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Doubleline Income Solutions (DSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
D.A. Davidson & Co.
INCREASED
Shares924,874 from 671,758
Change+253,116 (+38%)
Value$9.2M (+$1.8M)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares556,311 from 588,407
Change-32,096 (-5%)
Value$5.6M (-$944.7K)
Filed 2026-11-06
Shaker Financial Services, LLC
INCREASED
Shares415,052 from 355,669
Change+59,383 (+17%)
Value$4.2M (+$216.8K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares336,773
Change+336,773
Value$3.4M
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares312,944 from 352,342
Change-39,398 (-11%)
Value$3.1M (-$767.5K)
Filed 2026-10-13
Gridiron Partners, LLC
INCREASED
Shares285,876 from 97,146
Change+188,730 (+194%)
Value$2.9M (+$1.8M)
Filed 2026-10-08
M Holdings Securities, Inc.
NEW
Shares265,556
Change+265,556
Value$2.6K
Filed 2026-11-03
Journey Advisory Group, LLC
DECREASED
Shares229,796 from 230,114
Change-318 (0%)
Value$2.3M (-$247.1K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares227,877 from 300,506
Change-72,629 (-24%)
Value$2.3M (-$1.0M)
Filed 2026-11-03
Rareview Capital LLC
INCREASED
Shares179,265 from 166,033
Change+13,232 (+8%)
Value$1.8M (-$239.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares137,933 from 136,339
Change+1,594 (+1%)
Value$1.4M (-$128.6K)
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares132,372
Change+132,372
Value$1.3M
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares131,970
Change+131,970
Value$1.3M
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares124,690 from 110,390
Change+14,300 (+13%)
Value$1.2M (+$26.0K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares118,690 from 112,059
Change+6,631 (+6%)
Value$1.2M (-$52.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares115,959 from 119,366
Change-3,407 (-3%)
Value$1.2M (-$160.0K)
Filed 2026-11-02
Paragon Capital Management Inc
DECREASED
Shares108,501 from 108,742
Change-241 (0%)
Value$1.1M (-$117.7K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares103,660 from 101,190
Change+2,470 (+2%)
Value$1.0M (-$57.5K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares92,903 from 102,607
Change-9,704 (-9%)
Value$929.0K (-$206.0K)
Filed 2026-10-22
Strong Tower Advisory Services
INCREASED
Shares80,319 from 75,194
Change+5,125 (+7%)
Value$803.2K (-$28.5K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares69,392 from 30,363
Change+39,029 (+129%)
Value$693.9K (+$358.1K)
Filed 2026-10-23
Ramiah Investment Group
DECREASED
Shares54,400 from 57,562
Change-3,162 (-5%)
Value$544.0K (-$92.6K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares53,292 from 53,135
Change+157 (+0%)
Value$532.9K (-$54.8K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares52,298 from 49,346
Change+2,952 (+6%)
Value$523.0K (-$22.8K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares51,394 from 56,929
Change-5,535 (-10%)
Value$513.9K (-$115.7K)
Filed 2026-10-26
Sage Capital Advisors,llc
INCREASED
Shares50,193 from 28,407
Change+21,786 (+77%)
Value$501.9K (+$187.7K)
Filed 2026-10-13
Cypress Capital Group
UNCHANGED
Shares49,895 from 49,895
Change0 (0%)
Value$499.0K (-$52.9K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
INCREASED
Shares48,731 from 48,293
Change+438 (+1%)
Value$487.3K (-$46.8K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares45,295 from 51,196
Change-5,901 (-12%)
Value$448.4K (-$117.3K)
Filed 2026-10-13
E&G Advisors, LLC
DECREASED
Shares44,500 from 47,000
Change-2,500 (-5%)
Value$445.0K (-$74.8K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares38,164 from 34,777
Change+3,387 (+10%)
Value$381.6K (-$3.0K)
Filed 2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares36,245 from 36,030
Change+215 (+1%)
Value$362.5K (-$36.0K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
INCREASED
Shares35,848 from 34,739
Change+1,109 (+3%)
Value$358.5K (-$25.7K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares33,912 from 33,546
Change+366 (+1%)
Value$339.1K (-$31.9K)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares30,788 from 15,118
Change+15,670 (+104%)
Value$307.9K (+$140.7K)
Filed 2026-10-19
World Equity Group, Inc.
