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Blackstone Secured Lending F (BXSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strs Ohio
INCREASED
Shares7,016,000 from 4,000,000
Change+3,016,000 (+75%)
Value$168.2M (+$73.4M)
Filed 2026-10-30
Generali Asset Management SPA SGR
INCREASED
Shares2,755,004 from 2,602,594
Change+152,410 (+6%)
Value$66.1M (+$4.4M)
Filed 2026-10-26
Lunate Capital Ltd
INCREASED
Shares1,280,180 from 1,000,818
Change+279,362 (+28%)
Value$30.7M (+$7.0M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares1,240,509 from 1,288,752
Change-48,243 (-4%)
Value$29.7M (-$808.9K)
Filed 2026-11-02
Muzinich & Co., Inc.
DECREASED
Shares1,194,130 from 1,197,277
Change-3,147 (0%)
Value$28.6M (+$247.8K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares949,195 from 1,820,327
Change-871,132 (-48%)
Value$22.9M (-$20.3M)
Filed 2026-10-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares883,032 from 901,348
Change-18,316 (-2%)
Value$21.2M (-$195.9K)
Filed 2026-10-29
Allen Investment Management, LLC
DECREASED
Shares566,652 from 579,652
Change-13,000 (-2%)
Value$13.6M (-$155.2K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares557,553 from 275,514
Change+282,039 (+102%)
Value$13.4M (+$6.8M)
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED
Shares414,475 from 410,881
Change+3,594 (+1%)
Value$9.9M (+$197.1K)
Filed 2026-10-16
Columbus Macro, LLC
INCREASED
Shares392,258 from 372,288
Change+19,970 (+5%)
Value$9.4M (+$579.4K)
Filed 2026-10-14
LaFleur & Godfrey LLC
DECREASED
Shares271,827 from 277,925
Change-6,098 (-2%)
Value$6.5M (-$71.2K)
Filed 2026-10-27
QTR Family Wealth, LLC
DECREASED
Shares269,710 from 362,376
Change-92,666 (-26%)
Value$6.5M (-$2.1M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares257,631 from 251,447
Change+6,184 (+2%)
Value$6.2M (+$44.2K)
Filed 2026-11-04
Prota Financial, LLC
INCREASED
Shares245,238 from 240,592
Change+4,646 (+2%)
Value$5.9M (+$128.0K)
Filed 2026-10-08
M&G Plc
UNCHANGED
Shares225,000 from 225,000
Change0 (0%)
Value$5.4M ($0)
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
DECREASED
Shares197,383 from 198,067
Change-684 (0%)
Value$4.9M (+$36.5K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares194,105 from 145,992
Change+48,113 (+33%)
Value$4.7M (+$1.2M)
Filed 2026-10-07
Shikiar Asset Management Inc
DECREASED
Shares188,150 from 212,500
Change-24,350 (-11%)
Value$4.5M (-$526.0K)
Filed 2026-10-20
Old Second National Bank of Aurora
INCREASED
Shares178,911 from 175,465
Change+3,446 (+2%)
Value$4.3M (+$130.0K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares162,754 from 155,912
Change+6,842 (+4%)
Value$3.9M (+$206.0K)
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares155,713 from 157,735
Change-2,022 (-1%)
Value$3.7M (-$5.9K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares150,625 from 147,236
Change+3,389 (+2%)
Value$3.7M (+$123.6K)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
DECREASED
Shares150,000 from 500,000
Change-350,000 (-70%)
Value$3.6M (-$8.3M)
Filed 2026-10-09
Whipplewood Advisors, LLC
INCREASED
Shares140,121 from 121,437
Change+18,684 (+15%)
Value$3.4M (+$480.8K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED
Shares135,561 from 139,043
Change-3,482 (-2%)
Value$3.3M (-$46.0K)
Filed 2026-11-05
Hedeker Wealth, LLC
INCREASED
Shares135,177 from 61,581
Change+73,596 (+120%)
Value$3.2M (+$1.8M)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares132,350 from 105,595
Change+26,755 (+25%)
Value$3.2M (+$670.1K)
Filed 2026-10-08
Confluence Investment Management LLC
DECREASED
Shares122,536 from 146,606
Change-24,070 (-16%)
Value$2.9M (-$537.6K)
Filed 2026-10-01
Amplius Wealth Advisors, LLC
DECREASED
Shares110,795 from 146,335
Change-35,540 (-24%)
Value$2.7M (-$812.7K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares110,326 from 100,486
Change+9,840 (+10%)
Value$2.6M (+$263.1K)
Filed 2026-10-16
Guilbault Capital LLC
INCREASED
Shares106,761 from 102,419
Change+4,342 (+4%)
Value$2.6M (+$131.8K)
Filed 2026-10-28
BigSur Wealth Management LLC
UNCHANGED
Shares90,148 from 90,148
Change0 (0%)
Value$2.2M (+$24.3K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares90,053 from 76,098
Change+13,955 (+18%)
Value$2.2M (+$355.2K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares83,790 from 104,482
Change-20,692 (-20%)
Value$2.0M (-$468.0K)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED
Shares82,218 from 81,058
Change+1,160 (+1%)
Value$2.0M (+$49.7K)
Filed 2026-10-16
Embree Financial Group
DECREASED
Shares82,082 from 86,667
Change-4,585 (-5%)
Value$2.0M (-$86.6K)
Filed 2026-10-22
Apeiron RIA LLC
INCREASED
Shares81,210 from 37,978
Change+43,232 (+114%)
Value$1.9M (+$1.0M)
Filed 2026-10-08
Register Financial Advisors LLC
DECREASED
Shares80,865 from 85,237
Change-4,372 (-5%)
Value$1.9M (-$81.8K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares80,496 from 86,011
Change-5,515 (-6%)
Value$1.9M (-$109.0K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares77,330 from 69,021
Change+8,309 (+12%)
Value$1.9M (+$217.9K)
Filed 2026-10-26
Bayshore Capital Advisors, LLC
INCREASED
Shares76,893 from 60,893
Change+16,000 (+26%)
Value$1.8M (+$400.1K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares72,123 from 13,320
Change+58,803 (+441%)
Value$1.7M (+$1.4M)
Filed 2026-11-05
GFS Advisors, LLC
UNCHANGED
Shares71,550 from 71,550
Change0 (0%)
Value$1.7M (+$184.1K)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares71,494 from 68,394
Change+3,100 (+5%)
Value$1.7M (+$156.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares71,494 from 68,394
Change+3,100 (+5%)
Value$1.7M (+$156.4K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares68,532 from 54,091
Change+14,441 (+27%)
Value$1.6M (+$360.9K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares67,904 from 81,390
Change-13,486 (-17%)
Value$1.6M (-$301.4K)
Filed 2026-11-05
River Street Advisors LLC
INCREASED
Shares66,365 from 56,775
Change+9,590 (+17%)
Value$1.6M (+$245.3K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares57,855 from 27,587
Change+30,268 (+110%)
Value$1.4M (+$733.3K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED
Shares57,475 from 58,920
Change-1,445 (-2%)
Value$1.4M (-$18.8K)
Filed 2026-10-27
International Private Wealth Advisors LLC
INCREASED
Shares57,410 from 39,296
Change+18,114 (+46%)
Value$1.4M (+$445.0K)
Filed 2026-11-05
TT Capital Management LLC
INCREASED
Shares55,275 from 41,350
Change+13,925 (+34%)
Value$1.3M (+$345.1K)
Filed 2026-10-15
Ridgeline Wealth Planning, LLC
INCREASED
Shares55,056 from 45,261
Change+9,795 (+22%)
Value$1.3M (+$247.1K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares54,557 from 38,459
Change+16,098 (+42%)
Value$1.3M (+$396.4K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares54,495 from 58,103
Change-3,608 (-6%)
Value$1.3M (-$70.8K)
Filed 2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares52,943 from 52,943
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares51,675 from 51,675
Change0 (0%)
Value$1.2M (+$14.0K)
Filed 2026-11-05
Adams Asset Advisors, LLC
UNCHANGED
Shares50,169 from 50,169
Change0 (0%)
Value$1.2M (+$13.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares48,644 from 40,224
Change+8,420 (+21%)
Value$1.2M (+$230.0K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares47,731 from 13,505
Change+34,226 (+253%)
Value$1.1M (+$824.4K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares47,391 from 45,934
Change+1,457 (+3%)
Value$1.1M (+$47.3K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares46,953 from 53,278
Change-6,325 (-12%)
Value$1.1M (-$140.8K)
Filed 2026-10-08
Delphi Management Inc
INCREASED
Shares46,240 from 42,766
Change+3,474 (+8%)
Value$1.1M (+$95.0K)
Filed 2026-11-05
Griffin Asset Management, Inc.
