John Hancock Prem DVD FND (PDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Axxcess Wealth Management, LLC

INCREASED

Shares645,219 from 602,122

Change+43,097 (+7%)

Value$7.6M (-$235.5K)

Filed 2026-10-21

Pathway Financial Advisers, LLC

INCREASED

Shares232,538 from 229,452

Change+3,086 (+1%)

Value$2.7M (-$246.1K)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares206,976 from 196,979

Change+9,997 (+5%)

Value$2.4M (-$125.1K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares99,572 from 120,812

Change-21,240 (-18%)

Value$1.2M (-$397.5K)

Filed 2026-11-02

Calamos Advisors LLC

INCREASED

Shares83,819 from 62,921

Change+20,898 (+33%)

Value$982.4K (+$167.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares80,337 from 88,070

Change-7,733 (-9%)

Value$941.6K (-$199.0K)

Filed 2026-11-02

Connecticut Wealth Management, LLC

INCREASED

Shares73,742 from 18,742

Change+55,000 (+293%)

Value$864.3K (+$621.5K)

Filed 2026-10-13

Websterrogers Financial Advisors, LLC

UNCHANGED

Shares52,000 from 52,000

Change0 (0%)

Value$609.4K (-$64.0K)

Filed 2026-11-02

Sovran Advisors, LLC

DECREASED

Shares50,691 from 59,638

Change-8,947 (-15%)

Value$610.8K (-$161.5K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares47,994 from 41,844

Change+6,150 (+15%)

Value$562.5K (+$20.6K)

Filed 2026-10-26

Coquina Private Wealth LLC

INCREASED

Shares38,576 from 37,875

Change+701 (+2%)

Value$452.1K (-$38.4K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares35,043 from 36,411

Change-1,368 (-4%)

Value$411.0K (-$61.0K)

Filed 2026-11-02

International Assets Investment Management, LLC

DECREASED

Shares31,920 from 34,102

Change-2,182 (-6%)

Value$373.8K (-$66.8K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares27,904 from 27,904

Change0 (0%)

Value$331.8K (-$30.1K)

Filed 2026-10-13

Carl P. Sherr & Co., LLC

UNCHANGED

Shares25,695 from 25,695

Change0 (0%)

Value$301.1K (-$31.6K)

Filed 2026-11-06

Mezzasalma Advisors, LLC

INCREASED

Shares25,344 from 24,812

Change+532 (+2%)

Value$297.0K (-$24.3K)

Filed 2026-10-14

Integrated Capital Management, Inc.

NEW

Shares20,990

Change+20,990

Value$246.0K

Filed 2026-10-09

Melfa Wealth Management, Inc.

UNCHANGED

Shares20,687 from 20,687

Change0 (0%)

Value$242.5K (-$25.4K)

Filed 2026-11-06

Abel Hall, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$175.8K (-$18.5K)

Filed 2026-10-19

AdvisorNet Financial, Inc

INCREASED

Shares14,898 from 10,898

Change+4,000 (+37%)

Value$175.2K (+$34.1K)

Filed 2026-10-15

Prime Capital Investment Advisors, LLC

INCREASED

Shares14,412 from 14,361

Change+51 (+0%)

Value$168.9K (-$17.1K)

Filed 2026-10-20

Silverlake Wealth Management LLC

UNCHANGED

Shares13,265 from 13,265

Change0 (0%)

Value$155.5K (-$16.3K)

Filed 2026-10-21

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares13,261 from 13,261

Change0 (0%)

Value$155.4K (-$16.3K)

Filed 2026-10-29

StoneX Group Inc.

DECREASED

Shares13,026 from 14,083

Change-1,057 (-8%)

Value$164.3K (-$19.9K)

Filed 2026-11-03

Independent Financial Group, LLC

DECREASED

Shares12,679 from 17,679

Change-5,000 (-28%)

Value$148.6K (-$80.3K)

Filed 2026-10-13

Merit Financial Group, LLC

DECREASED

Shares12,241 from 17,445

Change-5,204 (-30%)

Value$143.5K (-$82.4K)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

NEW

Shares12,030

Change+12,030

Value$141.0K

Filed 2026-11-05

Truist Financial Corp

DECREASED

Shares11,721 from 43,151

Change-31,430 (-73%)

Value$137.4K (-$421.4K)

Filed 2026-10-30

PNC Financial Services Group, Inc.