INCREASED
Shares30,024 from 24,696
Change+5,328 (+22%)
Value$300.2K (+$27.1K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares28,584 from 31,516
Change-2,932 (-9%)
Value$285.8K (-$62.7K)
Filed 2026-11-03
Creekside Partners
UNCHANGED
Shares24,815 from 24,815
Change0 (0%)
Value$248.2K (-$26.3K)
Filed 2026-11-04
Next Level Private LLC
INCREASED
Shares22,180 from 21,602
Change+578 (+3%)
Value$221.8K (-$17.1K)
Filed 2026-10-20
Activest Wealth Management
DECREASED
Shares21,752 from 26,411
Change-4,659 (-18%)
Value$217.5K (-$74.6K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares21,157 from 22,324
Change-1,167 (-5%)
Value$211.6K (-$35.3K)
Filed 2026-11-05
Future Financial Wealth Managment LLC
INCREASED
Shares20,000 from 18,000
Change+2,000 (+11%)
Value$200.0K (+$8.7K)
Filed 2026-10-15
Capital Investment Advisors, LLC
UNCHANGED
Shares19,750 from 19,750
Change0 (0%)
Value$197.5K (-$20.9K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares18,390 from 22,175
Change-3,785 (-17%)
Value$183.9K (-$61.4K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares16,591 from 18,096
Change-1,505 (-8%)
Value$165.9K (-$34.2K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares16,318 from 15,901
Change+417 (+3%)
Value$163.2K (-$12.7K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$160.0K (-$17.0K)
Filed 2026-10-08
Left Brain Wealth Management, LLC
DECREASED
Shares15,548 from 64,090
Change-48,542 (-76%)
Value$155.5K (-$553.3K)
Filed 2026-10-28
Spire Wealth Management
NEW
Shares15,000
Change+15,000
Value$150.0K
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,823 from 14,782
Change+41 (+0%)
Value$148.2K (-$15.3K)
Filed 2026-10-23
Advisory Advocates, LLC
NEW
Shares13,800
Change+13,800
Value$138.0K
Filed 2026-11-05
Bell Bank
UNCHANGED
Shares13,656 from 13,656
Change0 (0%)
Value$136.6K (-$14.5K)
Filed 2026-10-21
Traynor Capital Management, Inc.
UNCHANGED
Shares12,121 from 12,121
Change0 (0%)
Value$121.2K (-$12.8K)
Filed 2026-10-29
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares11,822 from 11,822
Change0 (0%)
Value$118.2K (-$12.5K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares11,675
Change+11,675
Value$124.6K
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares11,675 from 11,561
Change+114 (+1%)
Value$116.7K (-$11.1K)
Filed 2026-11-06
Apollon Wealth Management, LLC
UNCHANGED
Shares11,404 from 11,404
Change0 (0%)
Value$114.0K (-$12.1K)
Filed 2026-10-23
Savant Capital, LLC
NEW
Shares10,974
Change+10,974
Value$109.7K
Filed 2026-11-06
Gateway Investment Advisers LLC
INCREASED
Shares10,736 from 10,676
Change+60 (+1%)
Value$107.4K (-$10.7K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares10,622 from 10,570
Change+52 (+0%)
Value$106.2K (-$10.7K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED
Shares10,105 from 10,105
Change0 (0%)
Value$101.1K (-$10.7K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares4,927 from 5,345
Change-418 (-8%)
Value$49.3K (-$9.8K)
Filed 2026-11-06
Natixis
INCREASED
Shares3,857 from 3,743
Change+114 (+3%)
Value$38.6K (-$2.8K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares2,958 from 2,855
Change+103 (+4%)
Value$32.7K (+$1.1K)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$27.0K (-$2.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$25.0K (-$2.7K)
Filed 2026-10-08
Financial Management Professionals, Inc.
INCREASED
Shares1,951 from 1,890
Change+61 (+3%)
Value$19.5K (-$1.4K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$18.0K (-$1.9K)
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$14.9K (-$1.6K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
NEW
Shares1,350
Change+1,350
Value$13.5K
Filed 2026-10-27
Central Trust Co
NEW
Shares1,250
Change+1,250
Value$12.5K
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$12.5K (-$1.3K)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$12.1K (-$1.5K)
Filed 2026-10-23
United Community Bank
NEW
Shares1,071
Change+1,071
Value$10.7K
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares1,027 from 1,022
Change+5 (+0%)
Value$10.3K (-$1.0K)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-11-02
Noble Wealth Management PBC
NEW
Shares900
Change+900
Value$9.0K
Filed 2026-10-01
Brown, Lisle Ings, Inc.
