Cohen & Steers Infrastru (UTF-R)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

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

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IFP Advisors, Inc

UNCHANGED

Shares615 from 615

Change0 (0%)

Value$28 (-$20)

Filed 2026-02-06

Paralel Advisors LLC

CLOSED

Shares0 from 2,750,000

Change-2,750,000 (-100%)

Value$0 (-$214.5K)

Filed 2026-02-12

UBS Group AG

CLOSED

Shares0 from 2,343,220

Change-2,343,220 (-100%)

Value$0 (-$182.8K)

Filed 2026-01-29

Morgan Stanley

CLOSED

Shares0 from 1,727,513

Change-1,727,513 (-100%)

Value$0 (-$134.7K)

Filed 2026-05-27

Wells Fargo & Company

CLOSED

Shares0 from 1,188,283

Change-1,188,283 (-100%)

Value$0 (-$92.7K)

Filed 2026-02-13

Raymond James Financial Inc

CLOSED

Shares0 from 811,962

Change-811,962 (-100%)

Value$0 (-$63.3K)

Filed 2026-02-18

Bank of America Corp

CLOSED

Shares0 from 766,529

Change-766,529 (-100%)

Value$0 (-$59.8K)

Filed 2026-02-17

Royal Bank of Canada

CLOSED

Shares0 from 721,261

Change-721,261 (-100%)

Value$0 (-$56.0K)

Filed 2026-02-17

LPL Financial LLC

CLOSED

Shares0 from 560,027

Change-560,027 (-100%)

Value$0 (-$43.7K)

Filed 2026-02-11

Sculptor Capital LP

CLOSED

Shares0 from 484,312

Change-484,312 (-100%)

Value$0 (-$37.8K)

Filed 2026-02-13

Marex Group Ltd

CLOSED

Shares0 from 480,104

Change-480,104 (-100%)

Value$0 (-$37.4K)

Filed 2026-02-12

SIT Investment Associates Inc

CLOSED

Shares0 from 464,073

Change-464,073 (-100%)

Value$0 (-$36)

Filed 2026-02-25

SRH Advisors, LLC

CLOSED

Shares0 from 407,864

Change-407,864 (-100%)

Value$0 (-$31.8K)

Filed 2026-01-21

Boothbay Fund Management, LLC

CLOSED

Shares0 from 401,643

Change-401,643 (-100%)

Value$0 (-$31.3K)

Filed 2026-02-17

Alpine Global Management, LLC

CLOSED

Shares0 from 398,600

Change-398,600 (-100%)

Value$0 (-$31.1K)

Filed 2026-02-26

Stifel Financial Corp

CLOSED

Shares0 from 310,151

Change-310,151 (-100%)

Value$0 (-$24.2K)

Filed 2026-02-13

Cornerstone Advisors, LLC

CLOSED

Shares0 from 236,764

Change-236,764 (-100%)

Value$0 (-$18.5K)

Filed 2026-02-13

Cetera Investment Advisers

CLOSED

Shares0 from 199,085

Change-199,085 (-100%)

Value$0 (-$15.5K)

Filed 2026-02-17

Yakira Capital Management, Inc.

CLOSED

Shares0 from 190,825

Change-190,825 (-100%)

Value$0 (-$14.9K)

Filed 2026-02-13

Balyasny Asset Management L.P.

CLOSED

Shares0 from 189,663

Change-189,663 (-100%)

Value$0 (-$14.8K)

Filed 2026-02-17

Almitas Capital LLC

CLOSED

Shares0 from 185,878

Change-185,878 (-100%)

Value$0 (-$14.5K)

Filed 2026-02-17

HRT Financial LP

CLOSED

Shares0 from 143,173

Change-143,173 (-100%)

Value$0 (-$11)

Filed 2026-02-12

Kestra Advisory Services, LLC

CLOSED

Shares0 from 141,428

Change-141,428 (-100%)

Value$0 (-$11.0K)

Filed 2026-02-13

Bluefin Capital Management, LLC

CLOSED

Shares0 from 136,311

Change-136,311 (-100%)

Value$0 (-$10.6K)

Filed 2026-04-29

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 115,804

Change-115,804 (-100%)

Value$0 (-$9)

Filed 2026-02-12

Rathbones Group PLC

CLOSED

Shares0 from 108,327

Change-108,327 (-100%)

Value$0 (-$8.4K)

Filed 2026-06-09

Sanctuary Advisors, LLC

CLOSED

Shares0 from 106,171

Change-106,171 (-100%)

Value$0 (-$8.3K)

Filed 2026-01-29

First Trust Advisors LP

CLOSED

Shares0 from 101,770

Change-101,770 (-100%)

Value$0 (-$7.9K)

Filed 2026-02-13

Cable Car Capital, LPA

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$7.8K)

Filed 2026-02-17

Smith Asset Management Co., LLC

CLOSED

Shares0 from 98,699

Change-98,699 (-100%)

Value$0 (-$7.7K)

Filed 2026-02-19

JPMorgan Chase & Co

CLOSED

Shares0 from 96,000

Change-96,000 (-100%)

Value$0 (-$7.5K)

Filed 2026-02-11

Osaic Holdings, Inc.

CLOSED

Shares0 from 94,574

Change-94,574 (-100%)

Value$0 (-$6.6K)

Filed 2026-02-17

Matrix Private Capital Group LLC

CLOSED

Shares0 from 91,443

Change-91,443 (-100%)

Value$0 (-$7.1K)

Filed 2026-02-17

Virtu Financial LLC

CLOSED

Shares0 from 86,023

Change-86,023 (-100%)

Value$0 (-$7)

Filed 2026-02-23

Accel Wealth Management

CLOSED

Shares0 from 85,987

Change-85,987 (-100%)

Value$0 (-$6.7K)

Filed 2026-01-20

Franklin Street Advisors Inc

CLOSED

Shares0 from 81,364

Change-81,364 (-100%)

Value$0 (-$6.3K)

Filed 2026-01-21

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 81,281

Change-81,281 (-100%)

Value$0 (-$6)

Filed 2026-02-05

Consolidated Portfolio Review Corp

CLOSED

Shares0 from 80,108

Change-80,108 (-100%)

Value$0 (-$6.2K)

Filed 2026-01-26

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 79,598

Change-79,598 (-100%)

Value$0 (-$6.2K)

Filed 2026-01-29

Private Advisor Group, LLC

CLOSED

Shares0 from 79,206

Change-79,206 (-100%)

Value$0 (-$6.2K)

