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Golub Capital BDC Inc (GBDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strs Ohio
INCREASED
Shares18,032,440 from 17,576,643
Change+455,797 (+3%)
Value$227.7M (+$1.4M)
Filed 2026-10-30
Sage Mountain Advisors LLC
DECREASED
Shares3,787,045 from 3,829,164
Change-42,119 (-1%)
Value$47.8M (-$1.5M)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares3,422,189 from 3,876,087
Change-453,898 (-12%)
Value$41.8M (-$8.1M)
Filed 2026-10-09
Generali Asset Management SPA SGR
UNCHANGED
Shares2,630,739 from 2,630,739
Change0 (0%)
Value$33.2M (-$657.7K)
Filed 2026-10-26
Allen Investment Management, LLC
DECREASED
Shares2,312,879 from 3,174,058
Change-861,179 (-27%)
Value$29.2M (-$11.7M)
Filed 2026-11-03
Muzinich & Co., Inc.
INCREASED
Shares2,158,925 from 2,055,071
Change+103,854 (+5%)
Value$27.3M (+$797.9K)
Filed 2026-10-22
State of Wisconsin - Board of Commissioners of Public Lands
NEW
Shares1,900,000
Change+1,900,000
Value$24.0M
Filed 2026-10-26
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares1,552,650 from 1,552,650
Change0 (0%)
Value$19.6M (-$388.2K)
Filed 2026-10-29
Arnhold LLC
UNCHANGED
Shares1,537,089 from 1,537,089
Change0 (0%)
Value$19.4M (-$384.3K)
Filed 2026-10-26
Sigma Investment Counselors Inc
INCREASED
Shares973,116 from 922,439
Change+50,677 (+5%)
Value$12.3M (+$409.4K)
Filed 2026-10-27
Prairiewood Capital, LLC
INCREASED
Shares615,153 from 562,432
Change+52,721 (+9%)
Value$7.8M (+$525.3K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares491,530 from 438,634
Change+52,896 (+12%)
Value$6.2M (+$558.4K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares391,404 from 498,198
Change-106,794 (-21%)
Value$4.9M (-$1.5M)
Filed 2026-11-04
Granite FO LLC
UNCHANGED
Shares374,795 from 374,795
Change0 (0%)
Value$4.7M (-$93.7K)
Filed 2026-10-14
Confluence Investment Management LLC
INCREASED
Shares335,237 from 327,523
Change+7,714 (+2%)
Value$4.2M (+$15.5K)
Filed 2026-10-01
Tranquility Partners, LLC
DECREASED
Shares327,489 from 349,982
Change-22,493 (-6%)
Value$4.1M (-$371.6K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares326,895 from 331,237
Change-4,342 (-1%)
Value$4.1M (-$137.6K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares288,189 from 323,215
Change-35,026 (-11%)
Value$3.6M (-$523.2K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares274,999 from 275,686
Change-687 (0%)
Value$3.5M (-$77.6K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares247,788 from 242,994
Change+4,794 (+2%)
Value$3.1M (-$200)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares238,161 from 236,264
Change+1,897 (+1%)
Value$3.0M (-$35.1K)
Filed 2026-10-26
Atria Investments, Inc
NEW
Shares216,063
Change+216,063
Value$2.7M
Filed 2026-10-15
Eagle Bay Advisors LLC
NEW
Shares214,709
Change+214,709
Value$2.7M
Filed 2026-10-16
GraniteShares Advisors LLC
INCREASED
Shares209,338 from 206,101
Change+3,237 (+2%)
Value$2.6M (-$10.6K)
Filed 2026-10-29
Shikiar Asset Management Inc
DECREASED
Shares194,200 from 223,750
Change-29,550 (-13%)
Value$2.5M (-$429.0K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares193,224 from 179,528
Change+13,696 (+8%)
Value$2.4M (+$128.1K)
Filed 2026-10-23
Adams Asset Advisors, LLC
INCREASED
Shares180,151 from 177,299
Change+2,852 (+2%)
Value$2.3M (-$8.3K)
Filed 2026-10-08
Bayshore Capital Advisors, LLC
INCREASED
Shares174,408 from 144,908
Change+29,500 (+20%)
Value$2.2M (+$336.4K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares166,404 from 170,131
Change-3,727 (-2%)
Value$2.1M (-$89.6K)
Filed 2026-11-05
Silverberg Bernstein Capital Management LLC
DECREASED
Shares151,444 from 155,944
Change-4,500 (-3%)
Value$1.9M (-$95.8K)
Filed 2026-10-13
Stableford Capital II LLC
DECREASED
Shares139,842 from 140,804
Change-962 (-1%)
Value$1.8M (-$47.4K)
Filed 2026-10-09
Advisor OS, LLC
INCREASED
Shares134,895 from 131,847
Change+3,048 (+2%)
Value$1.7M (+$5.5K)
Filed 2026-11-03
Abundance Wealth Counselors
INCREASED
Shares133,394 from 109,351
Change+24,043 (+22%)
Value$1.7M (+$276.3K)
Filed 2026-10-26
Whipplewood Advisors, LLC
INCREASED
Shares130,064 from 112,027
Change+18,037 (+16%)
Value$1.6M (+$199.8K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares128,977 from 118,331
Change+10,646 (+9%)
Value$1.6M (+$104.9K)
Filed 2026-10-21
Focused Wealth Management, Inc
INCREASED
Shares126,028 from 125,391
Change+637 (+1%)
Value$1.6M (-$23.3K)
Filed 2026-10-30
General Partner, Inc.
UNCHANGED
Shares123,041 from 123,041
Change0 (0%)
Value$1.6M (-$30.8K)
Filed 2026-10-05
Riverbridge Partners LLC
INCREASED
Shares116,676 from 107,382
Change+9,294 (+9%)
Value$1.5M (+$90.5K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares107,677 from 101,186
Change+6,491 (+6%)
Value$1.4M (+$56.7K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares102,526 from 135,134
Change-32,608 (-24%)
Value$1.3M (-$445.6K)
Filed 2026-11-03
Family Wealth Partners, LLC
INCREASED
Shares88,215 from 79,906
Change+8,309 (+10%)
Value$1.1M (+$85.0K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares82,378 from 76,897
Change+5,481 (+7%)
Value$1.0M (+$50.0K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$1.0M (-$20.0K)
Filed 2026-10-26
Krilogy Financial LLC
NEW
Shares79,081
Change+79,081
Value$957.7K
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares79,028 from 84,548
Change-5,520 (-7%)
Value$998.1K (-$90.9K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares76,734 from 77,219
Change-485 (-1%)
Value$969.1K (-$25.4K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares75,472
Change+75,472
Value$953.2K
Filed 2026-11-03
Regions Financial Corp
UNCHANGED
Shares70,987 from 70,987
Change0 (0%)
Value$896.6K (-$17.7K)
Filed 2026-11-05
Tred Avon Family Wealth, LLC
DECREASED
Shares66,189 from 250,990
Change-184,801 (-74%)
Value$836.0K (-$2.4M)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
DECREASED
Shares65,844 from 83,925
Change-18,081 (-22%)
Value$831.6K (-$249.3K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares64,187 from 44,591
Change+19,596 (+44%)
Value$778.0K (+$208.1K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
DECREASED
Shares64,125 from 75,850
Change-11,725 (-15%)
Value$809.9K (-$167.0K)
Filed 2026-10-14
Commerce Advisors, LLC
INCREASED
Shares62,430 from 60,988
Change+1,442 (+2%)
Value$788.5K (+$3.0K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares61,624 from 61,624
Change0 (0%)
Value$793.7K ($0)
Filed 2026-10-15
Verum Partners LLC
NEW
Shares60,098
Change+60,098
Value$759.0K
Filed 2026-10-21
Accurate Wealth Management, LLC
DECREASED
Shares55,230 from 61,430
Change-6,200 (-10%)
Value$667.7K (-$125.9K)
Filed 2026-10-20
Investment Research Partners LLC
INCREASED
Shares53,910 from 40,918
Change+12,992 (+32%)
Value$680.9K (+$153.9K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares47,143 from 37,387
Change+9,756 (+26%)
Value$595.4K (+$113.9K)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares45,708 from 28,975
Change+16,733 (+58%)
Value$577.3K (+$204.1K)
Filed 2026-10-30
Closed-End Fund Advisors, Inc.
