BlackRock Debt Strategies (DSU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Elevated Capital Advisors, LLC

INCREASED

Shares479,123 from 462,634

Change+16,489 (+4%)

Value$4.3M (-$175.4K)

Filed 2026-11-04

GraniteShares Advisors LLC

INCREASED

Shares276,527 from 272,252

Change+4,275 (+2%)

Value$2.5M (-$152.1K)

Filed 2026-10-29

Bison Wealth, LLC

INCREASED

Shares275,748 from 186,989

Change+88,759 (+47%)

Value$2.4M (+$623.8K)

Filed 2026-10-13

Smith Asset Management Co., LLC

INCREASED

Shares196,494 from 194,122

Change+2,372 (+1%)

Value$1.8M (-$114.5K)

Filed 2026-10-16

PMG Family Office LLC

INCREASED

Shares174,981 from 168,146

Change+6,835 (+4%)

Value$1.6M (-$56.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares70,784 from 75,051

Change-4,267 (-6%)

Value$637.1K (-$90.9K)

Filed 2026-11-02

Nepsis Inc.

INCREASED

Shares67,313 from 29,646

Change+37,667 (+127%)

Value$605.8K (+$318.3K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares58,507 from 60,072

Change-1,565 (-3%)

Value$526.6K (-$56.1K)

Filed 2026-11-02

Wolverine Asset Management LLC

NEW

Shares48,330

Change+48,330

Value$435.0K

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares41,222 from 42,253

Change-1,031 (-2%)

Value$371.0K (-$38.9K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares39,115 from 21,225

Change+17,890 (+84%)

Value$352.0K (+$351.8K)

Filed 2026-11-02

Kingstone Capital Partners Texas, LLC

INCREASED

Shares38,210 from 30,934

Change+7,276 (+24%)

Value$343.9K (+$43.8K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares36,117 from 35,978

Change+139 (+0%)

Value$325.1K (-$23.9K)

Filed 2026-10-27

StoneX Group Inc.

NEW

Shares36,027

Change+36,027

Value$336.3K

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares32,583 from 29,111

Change+3,472 (+12%)

Value$293.2K (+$10.9K)

Filed 2026-11-02

UNCHANGED

Shares28,560 from 28,560

Change0 (0%)

Value$257.0K (-$20.0K)

Filed 2026-10-23

Kathmere Capital Management, LLC

INCREASED

Shares27,960 from 10,016

Change+17,944 (+179%)

Value$251.6K (+$154.5K)

Filed 2026-10-20

Cornerstone Wealth Management, LLC

UNCHANGED

Shares25,024 from 25,024

Change0 (0%)

Value$225.2K (-$17.5K)

Filed 2026-11-04

Lido Advisors, LLC

UNCHANGED

Shares24,235 from 24,235

Change0 (0%)

Value$218.1K (-$17.0K)

Filed 2026-11-04

Capital Investment Advisors, LLC

DECREASED

Shares24,025 from 26,770

Change-2,745 (-10%)

Value$216.2K (-$43.4K)

Filed 2026-10-22

Shaker Financial Services, LLC

NEW

Shares22,066

Change+22,066

Value$198.6K

Filed 2026-10-14

Trek Financial, LLC

UNCHANGED

Shares20,754 from 20,754

Change0 (0%)

Value$186.8K (-$14.5K)

Filed 2026-10-29

SeaCrest Wealth Management, LLC

DECREASED

Shares19,867 from 24,582

Change-4,715 (-19%)

Value$178.8K (-$59.6K)

Filed 2026-10-21

RFG Advisory, LLC

INCREASED

Shares19,584 from 18,582

Change+1,002 (+5%)

Value$176.3K (-$4.0K)

Filed 2026-11-03

Sowell Financial Services LLC

UNCHANGED

Shares19,311 from 19,311

Change0 (0%)

Value$173.8K (-$13.5K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

INCREASED

Shares16,872 from 14,904

Change+1,968 (+13%)

Value$151.8K (+$7.3K)

Filed 2026-10-16

KFA Private Wealth Group, LLC

INCREASED

Shares16,691 from 16,300

Change+391 (+2%)

Value$150.2K (-$7.9K)

