Cheniere Energy Partners LP (CQP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Alps Advisors Inc

INCREASED

Shares9,444,969 from 9,104,161

Change+340,808 (+4%)

Value$574.8M (+$19.9M)

Filed 2026-11-03

Neos Investment Management LLC

INCREASED

Shares498,160 from 352,339

Change+145,821 (+41%)

Value$30.3M (+$8.8M)

Filed 2026-11-04

Barclays PLC

DECREASED

Shares223,984 from 259,057

Change-35,073 (-14%)

Value$13.6M (-$2.2M)

Filed 2026-11-06

Fractal Investments LLC

UNCHANGED

Shares194,126 from 194,126

Change0 (0%)

Value$11.8M (-$17.5K)

Filed 2026-10-28

LPL Financial LLC

DECREASED

Shares111,553 from 120,479

Change-8,926 (-7%)

Value$6.8M (-$554.1K)

Filed 2026-11-06

Miller Howard Investments Inc

DECREASED

Shares107,250 from 107,301

Change-51 (0%)

Value$6.5M (-$12.8K)

Filed 2026-10-26

Exchange Traded Concepts, LLC

DECREASED

Shares36,825 from 37,902

Change-1,077 (-3%)

Value$2.2M (-$69.0K)

Filed 2026-10-28

Founders Capital Management

INCREASED

Shares34,895 from 32,676

Change+2,219 (+7%)

Value$2.1M (+$132.1K)

Filed 2026-10-13

Maryland State Retirement & Pension System

DECREASED

Shares32,980 from 36,205

Change-3,225 (-9%)

Value$2.0M (-$199.5K)

Filed 2026-11-05

Hussman Strategic Advisors, Inc.

DECREASED

Shares31,500 from 42,000

Change-10,500 (-25%)

Value$1.9M (-$642.8K)

Filed 2026-11-02

Linscomb Wealth, Inc.

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$1.5M (-$2.3K)

Filed 2026-11-05

Heirloom Wealth Management

UNCHANGED

Shares22,500 from 22,500

Change0 (0%)

Value$1.4M (-$2.0K)

Filed 2026-10-14

Naples Global Advisors, LLC

UNCHANGED

Shares19,989 from 19,989

Change0 (0%)

Value$1.2M (-$1.8K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares19,000 from 19,000

Change0 (0%)

Value$1.2M (-$1.7K)

Filed 2026-11-05

Powell Investment Advisors, LLC

INCREASED

Shares18,490 from 18,272

Change+218 (+1%)

Value$1.1M (+$11.6K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares16,730 from 16,456

Change+274 (+2%)

Value$1.0M (+$15.2K)

Filed 2026-11-02

Natixis

NEW

Shares16,700

Change+16,700

Value$1.0M

Filed 2026-11-06

Calamos Advisors LLC

UNCHANGED

Shares16,365 from 16,365

Change0 (0%)

Value$996.0K (-$1.5K)

Filed 2026-11-02

Corps Capital Advisors, LLC

UNCHANGED

Shares15,082 from 15,082

Change0 (0%)

Value$917.9K (-$1.4K)

Filed 2026-11-05

Gryphon Financial Partners LLC

UNCHANGED

Shares14,948 from 14,948

Change0 (0%)

Value$909.7K (-$1.3K)

Filed 2026-11-04

Americana Partners, LLC

UNCHANGED

Shares12,904 from 12,904

Change0 (0%)

Value$785.3K (-$1.2K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,199 from 12,143

Change+56 (+0%)

Value$742.0K (+$2.0K)

Filed 2026-11-02

Chickasaw Capital Management LLC

UNCHANGED

Shares11,177 from 11,177

Change0 (0%)

Value$680.2K (-$768)

Filed 2026-10-08

Asset One Wealth Management LLC

UNCHANGED

Shares10,232 from 10,232

Change0 (0%)

Value$622.7K (-$13.5K)

Filed 2026-11-02

Apollon Wealth Management, LLC

UNCHANGED

Shares9,203 from 9,203

Change0 (0%)

Value$560.1K (-$828)

Filed 2026-10-23

Parcion Private Wealth LLC

UNCHANGED

Shares8,775 from 8,775

Change0 (0%)

Value$534.0K (-$789)

Filed 2026-10-28

Harmony Asset Management LLC

UNCHANGED

Shares8,700 from 8,700

Change0 (0%)

Value$529.5K (-$783)

Filed 2026-10-20

Covenant Asset Management, LLC

UNCHANGED

Shares7,295 from 7,295

Change0 (0%)

Value$444.0K (-$657)

Filed 2026-10-14

Regions Financial Corp

DECREASED

Shares7,026 from 7,758

Change-732 (-9%)

Value$427.6K (-$45.2K)

Filed 2026-11-05

Diversified Trust Co

UNCHANGED

Shares6,942 from 6,942

Change0 (0%)

Value$422.5K (-$624)

Filed 2026-11-06

Kestra Private Wealth Services, LLC

INCREASED

Shares6,829 from 6,826

Change+3 (+0%)

Value$415.6K (-$436)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

NEW

Shares6,652

Change+6,652

Value$404.8K

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,537 from 6,097

Change+440 (+7%)

Value$417.1K (+$32.2K)

Filed 2026-10-13

Bank of New York Mellon Corp

INCREASED

Shares6,119 from 6,083

Change+36 (+1%)

Value$372.4K (+$1.6K)

Filed 2026-11-05

Searle & Co.

