Eaton Vance Municipal Bond (EIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares1,042,356 from 1,092,926

Change-50,570 (-5%)

Value$9.5M (-$1.4M)

Filed 2026-10-13

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares443,079 from 443,079

Change0 (0%)

Value$4.0M (-$394.3K)

Filed 2026-11-04

Rareview Capital LLC

INCREASED

Shares411,308 from 392,059

Change+19,249 (+5%)

Value$3.7M (-$60.6K)

Filed 2026-11-05

Cresta Advisors, Ltd.

INCREASED

Shares345,415 from 335,415

Change+10,000 (+3%)

Value$3.1M (-$207.8K)

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares265,363 from 251,853

Change+13,510 (+5%)

Value$2.4M (-$101.6K)

Filed 2026-11-06

City of London Investment Management Co LTD

UNCHANGED

Shares229,813 from 229,813

Change0 (0%)

Value$2.1M (-$204.5K)

Filed 2026-10-30

Melfa Wealth Management, Inc.

DECREASED

Shares139,836 from 162,779

Change-22,943 (-14%)

Value$1.3M (-$353.0K)

Filed 2026-11-06

JFS Wealth Advisors, LLC

INCREASED

Shares137,720 from 137,572

Change+148 (+0%)

Value$1.2M (-$121.1K)

Filed 2026-11-03

Mackay Shields LLC

UNCHANGED

Shares125,764 from 125,764

Change0 (0%)

Value$1.1M (-$111.9K)

Filed 2026-10-13

Indiana Trust & Investment Management Co

UNCHANGED

Shares118,000 from 118,000

Change0 (0%)

Value$1.1M (-$105.0K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares91,191 from 67,133

Change+24,058 (+36%)

Value$827.1K (+$158.5K)

Filed 2026-11-02

Uniting Wealth Partners, LLC

INCREASED

Shares76,279 from 76,223

Change+56 (+0%)

Value$691.9K (-$67.3K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares66,501 from 61,884

Change+4,617 (+7%)

Value$603.0K (-$13.0K)

Filed 2026-11-02

Wedbush Securities Inc

INCREASED

Shares45,293 from 22,656

Change+22,637 (+100%)

Value$411.0K (+$185.0K)

Filed 2026-10-22

Wealth Alliance Advisory Group, LLC

INCREASED

Shares44,182 from 42,851

Change+1,331 (+3%)

Value$400.7K (-$26.1K)

Filed 2026-10-14

Kestra Advisory Services, LLC

INCREASED

Shares38,972 from 28,409

Change+10,563 (+37%)

Value$353.5K (+$70.5K)

Filed 2026-11-02

Garner Asset Management Corp

DECREASED

Shares34,615 from 132,553

Change-97,938 (-74%)

Value$309.8K (-$1.0M)

Filed 2026-10-30

Capital Investment Advisors, LLC

DECREASED

Shares32,681 from 33,103

Change-422 (-1%)

Value$296.4K (-$33.3K)

Filed 2026-10-22

High Net Worth Advisory Group LLC

UNCHANGED

Shares24,773 from 24,773

Change0 (0%)

Value$224.7K (-$22.0K)

Filed 2026-10-26

Plancorp, LLC

UNCHANGED

Shares23,900 from 23,900

Change0 (0%)

Value$218.7K (-$19.1K)

Filed 2026-11-03

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares23,655 from 23,655

Change0 (0%)

Value$214.6K (-$21.1K)

Filed 2026-10-15

Todd Asset Management LLC

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$208.6K (-$20.5K)

Filed 2026-10-27

Fiera Capital Corp

DECREASED

Shares20,065 from 157,294

Change-137,229 (-87%)

Value$182.0K (-$1.4M)

Filed 2026-11-06

PFS Partners, LLC

INCREASED

Shares16,235 from 15,972

Change+263 (+2%)

Value$147.3K (-$11.8K)

Filed 2026-10-21

PNC Financial Services Group, Inc.