DECREASED

Shares10,612 from 12,784

Change-2,172 (-17%)

Value$124.4K (-$41.2K)

Filed 2026-11-06

Blue Bell Private Wealth Management, LLC

INCREASED

Shares10,502 from 9,534

Change+968 (+10%)

Value$123.1K (-$382)

Filed 2026-10-29

Creative Planning

DECREASED

Shares10,152 from 13,037

Change-2,885 (-22%)

Value$119.0K (-$49.8K)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares9,501 from 7,920

Change+1,581 (+20%)

Value$111.3K (+$8.8K)

Filed 2026-11-05

Hoey Investments, Inc

UNCHANGED

Shares1,891 from 1,891

Change0 (0%)

Value$22.2K (-$2.3K)

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$19.4K ($0)

Filed 2026-11-06

Main Street Group, LTD

UNCHANGED

Shares1,172 from 1,172

Change0 (0%)

Value$13.7K (-$1.4K)

Filed 2026-10-28

Larson Financial Group LLC

UNCHANGED

Shares849 from 849

Change0 (0%)

Value$10.0K (-$1.0K)

Filed 2026-11-05

Pinnacle Bancorp, Inc.

UNCHANGED

Shares788 from 788

Change0 (0%)

Value$9.2K (-$970)

Filed 2026-10-21

Lanark Financial, Inc.

UNCHANGED

Shares785 from 785

Change0 (0%)

Value$9.2K (-$965)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.9K (-$615)

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$3.9K (-$413)

Filed 2026-10-21

Highline Wealth Partners LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$2.6K (-$277)

Filed 2026-10-19

Holos Integrated Wealth LLC

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$2.6K (-$263)

Filed 2026-10-23

Tsfg, LLC

INCREASED

Shares112 from 110

Change+2 (+2%)

Value$1 ($0)

Filed 2026-10-23

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.2K (-$123)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares80 from 78

Change+2 (+3%)

Value$938 (-$77)

Filed 2026-10-26

Wolverine Asset Management LLC

CLOSED

Shares0 from 320,211

Change-320,211 (-100%)

Value$0 (-$4.1M)

Filed 2026-11-02

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 87,415

Change-87,415 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-21

Shaker Financial Services, LLC

CLOSED

Shares0 from 39,317

Change-39,317 (-100%)

Value$0 (-$509.2K)

Filed 2026-10-14

Arlington Capital Management Inc

CLOSED

Shares0 from 21,440

Change-21,440 (-100%)

Value$0 (-$277.6K)

Filed 2026-10-30

Integrity Alliance, Llc.

CLOSED

Shares0 from 13,171

Change-13,171 (-100%)

Value$0 (-$170.6K)

Filed 2026-10-29

Compound Planning, Inc.

CLOSED

Shares0 from 11,504

Change-11,504 (-100%)

Value$0 (-$149.0K)

Filed 2026-11-05

BankPlus Trust Department

CLOSED

Shares0 from 8,900

Change-8,900 (-100%)

Value$0 (-$115.3K)

Filed 2026-11-06

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,790

Change-1,790 (-100%)

Value$0 (-$23.2K)

Filed 2026-11-06

Cohen & Steers, Inc.

N/A

Shares— from 925,089

Change-925,089 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 780,331

Change-780,331 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 619,335

Change-619,335 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 433,900

Change-433,900 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 372,550

Change-372,550 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 249,960

Change-249,960 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 228,855

Change-228,855 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 201,965

Change-201,965 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 197,520

Change-197,520 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 164,863

Change-164,863 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 92,086

Change-92,086 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 90,975

Change-90,975 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 87,912

Change-87,912 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 83,884

Change-83,884 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 75,216

Change-75,216 (-100%)

Value—

UBS Group AG

N/A

Shares— from 59,811

Change-59,811 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 59,245

Change-59,245 (-100%)

Value—

&partners

N/A

Shares— from 58,771

Change-58,771 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 55,536

Change-55,536 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 42,535

Change-42,535 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 40,426

Change-40,426 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 39,322

Change-39,322 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 38,173

Change-38,173 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 37,173

Change-37,173 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 35,920

Change-35,920 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 35,605

Change-35,605 (-100%)

Value—

Quarry LP

N/A

Shares— from 34,316

Change-34,316 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 33,965

Change-33,965 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 31,960

Change-31,960 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 29,037

Change-29,037 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 26,562

Change-26,562 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 26,400

Change-26,400 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,421

Change-24,421 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 22,162

Change-22,162 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 21,319

Change-21,319 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 18,873

Change-18,873 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 17,897

Change-17,897 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 16,037

Change-16,037 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 13,281

Change-13,281 (-100%)

