Blackstone SNR Fltng RT (BSL)

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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TrueMark Investments, LLC

INCREASED

Shares85,538 from 80,558

Change+4,980 (+6%)

Value$1.1M (+$64.5K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares65,727 from 72,710

Change-6,983 (-10%)

Value$851.2K (-$90.4K)

Filed 2026-11-06

Apollon Wealth Management, LLC

DECREASED

Shares61,075 from 62,907

Change-1,832 (-3%)

Value$790.9K (-$23.7K)

Filed 2026-10-23

Tranquility Partners, LLC

DECREASED

Shares34,807 from 63,184

Change-28,377 (-45%)

Value$450.8K (-$367.5K)

Filed 2026-10-20

Merit Financial Group, LLC

DECREASED

Shares23,413 from 26,365

Change-2,952 (-11%)

Value$303.2K (-$38.2K)

Filed 2026-11-06

NTV Asset Management LLC

NEW

Shares21,156

Change+21,156

Value$274.0K

Filed 2026-10-23

Avidian Wealth Enterprises, LLC

INCREASED

Shares18,067 from 18,009

Change+58 (+0%)

Value$234.0K (+$749)

Filed 2026-10-08

Uptown Financial Advisors LLC

UNCHANGED

Shares17,320 from 17,320

Change0 (0%)

Value$224.3K ($0)

Filed 2026-10-15

Chicago Partners Investment Group LLC

INCREASED

Shares14,142 from 13,947

Change+195 (+1%)

Value$180.2K (-$1.7K)

Filed 2026-10-27

Dynamic Advisor Solutions LLC

DECREASED

Shares13,081 from 14,323

Change-1,242 (-9%)

Value$169.4K (-$16.1K)

Filed 2026-10-13

Capital Investment Advisors, LLC

DECREASED

Shares11,448 from 13,198

Change-1,750 (-13%)

Value$148.2K (-$22.7K)

Filed 2026-10-22

Milfam LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$26 ($0)

Filed 2026-10-13

Natixis

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$13 ($0)

Filed 2026-11-06

SIT Investment Associates Inc

N/A

Shares— from 822,750

Change-822,750 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 559,500

Change-559,500 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 408,440

Change-408,440 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 241,580

Change-241,580 (-100%)

Value—

UBS Group AG

N/A

Shares— from 161,504

Change-161,504 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 152,212

Change-152,212 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 100,185

Change-100,185 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 99,074

Change-99,074 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 80,558

Change-80,558 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 74,969

Change-74,969 (-100%)

Value—

CSS LLC

N/A

Shares— from 74,589

Change-74,589 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 66,482

Change-66,482 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 54,433

Change-54,433 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 45,068

Change-45,068 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 44,471

Change-44,471 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 39,616

Change-39,616 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 33,280

Change-33,280 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 32,712

Change-32,712 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 29,800

Change-29,800 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 24,177

Change-24,177 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,313

Change-23,313 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 17,026

Change-17,026 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,973

Change-16,973 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 12,491

Change-12,491 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,557

Change-10,557 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 6,645

Change-6,645 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,660

Change-4,660 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,328

Change-4,328 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,509

Change-2,509 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 250

Change-250 (-100%)