Filed 2026-02-17

ExodusPoint Capital Management, LP

CLOSED

Shares0 from 78,209

Change-78,209 (-100%)

Value$0 (-$6.1K)

Filed 2026-02-17

Captrust Financial Advisors

CLOSED

Shares0 from 71,951

Change-71,951 (-100%)

Value$0 (-$5.6K)

Filed 2026-02-17

Wedbush Securities Inc

CLOSED

Shares0 from 68,404

Change-68,404 (-100%)

Value$0 (-$5)

Filed 2026-02-12

Truist Financial Corp

CLOSED

Shares0 from 66,704

Change-66,704 (-100%)

Value$0 (-$5.2K)

Filed 2026-02-02

NewEdge Advisors, LLC

CLOSED

Shares0 from 61,796

Change-61,796 (-100%)

Value$0 (-$4.8K)

Filed 2026-02-18

Janney Montgomery Scott LLC

CLOSED

Shares0 from 59,261

Change-59,261 (-100%)

Value$0 (-$5)

Filed 2026-02-11

City of London Investment Management Co LTD

CLOSED

Shares0 from 55,300

Change-55,300 (-100%)

Value$0 (-$4.3K)

Filed 2026-02-13

Advisory Services Network, LLC

CLOSED

Shares0 from 54,899

Change-54,899 (-100%)

Value$0 (-$4.3K)

Filed 2026-02-17

Aviance Capital Partners, LLC

CLOSED

Shares0 from 54,046

Change-54,046 (-100%)

Value$0 (-$4.2K)

Filed 2026-02-06

PMG Family Office LLC

CLOSED

Shares0 from 50,944

Change-50,944 (-100%)

Value$0 (-$4.0K)

Filed 2026-01-28

Creative Planning

CLOSED

Shares0 from 48,149

Change-48,149 (-100%)

Value$0 (-$3.8K)

Filed 2026-02-17

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 46,781

Change-46,781 (-100%)

Value$0 (-$3.6K)

Filed 2026-02-11

Beacon Capital Management, Inc.

CLOSED

Shares0 from 45,000

Change-45,000 (-100%)

Value$0 (-$3.5K)

Filed 2026-02-12

NWF Advisory Services Inc.

CLOSED

Shares0 from 41,811

Change-41,811 (-100%)

Value$0 (-$3.3K)

Filed 2026-03-03

Susquehanna International Group, LLP

CLOSED

Shares0 from 40,460

Change-40,460 (-100%)

Value$0 (-$3.2K)

Filed 2026-02-17

&partners

CLOSED

Shares0 from 40,001

Change-40,001 (-100%)

Value$0 (-$3.1K)

Filed 2026-02-17

Benjamin Edwards Inc

CLOSED

Shares0 from 38,211

Change-38,211 (-100%)

Value$0 (-$3.0K)

Filed 2026-02-02

Strategic Wealth Partners, Ltd.

CLOSED

Shares0 from 38,057

Change-38,057 (-100%)

Value$0 (-$3.0K)

Filed 2026-05-12

Symphony Financial Services, Inc.

CLOSED

Shares0 from 35,098

Change-35,098 (-100%)

Value$0 (-$2.7K)

Filed 2026-02-12

CWM, LLC

CLOSED

Shares0 from 34,984

Change-34,984 (-100%)

Value$0 (-$3)

Filed 2026-01-26

Mariner, LLC

CLOSED

Shares0 from 33,525

Change-33,525 (-100%)

Value$0 (-$2.6K)

Filed 2026-02-13

Oppenheimer & Co Inc

CLOSED

Shares0 from 32,775

Change-32,775 (-100%)

Value$0 (-$2.6K)

Filed 2026-02-02

AlphaStar Capital Management, LLC

CLOSED

Shares0 from 32,624

Change-32,624 (-100%)

Value$0 (-$2.5K)

Filed 2026-02-02

Certified Advisory Corp

CLOSED

Shares0 from 32,252

Change-32,252 (-100%)

Value$0 (-$2.5K)

Filed 2026-01-12

Envestnet Asset Management Inc

CLOSED

Shares0 from 31,968

Change-31,968 (-100%)

Value$0 (-$2.5K)

Filed 2026-02-10

Prospera Financial Services Inc

CLOSED

Shares0 from 31,717

Change-31,717 (-100%)

Value$0 (-$2.5K)

Filed 2026-02-09

Integrated Advisors Network LLC

CLOSED

Shares0 from 31,551

Change-31,551 (-100%)

Value$0 (-$2.5K)

Filed 2026-02-17

AlphaCore Capital LLC

CLOSED

Shares0 from 30,379

Change-30,379 (-100%)

Value$0 (-$2.4K)

Filed 2026-02-05

Mercer Global Advisors Inc

CLOSED

Shares0 from 29,736

Change-29,736 (-100%)

Value$0 (-$2.3K)

Filed 2026-02-18

Focus Partners Wealth

CLOSED

Shares0 from 29,422

Change-29,422 (-100%)

Value$0 (-$2.3K)

Filed 2026-02-13

Coastal Bridge Advisors, LLC

CLOSED

Shares0 from 27,558

Change-27,558 (-100%)

Value$0 (-$2.2K)

Filed 2026-02-18

Triumph Capital Management

CLOSED

Shares0 from 27,292

Change-27,292 (-100%)

Value$0 (-$2.1K)

Filed 2026-02-12

Pathstone Holdings, LLC

CLOSED

Shares0 from 25,976

Change-25,976 (-100%)

Value$0 (-$2.0K)

Filed 2026-02-13

Waverly Advisors, LLC

CLOSED

Shares0 from 25,975

Change-25,975 (-100%)

Value$0 (-$2.0K)

Filed 2026-02-17

Garden State Investment Advisory Services LLC

CLOSED

Shares0 from 25,228

Change-25,228 (-100%)

Value$0 (-$2.0K)

Filed 2026-02-17

GTS Securities LLC

CLOSED

Shares0 from 24,527

Change-24,527 (-100%)

Value$0 (-$1.9K)

Filed 2026-02-13

Walleye Capital LLC

CLOSED

Shares0 from 24,053

Change-24,053 (-100%)

Value$0 (-$1.9K)

Filed 2026-02-13

Samalin Investment Counsel, LLC

CLOSED

Shares0 from 23,763

Change-23,763 (-100%)

Value$0 (-$1.9K)

Filed 2026-01-30

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 23,537

Change-23,537 (-100%)

Value$0 (-$1.8K)

Filed 2026-02-09

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 23,270

Change-23,270 (-100%)

Value$0 (-$1.8K)

Filed 2026-02-12

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 23,257

Change-23,257 (-100%)

Value$0 (-$1.8K)

Filed 2026-01-21

Meridian Investment Counsel Inc.