Value—

CSS LLC

N/A

Shares— from 13,019

Change-13,019 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 11,190

Change-11,190 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,029

Change-11,029 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,444

Change-10,444 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,310

Change-9,310 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 7,816

Change-7,816 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,317

Change-4,317 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 4,246

Change-4,246 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,932

Change-3,932 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 2,058

Change-2,058 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 2,005

Change-2,005 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,213

Change-1,213 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 956

Change-956 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 924

Change-924 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 788

Change-788 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 449

Change-449 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

	Status
Axxcess Wealth Management, LLC	INCREASED	645,219	602,122	+43,097	+7%	$7.8M	$7.6M	-$235.5K	2026-10-21
Pathway Financial Advisers, LLC	INCREASED	232,538	229,452	+3,086	+1%	$3.0M	$2.7M	-$246.1K	2026-10-27
LPL Financial LLC	INCREASED	206,976	196,979	+9,997	+5%	$2.6M	$2.4M	-$125.1K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	99,572	120,812	-21,240	-18%	$1.6M	$1.2M	-$397.5K	2026-11-02
Calamos Advisors LLC	INCREASED	83,819	62,921	+20,898	+33%	$814.8K	$982.4K	+$167.5K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	80,337	88,070	-7,733	-9%	$1.1M	$941.6K	-$199.0K	2026-11-02
Connecticut Wealth Management, LLC	INCREASED	73,742	18,742	+55,000	+293%	$242.7K	$864.3K	+$621.5K	2026-10-13
Websterrogers Financial Advisors, LLC	UNCHANGED	52,000	52,000	0	0%	$673.4K	$609.4K	-$64.0K	2026-11-02
Sovran Advisors, LLC	DECREASED	50,691	59,638	-8,947	-15%	$772.3K	$610.8K	-$161.5K	2026-11-02
Oppenheimer & Co Inc	INCREASED	47,994	41,844	+6,150	+15%	$541.9K	$562.5K	+$20.6K	2026-10-26
Coquina Private Wealth LLC	INCREASED	38,576	37,875	+701	+2%	$490.5K	$452.1K	-$38.4K	2026-10-27
Cambridge Investment Research Advisors, Inc.	DECREASED	35,043	36,411	-1,368	-4%	$472.0K	$411.0K	-$61.0K	2026-11-02
International Assets Investment Management, LLC	DECREASED	31,920	34,102	-2,182	-6%	$440.6K	$373.8K	-$66.8K	2026-11-02
Wealth Enhancement Advisory Services, LLC	UNCHANGED	27,904	27,904	0	0%	$361.9K	$331.8K	-$30.1K	2026-10-13
Carl P. Sherr & Co., LLC	UNCHANGED	25,695	25,695	0	0%	$332.8K	$301.1K	-$31.6K	2026-11-06
Mezzasalma Advisors, LLC	INCREASED	25,344	24,812	+532	+2%	$321.3K	$297.0K	-$24.3K	2026-10-14
Integrated Capital Management, Inc.	NEW	20,990	—	+20,990	—	—	$246.0K	—	2026-10-09
Melfa Wealth Management, Inc.	UNCHANGED	20,687	20,687	0	0%	$267.9K	$242.5K	-$25.4K	2026-11-06
Abel Hall, LLC	UNCHANGED	15,000	15,000	0	0%	$194.3K	$175.8K	-$18.5K	2026-10-19
AdvisorNet Financial, Inc	INCREASED	14,898	10,898	+4,000	+37%	$141.1K	$175.2K	+$34.1K	2026-10-15
Prime Capital Investment Advisors, LLC	INCREASED	14,412	14,361	+51	+0%	$186.0K	$168.9K	-$17.1K	2026-10-20
Silverlake Wealth Management LLC	UNCHANGED	13,265	13,265	0	0%	$171.8K	$155.5K	-$16.3K	2026-10-21