INCREASED
Shares45,505 from 38,083
Change+7,422 (+19%)
Value$574.7K (+$84.2K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares44,725 from 18,883
Change+25,842 (+137%)
Value$564.9K (+$321.7K)
Filed 2026-10-22
MacKenzie Financial Corp
INCREASED
Shares44,599 from 44,394
Change+205 (+0%)
Value$563.3K (-$8.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares43,347 from 47,457
Change-4,110 (-9%)
Value$547.5K (-$63.8K)
Filed 2026-10-23
Haven Private, LLC
DECREASED
Shares42,358 from 44,413
Change-2,055 (-5%)
Value$535.0K (-$37.1K)
Filed 2026-10-27
J.M. Arbour, LLC
INCREASED
Shares40,918 from 38,364
Change+2,554 (+7%)
Value$516.8K (+$22.7K)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
DECREASED
Shares39,916 from 53,396
Change-13,480 (-25%)
Value$504.1K (-$183.6K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares39,322 from 42,057
Change-2,735 (-6%)
Value$496.6K (-$45.1K)
Filed 2026-10-23
Albion Financial Group
INCREASED
Shares38,898 from 38,748
Change+150 (+0%)
Value$491.3K (-$7.8K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares38,881 from 39,381
Change-500 (-1%)
Value$491.0K (-$16.0K)
Filed 2026-10-22
Monument Capital Management
DECREASED
Shares36,762 from 38,583
Change-1,821 (-5%)
Value$464.3K (-$32.6K)
Filed 2026-10-09
ProShare Advisors LLC
DECREASED
Shares35,818 from 38,007
Change-2,189 (-6%)
Value$452.4K (-$37.1K)
Filed 2026-10-29
Bison Wealth, LLC
UNCHANGED
Shares35,799 from 35,799
Change0 (0%)
Value$433.5K (-$27.2K)
Filed 2026-10-13
Shade Tree Advisors LLC
UNCHANGED
Shares33,565 from 33,565
Change0 (0%)
Value$423.9K (-$8.4K)
Filed 2026-10-22
Key Capital Management, Inc
INCREASED
Shares32,503 from 4,650
Change+27,853 (+599%)
Value$405.1K (+$345.2K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
DECREASED
Shares32,484 from 32,892
Change-408 (-1%)
Value$410 (-$14)
Filed 2026-10-05
Global Strategic Management Inc
DECREASED
Shares31,300 from 36,300
Change-5,000 (-14%)
Value$395.0K (+$394.5K)
Filed 2026-10-16
AMG National Trust Bank
DECREASED
Shares30,174 from 52,204
Change-22,030 (-42%)
Value$381.1K (-$291.3K)
Filed 2026-11-05
Simon Quick Advisors, LLC
DECREASED
Shares29,654 from 41,457
Change-11,803 (-28%)
Value$374.5K (-$159.4K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares29,523 from 24,002
Change+5,521 (+23%)
Value$372.9K (+$63.7K)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares29,192 from 56,402
Change-27,210 (-48%)
Value$368.7K (-$357.8K)
Filed 2026-10-30
Invested Advisors
INCREASED
Shares28,453 from 22,355
Change+6,098 (+27%)
Value$359.4K (+$71.4K)
Filed 2026-10-23
Klingman & Associates, LLC
UNCHANGED
Shares27,788 from 27,788
Change0 (0%)
Value$351.0K (-$6.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares27,131 from 43,021
Change-15,890 (-37%)
Value$331.3K (-$224.6K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares26,797
Change+26,797
Value$338.4K
Filed 2026-10-21
waypoint wealth counsel
INCREASED
Shares26,580 from 26,145
Change+435 (+2%)
Value$335.7K (-$1.0K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED
Shares26,162 from 26,162
Change0 (0%)
Value$330.4K (-$6.5K)
Filed 2026-10-27
Avail Investment Partners, LLC
INCREASED
Shares24,687 from 18,563
Change+6,124 (+33%)
Value$311.8K (+$72.7K)
Filed 2026-10-16
Solstein Capital, LLC
NEW
Shares24,472
Change+24,472
Value$309.1K
Filed 2026-11-02
Park Avenue Securities LLC
NEW
Shares22,831
Change+22,831
Value$288.0K
Filed 2026-10-26
Rockingstone Advisors LLC
INCREASED
Shares21,670 from 18,345
Change+3,325 (+18%)
Value$273.7K (+$37.4K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares20,771 from 20,615
Change+156 (+1%)
Value$262.3K (-$3.2K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,199 from 23,033
Change-3,834 (-17%)
Value$242.0K (-$55.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares19,177 from 3,372
Change+15,805 (+469%)
Value$242.2K (+$198.8K)
Filed 2026-10-08
Penbrook Management LLC
DECREASED
Shares17,930 from 18,060
Change-130 (-1%)
Value$226.5K (-$6.2K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares17,691 from 17,567
Change+124 (+1%)
Value$223.4K (-$2.8K)
Filed 2026-10-13
Brucke Financial, Inc.