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$365.2K (-$540)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares5,939 from 5,266

Change+673 (+13%)

Value$361.4K (+$40.4K)

Filed 2026-11-02

Ascentis Wealth Management, LLC

DECREASED

Shares5,937 from 7,517

Change-1,580 (-21%)

Value$361.3K (-$96.8K)

Filed 2026-11-03

MGO One Seven LLC

INCREASED

Shares5,862 from 5,170

Change+692 (+13%)

Value$356.8K (+$41.6K)

Filed 2026-10-28

BIP Wealth, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$304.3K (-$450)

Filed 2026-10-22

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$304.3K (-$450)

Filed 2026-10-23

Lee Financial Co

UNCHANGED

Shares4,902 from 4,902

Change0 (0%)

Value$298.3K (-$441)

Filed 2026-10-16

Oak Grove Capital LLC

UNCHANGED

Shares4,900 from 4,900

Change0 (0%)

Value$298.2K (-$441)

Filed 2026-10-09

Spire Wealth Management

DECREASED

Shares4,895 from 5,245

Change-350 (-7%)

Value$297.9K (-$21.8K)

Filed 2026-10-30

Creative Planning

INCREASED

Shares4,320 from 4,190

Change+130 (+3%)

Value$262.9K (+$7.5K)

Filed 2026-11-02

Tableaux LLC

DECREASED

Shares4,310 from 4,347

Change-37 (-1%)

Value$262.3K (-$2.6K)

Filed 2026-10-23

Wealth Alliance Advisory Group, LLC

UNCHANGED

Shares4,300 from 4,300

Change0 (0%)

Value$261.7K (-$387)

Filed 2026-10-14

Aviso Wealth Management

INCREASED

Shares4,236 from 4,235

Change+1 (+0%)

Value$257.8K (-$382)

Filed 2026-11-04

Sigma Planning Corp

INCREASED

Shares4,215 from 4,032

Change+183 (+5%)

Value$256.5K (+$10.8K)

Filed 2026-10-23

Wallington Asset Management, LLC

UNCHANGED

Shares4,166 from 4,166

Change0 (0%)

Value$253.5K (-$375)

Filed 2026-11-04

Arrow Investment Advisors, LLC

INCREASED

Shares4,028 from 3,382

Change+646 (+19%)

Value$245.1K (+$39.0K)

Filed 2026-11-02

Charles Schwab Trust Co

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$243.4K (-$360)

Filed 2026-10-15

Davidson Trust Co

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$243.4K (-$360)

Filed 2026-10-09

Oppenheimer & Co Inc

NEW

Shares3,881

Change+3,881

Value$236.2K

Filed 2026-10-26

Chicago Partners Investment Group LLC

NEW

Shares3,803

Change+3,803

Value$251.6K

Filed 2026-10-27

Pekin Hardy Strauss, Inc.

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$231.3K (-$342)

Filed 2026-11-02

Hourglass Capital, LLC

UNCHANGED

Shares3,653 from 3,653

Change0 (0%)

Value$222.3K (-$328)

Filed 2026-10-26

Birch Capital Management, LLC

DECREASED

Shares3,611 from 16,060

Change-12,449 (-78%)

Value$219.8K (-$759.1K)

Filed 2026-10-27

Wedbush Securities Inc

UNCHANGED

Shares3,590 from 3,590

Change0 (0%)

Value$218.0K (-$1.0K)

Filed 2026-10-22

Spirit of America Management Corp

INCREASED

Shares2,993 from 1,993

Change+1,000 (+50%)

Value$182.2K (+$60.7K)

Filed 2026-10-14

Madden Securities Corp

NEW

Shares2,825

Change+2,825

Value$171.9K

Filed 2026-10-27

Next Level Wealth Planning, LLC

NEW

Shares2,386

Change+2,386

Value$145.2K

Filed 2026-10-29

Central Trust Co

UNCHANGED

Shares1,864 from 1,864

Change0 (0%)

Value$113.4K (-$167)

Filed 2026-11-05

MTM Investment Management, LLC

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$103.5K (-$153)

Filed 2026-10-30

Assetmark, Inc

UNCHANGED

Shares1,584 from 1,584

Change0 (0%)

Value$96.4K (-$143)

Filed 2026-10-21

CX Institutional

UNCHANGED

Shares1,405 from 1,405

Change0 (0%)

Value$86 (-$85.9K)

Filed 2026-10-02

Allworth Financial LP

UNCHANGED

Shares1,343 from 1,343

Change0 (0%)

Value$81.9K ($0)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares1,341 from 1,341

Change0 (0%)

Value$81.6K (-$120)

Filed 2026-10-23

Clearstead Advisors, LLC

UNCHANGED

Shares1,321 from 1,321

Change0 (0%)

Value$80.4K (-$118)

Filed 2026-11-06

Lanark Financial, Inc.