Filed 2026-10-07

Cyndeo Wealth Partners, LLC

NEW

Shares15,000

Change+15,000

Value$135.0K

Filed 2026-10-16

Strong Retirement Solutions LLC

DECREASED

Shares14,000 from 26,500

Change-12,500 (-47%)

Value$126.0K (-$131.1K)

Filed 2026-10-07

Signal Advisors Wealth, LLC

DECREASED

Shares14,000 from 26,500

Change-12,500 (-47%)

Value$126.0K (-$131.1K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares11,704 from 11,703

Change+1 (+0%)

Value$105.3K (-$8.2K)

Filed 2026-10-30

Stevens Capital Partners

INCREASED

Shares11,000 from 10,000

Change+1,000 (+10%)

Value$99.0K (+$2.0K)

Filed 2026-10-29

Dynamic Advisor Solutions LLC

NEW

Shares10,998

Change+10,998

Value$99.0K

Filed 2026-10-13

Stirlingshire Investments, Inc.

UNCHANGED

Shares10,886 from 10,886

Change0 (0%)

Value$98.0K (-$7.6K)

Filed 2026-11-05

Greenup Street Wealth Management LLC

DECREASED

Shares10,049 from 396,179

Change-386,130 (-97%)

Value$90.4K (-$3.8M)

Filed 2026-10-28

Private Trust Co NA

UNCHANGED

Shares8,068 from 8,068

Change0 (0%)

Value$72.6K (-$5.6K)

Filed 2026-10-20

CKW Financial Group

UNCHANGED

Shares7,748 from 7,748

Change0 (0%)

Value$69 (-$74.9K)

Filed 2026-10-29

MTM Investment Management, LLC

INCREASED

Shares6,870 from 6,654

Change+216 (+3%)

Value$61.8K (-$2.7K)

Filed 2026-10-30

Activest Wealth Management

INCREASED

Shares4,007 from 3,888

Change+119 (+3%)

Value$36.1K (-$1.7K)

Filed 2026-10-15

IFP Advisors, Inc

DECREASED

Shares3,909 from 4,195

Change-286 (-7%)

Value$35.2K (-$5.5K)

Filed 2026-10-16

CoreCap Advisors, LLC

DECREASED

Shares3,842 from 4,242

Change-400 (-9%)

Value$34.6K (-$6.6K)

Filed 2026-10-08

Whipplewood Advisors, LLC

DECREASED

Shares3,788 from 98,931

Change-95,143 (-96%)

Value$34.1K (-$925.5K)

Filed 2026-10-20

Cape Investment Advisory, Inc.

DECREASED

Shares3,306 from 15,124

Change-11,818 (-78%)

Value$29.8K (-$116.9K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

UNCHANGED

Shares536 from 536

Change0 (0%)

Value$4.8K (-$375)

Filed 2026-11-04

Highline Wealth Partners LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.5K (-$350)

Filed 2026-10-19

Caldwell Trust Co

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$2.5K (-$193)

Filed 2026-10-30

AdvisorNet Financial, Inc

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-15

Axiom Investment Management LLC

CLOSED

Shares0 from 97

Change-97 (-100%)

Value$0 (-$941)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 4,444,535

Change-4,444,535 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,763,406

Change-1,763,406 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,357,719

Change-1,357,719 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 696,289

Change-696,289 (-100%)

Value—

OAK Hill Advisors LP

N/A

Shares— from 578,922

Change-578,922 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 554,585

Change-554,585 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 552,605

Change-552,605 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 390,627

Change-390,627 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 351,476

Change-351,476 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 329,048

Change-329,048 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 226,492

Change-226,492 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 221,746

Change-221,746 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 131,908

Change-131,908 (-100%)

Value—

UBS Group AG

N/A

Shares— from 118,215

Change-118,215 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 116,699

Change-116,699 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 85,502

Change-85,502 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 84,153

Change-84,153 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 73,579

Change-73,579 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 73,413

Change-73,413 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 66,445

Change-66,445 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 64,107

Change-64,107 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 58,452

Change-58,452 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 49,000

Change-49,000 (-100%)

Value—

Thrivent Financial for Lutherans

N/A

Shares— from 46,755

Change-46,755 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 43,429

Change-43,429 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 39,931

Change-39,931 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 36,578

Change-36,578 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 25,759

Change-25,759 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 22,471

Change-22,471 (-100%)

Value—

J.W. Cole Advisors, Inc.