CLOSED

Shares0 from 23,181

Change-23,181 (-100%)

Value$0 (-$1.8K)

Filed 2026-01-20

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 22,598

Change-22,598 (-100%)

Value$0 (-$1.8K)

Filed 2026-02-06

Maridea Wealth Management LLC

CLOSED

Shares0 from 22,556

Change-22,556 (-100%)

Value$0 (-$1.0K)

Filed 2026-01-08

Atlas Brown,Inc.

CLOSED

Shares0 from 22,423

Change-22,423 (-100%)

Value$0 (-$1.7K)

Filed 2026-01-09

Stratos Wealth Partners, Ltd.

CLOSED

Shares0 from 22,359

Change-22,359 (-100%)

Value$0 (-$1.7K)

Filed 2026-01-20

Abel Hall, LLC

CLOSED

Shares0 from 22,000

Change-22,000 (-100%)

Value$0 (-$1.7K)

Filed 2026-02-17

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 21,520

Change-21,520 (-100%)

Value$0 (-$1.5K)

Filed 2026-01-08

Quad-Cities Investment Group, LLC

CLOSED

Shares0 from 20,731

Change-20,731 (-100%)

Value$0 (-$1.6K)

Filed 2026-01-14

Weinberger Asset Management, Inc

CLOSED

Shares0 from 20,150

Change-20,150 (-100%)

Value$0 (-$1.6K)

Filed 2026-02-09

Mission Hills Financial Advisory, LLC

CLOSED

Shares0 from 19,727

Change-19,727 (-100%)

Value$0 (-$1.5K)

Filed 2026-02-02

Sargent Investment Group, LLC

CLOSED

Shares0 from 19,085

Change-19,085 (-100%)

Value$0 (-$1.5K)

Filed 2026-02-13

Cary Street Partners Financial LLC

CLOSED

Shares0 from 18,342

Change-18,342 (-100%)

Value$0 (-$1.4K)

Filed 2026-02-09

North Star Investment Management Corp.

CLOSED

Shares0 from 17,588

Change-17,588 (-100%)

Value$0 (-$1.4K)

Filed 2026-01-30

Two Sigma Securities, LLC

CLOSED

Shares0 from 17,424

Change-17,424 (-100%)

Value$0 (-$1.4K)

Filed 2026-02-17

MML Investors Services, LLC

CLOSED

Shares0 from 17,422

Change-17,422 (-100%)

Value$0 (-$1.4K)

Filed 2026-02-13

Commerce Bank

CLOSED

Shares0 from 16,740

Change-16,740 (-100%)

Value$0 (-$1.3K)

Filed 2026-02-13

Jane Street Group, LLC

CLOSED

Shares0 from 16,564

Change-16,564 (-100%)

Value$0 (-$1.3K)

Filed 2026-02-12

Merit Financial Group, LLC

CLOSED

Shares0 from 16,504

Change-16,504 (-100%)

Value$0 (-$1.3K)

Filed 2026-01-26

Tyche Wealth Partners LLC

CLOSED

Shares0 from 15,035

Change-15,035 (-100%)

Value$0 (-$1.2K)

Filed 2026-01-23

Primoris Wealth Advisors, LLC

CLOSED

Shares0 from 14,590

Change-14,590 (-100%)

Value$0 (-$1.1K)

Filed 2026-02-03

Davenport & Co LLC

CLOSED

Shares0 from 13,873

Change-13,873 (-100%)

Value$0 (-$1.1K)

Filed 2026-01-12

Pekin Hardy Strauss, Inc.

CLOSED

Shares0 from 13,625

Change-13,625 (-100%)

Value$0 (-$1.1K)

Filed 2026-01-30

WealthBridge Capital Management, LLC

CLOSED

Shares0 from 12,812

Change-12,812 (-100%)

Value$0 (-$999)

Filed 2026-01-21

Baird Financial Group, Inc.

CLOSED

Shares0 from 12,619

Change-12,619 (-100%)

Value$0 (-$984)

Filed 2026-02-13

Modern Wealth Management, LLC

CLOSED

Shares0 from 12,495

Change-12,495 (-100%)

Value$0 (-$975)

Filed 2026-02-17

Belpointe Asset Management LLC

CLOSED

Shares0 from 12,432

Change-12,432 (-100%)

Value$0 (-$970)

Filed 2026-01-27

Walled Lake Planning & Wealth Management, LLC

CLOSED

Shares0 from 12,275

Change-12,275 (-100%)

Value$0 (-$957)

Filed 2026-02-12

Comprehensive Money Management Services LLC

CLOSED

Shares0 from 12,226

Change-12,226 (-100%)

Value$0 (-$954)

Filed 2026-01-22

Live Oak Private Wealth LLC

CLOSED

Shares0 from 12,075

Change-12,075 (-100%)

Value$0 (-$942)

Filed 2026-01-23

Independent Financial Group, LLC

CLOSED

Shares0 from 12,042

Change-12,042 (-100%)

Value$0 (-$939)

Filed 2026-05-15

Community Bank of Raymore

CLOSED

Shares0 from 12,010

Change-12,010 (-100%)

Value$0 (-$936)

Filed 2026-01-23

Dakota Wealth Management

CLOSED

Shares0 from 11,872

Change-11,872 (-100%)

Value$0 (-$927)

Filed 2026-08-26

National Wealth Management Group, LLC

CLOSED

Shares0 from 11,815

Change-11,815 (-100%)

Value$0 (-$922)

Filed 2026-01-12

Uniting Wealth Partners, LLC

CLOSED

Shares0 from 11,735

Change-11,735 (-100%)

Value$0 (-$915)

Filed 2026-02-13

Channel Wealth LLC

CLOSED

Shares0 from 11,582

Change-11,582 (-100%)

Value$0 (-$903)

Filed 2026-02-03

Apollon Wealth Management, LLC

CLOSED

Shares0 from 11,350

Change-11,350 (-100%)

Value$0 (-$885)

Filed 2026-01-22

Almanack Investment Partners, Llc.

CLOSED

Shares0 from 10,889

Change-10,889 (-100%)

Value$0 (-$849)

Filed 2026-01-29

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 10,517

Change-10,517 (-100%)

Value$0 (-$820)

Filed 2026-01-14

Fifth Third Bancorp

CLOSED

Shares0 from 10,498

Change-10,498 (-100%)

Value$0 (-$819)

Filed 2026-02-02

Equitable Holdings, Inc.

