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Goldman Sachs BDC Inc (GSBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Private Management Group Inc
INCREASED
Shares5,440,142 from 5,178,638
Change+261,504 (+5%)
Value$49.5M (+$357.4K)
Filed 2026-11-04
Generali Asset Management SPA SGR
DECREASED
Shares2,867,525 from 3,294,022
Change-426,497 (-13%)
Value$26.1M (-$5.2M)
Filed 2026-10-26
Lunate Capital Ltd
UNCHANGED
Shares2,192,392 from 2,192,392
Change0 (0%)
Value$19.9M (-$855.0K)
Filed 2026-11-05
Muzinich & Co., Inc.
INCREASED
Shares916,700 from 853,942
Change+62,758 (+7%)
Value$8.3M (+$237.4K)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares711,783 from 701,783
Change+10,000 (+1%)
Value$6.5M (-$182.8K)
Filed 2026-10-29
Columbus Macro, LLC
INCREASED
Shares659,477 from 619,851
Change+39,626 (+6%)
Value$6.0M (+$118.5K)
Filed 2026-10-14
GraniteShares Advisors LLC
INCREASED
Shares295,354 from 290,788
Change+4,566 (+2%)
Value$2.7M (-$71.9K)
Filed 2026-10-29
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares239,259 from 290,170
Change-50,911 (-18%)
Value$2.2M (-$575.9K)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares235,584 from 235,692
Change-108 (0%)
Value$2.1M (-$92.9K)
Filed 2026-11-06
Adams Asset Advisors, LLC
DECREASED
Shares221,536 from 227,546
Change-6,010 (-3%)
Value$2.0M (-$143.4K)
Filed 2026-10-08
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares211,445 from 202,760
Change+8,685 (+4%)
Value$1.9M (-$129)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares192,199 from 171,030
Change+21,169 (+12%)
Value$1.7M (+$125.7K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares158,337 from 151,254
Change+7,083 (+5%)
Value$1.4M (+$5.4K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares154,672 from 147,564
Change+7,108 (+5%)
Value$1.4M (+$7.0K)
Filed 2026-11-05
Stiles Financial Services Inc
INCREASED
Shares149,253 from 147,845
Change+1,408 (+1%)
Value$1.4M (-$44.9K)
Filed 2026-10-30
Quadrant Private Wealth Management, LLC
DECREASED
Shares149,096 from 160,233
Change-11,137 (-7%)
Value$1.4M (-$167.3K)
Filed 2026-11-04
Saxon Interests, Inc.
INCREASED
Shares148,208 from 142,135
Change+6,073 (+4%)
Value$1.3M (-$230)
Filed 2026-10-26
Norden Group LLC
DECREASED
Shares134,203 from 134,698
Change-495 (0%)
Value$1.2M (-$57.0K)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares121,714 from 164,679
Change-42,965 (-26%)
Value$1.1M (-$505.8K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares118,878 from 120,656
Change-1,778 (-1%)
Value$1.1M (-$63.2K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares118,608 from 112,297
Change+6,311 (+6%)
Value$1.1M (+$13.6K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares103,529 from 96,865
Change+6,664 (+7%)
Value$941.1K (+$22.8K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares100,287 from 100,963
Change-676 (-1%)
Value$911.6K (-$45.5K)
Filed 2026-11-03
Garde Capital, Inc.
DECREASED
Shares92,388 from 97,107
Change-4,719 (-5%)
Value$839.8K (-$80.8K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares86,049 from 86,049
Change0 (0%)
Value$782.2K (-$33.6K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares80,004 from 90,757
Change-10,753 (-12%)
Value$727.2K (-$133.1K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares79,964 from 62,734
Change+17,230 (+27%)
Value$727.0K (+$132.0K)
Filed 2026-10-22
Beach Point Capital Management LP
NEW
Shares78,988
Change+78,988
Value$718.0K
Filed 2026-10-20
Shikiar Asset Management Inc
DECREASED
Shares78,400 from 102,900
Change-24,500 (-24%)
Value$713.0K (-$262.0K)
Filed 2026-10-20
TT Capital Management LLC
INCREASED
Shares76,650 from 71,850
Change+4,800 (+7%)
Value$696.7K (+$15.6K)
Filed 2026-10-15
Cordoba Advisory Partners LLC
DECREASED
Shares74,701 from 79,546
Change-4,845 (-6%)
Value$688.6K (-$91.0K)
Filed 2026-10-19
Ethic Inc.
NEW
Shares73,600
Change+73,600
Value$669.0K
Filed 2026-11-03
Arlington Capital Management Inc
NEW
Shares62,293
Change+62,293
Value$566.2K
Filed 2026-10-30
Meridian Wealth Management, LLC
DECREASED
Shares58,273 from 79,077
Change-20,804 (-26%)
Value$529.7K (-$220.0K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares51,525 from 58,285
Change-6,760 (-12%)
Value$468.4K (-$53.3K)
Filed 2026-10-30
Closed-End Fund Advisors, Inc.