INCREASED
Shares42,443 from 12,675
Change+29,768 (+235%)
Value$1.0M (+$717.3K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares40,287 from 39,005
Change+1,282 (+3%)
Value$966.1K (+$41.3K)
Filed 2026-10-14
Joseph P. Lucia & Associates, LLC
DECREASED
Shares35,090 from 38,985
Change-3,895 (-10%)
Value$865.4K (-$85.9K)
Filed 2026-10-30
Closed-End Fund Advisors, Inc.
INCREASED
Shares32,940 from 21,784
Change+11,156 (+51%)
Value$789.9K (+$273.4K)
Filed 2026-11-04
Summit Global Investments
INCREASED
Shares32,077 from 31,357
Change+720 (+2%)
Value$769.0K (+$26.0K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares32,013 from 30,181
Change+1,832 (+6%)
Value$767.7K (+$52.1K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
DECREASED
Shares31,641 from 31,726
Change-85 (0%)
Value$758.8K (+$6.5K)
Filed 2026-10-09
Aviso Wealth Management
DECREASED
Shares31,572 from 42,628
Change-11,056 (-26%)
Value$757.1K (-$253.6K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares31,419 from 32,194
Change-775 (-2%)
Value$753.5K (-$9.9K)
Filed 2026-10-28
KCM Investment Advisors LLC
INCREASED
Shares30,250 from 29,000
Change+1,250 (+4%)
Value$725.4K (+$37.8K)
Filed 2026-10-27
Platform Technology Partners
UNCHANGED
Shares29,924 from 29,924
Change0 (0%)
Value$717.6K (+$8.1K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares29,559 from 27,409
Change+2,150 (+8%)
Value$706.5K (+$52.2K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares29,289 from 29,213
Change+76 (+0%)
Value$702.3K (+$9.7K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares28,982 from 38,464
Change-9,482 (-25%)
Value$724.8K (-$187.1K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
INCREASED
Shares28,705 from 19,648
Change+9,057 (+46%)
Value$688.3K (+$222.5K)
Filed 2026-10-21
Basso Capital Management, L.P.
INCREASED
Shares28,600 from 25,940
Change+2,660 (+10%)
Value$685.8K (+$70.8K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares28,034 from 31,259
Change-3,225 (-10%)
Value$672.3K (-$68.9K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares27,955 from 10,681
Change+17,274 (+162%)
Value$670.4K (+$417.1K)
Filed 2026-10-23
Simplicity Wealth,LLC
NEW
Shares26,974
Change+26,974
Value$646.8K
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares26,052 from 22,951
Change+3,101 (+14%)
Value$624.7K (+$80.6K)
Filed 2026-10-08
HUB Investment Partners, LLC
DECREASED
Shares25,005 from 27,290
Change-2,285 (-8%)
Value$599.6K (-$47.4K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
UNCHANGED
Shares24,380 from 24,380
Change0 (0%)
Value$584.6K (+$6.6K)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares24,279 from 22,930
Change+1,349 (+6%)
Value$582.2K (+$38.5K)
Filed 2026-10-15
Millennium Capital Advisors, LLC
INCREASED
Shares24,163 from 24,162
Change+1 (0%)
Value$579.4K (+$6.5K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares23,942 from 32,818
Change-8,876 (-27%)
Value$574.1K (-$204.0K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares23,707 from 21,707
Change+2,000 (+9%)
Value$568.5K (+$53.8K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares23,426 from 26,077
Change-2,651 (-10%)
Value$561.8K (-$58.0K)
Filed 2026-10-30
Highline Wealth Partners LLC
DECREASED
Shares23,238 from 24,098
Change-860 (-4%)
Value$557.2K (-$14.1K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
NEW
Shares22,280
Change+22,280
Value$534.3K
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares19,978 from 23,909
Change-3,931 (-16%)
Value$479.1K (-$87.8K)
Filed 2026-11-05
Tranquility Partners, LLC
INCREASED
Shares19,733 from 15,738
Change+3,995 (+25%)
Value$473.2K (+$100.0K)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares19,558 from 16,136
Change+3,422 (+21%)
Value$469.0K (+$86.4K)
Filed 2026-10-20
Monument Capital Management
DECREASED
Shares19,203 from 20,223
Change-1,020 (-5%)
Value$460.5K (-$19.0K)
Filed 2026-10-09
Sage Investment Counsel LLC
INCREASED
Shares19,065 from 18,804
Change+261 (+1%)
Value$457.2K (+$11.3K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
DECREASED
Shares19,000 from 27,450
Change-8,450 (-31%)
Value$455.6K (-$195.2K)
Filed 2026-10-19
Axiom Investment Management LLC
DECREASED
Shares18,490 from 18,500
Change-10 (0%)
Value$443.4K (+$4.8K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
NEW
Shares17,321
Change+17,321
Value$404.1K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares17,051 from 17,051
Change0 (0%)
Value$408.9K (+$4.6K)
Filed 2026-11-03
Westbourne Investment Advisors, Inc.
INCREASED
Shares17,000 from 16,000
Change+1,000 (+6%)
Value$407.7K (+$28.3K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares16,765 from 1,227
Change+15,538 (+1266%)
Value$402.0K (+$372.9K)
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares16,490 from 16,377
Change+113 (+1%)
Value$395.4K (+$7.1K)
Filed 2026-10-09
Forum Financial Management, LP
UNCHANGED
Shares15,735 from 15,735
Change0 (0%)
Value$377.3K (+$4.2K)
Filed 2026-10-16
Accredited Investors Inc.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$359.7K (+$4.1K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares14,529 from 13,795
Change+734 (+5%)
Value$338.4K (+$11.3K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares14,003 from 12,232
Change+1,771 (+14%)
Value$337.6K (+$50.9K)
Filed 2026-10-09
PVG Asset Management Corp
INCREASED
Shares14,001 from 13,206
Change+795 (+6%)
Value$335.7K (+$22.6K)
Filed 2026-10-19
Park Avenue Securities LLC
NEW
Shares13,644
Change+13,644
Value$327.0K
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares13,546 from 14,613
Change-1,067 (-7%)
Value$324.8K (-$21.6K)
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares13,414 from 1,565
Change+11,849 (+757%)
Value$311.6K (+$274.5K)
Filed 2026-11-03
Florida Trust Wealth Management Co
UNCHANGED
Shares12,814 from 12,814
Change0 (0%)
Value$307.3K (+$3.5K)
Filed 2026-11-05
Summit Securities Group LLC
NEW
Shares12,272
Change+12,272
Value$294.3K
Filed 2026-11-05
Parsons Capital Management Inc
NEW
Shares12,160
Change+12,160
Value$291.6K
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares12,100 from 12,100
Change0 (0%)
Value$299.5K (+$3.3K)
Filed 2026-10-16
Seelaus Asset Management LLC
DECREASED
Shares12,050 from 13,050
Change-1,000 (-8%)
Value$289.0K (-$20.5K)
Filed 2026-10-14
Cidel Asset Management Inc
DECREASED
Shares11,948 from 22,600
Change-10,652 (-47%)
Value$286.5K (-$249.3K)
Filed 2026-10-29
Accurate Wealth Management, LLC
UNCHANGED
Shares11,891 from 11,891
Change0 (0%)
Value$282.5K (+$3.8K)
Filed 2026-10-20
IPG Investment Advisors LLC
UNCHANGED
Shares11,615 from 11,615
Change0 (0%)
Value$287.5K (+$3.1K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares11,587 from 10,587
Change+1,000 (+9%)
Value$277.9K (+$26.8K)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
INCREASED
Shares11,421 from 7,421
Change+4,000 (+54%)
Value$28.6M (+$28.4M)
Filed 2026-11-04
Ritholtz Wealth Management
DECREASED
Shares11,411 from 14,156
Change-2,745 (-19%)
Value$273.6K (-$62.0K)
Filed 2026-11-05
Advisor OS, LLC
DECREASED
Shares11,111 from 11,127
Change-16 (0%)
Value$266.4K (+$2.6K)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares11,070 from 11,070
Change0 (0%)
Value$265.5K (+$3.0K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares10,738 from 10,723
Change+15 (+0%)
Value$257.5K (+$3.3K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares10,510 from 10,510
Change0 (0%)
Value$252.0K (+$2.8K)
Filed 2026-10-16
Reicon Wealth Advisors, LLC
DECREASED
Shares10,375 from 19,962
Change-9,587 (-48%)
Value$248.8K (-$224.5K)
Filed 2026-11-04
Wealth Architects, LLC
NEW
Shares10,000
Change+10,000
Value$239.8K
Filed 2026-11-03
MacKenzie Financial Corp
INCREASED
Shares9,918 from 9,600
Change+318 (+3%)
Value$237.8K (+$10.2K)
Filed 2026-11-02
Glenview Trust Co
UNCHANGED
Shares9,900 from 9,900
Change0 (0%)
Value$237.4K (+$2.7K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED
Shares9,883 from 9,883
Change0 (0%)
Value$237.0K (+$5.3K)
Filed 2026-10-13
CV Advisors LLC
DECREASED
Shares9,778 from 12,030
Change-2,252 (-19%)
Value$234.5K (-$50.8K)
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares9,524
Change+9,524
Value$222.6K
Filed 2026-10-26
Peddock Capital Advisors, LLC
UNCHANGED
Shares9,450 from 9,450
Change0 (0%)
Value$226.6K (+$2.6K)
Filed 2026-10-16
Brucke Financial, Inc.
