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BlackRock 2030 Muni Trgt TRM (BTT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mackay Shields LLC
UNCHANGED
Shares1,967,980 from 1,967,980
Change0 (0%)
Value$43.0M (-$1.8M)
Filed 2026-10-13
Sentinel Trust Co LBA
INCREASED
Shares1,917,598 from 1,274,609
Change+642,989 (+50%)
Value$41.9M (+$12.9M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,794,332 from 1,563,860
Change+230,472 (+15%)
Value$39.2M (+$3.6M)
Filed 2026-11-04
Tortoise Investment Management, LLC
INCREASED
Shares1,502,116 from 1,420,474
Change+81,642 (+6%)
Value$32.8M (+$490.4K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares833,167 from 783,682
Change+49,485 (+6%)
Value$18.2M (+$367.6K)
Filed 2026-10-13
City of London Investment Management Co LTD
DECREASED
Shares476,815 from 498,552
Change-21,737 (-4%)
Value$10.4M (-$928.4K)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares426,596 from 441,028
Change-14,432 (-3%)
Value$9.3M (-$716.5K)
Filed 2026-11-06
Narwhal Capital Management
NEW
Shares357,201
Change+357,201
Value$7.8M
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
INCREASED
Shares312,029 from 253,307
Change+58,722 (+23%)
Value$6.8M (+$1.1M)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares214,702 from 208,040
Change+6,662 (+3%)
Value$4.7M (-$43.8K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares179,501 from 191,230
Change-11,729 (-6%)
Value$3.9M (-$430.2K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
DECREASED
Shares115,681 from 117,605
Change-1,924 (-2%)
Value$2.5M (-$149.0K)
Filed 2026-10-13
Hara Capital LLC
DECREASED
Shares110,087 from 114,387
Change-4,300 (-4%)
Value$2.4M (-$198.2K)
Filed 2026-10-30
Waterfront Wealth Inc.
DECREASED
Shares92,705 from 92,920
Change-215 (0%)
Value$2.1M (-$58.3K)
Filed 2026-11-03
Amplius Wealth Advisors, LLC
DECREASED
Shares91,765 from 100,344
Change-8,579 (-9%)
Value$2.0M (-$278.7K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares77,759 from 76,869
Change+890 (+1%)
Value$1.7M (-$51.0K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares62,724 from 61,738
Change+986 (+2%)
Value$1.4M (-$47.8K)
Filed 2026-10-13
Seed Wealth Management, Inc.
UNCHANGED
Shares59,170 from 59,170
Change0 (0%)
Value$1.3M (-$53.8K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED
Shares51,734 from 51,734
Change0 (0%)
Value$1.1M (-$47.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares51,640 from 48,064
Change+3,576 (+7%)
Value$1.1M (+$34.4K)
Filed 2026-11-02
Encompass Wealth Advisors, LLC
INCREASED
Shares48,800 from 24,400
Change+24,400 (+100%)
Value$1.1M (+$510.7K)
Filed 2026-10-15
Gridiron Partners, LLC
UNCHANGED
Shares45,646 from 45,646
Change0 (0%)
Value$996.9K (-$41.5K)
Filed 2026-10-08
Pinnacle Associates LTD
DECREASED
Shares35,985 from 49,973
Change-13,988 (-28%)
Value$785.9K (-$351.0K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares30,682 from 32,207
Change-1,525 (-5%)
Value$670.1K (-$62.6K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares30,667 from 30,667
Change0 (0%)
Value$669.8K (-$27.9K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED
Shares30,501 from 33,287
Change-2,786 (-8%)
Value$666.1K (-$87.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares27,031 from 26,931
Change+100 (+0%)
Value$590.4K (-$22.3K)
Filed 2026-11-02
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares25,705 from 25,704
Change+1 (0%)
Value$561.4K (-$23.4K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares23,472 from 23,472
Change0 (0%)
Value$512.6K (-$21.4K)
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
DECREASED
Shares22,775 from 23,647
Change-872 (-4%)
Value$497.4K (-$40.6K)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares21,504 from 21,464
Change+40 (+0%)
Value$469.6K (-$18.7K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares20,570 from 16,300
Change+4,270 (+26%)
Value$449.2K (+$78.4K)
Filed 2026-10-16
Integrity Wealth Partners, LLC
NEW
Shares20,400
Change+20,400
Value$445.5K
Filed 2026-10-14
Successful Portfolios LLC
UNCHANGED
Shares20,032 from 20,032
Change0 (0%)
Value$436.5K (-$21.2K)
Filed 2026-10-09
Avior Wealth Management, LLC
INCREASED
Shares16,269 from 15,842
Change+427 (+3%)
Value$355.3K (-$5.1K)
Filed 2026-10-13
Aviance Capital Partners, LLC
DECREASED
Shares16,000 from 23,313
Change-7,313 (-31%)
Value$349.4K (-$180.9K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares14,550 from 14,550
Change0 (0%)
Value$317.8K (-$13.2K)
Filed 2026-10-29
Covenant Asset Management, LLC
UNCHANGED
Shares14,090 from 14,090
Change0 (0%)
Value$307.7K (-$12.8K)
Filed 2026-10-14
Integrated Capital Management, Inc.