DECREASED
Shares41,358 from 41,742
Change-384 (-1%)
Value$375.9K (-$19.8K)
Filed 2026-11-04
Cohen Capital Management, Inc.
UNCHANGED
Shares38,694 from 38,694
Change0 (0%)
Value$351.7K (-$15.1K)
Filed 2026-10-14
Kendall Capital Management
DECREASED
Shares38,160 from 38,675
Change-515 (-1%)
Value$346.9K (-$19.8K)
Filed 2026-10-23
Garner Asset Management Corp
DECREASED
Shares37,110 from 45,045
Change-7,935 (-18%)
Value$318.0K (-$109.0K)
Filed 2026-10-30
Investment Partners Asset Management, Inc.
INCREASED
Shares35,388 from 33,724
Change+1,664 (+5%)
Value$321.7K (+$2.0K)
Filed 2026-10-09
Axxcess Wealth Management, LLC
DECREASED
Shares33,352 from 44,287
Change-10,935 (-25%)
Value$303.2K (-$116.7K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares33,280 from 32,380
Change+900 (+3%)
Value$295.5K (+$9.9K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED
Shares32,975 from 32,975
Change0 (0%)
Value$299.7K (-$12.9K)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares32,956 from 32,956
Change0 (0%)
Value$299.6K (-$12.9K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares31,981 from 15,965
Change+16,016 (+100%)
Value$291.0K (+$140.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares30,979 from 30,633
Change+346 (+1%)
Value$281.6K (-$8.8K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares30,872 from 31,068
Change-196 (-1%)
Value$280.6K (-$13.9K)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares29,440 from 60,200
Change-30,760 (-51%)
Value$267.6K (-$303.1K)
Filed 2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares26,807 from 26,807
Change0 (0%)
Value$254.1K ($0)
Filed 2026-10-15
International Assets Investment Management, LLC
UNCHANGED
Shares26,220 from 26,220
Change0 (0%)
Value$235.1K (-$15.9K)
Filed 2026-11-02
XML Financial, LLC
UNCHANGED
Shares24,600 from 24,600
Change0 (0%)
Value$223.6K (-$9.6K)
Filed 2026-10-29
Sage Rhino Capital LLC
NEW
Shares21,560
Change+21,560
Value$196.0K
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares20,820 from 20,144
Change+676 (+3%)
Value$189.3K (-$1.7K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares20,771 from 17,110
Change+3,661 (+21%)
Value$188.2K (+$36.2K)
Filed 2026-11-02
Wealth Architects, LLC
UNCHANGED
Shares20,615 from 20,615
Change0 (0%)
Value$187.4K (-$8.0K)
Filed 2026-11-03
Columbia Advisory Partners LLC
UNCHANGED
Shares19,740 from 19,740
Change0 (0%)
Value$179.4K (-$7.7K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares19,725 from 19,301
Change+424 (+2%)
Value$179.3K (-$3.7K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares18,893 from 20,491
Change-1,598 (-8%)
Value$171.7K (-$22.5K)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED
Shares18,615 from 18,575
Change+40 (+0%)
Value$169.2K (-$6.9K)
Filed 2026-10-30
Stablepoint Partners, LLC
INCREASED
Shares15,253 from 11,713
Change+3,540 (+30%)
Value$138.7K (+$27.6K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares15,192 from 14,620
Change+572 (+4%)
Value$138.1K (-$507)
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares15,043 from 18,693
Change-3,650 (-20%)
Value$136.7K (-$40.5K)
Filed 2026-11-06
Prosperity Planning, Inc.
NEW
Shares14,752
Change+14,752
Value$134.1K
Filed 2026-10-09
Blue Line Capital, LLC / IL
DECREASED
Shares14,623 from 14,963
Change-340 (-2%)
Value$132.9K (-$8.9K)
Filed 2026-11-04
Doliver Advisors, LP
DECREASED
Shares13,598 from 14,313
Change-715 (-5%)
Value$123.6K (-$12.1K)
Filed 2026-10-01
Kavar Capital Partners Group, LLC
NEW
Shares13,450
Change+13,450
Value$122.3K
Filed 2026-11-06
Southern Financial Group, LLC
DECREASED
Shares13,277 from 18,414
Change-5,137 (-28%)
Value$120.7K (-$53.9K)
Filed 2026-10-30
Truist Financial Corp
UNCHANGED
Shares12,943 from 12,943
Change0 (0%)
Value$117.6K (-$5.0K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares12,161 from 11,775
Change+386 (+3%)
Value$110.5K (-$1.1K)
Filed 2026-10-23
Accel Wealth Management
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$109.1K (-$4.7K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
INCREASED
Shares11,462 from 10,929
Change+533 (+5%)
Value$104.2K (+$575)
Filed 2026-10-06
Davenport & Co LLC
UNCHANGED
Shares11,086 from 11,086
Change0 (0%)
Value$100.8K (-$4.3K)
Filed 2026-10-14
Cascade Investment Group, Inc.
