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BlackRock Capital Alloc TR (BCAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares599,958 from 464,975
Change+134,983 (+29%)
Value$8.2M (+$812.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares237,346 from 234,106
Change+3,240 (+1%)
Value$3.3M (+$3.2M)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares180,766 from 189,561
Change-8,795 (-5%)
Value$2.5M (-$543.2K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares90,264 from 80,879
Change+9,385 (+12%)
Value$1.2M (-$51.8K)
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares86,649 from 86,649
Change0 (0%)
Value$1.2M (+$1.2M)
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares83,423 from 83,423
Change0 (0%)
Value$1.1M (-$186.0K)
Filed 2026-11-06
Formidable Asset Management, LLC
DECREASED
Shares78,874 from 80,117
Change-1,243 (-2%)
Value$1.3M (+$124.4K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares62,291 from 48,146
Change+14,145 (+29%)
Value$853.4K (+$86.4K)
Filed 2026-10-08
Winebrenner Capital Management LLC
INCREASED
Shares60,000 from 57,000
Change+3,000 (+5%)
Value$822.0K (-$86.0K)
Filed 2026-10-07
Triumph Capital Management
INCREASED
Shares46,159 from 43,443
Change+2,716 (+6%)
Value$632.4K (-$59.7K)
Filed 2026-10-14
Valen Private Capital, LLC
NEW
Shares41,495
Change+41,495
Value$568.5K
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares37,124 from 35,290
Change+1,834 (+5%)
Value$508.6K (-$53.6K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares35,850 from 35,850
Change0 (0%)
Value$491.1K (-$79.9K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares35,554 from 19,554
Change+16,000 (+82%)
Value$487.1K (+$175.6K)
Filed 2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED
Shares33,983 from 33,547
Change+436 (+1%)
Value$465.6K (-$68.8K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares31,984 from 28,536
Change+3,448 (+12%)
Value$438.2K (-$16.4K)
Filed 2026-10-23
Bison Wealth, LLC
DECREASED
Shares29,901 from 33,077
Change-3,176 (-10%)
Value$410.2K (-$118.7K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares29,025 from 18,075
Change+10,950 (+61%)
Value$398.0K (+$397.7K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares18,415 from 13,285
Change+5,130 (+39%)
Value$254.3K (+$49.2K)
Filed 2026-11-02
Eagle Rock Investment Company, LLC
UNCHANGED
Shares17,902 from 17,902
Change0 (0%)
Value$245.3K (-$39.9K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares16,938 from 19,761
Change-2,823 (-14%)
Value$232.0K (-$82.8K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares16,650 from 16,650
Change0 (0%)
Value$228.1K (-$37.1K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
DECREASED
Shares16,241 from 18,099
Change-1,858 (-10%)
Value$222.5K (-$65.8K)
Filed 2026-10-21
Advisory Solutions Group, LLC
INCREASED
Shares15,991 from 13,371
Change+2,620 (+20%)
Value$219.1K (+$6.1K)
Filed 2026-10-14
Firethorn Wealth Partners, LLC
INCREASED
Shares13,203 from 12,558
Change+645 (+5%)
Value$180.9K (-$19.2K)
Filed 2026-10-14
Davenport & Co LLC
NEW
Shares12,111
Change+12,111
Value$165.9K
Filed 2026-10-14
Creative Planning
INCREASED
Shares12,102 from 11,692
Change+410 (+4%)
Value$165.8K (-$20.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares11,353
Change+11,353
Value$155.5K
Filed 2026-11-02
Capital CS Group, LLC
NEW
Shares10,803
Change+10,803
Value$148.0K
Filed 2026-10-29
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares10,402 from 10,402
Change0 (0%)
Value$142.5K (-$23.2K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares9,368 from 9,528
Change-160 (-2%)
Value$128.3K (-$23.4K)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares5,366 from 5,366
Change0 (0%)
Value$73.5K (-$12.0K)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$68.5K (-$11.2K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares1,680 from 1,912
Change-232 (-12%)
Value$23.0K (-$7.4K)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares1,339
Change+1,339
Value$18.3K
Filed 2026-10-27
US Bancorp \de\
NEW
Shares1,000
Change+1,000
Value$13.7K
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$12.0K (-$2.0K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares851
Change+851
Value$11.7K
Filed 2026-11-06
North Star Investment Management Corp.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.9K (-$1.1K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$4.6K (-$751)
Filed 2026-10-22
Highline Wealth Partners LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$3.4K (-$558)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares200 from 50
Change+150 (+300%)
Value$2.7K (+$1.9K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares196
Change+196
Value$2.7K
Filed 2026-10-21
Aviance Capital Partners, LLC
CLOSED
Shares0 from 88,409
Change-88,409 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 13,371
Change-13,371 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-05
StoneX Group Inc.