NEW
Shares675
Change+675
Value$6.8K
Filed 2026-10-16
Wolff Wiese Magana LLC
NEW
Shares614
Change+614
Value$6.1K
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$4 (-$1)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$3.1K (-$325)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares159
Change+159
Value$1.6K
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$44 (-$3)
Filed 2026-10-23
Calamos Advisors LLC
CLOSED
Shares0 from 59,074
Change-59,074 (-100%)
Value$0 (-$653.4K)
Filed 2026-11-02
Kelleher Financial Advisors
CLOSED
Shares0 from 11,526
Change-11,526 (-100%)
Value$0 (-$127.5K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-27
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,938,932
Change-2,938,932 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,668,961
Change-2,668,961 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,377,823
Change-2,377,823 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,099,349
Change-2,099,349 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,052,276
Change-2,052,276 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,125,915
Change-1,125,915 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,027,117
Change-1,027,117 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 785,410
Change-785,410 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 777,126
Change-777,126 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 694,457
Change-694,457 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 670,828
Change-670,828 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 630,690
Change-630,690 (-100%)
Value—
UBS Group AG
N/A
Shares— from 500,207
Change-500,207 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 442,787
Change-442,787 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 428,993
Change-428,993 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 422,950
Change-422,950 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 348,910
Change-348,910 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 277,377
Change-277,377 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 259,563
Change-259,563 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 246,847
Change-246,847 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 210,919
Change-210,919 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 188,529
Change-188,529 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 177,028
Change-177,028 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 170,093
Change-170,093 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 140,513
Change-140,513 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 117,415
Change-117,415 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 106,340
Change-106,340 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 91,959
Change-91,959 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 88,102
Change-88,102 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 79,547
Change-79,547 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 68,508
Change-68,508 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 67,247
Change-67,247 (-100%)
Value—
&partners
N/A
Shares— from 65,864
Change-65,864 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 64,067
Change-64,067 (-100%)
Value—
GHE, LLC
N/A
Shares— from 58,450
Change-58,450 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 57,782
Change-57,782 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 57,144
Change-57,144 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 55,953
Change-55,953 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 54,837
Change-54,837 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 50,815
Change-50,815 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 49,128
Change-49,128 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 46,436
Change-46,436 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 46,420
Change-46,420 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 46,153
Change-46,153 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 44,627
Change-44,627 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 44,240
Change-44,240 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 42,904
Change-42,904 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 42,114
Change-42,114 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 33,614
Change-33,614 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 31,344
Change-31,344 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 28,484
Change-28,484 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 28,313
Change-28,313 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 27,078
Change-27,078 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,928
Change-26,928 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,806
Change-26,806 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,335
Change-25,335 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,737
Change-22,737 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 20,235
Change-20,235 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 19,919
Change-19,919 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 19,088
Change-19,088 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 17,165
Change-17,165 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,063
Change-16,063 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 15,056
Change-15,056 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,830
Change-14,830 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,863
Change-13,863 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,709
Change-11,709 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 11,521
Change-11,521 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 10,748
Change-10,748 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,508
Change-10,508 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 500
Change-500 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Dauntless Investment Group, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 162
Change-162 (-100%)
Value—
Status
D.A. Davidson & Co.
INCREASED924,874671,758+253,116+38%$7.4M$9.2M+$1.8M2026-10-28
LPL Financial LLC
DECREASED556,311588,407-32,096-5%$6.5M$5.6M-$944.7K2026-11-06
Shaker Financial Services, LLC
INCREASED415,052355,669+59,383+17%$3.9M$4.2M+$216.8K2026-10-14
Ascentis Independent Advisors
NEW336,773—+336,773——$3.4M—2026-11-03
Independent Financial Group, LLC
DECREASED312,944352,342-39,398-11%$3.9M$3.1M-$767.5K2026-10-13
Gridiron Partners, LLC
INCREASED285,87697,146+188,730+194%$1.1M$2.9M+$1.8M2026-10-08
M Holdings Securities, Inc.