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	13,261	13,261	0	0%	$171.7K	$155.4K	-$16.3K	2026-10-29
StoneX Group Inc.	DECREASED	13,026	14,083	-1,057	-8%	$184.2K	$164.3K	-$19.9K	2026-11-03
Independent Financial Group, LLC	DECREASED	12,679	17,679	-5,000	-28%	$228.9K	$148.6K	-$80.3K	2026-10-13
Merit Financial Group, LLC	DECREASED	12,241	17,445	-5,204	-30%	$225.9K	$143.5K	-$82.4K	2026-11-06
J.W. Cole Advisors, Inc.	NEW	12,030	—	+12,030	—	—	$141.0K	—	2026-11-05
Truist Financial Corp	DECREASED	11,721	43,151	-31,430	-73%	$558.8K	$137.4K	-$421.4K	2026-10-30
PNC Financial Services Group, Inc.	DECREASED	10,612	12,784	-2,172	-17%	$165.6K	$124.4K	-$41.2K	2026-11-06
Blue Bell Private Wealth Management, LLC	INCREASED	10,502	9,534	+968	+10%	$123.5K	$123.1K	-$382	2026-10-29
Creative Planning	DECREASED	10,152	13,037	-2,885	-22%	$168.8K	$119.0K	-$49.8K	2026-11-02
Fifth Third Bancorp	INCREASED	9,501	7,920	+1,581	+20%	$102.6K	$111.3K	+$8.8K	2026-11-05
Hoey Investments, Inc	UNCHANGED	1,891	1,891	0	0%	$24.5K	$22.2K	-$2.3K	2026-10-29
Allworth Financial LP	UNCHANGED	1,500	1,500	0	0%	$19.4K	$19.4K	$0	2026-11-06
Main Street Group, LTD	UNCHANGED	1,172	1,172	0	0%	$15.2K	$13.7K	-$1.4K	2026-10-28
Larson Financial Group LLC	UNCHANGED	849	849	0	0%	$11.0K	$10.0K	-$1.0K	2026-11-05
Pinnacle Bancorp, Inc.	UNCHANGED	788	788	0	0%	$10.2K	$9.2K	-$970	2026-10-21
Lanark Financial, Inc.	UNCHANGED	785	785	0	0%	$10.2K	$9.2K	-$965	2026-10-26
US Bancorp \de\	UNCHANGED	500	500	0	0%	$6.5K	$5.9K	-$615	2026-11-05
Assetmark, Inc	UNCHANGED	336	336	0	0%	$4.4K	$3.9K	-$413	2026-10-21
Highline Wealth Partners LLC	UNCHANGED	225	225	0	0%	$2.9K	$2.6K	-$277	2026-10-19
Holos Integrated Wealth LLC	UNCHANGED	216	216	0	0%	$2.8K	$2.6K	-$263	2026-10-23
Tsfg, LLC	INCREASED	112	110	+2	+2%	$1	$1	$0	2026-10-23
Plante Moran Financial Advisors, LLC	UNCHANGED	100	100	0	0%	$1.3K	$1.2K	-$123	2026-11-04
SJS Investment Consulting Inc.	INCREASED	80	78	+2	+3%	$1.0K	$938	-$77	2026-10-26
Wolverine Asset Management LLC	CLOSED	0	320,211	-320,211	-100%	$4.1M	$0	-$4.1M	2026-11-02
Absolute Investment Advisers, LLC	CLOSED	0	87,415	-87,415	-100%	$1.1M	$0	-$1.1M	2026-10-21
Shaker Financial Services, LLC	CLOSED	0	39,317	-39,317	-100%	$509.2K	$0	-$509.2K	2026-10-14
Arlington Capital Management Inc	CLOSED	0	21,440	-21,440	-100%	$277.6K	$0	-$277.6K	2026-10-30
Integrity Alliance, Llc.	CLOSED	0	13,171	-13,171	-100%	$170.6K	$0	-$170.6K	2026-10-29
Compound Planning, Inc.	CLOSED	0	11,504	-11,504	-100%	$149.0K	$0	-$149.0K	2026-11-05
BankPlus Trust Department	CLOSED	0	8,900	-8,900	-100%	$115.3K	$0	-$115.3K	2026-11-06
Institute for Wealth Management, Llc.	CLOSED	0	1,790	-1,790	-100%	$23.2K	$0	-$23.2K	2026-11-06
Cohen & Steers, Inc.	N/A	—	925,089	-925,089	-100%	$12.0M	—	—	—
Invesco Ltd.	N/A	—	780,331	-780,331	-100%	$10.1M	—	—	—
Guggenheim Capital LLC	N/A	—	619,335	-619,335	-100%	$8.0M	—	—	—
Pathstone Holdings, LLC	N/A	—	433,900	-433,900	-100%	$5.6M	—	—	—
1607 Capital Partners, LLC	N/A	—	372,550	-372,550	-100%	$4.8M	—	—	—
Morgan Stanley	N/A	—	249,960	-249,960	-100%	$3.2M	—	—	—
Wells Fargo & Company	N/A	—	228,855	-228,855	-100%	$3.0M	—	—	—
BFC Planning, Inc.	N/A	—	201,965	-201,965	-100%	$2.6M	—	—	—