CLOSED

Shares0 from 10,278

Change-10,278 (-100%)

Value$0 (-$802)

Filed 2026-02-17

FAS Wealth Partners, Inc.

CLOSED

Shares0 from 10,199

Change-10,199 (-100%)

Value$0 (-$796)

Filed 2026-02-18

WealthTrust Axiom LLC

CLOSED

Shares0 from 10,052

Change-10,052 (-100%)

Value$0 (-$784)

Filed 2026-02-13

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$780)

Filed 2026-01-21

Nfsg Corp

CLOSED

Shares0 from 9,408

Change-9,408 (-100%)

Value$0 (-$734)

Filed 2026-01-21

Arax Advisory Partners

CLOSED

Shares0 from 9,229

Change-9,229 (-100%)

Value$0 (-$719)

Filed 2026-02-13

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 9,212

Change-9,212 (-100%)

Value$0 (-$719)

Filed 2026-02-10

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 7,296

Change-7,296 (-100%)

Value$0 (-$569)

Filed 2026-03-17

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 6,836

Change-6,836 (-100%)

Value$0 (-$1)

Filed 2026-01-21

Zions Bancorporation, National Association

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$468)

Filed 2026-02-11

Ashton Thomas Securities, LLC

CLOSED

Shares0 from 5,876

Change-5,876 (-100%)

Value$0 (-$458)

Filed 2026-02-02

Gen-Wealth Partners Inc

CLOSED

Shares0 from 5,775

Change-5,775 (-100%)

Value$0 (-$450)

Filed 2026-02-13

Allworth Financial LP

CLOSED

Shares0 from 5,395

Change-5,395 (-100%)

Value$0 (-$421)

Filed 2026-02-05

Founders Financial Alliance, LLC

CLOSED

Shares0 from 5,268

Change-5,268 (-100%)

Value$0 (-$410)

Filed 2026-02-12

CoreCap Advisors, LLC

CLOSED

Shares0 from 5,144

Change-5,144 (-100%)

Value$0 (-$401)

Filed 2026-01-13

Atlantic Trust Group, LLC

CLOSED

Shares0 from 4,933

Change-4,933 (-100%)

Value$0 (-$387)

Filed 2026-02-12

Golden State Wealth Management, LLC

CLOSED

Shares0 from 4,825

Change-4,825 (-100%)

Value$0 (-$378)

Filed 2026-02-13

Ameritas Advisory Services, LLC

CLOSED

Shares0 from 3,800

Change-3,800 (-100%)

Value$0 (-$296)

Filed 2026-02-04

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 3,400

Change-3,400 (-100%)

Value$0 (-$265)

Filed 2026-02-06

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 2,272

Change-2,272 (-100%)

Value$0 (-$177)

Filed 2026-01-07

Global Retirement Partners, LLC

CLOSED

Shares0 from 2,137

Change-2,137 (-100%)

Value$0 (-$167)

Filed 2026-02-06

Trust Co of Toledo NA

CLOSED

Shares0 from 2,100

Change-2,100 (-100%)

Value$0 (-$164)

Filed 2026-01-20

US Bancorp \de\

CLOSED

Shares0 from 2,078

Change-2,078 (-100%)

Value$0 (-$162)

Filed 2026-01-30

Private Trust Co NA

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$156)

Filed 2026-01-26

Cullen T Bankers, Inc.

CLOSED

Shares0 from 1,842

Change-1,842 (-100%)

Value$0 (-$144)

Filed 2026-02-06

Salomon & Ludwin, LLC

CLOSED

Shares0 from 1,833

Change-1,833 (-100%)

Value$0 (-$114)

Filed 2026-01-28

BFC Planning, Inc.

CLOSED

Shares0 from 1,741

Change-1,741 (-100%)

Value$0 (-$135)

Filed 2026-10-29

Wealthspire Advisors, LLC

CLOSED

Shares0 from 1,740

Change-1,740 (-100%)

Value$0 (-$136)

Filed 2026-02-13

Sunbelt Securities, Inc.

CLOSED

Shares0 from 1,694

Change-1,694 (-100%)

Value$0 (-$132)

Filed 2026-02-20

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,650

Change-1,650 (-100%)

Value$0 (-$129)

Filed 2026-01-20

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 1,284

Change-1,284 (-100%)

Value$0 (-$101)

Filed 2026-01-29

Brown, Lisle Ings, Inc.

CLOSED

Shares0 from 1,276

Change-1,276 (-100%)

Value$0 (-$100)

Filed 2026-01-23

MAI Capital Management

CLOSED

Shares0 from 1,238

Change-1,238 (-100%)

Value$0 (-$97)

Filed 2026-02-13

Wilmington Savings Fund Society, FSB

CLOSED

Shares0 from 1,089

Change-1,089 (-100%)

Value$0 (-$85)

Filed 2026-02-12

Old Second National Bank of Aurora

CLOSED

Shares0 from 755

Change-755 (-100%)

Value$0 (-$59)

Filed 2026-01-27

Hollencrest Capital Management

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$55)

Filed 2026-02-12

Ancora Advisors LLCA

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$55)

Filed 2026-02-17

Central Trust Co

CLOSED

Shares0 from 650

Change-650 (-100%)

Value$0 (-$51)

Filed 2026-02-02

TD Capital Management LLC

CLOSED

Shares0 from 599

Change-599 (-100%)

Value$0 (-$47)

Filed 2026-02-26

Asset Dedication, LLC

CLOSED

Shares0 from 562

Change-562 (-100%)

Value$0 (-$44)

Filed 2026-01-26

Armstrong Advisory Group, Inc

CLOSED

Shares0 from 559

Change-559 (-100%)

Value$0 (-$44)

Filed 2026-01-08

Aventura Private Wealth, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$39)

Filed 2026-01-07

Sound Income Strategies, LLC

CLOSED

Shares0 from 409

Change-409 (-100%)

Value$0 (-$22)

Filed 2026-01-21

Parallel Advisors, LLC

CLOSED

Shares0 from 356

Change-356 (-100%)

Value$0 (-$28)

Filed 2026-02-11

Princeton Global Asset Management LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$27)

Filed 2026-01-20

Avion Wealth

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 ($0)

Filed 2026-01-23

Russell Investments Group, Ltd.

CLOSED

Shares0 from 227

Change-227 (-100%)

Value$0 (-$18)

Filed 2026-02-17

Fortis Group Advisors, LLC

CLOSED

Shares0 from 227

Change-227 (-100%)

Value$0 (-$18)

Filed 2026-02-06

Westside Investment Management, Inc.