INCREASED
Shares17,465 from 17,019
Change+446 (+3%)
Value$220.6K (+$1.4K)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares17,401
Change+17,401
Value$208.5K
Filed 2026-10-26
Core Wealth Partners LLC
INCREASED
Shares17,315 from 15,060
Change+2,255 (+15%)
Value$218.7K (+$24.7K)
Filed 2026-11-02
Matauro, LLC
UNCHANGED
Shares16,611 from 16,611
Change0 (0%)
Value$209.8K (-$4.2K)
Filed 2026-11-03
Promethium Advisors,llc
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$202.1K (-$4.0K)
Filed 2026-10-19
Columbia Advisory Partners LLC
UNCHANGED
Shares15,926 from 15,926
Change0 (0%)
Value$201.1K (-$4.0K)
Filed 2026-10-15
Bank Pictet & Cie (Europe) AG
INCREASED
Shares15,822 from 15,430
Change+392 (+3%)
Value$199.8K (+$1.1K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
UNCHANGED
Shares15,222 from 15,222
Change0 (0%)
Value$192.3K (-$3.8K)
Filed 2026-10-22
Uptick Partners, LLC
INCREASED
Shares14,838 from 11,809
Change+3,029 (+26%)
Value$187.4K (+$35.3K)
Filed 2026-11-04
Eagle Global Advisors LLC
INCREASED
Shares14,585 from 14,485
Change+100 (+1%)
Value$184.2K (-$2.4K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares14,097 from 21,183
Change-7,086 (-33%)
Value$178.0K (-$94.8K)
Filed 2026-10-15
Colton Groome Financial Advisors, LLC
INCREASED
Shares13,481 from 13,167
Change+314 (+2%)
Value$170.3K (+$665)
Filed 2026-10-06
True North Advisors, LLC
UNCHANGED
Shares13,420 from 13,420
Change0 (0%)
Value$169.5K (-$3.4K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares12,706 from 11,753
Change+953 (+8%)
Value$160.5K (+$9.1K)
Filed 2026-11-02
TT Capital Management LLC
NEW
Shares12,603
Change+12,603
Value$159.2K
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares12,215 from 12,215
Change0 (0%)
Value$154.3K (-$3.1K)
Filed 2026-10-13
Signature Wealth Management Partners, LLC
INCREASED
Shares11,885 from 11,582
Change+303 (+3%)
Value$150.1K (+$923)
Filed 2026-10-21
Romano Brothers and Company
UNCHANGED
Shares11,875 from 11,875
Change0 (0%)
Value$150.0K (-$3.0K)
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares11,654
Change+11,654
Value$147.2K
Filed 2026-11-03
Cap Partners, LLC
DECREASED
Shares11,061 from 11,226
Change-165 (-1%)
Value$139.7K (-$4.9K)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares10,533 from 10,533
Change0 (0%)
Value$133.0K (-$2.6K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED
Shares10,517 from 11,717
Change-1,200 (-10%)
Value$132.8K (-$18.1K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares10,443 from 12,826
Change-2,383 (-19%)
Value$131.0K (-$34.0K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares10,357 from 10,357
Change0 (0%)
Value$130.8K (-$2.6K)
Filed 2026-10-23
Mariner Investment Group LLC
NEW
Shares10,000
Change+10,000
Value$126.3K
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares8,375 from 3,307
Change+5,068 (+153%)
Value$105.8K (+$63.2K)
Filed 2026-10-16
Golden State Wealth Management, LLC
NEW
Shares7,627
Change+7,627
Value$96.3K
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares7,274 from 14,823
Change-7,549 (-51%)
Value$91.9K (-$99.1K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares6,936 from 6,936
Change0 (0%)
Value$87.6K (-$1.7K)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED
Shares6,165 from 6,165
Change0 (0%)
Value$12.1M (-$422.0K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$75.5K (-$1.5K)
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$47.4K (-$937)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares2,955
Change+2,955
Value$37.3K
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$35.4K (-$700)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares2,460
Change+2,460
Value$31.1K
Filed 2026-10-13
Burk Holdings LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$29.9K (-$591)
Filed 2026-11-05
Summit Securities Group LLC
NEW
Shares2,092
Change+2,092
Value$26.4K
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares2,000 from 42,750
Change-40,750 (-95%)
Value$25.3K (-$533.9K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.6K (-$250)
Filed 2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares907 from 885
Change+22 (+2%)
Value$11 ($0)
Filed 2026-10-22
Signature Equity Partners, LLC
NEW
Shares533
Change+533
Value$6.7K
Filed 2026-10-29
Fortitude Family Office, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$6.7K (-$132)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares474 from 557
Change-83 (-15%)
Value$6.0K (-$1.2K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$6.0K (-$118)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares368 from 358
Change+10 (+3%)
Value$4.6K (+$29)
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares283
Change+283
Value$3.6K
Filed 2026-11-05
Compass Wealth Management LLC
NEW
Shares200
Change+200
Value$2.5K
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$2.4K (-$48)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
INCREASED
Shares175 from 170
Change+5 (+3%)
Value$2.2K (+$14)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares169 from 165
Change+4 (+2%)
Value$2.1K (+$14)
Filed 2026-10-28
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.3K (-$25)
Filed 2026-10-30
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
Border to Coast Pensions Partnership Ltd
CLOSED
Shares0 from 300,000
Change-300,000 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-09
Avestar Capital, LLC
CLOSED
Shares0 from 76,840
Change-76,840 (-100%)
Value$0 (-$989.7K)
Filed 2026-10-28
Quadrant Capital Group LLC
CLOSED
Shares0 from 44,208
Change-44,208 (-100%)
Value$0 (-$569.4K)
Filed 2026-10-20
Segment Wealth Management, LLC
CLOSED
Shares0 from 30,550
Change-30,550 (-100%)
Value$0 (-$393.5K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 27,693
Change-27,693 (-100%)
Value$0 (-$118.7K)
Filed 2026-11-02
Miller Global Investments, LLC
CLOSED
Shares0 from 16,566
Change-16,566 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-02
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 10,482
Change-10,482 (-100%)
Value$0 (-$135.0K)
Filed 2026-10-23
Blue Trust, Inc.
CLOSED
Shares0 from 5,542
Change-5,542 (-100%)
Value$0 (-$71.4K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,164
Change-4,164 (-100%)
Value$0 (-$53.6K)
Filed 2026-10-15
Bayforest Capital Ltd
CLOSED
Shares0 from 3,780
Change-3,780 (-100%)
Value$0 (-$48.7K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$24.5K)
Filed 2026-10-05
Citigroup Inc
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$23.6K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 1,071
Change-1,071 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-27
Fairway Wealth LLC
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$889)
Filed 2026-11-03
CoreCap Advisors, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$374)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 7,345,885
Change-7,345,885 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 4,710,275
Change-4,710,275 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,849,396
Change-3,849,396 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 3,650,215
Change-3,650,215 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,392,551
Change-3,392,551 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,384,088
Change-3,384,088 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 3,357,115
Change-3,357,115 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,799,784
Change-2,799,784 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 2,605,281
Change-2,605,281 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,443,383
Change-2,443,383 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,354,219
Change-2,354,219 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,765,242
Change-1,765,242 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,652,518
Change-1,652,518 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,289,976
Change-1,289,976 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,258,215
Change-1,258,215 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,235,407
Change-1,235,407 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,193,180
Change-1,193,180 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,009,620
Change-1,009,620 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 942,550
Change-942,550 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 931,687
Change-931,687 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 864,877
Change-864,877 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 853,625
Change-853,625 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 812,128
Change-812,128 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 753,317
Change-753,317 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 684,435
Change-684,435 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 557,919
Change-557,919 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 516,739
Change-516,739 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 505,442
Change-505,442 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 474,325
Change-474,325 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 458,427
Change-458,427 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 442,331
Change-442,331 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 439,175
Change-439,175 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 435,853
Change-435,853 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 423,216
Change-423,216 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 421,314
Change-421,314 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 415,746
Change-415,746 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 409,860
Change-409,860 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 392,900
Change-392,900 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 380,183
Change-380,183 (-100%)
Value—
State Street Corp
N/A
Shares— from 378,044
Change-378,044 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 374,135
Change-374,135 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 366,121
Change-366,121 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 363,782
Change-363,782 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 344,707
Change-344,707 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 344,100
Change-344,100 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 343,374
Change-343,374 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 342,960
Change-342,960 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 330,356