NEW265,556—+265,556——$2.6K—2026-11-03
Journey Advisory Group, LLC
DECREASED229,796230,114-3180%$2.5M$2.3M-$247.1K2026-11-04
Parallel Advisors, LLC
DECREASED227,877300,506-72,629-24%$3.3M$2.3M-$1.0M2026-11-03
Rareview Capital LLC
INCREASED179,265166,033+13,232+8%$2.0M$1.8M-$239.6K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED137,933136,339+1,594+1%$1.5M$1.4M-$128.6K2026-10-16
Thrivent Financial for Lutherans
NEW132,372—+132,372——$1.3M—2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW131,970—+131,970——$1.3M—2026-10-15
Wealthcare Advisory Partners LLC
INCREASED124,690110,390+14,300+13%$1.2M$1.2M+$26.0K2026-10-21
Kestra Advisory Services, LLC
INCREASED118,690112,059+6,631+6%$1.2M$1.2M-$52.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED115,959119,366-3,407-3%$1.3M$1.2M-$160.0K2026-11-02
Paragon Capital Management Inc
DECREASED108,501108,742-2410%$1.2M$1.1M-$117.7K2026-10-15
Sovran Advisors, LLC
INCREASED103,660101,190+2,470+2%$1.1M$1.0M-$57.5K2026-11-02
Wedbush Securities Inc
DECREASED92,903102,607-9,704-9%$1.1M$929.0K-$206.0K2026-10-22
Strong Tower Advisory Services
INCREASED80,31975,194+5,125+7%$831.6K$803.2K-$28.5K2026-10-13
Sowell Financial Services LLC
INCREASED69,39230,363+39,029+129%$335.8K$693.9K+$358.1K2026-10-23
Ramiah Investment Group
DECREASED54,40057,562-3,162-5%$636.6K$544.0K-$92.6K2026-10-20
Lanark Financial, Inc.
INCREASED53,29253,135+157+0%$587.7K$532.9K-$54.8K2026-10-26
Pension & Wealth Management Advisors, Inc.
INCREASED52,29849,346+2,952+6%$545.8K$523.0K-$22.8K2026-10-16
Oppenheimer & Co Inc
DECREASED51,39456,929-5,535-10%$629.6K$513.9K-$115.7K2026-10-26
Sage Capital Advisors,llc
INCREASED50,19328,407+21,786+77%$314.2K$501.9K+$187.7K2026-10-13
Cypress Capital Group
UNCHANGED49,89549,89500%$551.8K$499.0K-$52.9K2026-11-03
Pettinga Financial Advisors LLC
INCREASED48,73148,293+438+1%$534.1K$487.3K-$46.8K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED45,29551,196-5,901-12%$565.7K$448.4K-$117.3K2026-10-13
E&G Advisors, LLC
DECREASED44,50047,000-2,500-5%$519.8K$445.0K-$74.8K2026-10-13
Triumph Capital Management
INCREASED38,16434,777+3,387+10%$384.6K$381.6K-$3.0K2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED36,24536,030+215+1%$398.5K$362.5K-$36.0K2026-10-29
Approach Retirement Advisors, LLC
INCREASED35,84834,739+1,109+3%$384.2K$358.5K-$25.7K2026-10-22
Commonwealth Equity Services, LLC
INCREASED33,91233,546+366+1%$371.0K$339.1K-$31.9K2026-11-02
Prairie Advisory, LLC
INCREASED30,78815,118+15,670+104%$167.2K$307.9K+$140.7K2026-10-19
World Equity Group, Inc.
INCREASED30,02424,696+5,328+22%$273.1K$300.2K+$27.1K2026-10-14
United Advisor Group, LLC
DECREASED28,58431,516-2,932-9%$348.6K$285.8K-$62.7K2026-11-03
Creekside Partners
UNCHANGED24,81524,81500%$274.5K$248.2K-$26.3K2026-11-04
Next Level Private LLC
INCREASED22,18021,602+578+3%$238.9K$221.8K-$17.1K2026-10-20
Activest Wealth Management
DECREASED21,75226,411-4,659-18%$292.1K$217.5K-$74.6K2026-10-15
J.W. Cole Advisors, Inc.
DECREASED21,15722,324-1,167-5%$246.9K$211.6K-$35.3K2026-11-05
Future Financial Wealth Managment LLC
INCREASED20,00018,000+2,000+11%$191.3K$200.0K+$8.7K2026-10-15
Capital Investment Advisors, LLC
UNCHANGED19,75019,75000%$218.4K$197.5K-$20.9K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED18,39022,175-3,785-17%$245.3K$183.9K-$61.4K2026-10-21
Focus Financial Network, Inc.