CLOSED

Shares0 from 225

Change-225 (-100%)

Value$0 (-$18)

Filed 2026-01-23

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 210

Change-210 (-100%)

Value$0 (-$16)

Filed 2026-10-30

Clearstead Advisors, LLC

CLOSED

Shares0 from 194

Change-194 (-100%)

Value$0 (-$16)

Filed 2026-02-09

Delta Asset Management LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$12)

Filed 2026-02-09

FNY Investment Advisers, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 ($0)

Filed 2026-01-16

Blue Trust, Inc.

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$5)

Filed 2026-01-16

Transamerica Financial Advisors, LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$2)

Filed 2026-02-13

Dhjj Financial Advisors, Ltd.

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$2)

Filed 2026-01-23

Salem Investment Counselors Inc

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$2)

Filed 2026-01-12

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$1)

Filed 2026-02-17

Ameriprise Financial Inc

N/A

Shares— from 263,964

Change-263,964 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 34,309

Change-34,309 (-100%)

Value—

LexAurum Advisors, LLC

N/A

Shares— from 20,563

Change-20,563 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 18,436

Change-18,436 (-100%)

Value—

Lowe fs, LLC

N/A

Shares— from 1,780

Change-1,780 (-100%)

Value—

	Status
IFP Advisors, Inc	UNCHANGED	615	615	0	0%	$48	$28	-$20	2026-02-06
Paralel Advisors LLC	CLOSED	0	2,750,000	-2,750,000	-100%	$214.5K	$0	-$214.5K	2026-02-12
UBS Group AG	CLOSED	0	2,343,220	-2,343,220	-100%	$182.8K	$0	-$182.8K	2026-01-29
Morgan Stanley	CLOSED	0	1,727,513	-1,727,513	-100%	$134.7K	$0	-$134.7K	2026-05-27
Wells Fargo & Company	CLOSED	0	1,188,283	-1,188,283	-100%	$92.7K	$0	-$92.7K	2026-02-13
Raymond James Financial Inc	CLOSED	0	811,962	-811,962	-100%	$63.3K	$0	-$63.3K	2026-02-18
Bank of America Corp	CLOSED	0	766,529	-766,529	-100%	$59.8K	$0	-$59.8K	2026-02-17
Royal Bank of Canada	CLOSED	0	721,261	-721,261	-100%	$56.0K	$0	-$56.0K	2026-02-17
LPL Financial LLC	CLOSED	0	560,027	-560,027	-100%	$43.7K	$0	-$43.7K	2026-02-11
Sculptor Capital LP	CLOSED	0	484,312	-484,312	-100%	$37.8K	$0	-$37.8K	2026-02-13
Marex Group Ltd	CLOSED	0	480,104	-480,104	-100%	$37.4K	$0	-$37.4K	2026-02-12
SIT Investment Associates Inc	CLOSED	0	464,073	-464,073	-100%	$36	$0	-$36	2026-02-25
SRH Advisors, LLC	CLOSED	0	407,864	-407,864	-100%	$31.8K	$0	-$31.8K	2026-01-21
Boothbay Fund Management, LLC	CLOSED	0	401,643	-401,643	-100%	$31.3K	$0	-$31.3K	2026-02-17
Alpine Global Management, LLC	CLOSED	0	398,600	-398,600	-100%	$31.1K	$0	-$31.1K	2026-02-26
Stifel Financial Corp	CLOSED	0	310,151	-310,151	-100%	$24.2K	$0	-$24.2K	2026-02-13
Cornerstone Advisors, LLC	CLOSED	0	236,764	-236,764	-100%	$18.5K	$0	-$18.5K	2026-02-13
Cetera Investment Advisers	CLOSED	0	199,085	-199,085	-100%	$15.5K	$0	-$15.5K	2026-02-17
Yakira Capital Management, Inc.	CLOSED	0	190,825	-190,825	-100%	$14.9K	$0	-$14.9K	2026-02-13
Balyasny Asset Management L.P.	CLOSED	0	189,663	-189,663	-100%	$14.8K	$0	-$14.8K	2026-02-17
Almitas Capital LLC	CLOSED	0	185,878	-185,878	-100%	$14.5K	$0	-$14.5K	2026-02-17
HRT Financial LP	CLOSED	0	143,173	-143,173	-100%	$11	$0	-$11	2026-02-12
Kestra Advisory Services, LLC	CLOSED	0	141,428	-141,428	-100%	$11.0K	$0	-$11.0K	2026-02-13
Bluefin Capital Management, LLC	CLOSED	0	136,311	-136,311	-100%	$10.6K	$0	-$10.6K	2026-04-29
Commonwealth Equity Services, LLC	CLOSED	0	115,804	-115,804	-100%	$9	$0	-$9	2026-02-12
Rathbones Group PLC	CLOSED	0	108,327	-108,327	-100%	$8.4K	$0	-$8.4K	2026-06-09
Sanctuary Advisors, LLC	CLOSED	0	106,171	-106,171	-100%	$8.3K	$0	-$8.3K	2026-01-29
First Trust Advisors LP	CLOSED	0	101,770	-101,770	-100%	$7.9K	$0	-$7.9K	2026-02-13
Cable Car Capital, LPA	CLOSED	0	100,000	-100,000	-100%	$7.8K	$0	-$7.8K	2026-02-17
Smith Asset Management Co., LLC	CLOSED	0	98,699	-98,699	-100%	$7.7K	$0	-$7.7K	2026-02-19
JPMorgan Chase & Co	CLOSED	0	96,000	-96,000	-100%	$7.5K	$0	-$7.5K	2026-02-11
Osaic Holdings, Inc.	CLOSED	0	94,574	-94,574	-100%	$6.6K	$0	-$6.6K	2026-02-17