Change-330,356 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 312,605
Change-312,605 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 307,379
Change-307,379 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 302,407
Change-302,407 (-100%)
Value—
&partners
N/A
Shares— from 297,235
Change-297,235 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 287,881
Change-287,881 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 267,898
Change-267,898 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 264,210
Change-264,210 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 239,802
Change-239,802 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 220,056
Change-220,056 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 215,791
Change-215,791 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 176,750
Change-176,750 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 171,770
Change-171,770 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 138,654
Change-138,654 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 138,356
Change-138,356 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 124,179
Change-124,179 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 121,035
Change-121,035 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 120,200
Change-120,200 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 119,013
Change-119,013 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 111,755
Change-111,755 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 109,216
Change-109,216 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 101,058
Change-101,058 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100,443
Change-100,443 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 98,437
Change-98,437 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 98,294
Change-98,294 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 96,554
Change-96,554 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 91,617
Change-91,617 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 91,279
Change-91,279 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 85,477
Change-85,477 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 84,244
Change-84,244 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 84,213
Change-84,213 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 80,442
Change-80,442 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 79,859
Change-79,859 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 79,660
Change-79,660 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 78,991
Change-78,991 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 77,366
Change-77,366 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 74,107
Change-74,107 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 72,372
Change-72,372 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 70,893
Change-70,893 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 62,814
Change-62,814 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 58,112
Change-58,112 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 57,473
Change-57,473 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 56,000
Change-56,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 55,408
Change-55,408 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 55,213
Change-55,213 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 54,613
Change-54,613 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 52,013
Change-52,013 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,092
Change-51,092 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 50,276
Change-50,276 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 47,300
Change-47,300 (-100%)
Value—
Blair William & Co
N/A
Shares— from 45,826
Change-45,826 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 44,050
Change-44,050 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,416
Change-42,416 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 41,825
Change-41,825 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 41,447
Change-41,447 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 38,956
Change-38,956 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 38,261
Change-38,261 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 38,163
Change-38,163 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,695
Change-35,695 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 35,043
Change-35,043 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 31,432
Change-31,432 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 31,259
Change-31,259 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,957
Change-30,957 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 30,428
Change-30,428 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 29,553
Change-29,553 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 28,024
Change-28,024 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,809
Change-25,809 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 24,875
Change-24,875 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,208
Change-24,208 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,843
Change-22,843 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 22,594
Change-22,594 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 22,434
Change-22,434 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 22,111
Change-22,111 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 21,435
Change-21,435 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,255
Change-21,255 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 20,129
Change-20,129 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 20,124
Change-20,124 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 19,928
Change-19,928 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 18,749
Change-18,749 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 18,360
Change-18,360 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 17,316
Change-17,316 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 17,143
Change-17,143 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 17,068
Change-17,068 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 17,064
Change-17,064 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 16,622
Change-16,622 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
Delphi Management Inc
N/A
Shares— from 15,637
Change-15,637 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 15,615
Change-15,615 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 14,601
Change-14,601 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 13,669
Change-13,669 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 13,190
Change-13,190 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 13,008
Change-13,008 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 12,057
Change-12,057 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,288
Change-10,288 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 8,826
Change-8,826 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 340
Change-340 (-100%)
Value—
FMR LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Quarry LP
N/A
Shares— from 280
Change-280 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 109
Change-109 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Strs Ohio
INCREASED18,032,44017,576,643+455,797+3%$226.4M$227.7M+$1.4M2026-10-30
Sage Mountain Advisors LLC
DECREASED3,787,0453,829,164-42,119-1%$49.3M$47.8M-$1.5M2026-11-02
Sound Income Strategies, LLC
DECREASED3,422,1893,876,087-453,898-12%$49.9M$41.8M-$8.1M2026-10-09
Generali Asset Management SPA SGR
UNCHANGED2,630,7392,630,73900%$33.9M$33.2M-$657.7K2026-10-26
Allen Investment Management, LLC
DECREASED2,312,8793,174,058-861,179-27%$40.9M$29.2M-$11.7M2026-11-03
Muzinich & Co., Inc.
INCREASED2,158,9252,055,071+103,854+5%$26.5M$27.3M+$797.9K2026-10-22
State of Wisconsin - Board of Commissioners of Public Lands
NEW1,900,000—+1,900,000——$24.0M—2026-10-26
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED1,552,6501,552,65000%$20.0M$19.6M-$388.2K2026-10-29
Arnhold LLC
UNCHANGED1,537,0891,537,08900%$19.8M$19.4M-$384.3K2026-10-26
Sigma Investment Counselors Inc
INCREASED973,116922,439+50,677+5%$11.9M$12.3M+$409.4K2026-10-27
Prairiewood Capital, LLC
INCREASED615,153562,432+52,721+9%$7.2M$7.8M+$525.3K2026-10-16
Commonwealth Equity Services, LLC
INCREASED491,530438,634+52,896+12%$5.6M$6.2M+$558.4K2026-11-02
Lido Advisors, LLC
DECREASED391,404498,198-106,794-21%$6.4M$4.9M-$1.5M2026-11-04
Granite FO LLC
UNCHANGED374,795374,79500%$4.8M$4.7M-$93.7K2026-10-14
Confluence Investment Management LLC
INCREASED335,237327,523+7,714+2%$4.2M$4.2M+$15.5K2026-10-01
Tranquility Partners, LLC
DECREASED327,489349,982-22,493-6%$4.5M$4.1M-$371.6K2026-10-20
D.A. Davidson & Co.
DECREASED326,895331,237-4,342-1%$4.3M$4.1M-$137.6K2026-10-28
Hennion & Walsh Asset Management, Inc.
DECREASED288,189323,215-35,026-11%$4.2M$3.6M-$523.2K2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED274,999275,686-6870%$3.6M$3.5M-$77.6K2026-10-16
United Advisor Group, LLC
INCREASED247,788242,994+4,794+2%$3.1M$3.1M-$2002026-11-03
Oppenheimer & Co Inc
INCREASED238,161236,264+1,897+1%$3.0M$3.0M-$35.1K2026-10-26
Atria Investments, Inc
NEW216,063—+216,063——$2.7M—2026-10-15
Eagle Bay Advisors LLC
NEW214,709—+214,709——$2.7M—2026-10-16
GraniteShares Advisors LLC
INCREASED209,338206,101+3,237+2%$2.7M$2.6M-$10.6K2026-10-29
Shikiar Asset Management Inc
DECREASED194,200223,750-29,550-13%$2.9M$2.5M-$429.0K2026-10-20
HB Wealth Management, LLC
INCREASED193,224179,528+13,696+8%$2.3M$2.4M+$128.1K2026-10-23
Adams Asset Advisors, LLC
INCREASED180,151177,299+2,852+2%$2.3M$2.3M-$8.3K2026-10-08
Bayshore Capital Advisors, LLC
INCREASED174,408144,908+29,500+20%$1.9M$2.2M+$336.4K2026-11-02
Bank of New York Mellon Corp
DECREASED166,404170,131-3,727-2%$2.2M$2.1M-$89.6K2026-11-05
Silverberg Bernstein Capital Management LLC
DECREASED151,444155,944-4,500-3%$2.0M$1.9M-$95.8K2026-10-13
Stableford Capital II LLC
DECREASED139,842140,804-962-1%$1.8M$1.8M-$47.4K2026-10-09
Advisor OS, LLC
INCREASED134,895131,847+3,048+2%$1.7M$1.7M+$5.5K2026-11-03
Abundance Wealth Counselors
INCREASED133,394109,351+24,043+22%$1.4M$1.7M+$276.3K2026-10-26
Whipplewood Advisors, LLC
INCREASED130,064112,027+18,037+16%$1.4M$1.6M+$199.8K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED128,977118,331+10,646+9%$1.5M$1.6M+$104.9K2026-10-21
Focused Wealth Management, Inc
INCREASED126,028125,391+637+1%$1.6M$1.6M-$23.3K2026-10-30
General Partner, Inc.