DECREASED
Shares13,433 from 14,002
Change-569 (-4%)
Value$293.4K (-$25.2K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
INCREASED
Shares13,328 from 12,303
Change+1,025 (+8%)
Value$291.1K (+$11.2K)
Filed 2026-11-06
Apollon Wealth Management, LLC
NEW
Shares13,165
Change+13,165
Value$287.5K
Filed 2026-10-23
Edge Wealth Management LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$284.4K (-$11.3K)
Filed 2026-10-13
Everest Financial Group LLC
UNCHANGED
Shares12,275 from 12,275
Change0 (0%)
Value$268.1K (-$11.2K)
Filed 2026-11-06
Melfa Wealth Management, Inc.
INCREASED
Shares11,469 from 11,462
Change+7 (+0%)
Value$250.5K (-$10.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,250 from 9,816
Change+1,434 (+15%)
Value$246.0K (+$23.0K)
Filed 2026-11-02
Tamar Securities, LLC
INCREASED
Shares10,752 from 10,750
Change+2 (+0%)
Value$234.8K (-$9.7K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares10,150 from 10,150
Change0 (0%)
Value$221.7K (-$9.2K)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares7,091 from 7,091
Change0 (0%)
Value$154.9K (-$6.5K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
DECREASED
Shares6,476 from 10,226
Change-3,750 (-37%)
Value$141.4K (-$91.2K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares3,878 from 3,878
Change0 (0%)
Value$84.7K (-$3.5K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares3,115 from 4,115
Change-1,000 (-24%)
Value$68.0K (-$25.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$65.5K (-$2.7K)
Filed 2026-10-08
Noble Wealth Management PBC
DECREASED
Shares2,953 from 3,653
Change-700 (-19%)
Value$64.5K (-$18.6K)
Filed 2026-10-01
CoreCap Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$54.6K (-$2.3K)
Filed 2026-10-08
Chapman Financial Group, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$43.7K (-$1.8K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$40.1K (-$1.7K)
Filed 2026-11-02
Clark Wealth Partners
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$29.1K (-$1.2K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares1,200 from 156
Change+1,044 (+669%)
Value$26.2K (+$22.7K)
Filed 2026-11-05
Madden Securities Corp
NEW
Shares1,000
Change+1,000
Value$21.8K
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$16.2K (-$673)
Filed 2026-10-05
Bank of New Hampshire
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.9K (-$455)
Filed 2026-10-06
Evolution Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.2K (-$91)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 119,526
Change-119,526 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 30,560
Change-30,560 (-100%)
Value$0 (-$695.2K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
CLOSED
Shares0 from 11,691
Change-11,691 (-100%)
Value$0 (-$266.0K)
Filed 2026-10-30
Creative Planning
CLOSED
Shares0 from 9,128
Change-9,128 (-100%)
Value$0 (-$207.7K)
Filed 2026-11-02
Karpus Management, Inc.