N/A

Shares— from 21,222

Change-21,222 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 16,575

Change-16,575 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 16,017

Change-16,017 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 15,300

Change-15,300 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 13,947

Change-13,947 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,875

Change-11,875 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 11,583

Change-11,583 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,240

Change-11,240 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 11,149

Change-11,149 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,959

Change-10,959 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,870

Change-10,870 (-100%)

Value—

Whalerock Point Partners, LLC

N/A

Shares— from 10,395

Change-10,395 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 10,302

Change-10,302 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 10,129

Change-10,129 (-100%)

Value—

Matrix Private Capital Group LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 9,776

Change-9,776 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,149

Change-4,149 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,969

Change-3,969 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,169

Change-3,169 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,252

Change-2,252 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 2,169

Change-2,169 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,641

Change-1,641 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 1,005

Change-1,005 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 221

Change-221 (-100%)

Value—

Larson Financial Group LLC

N/A

Shares— from 60

Change-60 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 14

Change-14 (-100%)

Value—

	Status
Elevated Capital Advisors, LLC	INCREASED	479,123	462,634	+16,489	+4%	$4.5M	$4.3M	-$175.4K	2026-11-04
GraniteShares Advisors LLC	INCREASED	276,527	272,252	+4,275	+2%	$2.6M	$2.5M	-$152.1K	2026-10-29
Bison Wealth, LLC	INCREASED	275,748	186,989	+88,759	+47%	$1.8M	$2.4M	+$623.8K	2026-10-13
Smith Asset Management Co., LLC	INCREASED	196,494	194,122	+2,372	+1%	$1.9M	$1.8M	-$114.5K	2026-10-16
PMG Family Office LLC	INCREASED	174,981	168,146	+6,835	+4%	$1.6M	$1.6M	-$56.2K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	70,784	75,051	-4,267	-6%	$728.0K	$637.1K	-$90.9K	2026-11-02
Nepsis Inc.	INCREASED	67,313	29,646	+37,667	+127%	$287.6K	$605.8K	+$318.3K	2026-10-13
Creative Planning	DECREASED	58,507	60,072	-1,565	-3%	$582.7K	$526.6K	-$56.1K	2026-11-02
Wolverine Asset Management LLC	NEW	48,330	—	+48,330	—	—	$435.0K	—	2026-11-02
Citigroup Inc	DECREASED	41,222	42,253	-1,031	-2%	$409.9K	$371.0K	-$38.9K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	39,115	21,225	+17,890	+84%	$206	$352.0K	+$351.8K	2026-11-02
Kingstone Capital Partners Texas, LLC	INCREASED	38,210	30,934	+7,276	+24%	$300.1K	$343.9K	+$43.8K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	INCREASED	36,117	35,978	+139	+0%	$349.0K	$325.1K	-$23.9K	2026-10-27
StoneX Group Inc.	NEW	36,027	—	+36,027	—	—	$336.3K	—	2026-11-03
Kestra Advisory Services, LLC	INCREASED	32,583	29,111	+3,472	+12%	$282.4K	$293.2K	+$10.9K	2026-11-02
Register Financial Advisors LLC	UNCHANGED	28,560	28,560	0	0%	$277.0K	$257.0K	-$20.0K	2026-10-23
Kathmere Capital Management, LLC	INCREASED	27,960	10,016	+17,944	+179%	$97.2K	$251.6K	+$154.5K	2026-10-20