First Trust Advisors LP	N/A	—	197,520	-197,520	-100%	$2.6M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	164,863	-164,863	-100%	$2.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	92,086	-92,086	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	90,975	-90,975	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	87,912	-87,912	-100%	$1.1M	—	—	—
Logan Stone Capital, LLC	N/A	—	83,884	-83,884	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	75,216	-75,216	-100%	$974.1K	—	—	—
UBS Group AG	N/A	—	59,811	-59,811	-100%	$774.6K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	59,245	-59,245	-100%	$767.2K	—	—	—
&partners	N/A	—	58,771	-58,771	-100%	$761.1K	—	—	—
Advisors Asset Management, Inc.	N/A	—	55,536	-55,536	-100%	$719.2K	—	—	—
HighTower Advisors, LLC	N/A	—	42,535	-42,535	-100%	$550.8K	—	—	—
Bank of America Corp	N/A	—	40,426	-40,426	-100%	$523.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	39,322	-39,322	-100%	$509.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	38,173	-38,173	-100%	$494.3K	—	—	—
Second Line Capital, LLC	N/A	—	37,173	-37,173	-100%	$481.4K	—	—	—
Hancock Whitney Corp	N/A	—	35,920	-35,920	-100%	$465.2K	—	—	—
XTX Topco Ltd	N/A	—	35,605	-35,605	-100%	$461.1K	—	—	—
Quarry LP	N/A	—	34,316	-34,316	-100%	$444.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	33,965	-33,965	-100%	$439.8K	—	—	—
Two Sigma Investments, LP	N/A	—	31,960	-31,960	-100%	$413.9K	—	—	—
Saba Capital Management, L.P.A	N/A	—	29,037	-29,037	-100%	$376.0K	—	—	—
Brookwood Investment Group LLC	N/A	—	26,562	-26,562	-100%	$344.0K	—	—	—
Quantedge Capital Pte Ltd	N/A	—	26,400	-26,400	-100%	$341.9K	—	—	—
Jane Street Group, LLC	N/A	—	24,421	-24,421	-100%	$316.3K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	22,162	-22,162	-100%	$287.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	21,319	-21,319	-100%	$276.1K	—	—	—
Bramshill Investments, LLC	N/A	—	20,000	-20,000	-100%	$259.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	18,873	-18,873	-100%	$244.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	17,897	-17,897	-100%	$231.8K	—	—	—
Almitas Capital LLC	N/A	—	16,037	-16,037	-100%	$207.7K	—	—	—
Millennium Management LLC	N/A	—	13,281	-13,281	-100%	$172.0K	—	—	—
CSS LLC	N/A	—	13,019	-13,019	-100%	$168.6K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	11,190	-11,190	-100%	$144.9K	—	—	—
Captrust Financial Advisors	N/A	—	11,029	-11,029	-100%	$142.8K	—	—	—
Citadel Advisors LLC	N/A	—	10,444	-10,444	-100%	$135.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,310	-9,310	-100%	$120.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	7,816	-7,816	-100%	$101.2K	—	—	—
Harbour Investments, Inc.	N/A	—	4,317	-4,317	-100%	$55.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	4,246	-4,246	-100%	$55.0K	—	—	—
Arax Advisory Partners	N/A	—	3,932	-3,932	-100%	$50.9K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	2,058	-2,058	-100%	$26.7K	—	—	—
SHP Wealth Management	N/A	—	2,005	-2,005	-100%	$26.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,000	-2,000	-100%	$25.9K	—	—	—
Huntington National Bank	N/A	—	1,213	-1,213	-100%	$15.7K	—	—	—
IFG Advisory, LLC	N/A	—	956	-956	-100%	$12.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	924	-924	-100%	$11.9K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	788	-788	-100%	$10.2K	—	—	—
Gould Capital, LLC	N/A	—	449	-449	-100%	$5.8K	—	—	—
Darwin Wealth Management, LLC	N/A	—	200	-200	-100%	$2.6K	—	—	—
Rothschild Investment LLC	N/A	—	75	-75	-100%	$971	—	—	—

Showing 112 of 112 institutions