DECREASED
Shares9,389 from 9,536
Change-147 (-2%)
Value$225.1K (-$951)
Filed 2026-10-23
Patrick M Sweeney & Associates, Inc
INCREASED
Shares9,305 from 9,286
Change+19 (+0%)
Value$223.1K (+$2.9K)
Filed 2026-10-22
Paragon Capital Management Ltd
INCREASED
Shares8,879 from 8,595
Change+284 (+3%)
Value$212.9K (+$9.1K)
Filed 2026-10-09
Commerce Advisors, LLC
UNCHANGED
Shares8,734 from 8,734
Change0 (0%)
Value$209.4K (+$2.4K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$208.6K (+$2.3K)
Filed 2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED
Shares8,662 from 8,662
Change0 (0%)
Value$207.7K (+$2.3K)
Filed 2026-11-02
SMH Capital Advisors Inc
UNCHANGED
Shares8,662 from 8,662
Change0 (0%)
Value$207.7K (+$2.3K)
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares8,625 from 14,034
Change-5,409 (-39%)
Value$209.8K (-$126.1K)
Filed 2026-11-03
Activest Wealth Management
UNCHANGED
Shares8,475 from 8,475
Change0 (0%)
Value$203.2K (+$2.3K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares8,376 from 9,387
Change-1,011 (-11%)
Value$201.0K (-$22.0K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$174.1K (+$2.0K)
Filed 2026-10-23
High Note Wealth, LLC
UNCHANGED
Shares6,533 from 6,533
Change0 (0%)
Value$156.7K (+$1.8K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares3,925
Change+3,925
Value$94.1K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares3,103 from 3,000
Change+103 (+3%)
Value$74.4K (+$3.3K)
Filed 2026-10-20
Investors Research Corp
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$68.9K (+$777)
Filed 2026-10-07
Private Trust Co NA
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$62.4K (+$702)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$43.5K (+$489)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares1,528
Change+1,528
Value$36.6K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$33.1K (+$372)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares1,337
Change+1,337
Value$32.1K
Filed 2026-10-13
North Star Investment Management Corp.
DECREASED
Shares1,114 from 3,694
Change-2,580 (-70%)
Value$26.7K (-$60.9K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares1,100 from 4,301
Change-3,201 (-74%)
Value$26.4K (-$75.6K)
Filed 2026-10-16
Mather Group, Llc.
NEW
Shares789
Change+789
Value$18.9K
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares726 from 602
Change+124 (+21%)
Value$17.4K (+$3.1K)
Filed 2026-10-30
Nfsg Corp
INCREASED
Shares725 from 500
Change+225 (+45%)
Value$17.4K (+$5.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares711 from 1,511
Change-800 (-53%)
Value$17.0K (-$18.8K)
Filed 2026-11-04
Bear Mountain Capital, Inc.
NEW
Shares637
Change+637
Value$15.2K
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares481 from 466
Change+15 (+3%)
Value$12 (-$11.0K)
Filed 2026-10-22
Signature Equity Partners, LLC
NEW
Shares327
Change+327
Value$7.8K
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares254 from 246
Change+8 (+3%)
Value$6.1K (+$263)
Filed 2026-11-04
Nemes Rush Group LLC
NEW
Shares140
Change+140
Value$3.4K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.9K (+$33)
Filed 2026-10-27
Roxbury Financial LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$2.5K (+$28)
Filed 2026-10-01
Jacobi Capital Management LLC
NEW
Shares70
Change+70
Value$1.7K
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares56
Change+56
Value$1.3K
Filed 2026-10-27
Golden State Wealth Management, LLC
NEW
Shares1
Change+1
Value$24
Filed 2026-11-02
Spire Wealth Management
CLOSED
Shares0 from 54,621
Change-54,621 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 38,667
Change-38,667 (-100%)
Value$0 (-$916.8K)
Filed 2026-11-03
Blue Trust, Inc.
CLOSED
Shares0 from 19,843
Change-19,843 (-100%)
Value$0 (-$470.5K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$284.5K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 9,791
Change-9,791 (-100%)
Value$0 (-$232.1K)
Filed 2026-10-26
Cooper Financial Group
CLOSED
Shares0 from 9,494
Change-9,494 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-07
Financial Synergies Wealth Advisors, Inc.
CLOSED
Shares0 from 8,931
Change-8,931 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-16
Core Wealth Partners LLC
CLOSED
Shares0 from 8,892
Change-8,892 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 8,833
Change-8,833 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-04
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 7,898
Change-7,898 (-100%)
Value$0 (-$187.3K)
Filed 2026-11-03
First Bancorp, Inc
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$37.9K)
Filed 2026-10-26
FNY Investment Advisers, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$33.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-15
Jefferies Financial Group Inc.
