/A—22,145-22,145-100%$189.6K———
Steward Partners Investment Advisory, LLC
N/A—20,785-20,785-100%$177.9K———
Private Advisor Group, LLC
N/A—20,319-20,319-100%$173.9K———
World Investment Advisors
N/A—19,334-19,334-100%$165.5K———
Principal Securities, Inc.
N/A—19,329-19,329-100%$165.5K———
Stonebridge Financial Group, LLC
N/A—18,628-18,628-100%$159.0K———
Beacon Pointe Advisors, LLC
N/A—16,000-16,000-100%$137.0K———
BlackRock, Inc.
N/A—15,878-15,878-100%$135.9K———
&partners
N/A—15,289-15,289-100%$130.9K———
SHP Wealth Management
N/A—15,070-15,070-100%$129.0K———
Cahill Financial Advisors Inc
N/A—14,548-14,548-100%$124.5K———
Two Sigma Securities, LLC
N/A—14,392-14,392-100%$123.2K———
Arkos Global Advisors
N/A—13,234-13,234-100%$113.0K———
Brave Asset Management Inc
N/A—13,000-13,000-100%$111.3K———
Everstar Asset Management, LLC
N/A—12,500-12,500-100%$107.0K———
Dakota Wealth Management
N/A—12,493-12,493-100%$106.9K———
Global Retirement Partners, LLC
N/A—12,198-12,198-100%$104.4K———
Snowden Capital Advisors LLC
N/A—11,630-11,630-100%$99.6K———
Cresset Asset Management, LLC
N/A—10,905-10,905-100%$93.3K———
Western Wealth Management, LLC
N/A—10,076-10,076-100%$86.3K———
JPMorgan Chase & Co
N/A—8,822-8,822-100%$75.4K———
PlanVest Financial, Inc
N/A—8,569-8,569-100%$73.4K———
Harbour Investments, Inc.
N/A—7,935-7,935-100%$67.9K———
Highland Investment Advisors LLC
N/A—5,850-5,850-100%$50.1K———
Rothschild Investment LLC
N/A—3,500-3,500-100%$30.0K———
Financial Gravity Companies, Inc.
N/A—1,950-1,950-100%$16.7K———
Strategic Wealth Partners, Ltd.
N/A—1,478-1,478-100%$12.7K———
Hollencrest Capital Management
N/A—1,194-1,194-100%$10.2K———
BFC Planning, Inc.
N/A—1,193-1,193-100%$10.2K———
Caldwell Sutter Capital, Inc.
N/A—1,100-1,100-100%$9.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—835-835-100%$7.2K———
HHM Wealth Advisors, LLC
N/A—818-818-100%$7.0K———
Huntington National Bank
N/A—701-701-100%$6.0K———
Webster Bank, N. A.
N/A—535-535-100%$4.6K———
Gould Capital, LLC
N/A—307-307-100%$2.6K———
Westend Capital Management, LLC
N/A—48-48-100%$411———
Allied Private Wealth LLC
N/A—40-40-100%$340———
Showing 215 of 215 institutions