UNCHANGED

Shares16,216 from 16,216

Change0 (0%)

Value$147.1K (-$14.4K)

Filed 2026-11-06

Centennial Wealth Advisory LLC

INCREASED

Shares15,320 from 15,072

Change+248 (+2%)

Value$138.9K (-$11.2K)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

DECREASED

Shares14,904 from 37,363

Change-22,459 (-60%)

Value$135.2K (-$237.0K)

Filed 2026-10-16

MGO One Seven LLC

UNCHANGED

Shares13,458 from 13,458

Change0 (0%)

Value$122.1K (-$12.0K)

Filed 2026-10-28

Ashton Thomas Private Wealth, LLC

NEW

Shares13,456

Change+13,456

Value$122.0K

Filed 2026-11-03

SMH Capital Advisors Inc

UNCHANGED

Shares13,213 from 13,213

Change0 (0%)

Value$119.8K (-$11.8K)

Filed 2026-10-29

Mountain Hill Investment Partners Corp.

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$117.9K (-$11.6K)

Filed 2026-10-23

Realta Investment Advisors

UNCHANGED

Shares12,461 from 12,461

Change0 (0%)

Value$113.0K (-$11.1K)

Filed 2026-10-14

Level Four Advisory Services, LLC

INCREASED

Shares12,076 from 11,860

Change+216 (+2%)

Value$109.5K (-$8.6K)

Filed 2026-11-06

Islay Capital Management, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$108.8K (-$10.7K)

Filed 2026-10-20

Moors & Cabot, Inc.

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$108.8K (-$10.7K)

Filed 2026-11-06

PW Nova Financial Services LLC

UNCHANGED

Shares11,750 from 11,750

Change0 (0%)

Value$106.6K (-$10.5K)

Filed 2026-10-15

Pflug Koory, LLC

DECREASED

Shares11,125 from 27,525

Change-16,400 (-60%)

Value$100.9K (-$173.2K)

Filed 2026-10-26

Merit Financial Group, LLC

DECREASED

Shares10,003 from 10,850

Change-847 (-8%)

Value$90.7K (-$17.3K)

Filed 2026-11-06

Noble Wealth Management PBC

DECREASED

Shares8,326 from 8,974

Change-648 (-7%)

Value$75.5K (-$13.9K)

Filed 2026-10-01

Clearstead Advisors, LLC

DECREASED

Shares5,636 from 25,545

Change-19,909 (-78%)

Value$51.1K (-$203.3K)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$16.3K (-$1.6K)

Filed 2026-11-05

Peoples Financial Services Corp.

UNCHANGED

Shares1,666 from 1,666

Change0 (0%)

Value$15.1K (-$1.5K)

Filed 2026-10-20

Ascentis Wealth Management, LLC

UNCHANGED

Shares1,632 from 1,632

Change0 (0%)

Value$14.8K (-$1.5K)

Filed 2026-11-03

Livelsberger Financial Advisory

NEW

Shares1,226

Change+1,226

Value$11.1K

Filed 2026-10-28

Westside Investment Management, Inc.

UNCHANGED

Shares1,020 from 1,020

Change0 (0%)

Value$9.3K (-$908)

Filed 2026-11-02

Lanark Financial, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$9.1K (-$890)

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares979 from 979

Change0 (0%)

Value$8.9K (-$871)

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$7.3K (-$712)

Filed 2026-10-19

Hurley Capital, LLC

INCREASED

Shares655 from 645

Change+10 (+2%)

Value$5.9K (-$478)

Filed 2026-11-05

West Branch Capital LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.5K (-$445)

Filed 2026-10-20

Cape Investment Advisory, Inc.

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$2.9K (-$289)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares246 from 242

Change+4 (+2%)

Value$2.2K (-$180)

Filed 2026-10-08

Assetmark, Inc

DECREASED

Shares19 from 56

Change-37 (-66%)

Value$176 (-$383)

Filed 2026-10-21

Citigroup Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$9 (-$1)

Filed 2026-11-04

Grimes & Co Wealth Management, LLC

CLOSED

Shares0 from 17,503

Change-17,503 (-100%)

Value$0 (-$174.3K)

Filed 2026-10-29

Oppenheimer & Co Inc

CLOSED

Shares0 from 11,739

Change-11,739 (-100%)

Value$0 (-$116.9K)

Filed 2026-10-26

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 7,500

Change-7,500 (-100%)

Value$0 (-$74.7K)

Filed 2026-11-06

US Bancorp \de\

CLOSED

Shares0 from 3,506

Change-3,506 (-100%)

Value$0 (-$34.9K)

Filed 2026-11-05

Russell Investments Group, Ltd.