CLOSED
Shares0 from 848
Change-848 (-100%)
Value$0 (-$20.1K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-13
Bayforest Capital Ltd
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$830)
Filed 2026-11-03
Obsidian CIO, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$593)
Filed 2026-11-05
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$196)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.5M (-$36.3K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 6,358,639
Change-6,358,639 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,633,953
Change-5,633,953 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,126,083
Change-5,126,083 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 4,161,539
Change-4,161,539 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,295,115
Change-3,295,115 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 3,206,530
Change-3,206,530 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,154,452
Change-3,154,452 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 2,216,715
Change-2,216,715 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,993,884
Change-1,993,884 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,501,081
Change-1,501,081 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,501,005
Change-1,501,005 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,172,912
Change-1,172,912 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,113,228
Change-1,113,228 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,068,949
Change-1,068,949 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 998,706
Change-998,706 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 895,687
Change-895,687 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 772,156
Change-772,156 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 750,000
Change-750,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 745,196
Change-745,196 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 718,144
Change-718,144 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 714,515
Change-714,515 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 699,954
Change-699,954 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 686,872
Change-686,872 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 656,405
Change-656,405 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 622,195
Change-622,195 (-100%)
Value—
FMR LLC
N/A
Shares— from 588,115
Change-588,115 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 570,796
Change-570,796 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 567,298
Change-567,298 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 512,138
Change-512,138 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 472,521
Change-472,521 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 460,164
Change-460,164 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 458,475
Change-458,475 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 389,924
Change-389,924 (-100%)
Value—
John & Kathleen Schreiber Foundation
N/A
Shares— from 381,581
Change-381,581 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 333,182
Change-333,182 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 273,166
Change-273,166 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 244,893
Change-244,893 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 241,978
Change-241,978 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 236,287
Change-236,287 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 234,390
Change-234,390 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 231,526
Change-231,526 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 215,080
Change-215,080 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 203,563
Change-203,563 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 198,141
Change-198,141 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 191,023
Change-191,023 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 187,226
Change-187,226 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 174,944
Change-174,944 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 169,800
Change-169,800 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 165,969
Change-165,969 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 165,640
Change-165,640 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 160,290
Change-160,290 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 143,326
Change-143,326 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 142,236
Change-142,236 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 141,347
Change-141,347 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 139,082
Change-139,082 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 137,152
Change-137,152 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 127,638
Change-127,638 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 127,608
Change-127,608 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 126,726
Change-126,726 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 116,743
Change-116,743 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 115,773
Change-115,773 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 115,488
Change-115,488 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 109,385
Change-109,385 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 108,433
Change-108,433 (-100%)
Value—
Blair William & Co
N/A
Shares— from 107,984
Change-107,984 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 107,151
Change-107,151 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 106,862
Change-106,862 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 105,300
Change-105,300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 103,935
Change-103,935 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 101,265
Change-101,265 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 100,295
Change-100,295 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 94,457
Change-94,457 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 93,016
Change-93,016 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 87,586
Change-87,586 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 87,262
Change-87,262 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 82,910
Change-82,910 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 79,982
Change-79,982 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 79,966
Change-79,966 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 76,036
Change-76,036 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 72,725
Change-72,725 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 71,224
Change-71,224 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 68,360
Change-68,360 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 66,082
Change-66,082 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 65,765
Change-65,765 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 64,350
Change-64,350 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 61,710
Change-61,710 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 59,758
Change-59,758 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 59,574
Change-59,574 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 59,382
Change-59,382 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 58,939
Change-58,939 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 56,557
Change-56,557 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 56,186
Change-56,186 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 54,344
Change-54,344 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 51,250
Change-51,250 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 50,297
Change-50,297 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 49,142
Change-49,142 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 47,449
Change-47,449 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 45,531
Change-45,531 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,163
Change-43,163 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 42,815
Change-42,815 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 38,218
Change-38,218 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 38,080
Change-38,080 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 37,070
Change-37,070 (-100%)
Value—
&partners
N/A
Shares— from 36,488
Change-36,488 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,317
Change-36,317 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 35,954
Change-35,954 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 34,443
Change-34,443 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 33,036
Change-33,036 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 32,399
Change-32,399 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 31,922
Change-31,922 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 30,851
Change-30,851 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 29,150
Change-29,150 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 27,216
Change-27,216 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 25,647
Change-25,647 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,154
Change-25,154 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 23,669
Change-23,669 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 23,303
Change-23,303 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 23,175
Change-23,175 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 23,032
Change-23,032 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 22,410
Change-22,410 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 22,142
Change-22,142 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 21,943
Change-21,943 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,391
Change-21,391 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,632
Change-20,632 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,239
Change-18,239 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 18,077
Change-18,077 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 17,889
Change-17,889 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 17,197
Change-17,197 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 17,124
Change-17,124 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 17,110
Change-17,110 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 16,156
Change-16,156 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,181
Change-15,181 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,004
Change-15,004 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,635
Change-14,635 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,498
Change-13,498 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,847
Change-12,847 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,773
Change-12,773 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 12,435
Change-12,435 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 12,105
Change-12,105 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,784
Change-11,784 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,550
Change-10,550 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 10,512
Change-10,512 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,465
Change-9,465 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 9,391
Change-9,391 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,231
Change-6,231 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 695
Change-695 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 598
Change-598 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 395
Change-395 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 52
Change-52 (-100%)
Value—
Status
Strs Ohio
INCREASED7,016,0004,000,000+3,016,000+75%$94.8M$168.2M+$73.4M2026-10-30
Generali Asset Management SPA SGR
INCREASED2,755,0042,602,594+152,410+6%$61.7M$66.1M+$4.4M2026-10-26
Lunate Capital Ltd
INCREASED1,280,1801,000,818+279,362+28%$23.7M$30.7M+$7.0M2026-11-05
Creative Planning
DECREASED1,240,5091,288,752-48,243-4%$30.6M$29.7M-$808.9K2026-11-02
Muzinich & Co., Inc.
DECREASED1,194,1301,197,277-3,1470%$28.4M$28.6M+$247.8K2026-10-22
Sound Income Strategies, LLC
DECREASED949,1951,820,327-871,132-48%$43.2M$22.9M-$20.3M2026-10-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED883,032901,348-18,316-2%$21.4M$21.2M-$195.9K2026-10-29
Allen Investment Management, LLC
DECREASED566,652579,652-13,000-2%$13.7M$13.6M-$155.2K2026-11-03
AlphaCore Capital LLC
INCREASED557,553275,514+282,039+102%$6.5M$13.4M+$6.8M2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED414,475410,881+3,594+1%$9.7M$9.9M+$197.1K2026-10-16
Columbus Macro, LLC
INCREASED392,258372,288+19,970+5%$8.8M$9.4M+$579.4K2026-10-14
LaFleur & Godfrey LLC
DECREASED271,827277,925-6,098-2%$6.6M$6.5M-$71.2K2026-10-27
QTR Family Wealth, LLC
DECREASED269,710362,376-92,666-26%$8.6M$6.5M-$2.1M2026-11-02
Lido Advisors, LLC
INCREASED257,631251,447+6,184+2%$6.1M$6.2M+$44.2K2026-11-04
Prota Financial, LLC
INCREASED245,238240,592+4,646+2%$5.7M$5.9M+$128.0K2026-10-08
M&G Plc
UNCHANGED225,000225,00000%$5.4M$5.4M$02026-11-04
Quadrant Private Wealth Management, LLC
DECREASED197,383198,067-6840%$4.8M$4.9M+$36.5K2026-11-04
Venture Visionary Partners LLC
INCREASED194,105145,992+48,113+33%$3.5M$4.7M+$1.2M2026-10-07
Shikiar Asset Management Inc
DECREASED188,150212,500-24,350-11%$5.0M$4.5M-$526.0K2026-10-20
Old Second National Bank of Aurora
INCREASED178,911175,465+3,446+2%$4.2M$4.3M+$130.0K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED162,754155,912+6,842+4%$3.7M$3.9M+$206.0K2026-11-02
Americana Partners, LLC
DECREASED155,713157,735-2,022-1%$3.7M$3.7M-$5.9K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED150,625147,236+3,389+2%$3.6M$3.7M+$123.6K2026-11-05
Border to Coast Pensions Partnership Ltd
DECREASED150,000500,000-350,000-70%$11.8M$3.6M-$8.3M2026-10-09
Whipplewood Advisors, LLC
INCREASED140,121121,437+18,684+15%$2.9M$3.4M+$480.8K2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED135,561139,043-3,482-2%$3.3M$3.3M-$46.0K2026-11-05
Hedeker Wealth, LLC
INCREASED135,17761,581+73,596+120%$1.5M$3.2M+$1.8M2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED132,350105,595+26,755+25%$2.5M$3.2M+$670.1K2026-10-08
Confluence Investment Management LLC
DECREASED122,536146,606-24,070-16%$3.5M$2.9M-$537.6K2026-10-01
Amplius Wealth Advisors, LLC
DECREASED110,795146,335-35,540-24%$3.5M$2.7M-$812.7K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED110,326100,486+9,840+10%$2.4M$2.6M+$263.1K2026-10-16
Guilbault Capital LLC
INCREASED106,761102,419+4,342+4%$2.4M$2.6M+$131.8K2026-10-28
BigSur Wealth Management LLC
UNCHANGED90,14890,14800%$2.2M$2.2M+$24.3K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED90,05376,098+13,955+18%$1.8M$2.2M+$355.2K2026-10-13
Independent Financial Group, LLC
DECREASED83,790104,482-20,692-20%$2.5M$2.0M-$468.0K2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED82,21881,058+1,160+1%$1.9M$2.0M+$49.7K2026-10-16
Embree Financial Group
DECREASED82,08286,667-4,585-5%$2.1M$2.0M-$86.6K2026-10-22
Apeiron RIA LLC
INCREASED81,21037,978+43,232+114%$900.5K$1.9M+$1.0M2026-10-08
Register Financial Advisors LLC
DECREASED80,86585,237-4,372-5%$2.0M$1.9M-$81.8K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED80,49686,011-5,515-6%$2.0M$1.9M-$109.0K2026-10-21
Indivisible Partners
INCREASED77,33069,021+8,309+12%$1.6M$1.9M+$217.9K2026-10-26
Bayshore Capital Advisors, LLC
INCREASED76,89360,893+16,000+26%$1.4M$1.8M+$400.1K2026-11-02
Destiny Wealth Partners, LLC
INCREASED72,12313,320+58,803+441%$307.7K$1.7M+$1.4M2026-11-05
GFS Advisors, LLC
UNCHANGED71,55071,55000%$1.5M$1.7M+$184.1K2026-11-03
Diversify Advisory Services, LLC
INCREASED71,49468,394+3,100+5%$1.6M$1.7M+$156.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED71,49468,394+3,100+5%$1.6M$1.7M+$156.4K2026-10-20
Nations Financial Group Inc,
INCREASED68,53254,091+14,441+27%$1.3M$1.6M+$360.9K2026-11-05
Bank of New York Mellon Corp
DECREASED67,90481,390-13,486-17%$1.9M$1.6M-$301.4K2026-11-05
River Street Advisors LLC
INCREASED66,36556,775+9,590+17%$1.3M$1.6M+$245.3K2026-10-22
Kestra Advisory Services, LLC
INCREASED57,85527,587+30,268+110%$654.1K$1.4M+$733.3K2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED57,47558,920-1,445-2%$1.4M$1.4M-$18.8K2026-10-27
International Private Wealth Advisors LLC
INCREASED57,41039,296+18,114+46%$931.7K$1.4M+$445.0K2026-11-05
TT Capital Management LLC
INCREASED55,27541,350+13,925+34%$980.4K$1.3M+$345.1K2026-10-15
Ridgeline Wealth Planning, LLC
INCREASED55,05645,261+9,795+22%$1.1M$1.3M+$247.1K2026-10-29
HB Wealth Management, LLC
INCREASED54,55738,459+16,098+42%$911.9K$1.3M+$396.4K2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED54,49558,103-3,608-6%$1.4M$1.3M-$70.8K2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED52,94352,94300%$1.3M$1.3M$02026-10-15
Mesirow Financial Investment Management, Inc.