UNCHANGED123,041123,04100%$1.6M$1.6M-$30.8K2026-10-05
Riverbridge Partners LLC
INCREASED116,676107,382+9,294+9%$1.4M$1.5M+$90.5K2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED107,677101,186+6,491+6%$1.3M$1.4M+$56.7K2026-11-04
Parallel Advisors, LLC
DECREASED102,526135,134-32,608-24%$1.7M$1.3M-$445.6K2026-11-03
Family Wealth Partners, LLC
INCREASED88,21579,906+8,309+10%$1.0M$1.1M+$85.0K2026-10-20
Signaturefd, LLC
INCREASED82,37876,897+5,481+7%$990.4K$1.0M+$50.0K2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED80,00080,00000%$1.0M$1.0M-$20.0K2026-10-26
Krilogy Financial LLC
NEW79,081—+79,081——$957.7K—2026-10-13
Independent Financial Group, LLC
DECREASED79,02884,548-5,520-7%$1.1M$998.1K-$90.9K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED76,73477,219-485-1%$994.6K$969.1K-$25.4K2026-10-16
Ascentis Independent Advisors
NEW75,472—+75,472——$953.2K—2026-11-03
Regions Financial Corp
UNCHANGED70,98770,98700%$914.3K$896.6K-$17.7K2026-11-05
Tred Avon Family Wealth, LLC
DECREASED66,189250,990-184,801-74%$3.2M$836.0K-$2.4M2026-10-20
Amplius Wealth Advisors, LLC
DECREASED65,84483,925-18,081-22%$1.1M$831.6K-$249.3K2026-10-20
Chicago Partners Investment Group LLC
INCREASED64,18744,591+19,596+44%$569.9K$778.0K+$208.1K2026-10-27
Meridian Investment Counsel Inc.
DECREASED64,12575,850-11,725-15%$976.9K$809.9K-$167.0K2026-10-14
Commerce Advisors, LLC
INCREASED62,43060,988+1,442+2%$785.5K$788.5K+$3.0K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED61,62461,62400%$793.7K$793.7K$02026-10-15
Verum Partners LLC
NEW60,098—+60,098——$759.0K—2026-10-21
Accurate Wealth Management, LLC
DECREASED55,23061,430-6,200-10%$793.7K$667.7K-$125.9K2026-10-20
Investment Research Partners LLC
INCREASED53,91040,918+12,992+32%$527.0K$680.9K+$153.9K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED47,14337,387+9,756+26%$481.5K$595.4K+$113.9K2026-10-30
Truist Financial Corp
INCREASED45,70828,975+16,733+58%$373.2K$577.3K+$204.1K2026-10-30
Closed-End Fund Advisors, Inc.
INCREASED45,50538,083+7,422+19%$490.5K$574.7K+$84.2K2026-11-04
Griffin Asset Management, Inc.
INCREASED44,72518,883+25,842+137%$243.2K$564.9K+$321.7K2026-10-22
MacKenzie Financial Corp
INCREASED44,59944,394+205+0%$571.8K$563.3K-$8.5K2026-11-02
Apollon Wealth Management, LLC
DECREASED43,34747,457-4,110-9%$611.2K$547.5K-$63.8K2026-10-23
Haven Private, LLC
DECREASED42,35844,413-2,055-5%$572.0K$535.0K-$37.1K2026-10-27
J.M. Arbour, LLC
INCREASED40,91838,364+2,554+7%$494.1K$516.8K+$22.7K2026-11-05
Edgemoor Investment Advisors, Inc.
DECREASED39,91653,396-13,480-25%$687.7K$504.1K-$183.6K2026-11-03
Evergreen Capital Management LLC
DECREASED39,32242,057-2,735-6%$541.7K$496.6K-$45.1K2026-10-23
Albion Financial Group
INCREASED38,89838,748+150+0%$499.1K$491.3K-$7.8K2026-10-21
Wedbush Securities Inc
DECREASED38,88139,381-500-1%$507.0K$491.0K-$16.0K2026-10-22
Monument Capital Management
DECREASED36,76238,583-1,821-5%$496.9K$464.3K-$32.6K2026-10-09
ProShare Advisors LLC
DECREASED35,81838,007-2,189-6%$489.5K$452.4K-$37.1K2026-10-29
Bison Wealth, LLC
UNCHANGED35,79935,79900%$460.7K$433.5K-$27.2K2026-10-13
Shade Tree Advisors LLC
UNCHANGED33,56533,56500%$432.3K$423.9K-$8.4K2026-10-22
Key Capital Management, Inc
INCREASED32,5034,650+27,853+599%$59.9K$405.1K+$345.2K2026-11-03
Neville Rodie & Shaw Inc
DECREASED32,48432,892-408-1%$424$410-$142026-10-05
Global Strategic Management Inc
DECREASED31,30036,300-5,000-14%$473$395.0K+$394.5K2026-10-16
AMG National Trust Bank
DECREASED30,17452,204-22,030-42%$672.4K$381.1K-$291.3K2026-11-05
Simon Quick Advisors, LLC
DECREASED29,65441,457-11,803-28%$534.0K$374.5K-$159.4K2026-10-26
Creative Planning
INCREASED29,52324,002+5,521+23%$309.1K$372.9K+$63.7K2026-11-02
Kelleher Financial Advisors
DECREASED29,19256,402-27,210-48%$726.5K$368.7K-$357.8K2026-10-30
Invested Advisors
INCREASED28,45322,355+6,098+27%$287.9K$359.4K+$71.4K2026-10-23
Klingman & Associates, LLC
UNCHANGED27,78827,78800%$357.9K$351.0K-$6.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED27,13143,021-15,890-37%$555.8K$331.3K-$224.6K2026-10-13
First Affirmative Financial Network
NEW26,797—+26,797——$338.4K—2026-10-21
waypoint wealth counsel
INCREASED26,58026,145+435+2%$336.7K$335.7K-$1.0K2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED26,16226,16200%$337.0K$330.4K-$6.5K2026-10-27
Avail Investment Partners, LLC
INCREASED24,68718,563+6,124+33%$239.1K$311.8K+$72.7K2026-10-16
Solstein Capital, LLC
NEW24,472—+24,472——$309.1K—2026-11-02
Park Avenue Securities LLC
NEW22,831—+22,831——$288.0K—2026-10-26
Rockingstone Advisors LLC
INCREASED21,67018,345+3,325+18%$236.3K$273.7K+$37.4K2026-10-16
Magnus Financial Group LLC
INCREASED20,77120,615+156+1%$265.5K$262.3K-$3.2K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED19,19923,033-3,834-17%$297.0K$242.0K-$55.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED19,1773,372+15,805+469%$43.4K$242.2K+$198.8K2026-10-08
Penbrook Management LLC
DECREASED17,93018,060-130-1%$232.6K$226.5K-$6.2K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED17,69117,567+124+1%$226.3K$223.4K-$2.8K2026-10-13
Brucke Financial, Inc.