CLOSED

Shares0 from 2,656

Change-2,656 (-100%)

Value$0 (-$26.5K)

Filed 2026-11-06

CoreCap Advisors, LLC

CLOSED

Shares0 from 1,700

Change-1,700 (-100%)

Value$0 (-$16.9K)

Filed 2026-10-08

Karpus Management, Inc.

N/A

Shares— from 1,660,000

Change-1,660,000 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 1,512,949

Change-1,512,949 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 1,041,484

Change-1,041,484 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,031,893

Change-1,031,893 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 863,904

Change-863,904 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 833,716

Change-833,716 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 563,559

Change-563,559 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 512,262

Change-512,262 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 446,988

Change-446,988 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 425,931

Change-425,931 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 382,178

Change-382,178 (-100%)

Value—

UBS Group AG

N/A

Shares— from 264,136

Change-264,136 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 254,149

Change-254,149 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 197,690

Change-197,690 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 166,840

Change-166,840 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 163,685

Change-163,685 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 151,540

Change-151,540 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 121,734

Change-121,734 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 115,639

Change-115,639 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 81,041

Change-81,041 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 73,725

Change-73,725 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 68,337

Change-68,337 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 60,747

Change-60,747 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 57,152

Change-57,152 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 54,314

Change-54,314 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 43,610

Change-43,610 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 41,135

Change-41,135 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 33,957

Change-33,957 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 33,630

Change-33,630 (-100%)

Value—

&partners

N/A

Shares— from 32,425

Change-32,425 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 30,106

Change-30,106 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 27,619

Change-27,619 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 26,344

Change-26,344 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 24,950

Change-24,950 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 23,905

Change-23,905 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 23,338

Change-23,338 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 22,731

Change-22,731 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 19,615

Change-19,615 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 17,717

Change-17,717 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 17,692

Change-17,692 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,691

Change-14,691 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,640

Change-13,640 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 13,583

Change-13,583 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 12,223

Change-12,223 (-100%)