UNCHANGED51,67551,67500%$1.2M$1.2M+$14.0K2026-11-05
Adams Asset Advisors, LLC
UNCHANGED50,16950,16900%$1.2M$1.2M+$13.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED48,64440,224+8,420+21%$942.8K$1.2M+$230.0K2026-10-13
Oppenheimer & Co Inc
INCREASED47,73113,505+34,226+253%$320.2K$1.1M+$824.4K2026-10-26
Simon Quick Advisors, LLC
INCREASED47,39145,934+1,457+3%$1.1M$1.1M+$47.3K2026-10-26
Farther Finance Advisors, LLC
DECREASED46,95353,278-6,325-12%$1.3M$1.1M-$140.8K2026-10-08
Delphi Management Inc
INCREASED46,24042,766+3,474+8%$1.0M$1.1M+$95.0K2026-11-05
Griffin Asset Management, Inc.
INCREASED42,44312,675+29,768+235%$300.5K$1.0M+$717.3K2026-10-22
Tempus Wealth Planning, LLC
INCREASED40,28739,005+1,282+3%$924.8K$966.1K+$41.3K2026-10-14
Joseph P. Lucia & Associates, LLC
DECREASED35,09038,985-3,895-10%$951.2K$865.4K-$85.9K2026-10-30
Closed-End Fund Advisors, Inc.
INCREASED32,94021,784+11,156+51%$516.5K$789.9K+$273.4K2026-11-04
Summit Global Investments
INCREASED32,07731,357+720+2%$743.0K$769.0K+$26.0K2026-10-28
Triumph Capital Management
INCREASED32,01330,181+1,832+6%$715.6K$767.7K+$52.1K2026-10-14
Investment Partners Asset Management, Inc.
DECREASED31,64131,726-850%$752.2K$758.8K+$6.5K2026-10-09
Aviso Wealth Management
DECREASED31,57242,628-11,056-26%$1.0M$757.1K-$253.6K2026-11-04
Choreo, LLC
DECREASED31,41932,194-775-2%$763.4K$753.5K-$9.9K2026-10-28
KCM Investment Advisors LLC
INCREASED30,25029,000+1,250+4%$687.6K$725.4K+$37.8K2026-10-27
Platform Technology Partners
UNCHANGED29,92429,92400%$709.5K$717.6K+$8.1K2026-11-02
TD Waterhouse Canada Inc.
INCREASED29,55927,409+2,150+8%$654.3K$706.5K+$52.2K2026-10-16
Perigon Wealth Management, LLC
INCREASED29,28929,213+76+0%$692.6K$702.3K+$9.7K2026-10-22
Truist Financial Corp
DECREASED28,98238,464-9,482-25%$912.0K$724.8K-$187.1K2026-10-30
Axxcess Wealth Management, LLC
INCREASED28,70519,648+9,057+46%$465.9K$688.3K+$222.5K2026-10-21
Basso Capital Management, L.P.
INCREASED28,60025,940+2,660+10%$615.0K$685.8K+$70.8K2026-10-30
Commonwealth Equity Services, LLC
DECREASED28,03431,259-3,225-10%$741.2K$672.3K-$68.9K2026-11-02
Sowell Financial Services LLC
INCREASED27,95510,681+17,274+162%$253.3K$670.4K+$417.1K2026-10-23
Simplicity Wealth,LLC
NEW26,974—+26,974——$646.8K—2026-10-23
Valeo Financial Advisors, LLC
INCREASED26,05222,951+3,101+14%$544.2K$624.7K+$80.6K2026-10-08
HUB Investment Partners, LLC
DECREASED25,00527,290-2,285-8%$647.0K$599.6K-$47.4K2026-11-03
Joel Isaacson & Co., LLC
UNCHANGED24,38024,38000%$578.1K$584.6K+$6.6K2026-11-05
Columbia Advisory Partners LLC
INCREASED24,27922,930+1,349+6%$543.7K$582.2K+$38.5K2026-10-15
Millennium Capital Advisors, LLC
INCREASED24,16324,162+10%$572.9K$579.4K+$6.5K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED23,94232,818-8,876-27%$778.1K$574.1K-$204.0K2026-11-04
United Advisor Group, LLC
INCREASED23,70721,707+2,000+9%$514.7K$568.5K+$53.8K2026-11-03
Compass Financial Management LLC
DECREASED23,42626,077-2,651-10%$619.7K$561.8K-$58.0K2026-10-30
Highline Wealth Partners LLC
DECREASED23,23824,098-860-4%$571.4K$557.2K-$14.1K2026-10-19
Concurrent Investment Advisors, LLC
NEW22,280—+22,280——$534.3K—2026-10-16
Fifth Third Bancorp
DECREASED19,97823,909-3,931-16%$566.9K$479.1K-$87.8K2026-11-05
Tranquility Partners, LLC
INCREASED19,73315,738+3,995+25%$373.2K$473.2K+$100.0K2026-10-20
Integrated Advisors Network LLC
INCREASED19,55816,136+3,422+21%$382.6K$469.0K+$86.4K2026-10-20
Monument Capital Management
DECREASED19,20320,223-1,020-5%$479.5K$460.5K-$19.0K2026-10-09
Sage Investment Counsel LLC
INCREASED19,06518,804+261+1%$445.8K$457.2K+$11.3K2026-10-26
Capstone Wealth Management Group, Inc.
DECREASED19,00027,450-8,450-31%$650.8K$455.6K-$195.2K2026-10-19
Axiom Investment Management LLC
DECREASED18,49018,500-100%$438.6K$443.4K+$4.8K2026-11-03
Chicago Partners Investment Group LLC
NEW17,321—+17,321——$404.1K—2026-10-27
Parallel Advisors, LLC
UNCHANGED17,05117,05100%$404.3K$408.9K+$4.6K2026-11-03
Westbourne Investment Advisors, Inc.
INCREASED17,00016,000+1,000+6%$379.4K$407.7K+$28.3K2026-10-20
Citigroup Inc
INCREASED16,7651,227+15,538+1266%$29.1K$402.0K+$372.9K2026-11-04
Taylor & Morgan Wealth Management, LLC
INCREASED16,49016,377+113+1%$388.3K$395.4K+$7.1K2026-10-09
Forum Financial Management, LP
UNCHANGED15,73515,73500%$373.1K$377.3K+$4.2K2026-10-16
Accredited Investors Inc.