DECREASED16,59118,096-1,505-8%$200.1K$165.9K-$34.2K2026-10-14
Fifth Third Bancorp
INCREASED16,31815,901+417+3%$175.9K$163.2K-$12.7K2026-11-05
Avidian Wealth Enterprises, LLC
UNCHANGED16,00016,00000%$177.0K$160.0K-$17.0K2026-10-08
Left Brain Wealth Management, LLC
DECREASED15,54864,090-48,542-76%$708.8K$155.5K-$553.3K2026-10-28
Spire Wealth Management
NEW15,000—+15,000——$150.0K—2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED14,82314,782+41+0%$163.5K$148.2K-$15.3K2026-10-23
Advisory Advocates, LLC
NEW13,800—+13,800——$138.0K—2026-11-05
Bell Bank
UNCHANGED13,65613,65600%$151.0K$136.6K-$14.5K2026-10-21
Traynor Capital Management, Inc.
UNCHANGED12,12112,12100%$134.1K$121.2K-$12.8K2026-10-29
Williams Jones Wealth Management, Llc.
UNCHANGED11,82211,82200%$130.8K$118.2K-$12.5K2026-11-05
StoneX Group Inc.
NEW11,675—+11,675——$124.6K—2026-11-03
Kestra Private Wealth Services, LLC
INCREASED11,67511,561+114+1%$127.9K$116.7K-$11.1K2026-11-06
Apollon Wealth Management, LLC
UNCHANGED11,40411,40400%$126.1K$114.0K-$12.1K2026-10-23
Savant Capital, LLC
NEW10,974—+10,974——$109.7K—2026-11-06
Gateway Investment Advisers LLC
INCREASED10,73610,676+60+1%$118.1K$107.4K-$10.7K2026-10-13
NWF Advisory Services Inc.
INCREASED10,62210,570+52+0%$116.9K$106.2K-$10.7K2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED10,10510,10500%$111.8K$101.1K-$10.7K2026-10-13
PNC Financial Services Group, Inc.
DECREASED4,9275,345-418-8%$59.1K$49.3K-$9.8K2026-11-06
Natixis
INCREASED3,8573,743+114+3%$41.4K$38.6K-$2.8K2026-11-06
Allworth Financial LP
INCREASED2,9582,855+103+4%$31.6K$32.7K+$1.1K2026-11-06
Larson Financial Group LLC
UNCHANGED2,6992,69900%$29.9K$27.0K-$2.9K2026-11-05
CoreCap Advisors, LLC
UNCHANGED2,5002,50000%$27.7K$25.0K-$2.7K2026-10-08
Financial Management Professionals, Inc.
INCREASED1,9511,890+61+3%$20.9K$19.5K-$1.4K2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED1,8001,80000%$19.9K$18.0K-$1.9K2026-10-23
Golden State Wealth Management, LLC
UNCHANGED1,4901,49000%$16.5K$14.9K-$1.6K2026-11-02
Cassaday & Co Wealth Management LLC
NEW1,350—+1,350——$13.5K—2026-10-27
Central Trust Co
NEW1,250—+1,250——$12.5K—2026-11-05
Highline Wealth Partners LLC
UNCHANGED1,2501,25000%$13.8K$12.5K-$1.3K2026-10-19
Holos Integrated Wealth LLC
UNCHANGED1,2381,23800%$13.6K$12.1K-$1.5K2026-10-23
United Community Bank
NEW1,071—+1,071——$10.7K—2026-10-28
Farther Finance Advisors, LLC
INCREASED1,0271,022+5+0%$11.3K$10.3K-$1.0K2026-10-08
Westside Investment Management, Inc.
UNCHANGED1,0001,00000%$11.1K$10.0K-$1.1K2026-11-02
Noble Wealth Management PBC
NEW900—+900——$9.0K—2026-10-01
Brown, Lisle Ings, Inc.
NEW675—+675——$6.8K—2026-10-16
Wolff Wiese Magana LLC
NEW614—+614——$6.1K—2026-10-15
Avion Wealth
UNCHANGED48948900%$5$4-$12026-11-04
IFP Advisors, Inc
UNCHANGED30730700%$3.4K$3.1K-$3252026-10-16
Simplex Trading, LLC
NEW159—+159——$1.6K—2026-11-04
Signaturefd, LLC
UNCHANGED4400%$47$44-$32026-10-23
Calamos Advisors LLC
CLOSED059,074-59,074-100%$653.4K$0-$653.4K2026-11-02
Kelleher Financial Advisors
CLOSED011,526-11,526-100%$127.5K$0-$127.5K2026-10-30
Pinnacle Wealth Planning Services, Inc.