N/A
Shares— from 4,641,247
Change-4,641,247 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,638,668
Change-1,638,668 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 1,485,213
Change-1,485,213 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,268,475
Change-1,268,475 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 719,925
Change-719,925 (-100%)
Value—
UBS Group AG
N/A
Shares— from 654,447
Change-654,447 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 574,482
Change-574,482 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 516,302
Change-516,302 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 507,854
Change-507,854 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 493,001
Change-493,001 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 214,188
Change-214,188 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 203,231
Change-203,231 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 178,185
Change-178,185 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 166,660
Change-166,660 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 144,042
Change-144,042 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 137,301
Change-137,301 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 119,000
Change-119,000 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 107,454
Change-107,454 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 93,598
Change-93,598 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 81,261
Change-81,261 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80,729
Change-80,729 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 78,557
Change-78,557 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 72,345
Change-72,345 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 71,425
Change-71,425 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 66,988
Change-66,988 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 63,712
Change-63,712 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 61,808
Change-61,808 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 60,653
Change-60,653 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 56,610
Change-56,610 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 51,440
Change-51,440 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 47,768
Change-47,768 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 47,381
Change-47,381 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 47,179
Change-47,179 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 43,721
Change-43,721 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 38,090
Change-38,090 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 36,533
Change-36,533 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 32,304
Change-32,304 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 31,643
Change-31,643 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 30,808
Change-30,808 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 29,067
Change-29,067 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,405
Change-28,405 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 28,273
Change-28,273 (-100%)
Value—
&partners
N/A
Shares— from 25,302
Change-25,302 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,434
Change-24,434 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 23,633
Change-23,633 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,246
Change-23,246 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 23,163
Change-23,163 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,056
Change-22,056 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,097
Change-21,097 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 20,047
Change-20,047 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,599
Change-19,599 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,784
Change-18,784 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 16,825
Change-16,825 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,529
Change-15,529 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,527
Change-15,527 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 15,404
Change-15,404 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,156
Change-15,156 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,051
Change-12,051 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 755
Change-755 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 284
Change-284 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Mackay Shields LLC
UNCHANGED1,967,9801,967,98000%$44.8M$43.0M-$1.8M2026-10-13
Sentinel Trust Co LBA
INCREASED1,917,5981,274,609+642,989+50%$29.0M$41.9M+$12.9M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED1,794,3321,563,860+230,472+15%$35.6M$39.2M+$3.6M2026-11-04
Tortoise Investment Management, LLC
INCREASED1,502,1161,420,474+81,642+6%$32.3M$32.8M+$490.4K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED833,167783,682+49,485+6%$17.8M$18.2M+$367.6K2026-10-13
City of London Investment Management Co LTD
DECREASED476,815498,552-21,737-4%$11.3M$10.4M-$928.4K2026-10-30
Merit Financial Group, LLC
DECREASED426,596441,028-14,432-3%$10.0M$9.3M-$716.5K2026-11-06
Narwhal Capital Management
NEW357,201—+357,201——$7.8M—2026-11-04
Beverly Hills Private Wealth, LLC
INCREASED312,029253,307+58,722+23%$5.8M$6.8M+$1.1M2026-11-04
Jacobi Capital Management LLC
INCREASED214,702208,040+6,662+3%$4.7M$4.7M-$43.8K2026-11-05
WealthBridge Capital Management, LLC
DECREASED179,501191,230-11,729-6%$4.4M$3.9M-$430.2K2026-10-16
Maltin Wealth Management, Inc.
DECREASED115,681117,605-1,924-2%$2.7M$2.5M-$149.0K2026-10-13
Hara Capital LLC
DECREASED110,087114,387-4,300-4%$2.6M$2.4M-$198.2K2026-10-30
Waterfront Wealth Inc.
DECREASED92,70592,920-2150%$2.1M$2.1M-$58.3K2026-11-03
Amplius Wealth Advisors, LLC
DECREASED91,765100,344-8,579-9%$2.3M$2.0M-$278.7K2026-10-20
Park Avenue Securities LLC
INCREASED77,75976,869+890+1%$1.7M$1.7M-$51.0K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED62,72461,738+986+2%$1.4M$1.4M-$47.8K2026-10-13
Seed Wealth Management, Inc.