Value—

Camelot Portfolios, LLC

N/A

Shares— from 11,505

Change-11,505 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9,709

Change-9,709 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 7,548

Change-7,548 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,720

Change-4,720 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,700

Change-3,700 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,372

Change-3,372 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,959

Change-1,959 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,390

Change-1,390 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 1,160

Change-1,160 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,147

Change-1,147 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 589

Change-589 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 353

Change-353 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 50

Change-50 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	1,042,356	1,092,926	-50,570	-5%	$10.9M	$9.5M	-$1.4M	2026-10-13
Allspring Global Investments Holdings, LLC	UNCHANGED	443,079	443,079	0	0%	$4.4M	$4.0M	-$394.3K	2026-11-04
Rareview Capital LLC	INCREASED	411,308	392,059	+19,249	+5%	$3.8M	$3.7M	-$60.6K	2026-11-05
Cresta Advisors, Ltd.	INCREASED	345,415	335,415	+10,000	+3%	$3.3M	$3.1M	-$207.8K	2026-10-14
LPL Financial LLC	INCREASED	265,363	251,853	+13,510	+5%	$2.5M	$2.4M	-$101.6K	2026-11-06
City of London Investment Management Co LTD	UNCHANGED	229,813	229,813	0	0%	$2.3M	$2.1M	-$204.5K	2026-10-30
Melfa Wealth Management, Inc.	DECREASED	139,836	162,779	-22,943	-14%	$1.6M	$1.3M	-$353.0K	2026-11-06
JFS Wealth Advisors, LLC	INCREASED	137,720	137,572	+148	+0%	$1.4M	$1.2M	-$121.1K	2026-11-03
Mackay Shields LLC	UNCHANGED	125,764	125,764	0	0%	$1.3M	$1.1M	-$111.9K	2026-10-13
Indiana Trust & Investment Management Co	UNCHANGED	118,000	118,000	0	0%	$1.2M	$1.1M	-$105.0K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	91,191	67,133	+24,058	+36%	$668.6K	$827.1K	+$158.5K	2026-11-02
Uniting Wealth Partners, LLC	INCREASED	76,279	76,223	+56	+0%	$759.2K	$691.9K	-$67.3K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	66,501	61,884	+4,617	+7%	$616.0K	$603.0K	-$13.0K	2026-11-02
Wedbush Securities Inc	INCREASED	45,293	22,656	+22,637	+100%	$226.0K	$411.0K	+$185.0K	2026-10-22
Wealth Alliance Advisory Group, LLC	INCREASED	44,182	42,851	+1,331	+3%	$426.8K	$400.7K	-$26.1K	2026-10-14
Kestra Advisory Services, LLC	INCREASED	38,972	28,409	+10,563	+37%	$283.0K	$353.5K	+$70.5K	2026-11-02
Garner Asset Management Corp	DECREASED	34,615	132,553	-97,938	-74%	$1.3M	$309.8K	-$1.0M	2026-10-30
Capital Investment Advisors, LLC	DECREASED	32,681	33,103	-422	-1%	$329.7K	$296.4K	-$33.3K	2026-10-22
High Net Worth Advisory Group LLC	UNCHANGED	24,773	24,773	0	0%	$246.7K	$224.7K	-$22.0K	2026-10-26
Plancorp, LLC	UNCHANGED	23,900	23,900	0	0%	$237.8K	$218.7K	-$19.1K	2026-11-03
Fortitude Advisory Group L.L.C.	UNCHANGED	23,655	23,655	0	0%	$235.6K	$214.6K	-$21.1K	2026-10-15
Todd Asset Management LLC	UNCHANGED	23,000	23,000	0	0%	$229.1K	$208.6K	-$20.5K	2026-10-27
Fiera Capital Corp	DECREASED	20,065	157,294	-137,229	-87%	$1.6M	$182.0K	-$1.4M	2026-11-06
PFS Partners, LLC	INCREASED	16,235	15,972	+263	+2%	$159.1K	$147.3K	-$11.8K	2026-10-21
PNC Financial Services Group, Inc.	UNCHANGED	16,216	16,216	0	0%	$161.5K	$147.1K	-$14.4K	2026-11-06
Centennial Wealth Advisory LLC	INCREASED	15,320	15,072	+248	+2%	$150.1K	$138.9K	-$11.2K	2026-10-16