Cornerstone Wealth Management, LLC	UNCHANGED	25,024	25,024	0	0%	$242.7K	$225.2K	-$17.5K	2026-11-04
Lido Advisors, LLC	UNCHANGED	24,235	24,235	0	0%	$235.1K	$218.1K	-$17.0K	2026-11-04
Capital Investment Advisors, LLC	DECREASED	24,025	26,770	-2,745	-10%	$259.7K	$216.2K	-$43.4K	2026-10-22
Shaker Financial Services, LLC	NEW	22,066	—	+22,066	—	—	$198.6K	—	2026-10-14
Trek Financial, LLC	UNCHANGED	20,754	20,754	0	0%	$201.3K	$186.8K	-$14.5K	2026-10-29
SeaCrest Wealth Management, LLC	DECREASED	19,867	24,582	-4,715	-19%	$238.4K	$178.8K	-$59.6K	2026-10-21
RFG Advisory, LLC	INCREASED	19,584	18,582	+1,002	+5%	$180.2K	$176.3K	-$4.0K	2026-11-03
Sowell Financial Services LLC	UNCHANGED	19,311	19,311	0	0%	$187.3K	$173.8K	-$13.5K	2026-10-23
Concurrent Investment Advisors, LLC	INCREASED	16,872	14,904	+1,968	+13%	$144.6K	$151.8K	+$7.3K	2026-10-16
KFA Private Wealth Group, LLC	INCREASED	16,691	16,300	+391	+2%	$158.1K	$150.2K	-$7.9K	2026-10-07
Cyndeo Wealth Partners, LLC	NEW	15,000	—	+15,000	—	—	$135.0K	—	2026-10-16
Strong Retirement Solutions LLC	DECREASED	14,000	26,500	-12,500	-47%	$257.1K	$126.0K	-$131.1K	2026-10-07
Signal Advisors Wealth, LLC	DECREASED	14,000	26,500	-12,500	-47%	$257.1K	$126.0K	-$131.1K	2026-10-13
Truist Financial Corp	INCREASED	11,704	11,703	+1	+0%	$113.5K	$105.3K	-$8.2K	2026-10-30
Stevens Capital Partners	INCREASED	11,000	10,000	+1,000	+10%	$97.0K	$99.0K	+$2.0K	2026-10-29
Dynamic Advisor Solutions LLC	NEW	10,998	—	+10,998	—	—	$99.0K	—	2026-10-13
Stirlingshire Investments, Inc.	UNCHANGED	10,886	10,886	0	0%	$105.6K	$98.0K	-$7.6K	2026-11-05
Greenup Street Wealth Management LLC	DECREASED	10,049	396,179	-386,130	-97%	$3.8M	$90.4K	-$3.8M	2026-10-28
Private Trust Co NA	UNCHANGED	8,068	8,068	0	0%	$78.3K	$72.6K	-$5.6K	2026-10-20
CKW Financial Group	UNCHANGED	7,748	7,748	0	0%	$75.0K	$69	-$74.9K	2026-10-29
MTM Investment Management, LLC	INCREASED	6,870	6,654	+216	+3%	$64.5K	$61.8K	-$2.7K	2026-10-30
Activest Wealth Management	INCREASED	4,007	3,888	+119	+3%	$37.7K	$36.1K	-$1.7K	2026-10-15
IFP Advisors, Inc	DECREASED	3,909	4,195	-286	-7%	$40.7K	$35.2K	-$5.5K	2026-10-16
CoreCap Advisors, LLC	DECREASED	3,842	4,242	-400	-9%	$41.1K	$34.6K	-$6.6K	2026-10-08
Whipplewood Advisors, LLC	DECREASED	3,788	98,931	-95,143	-96%	$959.6K	$34.1K	-$925.5K	2026-10-20
Cape Investment Advisory, Inc.	DECREASED	3,306	15,124	-11,818	-78%	$146.7K	$29.8K	-$116.9K	2026-10-13
EverSource Wealth Advisors, LLC	UNCHANGED	536	536	0	0%	$5.2K	$4.8K	-$375	2026-11-04
Highline Wealth Partners LLC	UNCHANGED	500	500	0	0%	$4.9K	$4.5K	-$350	2026-10-19
Caldwell Trust Co	UNCHANGED	275	275	0	0%	$2.7K	$2.5K	-$193	2026-10-30
AdvisorNet Financial, Inc	CLOSED	0	330	-330	-100%	$3.2K	$0	-$3.2K	2026-10-15
Axiom Investment Management LLC	CLOSED	0	97	-97	-100%	$941	$0	-$941	2026-11-03
Morgan Stanley	N/A	—	4,444,535	-4,444,535	-100%	$43.1M	—	—	—
Penserra Capital Management LLC	N/A	—	1,763,406	-1,763,406	-100%	$17.1K	—	—	—
Guggenheim Capital LLC	N/A	—	1,357,719	-1,357,719	-100%	$13.2M	—	—	—
LPL Financial LLC	N/A	—	696,289	-696,289	-100%	$6.8M	—	—	—
OAK Hill Advisors LP	N/A	—	578,922	-578,922	-100%	$5.6M	—	—	—
Invesco Ltd.	N/A	—	554,585	-554,585	-100%	$5.4M	—	—	—
Bank of America Corp	N/A	—	552,605	-552,605	-100%	$5.4M	—	—	—
Ameriprise Financial Inc	N/A	—	390,627	-390,627	-100%	$3.8M	—	—	—
Advisors Asset Management, Inc.	N/A	—	351,476	-351,476	-100%	$3.4M	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	329,048	-329,048	-100%	$3.2M	—	—	—