INCREASED17,46517,019+446+3%$219.2K$220.6K+$1.4K2026-10-23
Transce3nd, LLC
NEW17,401—+17,401——$208.5K—2026-10-26
Core Wealth Partners LLC
INCREASED17,31515,060+2,255+15%$194.0K$218.7K+$24.7K2026-11-02
Matauro, LLC
UNCHANGED16,61116,61100%$214.0K$209.8K-$4.2K2026-11-03
Promethium Advisors,llc
UNCHANGED16,00016,00000%$206.1K$202.1K-$4.0K2026-10-19
Columbia Advisory Partners LLC
UNCHANGED15,92615,92600%$205.1K$201.1K-$4.0K2026-10-15
Bank Pictet & Cie (Europe) AG
INCREASED15,82215,430+392+3%$198.7K$199.8K+$1.1K2026-10-20
Beaumont Financial Advisors, LLC
UNCHANGED15,22215,22200%$196.1K$192.3K-$3.8K2026-10-22
Uptick Partners, LLC
INCREASED14,83811,809+3,029+26%$152.1K$187.4K+$35.3K2026-11-04
Eagle Global Advisors LLC
INCREASED14,58514,485+100+1%$186.6K$184.2K-$2.4K2026-11-02
RDA Financial Network
DECREASED14,09721,183-7,086-33%$272.8K$178.0K-$94.8K2026-10-15
Colton Groome Financial Advisors, LLC
INCREASED13,48113,167+314+2%$169.6K$170.3K+$6652026-10-06
True North Advisors, LLC
UNCHANGED13,42013,42000%$172.9K$169.5K-$3.4K2026-10-22
Kestra Advisory Services, LLC
INCREASED12,70611,753+953+8%$151.4K$160.5K+$9.1K2026-11-02
TT Capital Management LLC
NEW12,603—+12,603——$159.2K—2026-10-15
Steel Grove Capital Advisors, LLC
UNCHANGED12,21512,21500%$157.3K$154.3K-$3.1K2026-10-13
Signature Wealth Management Partners, LLC
INCREASED11,88511,582+303+3%$149.2K$150.1K+$9232026-10-21
Romano Brothers and Company
UNCHANGED11,87511,87500%$153.0K$150.0K-$3.0K2026-10-22
StoneX Group Inc.
NEW11,654—+11,654——$147.2K—2026-11-03
Cap Partners, LLC
DECREASED11,06111,226-165-1%$144.6K$139.7K-$4.9K2026-10-19
Triumph Capital Management
UNCHANGED10,53310,53300%$135.7K$133.0K-$2.6K2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED10,51711,717-1,200-10%$150.9K$132.8K-$18.1K2026-11-05
State of Alaska, Department of Revenue
DECREASED10,44312,826-2,383-19%$165.0K$131.0K-$34.0K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED10,35710,35700%$133.4K$130.8K-$2.6K2026-10-23
Mariner Investment Group LLC
NEW10,000—+10,000——$126.3K—2026-11-04
IFP Advisors, Inc
INCREASED8,3753,307+5,068+153%$42.6K$105.8K+$63.2K2026-10-16
Golden State Wealth Management, LLC
NEW7,627—+7,627——$96.3K—2026-11-02
Simplex Trading, LLC
DECREASED7,27414,823-7,549-51%$190.9K$91.9K-$99.1K2026-11-04
Creative Financial Designs Inc
UNCHANGED6,9366,93600%$89.3K$87.6K-$1.7K2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED6,1656,16500%$12.6M$12.1M-$422.0K2026-11-04
Trust Co of Vermont
UNCHANGED5,9755,97500%$77.0K$75.5K-$1.5K2026-10-21
Main Street Group, LTD
UNCHANGED3,7503,75000%$48.3K$47.4K-$9372026-10-28
Latitude Advisors, LLC
NEW2,955—+2,955——$37.3K—2026-10-27
MTM Investment Management, LLC
UNCHANGED2,8002,80000%$36.1K$35.4K-$7002026-10-30
Clayton Financial Group LLC
NEW2,460—+2,460——$31.1K—2026-10-13
Burk Holdings LLC
UNCHANGED2,3652,36500%$30.5K$29.9K-$5912026-11-05
Summit Securities Group LLC
NEW2,092—+2,092——$26.4K—2026-11-05
Compass Financial Management LLC
DECREASED2,00042,750-40,750-95%$559.2K$25.3K-$533.9K2026-10-30
Valley National Advisers Inc
UNCHANGED1,0001,00000%$12.9K$12.6K-$2502026-10-23
BI Asset Management Fondsmaeglerselskab A/S
INCREASED907885+22+2%$11$11$02026-10-22
Signature Equity Partners, LLC
NEW533—+533——$6.7K—2026-10-29
Fortitude Family Office, LLC
UNCHANGED53053000%$6.8K$6.7K-$1322026-10-14
EverSource Wealth Advisors, LLC
DECREASED474557-83-15%$7.2K$6.0K-$1.2K2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED47347300%$6.1K$6.0K-$1182026-11-02
GHP Investment Advisors, Inc.
INCREASED368358+10+3%$4.6K$4.6K+$292026-10-15
Rossby Financial, LCC
NEW283—+283——$3.6K—2026-11-05
Compass Wealth Management LLC
NEW200—+200——$2.5K—2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED19319300%$2.5K$2.4K-$482026-10-27
Hilton Head Capital Partners, LLC
INCREASED175170+5+3%$2.2K$2.2K+$142026-10-23
Buck Wealth Strategies, LLC
INCREASED169165+4+2%$2.1K$2.1K+$142026-10-28
Costello Asset Management, Inc
UNCHANGED10010000%$1.3K$1.3K-$252026-10-30
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
Border to Coast Pensions Partnership Ltd
CLOSED0300,000-300,000-100%$3.9M$0-$3.9M2026-10-09
Avestar Capital, LLC
CLOSED076,840-76,840-100%$989.7K$0-$989.7K2026-10-28
Quadrant Capital Group LLC
CLOSED044,208-44,208-100%$569.4K$0-$569.4K2026-10-20
Segment Wealth Management, LLC
CLOSED030,550-30,550-100%$393.5K$0-$393.5K2026-10-26
International Assets Investment Management, LLC
CLOSED027,693-27,693-100%$118.7K$0-$118.7K2026-11-02
Miller Global Investments, LLC
CLOSED016,566-16,566-100%$213.4K$0-$213.4K2026-10-02
Kingswood Wealth Advisors, LLC
CLOSED010,482-10,482-100%$135.0K$0-$135.0K2026-10-23
Blue Trust, Inc.
CLOSED05,542-5,542-100%$71.4K$0-$71.4K2026-10-15
AdvisorNet Financial, Inc
CLOSED04,164-4,164-100%$53.6K$0-$53.6K2026-10-15
Bayforest Capital Ltd
CLOSED03,780-3,780-100%$48.7K$0-$48.7K2026-11-03
MassMutual Private Wealth & Trust, FSB
CLOSED01,900-1,900-100%$24.5K$0-$24.5K2026-10-05
Citigroup Inc
CLOSED01,831-1,831-100%$23.6K$0-$23.6K2026-11-04
Cassaday & Co Wealth Management LLC
CLOSED01,071-1,071-100%$13.8K$0-$13.8K2026-10-27
Fairway Wealth LLC
CLOSED0831-831-100%$10.7K$0-$10.7K2026-10-30
Wealth Enhancement Trust Services, Inc.