CLOSED
Shares0 from 12,700
Change-12,700 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-03
Private Trust Co NA
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$55.8K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,605
Change-2,605 (-100%)
Value$0 (-$41.5K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 2,307
Change-2,307 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-27
IFP Advisors, Inc
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-16
Cullen T Bankers, Inc.
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-28
WPG Advisers, LLC
CLOSED
Shares0 from 1,034
Change-1,034 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-27
Founders Capital Management
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 3,603,068
Change-3,603,068 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,433,927
Change-2,433,927 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,613,297
Change-1,613,297 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,572,657
Change-1,572,657 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,551,775
Change-1,551,775 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,051,479
Change-1,051,479 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 699,927
Change-699,927 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 680,442
Change-680,442 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 580,806
Change-580,806 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 442,872
Change-442,872 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 401,718
Change-401,718 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 384,286
Change-384,286 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 356,329
Change-356,329 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 351,976
Change-351,976 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 124,513
Change-124,513 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 114,613
Change-114,613 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 104,070
Change-104,070 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 101,590
Change-101,590 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 90,490
Change-90,490 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,181
Change-81,181 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 80,205
Change-80,205 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 77,119
Change-77,119 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 61,199
Change-61,199 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 51,268
Change-51,268 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 51,089
Change-51,089 (-100%)
Value—
&partners
N/A
Shares— from 49,364
Change-49,364 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 46,000
Change-46,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 42,396
Change-42,396 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 37,467
Change-37,467 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 35,850
Change-35,850 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 31,259
Change-31,259 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,218
Change-29,218 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,329
Change-26,329 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,505
Change-24,505 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 24,141
Change-24,141 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 20,236
Change-20,236 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,830
Change-19,830 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,405
Change-19,405 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,194
Change-15,194 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,415
Change-14,415 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 12,241
Change-12,241 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,009
Change-12,009 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,442
Change-11,442 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,561
Change-9,561 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 825
Change-825 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 228
Change-228 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 211
Change-211 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 95
Change-95 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED599,958464,975+134,983+29%$7.4M$8.2M+$812.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED237,346234,106+3,240+1%$3.7K$3.3M+$3.2M2026-11-02
Lido Advisors, LLC
DECREASED180,766189,561-8,795-5%$3.0M$2.5M-$543.2K2026-11-04
Commonwealth Equity Services, LLC
INCREASED90,26480,879+9,385+12%$1.3M$1.2M-$51.8K2026-11-02
Thrivent Financial for Lutherans
UNCHANGED86,64986,64900%$1.4K$1.2M+$1.2M2026-11-05
Clearstead Advisors, LLC
UNCHANGED83,42383,42300%$1.3M$1.1M-$186.0K2026-11-06
Formidable Asset Management, LLC
DECREASED78,87480,117-1,243-2%$1.1M$1.3M+$124.4K2026-11-03
CoreCap Advisors, LLC
INCREASED62,29148,146+14,145+29%$767.0K$853.4K+$86.4K2026-10-08
Winebrenner Capital Management LLC
INCREASED60,00057,000+3,000+5%$908.0K$822.0K-$86.0K2026-10-07
Triumph Capital Management
INCREASED46,15943,443+2,716+6%$692.0K$632.4K-$59.7K2026-10-14
Valen Private Capital, LLC
NEW41,495—+41,495——$568.5K—2026-10-23
Amplius Wealth Advisors, LLC
INCREASED37,12435,290+1,834+5%$562.2K$508.6K-$53.6K2026-10-20
Elevation Point Wealth Partners, LLC
UNCHANGED35,85035,85000%$571.1K$491.1K-$79.9K2026-11-05
Oppenheimer & Co Inc
INCREASED35,55419,554+16,000+82%$311.5K$487.1K+$175.6K2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED33,98333,547+436+1%$534.4K$465.6K-$68.8K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED31,98428,536+3,448+12%$454.6K$438.2K-$16.4K2026-10-23
Bison Wealth, LLC
DECREASED29,90133,077-3,176-10%$528.9K$410.2K-$118.7K2026-10-13
Wedbush Securities Inc
INCREASED29,02518,075+10,950+61%$288$398.0K+$397.7K2026-10-22
Sovran Advisors, LLC
INCREASED18,41513,285+5,130+39%$205.1K$254.3K+$49.2K2026-11-02
Eagle Rock Investment Company, LLC
UNCHANGED17,90217,90200%$285.2K$245.3K-$39.9K2026-10-21
Truist Financial Corp
DECREASED16,93819,761-2,823-14%$314.8K$232.0K-$82.8K2026-10-30
Patriot Financial Group Insurance Agency, LLC
UNCHANGED16,65016,65000%$265.2K$228.1K-$37.1K2026-10-14
SeaCrest Wealth Management, LLC
DECREASED16,24118,099-1,858-10%$288.3K$222.5K-$65.8K2026-10-21
Advisory Solutions Group, LLC
INCREASED15,99113,371+2,620+20%$213.0K$219.1K+$6.1K2026-10-14
Firethorn Wealth Partners, LLC
INCREASED13,20312,558+645+5%$200.0K$180.9K-$19.2K2026-10-14
Davenport & Co LLC
NEW12,111—+12,111——$165.9K—2026-10-14
Creative Planning
INCREASED12,10211,692+410+4%$186.3K$165.8K-$20.5K2026-11-02
Kestra Advisory Services, LLC
NEW11,353—+11,353——$155.5K—2026-11-02
Capital CS Group, LLC
NEW10,803—+10,803——$148.0K—2026-10-29
Closed-End Fund Advisors, Inc.