DECREASED
Shares10,600 from 10,675
Change-75 (-1%)
Value$96.4K (-$4.8K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares10,528 from 10,218
Change+310 (+3%)
Value$95.7K (-$1.2K)
Filed 2026-11-04
Sound Income Strategies, LLC
DECREASED
Shares10,247 from 10,263
Change-16 (0%)
Value$91.0K (-$6.3K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares10,115 from 11,900
Change-1,785 (-15%)
Value$91.9K (-$20.9K)
Filed 2026-10-21
State of Alaska, Department of Revenue
UNCHANGED
Shares5,103 from 5,103
Change0 (0%)
Value$46.0K (-$2.0K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares4,260 from 4,260
Change0 (0%)
Value$40.4K ($0)
Filed 2026-11-06
Chilton Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$36.4K (-$1.6K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares3,949 from 3,949
Change0 (0%)
Value$35.9K (-$1.5K)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,713 from 3,713
Change0 (0%)
Value$5.5M (-$153.0K)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares3,536
Change+3,536
Value$32.1K
Filed 2026-10-13
Summit Securities Group LLC
NEW
Shares3,342
Change+3,342
Value$30.4K
Filed 2026-11-05
Adkins Seale Capital Management LLC
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$28.0K (-$1.2K)
Filed 2026-10-27
Vision Financial Markets LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$20.6K (-$1.2K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares2,066 from 1,066
Change+1,000 (+94%)
Value$18.8K (+$8.7K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$16.0K (-$688)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares1,581 from 1,526
Change+55 (+4%)
Value$14.4K (-$92)
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares1,200 from 1,100
Change+100 (+9%)
Value$10.9K (+$480)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares1,095 from 795
Change+300 (+38%)
Value$10.0K (+$2.4K)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$6.8K (-$292)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares586
Change+586
Value$5.3K
Filed 2026-10-09
Financial Network Wealth Advisors LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$5.0K (-$216)
Filed 2026-10-28
Quaker Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.5K (-$195)
Filed 2026-10-22
Blume Capital Management, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$3.2K (-$136)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$2.9K (-$125)
Filed 2026-10-20
Citigroup Inc
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$2.8K (-$119)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.7K (-$117)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2.3K (-$97)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares221 from 218
Change+3 (+1%)
Value$2.0K (-$58)
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares125
Change+125
Value$1.1K
Filed 2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$935 (-$53)
Filed 2026-10-16
Byrne Asset Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$917 (-$31)
Filed 2026-10-06
Rossby Financial, LCC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$909 (-$39)
Filed 2026-11-05
Barclays PLC
NEW
Shares1
Change+1
Value$9
Filed 2026-11-06
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 216,000
Change-216,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Argentarii, LLC
CLOSED
Shares0 from 63,000
Change-63,000 (-100%)
Value$0 (-$611.1K)
Filed 2026-10-28
Autumn Glory Partners, LLC
CLOSED
Shares0 from 40,943
Change-40,943 (-100%)
Value$0 (-$388.1K)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 39,295
Change-39,295 (-100%)
Value$0 (-$372.5K)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 21,650
Change-21,650 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 18,046
Change-18,046 (-100%)
Value$0 (-$176.9K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 10,068
Change-10,068 (-100%)
Value$0 (-$95.0K)
Filed 2026-11-02
LSV Asset Management
CLOSED
Shares0 from 7,100
Change-7,100 (-100%)
Value$0 (-$67.0K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$56.9K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$446)
Filed 2026-10-29
Goldman Sachs Group Inc
N/A
Shares— from 6,535,509
Change-6,535,509 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,713,836
Change-4,713,836 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 3,147,251
Change-3,147,251 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,676,020
Change-2,676,020 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,577,113
Change-2,577,113 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,689,253
Change-1,689,253 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 1,193,406
Change-1,193,406 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,147,167
Change-1,147,167 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 939,770
Change-939,770 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 706,549
Change-706,549 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 696,308
Change-696,308 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 624,970
Change-624,970 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 561,573
Change-561,573 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 506,562
Change-506,562 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 497,443
Change-497,443 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 432,573
Change-432,573 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 356,959
Change-356,959 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 356,070
Change-356,070 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 328,196
Change-328,196 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 278,702
Change-278,702 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 270,627
Change-270,627 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 253,413
Change-253,413 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 197,283