UNCHANGED15,00015,00000%$355.7K$359.7K+$4.1K2026-11-03
Prospera Financial Services Inc
INCREASED14,52913,795+734+5%$327.1K$338.4K+$11.3K2026-11-04
Wedmont Private Capital
INCREASED14,00312,232+1,771+14%$286.7K$337.6K+$50.9K2026-10-09
PVG Asset Management Corp
INCREASED14,00113,206+795+6%$313.1K$335.7K+$22.6K2026-10-19
Park Avenue Securities LLC
NEW13,644—+13,644——$327.0K—2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED13,54614,613-1,067-7%$346.5K$324.8K-$21.6K2026-10-27
Key Capital Management, Inc
INCREASED13,4141,565+11,849+757%$37.1K$311.6K+$274.5K2026-11-03
Florida Trust Wealth Management Co
UNCHANGED12,81412,81400%$303.8K$307.3K+$3.5K2026-11-05
Summit Securities Group LLC
NEW12,272—+12,272——$294.3K—2026-11-05
Parsons Capital Management Inc
NEW12,160—+12,160——$291.6K—2026-10-28
Robertson Stephens Wealth Management, LLC
UNCHANGED12,10012,10000%$296.2K$299.5K+$3.3K2026-10-16
Seelaus Asset Management LLC
DECREASED12,05013,050-1,000-8%$309.4K$289.0K-$20.5K2026-10-14
Cidel Asset Management Inc
DECREASED11,94822,600-10,652-47%$535.9K$286.5K-$249.3K2026-10-29
Accurate Wealth Management, LLC
UNCHANGED11,89111,89100%$278.7K$282.5K+$3.8K2026-10-20
IPG Investment Advisors LLC
UNCHANGED11,61511,61500%$284.3K$287.5K+$3.1K2026-10-30
MGO One Seven LLC
INCREASED11,58710,587+1,000+9%$251.0K$277.9K+$26.8K2026-10-28
Union Bancaire Privee, UBP SA
INCREASED11,4217,421+4,000+54%$182.7K$28.6M+$28.4M2026-11-04
Ritholtz Wealth Management
DECREASED11,41114,156-2,745-19%$335.6K$273.6K-$62.0K2026-11-05
Advisor OS, LLC
DECREASED11,11111,127-160%$263.8K$266.4K+$2.6K2026-11-03
Bokf, NA
UNCHANGED11,07011,07000%$262.5K$265.5K+$3.0K2026-10-27
Klingman & Associates, LLC
INCREASED10,73810,723+15+0%$254.2K$257.5K+$3.3K2026-10-20
TCV Trust & Wealth Management, Inc.
UNCHANGED10,51010,51000%$249.2K$252.0K+$2.8K2026-10-16
Reicon Wealth Advisors, LLC
DECREASED10,37519,962-9,587-48%$473.3K$248.8K-$224.5K2026-11-04
Wealth Architects, LLC
NEW10,000—+10,000——$239.8K—2026-11-03
MacKenzie Financial Corp
INCREASED9,9189,600+318+3%$227.6K$237.8K+$10.2K2026-11-02
Glenview Trust Co
UNCHANGED9,9009,90000%$234.7K$237.4K+$2.7K2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED9,8839,88300%$231.7K$237.0K+$5.3K2026-10-13
CV Advisors LLC
DECREASED9,77812,030-2,252-19%$285.2K$234.5K-$50.8K2026-10-13
Transce3nd, LLC
NEW9,524—+9,524——$222.6K—2026-10-26
Peddock Capital Advisors, LLC
UNCHANGED9,4509,45000%$224.1K$226.6K+$2.6K2026-10-16
Brucke Financial, Inc.
DECREASED9,3899,536-147-2%$226.1K$225.1K-$9512026-10-23
Patrick M Sweeney & Associates, Inc
INCREASED9,3059,286+19+0%$220.2K$223.1K+$2.9K2026-10-22
Paragon Capital Management Ltd
INCREASED8,8798,595+284+3%$203.8K$212.9K+$9.1K2026-10-09
Commerce Advisors, LLC
UNCHANGED8,7348,73400%$207.1K$209.4K+$2.4K2026-10-19
Signature Estate & Investment Advisors LLC
UNCHANGED8,7008,70000%$206.3K$208.6K+$2.3K2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED8,6628,66200%$205.4K$207.7K+$2.3K2026-11-02
SMH Capital Advisors Inc
UNCHANGED8,6628,66200%$205.4K$207.7K+$2.3K2026-10-29
StoneX Group Inc.
DECREASED8,62514,034-5,409-39%$336.0K$209.8K-$126.1K2026-11-03
Activest Wealth Management
UNCHANGED8,4758,47500%$200.9K$203.2K+$2.3K2026-10-15
Wedbush Securities Inc
DECREASED8,3769,387-1,011-11%$223.0K$201.0K-$22.0K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED7,2607,26000%$172.1K$174.1K+$2.0K2026-10-23
High Note Wealth, LLC
UNCHANGED6,5336,53300%$154.9K$156.7K+$1.8K2026-10-27
Root Financial Partners, LLC
NEW3,925—+3,925——$94.1K—2026-10-21
Physician Wealth Advisors, Inc.
INCREASED3,1033,000+103+3%$71.1K$74.4K+$3.3K2026-10-20
Investors Research Corp
UNCHANGED2,8752,87500%$68.2K$68.9K+$7772026-10-07
Private Trust Co NA
UNCHANGED2,6012,60100%$61.7K$62.4K+$7022026-10-20
Armstrong Advisory Group, Inc
UNCHANGED1,8121,81200%$43.0K$43.5K+$4892026-10-09
Latitude Advisors, LLC
NEW1,528—+1,528——$36.6K—2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED1,3801,38000%$32.7K$33.1K+$3722026-10-23
Clayton Financial Group LLC
NEW1,337—+1,337——$32.1K—2026-10-13
North Star Investment Management Corp.
DECREASED1,1143,694-2,580-70%$87.6K$26.7K-$60.9K2026-10-27
IFP Advisors, Inc
DECREASED1,1004,301-3,201-74%$102.0K$26.4K-$75.6K2026-10-16
Mather Group, Llc.
NEW789—+789——$18.9K—2026-10-14
Provenance Wealth Advisors, LLC
INCREASED726602+124+21%$14.3K$17.4K+$3.1K2026-10-30
Nfsg Corp
INCREASED725500+225+45%$11.9K$17.4K+$5.5K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED7111,511-800-53%$35.8K$17.0K-$18.8K2026-11-04
Bear Mountain Capital, Inc.
NEW637—+637——$15.2K—2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED481466+15+3%$11.0K$12-$11.0K2026-10-22
Signature Equity Partners, LLC
NEW327—+327——$7.8K—2026-10-29
Creative Financial Designs Inc
INCREASED254246+8+3%$5.8K$6.1K+$2632026-11-04
Nemes Rush Group LLC
NEW140—+140——$3.4K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED12012000%$2.8K$2.9K+$332026-10-27
Roxbury Financial LLC
UNCHANGED10410400%$2.5K$2.5K+$282026-10-01
Jacobi Capital Management LLC
NEW70—+70——$1.7K—2026-11-05
Lynch Investment Planning, LLC
NEW56—+56——$1.3K—2026-10-27
Golden State Wealth Management, LLC
NEW1—+1——$24—2026-11-02
Spire Wealth Management
CLOSED054,621-54,621-100%$1.3M$0-$1.3M2026-10-30
Wellington Shields & Co., LLC
CLOSED038,667-38,667-100%$916.8K$0-$916.8K2026-11-03
Blue Trust, Inc.
CLOSED019,843-19,843-100%$470.5K$0-$470.5K2026-10-15
Almanack Investment Partners, Llc.
CLOSED012,000-12,000-100%$284.5K$0-$284.5K2026-11-03
Flagship Harbor Advisors, LLC
CLOSED09,791-9,791-100%$232.1K$0-$232.1K2026-10-26
Cooper Financial Group
CLOSED09,494-9,494-100%$225.1K$0-$225.1K2026-10-07
Financial Synergies Wealth Advisors, Inc.
CLOSED08,931-8,931-100%$211.8K$0-$211.8K2026-10-16
Core Wealth Partners LLC
CLOSED08,892-8,892-100%$210.8K$0-$210.8K2026-11-02
Simplex Trading, LLC
CLOSED08,833-8,833-100%$209.4K$0-$209.4K2026-11-04
Wellington Shields Capital Management, LLC
CLOSED07,898-7,898-100%$187.3K$0-$187.3K2026-11-03
First Bancorp, Inc
CLOSED01,600-1,600-100%$37.9K$0-$37.9K2026-10-26
FNY Investment Advisers, LLC
CLOSED01,400-1,400-100%$33.0K$0-$33.0K2026-10-16
AdvisorNet Financial, Inc
CLOSED01,000-1,000-100%$23.7K$0-$23.7K2026-10-15
Jefferies Financial Group Inc.