Concurrent Investment Advisors, LLC	DECREASED	14,904	37,363	-22,459	-60%	$372.1K	$135.2K	-$237.0K	2026-10-16
MGO One Seven LLC	UNCHANGED	13,458	13,458	0	0%	$134.0K	$122.1K	-$12.0K	2026-10-28
Ashton Thomas Private Wealth, LLC	NEW	13,456	—	+13,456	—	—	$122.0K	—	2026-11-03
SMH Capital Advisors Inc	UNCHANGED	13,213	13,213	0	0%	$131.6K	$119.8K	-$11.8K	2026-10-29
Mountain Hill Investment Partners Corp.	UNCHANGED	13,000	13,000	0	0%	$129.5K	$117.9K	-$11.6K	2026-10-23
Realta Investment Advisors	UNCHANGED	12,461	12,461	0	0%	$124.1K	$113.0K	-$11.1K	2026-10-14
Level Four Advisory Services, LLC	INCREASED	12,076	11,860	+216	+2%	$118.1K	$109.5K	-$8.6K	2026-11-06
Islay Capital Management, LLC	UNCHANGED	12,000	12,000	0	0%	$119.5K	$108.8K	-$10.7K	2026-10-20
Moors & Cabot, Inc.	UNCHANGED	12,000	12,000	0	0%	$119.5K	$108.8K	-$10.7K	2026-11-06
PW Nova Financial Services LLC	UNCHANGED	11,750	11,750	0	0%	$117.0K	$106.6K	-$10.5K	2026-10-15
Pflug Koory, LLC	DECREASED	11,125	27,525	-16,400	-60%	$274.1K	$100.9K	-$173.2K	2026-10-26
Merit Financial Group, LLC	DECREASED	10,003	10,850	-847	-8%	$108.1K	$90.7K	-$17.3K	2026-11-06
Noble Wealth Management PBC	DECREASED	8,326	8,974	-648	-7%	$89.4K	$75.5K	-$13.9K	2026-10-01
Clearstead Advisors, LLC	DECREASED	5,636	25,545	-19,909	-78%	$254.4K	$51.1K	-$203.3K	2026-11-06
Fifth Third Bancorp	UNCHANGED	1,800	1,800	0	0%	$17.9K	$16.3K	-$1.6K	2026-11-05
Peoples Financial Services Corp.	UNCHANGED	1,666	1,666	0	0%	$16.6K	$15.1K	-$1.5K	2026-10-20
Ascentis Wealth Management, LLC	UNCHANGED	1,632	1,632	0	0%	$16.3K	$14.8K	-$1.5K	2026-11-03
Livelsberger Financial Advisory	NEW	1,226	—	+1,226	—	—	$11.1K	—	2026-10-28
Westside Investment Management, Inc.	UNCHANGED	1,020	1,020	0	0%	$10.2K	$9.3K	-$908	2026-11-02
Lanark Financial, Inc.	UNCHANGED	1,000	1,000	0	0%	$10.0K	$9.1K	-$890	2026-10-26
Parallel Advisors, LLC	UNCHANGED	979	979	0	0%	$9.8K	$8.9K	-$871	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	800	800	0	0%	$8.0K	$7.3K	-$712	2026-10-19
Hurley Capital, LLC	INCREASED	655	645	+10	+2%	$6.4K	$5.9K	-$478	2026-11-05
West Branch Capital LLC	UNCHANGED	500	500	0	0%	$5.0K	$4.5K	-$445	2026-10-20
Cape Investment Advisory, Inc.	UNCHANGED	325	325	0	0%	$3.2K	$2.9K	-$289	2026-10-13
Farther Finance Advisors, LLC	INCREASED	246	242	+4	+2%	$2.4K	$2.2K	-$180	2026-10-08
Assetmark, Inc	DECREASED	19	56	-37	-66%	$559	$176	-$383	2026-10-21
Citigroup Inc	UNCHANGED	1	1	0	0%	$10	$9	-$1	2026-11-04
Grimes & Co Wealth Management, LLC	CLOSED	0	17,503	-17,503	-100%	$174.3K	$0	-$174.3K	2026-10-29
Oppenheimer & Co Inc	CLOSED	0	11,739	-11,739	-100%	$116.9K	$0	-$116.9K	2026-10-26
Institute for Wealth Management, Llc.	CLOSED	0	7,500	-7,500	-100%	$74.7K	$0	-$74.7K	2026-11-06
US Bancorp \de\	CLOSED	0	3,506	-3,506	-100%	$34.9K	$0	-$34.9K	2026-11-05
Russell Investments Group, Ltd.	CLOSED	0	2,656	-2,656	-100%	$26.5K	$0	-$26.5K	2026-11-06
CoreCap Advisors, LLC	CLOSED	0	1,700	-1,700	-100%	$16.9K	$0	-$16.9K	2026-10-08
Karpus Management, Inc.	N/A	—	1,660,000	-1,660,000	-100%	$16.5M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	1,512,949	-1,512,949	-100%	$15.1M	—	—	—
Robinson Capital Management, LLC	N/A	—	1,041,484	-1,041,484	-100%	$10.4M	—	—	—
Guggenheim Capital LLC	N/A	—	1,031,893	-1,031,893	-100%	$10.3M	—	—	—
Raymond James Financial Inc	N/A	—	863,904	-863,904	-100%	$8.6M	—	—	—
Advisors Asset Management, Inc.	N/A	—	833,716	-833,716	-100%	$8.3M	—	—	—
Wealthspire Advisors, LLC	N/A	—	563,559	-563,559	-100%	$5.6M	—	—	—