Change-197,283 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 173,144
Change-173,144 (-100%)
Value—
State Street Corp
N/A
Shares— from 164,155
Change-164,155 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 145,449
Change-145,449 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 120,283
Change-120,283 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 105,680
Change-105,680 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 93,947
Change-93,947 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 88,320
Change-88,320 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 82,320
Change-82,320 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 78,758
Change-78,758 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 74,920
Change-74,920 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 74,489
Change-74,489 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 72,662
Change-72,662 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 67,747
Change-67,747 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 67,406
Change-67,406 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 65,334
Change-65,334 (-100%)
Value—
Blair William & Co
N/A
Shares— from 64,280
Change-64,280 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 63,494
Change-63,494 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 63,210
Change-63,210 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 63,199
Change-63,199 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 58,686
Change-58,686 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,719
Change-47,719 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 47,177
Change-47,177 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 43,458
Change-43,458 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 41,631
Change-41,631 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 36,036
Change-36,036 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 34,100
Change-34,100 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 31,065
Change-31,065 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,776
Change-29,776 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,169
Change-26,169 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 25,857
Change-25,857 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 24,325
Change-24,325 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 23,664
Change-23,664 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 22,995
Change-22,995 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 21,217
Change-21,217 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,912
Change-20,912 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 20,531
Change-20,531 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 19,639
Change-19,639 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,801
Change-17,801 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 17,050
Change-17,050 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 15,985
Change-15,985 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,471
Change-15,471 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,419
Change-15,419 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,132
Change-15,132 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 14,790
Change-14,790 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,131
Change-14,131 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,722
Change-13,722 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,740
Change-10,740 (-100%)
Value—
Calydon Capital
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 10,143
Change-10,143 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Jones Road Capital Management, L.P.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Private Management Group Inc
INCREASED5,440,1425,178,638+261,504+5%$49.1M$49.5M+$357.4K2026-11-04
Generali Asset Management SPA SGR
DECREASED2,867,5253,294,022-426,497-13%$31.2M$26.1M-$5.2M2026-10-26
Lunate Capital Ltd
UNCHANGED2,192,3922,192,39200%$20.8M$19.9M-$855.0K2026-11-05
Muzinich & Co., Inc.
INCREASED916,700853,942+62,758+7%$8.1M$8.3M+$237.4K2026-10-22
Sumitomo Mitsui Trust Group, Inc.
INCREASED711,783701,783+10,000+1%$6.7M$6.5M-$182.8K2026-10-29
Columbus Macro, LLC
INCREASED659,477619,851+39,626+6%$5.9M$6.0M+$118.5K2026-10-14
GraniteShares Advisors LLC
INCREASED295,354290,788+4,566+2%$2.8M$2.7M-$71.9K2026-10-29
Hennion & Walsh Asset Management, Inc.
DECREASED239,259290,170-50,911-18%$2.8M$2.2M-$575.9K2026-10-13
Russell Investments Group, Ltd.
DECREASED235,584235,692-1080%$2.2M$2.1M-$92.9K2026-11-06
Adams Asset Advisors, LLC
DECREASED221,536227,546-6,010-3%$2.2M$2.0M-$143.4K2026-10-08
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED211,445202,760+8,685+4%$1.9M$1.9M-$1292026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED192,199171,030+21,169+12%$1.6M$1.7M+$125.7K2026-10-16
LPL Financial LLC
INCREASED158,337151,254+7,083+5%$1.4M$1.4M+$5.4K2026-11-06
Thrivent Financial for Lutherans
INCREASED154,672147,564+7,108+5%$1.4M$1.4M+$7.0K2026-11-05
Stiles Financial Services Inc
INCREASED149,253147,845+1,408+1%$1.4M$1.4M-$44.9K2026-10-30
Quadrant Private Wealth Management, LLC
DECREASED149,096160,233-11,137-7%$1.6M$1.4M-$167.3K2026-11-04
Saxon Interests, Inc.
INCREASED148,208142,135+6,073+4%$1.3M$1.3M-$2302026-10-26
Norden Group LLC
DECREASED134,203134,698-4950%$1.3M$1.2M-$57.0K2026-10-20
Lido Advisors, LLC
DECREASED121,714164,679-42,965-26%$1.6M$1.1M-$505.8K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED118,878120,656-1,778-1%$1.1M$1.1M-$63.2K2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED118,608112,297+6,311+6%$1.1M$1.1M+$13.6K2026-11-04
HB Wealth Management, LLC
INCREASED103,52996,865+6,664+7%$918.3K$941.1K+$22.8K2026-10-23
United Advisor Group, LLC
DECREASED100,287100,963-676-1%$957.1K$911.6K-$45.5K2026-11-03
Garde Capital, Inc.