CLOSED0848-848-100%$20.1K$0-$20.1K2026-11-05
Salem Investment Counselors Inc
CLOSED0250-250-100%$6.1K$0-$6.1K2026-10-13
Beacon Investment Advisory Services, Inc.
CLOSED0147-147-100%$3.5K$0-$3.5K2026-10-13
Bayforest Capital Ltd
CLOSED035-35-100%$830$0-$8302026-11-03
Obsidian CIO, LLC
CLOSED025-25-100%$593$0-$5932026-11-05
JFS Wealth Advisors, LLC
CLOSED08-8-100%$196$0-$1962026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.5M$2.5M-$36.3K2026-10-29
Morgan Stanley
N/A—6,358,639-6,358,639-100%$150.8M———
Bank of America Corp
N/A—5,633,953-5,633,953-100%$133.6M———
UBS Group AG
N/A—5,126,083-5,126,083-100%$121.5M———
Van Eck Associates Corp
N/A—4,161,539-4,161,539-100%$98.7M———
Ensign Peak Advisors, Inc
N/A—3,295,115-3,295,115-100%$78.1M———
Blackstone Inc.
N/A—3,206,530-3,206,530-100%$76.0M———
Nomura Asset Management Co LTD
N/A—3,154,452-3,154,452-100%$74.8M———
Omers Administration Corp
N/A—2,216,715-2,216,715-100%$52.6M———
Wells Fargo & Company
N/A—1,993,884-1,993,884-100%$47.3M———
Royal Bank of Canada
N/A—1,501,081-1,501,081-100%$35.6M———
JPMorgan Chase & Co
N/A—1,501,005-1,501,005-100%$37.0M———
Cresset Asset Management, LLC
N/A—1,172,912-1,172,912-100%$28.7M———
HighTower Advisors, LLC
N/A—1,113,228-1,113,228-100%$26.4M———
Goldman Sachs Group Inc
N/A—1,068,949-1,068,949-100%$25.3M———
Russell Investments Group, Ltd.
N/A—998,706-998,706-100%$23.7M———
Ares Management LLC
N/A—895,687-895,687-100%$21.2M———
Progeny 3, Inc.
N/A—772,156-772,156-100%$18.3M———
Altshuler Shaham Ltd
N/A—750,000-750,000-100%$17.8M———
BlackRock, Inc.
N/A—745,196-745,196-100%$17.7M———
Clarity Financial LLC
N/A—718,144-718,144-100%$17.0M———
Two Sigma Investments, LP
N/A—714,515-714,515-100%$16.9M———
D. E. Shaw & Co., Inc.
N/A—699,954-699,954-100%$16.6M———
LPL Financial LLC
N/A—686,872-686,872-100%$16.3M———
Raymond James Financial Inc
N/A—656,405-656,405-100%$15.6M———
Rockefeller Capital Management L.P.
N/A—622,195-622,195-100%$14.8M———
FMR LLC
N/A—588,115-588,115-100%$13.9M———
Janney Montgomery Scott LLC
N/A—570,796-570,796-100%$13.5M———
Ameriprise Financial Inc
N/A—567,298-567,298-100%$13.5M———
Franklin Resources Inc
N/A—512,138-512,138-100%$12.1M———
Brown Brothers Harriman & Co
N/A—472,521-472,521-100%$11.2M———
Envestnet Asset Management Inc
N/A—460,164-460,164-100%$10.9M———
Cetera Investment Advisers
N/A—458,475-458,475-100%$10.9M———
All Terrain Financial Advisors, LLC
N/A—389,924-389,924-100%$9.2M———
John & Kathleen Schreiber Foundation
N/A—381,581-381,581-100%$9.0M———
GCM Grosvenor Holdings, LLC
N/A—350,000-350,000-100%$8.3M———
State Street Corp
N/A—333,182-333,182-100%$8.2M———
Osaic Holdings, Inc.
N/A—273,166-273,166-100%$6.5M———
Focus Partners Wealth
N/A—244,893-244,893-100%$5.8M———
Sanctuary Advisors, LLC
N/A—241,978-241,978-100%$5.7M———
Perissos Private Wealth Management, LLC
N/A—236,287-236,287-100%$5.6M———
HRT Financial LP
N/A—234,390-234,390-100%$5.6M———
Sfmg, LLC
N/A—231,526-231,526-100%$5.5M———
Advisors Asset Management, Inc.
N/A—215,080-215,080-100%$5.1M———
Steward Partners Investment Advisory, LLC
N/A—203,563-203,563-100%$4.8M———
Ilex Capital Partners (UK) LLP
N/A—198,141-198,141-100%$4.7M———
Denali Advisors LLC
N/A—191,023-191,023-100%$4.5M———
QVT Financial LP
N/A—187,226-187,226-100%$4.4M———
Mariner, LLC
N/A—174,944-174,944-100%$4.1M———
Callodine Capital Management, LP
N/A—169,800-169,800-100%$4.0M———
Jupiter Asset Management LTD
N/A—165,969-165,969-100%$3.9M———
Stifel Financial Corp
N/A—165,640-165,640-100%$3.9M———
Naviter Wealth, LLC
N/A—160,290-160,290-100%$3.9M———
Arkadios Wealth Advisors
N/A—143,326-143,326-100%$3.4M———
Vestmark Advisory Solutions, Inc.
N/A—142,236-142,236-100%$3.4M———
Baird Financial Group, Inc.
N/A—141,347-141,347-100%$3.4M———
Transcend Capital Advisors, LLC
N/A—139,082-139,082-100%$3.3M———
Magnolia Capital Advisors LLC
N/A—137,152-137,152-100%$3.3M———
Parkwood LLC
N/A—127,638-127,638-100%$3.0M———
Waterloo Capital, L.P.
N/A—127,608-127,608-100%$3.0M———
Schonfeld Strategic Advisors LLC
N/A—126,726-126,726-100%$3.0M———
Cornerstone Advisory, LLC
N/A—116,743-116,743-100%$2.8M———
Institute for Wealth Management, Llc.
N/A—115,773-115,773-100%$2.7M———
Pine Valley Investments Ltd Liability Co
N/A—115,488-115,488-100%$2.7M———
Sequoia Financial Advisors, LLC
N/A—109,385-109,385-100%$2.6M———
Ethos Financial Group, LLC
N/A—108,433-108,433-100%$2.5M———
Blair William & Co
N/A—107,984-107,984-100%$2.6M———
Summit Financial, LLC
N/A—107,151-107,151-100%$2.6M———
MAI Capital Management
N/A—106,862-106,862-100%$2.6M———
ArchPoint Investors
N/A—105,300-105,300-100%$2.6M———
Global Retirement Partners, LLC
N/A—103,935-103,935-100%$2.5M———
Citadel Advisors LLC
N/A—101,265-101,265-100%$2.4M———
Providence Capital Advisors, LLC
N/A—100,295-100,295-100%$2.4M———
Susquehanna International Group, LLP
N/A—94,457-94,457-100%$2.2M———
Osbon Capital Management LLC
N/A—93,016-93,016-100%$2.2M———
Lazard Asset Management LLC
N/A—87,586-87,586-100%$2.1M———
UMB Bank, n.a.
N/A—87,262-87,262-100%$2.1M———
Cerity Partners LLC
N/A—82,910-82,910-100%$2.0M———
Legacy Wealth Advisors, LLC
N/A—79,982-79,982-100%$1.9M———
Arax Advisory Partners
N/A—79,966-79,966-100%$1.9M———
Icon Wealth Advisors, LLC
N/A—76,036-76,036-100%$1.8M———
Truvestments Capital LLC
N/A—72,725-72,725-100%$1.7M———
Invesco Ltd.
N/A—71,224-71,224-100%$1.7M———
Smith, Moore & Co.
N/A—68,360-68,360-100%$1.6M———
CIBC World Market Inc.