Matrix Private Capital Group LLC	CLOSED	0	91,443	-91,443	-100%	$7.1K	$0	-$7.1K	2026-02-17
Virtu Financial LLC	CLOSED	0	86,023	-86,023	-100%	$7	$0	-$7	2026-02-23
Accel Wealth Management	CLOSED	0	85,987	-85,987	-100%	$6.7K	$0	-$6.7K	2026-01-20
Franklin Street Advisors Inc	CLOSED	0	81,364	-81,364	-100%	$6.3K	$0	-$6.3K	2026-01-21
Cambridge Investment Research Advisors, Inc.	CLOSED	0	81,281	-81,281	-100%	$6	$0	-$6	2026-02-05
Consolidated Portfolio Review Corp	CLOSED	0	80,108	-80,108	-100%	$6.2K	$0	-$6.2K	2026-01-26
Kestra Private Wealth Services, LLC	CLOSED	0	79,598	-79,598	-100%	$6.2K	$0	-$6.2K	2026-01-29
Private Advisor Group, LLC	CLOSED	0	79,206	-79,206	-100%	$6.2K	$0	-$6.2K	2026-02-17
ExodusPoint Capital Management, LP	CLOSED	0	78,209	-78,209	-100%	$6.1K	$0	-$6.1K	2026-02-17
Captrust Financial Advisors	CLOSED	0	71,951	-71,951	-100%	$5.6K	$0	-$5.6K	2026-02-17
Wedbush Securities Inc	CLOSED	0	68,404	-68,404	-100%	$5	$0	-$5	2026-02-12
Truist Financial Corp	CLOSED	0	66,704	-66,704	-100%	$5.2K	$0	-$5.2K	2026-02-02
NewEdge Advisors, LLC	CLOSED	0	61,796	-61,796	-100%	$4.8K	$0	-$4.8K	2026-02-18
Janney Montgomery Scott LLC	CLOSED	0	59,261	-59,261	-100%	$5	$0	-$5	2026-02-11
City of London Investment Management Co LTD	CLOSED	0	55,300	-55,300	-100%	$4.3K	$0	-$4.3K	2026-02-13
Advisory Services Network, LLC	CLOSED	0	54,899	-54,899	-100%	$4.3K	$0	-$4.3K	2026-02-17
Aviance Capital Partners, LLC	CLOSED	0	54,046	-54,046	-100%	$4.2K	$0	-$4.2K	2026-02-06
PMG Family Office LLC	CLOSED	0	50,944	-50,944	-100%	$4.0K	$0	-$4.0K	2026-01-28
Creative Planning	CLOSED	0	48,149	-48,149	-100%	$3.8K	$0	-$3.8K	2026-02-17
J.W. Cole Advisors, Inc.	CLOSED	0	46,781	-46,781	-100%	$3.6K	$0	-$3.6K	2026-02-11
Beacon Capital Management, Inc.	CLOSED	0	45,000	-45,000	-100%	$3.5K	$0	-$3.5K	2026-02-12
NWF Advisory Services Inc.	CLOSED	0	41,811	-41,811	-100%	$3.3K	$0	-$3.3K	2026-03-03
Susquehanna International Group, LLP	CLOSED	0	40,460	-40,460	-100%	$3.2K	$0	-$3.2K	2026-02-17
&partners	CLOSED	0	40,001	-40,001	-100%	$3.1K	$0	-$3.1K	2026-02-17
Benjamin Edwards Inc	CLOSED	0	38,211	-38,211	-100%	$3.0K	$0	-$3.0K	2026-02-02
Strategic Wealth Partners, Ltd.	CLOSED	0	38,057	-38,057	-100%	$3.0K	$0	-$3.0K	2026-05-12
Symphony Financial Services, Inc.	CLOSED	0	35,098	-35,098	-100%	$2.7K	$0	-$2.7K	2026-02-12
CWM, LLC	CLOSED	0	34,984	-34,984	-100%	$3	$0	-$3	2026-01-26
Mariner, LLC	CLOSED	0	33,525	-33,525	-100%	$2.6K	$0	-$2.6K	2026-02-13
Oppenheimer & Co Inc	CLOSED	0	32,775	-32,775	-100%	$2.6K	$0	-$2.6K	2026-02-02
AlphaStar Capital Management, LLC	CLOSED	0	32,624	-32,624	-100%	$2.5K	$0	-$2.5K	2026-02-02
Certified Advisory Corp	CLOSED	0	32,252	-32,252	-100%	$2.5K	$0	-$2.5K	2026-01-12
Envestnet Asset Management Inc	CLOSED	0	31,968	-31,968	-100%	$2.5K	$0	-$2.5K	2026-02-10
Prospera Financial Services Inc	CLOSED	0	31,717	-31,717	-100%	$2.5K	$0	-$2.5K	2026-02-09
Integrated Advisors Network LLC	CLOSED	0	31,551	-31,551	-100%	$2.5K	$0	-$2.5K	2026-02-17
AlphaCore Capital LLC	CLOSED	0	30,379	-30,379	-100%	$2.4K	$0	-$2.4K	2026-02-05
Mercer Global Advisors Inc	CLOSED	0	29,736	-29,736	-100%	$2.3K	$0	-$2.3K	2026-02-18
Focus Partners Wealth	CLOSED	0	29,422	-29,422	-100%	$2.3K	$0	-$2.3K	2026-02-13
Coastal Bridge Advisors, LLC	CLOSED	0	27,558	-27,558	-100%	$2.2K	$0	-$2.2K	2026-02-18
Triumph Capital Management	CLOSED	0	27,292	-27,292	-100%	$2.1K	$0	-$2.1K	2026-02-12
Pathstone Holdings, LLC	CLOSED	0	25,976	-25,976	-100%	$2.0K	$0	-$2.0K	2026-02-13
Waverly Advisors, LLC	CLOSED	0	25,975	-25,975	-100%	$2.0K	$0	-$2.0K	2026-02-17
Garden State Investment Advisory Services LLC	CLOSED	0	25,228	-25,228	-100%	$2.0K	$0	-$2.0K	2026-02-17
GTS Securities LLC	CLOSED	0	24,527	-24,527	-100%	$1.9K	$0	-$1.9K	2026-02-13
Walleye Capital LLC	CLOSED	0	24,053	-24,053	-100%	$1.9K	$0	-$1.9K	2026-02-13
Samalin Investment Counsel, LLC	CLOSED	0	23,763	-23,763	-100%	$1.9K	$0	-$1.9K	2026-01-30
Kingsview Wealth Management, LLC	CLOSED	0	23,537	-23,537	-100%	$1.8K	$0	-$1.8K	2026-02-09
Steward Partners Investment Advisory, LLC	CLOSED	0	23,270	-23,270	-100%	$1.8K	$0	-$1.8K	2026-02-12
Capital Investment Advisory Services, LLC	CLOSED	0	23,257	-23,257	-100%	$1.8K	$0	-$1.8K	2026-01-21