UNCHANGED59,17059,17000%$1.3M$1.3M-$53.8K2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED51,73451,73400%$1.2M$1.1M-$47.1K2026-11-06
Commonwealth Equity Services, LLC
INCREASED51,64048,064+3,576+7%$1.1M$1.1M+$34.4K2026-11-02
Encompass Wealth Advisors, LLC
INCREASED48,80024,400+24,400+100%$555.1K$1.1M+$510.7K2026-10-15
Gridiron Partners, LLC
UNCHANGED45,64645,64600%$1.0M$996.9K-$41.5K2026-10-08
Pinnacle Associates LTD
DECREASED35,98549,973-13,988-28%$1.1M$785.9K-$351.0K2026-10-20
Oppenheimer & Co Inc
DECREASED30,68232,207-1,525-5%$732.7K$670.1K-$62.6K2026-10-26
Private Trust Co NA
UNCHANGED30,66730,66700%$697.7K$669.8K-$27.9K2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED30,50133,287-2,786-8%$753.3K$666.1K-$87.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED27,03126,931+100+0%$612.7K$590.4K-$22.3K2026-11-02
Andrew Hill Investment Advisors, Inc.
INCREASED25,70525,704+10%$584.8K$561.4K-$23.4K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED23,47223,47200%$534.0K$512.6K-$21.4K2026-10-23
Closed-End Fund Advisors, Inc.
DECREASED22,77523,647-872-4%$538.0K$497.4K-$40.6K2026-11-04
Magnus Financial Group LLC
INCREASED21,50421,464+40+0%$488.3K$469.6K-$18.7K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED20,57016,300+4,270+26%$370.8K$449.2K+$78.4K2026-10-16
Integrity Wealth Partners, LLC
NEW20,400—+20,400——$445.5K—2026-10-14
Successful Portfolios LLC
UNCHANGED20,03220,03200%$457.7K$436.5K-$21.2K2026-10-09
Avior Wealth Management, LLC
INCREASED16,26915,842+427+3%$360.4K$355.3K-$5.1K2026-10-13
Aviance Capital Partners, LLC
DECREASED16,00023,313-7,313-31%$530.4K$349.4K-$180.9K2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED14,55014,55000%$331.0K$317.8K-$13.2K2026-10-29
Covenant Asset Management, LLC
UNCHANGED14,09014,09000%$320.5K$307.7K-$12.8K2026-10-14
Integrated Capital Management, Inc.
DECREASED13,43314,002-569-4%$318.5K$293.4K-$25.2K2026-10-09
Kestra Private Wealth Services, LLC
INCREASED13,32812,303+1,025+8%$279.9K$291.1K+$11.2K2026-11-06
Apollon Wealth Management, LLC
NEW13,165—+13,165——$287.5K—2026-10-23
Edge Wealth Management LLC
UNCHANGED13,00013,00000%$295.8K$284.4K-$11.3K2026-10-13
Everest Financial Group LLC
UNCHANGED12,27512,27500%$279.3K$268.1K-$11.2K2026-11-06
Melfa Wealth Management, Inc.
INCREASED11,46911,462+7+0%$260.8K$250.5K-$10.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED11,2509,816+1,434+15%$223.0K$246.0K+$23.0K2026-11-02
Tamar Securities, LLC
INCREASED10,75210,750+2+0%$244.6K$234.8K-$9.7K2026-11-03
Summit Financial Wealth Advisors, LLC
UNCHANGED10,15010,15000%$230.9K$221.7K-$9.2K2026-10-15
Ashurst Perkins Coie Trust Co
UNCHANGED7,0917,09100%$161.3K$154.9K-$6.5K2026-10-15
Harbor Investment Advisory, LLC
DECREASED6,47610,226-3,750-37%$232.6K$141.4K-$91.2K2026-10-13
Key FInancial Inc
UNCHANGED3,8783,87800%$88.2K$84.7K-$3.5K2026-11-02
Fifth Third Bancorp
DECREASED3,1154,115-1,000-24%$93.6K$68.0K-$25.6K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED3,0003,00000%$68.3K$65.5K-$2.7K2026-10-08
Noble Wealth Management PBC
DECREASED2,9533,653-700-19%$83.1K$64.5K-$18.6K2026-10-01
CoreCap Advisors, LLC
UNCHANGED2,5002,50000%$56.9K$54.6K-$2.3K2026-10-08
Chapman Financial Group, LLC
UNCHANGED2,0002,00000%$45.5K$43.7K-$1.8K2026-10-26
Westside Investment Management, Inc.