N/A—66,082-66,082-100%$1.6M———
Belpointe Asset Management LLC
N/A—65,765-65,765-100%$1.6M———
1832 Asset Management L.P.
N/A—64,350-64,350-100%$1.5M———
Bramshill Investments, LLC
N/A—61,710-61,710-100%$1.5M———
Fiduciary Group, LLC
N/A—59,758-59,758-100%$1.4M———
XTX Topco Ltd
N/A—59,574-59,574-100%$1.4M———
Pathstone Holdings, LLC
N/A—59,382-59,382-100%$1.4M———
Fiduciary Trust Co
N/A—58,939-58,939-100%$1.4M———
Proficio Capital Partners LLC
N/A—56,557-56,557-100%$1.3M———
CFO4Life Group, LLC
N/A—56,186-56,186-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—54,344-54,344-100%$1.3M———
HSBC Holdings PLC
N/A—51,250-51,250-100%$1.2M———
Evercore Wealth Management, LLC
N/A—50,297-50,297-100%$1.2M———
NewEdge Advisors, LLC
N/A—49,142-49,142-100%$1.2M———
Brown Advisory Inc
N/A—47,449-47,449-100%$1.1M———
Jump Financial, LLC
N/A—45,531-45,531-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—43,163-43,163-100%$1.0M———
Marble Wealth, LLC
N/A—42,815-42,815-100%$1.0M———
Leavell Investment Management, Inc.
N/A—38,218-38,218-100%$935.6K———
Neuberger Berman Group LLC
N/A—38,080-38,080-100%$902.9K———
Ameritas Advisory Services, LLC
N/A—37,070-37,070-100%$878.9K———
&partners
N/A—36,488-36,488-100%$865.1K———
Equitable Holdings, Inc.
N/A—36,317-36,317-100%$861.1K———
BBR Partners, LLC
N/A—35,954-35,954-100%$852.5K———
Capstone Investment Advisors, LLC
N/A—34,443-34,443-100%$816.6K———
Capital Fund Management S.A.
N/A—33,036-33,036-100%$783.3K———
Bank of Montreal
N/A—32,399-32,399-100%$768.2K———
IEQ Capital, LLC
N/A—31,922-31,922-100%$756.9K———
Regatta Research & Money Management
N/A—30,851-30,851-100%$731.4K———
Werba Rubin Papier Wealth Management
N/A—29,150-29,150-100%$691.1K———
LM Advisors LLC
N/A—27,216-27,216-100%$666———
Rathbones Group PLC
N/A—27,000-27,000-100%$640.2K———
Guggenheim Capital LLC
N/A—25,647-25,647-100%$608.1K———
AQR Capital Management LLC
N/A—25,154-25,154-100%$596.4K———
Nomura Holdings Inc
N/A—23,669-23,669-100%$561.2K———
Quantbot Technologies LP
N/A—23,303-23,303-100%$552.5K———
Everpar Advisors LLC
N/A—23,175-23,175-100%$549.5K———
Moors & Cabot, Inc.
N/A—23,032-23,032-100%$546.1K———
Pinnacle Financial Partners, Inc.
N/A—22,410-22,410-100%$531.3K———
Wealthspire Advisors, LLC
N/A—22,142-22,142-100%$525.0K———
Empowered Funds, LLC
N/A—21,943-21,943-100%$520.3K———
CIBC Bancorp USA Inc.
N/A—21,391-21,391-100%$507.2K———
MML Investors Services, LLC
N/A—20,632-20,632-100%$489.2K———
ExodusPoint Capital Management, LP
N/A—20,400-20,400-100%$483.7K———
Private Advisor Group, LLC
N/A—18,239-18,239-100%$432.5K———
National Bank of Canada
N/A—18,077-18,077-100%$428.4K———
Virtus Investment Advisers, LLC
N/A—17,889-17,889-100%$424.1K———
Walter & Keenan Wealth Management LLC
N/A—17,197-17,197-100%$407.7K———
Comprehensive Money Management Services LLC
N/A—17,156-17,156-100%$406.8K———
Manufacturers Life Insurance Company, the
N/A—17,124-17,124-100%$406.0K———
Valtrion Capital Management, LLC
N/A—17,110-17,110-100%$405.7K———
Texas Yale Capital Corp.
N/A—16,156-16,156-100%$383.1K———
Windsor Advisory Group, LLC
N/A—15,975-15,975-100%$378.8K———
Mercer Global Advisors Inc
N/A—15,181-15,181-100%$359.9K———
Stratos Wealth Partners, Ltd.
N/A—15,004-15,004-100%$355.7K———
NewEdge Wealth, LLC
N/A—14,635-14,635-100%$347.0K———
Tidal Investments LLC
N/A—14,600-14,600-100%$346.2K———
Integrated Wealth Concepts LLC
N/A—13,498-13,498-100%$320.0K———
Captrust Financial Advisors
N/A—12,847-12,847-100%$304.6K———
Advyzon Investment Management, LLC
N/A—12,773-12,773-100%$302.8K———
Mission Hills Financial Advisory, LLC
N/A—12,579-12,579-100%$298.2K———
Barnett & Company, Inc.
N/A—12,435-12,435-100%$294.8K———
Independent Advisor Alliance
N/A—12,105-12,105-100%$287.0K———
Bull Harbor Capital LLC
N/A—12,000-12,000-100%$284.5K———
Harbour Investments, Inc.
N/A—11,910-11,910-100%$282.4K———
Pallas Capital Advisors LLC
N/A—11,784-11,784-100%$279.4K———
Jaffetilchin Investment Partners, LLC
N/A—11,278-11,278-100%$267.4K———
Allworth Financial LP
N/A—11,150-11,150-100%$264.4K———
Pasadena Private Wealth, LLC
N/A—10,550-10,550-100%$250.1K———
Palliser Capital (UK) LtdA
N/A—10,517-10,517-100%$249.4K———
Aquatic Capital Management LLC
N/A—10,512-10,512-100%$249.2K———
Hardy Reed LLC
N/A—10,166-10,166-100%$241.0K———
Price T Rowe Associates Inc
N/A—9,465-9,465-100%$225.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—9,391-9,391-100%$222.7K———
HM Payson & Co
N/A—8,650-8,650-100%$205.1K———
Vines Capital Management, LLC
N/A—8,534-8,534-100%$202.3K———
Squarepoint Ops LLC
N/A—8,497-8,497-100%$201.5K———
Rothschild Investment LLC
N/A—7,915-7,915-100%$187.7K———
Ameriflex Group, Inc.
N/A—6,231-6,231-100%$147.7K———
SG Americas Securities, LLC
N/A—5,232-5,232-100%$124.0K———
BNP Paribas Financial Markets
N/A—5,000-5,000-100%$118.6K———
Strive Financial Group,LLC
N/A—4,928-4,928-100%$116.8K———
Tower Research Capital LLC (TRC)
N/A—3,846-3,846-100%$91.2K———
Atlantic Union Bankshares Corp
N/A—3,300-3,300-100%$78.2K———
Sankala Group LLC
N/A—3,112-3,112-100%$76.0K———
PNC Financial Services Group, Inc.
N/A—2,705-2,705-100%$64.1K———
BFC Planning, Inc.
N/A—2,472-2,472-100%$58.6K———
Westfuller Advisors, LLC
N/A—1,984-1,984-100%$48.6K———
Medallion Wealth Advisors, LLC
N/A—1,928-1,928-100%$45.7K———
Quantum Portfolio Management LLC
N/A—1,610-1,610-100%$38.2K———
Strategic Wealth Partners, Ltd.
N/A—1,480-1,480-100%$35.1K———
Allied Private Wealth LLC
N/A—1,365-1,365-100%$31.5K———
SHP Wealth Management
N/A—1,355-1,355-100%$32.1K———
Caitlin John, LLC
N/A—1,200-1,200-100%$28.5K———
Mcguire Capital Advisors Inc
N/A—800-800-100%$19.0K———
Northwestern Mutual Wealth Management Co
N/A—695-695-100%$16.5K———
Strategic Wealth Advisors LLC
N/A—655-655-100%$17———
Osterweis Capital Management Inc
N/A—598-598-100%$14.2K———
Ankerstar Wealth, LLC
N/A—571-571-100%$14.0K———
Colonial Trust Co / SC
N/A—496-496-100%$11.8K———
Jones Financial Companies Lllp
N/A—395-395-100%$9.5K———
Caldwell Sutter Capital, Inc.
N/A—190-190-100%$4.5K———
Westend Capital Management, LLC
N/A—76-76-100%$1.8K———
Fiduciary Financial Advisors
N/A—52-52-100%$1.2K———
Showing 379 of 379 institutions