Meridian Investment Counsel Inc.	CLOSED	0	23,181	-23,181	-100%	$1.8K	$0	-$1.8K	2026-01-20
PNC Financial Services Group, Inc.	CLOSED	0	22,598	-22,598	-100%	$1.8K	$0	-$1.8K	2026-02-06
Maridea Wealth Management LLC	CLOSED	0	22,556	-22,556	-100%	$1.0K	$0	-$1.0K	2026-01-08
Atlas Brown,Inc.	CLOSED	0	22,423	-22,423	-100%	$1.7K	$0	-$1.7K	2026-01-09
Stratos Wealth Partners, Ltd.	CLOSED	0	22,359	-22,359	-100%	$1.7K	$0	-$1.7K	2026-01-20
Abel Hall, LLC	CLOSED	0	22,000	-22,000	-100%	$1.7K	$0	-$1.7K	2026-02-17
Wealth Enhancement Advisory Services, LLC	CLOSED	0	21,520	-21,520	-100%	$1.5K	$0	-$1.5K	2026-01-08
Quad-Cities Investment Group, LLC	CLOSED	0	20,731	-20,731	-100%	$1.6K	$0	-$1.6K	2026-01-14
Weinberger Asset Management, Inc	CLOSED	0	20,150	-20,150	-100%	$1.6K	$0	-$1.6K	2026-02-09
Mission Hills Financial Advisory, LLC	CLOSED	0	19,727	-19,727	-100%	$1.5K	$0	-$1.5K	2026-02-02
Sargent Investment Group, LLC	CLOSED	0	19,085	-19,085	-100%	$1.5K	$0	-$1.5K	2026-02-13
Cary Street Partners Financial LLC	CLOSED	0	18,342	-18,342	-100%	$1.4K	$0	-$1.4K	2026-02-09
North Star Investment Management Corp.	CLOSED	0	17,588	-17,588	-100%	$1.4K	$0	-$1.4K	2026-01-30
Two Sigma Securities, LLC	CLOSED	0	17,424	-17,424	-100%	$1.4K	$0	-$1.4K	2026-02-17
MML Investors Services, LLC	CLOSED	0	17,422	-17,422	-100%	$1.4K	$0	-$1.4K	2026-02-13
Commerce Bank	CLOSED	0	16,740	-16,740	-100%	$1.3K	$0	-$1.3K	2026-02-13
Jane Street Group, LLC	CLOSED	0	16,564	-16,564	-100%	$1.3K	$0	-$1.3K	2026-02-12
Merit Financial Group, LLC	CLOSED	0	16,504	-16,504	-100%	$1.3K	$0	-$1.3K	2026-01-26
Tyche Wealth Partners LLC	CLOSED	0	15,035	-15,035	-100%	$1.2K	$0	-$1.2K	2026-01-23
Primoris Wealth Advisors, LLC	CLOSED	0	14,590	-14,590	-100%	$1.1K	$0	-$1.1K	2026-02-03
Davenport & Co LLC	CLOSED	0	13,873	-13,873	-100%	$1.1K	$0	-$1.1K	2026-01-12
Pekin Hardy Strauss, Inc.	CLOSED	0	13,625	-13,625	-100%	$1.1K	$0	-$1.1K	2026-01-30
WealthBridge Capital Management, LLC	CLOSED	0	12,812	-12,812	-100%	$999	$0	-$999	2026-01-21
Baird Financial Group, Inc.	CLOSED	0	12,619	-12,619	-100%	$984	$0	-$984	2026-02-13
Modern Wealth Management, LLC	CLOSED	0	12,495	-12,495	-100%	$975	$0	-$975	2026-02-17
Belpointe Asset Management LLC	CLOSED	0	12,432	-12,432	-100%	$970	$0	-$970	2026-01-27
Walled Lake Planning & Wealth Management, LLC	CLOSED	0	12,275	-12,275	-100%	$957	$0	-$957	2026-02-12
Comprehensive Money Management Services LLC	CLOSED	0	12,226	-12,226	-100%	$954	$0	-$954	2026-01-22
Live Oak Private Wealth LLC	CLOSED	0	12,075	-12,075	-100%	$942	$0	-$942	2026-01-23
Independent Financial Group, LLC	CLOSED	0	12,042	-12,042	-100%	$939	$0	-$939	2026-05-15
Community Bank of Raymore	CLOSED	0	12,010	-12,010	-100%	$936	$0	-$936	2026-01-23
Dakota Wealth Management	CLOSED	0	11,872	-11,872	-100%	$927	$0	-$927	2026-08-26
National Wealth Management Group, LLC	CLOSED	0	11,815	-11,815	-100%	$922	$0	-$922	2026-01-12
Uniting Wealth Partners, LLC	CLOSED	0	11,735	-11,735	-100%	$915	$0	-$915	2026-02-13
Channel Wealth LLC	CLOSED	0	11,582	-11,582	-100%	$903	$0	-$903	2026-02-03
Apollon Wealth Management, LLC	CLOSED	0	11,350	-11,350	-100%	$885	$0	-$885	2026-01-22
Almanack Investment Partners, Llc.	CLOSED	0	10,889	-10,889	-100%	$849	$0	-$849	2026-01-29
Wealthcare Advisory Partners LLC	CLOSED	0	10,517	-10,517	-100%	$820	$0	-$820	2026-01-14
Fifth Third Bancorp	CLOSED	0	10,498	-10,498	-100%	$819	$0	-$819	2026-02-02
Equitable Holdings, Inc.	CLOSED	0	10,278	-10,278	-100%	$802	$0	-$802	2026-02-17
FAS Wealth Partners, Inc.	CLOSED	0	10,199	-10,199	-100%	$796	$0	-$796	2026-02-18
WealthTrust Axiom LLC	CLOSED	0	10,052	-10,052	-100%	$784	$0	-$784	2026-02-13
Register Financial Advisors LLC	CLOSED	0	10,000	-10,000	-100%	$780	$0	-$780	2026-01-21
Nfsg Corp	CLOSED	0	9,408	-9,408	-100%	$734	$0	-$734	2026-01-21
Arax Advisory Partners	CLOSED	0	9,229	-9,229	-100%	$719	$0	-$719	2026-02-13
Northwestern Mutual Wealth Management Co	CLOSED	0	9,212	-9,212	-100%	$719	$0	-$719	2026-02-10
Rockefeller Capital Management L.P.	CLOSED	0	7,296	-7,296	-100%	$569	$0	-$569	2026-03-17
Capital Advisors, Ltd. LLC	CLOSED	0	6,836	-6,836	-100%	$1	$0	-$1	2026-01-21