UNCHANGED1,8341,83400%$41.7K$40.1K-$1.7K2026-11-02
Clark Wealth Partners
UNCHANGED1,3301,33000%$30.3K$29.1K-$1.2K2026-10-19
US Bancorp \de\
INCREASED1,200156+1,044+669%$3.5K$26.2K+$22.7K2026-11-05
Madden Securities Corp
NEW1,000—+1,000——$21.8K—2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED74074000%$16.8K$16.2K-$6732026-10-05
Bank of New Hampshire
UNCHANGED50050000%$11.4K$10.9K-$4552026-10-06
Evolution Wealth Management Inc.
UNCHANGED10010000%$2.3K$2.2K-$912026-10-28
Scarborough Advisors, LLC
CLOSED0119,526-119,526-100%$2.7M$0-$2.7M2026-10-16
Jefferies Financial Group Inc.
CLOSED030,560-30,560-100%$695.2K$0-$695.2K2026-11-05
Ackerman Capital Advisors, LLC
CLOSED011,691-11,691-100%$266.0K$0-$266.0K2026-10-30
Creative Planning
CLOSED09,128-9,128-100%$207.7K$0-$207.7K2026-11-02
Karpus Management, Inc.
N/A—4,641,247-4,641,247-100%$105.6M———
Pathstone Holdings, LLC
N/A—1,638,668-1,638,668-100%$37.3M———
Almitas Capital LLC
N/A—1,485,213-1,485,213-100%$33.8M———
Morgan Stanley
N/A—1,268,475-1,268,475-100%$28.9M———
Bank of America Corp
N/A—719,925-719,925-100%$16.4M———
UBS Group AG
N/A—654,447-654,447-100%$14.9M———
1607 Capital Partners, LLC
N/A—574,482-574,482-100%$13.1M———
LPL Financial LLC
N/A—516,302-516,302-100%$11.7M———
Van Eck Associates Corp
N/A—507,854-507,854-100%$11.6M———
Rivernorth Capital Management, LLC
N/A—493,001-493,001-100%$11.2M———
Focus Partners Wealth
N/A—214,188-214,188-100%$4.9M———
Stifel Financial Corp
N/A—203,231-203,231-100%$4.6M———
Advisors Asset Management, Inc.
N/A—178,185-178,185-100%$4.1M———
Dakota Wealth Management
N/A—166,660-166,660-100%$3.8M———
Envestnet Asset Management Inc
N/A—144,042-144,042-100%$3.3M———
Elgethun Capital Management
N/A—137,301-137,301-100%$3.1M———
Cohen & Steers, Inc.
N/A—119,000-119,000-100%$2.7M———
Eldridge Investment Advisors, Inc.
N/A—107,454-107,454-100%$2.4M———
Raymond James Financial Inc
N/A—93,598-93,598-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—81,261-81,261-100%$1.8M———
Royal Bank of Canada
N/A—80,729-80,729-100%$1.8M———
Ameriprise Financial Inc
N/A—78,557-78,557-100%$1.8M———
Anchor Investment Management, LLC
N/A—72,345-72,345-100%$1.6M———
Walter & Keenan Wealth Management LLC
N/A—71,425-71,425-100%$1.6M———
Fiera Capital Corp
N/A—66,988-66,988-100%$1.5M———
Petra Financial Advisors Inc
N/A—63,712-63,712-100%$1.4M———
Invesco Ltd.
N/A—61,808-61,808-100%$1.4M———
Baird Financial Group, Inc.
N/A—60,653-60,653-100%$1.4M———
Thomas J. Herzfeld Advisors, Inc.