CLOSED0100-100-100%$1.1K$0-$1.1K2026-10-27
McGowan Group Asset Management, Inc.
N/A—2,938,932-2,938,932-100%$32.5M———
Wells Fargo & Company
N/A—2,668,961-2,668,961-100%$29.5M———
Morgan Stanley
N/A—2,377,823-2,377,823-100%$26.3M———
Penserra Capital Management LLC
N/A—2,099,349-2,099,349-100%$23.2M———
Bank of America Corp
N/A—2,052,276-2,052,276-100%$22.7M———
Invesco Ltd.
N/A—1,125,915-1,125,915-100%$12.5M———
Ameriprise Financial Inc
N/A—1,027,117-1,027,117-100%$11.4M———
Janney Montgomery Scott LLC
N/A—785,410-785,410-100%$8.7M———
Royal Bank of Canada
N/A—777,126-777,126-100%$8.6M———
Raymond James Financial Inc
N/A—694,457-694,457-100%$7.7M———
Guggenheim Capital LLC
N/A—670,828-670,828-100%$7.4M———
1607 Capital Partners, LLC
N/A—630,690-630,690-100%$7.0M———
UBS Group AG
N/A—500,207-500,207-100%$5.5M———
HighTower Advisors, LLC
N/A—442,787-442,787-100%$4.9M———
Cohen & Steers, Inc.
N/A—428,993-428,993-100%$4.7M———
Intellectus Partners, LLC
N/A—422,950-422,950-100%$4.7M———
Stifel Financial Corp
N/A—348,910-348,910-100%$3.9M———
Trinity Legacy Partners, LLC
N/A—277,377-277,377-100%$3.0M———
Cetera Investment Advisers
N/A—259,563-259,563-100%$2.9M———
Stratos Wealth Advisors, LLC
N/A—246,847-246,847-100%$2.7M———
Osaic Holdings, Inc.
N/A—210,919-210,919-100%$2.3M———
Strategic Wealth Partners, Ltd.
N/A—188,529-188,529-100%$2.1M———
NewEdge Advisors, LLC
N/A—177,028-177,028-100%$2.0M———
Rivernorth Capital Management, LLC
N/A—170,093-170,093-100%$1.9M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—140,513-140,513-100%$1.6M———
Private Advisor Group, LLC
N/A—117,415-117,415-100%$1.3M———
Logan Stone Capital, LLC
N/A—106,340-106,340-100%$1.2M———
First Trust Advisors LP
N/A—91,959-91,959-100%$1.0M———
Baird Financial Group, Inc.
N/A—88,102-88,102-100%$974.4K———
Arax Advisory Partners
N/A—79,547-79,547-100%$879.8K———
Rockefeller Capital Management L.P.
N/A—68,508-68,508-100%$757.7K———
Susquehanna International Group, LLP
N/A—67,480-67,480-100%$746.3K———
Equitable Holdings, Inc.
N/A—67,247-67,247-100%$743.8K———
&partners
N/A—65,864-65,864-100%$727.1K———
SIT Investment Associates Inc
N/A—64,067-64,067-100%$709.0K———
GHE, LLC
N/A—58,450-58,450-100%$646.5K———
Maridea Wealth Management LLC
N/A—57,782-57,782-100%$639.1K———
Matrix Private Capital Group LLC
N/A—57,144-57,144-100%$632.0K———
Fort Sheridan Advisors LLC
N/A—55,953-55,953-100%$618.8K———
Foster & Motley Inc
N/A—54,837-54,837-100%$607.0K———
MAI Capital Management
N/A—50,815-50,815-100%$562.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—49,128-49,128-100%$543.4K———
XTX Topco Ltd
N/A—46,436-46,436-100%$513.6K———
Peregrine Asset Advisers, Inc.