DECREASED92,38897,107-4,719-5%$920.6K$839.8K-$80.8K2026-10-29
Steel Grove Capital Advisors, LLC
UNCHANGED86,04986,04900%$815.7K$782.2K-$33.6K2026-10-13
Creative Planning
DECREASED80,00490,757-10,753-12%$860.4K$727.2K-$133.1K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED79,96462,734+17,230+27%$595.0K$727.0K+$132.0K2026-10-22
Beach Point Capital Management LP
NEW78,988—+78,988——$718.0K—2026-10-20
Shikiar Asset Management Inc
DECREASED78,400102,900-24,500-24%$975.0K$713.0K-$262.0K2026-10-20
TT Capital Management LLC
INCREASED76,65071,850+4,800+7%$681.1K$696.7K+$15.6K2026-10-15
Cordoba Advisory Partners LLC
DECREASED74,70179,546-4,845-6%$779.6K$688.6K-$91.0K2026-10-19
Ethic Inc.
NEW73,600—+73,600——$669.0K—2026-11-03
Arlington Capital Management Inc
NEW62,293—+62,293——$566.2K—2026-10-30
Meridian Wealth Management, LLC
DECREASED58,27379,077-20,804-26%$749.7K$529.7K-$220.0K2026-11-05
Compass Financial Management LLC
DECREASED51,52558,285-6,760-12%$521.7K$468.4K-$53.3K2026-10-30
Closed-End Fund Advisors, Inc.
DECREASED41,35841,742-384-1%$395.7K$375.9K-$19.8K2026-11-04
Cohen Capital Management, Inc.
UNCHANGED38,69438,69400%$366.8K$351.7K-$15.1K2026-10-14
Kendall Capital Management
DECREASED38,16038,675-515-1%$366.6K$346.9K-$19.8K2026-10-23
Garner Asset Management Corp
DECREASED37,11045,045-7,935-18%$427.0K$318.0K-$109.0K2026-10-30
Investment Partners Asset Management, Inc.
INCREASED35,38833,724+1,664+5%$319.7K$321.7K+$2.0K2026-10-09
Axxcess Wealth Management, LLC
DECREASED33,35244,287-10,935-25%$419.8K$303.2K-$116.7K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED33,28032,380+900+3%$285.6K$295.5K+$9.9K2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED32,97532,97500%$312.6K$299.7K-$12.9K2026-10-27
Parallel Advisors, LLC
UNCHANGED32,95632,95600%$312.4K$299.6K-$12.9K2026-11-03
Park Avenue Securities LLC
INCREASED31,98115,965+16,016+100%$151.0K$291.0K+$140.0K2026-10-26
Commonwealth Equity Services, LLC
INCREASED30,97930,633+346+1%$290.4K$281.6K-$8.8K2026-11-02
Independent Financial Group, LLC
DECREASED30,87231,068-196-1%$294.5K$280.6K-$13.9K2026-10-13
Cidel Asset Management Inc
DECREASED29,44060,200-30,760-51%$570.7K$267.6K-$303.1K2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED26,80726,80700%$254.1K$254.1K$02026-10-15
International Assets Investment Management, LLC
UNCHANGED26,22026,22000%$251.1K$235.1K-$15.9K2026-11-02
XML Financial, LLC
UNCHANGED24,60024,60000%$233.2K$223.6K-$9.6K2026-10-29
Sage Rhino Capital LLC
NEW21,560—+21,560——$196.0K—2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED20,82020,144+676+3%$191.0K$189.3K-$1.7K2026-10-15
Sovran Advisors, LLC
INCREASED20,77117,110+3,661+21%$151.9K$188.2K+$36.2K2026-11-02
Wealth Architects, LLC
UNCHANGED20,61520,61500%$195.4K$187.4K-$8.0K2026-11-03
Columbia Advisory Partners LLC
UNCHANGED19,74019,74000%$187.1K$179.4K-$7.7K2026-10-15
Apollon Wealth Management, LLC
INCREASED19,72519,301+424+2%$183.0K$179.3K-$3.7K2026-10-23
ProShare Advisors LLC
DECREASED18,89320,491-1,598-8%$194.3K$171.7K-$22.5K2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED18,61518,575+40+0%$176.1K$169.2K-$6.9K2026-10-30
Stablepoint Partners, LLC
INCREASED15,25311,713+3,540+30%$111.0K$138.7K+$27.6K2026-11-03
Samalin Investment Counsel, LLC
INCREASED15,19214,620+572+4%$138.6K$138.1K-$5072026-10-23
PNC Financial Services Group, Inc.
DECREASED15,04318,693-3,650-20%$177.2K$136.7K-$40.5K2026-11-06
Prosperity Planning, Inc.