CLOSED0614-614-100%$7.9K$0-$7.9K2026-10-07
JFS Wealth Advisors, LLC
CLOSED069-69-100%$889$0-$8892026-11-03
CoreCap Advisors, LLC
CLOSED029-29-100%$374$0-$3742026-10-08
HighTower Advisors, LLC
N/A—7,345,885-7,345,885-100%$94.6M———
Van Eck Associates Corp
N/A—4,710,275-4,710,275-100%$60.7M———
UBS Group AG
N/A—3,849,396-3,849,396-100%$49.6M———
Omers Administration Corp
N/A—3,650,215-3,650,215-100%$47.0M———
Bank of America Corp
N/A—3,392,551-3,392,551-100%$43.7M———
JPMorgan Chase & Co
N/A—3,384,088-3,384,088-100%$43.2M———
Ares Management LLC
N/A—3,357,115-3,357,115-100%$43.2M———
Rockefeller Capital Management L.P.
N/A—2,799,784-2,799,784-100%$36.1M———
Lalia Capital, LLC
N/A—2,605,281-2,605,281-100%$33.6M———
Legal & General Group Plc
N/A—2,443,383-2,443,383-100%$31.5M———
Morgan Stanley
N/A—2,354,219-2,354,219-100%$30.3M———
Russell Investments Group, Ltd.
N/A—1,765,242-1,765,242-100%$22.7M———
Franklin Resources Inc
N/A—1,652,518-1,652,518-100%$21.3M———
Ensign Peak Advisors, Inc
N/A—1,289,976-1,289,976-100%$16.6M———
BlackRock, Inc.
N/A—1,258,215-1,258,215-100%$16.2M———
MAI Capital Management
N/A—1,235,407-1,235,407-100%$15.9M———
Coastal Bridge Advisors, LLC
N/A—1,193,180-1,193,180-100%$15.4M———
Hirtle & Co., LLC
N/A—1,009,620-1,009,620-100%$13.0M———
Brown Brothers Harriman & Co
N/A—942,550-942,550-100%$12.1M———
Nuveen, LLC
N/A—931,687-931,687-100%$12.1M———
Arax Advisory Partners
N/A—864,877-864,877-100%$11.1M———
Wells Fargo & Company
N/A—853,625-853,625-100%$11.0M———
Cerity Partners LLC
N/A—812,128-812,128-100%$10.5M———
Bank of Montreal
N/A—753,317-753,317-100%$9.7M———
D. E. Shaw & Co., Inc.
N/A—684,435-684,435-100%$8.8M———
Mercer Global Advisors Inc
N/A—557,919-557,919-100%$7.2M———
CAZ Investments LP
N/A—516,739-516,739-100%$6.7M———
Next Capital Management LLC
N/A—505,442-505,442-100%$6.5M———
Captrust Financial Advisors
N/A—474,325-474,325-100%$6.1M———
IEQ Capital, LLC
N/A—458,427-458,427-100%$5.9M———
Janney Montgomery Scott LLC
N/A—442,331-442,331-100%$5.7M———
Focus Partners Wealth
N/A—439,175-439,175-100%$5.7M———
Advisors Capital Management, LLC
N/A—435,853-435,853-100%$5.6M———
Pathstone Holdings, LLC
N/A—423,216-423,216-100%$5.5M———
Advisors Asset Management, Inc.
N/A—421,314-421,314-100%$5.4M———
Condor Capital Management
N/A—415,746-415,746-100%$5.4M———
LSV Asset Management
N/A—409,860-409,860-100%$5.3M———
Raymond James Financial Inc
N/A—392,900-392,900-100%$5.1M———
First Trust Advisors LP
N/A—380,183-380,183-100%$4.9M———
State Street Corp
N/A—378,044-378,044-100%$4.9M———
Wealthspire Advisors, LLC
N/A—374,135-374,135-100%$4.8M———
Castlekeep Investment Advisors LLC
N/A—366,121-366,121-100%$4.7M———
LPL Financial LLC
N/A—363,782-363,782-100%$4.7M———
Two Sigma Investments, LP
N/A—344,707-344,707-100%$4.4M———
Envestnet Asset Management Inc
N/A—344,100-344,100-100%$4.4M———
Brown Advisory Inc
N/A—343,374-343,374-100%$4.4M———
Denali Advisors LLC
N/A—342,960-342,960-100%$4.4M———
Canada Life Assurance Co
N/A—330,356-330,356-100%$4.2M———
Stifel Financial Corp
N/A—312,605-312,605-100%$4.0M———
BNP Paribas Financial Markets
N/A—307,379-307,379-100%$4.0M———
Neuberger Berman Group LLC
N/A—302,407-302,407-100%$3.9M———
&partners
N/A—297,235-297,235-100%$3.8M———
Family Manage LLC
N/A—287,881-287,881-100%$3.7M———
Naviter Wealth, LLC
N/A—267,898-267,898-100%$3.5M———
Citadel Advisors LLC
N/A—264,210-264,210-100%$3.4M———
Anchor Investment Management, LLC
N/A—239,802-239,802-100%$3.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—220,056-220,056-100%$2.8M———
Snowden Capital Advisors LLC
N/A—215,791-215,791-100%$2.8M———
Prelude Capital Management, LLC
N/A—176,750-176,750-100%$2.3M———
Waterloo Capital, L.P.
N/A—171,770-171,770-100%$2.2M———
Texas Yale Capital Corp.
N/A—138,654-138,654-100%$1.8M———
Cetera Investment Advisers
N/A—138,356-138,356-100%$1.8M———
LRI Investments, LLC
N/A—124,179-124,179-100%$1.6M———
Berkeley Capital Partners, LLC
N/A—121,035-121,035-100%$1.6M———
Cura Wealth Advisors, LLC
N/A—120,200-120,200-100%$1.5M———
Independent Family Office, LLC
N/A—119,013-119,013-100%$1.5M———
Osbon Capital Management LLC
N/A—111,755-111,755-100%$1.4M———
Alpine Global Management, LLC
N/A—109,216-109,216-100%$1.4M———
Goldman Sachs Group Inc
N/A—101,058-101,058-100%$1.3M———
Truvestments Capital LLC
N/A—100,443-100,443-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—98,437-98,437-100%$1.3M———
Royal Bank of Canada
N/A—98,294-98,294-100%$1.3M———
AlTi Global, Inc.
N/A—96,554-96,554-100%$1.2M———
Headlands Technologies LLC
N/A—91,617-91,617-100%$1.2M———
Balyasny Asset Management L.P.
N/A—91,279-91,279-100%$1.2M———
Invesco Ltd.
N/A—85,477-85,477-100%$1.1M———
Orographic Financial Advisors, LLC
N/A—84,244-84,244-100%$1.1K———
Northern Trust Corp
N/A—84,213-84,213-100%$1.1M———
Mariner, LLC
N/A—80,442-80,442-100%$1.0M———
Cresset Asset Management, LLC
N/A—79,859-79,859-100%$1.0M———
Tidal Investments LLC
N/A—79,660-79,660-100%$1.0M———
EP Wealth Advisors, LLC
N/A—78,991-78,991-100%$1.0M———
Ehrenkranz Partners L.P.