UNCHANGED10,40210,40200%$165.7K$142.5K-$23.2K2026-11-04
Fifth Third Bancorp
DECREASED9,3689,528-160-2%$151.8K$128.3K-$23.4K2026-11-05
Assetmark, Inc
UNCHANGED5,3665,36600%$85.5K$73.5K-$12.0K2026-10-21
Bokf, NA
UNCHANGED5,0005,00000%$79.7K$68.5K-$11.2K2026-10-27
Lanark Financial, Inc.
DECREASED1,6801,912-232-12%$30.5K$23.0K-$7.4K2026-10-26
William Mack & Associates, Inc.
NEW1,339—+1,339——$18.3K—2026-10-27
US Bancorp \de\
NEW1,000—+1,000——$13.7K—2026-11-05
Gables Capital Management Inc.
UNCHANGED87687600%$14.0K$12.0K-$2.0K2026-11-04
PNC Financial Services Group, Inc.
NEW851—+851——$11.7K—2026-11-06
North Star Investment Management Corp.
UNCHANGED50050000%$8.0K$6.9K-$1.1K2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED33733700%$5.4K$4.6K-$7512026-10-22
Highline Wealth Partners LLC
UNCHANGED25025000%$4.0K$3.4K-$5582026-10-19
Key Capital Management, Inc
INCREASED20050+150+300%$797$2.7K+$1.9K2026-11-03
Root Financial Partners, LLC
NEW196—+196——$2.7K—2026-10-21
Aviance Capital Partners, LLC
CLOSED088,409-88,409-100%$1.4M$0-$1.4M2026-10-29
Confluence Wealth Services, Inc.
CLOSED013,371-13,371-100%$213.0K$0-$213.0K2026-11-05
StoneX Group Inc.
CLOSED012,700-12,700-100%$202.3K$0-$202.3K2026-11-03
Private Trust Co NA
CLOSED03,500-3,500-100%$55.8K$0-$55.8K2026-10-20
AdvisorNet Financial, Inc
CLOSED02,605-2,605-100%$41.5K$0-$41.5K2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED02,307-2,307-100%$36.8K$0-$36.8K2026-10-27
IFP Advisors, Inc
CLOSED01,300-1,300-100%$20.7K$0-$20.7K2026-10-16
Cullen T Bankers, Inc.
CLOSED01,250-1,250-100%$19.9K$0-$19.9K2026-10-28
WPG Advisers, LLC
CLOSED01,034-1,034-100%$16.5K$0-$16.5K2026-10-27
Founders Capital Management
CLOSED0900-900-100%$14.3K$0-$14.3K2026-10-13
Wilmington Savings Fund Society, FSB
CLOSED0700-700-100%$11.2K$0-$11.2K2026-10-23
Institute for Wealth Management, Llc.
CLOSED0450-450-100%$7.2K$0-$7.2K2026-11-06
Morgan Stanley
N/A—3,603,068-3,603,068-100%$57.4M———
Wells Fargo & Company
N/A—2,433,927-2,433,927-100%$38.8M———
Penserra Capital Management LLC
N/A—1,613,297-1,613,297-100%$25.7K———
Cohen & Steers, Inc.
N/A—1,572,657-1,572,657-100%$25.1K———
Bank of America Corp
N/A—1,551,775-1,551,775-100%$24.7M———
UBS Group AG
N/A—1,051,479-1,051,479-100%$16.8M———
Invesco Ltd.