UNCHANGED

Shares1,321 from 1,321

Change0 (0%)

Value$80.4K (-$118)

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares1,198 from 486

Change+712 (+147%)

Value$72.9K (+$43.3K)

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares1,119 from 1,119

Change0 (0%)

Value$68.1K (-$101)

Filed 2026-10-27

State of Wyoming

DECREASED

Shares1,016 from 2,058

Change-1,042 (-51%)

Value$61.8K (-$63.6K)

Filed 2026-10-28

Compass Financial Management LLC

DECREASED

Shares1,000 from 1,200

Change-200 (-17%)

Value$60.9K (-$18.3K)

Filed 2026-10-30

Creative Financial Designs Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$60.9K (-$90)

Filed 2026-11-04

Chung Wu Investment Group, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$60.9K (-$90)

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$60.9K (-$90)

Filed 2026-11-06

Toth Financial Advisory Corp

UNCHANGED

Shares835 from 835

Change0 (0%)

Value$50.8K (-$75)

Filed 2026-10-08

Montag A & Associates Inc

UNCHANGED

Shares801 from 801

Change0 (0%)

Value$48.7K (-$72)

Filed 2026-10-29

Larson Financial Group LLC

INCREASED

Shares657 from 653

Change+4 (+1%)

Value$40.0K (+$197)

Filed 2026-11-05

Gables Capital Management Inc.

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$36.5K (-$54)

Filed 2026-11-04

Citigroup Inc

INCREASED

Shares551 from 392

Change+159 (+41%)

Value$33.5K (+$9.6K)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares504 from 504

Change0 (0%)

Value$30.7K (-$46)

Filed 2026-10-08

First Pacific Financial

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$30.4K (-$45)

Filed 2026-10-14

Russell Investments Group, Ltd.

INCREASED

Shares415 from 410

Change+5 (+1%)

Value$25.3K (+$262)

Filed 2026-11-06

Jacobi Capital Management LLC

NEW

Shares400

Change+400

Value$24.3K

Filed 2026-11-05

Evermay Wealth Management LLC

DECREASED

Shares364 from 485

Change-121 (-25%)

Value$22.2K (-$7.4K)

Filed 2026-11-05

Caldwell Trust Co

DECREASED

Shares266 from 268

Change-2 (-1%)

Value$16.2K (-$146)

Filed 2026-10-30

Kozak & Associates, Inc.

INCREASED

Shares223 from 220

Change+3 (+1%)

Value$14.5K (+$1.1K)

Filed 2026-10-29

Fortis Group Advisors, LLC

INCREASED

Shares200 from 197

Change+3 (+2%)

Value$12.1K (+$126)

Filed 2026-11-06

Armstrong Advisory Group, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$12.2K (-$18)

Filed 2026-10-09

Your Advocates Ltd., LLP

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$39.0K (+$4.4K)

Filed 2026-11-03

Simplex Trading, LLC

NEW

Shares112

Change+112

Value$6.8K

Filed 2026-11-04

Wilkerson Advisory Group LLC

NEW

Shares100

Change+100

Value$6.1K

Filed 2026-10-20

Gamma Investing LLC

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$4.3K (-$7)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares69 from 68

Change+1 (+1%)

Value$4.2K (+$43)

Filed 2026-10-26

Reap Financial Group, LLC

DECREASED

Shares64 from 92

Change-28 (-30%)

Value$3.9K (-$1.7K)

Filed 2026-11-02

Rydar Equities, Inc.

NEW

Shares50

Change+50

Value$3.2K

Filed 2026-10-13

CoreCap Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$609 (-$1)

Filed 2026-10-08

Strategic Advocates LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$183 ($0)

Filed 2026-11-03

Cornerstone Wealth Management, LLC

CLOSED

Shares0 from 5,732

Change-5,732 (-100%)

Value$0 (-$349.4K)

Filed 2026-11-04

Imc-Chicago, LLC

CLOSED

Shares0 from 4,387

Change-4,387 (-100%)

Value$0 (-$267.4K)

Filed 2026-11-05

ProShare Advisors LLC

CLOSED

Shares0 from 3,574

Change-3,574 (-100%)

Value$0 (-$217.8K)

Filed 2026-10-29

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 557

Change-557 (-100%)

Value$0 (-$34.0K)

Filed 2026-10-26

Asset Dedication, LLC

CLOSED

Shares0 from 251

Change-251 (-100%)

Value$0 (-$15.3K)

Filed 2026-11-03

Cullen T Bankers, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$12.2K)

Filed 2026-10-28

Blackstone Inc.

N/A

Shares— from 102,346,331

Change-102,346,331 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 101,620,376

Change-101,620,376 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,848,787

Change-2,848,787 (-100%)

Value—

Energy Income Partners, LLC

N/A

Shares— from 1,554,578

Change-1,554,578 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,130,045

Change-1,130,045 (-100%)

Value—

Tortoise Capital Advisors, L.L.C.

N/A

Shares— from 1,080,566

Change-1,080,566 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 984,483

Change-984,483 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 752,994

Change-752,994 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 677,973

Change-677,973 (-100%)

Value—

UBS Group AG

N/A

Shares— from 500,343

Change-500,343 (-100%)

Value—

McGowan Group Asset Management, Inc.