NEW14,752—+14,752——$134.1K—2026-10-09
Blue Line Capital, LLC / IL
DECREASED14,62314,963-340-2%$141.8K$132.9K-$8.9K2026-11-04
Doliver Advisors, LP
DECREASED13,59814,313-715-5%$135.7K$123.6K-$12.1K2026-10-01
Kavar Capital Partners Group, LLC
NEW13,450—+13,450——$122.3K—2026-11-06
Southern Financial Group, LLC
DECREASED13,27718,414-5,137-28%$174.6K$120.7K-$53.9K2026-10-30
Truist Financial Corp
UNCHANGED12,94312,94300%$122.7K$117.6K-$5.0K2026-10-30
Sowell Financial Services LLC
INCREASED12,16111,775+386+3%$111.6K$110.5K-$1.1K2026-10-23
Accel Wealth Management
UNCHANGED12,00012,00000%$113.8K$109.1K-$4.7K2026-10-13
Mallini Complete Financial Planning LLC
INCREASED11,46210,929+533+5%$103.6K$104.2K+$5752026-10-06
Davenport & Co LLC
UNCHANGED11,08611,08600%$105.1K$100.8K-$4.3K2026-10-14
Cascade Investment Group, Inc.
DECREASED10,60010,675-75-1%$101.2K$96.4K-$4.8K2026-10-13
Visionary Wealth Advisors
INCREASED10,52810,218+310+3%$96.9K$95.7K-$1.2K2026-11-04
Sound Income Strategies, LLC
DECREASED10,24710,263-160%$97.3K$91.0K-$6.3K2026-10-09
SeaCrest Wealth Management, LLC
DECREASED10,11511,900-1,785-15%$112.8K$91.9K-$20.9K2026-10-21
State of Alaska, Department of Revenue
UNCHANGED5,1035,10300%$48.0K$46.0K-$2.0K2026-10-15
Allworth Financial LP
UNCHANGED4,2604,26000%$40.4K$40.4K$02026-11-06
Chilton Capital Management LLC
UNCHANGED4,0004,00000%$37.9K$36.4K-$1.6K2026-10-28
Creative Financial Designs Inc
UNCHANGED3,9493,94900%$37.4K$35.9K-$1.5K2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED3,7133,71300%$5.7M$5.5M-$153.0K2026-11-04
Clayton Financial Group LLC
NEW3,536—+3,536——$32.1K—2026-10-13
Summit Securities Group LLC
NEW3,342—+3,342——$30.4K—2026-11-05
Adkins Seale Capital Management LLC
UNCHANGED3,0843,08400%$29.2K$28.0K-$1.2K2026-10-27
Vision Financial Markets LLC
UNCHANGED2,2502,25000%$21.8K$20.6K-$1.2K2026-10-22
Farther Finance Advisors, LLC
INCREASED2,0661,066+1,000+94%$10.1K$18.8K+$8.7K2026-10-08
Fifth Third Bancorp
UNCHANGED1,7651,76500%$16.7K$16.0K-$6882026-11-05
Private Wealth Management Group, LLC
INCREASED1,5811,526+55+4%$14.5K$14.4K-$922026-10-19
North Star Investment Management Corp.
INCREASED1,2001,100+100+9%$10.4K$10.9K+$4802026-10-27
Triumph Capital Management
INCREASED1,095795+300+38%$7.5K$10.0K+$2.4K2026-10-14
Clearstead Advisors, LLC
UNCHANGED75075000%$7.1K$6.8K-$2922026-11-06
GK Wealth Management LLC
NEW586—+586——$5.3K—2026-10-09
Financial Network Wealth Advisors LLC
UNCHANGED55555500%$5.3K$5.0K-$2162026-10-28
Quaker Wealth Management, LLC
UNCHANGED50050000%$4.7K$4.5K-$1952026-10-22
Blume Capital Management, Inc.
UNCHANGED35035000%$3.3K$3.2K-$1362026-10-26
Private Trust Co NA
UNCHANGED32132100%$3.0K$2.9K-$1252026-10-20
Citigroup Inc
UNCHANGED30430400%$2.9K$2.8K-$1192026-11-04
IFP Advisors, Inc
UNCHANGED30030000%$2.8K$2.7K-$1172026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED25025000%$2.4K$2.3K-$972026-11-04
Physician Wealth Advisors, Inc.
INCREASED221218+3+1%$2.1K$2.0K-$582026-10-20
Canton Hathaway, LLC
NEW125—+125——$1.1K—2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED10210200%$988$935-$532026-10-16
Byrne Asset Management LLC
UNCHANGED10010000%$948$917-$312026-10-06
Rossby Financial, LCC
UNCHANGED10010000%$948$909-$392026-11-05
Barclays PLC
NEW1—+1——$9—2026-11-06
Privium Fund Management (UK) Ltd
CLOSED0216,000-216,000-100%$2.1M$0-$2.1M2026-10-30
Argentarii, LLC
CLOSED063,000-63,000-100%$611.1K$0-$611.1K2026-10-28
Autumn Glory Partners, LLC
CLOSED040,943-40,943-100%$388.1K$0-$388.1K2026-10-26
Jefferies Financial Group Inc.