N/A—699,927-699,927-100%$11.1M———
Royal Bank of Canada
N/A—680,442-680,442-100%$10.8M———
Ameriprise Financial Inc
N/A—580,806-580,806-100%$9.3M———
Rockefeller Capital Management L.P.
N/A—442,872-442,872-100%$7.1M———
Stifel Financial Corp
N/A—401,718-401,718-100%$6.4M———
Advisors Asset Management, Inc.
N/A—384,286-384,286-100%$6.1M———
Raymond James Financial Inc
N/A—356,329-356,329-100%$5.7M———
Keebeck Wealth Management
N/A—351,976-351,976-100%$5.6M———
Jane Street Group, LLC
N/A—124,513-124,513-100%$2.0M———
Perennial Investment Advisors, LLC
N/A—114,613-114,613-100%$1.8M———
Osaic Holdings, Inc.
N/A—104,070-104,070-100%$1.7M———
PFG Investments, LLC
N/A—101,590-101,590-100%$1.6M———
Baird Financial Group, Inc.
N/A—90,490-90,490-100%$1.4M———
Cetera Investment Advisers
N/A—81,181-81,181-100%$1.3M———
Janney Montgomery Scott LLC
N/A—80,205-80,205-100%$1.3K———
Integrated Wealth Concepts LLC
N/A—77,119-77,119-100%$1.2M———
First Trust Advisors LP
N/A—61,199-61,199-100%$974.9K———
Bramshill Investments, LLC
N/A—51,268-51,268-100%$816.7K———
Evolve Private Wealth, LLC
N/A—51,089-51,089-100%$813.8K———
&partners
N/A—49,364-49,364-100%$786.4K———
Mathes Company, Inc.
N/A—46,000-46,000-100%$733———
Summit Financial, LLC
N/A—42,396-42,396-100%$675.4K———
TD Capital Management LLC
N/A—37,467-37,467-100%$596.9K———
Vestmark Advisory Solutions, Inc.
N/A—35,850-35,850-100%$571.1K———
OneAscent Family Office, LLC
N/A—31,259-31,259-100%$498.0K———
HighTower Advisors, LLC
N/A—29,218-29,218-100%$465.4K———
Quantinno Capital Management LP
N/A—27,000-27,000-100%$430.1K———
Envestnet Asset Management Inc
N/A—26,329-26,329-100%$419.4K———
Captrust Financial Advisors
N/A—24,505-24,505-100%$390.4K———
Prosperity Consulting Group, LLC
N/A—24,141-24,141-100%$384.6K———
NorthRock Partners, LLC
N/A—20,236-20,236-100%$322.4K———
NewEdge Advisors, LLC
N/A—19,830-19,830-100%$315.9K———
Citadel Advisors LLC
N/A—19,405-19,405-100%$309.1K———
Two Sigma Securities, LLC
N/A—15,194-15,194-100%$242.0K———
Insigneo Advisory Services, LLC
N/A—14,415-14,415-100%$229.6K———
Millennium Management LLC
N/A—12,241-12,241-100%$195.0K———
Private Advisor Group, LLC
N/A—12,206-12,206-100%$194.4K———
XTX Topco Ltd
N/A—12,009-12,009-100%$191.3K———
Calton & Associates, Inc.
N/A—11,442-11,442-100%$182.3K———
Mariner, LLC
N/A—10,464-10,464-100%$166.7K———
Virtu Financial LLC
N/A—10,328-10,328-100%$165———
BlackRock, Inc.
N/A—9,561-9,561-100%$152.3K———
Clear Street Group Inc.
N/A—9,506-9,506-100%$151.4K———
Steward Partners Investment Advisory, LLC
N/A—9,081-9,081-100%$144.7K———
Global Retirement Partners, LLC
N/A—7,236-7,236-100%$115.3K———
Brown Brothers Harriman & Co
N/A—5,500-5,500-100%$87.6K———
BFC Planning, Inc.
N/A—1,750-1,750-100%$27.9K———
N.E.W. Advisory Services LLC
N/A—1,324-1,324-100%$21.1K———
Northwestern Mutual Wealth Management Co
N/A—1,296-1,296-100%$20.6K———
Quantum Portfolio Management LLC
N/A—859-859-100%$13.7K———
JPMorgan Chase & Co
N/A—825-825-100%$13.3K———
Osbon Capital Management LLC
N/A—669-669-100%$10.7K———
Bessemer Group Inc
N/A—228-228-100%$4———
Kerr Financial Planning Corp
N/A—211-211-100%$3.4K———
Harbour Investments, Inc.
N/A—200-200-100%$3.2K———
Whittier Trust Co of Nevada Inc
N/A—95-95-100%$1.5K———
Danske Bank A/S
N/A—1-1-100%$16———
Showing 118 of 118 institutions