N/A

Shares— from 237,546

Change-237,546 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 230,763

Change-230,763 (-100%)

Value—

Abacus FCF Advisors LLC

N/A

Shares— from 195,939

Change-195,939 (-100%)

Value—

Fairview Capital Investment Management, LLC

N/A

Shares— from 189,940

Change-189,940 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 139,381

Change-139,381 (-100%)

Value—

Longfellow Investment Management Co LLC

N/A

Shares— from 131,752

Change-131,752 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 95,695

Change-95,695 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 89,956

Change-89,956 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 80,741

Change-80,741 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 52,337

Change-52,337 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 46,419

Change-46,419 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 46,347

Change-46,347 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 45,914

Change-45,914 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 45,247

Change-45,247 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 38,713

Change-38,713 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 38,046

Change-38,046 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 38,003

Change-38,003 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 35,427

Change-35,427 (-100%)

Value—

Requisite Capital Management, LLC

N/A

Shares— from 34,068

Change-34,068 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 33,225

Change-33,225 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 32,969

Change-32,969 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 31,069

Change-31,069 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 29,433

Change-29,433 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,343

Change-26,343 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 25,987

Change-25,987 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 25,832

Change-25,832 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 24,870

Change-24,870 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 21,807

Change-21,807 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 21,288

Change-21,288 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 18,139

Change-18,139 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 17,595

Change-17,595 (-100%)

Value—

Mediolanum International Funds Ltd

N/A

Shares— from 17,557

Change-17,557 (-100%)

Value—

FMR LLC

N/A

Shares— from 17,420

Change-17,420 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 16,462

Change-16,462 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 15,496

Change-15,496 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 15,478

Change-15,478 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 13,220

Change-13,220 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 13,170

Change-13,170 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 12,050

Change-12,050 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 11,614

Change-11,614 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 11,245

Change-11,245 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,223

Change-10,223 (-100%)

Value—

&partners

N/A

Shares— from 9,855

Change-9,855 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 9,550

Change-9,550 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,828

Change-8,828 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,698

Change-8,698 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,638

Change-8,638 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,557

Change-8,557 (-100%)

Value—

Disciplined Investors, L.L.C.

N/A

Shares— from 8,485

Change-8,485 (-100%)

Value—

Dividend Assets Capital, LLC

N/A

Shares— from 8,090

Change-8,090 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7,817

Change-7,817 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 7,703

Change-7,703 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 7,482

Change-7,482 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 7,251

Change-7,251 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 6,324

Change-6,324 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,792

Change-5,792 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,480

Change-5,480 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 5,169

Change-5,169 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 5,131

Change-5,131 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,944

Change-4,944 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,720

Change-4,720 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,504

Change-4,504 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,424

Change-4,424 (-100%)

Value—

Blair William & Co

N/A

Shares— from 4,377

Change-4,377 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 4,288

Change-4,288 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,139

Change-4,139 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,708

Change-3,708 (-100%)

Value—

Quest Investment Management LLC

N/A

Shares— from 3,417

Change-3,417 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 3,394

Change-3,394 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,601

Change-2,601 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,339

Change-2,339 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,325

Change-2,325 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2,174

Change-2,174 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Monetary Management Group Inc

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 1,323

Change-1,323 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,313

Change-1,313 (-100%)