Value—

	Status
TrueMark Investments, LLC	INCREASED	85,538	80,558	+4,980	+6%	$1.0M	$1.1M	+$64.5K	2026-11-05
LPL Financial LLC	DECREASED	65,727	72,710	-6,983	-10%	$941.6K	$851.2K	-$90.4K	2026-11-06
Apollon Wealth Management, LLC	DECREASED	61,075	62,907	-1,832	-3%	$814.6K	$790.9K	-$23.7K	2026-10-23
Tranquility Partners, LLC	DECREASED	34,807	63,184	-28,377	-45%	$818.2K	$450.8K	-$367.5K	2026-10-20
Merit Financial Group, LLC	DECREASED	23,413	26,365	-2,952	-11%	$341.4K	$303.2K	-$38.2K	2026-11-06
NTV Asset Management LLC	NEW	21,156	—	+21,156	—	—	$274.0K	—	2026-10-23
Avidian Wealth Enterprises, LLC	INCREASED	18,067	18,009	+58	+0%	$233.2K	$234.0K	+$749	2026-10-08
Uptown Financial Advisors LLC	UNCHANGED	17,320	17,320	0	0%	$224.3K	$224.3K	$0	2026-10-15
Chicago Partners Investment Group LLC	INCREASED	14,142	13,947	+195	+1%	$181.9K	$180.2K	-$1.7K	2026-10-27
Dynamic Advisor Solutions LLC	DECREASED	13,081	14,323	-1,242	-9%	$185.5K	$169.4K	-$16.1K	2026-10-13
Capital Investment Advisors, LLC	DECREASED	11,448	13,198	-1,750	-13%	$170.9K	$148.2K	-$22.7K	2026-10-22
Milfam LLC	UNCHANGED	2	2	0	0%	$26	$26	$0	2026-10-13
Natixis	UNCHANGED	1	1	0	0%	$13	$13	$0	2026-11-06
SIT Investment Associates Inc	N/A	—	822,750	-822,750	-100%	$10.7M	—	—	—
Bank of America Corp	N/A	—	559,500	-559,500	-100%	$7.2M	—	—	—
Morgan Stanley	N/A	—	408,440	-408,440	-100%	$5.3M	—	—	—
Leavell Investment Management, Inc.	N/A	—	241,580	-241,580	-100%	$3.1M	—	—	—
UBS Group AG	N/A	—	161,504	-161,504	-100%	$2.1M	—	—	—
Icon Advisers Inc	N/A	—	152,212	-152,212	-100%	$2.0M	—	—	—
Loomis Sayles & Co L P	N/A	—	100,185	-100,185	-100%	$1.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	99,074	-99,074	-100%	$1.3M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	80,558	-80,558	-100%	$1.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	74,969	-74,969	-100%	$970.8K	—	—	—
CSS LLC	N/A	—	74,589	-74,589	-100%	$965.9K	—	—	—
Invesco Ltd.	N/A	—	66,482	-66,482	-100%	$860.9K	—	—	—
Raymond James Financial Inc	N/A	—	54,433	-54,433	-100%	$704.9K	—	—	—
Hilltop Holdings Inc.	N/A	—	45,068	-45,068	-100%	$583.6K	—	—	—
Almitas Capital LLC	N/A	—	44,471	-44,471	-100%	$575.9K	—	—	—
Jane Street Group, LLC	N/A	—	39,616	-39,616	-100%	$513.0K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	33,280	-33,280	-100%	$431.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	32,712	-32,712	-100%	$423.6K	—	—	—
Shufro Rose & Co LLC	N/A	—	29,800	-29,800	-100%	$385.9K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	24,177	-24,177	-100%	$313.1K	—	—	—
Captrust Financial Advisors	N/A	—	23,313	-23,313	-100%	$301.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	17,026	-17,026	-100%	$220.6K	—	—	—
Royal Bank of Canada	N/A	—	16,973	-16,973	-100%	$219.0K	—	—	—
Ethos Financial Group, LLC	N/A	—	12,491	-12,491	-100%	$161.8K	—	—	—
Stifel Financial Corp	N/A	—	10,557	-10,557	-100%	$136.7K	—	—	—
Harbour Investments, Inc.	N/A	—	6,645	-6,645	-100%	$86.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,660	-4,660	-100%	$60.4K	—	—	—
Wells Fargo & Company	N/A	—	4,328	-4,328	-100%	$56.0K	—	—	—
BlackRock, Inc.	N/A	—	2,509	-2,509	-100%	$32.5K	—	—	—
National Bank of Canada	N/A	—	250	-250	-100%	$3.2K	—	—	—

Showing 43 of 43 institutions