N/A—56,610-56,610-100%$1.3M———
Private Advisor Group, LLC
N/A—51,440-51,440-100%$1.2M———
Sanctuary Advisors, LLC
N/A—47,768-47,768-100%$1.1M———
IEQ Capital, LLC
N/A—47,381-47,381-100%$1.1M———
Oder Investment Management, LLC
N/A—47,179-47,179-100%$1.1M———
HRT Financial LP
N/A—43,721-43,721-100%$994.0K———
Wellspring Financial Advisors, LLC
N/A—38,090-38,090-100%$866.5K———
Janney Montgomery Scott LLC
N/A—36,533-36,533-100%$831.0K———
EP Wealth Advisors, LLC
N/A—32,304-32,304-100%$734.9K———
Evolve Private Wealth, LLC
N/A—31,643-31,643-100%$721.3K———
Bluespring Wealth Management, LLC
N/A—30,808-30,808-100%$700.9K———
Summit Trail Advisors, LLC
N/A—29,067-29,067-100%$661.3K———
Integrated Wealth Concepts LLC
N/A—28,405-28,405-100%$646.2K———
Cerity Partners LLC
N/A—28,273-28,273-100%$643.2K———
&partners
N/A—25,302-25,302-100%$576.2K———
Susquehanna International Group, LLP
N/A—24,434-24,434-100%$555.9K———
Readystate Asset Management LP
N/A—23,633-23,633-100%$537.7K———
Steward Partners Investment Advisory, LLC
N/A—23,246-23,246-100%$528.8K———
Avise Financial Cooperative, Inc.
N/A—23,163-23,163-100%$527.0K———
HighTower Advisors, LLC
N/A—22,300-22,300-100%$507.3K———
Jane Street Group, LLC
N/A—22,056-22,056-100%$501.8K———
NewEdge Advisors, LLC
N/A—21,097-21,097-100%$480.0K———
M&T Bank Corp
N/A—20,047-20,047-100%$456.6K———
Advisory Services Network, LLC
N/A—19,599-19,599-100%$445.9K———
Northwestern Mutual Wealth Management Co
N/A—18,784-18,784-100%$427.3K———
Icon Wealth Advisors, LLC
N/A—16,825-16,825-100%$382.8K———
Cary Street Partners Financial LLC
N/A—15,529-15,529-100%$353.3K———
AQR Capital Management LLC
N/A—15,527-15,527-100%$353.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—15,404-15,404-100%$350.4K———
Cetera Investment Advisers
N/A—15,156-15,156-100%$344.8K———
Alongside, LLC
N/A—12,320-12,320-100%$280.3K———
49 Wealth Management, LLC
N/A—12,320-12,320-100%$280.3K———
MML Investors Services, LLC
N/A—12,051-12,051-100%$274.2K———
Quantinno Capital Management LP
N/A—12,000-12,000-100%$273.0K———
Tyche Wealth Partners LLC
N/A—11,650-11,650-100%$265.0K———
Summit Financial, LLC
N/A—10,005-10,005-100%$228.1K———
Garden State Investment Advisory Services LLC
N/A—9,200-9,200-100%$209.3K———
Strategic Wealth Partners, Ltd.
N/A—6,450-6,450-100%$146.7K———
Allworth Financial LP
N/A—5,966-5,966-100%$135.7K———
Colonial Trust Co / SC
N/A—5,000-5,000-100%$113.8K———
Osaic Holdings, Inc.
N/A—4,214-4,214-100%$95.9K———
Geneos Wealth Management Inc.
N/A—2,400-2,400-100%$54.6K———
Basepoint Wealth LLC
N/A—1,272-1,272-100%$28.9K———
UMB Bank, n.a.
N/A—1,100-1,100-100%$25.0K———
Rothschild Investment LLC
N/A—1,000-1,000-100%$22.8K———
Bessemer Group Inc
N/A—755-755-100%$17.0K———
Smartleaf Asset Management LLC
N/A—500-500-100%$11.3K———
Harbour Investments, Inc.
N/A—500-500-100%$11.4K———
IFG Advisory, LLC
N/A—385-385-100%$8.8K———
Clear Street Group Inc.
N/A—284-284-100%$6.5K———
Huntington National Bank
N/A—1-1-100%$23———
Wells Fargo & Company
N/A—1-1-100%$23———
Showing 146 of 146 institutions