Value—

Chesapeake Asset Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 980

Change-980 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 624

Change-624 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 391

Change-391 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 380

Change-380 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 373

Change-373 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 350

Change-350 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 350

Change-350 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 300

Change-300 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 257

Change-257 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 102

Change-102 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 100

Change-100 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
Alps Advisors Inc	INCREASED	9,444,969	9,104,161	+340,808	+4%	$554.9M	$574.8M	+$19.9M	2026-11-03
Neos Investment Management LLC	INCREASED	498,160	352,339	+145,821	+41%	$21.5M	$30.3M	+$8.8M	2026-11-04
Barclays PLC	DECREASED	223,984	259,057	-35,073	-14%	$15.8M	$13.6M	-$2.2M	2026-11-06
Fractal Investments LLC	UNCHANGED	194,126	194,126	0	0%	$11.8M	$11.8M	-$17.5K	2026-10-28
LPL Financial LLC	DECREASED	111,553	120,479	-8,926	-7%	$7.3M	$6.8M	-$554.1K	2026-11-06
Miller Howard Investments Inc	DECREASED	107,250	107,301	-51	0%	$6.5M	$6.5M	-$12.8K	2026-10-26
Exchange Traded Concepts, LLC	DECREASED	36,825	37,902	-1,077	-3%	$2.3M	$2.2M	-$69.0K	2026-10-28
Founders Capital Management	INCREASED	34,895	32,676	+2,219	+7%	$2.0M	$2.1M	+$132.1K	2026-10-13
Maryland State Retirement & Pension System	DECREASED	32,980	36,205	-3,225	-9%	$2.2M	$2.0M	-$199.5K	2026-11-05
Hussman Strategic Advisors, Inc.	DECREASED	31,500	42,000	-10,500	-25%	$2.6M	$1.9M	-$642.8K	2026-11-02
Linscomb Wealth, Inc.	UNCHANGED	25,000	25,000	0	0%	$1.5M	$1.5M	-$2.3K	2026-11-05
Heirloom Wealth Management	UNCHANGED	22,500	22,500	0	0%	$1.4M	$1.4M	-$2.0K	2026-10-14
Naples Global Advisors, LLC	UNCHANGED	19,989	19,989	0	0%	$1.2M	$1.2M	-$1.8K	2026-11-05
US Bancorp \de\	UNCHANGED	19,000	19,000	0	0%	$1.2M	$1.2M	-$1.7K	2026-11-05
Powell Investment Advisors, LLC	INCREASED	18,490	18,272	+218	+1%	$1.1M	$1.1M	+$11.6K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	16,730	16,456	+274	+2%	$1.0M	$1.0M	+$15.2K	2026-11-02
Natixis	NEW	16,700	—	+16,700	—	—	$1.0M	—	2026-11-06
Calamos Advisors LLC	UNCHANGED	16,365	16,365	0	0%	$997.4K	$996.0K	-$1.5K	2026-11-02
Corps Capital Advisors, LLC	UNCHANGED	15,082	15,082	0	0%	$919.2K	$917.9K	-$1.4K	2026-11-05
Gryphon Financial Partners LLC	UNCHANGED	14,948	14,948	0	0%	$911.1K	$909.7K	-$1.3K	2026-11-04
Americana Partners, LLC	UNCHANGED	12,904	12,904	0	0%	$786.5K	$785.3K	-$1.2K	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	12,199	12,143	+56	+0%	$740.0K	$742.0K	+$2.0K	2026-11-02
Chickasaw Capital Management LLC	UNCHANGED	11,177	11,177	0	0%	$681.0K	$680.2K	-$768	2026-10-08
Asset One Wealth Management LLC	UNCHANGED	10,232	10,232	0	0%	$636.2K	$622.7K	-$13.5K	2026-11-02
Apollon Wealth Management, LLC	UNCHANGED	9,203	9,203	0	0%	$560.9K	$560.1K	-$828	2026-10-23
Parcion Private Wealth LLC	UNCHANGED	8,775	8,775	0	0%	$534.8K	$534.0K	-$789	2026-10-28
Harmony Asset Management LLC	UNCHANGED	8,700	8,700	0	0%	$530.3K	$529.5K	-$783	2026-10-20
Covenant Asset Management, LLC	UNCHANGED	7,295	7,295	0	0%	$444.6K	$444.0K	-$657	2026-10-14
Regions Financial Corp	DECREASED	7,026	7,758	-732	-9%	$472.9K	$427.6K	-$45.2K	2026-11-05
Diversified Trust Co	UNCHANGED	6,942	6,942	0	0%	$423.1K	$422.5K	-$624	2026-11-06
Kestra Private Wealth Services, LLC	INCREASED	6,829	6,826	+3	+0%	$416.0K	$415.6K	-$436	2026-11-06
Concurrent Investment Advisors, LLC	NEW	6,652	—	+6,652	—	—	$404.8K	—	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	6,537	6,097	+440	+7%	$385.0K	$417.1K	+$32.2K	2026-10-13
Bank of New York Mellon Corp	INCREASED	6,119	6,083	+36	+1%	$370.8K	$372.4K	+$1.6K	2026-11-05
Searle & Co.	UNCHANGED	6,000	6,000	0	0%	$365.7K	$365.2K	-$540	2026-11-04
Kestra Advisory Services, LLC	INCREASED	5,939	5,266	+673	+13%	$321.0K	$361.4K	+$40.4K	2026-11-02
Ascentis Wealth Management, LLC	DECREASED	5,937	7,517	-1,580	-21%	$458.2K	$361.3K	-$96.8K	2026-11-03
MGO One Seven LLC	INCREASED	5,862	5,170	+692	+13%	$315.1K	$356.8K	+$41.6K	2026-10-28