CLOSED039,295-39,295-100%$372.5K$0-$372.5K2026-11-05
Wellington Shields & Co., LLC
CLOSED021,650-21,650-100%$205.2K$0-$205.2K2026-11-03
Stirlingshire Investments, Inc.
CLOSED018,046-18,046-100%$176.9K$0-$176.9K2026-11-05
Cambridge Investment Research Advisors, Inc.
CLOSED010,068-10,068-100%$95.0K$0-$95.0K2026-11-02
LSV Asset Management
CLOSED07,100-7,100-100%$67.0K$0-$67.0K2026-11-06
Axiom Investment Management LLC
CLOSED06,000-6,000-100%$56.9K$0-$56.9K2026-11-03
JFS Wealth Advisors, LLC
CLOSED0141-141-100%$1.4K$0-$1.4K2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED047-47-100%$446$0-$4462026-10-29
Goldman Sachs Group Inc
N/A—6,535,509-6,535,509-100%$62.0M———
Morgan Stanley
N/A—4,713,836-4,713,836-100%$44.7M———
Ares Management LLC
N/A—3,147,251-3,147,251-100%$29.8M———
Van Eck Associates Corp
N/A—2,676,020-2,676,020-100%$25.4M———
UBS Group AG
N/A—2,577,113-2,577,113-100%$24.4M———
Invesco Ltd.
N/A—1,689,253-1,689,253-100%$16.0M———
Lalia Capital, LLC
N/A—1,193,406-1,193,406-100%$11.3M———
Bank of America Corp
N/A—1,147,167-1,147,167-100%$10.9M———
Legal & General Group Plc
N/A—939,770-939,770-100%$8.9M———
Raymond James Financial Inc
N/A—706,549-706,549-100%$6.7M———
Cetera Investment Advisers
N/A—696,308-696,308-100%$6.6M———
Envestnet Asset Management Inc
N/A—624,970-624,970-100%$5.9M———
Osaic Holdings, Inc.
N/A—561,573-561,573-100%$5.3M———
American Financial Group Inc
N/A—506,562-506,562-100%$4.8M———
Victory Capital Management Inc
N/A—497,443-497,443-100%$4.7M———
BlackRock, Inc.
N/A—432,573-432,573-100%$4.1M———
Transcend Capital Advisors, LLC
N/A—356,959-356,959-100%$3.4M———
Citadel Advisors LLC
N/A—356,070-356,070-100%$3.4M———
Janney Montgomery Scott LLC
N/A—328,196-328,196-100%$3.1M———
Royal Bank of Canada
N/A—278,702-278,702-100%$2.6M———
Wells Fargo & Company
N/A—270,627-270,627-100%$2.6M———
Naviter Wealth, LLC
N/A—253,413-253,413-100%$2.5M———
Callodine Capital Management, LP
N/A—250,000-250,000-100%$2.4M———
Significant Wealth Partners LLC
N/A—197,283-197,283-100%$1.9M———
Ameriprise Financial Inc
N/A—173,144-173,144-100%$1.6M———
State Street Corp
N/A—164,155-164,155-100%$1.6M———
Canada Life Assurance Co
N/A—145,449-145,449-100%$1.4M———
Loomis Sayles & Co L P
N/A—140,000-140,000-100%$1.3M———
Ethos Financial Group, LLC
N/A—120,283-120,283-100%$1.1M———
Denali Advisors LLC
N/A—105,680-105,680-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—93,947-93,947-100%$890.6K———
XTX Topco Ltd
N/A—88,320-88,320-100%$837.3K———
HighTower Advisors, LLC
N/A—82,320-82,320-100%$780.4K———
Arax Advisory Partners
N/A—78,758-78,758-100%$746.6K———
Northern Trust Corp
N/A—74,920-74,920-100%$710.2K———
Icon Wealth Advisors, LLC
N/A—74,489-74,489-100%$706.2K———
FreeGulliver LLC
N/A—72,662-72,662-100%$688.8K———
Virtus Investment Advisers, LLC
N/A—67,747-67,747-100%$642.2K———
PFG Investments, LLC
N/A—67,406-67,406-100%$639.0K———
Guggenheim Capital LLC
N/A—65,334-65,334-100%$619.4K———
Blair William & Co
N/A—64,280-64,280-100%$609.4K———
All Terrain Financial Advisors, LLC
N/A—63,494-63,494-100%$601.9K———
Texas Yale Capital Corp.
N/A—63,210-63,210-100%$599.2K———
Brown Advisory Inc
N/A—63,199-63,199-100%$599.1K———
Tidal Investments LLC
N/A—58,686-58,686-100%$556.3K———
Almitas Capital LLC
N/A—50,000-50,000-100%$474.0K———
Arkadios Wealth Advisors
N/A—47,719-47,719-100%$452.4K———
Delphi Financial Group, Inc.