Morgan Stanley	N/A	—	512,262	-512,262	-100%	$5.1M	—	—	—
Van Eck Associates Corp	N/A	—	446,988	-446,988	-100%	$4.5M	—	—	—
Wells Fargo & Company	N/A	—	425,931	-425,931	-100%	$4.2M	—	—	—
Ameriprise Financial Inc	N/A	—	382,178	-382,178	-100%	$3.8M	—	—	—
UBS Group AG	N/A	—	264,136	-264,136	-100%	$2.6M	—	—	—
Cura Wealth Advisors, LLC	N/A	—	254,149	-254,149	-100%	$2.5M	—	—	—
Dakota Wealth Management	N/A	—	197,690	-197,690	-100%	$2.0M	—	—	—
Cohen & Steers, Inc.	N/A	—	166,840	-166,840	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	163,685	-163,685	-100%	$1.6M	—	—	—
HighTower Advisors, LLC	N/A	—	151,540	-151,540	-100%	$1.5M	—	—	—
Mathes Company, Inc.	N/A	—	121,734	-121,734	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	115,639	-115,639	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	81,041	-81,041	-100%	$807.0K	—	—	—
HRT Financial LP	N/A	—	73,725	-73,725	-100%	$734.0K	—	—	—
Summit Trail Advisors, LLC	N/A	—	68,337	-68,337	-100%	$680.6K	—	—	—
Readystate Asset Management LP	N/A	—	60,747	-60,747	-100%	$605.0K	—	—	—
Invesco Ltd.	N/A	—	57,152	-57,152	-100%	$569.2K	—	—	—
Jane Street Group, LLC	N/A	—	54,314	-54,314	-100%	$541.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	43,610	-43,610	-100%	$434.4K	—	—	—
Baird Financial Group, Inc.	N/A	—	41,135	-41,135	-100%	$409.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	33,957	-33,957	-100%	$338.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	33,630	-33,630	-100%	$335.0K	—	—	—
&partners	N/A	—	32,425	-32,425	-100%	$322.9K	—	—	—
Cetera Investment Advisers	N/A	—	30,106	-30,106	-100%	$299.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	27,619	-27,619	-100%	$275.1K	—	—	—
SIT Investment Associates Inc	N/A	—	26,344	-26,344	-100%	$262.0K	—	—	—
Waverly Advisors, LLC	N/A	—	24,950	-24,950	-100%	$248.5K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	23,905	-23,905	-100%	$238.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	23,338	-23,338	-100%	$232.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	22,731	-22,731	-100%	$226.0K	—	—	—
World Investment Advisors	N/A	—	19,615	-19,615	-100%	$191.6K	—	—	—
Cary Street Partners Financial LLC	N/A	—	17,717	-17,717	-100%	$176.5K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	17,692	-17,692	-100%	$176.2K	—	—	—
Petra Financial Advisors Inc	N/A	—	17,000	-17,000	-100%	$169.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,691	-14,691	-100%	$146.3K	—	—	—
Stifel Financial Corp	N/A	—	13,640	-13,640	-100%	$135.9K	—	—	—
Benjamin Edwards Inc	N/A	—	13,583	-13,583	-100%	$135.3K	—	—	—
Alliancebernstein L.P.	N/A	—	12,223	-12,223	-100%	$119.4K	—	—	—
Camelot Portfolios, LLC	N/A	—	11,505	-11,505	-100%	$114.6K	—	—	—
Harbour Investments, Inc.	N/A	—	9,709	-9,709	-100%	$96.7K	—	—	—
Hollencrest Capital Management	N/A	—	7,548	-7,548	-100%	$75.2K	—	—	—
IFG Advisory, LLC	N/A	—	4,720	-4,720	-100%	$47.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,700	-3,700	-100%	$36.9K	—	—	—
Penserra Capital Management LLC	N/A	—	3,372	-3,372	-100%	$33	—	—	—
BFC Planning, Inc.	N/A	—	1,959	-1,959	-100%	$19.5K	—	—	—
Rothschild Investment LLC	N/A	—	1,390	-1,390	-100%	$13.8K	—	—	—
Investors Portfolio Services LLC	N/A	—	1,160	-1,160	-100%	$11.6K	—	—	—
JPMorgan Chase & Co	N/A	—	1,147	-1,147	-100%	$11.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	589	-589	-100%	$5.9K	—	—	—
Continuum Advisory, LLC	N/A	—	353	-353	-100%	$3.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	50	-50	-100%	$498	—	—	—

Showing 118 of 118 institutions