BIP Wealth, LLC	UNCHANGED	5,000	5,000	0	0%	$304.8K	$304.3K	-$450	2026-10-22
Kingswood Wealth Advisors, LLC	UNCHANGED	5,000	5,000	0	0%	$304.8K	$304.3K	-$450	2026-10-23
Lee Financial Co	UNCHANGED	4,902	4,902	0	0%	$298.8K	$298.3K	-$441	2026-10-16
Oak Grove Capital LLC	UNCHANGED	4,900	4,900	0	0%	$298.7K	$298.2K	-$441	2026-10-09
Spire Wealth Management	DECREASED	4,895	5,245	-350	-7%	$319.7K	$297.9K	-$21.8K	2026-10-30
Creative Planning	INCREASED	4,320	4,190	+130	+3%	$255.4K	$262.9K	+$7.5K	2026-11-02
Tableaux LLC	DECREASED	4,310	4,347	-37	-1%	$265.0K	$262.3K	-$2.6K	2026-10-23
Wealth Alliance Advisory Group, LLC	UNCHANGED	4,300	4,300	0	0%	$262.1K	$261.7K	-$387	2026-10-14
Aviso Wealth Management	INCREASED	4,236	4,235	+1	+0%	$258.2K	$257.8K	-$382	2026-11-04
Sigma Planning Corp	INCREASED	4,215	4,032	+183	+5%	$245.7K	$256.5K	+$10.8K	2026-10-23
Wallington Asset Management, LLC	UNCHANGED	4,166	4,166	0	0%	$253.9K	$253.5K	-$375	2026-11-04
Arrow Investment Advisors, LLC	INCREASED	4,028	3,382	+646	+19%	$206.1K	$245.1K	+$39.0K	2026-11-02
Charles Schwab Trust Co	UNCHANGED	4,000	4,000	0	0%	$243.8K	$243.4K	-$360	2026-10-15
Davidson Trust Co	UNCHANGED	4,000	4,000	0	0%	$243.8K	$243.4K	-$360	2026-10-09
Oppenheimer & Co Inc	NEW	3,881	—	+3,881	—	—	$236.2K	—	2026-10-26
Chicago Partners Investment Group LLC	NEW	3,803	—	+3,803	—	—	$251.6K	—	2026-10-27
Pekin Hardy Strauss, Inc.	UNCHANGED	3,800	3,800	0	0%	$231.6K	$231.3K	-$342	2026-11-02
Hourglass Capital, LLC	UNCHANGED	3,653	3,653	0	0%	$222.7K	$222.3K	-$328	2026-10-26
Birch Capital Management, LLC	DECREASED	3,611	16,060	-12,449	-78%	$978.9K	$219.8K	-$759.1K	2026-10-27
Wedbush Securities Inc	UNCHANGED	3,590	3,590	0	0%	$219.0K	$218.0K	-$1.0K	2026-10-22
Spirit of America Management Corp	INCREASED	2,993	1,993	+1,000	+50%	$121.5K	$182.2K	+$60.7K	2026-10-14
Madden Securities Corp	NEW	2,825	—	+2,825	—	—	$171.9K	—	2026-10-27
Next Level Wealth Planning, LLC	NEW	2,386	—	+2,386	—	—	$145.2K	—	2026-10-29
Central Trust Co	UNCHANGED	1,864	1,864	0	0%	$113.6K	$113.4K	-$167	2026-11-05
MTM Investment Management, LLC	UNCHANGED	1,700	1,700	0	0%	$103.6K	$103.5K	-$153	2026-10-30
Assetmark, Inc	UNCHANGED	1,584	1,584	0	0%	$96.5K	$96.4K	-$143	2026-10-21
CX Institutional	UNCHANGED	1,405	1,405	0	0%	$86.0K	$86	-$85.9K	2026-10-02
Allworth Financial LP	UNCHANGED	1,343	1,343	0	0%	$81.9K	$81.9K	$0	2026-11-06
Valley National Advisers Inc	UNCHANGED	1,341	1,341	0	0%	$81.7K	$81.6K	-$120	2026-10-23
Clearstead Advisors, LLC	UNCHANGED	1,321	1,321	0	0%	$80.5K	$80.4K	-$118	2026-11-06
Lanark Financial, Inc.	UNCHANGED	1,321	1,321	0	0%	$80.5K	$80.4K	-$118	2026-10-26
IFP Advisors, Inc	INCREASED	1,198	486	+712	+147%	$29.6K	$72.9K	+$43.3K	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	1,119	1,119	0	0%	$68.2K	$68.1K	-$101	2026-10-27
State of Wyoming	DECREASED	1,016	2,058	-1,042	-51%	$125.4K	$61.8K	-$63.6K	2026-10-28
Compass Financial Management LLC	DECREASED	1,000	1,200	-200	-17%	$79.2K	$60.9K	-$18.3K	2026-10-30
Creative Financial Designs Inc	UNCHANGED	1,000	1,000	0	0%	$61.0K	$60.9K	-$90	2026-11-04
Chung Wu Investment Group, LLC	UNCHANGED	1,000	1,000	0	0%	$61.0K	$60.9K	-$90	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	1,000	1,000	0	0%	$61.0K	$60.9K	-$90	2026-11-06
Toth Financial Advisory Corp	UNCHANGED	835	835	0	0%	$50.9K	$50.8K	-$75	2026-10-08
Montag A & Associates Inc	UNCHANGED	801	801	0	0%	$48.8K	$48.7K	-$72	2026-10-29
Larson Financial Group LLC	INCREASED	657	653	+4	+1%	$39.8K	$40.0K	+$197	2026-11-05
Gables Capital Management Inc.	UNCHANGED	600	600	0	0%	$36.6K	$36.5K	-$54	2026-11-04
Citigroup Inc	INCREASED	551	392	+159	+41%	$23.9K	$33.5K	+$9.6K	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	504	504	0	0%	$30.7K	$30.7K	-$46	2026-10-08
First Pacific Financial	UNCHANGED	500	500	0	0%	$30.5K	$30.4K	-$45	2026-10-14
Russell Investments Group, Ltd.	INCREASED	415	410	+5	+1%	$25.0K	$25.3K	+$262	2026-11-06
Jacobi Capital Management LLC	NEW	400	—	+400	—	—	$24.3K	—	2026-11-05
Evermay Wealth Management LLC	DECREASED	364	485	-121	-25%	$29.6K	$22.2K	-$7.4K	2026-11-05
Caldwell Trust Co	DECREASED	266	268	-2	-1%	$16.3K	$16.2K	-$146	2026-10-30
Kozak & Associates, Inc.	INCREASED	223	220	+3	+1%	$13.3K	$14.5K	+$1.1K	2026-10-29
Fortis Group Advisors, LLC	INCREASED	200	197	+3	+2%	$12.0K	$12.1K	+$126	2026-11-06