N/A—46,420-46,420-100%$513.4K———
Horizon Kinetics Asset Management LLC
N/A—46,153-46,153-100%$510.5K———
Easterly Investment Partners LLC
N/A—44,627-44,627-100%$493.6K———
PIN OAK Investment Advisors Inc
N/A—44,240-44,240-100%$489.0K———
Sequent Planning LLC
N/A—42,904-42,904-100%$474.5K———
Envestnet Asset Management Inc
N/A—42,114-42,114-100%$465.8K———
Hollencrest Capital Management
N/A—33,614-33,614-100%$371.8K———
Mariner, LLC
N/A—31,344-31,344-100%$346.7K———
Silver OAK Securities, Incorporated
N/A—28,484-28,484-100%$315.0K———
Calton & Associates, Inc.
N/A—28,313-28,313-100%$313.1K———
Integrated Wealth Concepts LLC
N/A—27,078-27,078-100%$299.5K———
Harbour Investments, Inc.
N/A—26,928-26,928-100%$297.8K———
Mercer Global Advisors Inc
N/A—26,806-26,806-100%$296.5K———
Citadel Advisors LLC
N/A—25,335-25,335-100%$280.2K———
Kovack Advisors, Inc.
N/A—22,737-22,737-100%$250.6K———
First Foundation Advisors
N/A—20,553-20,553-100%$227.3K———
Marex Group Ltd
N/A—20,500-20,500-100%$226.7K———
BCS Private Wealth Management, Inc.
N/A—20,235-20,235-100%$223.8K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$221.2K———
Boothbay Fund Management, LLC
N/A—19,919-19,919-100%$220.3K———
Insigneo Advisory Services, LLC
N/A—19,088-19,088-100%$211.1K———
Cura Wealth Advisors, LLC
N/A—17,165-17,165-100%$189.8K———
BFC Planning, Inc.
N/A—16,063-16,063-100%$177.7K———
Alteri Wealth LLC
N/A—15,056-15,056-100%$166.5K———
ArchPoint Investors
N/A—15,000-15,000-100%$165.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,830-14,830-100%$164.0K———
Kingsview Wealth Management, LLC
N/A—14,400-14,400-100%$159.3K———
MML Investors Services, LLC
N/A—13,863-13,863-100%$153.3K———
Dorsey & Whitney Trust Co LLC
N/A—13,350-13,350-100%$147.7K———
Readystate Asset Management LP
N/A—13,093-13,093-100%$144.8K———
Snowden Capital Advisors LLC
N/A—11,709-11,709-100%$129.5K———
Berger Financial Group, Inc
N/A—11,521-11,521-100%$127.4K———
PFG Investments, LLC
N/A—11,058-11,058-100%$122.3K———
Pinnacle Family Advisors, LLC
N/A—10,748-10,748-100%$118.9K———
Whittier Trust Co
N/A—10,508-10,508-100%$115.0K———
BOK Financial Private Wealth, Inc.
N/A—6,056-6,056-100%$67.0K———
Medallion Wealth Advisors, LLC
N/A—6,027-6,027-100%$66.7K———
National Bank of Canada
N/A—4,559-4,559-100%$50.3K———
ST Germain D J Co Inc
N/A—3,984-3,984-100%$44.1K———
Nova Wealth Management, Inc.
N/A—3,350-3,350-100%$37.1K———
Group One Trading LLC
N/A—3,101-3,101-100%$34.3K———
Steward Partners Investment Advisory, LLC
N/A—2,882-2,882-100%$31.9K———
Geneos Wealth Management Inc.
N/A—2,670-2,670-100%$29.5K———
IFG Advisory, LLC
N/A—2,500-2,500-100%$27.7K———
SOA Wealth Advisors, Llc.
N/A—2,281-2,281-100%$25.2K———
Mark Sheptoff Financial Planning, LLC
N/A—1,835-1,835-100%$20.3K———
Global Retirement Partners, LLC
N/A—1,356-1,356-100%$15.0K———
Federation des caisses Desjardins du Quebec
N/A—1,135-1,135-100%$12.6K———
Greykasell Wealth Strategies, Inc.
N/A—650-650-100%$7.2K———
Ancora Advisors LLCA
N/A—500-500-100%$5.5K———
Operose Advisors LLC
N/A—481-481-100%$5.3K———
Allied Private Wealth LLC
N/A—357-357-100%$3.9K———
Dauntless Investment Group, LLC
N/A—326-326-100%$3.6K———
Whittier Trust Co of Nevada Inc
N/A—250-250-100%$2.7K———
Basepoint Wealth LLC
N/A—223-223-100%$2.5K———
Northwestern Mutual Wealth Management Co
N/A—162-162-100%$1.8K———
Showing 185 of 185 institutions