N/A—47,177-47,177-100%$447.2K———
Founders Financial Alliance, LLC
N/A—43,458-43,458-100%$412.0K———
DRW Securities, LLC
N/A—41,631-41,631-100%$394.7K———
Black Maple Capital Management LP
N/A—37,500-37,500-100%$355.5K———
Wealth Alliance, LLC
N/A—36,036-36,036-100%$341.6K———
Tyche Wealth Partners LLC
N/A—34,100-34,100-100%$323.3K———
Caption Management, LLC
N/A—31,065-31,065-100%$294.5K———
Private Advisor Group, LLC
N/A—29,776-29,776-100%$282.3K———
Equitable Holdings, Inc.
N/A—26,169-26,169-100%$248.1K———
Two Sigma Securities, LLC
N/A—25,857-25,857-100%$245.1K———
Prosperity Consulting Group, LLC
N/A—24,325-24,325-100%$230.6K———
Cambient Family Office, LLC
N/A—23,664-23,664-100%$231.9K———
Brevan Howard Capital Management LP
N/A—22,995-22,995-100%$218.0K———
First Manhattan Co. Llc.
N/A—21,400-21,400-100%$209.7K———
BFC Planning, Inc.
N/A—21,217-21,217-100%$201.1K———
Rockefeller Capital Management L.P.
N/A—20,912-20,912-100%$198.3K———
Foundations Investment Advisors, LLC
N/A—20,531-20,531-100%$194.6K———
Hexagon Capital Partners LLC
N/A—19,639-19,639-100%$186.2K———
NewEdge Wealth, LLC
N/A—17,801-17,801-100%$168.8K———
Osbon Capital Management LLC
N/A—17,273-17,273-100%$163.8K———
Cornerstone Select Advisors, LLC
N/A—17,050-17,050-100%$161.6K———
Atom Investors LP
N/A—15,985-15,985-100%$151.5K———
Cerity Partners LLC
N/A—15,471-15,471-100%$145.4K———
MAI Capital Management
N/A—15,419-15,419-100%$146.2K———
AQR Capital Management LLC
N/A—15,132-15,132-100%$143.5K———
Westmount Partners, LLC
N/A—14,790-14,790-100%$140.2K———
IHT Wealth Management, LLC
N/A—14,131-14,131-100%$134.0K———
Strategic Financial Concepts, LLC
N/A—13,900-13,900-100%$131.8K———
MML Investors Services, LLC
N/A—13,722-13,722-100%$130.1K———
Stephens Inc
N/A—10,740-10,740-100%$101.8K———
Calydon Capital
N/A—10,735-10,735-100%$101.8K———
BNP Paribas Financial Markets
N/A—10,325-10,325-100%$97.9K———
CFO4Life Group, LLC
N/A—10,143-10,143-100%$96.2K———
Crewe Advisors LLC
N/A—9,943-9,943-100%$94.3K———
JPMorgan Chase & Co
N/A—9,300-9,300-100%$90.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,981-8,981-100%$85.1K———
Rothschild Investment LLC
N/A—7,000-7,000-100%$66.4K———
Strategic Wealth Partners, Ltd.
N/A—5,225-5,225-100%$49.5K———
Regatta Research & Money Management
N/A—5,031-5,031-100%$47.7K———
Tower Research Capital LLC (TRC)
N/A—4,472-4,472-100%$42.4K———
Nova Wealth Management, Inc.
N/A—3,150-3,150-100%$29.9K———
Jones Road Capital Management, L.P.
N/A—3,000-3,000-100%$28.4K———
Quantbot Technologies LP
N/A—2,813-2,813-100%$26.7K———
Harbour Investments, Inc.
N/A—2,042-2,042-100%$19.4K———
Rialto Wealth Management, LLC
N/A—1,868-1,868-100%$17.7K———
Altshuler Shaham Ltd
N/A—1,800-1,800-100%$17.1K———
Federation des caisses Desjardins du Quebec
N/A—1,025-1,025-100%$9.7K———
Aventura Private Wealth, LLC
N/A—1,000-1,000-100%$9.5K———
Continuum Advisory, LLC
N/A—1,000-1,000-100%$9.5K———
Allied Private Wealth LLC
N/A—600-600-100%$5.4K———
Coppell Advisory Solutions LLC
N/A—446-446-100%$5.1M———
Northwestern Mutual Wealth Management Co
N/A—350-350-100%$3.3K———
VSM Wealth Advisory, LLC
N/A—19-19-100%$176———
Marshall Investment Management, LLC
N/A—4-4-100%$40———
Huntington National Bank
N/A—1-1-100%$9———
Showing 218 of 218 institutions