Armstrong Advisory Group, Inc	UNCHANGED	200	200	0	0%	$12.2K	$12.2K	-$18	2026-10-09
Your Advocates Ltd., LLP	UNCHANGED	145	145	0	0%	$34.7K	$39.0K	+$4.4K	2026-11-03
Simplex Trading, LLC	NEW	112	—	+112	—	—	$6.8K	—	2026-11-04
Wilkerson Advisory Group LLC	NEW	100	—	+100	—	—	$6.1K	—	2026-10-20
Gamma Investing LLC	UNCHANGED	70	70	0	0%	$4.3K	$4.3K	-$7	2026-10-08
SJS Investment Consulting Inc.	INCREASED	69	68	+1	+1%	$4.2K	$4.2K	+$43	2026-10-26
Reap Financial Group, LLC	DECREASED	64	92	-28	-30%	$5.6K	$3.9K	-$1.7K	2026-11-02
Rydar Equities, Inc.	NEW	50	—	+50	—	—	$3.2K	—	2026-10-13
CoreCap Advisors, LLC	UNCHANGED	10	10	0	0%	$610	$609	-$1	2026-10-08
Strategic Advocates LLC	UNCHANGED	3	3	0	0%	$183	$183	$0	2026-11-03
Cornerstone Wealth Management, LLC	CLOSED	0	5,732	-5,732	-100%	$349.4K	$0	-$349.4K	2026-11-04
Imc-Chicago, LLC	CLOSED	0	4,387	-4,387	-100%	$267.4K	$0	-$267.4K	2026-11-05
ProShare Advisors LLC	CLOSED	0	3,574	-3,574	-100%	$217.8K	$0	-$217.8K	2026-10-29
Vermillion Wealth Management, Inc.	CLOSED	0	557	-557	-100%	$34.0K	$0	-$34.0K	2026-10-26
Asset Dedication, LLC	CLOSED	0	251	-251	-100%	$15.3K	$0	-$15.3K	2026-11-03
Cullen T Bankers, Inc.	CLOSED	0	200	-200	-100%	$12.2K	$0	-$12.2K	2026-10-28
Blackstone Inc.	N/A	—	102,346,331	-102,346,331	-100%	$6.2B	—	—	—
Brookfield Corp	N/A	—	101,620,376	-101,620,376	-100%	$6.2B	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,848,787	-2,848,787	-100%	$173.6M	—	—	—
Energy Income Partners, LLC	N/A	—	1,554,578	-1,554,578	-100%	$94.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,130,045	-1,130,045	-100%	$68.9M	—	—	—
Tortoise Capital Advisors, L.L.C.	N/A	—	1,080,566	-1,080,566	-100%	$65.9M	—	—	—
Morgan Stanley	N/A	—	984,483	-984,483	-100%	$60.0M	—	—	—
JPMorgan Chase & Co	N/A	—	752,994	-752,994	-100%	$45.6M	—	—	—
Clearbridge Investments, LLC	N/A	—	677,973	-677,973	-100%	$41.3M	—	—	—
UBS Group AG	N/A	—	500,343	-500,343	-100%	$30.5M	—	—	—
McGowan Group Asset Management, Inc.	N/A	—	237,546	-237,546	-100%	$14.5M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	230,763	-230,763	-100%	$14.1M	—	—	—
Abacus FCF Advisors LLC	N/A	—	195,939	-195,939	-100%	$11.9M	—	—	—
Fairview Capital Investment Management, LLC	N/A	—	189,940	-189,940	-100%	$11.6M	—	—	—
Jane Street Group, LLC	N/A	—	139,381	-139,381	-100%	$8.5M	—	—	—
Longfellow Investment Management Co LLC	N/A	—	131,752	-131,752	-100%	$8.0M	—	—	—
HRT Financial LP	N/A	—	95,695	-95,695	-100%	$5.8M	—	—	—
Bank of America Corp	N/A	—	89,956	-89,956	-100%	$5.5M	—	—	—
Neuberger Berman Group LLC	N/A	—	80,741	-80,741	-100%	$4.9M	—	—	—
Fred Alger Management, LLC	N/A	—	52,337	-52,337	-100%	$3.2M	—	—	—
Royal Bank of Canada	N/A	—	46,419	-46,419	-100%	$2.8M	—	—	—
Cerity Partners LLC	N/A	—	46,347	-46,347	-100%	$2.8M	—	—	—
Citadel Advisors LLC	N/A	—	45,914	-45,914	-100%	$2.8M	—	—	—
Mariner, LLC	N/A	—	45,247	-45,247	-100%	$2.8M	—	—	—
First Trust Advisors LP	N/A	—	38,713	-38,713	-100%	$2.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	38,046	-38,046	-100%	$2.3M	—	—	—
Glenmede Trust Co NA	N/A	—	38,003	-38,003	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	35,427	-35,427	-100%	$2.2M	—	—	—
Requisite Capital Management, LLC	N/A	—	34,068	-34,068	-100%	$2.1M	—	—	—
Texas Yale Capital Corp.	N/A	—	33,225	-33,225	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	32,969	-32,969	-100%	$2.0M	—	—	—
Bramshill Investments, LLC	N/A	—	31,069	-31,069	-100%	$1.9M	—	—	—
Empowered Funds, LLC	N/A	—	29,433	-29,433	-100%	$1.8M	—	—	—
Cetera Investment Advisers	N/A	—	26,343	-26,343	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	25,987	-25,987	-100%	$1.6M	—	—	—
Wells Fargo & Company	N/A	—	25,832	-25,832	-100%	$1.6M	—	—	—
Arax Advisory Partners	N/A	—	24,870	-24,870	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	21,807	-21,807	-100%	$1.3M	—	—	—
BNP Paribas Financial Markets	N/A	—	21,288	-21,288	-100%	$1.3M	—	—	—
PFG Investments, LLC	N/A	—	18,139	-18,139	-100%	$1.1M	—	—	—
Stonebridge Financial Group, LLC	N/A	—	17,595	-17,595	-100%	$1.1M	—	—	—
Mediolanum International Funds Ltd	N/A	—	17,557	-17,557	-100%	$4.3M	—	—	—
FMR LLC	N/A	—	17,420	-17,420	-100%	$1.1M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	16,462	-16,462	-100%	$1.0M	—	—	—
HighTower Advisors, LLC	N/A	—	15,496	-15,496	-100%	$944.5K	—	—	—