N/A—77,366-77,366-100%$996.5K———
Focus Partners Advisor Solutions, LLC
N/A—74,107-74,107-100%$954.5K———
SCS Capital Management LLC
N/A—72,372-72,372-100%$932.2K———
Manufacturers Life Insurance Company, the
N/A—70,893-70,893-100%$913.1K———
Evercore Wealth Management, LLC
N/A—62,814-62,814-100%$809.0K———
Callodine Capital Management, LP
N/A—58,112-58,112-100%$748.5K———
Quantinno Capital Management LP
N/A—57,473-57,473-100%$740.3K———
LM Advisors LLC
N/A—56,000-56,000-100%$721.0K———
Cary Street Partners Financial LLC
N/A—55,408-55,408-100%$713.7K———
Pasadena Private Wealth, LLC
N/A—55,213-55,213-100%$711.1K———
Caxton Associates LLP
N/A—54,613-54,613-100%$703.4K———
Guggenheim Capital LLC
N/A—52,013-52,013-100%$669.9K———
Osaic Holdings, Inc.
N/A—51,092-51,092-100%$658.1K———
Ameriprise Financial Inc
N/A—50,276-50,276-100%$647.6K———
Sanctuary Advisors, LLC
N/A—47,300-47,300-100%$609.2K———
Blair William & Co
N/A—45,826-45,826-100%$590.2K———
Geneos Wealth Management Inc.
N/A—44,050-44,050-100%$567.4K———
Susquehanna International Group, LLP
N/A—42,416-42,416-100%$546.3K———
NewEdge Wealth, LLC
N/A—41,825-41,825-100%$538.7K———
Nations Financial Group Inc,
N/A—41,447-41,447-100%$533.8K———
NewGen Asset Management Ltd
N/A—40,000-40,000-100%$515.2K———
IFC Advisors LLC
N/A—38,956-38,956-100%$501.8K———
Caprock Group, LLC
N/A—38,261-38,261-100%$492.8K———
One Charles Private Wealth Services, LLC
N/A—38,163-38,163-100%$491.5K———
MML Investors Services, LLC
N/A—35,695-35,695-100%$459.8K———
Castle Wealth Management LLC
N/A—35,043-35,043-100%$451.4K———
OneAscent Investment Solutions LLC
N/A—31,432-31,432-100%$404.8K———
Virtus Investment Advisers, LLC
N/A—31,259-31,259-100%$402.6K———
Price T Rowe Associates Inc
N/A—30,957-30,957-100%$399.0K———
Moors & Cabot, Inc.
N/A—30,428-30,428-100%$391.9K———
Empowered Funds, LLC
N/A—29,553-29,553-100%$380.6K———
Ethos Financial Group, LLC
N/A—28,024-28,024-100%$360.9K———
Summit Financial, LLC
N/A—25,809-25,809-100%$332.4K———
Black Swift Group, LLC
N/A—24,875-24,875-100%$320.4K———
AQR Capital Management LLC
N/A—24,208-24,208-100%$311.8K———
Sequoia Financial Advisors, LLC
N/A—22,843-22,843-100%$294.2K———
OneAscent Wealth Management LLC
N/A—22,594-22,594-100%$291.0K———
First Manhattan Co. Llc.
N/A—22,434-22,434-100%$289.0K———
Clearstead Advisors, LLC
N/A—22,111-22,111-100%$284.8K———
Port Capital LLC
N/A—22,000-22,000-100%$283.4K———
Quent Capital, LLC
N/A—21,435-21,435-100%$276.1K———
Arkadios Wealth Advisors
N/A—21,255-21,255-100%$273.8K———
Palliser Capital (UK) LtdA
N/A—20,129-20,129-100%$259.3K———
New World Advisors LLC
N/A—20,124-20,124-100%$259.2K———
Almitas Capital LLC
N/A—20,000-20,000-100%$257.6K———
Essex Financial Services, Inc.
N/A—19,928-19,928-100%$256.7K———
Magnolia Capital Advisors LLC
N/A—18,749-18,749-100%$241.5K———
M&T Bank Corp
N/A—18,360-18,360-100%$236.5K———
Joel Isaacson & Co., LLC
N/A—17,316-17,316-100%$223.0K———
Jain Global LLC
N/A—17,143-17,143-100%$220.8K———
Serenus Wealth Advisors, LLC
N/A—17,068-17,068-100%$219.8K———
Millennium Management LLC
N/A—17,064-17,064-100%$219.8K———
Keel Point, LLC
N/A—16,622-16,622-100%$214.1K———
Significant Wealth Partners LLC
N/A—16,590-16,590-100%$213.7K———
Delphi Management Inc
N/A—15,637-15,637-100%$201.0K———
National Philanthropic Trust
N/A—15,615-15,615-100%$201.1K———
Vident Advisory, LLC
N/A—14,601-14,601-100%$188.1K———
CFO4Life Group, LLC
N/A—13,669-13,669-100%$176.1K———
CIBC Bancorp USA Inc.
N/A—13,552-13,552-100%$174.6K———
Comprehensive Money Management Services LLC
N/A—13,190-13,190-100%$169.9K———
O'rourke & Company, Inc
N/A—13,008-13,008-100%$167.6K———
Foundations Investment Advisors, LLC
N/A—12,496-12,496-100%$160.9K———
Manhattan West Asset Management, LLC
N/A—12,057-12,057-100%$155.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—11,555-11,555-100%$148.8K———
Tower Research Capital LLC (TRC)
N/A—11,519-11,519-100%$148.4K———
O'shaughnessy Asset Management, LLC
N/A—10,424-10,424-100%$134.3K———
Squarepoint Ops LLC
N/A—10,288-10,288-100%$132.5K———
US Bancorp \de\
N/A—10,071-10,071-100%$129.7K———
GatePass Capital, LLC
N/A—10,000-10,000-100%$128.8K———
Cardiff Park Advisors, LLC
N/A—10,000-10,000-100%$128.8K———
Ancora Advisors LLCA
N/A—8,892-8,892-100%$114.5K———
UMB Bank, n.a.
N/A—8,826-8,826-100%$113.7K———
BFC Planning, Inc.
N/A—6,565-6,565-100%$84.6K———
Fifth Third Bancorp
N/A—5,342-5,342-100%$68.8K———
Toronto Dominion Bank
N/A—5,128-5,128-100%$66.0K———
Strategic Wealth Partners, Ltd.
N/A—3,801-3,801-100%$49.0K———
Bogart Wealth, LLC
N/A—3,000-3,000-100%$38.6K———
Cary Street Partners Investment Advisory LLC
N/A—3,000-3,000-100%$38.6K———
Jones Financial Companies Lllp
N/A—2,828-2,828-100%$35.6K———
VSM Wealth Advisory, LLC
N/A—2,737-2,737-100%$35.3K———
Allworth Financial LP
N/A—1,971-1,971-100%$25.4K———
Silicon Valley Capital Partners
N/A—1,202-1,202-100%$15.5K———
Global Retirement Partners, LLC
N/A—1,119-1,119-100%$14.4K———
Crewe Advisors LLC
N/A—830-830-100%$10.7K———
PIN OAK Investment Advisors Inc
N/A—460-460-100%$6———
Aventura Private Wealth, LLC
N/A—355-355-100%$4.6K———
SouthState Bank Corp
N/A—340-340-100%$4.4K———
FMR LLC
N/A—293-293-100%$3.8K———
Quarry LP
N/A—280-280-100%$3.6K———
Delta Asset Management LLC
N/A—250-250-100%$3.2K———
Glen Eagle Advisors, LLC
N/A—215-215-100%$2.8K———
Webster Bank, N. A.
N/A—154-154-100%$2.0K———
Mcguire Capital Advisors Inc
N/A—109-109-100%$1.4K———
Danske Bank A/S
N/A—1-1-100%$13———
Showing 340 of 340 institutions