Wells Fargo & Company	N/A	—	226,492	-226,492	-100%	$2.2M	—	—	—
Raymond James Financial Inc	N/A	—	221,746	-221,746	-100%	$2.2M	—	—	—
Royal Bank of Canada	N/A	—	131,908	-131,908	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	118,215	-118,215	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	116,699	-116,699	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	85,502	-85,502	-100%	$829.4K	—	—	—
Ethos Financial Group, LLC	N/A	—	84,153	-84,153	-100%	$816.3K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	73,579	-73,579	-100%	$714.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	73,413	-73,413	-100%	$712.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	66,445	-66,445	-100%	$644.5K	—	—	—
Modern Wealth Management, LLC	N/A	—	64,107	-64,107	-100%	$621.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	58,452	-58,452	-100%	$567	—	—	—
Advisory Services Network, LLC	N/A	—	49,000	-49,000	-100%	$475.3K	—	—	—
Thrivent Financial for Lutherans	N/A	—	46,755	-46,755	-100%	$209.2K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	43,429	-43,429	-100%	$421.3K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	39,931	-39,931	-100%	$387.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	36,578	-36,578	-100%	$354.8K	—	—	—
Clear Street Group Inc.	N/A	—	25,759	-25,759	-100%	$249.9K	—	—	—
Jane Street Group, LLC	N/A	—	22,471	-22,471	-100%	$218.0K	—	—	—
J.W. Cole Advisors, Inc.	N/A	—	21,222	-21,222	-100%	$205.9K	—	—	—
Advyzon Investment Management, LLC	N/A	—	16,575	-16,575	-100%	$160.8K	—	—	—
Logan Stone Capital, LLC	N/A	—	16,017	-16,017	-100%	$155.4K	—	—	—
Fifth Third Bancorp	N/A	—	15,300	-15,300	-100%	$148.4K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	13,947	-13,947	-100%	$135.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,875	-11,875	-100%	$115.2K	—	—	—
Private Advisor Group, LLC	N/A	—	11,583	-11,583	-100%	$112.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,240	-11,240	-100%	$109.0K	—	—	—
Boothbay Fund Management, LLC	N/A	—	11,149	-11,149	-100%	$108.1K	—	—	—
HRT Financial LP	N/A	—	10,959	-10,959	-100%	$106.0K	—	—	—
Focus Partners Wealth	N/A	—	10,870	-10,870	-100%	$105.4K	—	—	—
Whalerock Point Partners, LLC	N/A	—	10,395	-10,395	-100%	$100.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	10,302	-10,302	-100%	$99.9K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	10,129	-10,129	-100%	$98.3K	—	—	—
Matrix Private Capital Group LLC	N/A	—	10,000	-10,000	-100%	$97.0K	—	—	—
Darwin Wealth Management, LLC	N/A	—	9,776	-9,776	-100%	$94.8K	—	—	—
Allworth Financial LP	N/A	—	5,000	-5,000	-100%	$48.5K	—	—	—
Harbour Investments, Inc.	N/A	—	4,149	-4,149	-100%	$40.3K	—	—	—
Arax Advisory Partners	N/A	—	3,969	-3,969	-100%	$38.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,169	-3,169	-100%	$30.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,000	-3,000	-100%	$29.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,252	-2,252	-100%	$21.8K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	2,169	-2,169	-100%	$21.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,641	-1,641	-100%	$15.9K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	1,005	-1,005	-100%	$9.7K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	300	-300	-100%	$2.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	221	-221	-100%	$2.2K	—	—	—
Larson Financial Group LLC	N/A	—	60	-60	-100%	$578	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	14	-14	-100%	$136	—	—	—

Showing 106 of 106 institutions