Northern Trust Corp	N/A	—	15,478	-15,478	-100%	$943.4K	—	—	—
Van Eck Associates Corp	N/A	—	13,220	-13,220	-100%	$805.8K	—	—	—
Curi Capital, LLC	N/A	—	13,170	-13,170	-100%	$802.7K	—	—	—
M&T Bank Corp	N/A	—	12,050	-12,050	-100%	$734.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	11,614	-11,614	-100%	$708.0K	—	—	—
Westwood Holdings Group Inc	N/A	—	11,245	-11,245	-100%	$685.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,223	-10,223	-100%	$623.7K	—	—	—
&partners	N/A	—	9,855	-9,855	-100%	$600.6K	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	9,550	-9,550	-100%	$582.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,828	-8,828	-100%	$538.1K	—	—	—
Captrust Financial Advisors	N/A	—	8,698	-8,698	-100%	$530.1K	—	—	—
Focus Partners Wealth	N/A	—	8,638	-8,638	-100%	$526.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,557	-8,557	-100%	$521.5K	—	—	—
Disciplined Investors, L.L.C.	N/A	—	8,485	-8,485	-100%	$517.1K	—	—	—
Dividend Assets Capital, LLC	N/A	—	8,090	-8,090	-100%	$493.1K	—	—	—
AE Wealth Management LLC	N/A	—	7,817	-7,817	-100%	$476.5K	—	—	—
Hilltop Holdings Inc.	N/A	—	7,703	-7,703	-100%	$469.5K	—	—	—
Bank of Montreal	N/A	—	7,482	-7,482	-100%	$456.0K	—	—	—
Vinva Investment Management Ltd	N/A	—	7,251	-7,251	-100%	$1.8M	—	—	—
Belpointe Asset Management LLC	N/A	—	6,324	-6,324	-100%	$385.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,792	-5,792	-100%	$353.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,480	-5,480	-100%	$334.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	5,169	-5,169	-100%	$315.1K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	5,131	-5,131	-100%	$312.7K	—	—	—
Ameriprise Financial Inc	N/A	—	4,944	-4,944	-100%	$301.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,720	-4,720	-100%	$287.7K	—	—	—
XTX Topco Ltd	N/A	—	4,504	-4,504	-100%	$274.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,424	-4,424	-100%	$269.6K	—	—	—
Blair William & Co	N/A	—	4,377	-4,377	-100%	$266.8K	—	—	—
Two Sigma Securities, LLC	N/A	—	4,288	-4,288	-100%	$261.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,139	-4,139	-100%	$252.3K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	4,000	-4,000	-100%	$243.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,708	-3,708	-100%	$226.0K	—	—	—
Quest Investment Management LLC	N/A	—	3,417	-3,417	-100%	$208.3K	—	—	—
Virtu Financial LLC	N/A	—	3,394	-3,394	-100%	$207.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	3,000	-3,000	-100%	$182.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,601	-2,601	-100%	$158.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,339	-2,339	-100%	$141.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,325	-2,325	-100%	$141.7K	—	—	—
JPL Wealth Management, LLC	N/A	—	2,174	-2,174	-100%	$132.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,960	-1,960	-100%	$119.5K	—	—	—
BFC Planning, Inc.	N/A	—	1,602	-1,602	-100%	$97.6K	—	—	—
Monetary Management Group Inc	N/A	—	1,500	-1,500	-100%	$91.4K	—	—	—
Smithfield Trust Co	N/A	—	1,323	-1,323	-100%	$80.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,313	-1,313	-100%	$80.0K	—	—	—
Chesapeake Asset Management LLC	N/A	—	1,000	-1,000	-100%	$61.0K	—	—	—
Capital Analysts, LLC	N/A	—	1,000	-1,000	-100%	$61.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	980	-980	-100%	$59.7K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	624	-624	-100%	$38.1K	—	—	—
Continuum Advisory, LLC	N/A	—	391	-391	-100%	$23.8K	—	—	—
Vision Retirement, LLC	N/A	—	380	-380	-100%	$23.2K	—	—	—
Osbon Capital Management LLC	N/A	—	373	-373	-100%	$22.7K	—	—	—
Whittier Trust Co	N/A	—	350	-350	-100%	$21.7K	—	—	—
Harbour Investments, Inc.	N/A	—	350	-350	-100%	$21.3K	—	—	—
HM Payson & Co	N/A	—	300	-300	-100%	$18.3K	—	—	—
Marshall Investment Management, LLC	N/A	—	257	-257	-100%	$15.7K	—	—	—
Bogart Wealth, LLC	N/A	—	200	-200	-100%	$12.2K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	200	-200	-100%	$12.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	102	-102	-100%	$6.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	100	-100	-100%	$6.1K	—	—	—
Quent Capital, LLC	N/A	—	50	-50	-100%	$3.0K	—	—	—
Penserra Capital Management LLC	N/A	—	30	-30	-100%	$1	—	—	—
BlackRock, Inc.	N/A	—	15	-15	-100%	$924	—	—	—

Showing 213 of 213 institutions