Zions Bancorporation, National Association	CLOSED	0	6,000	-6,000	-100%	$468	$0	-$468	2026-02-11
Ashton Thomas Securities, LLC	CLOSED	0	5,876	-5,876	-100%	$458	$0	-$458	2026-02-02
Gen-Wealth Partners Inc	CLOSED	0	5,775	-5,775	-100%	$450	$0	-$450	2026-02-13
Allworth Financial LP	CLOSED	0	5,395	-5,395	-100%	$421	$0	-$421	2026-02-05
Founders Financial Alliance, LLC	CLOSED	0	5,268	-5,268	-100%	$410	$0	-$410	2026-02-12
CoreCap Advisors, LLC	CLOSED	0	5,144	-5,144	-100%	$401	$0	-$401	2026-01-13
Atlantic Trust Group, LLC	CLOSED	0	4,933	-4,933	-100%	$387	$0	-$387	2026-02-12
Golden State Wealth Management, LLC	CLOSED	0	4,825	-4,825	-100%	$378	$0	-$378	2026-02-13
Ameritas Advisory Services, LLC	CLOSED	0	3,800	-3,800	-100%	$296	$0	-$296	2026-02-04
EverSource Wealth Advisors, LLC	CLOSED	0	3,400	-3,400	-100%	$265	$0	-$265	2026-02-06
Harbor Investment Advisory, LLC	CLOSED	0	2,272	-2,272	-100%	$177	$0	-$177	2026-01-07
Global Retirement Partners, LLC	CLOSED	0	2,137	-2,137	-100%	$167	$0	-$167	2026-02-06
Trust Co of Toledo NA	CLOSED	0	2,100	-2,100	-100%	$164	$0	-$164	2026-01-20
US Bancorp \de\	CLOSED	0	2,078	-2,078	-100%	$162	$0	-$162	2026-01-30
Private Trust Co NA	CLOSED	0	2,000	-2,000	-100%	$156	$0	-$156	2026-01-26
Cullen T Bankers, Inc.	CLOSED	0	1,842	-1,842	-100%	$144	$0	-$144	2026-02-06
Salomon & Ludwin, LLC	CLOSED	0	1,833	-1,833	-100%	$114	$0	-$114	2026-01-28
BFC Planning, Inc.	CLOSED	0	1,741	-1,741	-100%	$135	$0	-$135	2026-10-29
Wealthspire Advisors, LLC	CLOSED	0	1,740	-1,740	-100%	$136	$0	-$136	2026-02-13
Sunbelt Securities, Inc.	CLOSED	0	1,694	-1,694	-100%	$132	$0	-$132	2026-02-20
AdvisorNet Financial, Inc	CLOSED	0	1,650	-1,650	-100%	$129	$0	-$129	2026-01-20
Physician Wealth Advisors, Inc.	CLOSED	0	1,284	-1,284	-100%	$101	$0	-$101	2026-01-29
Brown, Lisle Ings, Inc.	CLOSED	0	1,276	-1,276	-100%	$100	$0	-$100	2026-01-23
MAI Capital Management	CLOSED	0	1,238	-1,238	-100%	$97	$0	-$97	2026-02-13
Wilmington Savings Fund Society, FSB	CLOSED	0	1,089	-1,089	-100%	$85	$0	-$85	2026-02-12
Old Second National Bank of Aurora	CLOSED	0	755	-755	-100%	$59	$0	-$59	2026-01-27
Hollencrest Capital Management	CLOSED	0	700	-700	-100%	$55	$0	-$55	2026-02-12
Ancora Advisors LLCA	CLOSED	0	700	-700	-100%	$55	$0	-$55	2026-02-17
Central Trust Co	CLOSED	0	650	-650	-100%	$51	$0	-$51	2026-02-02
TD Capital Management LLC	CLOSED	0	599	-599	-100%	$47	$0	-$47	2026-02-26
Asset Dedication, LLC	CLOSED	0	562	-562	-100%	$44	$0	-$44	2026-01-26
Armstrong Advisory Group, Inc	CLOSED	0	559	-559	-100%	$44	$0	-$44	2026-01-08
Aventura Private Wealth, LLC	CLOSED	0	500	-500	-100%	$39	$0	-$39	2026-01-07
Sound Income Strategies, LLC	CLOSED	0	409	-409	-100%	$22	$0	-$22	2026-01-21
Parallel Advisors, LLC	CLOSED	0	356	-356	-100%	$28	$0	-$28	2026-02-11
Princeton Global Asset Management LLC	CLOSED	0	350	-350	-100%	$27	$0	-$27	2026-01-20
Avion Wealth	CLOSED	0	240	-240	-100%	$0	$0	$0	2026-01-23
Russell Investments Group, Ltd.	CLOSED	0	227	-227	-100%	$18	$0	-$18	2026-02-17
Fortis Group Advisors, LLC	CLOSED	0	227	-227	-100%	$18	$0	-$18	2026-02-06
Westside Investment Management, Inc.	CLOSED	0	225	-225	-100%	$18	$0	-$18	2026-01-23
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	210	-210	-100%	$16	$0	-$16	2026-10-30
Clearstead Advisors, LLC	CLOSED	0	194	-194	-100%	$16	$0	-$16	2026-02-09
Delta Asset Management LLC	CLOSED	0	150	-150	-100%	$12	$0	-$12	2026-02-09
FNY Investment Advisers, LLC	CLOSED	0	100	-100	-100%	$0	$0	$0	2026-01-16
Blue Trust, Inc.	CLOSED	0	60	-60	-100%	$5	$0	-$5	2026-01-16
Transamerica Financial Advisors, LLC	CLOSED	0	31	-31	-100%	$2	$0	-$2	2026-02-13
Dhjj Financial Advisors, Ltd.	CLOSED	0	25	-25	-100%	$2	$0	-$2	2026-01-23
Salem Investment Counselors Inc	CLOSED	0	24	-24	-100%	$2	$0	-$2	2026-01-12
Tower Research Capital LLC (TRC)	CLOSED	0	11	-11	-100%	$1	$0	-$1	2026-02-17
Ameriprise Financial Inc	N/A	—	263,964	-263,964	-100%	$20.6K	—	—	—
Rivernorth Capital Management, LLC	N/A	—	34,309	-34,309	-100%	$2.7K	—	—	—
LexAurum Advisors, LLC	N/A	—	20,563	-20,563	-100%	$1.6K	—	—	—
Readystate Asset Management LP	N/A	—	18,436	-18,436	-100%	$1.4K	—	—	—
Lowe fs, LLC	N/A	—	1,780	-1,780	-100%	$139	—	—	—

Showing 183 of 183 institutions