Invesco Senior Income Trust (VVR)

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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LPL Financial LLC

INCREASED

Shares2,682,994 from 2,673,527

Change+9,467 (+0%)

Value$7.8M (-$266.7K)

Filed 2026-11-06

Solutions 4 Wealth, Ltd

DECREASED

Shares2,193,127 from 2,707,077

Change-513,950 (-19%)

Value$6.3M (-$1.8M)

Filed 2026-11-03

Allspring Global Investments Holdings, LLC

INCREASED

Shares1,845,845 from 698,950

Change+1,146,895 (+164%)

Value$5.3M (+$3.2M)

Filed 2026-11-04

Gridiron Partners, LLC

INCREASED

Shares1,292,995 from 1,176,682

Change+116,313 (+10%)

Value$3.7M (+$206.7K)

Filed 2026-10-08

Matisse Capital

INCREASED

Shares653,104 from 620,000

Change+33,104 (+5%)

Value$1.9M (+$27.5K)

Filed 2026-10-29

Absolute Investment Advisers, LLC

DECREASED

Shares516,822 from 737,508

Change-220,686 (-30%)

Value$1.5M (-$718.9K)

Filed 2026-10-21

Byrne Asset Management LLC

INCREASED

Shares477,160 from 460,490

Change+16,670 (+4%)

Value$1.4M (-$7.2K)

Filed 2026-10-06

J.W. Cole Advisors, Inc.

DECREASED

Shares471,066 from 473,750

Change-2,684 (-1%)

Value$1.4M (-$59.9K)

Filed 2026-11-05

Verity Asset Management, Inc.

INCREASED

Shares304,158 from 244,869

Change+59,289 (+24%)

Value$879.0K (+$144.4K)

Filed 2026-10-30

Camelot Portfolios, LLC

INCREASED

Shares277,121 from 210,833

Change+66,288 (+31%)

Value$800.9K (+$168.4K)

Filed 2026-11-09

Creative Planning

DECREASED

Shares193,085 from 245,554

Change-52,469 (-21%)

Value$558.0K (-$178.6K)

Filed 2026-11-02

Cardiff Park Advisors, LLC

INCREASED

Shares176,769 from 175,000

Change+1,769 (+1%)

Value$510.9K (-$14.1K)

Filed 2026-11-09

Kestra Private Wealth Services, LLC

DECREASED

Shares151,148 from 153,669

Change-2,521 (-2%)

Value$436.8K (-$24.2K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares133,347 from 134,295

Change-948 (-1%)

Value$385.4K (-$17.5K)

Filed 2026-11-02

Future Financial Wealth Managment LLC

DECREASED

Shares126,421 from 132,694

Change-6,273 (-5%)

Value$365.4K (-$28.7K)

Filed 2026-10-15

Melfa Wealth Management, Inc.

UNCHANGED

Shares118,682 from 118,682

Change0 (0%)

Value$343.0K (-$13.1K)

Filed 2026-11-06

Apollon Wealth Management, LLC

INCREASED

Shares106,030 from 104,515

Change+1,515 (+1%)

Value$306.4K (-$7.1K)

Filed 2026-10-23

Capital Investment Advisors, LLC

INCREASED

Shares103,338 from 99,987

Change+3,351 (+3%)

Value$298.6K (-$1.3K)

Filed 2026-10-22

City of London Investment Management Co LTD

UNCHANGED

Shares102,076 from 102,076

Change0 (0%)

Value$295.0K (-$11.2K)

Filed 2026-10-30

SAX Wealth Advisors, LLC

DECREASED

Shares99,253 from 152,394

Change-53,141 (-35%)

Value$286.8K (-$203.9K)

Filed 2026-10-13

Blue Bell Private Wealth Management, LLC

NEW

Shares96,227

Change+96,227

Value$278.1K

Filed 2026-10-29

SeaCrest Wealth Management, LLC

INCREASED

Shares87,413 from 84,819

Change+2,594 (+3%)

Value$252.6K (-$1.8K)

Filed 2026-10-21

Fortitude Advisory Group L.L.C.

INCREASED

Shares85,441 from 56,837

Change+28,604 (+50%)

Value$246.9K (+$76.4K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares84,018 from 87,606

Change-3,588 (-4%)

Value$243 (-$262.8K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares76,463 from 66,432

Change+10,031 (+15%)

Value$221.0K (+$21.7K)

Filed 2026-10-16

Prospera Financial Services Inc

UNCHANGED

Shares65,872 from 65,872

Change0 (0%)

Value$189.1K (-$8.6K)

Filed 2026-11-04

Clear Creek Financial Management, LLC

UNCHANGED

Shares59,175 from 59,175

Change0 (0%)

Value$171.0K (-$6.5K)

Filed 2026-10-28

Valeo Financial Advisors, LLC

INCREASED

Shares56,383 from 55,752

Change+631 (+1%)

Value$162.9K (-$4.3K)

Filed 2026-10-08

TD Waterhouse Canada Inc.

UNCHANGED

Shares53,000 from 53,000

Change0 (0%)

Value$152.6K (-$5.8K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

UNCHANGED

Shares50,046 from 50,046

Change0 (0%)

Value$144.6K (-$5.5K)

Filed 2026-11-04

Chicago Partners Investment Group LLC

NEW

Shares44,993

Change+44,993

Value$126.9K

Filed 2026-10-27

StoneX Group Inc.

DECREASED

Shares42,463 from 48,949

Change-6,486 (-13%)

Value$124.9K (-$25.3K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares38,098 from 38,087

Change+11 (+0%)

Value$110.1K (-$4.2K)

Filed 2026-11-05

Aegon USA Investment Management, LLC

INCREASED

Shares37,000 from 35,749

Change+1,251 (+4%)

Value$106.9K (-$317)

Filed 2026-10-30

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares32,433 from 32,433

Change0 (0%)

Value$93.7K (-$3.6K)

Filed 2026-11-04

Post Resch Tallon Group Inc.

DECREASED

Shares29,725 from 31,325

Change-1,600 (-5%)

Value$85.9K (-$8.1K)

Filed 2026-10-09

Allworth Financial LP

INCREASED

Shares29,600 from 28,200

Change+1,400 (+5%)

Value$88.8K (+$4.2K)

Filed 2026-11-06

Brookstone Capital Management

INCREASED

Shares28,463 from 17,984

Change+10,479 (+58%)

Value$82.3K (+$28.3K)

Filed 2026-10-22

Principal Financial Group Inc

INCREASED

Shares27,693 from 22,495

Change+5,198 (+23%)

Value$80.0K (+$12.5K)

Filed 2026-11-02

Truist Financial Corp

UNCHANGED

Shares24,809 from 24,809

Change0 (0%)

Value$71.7K (-$2.7K)

Filed 2026-10-30

Grimes & Co Wealth Management, LLC

NEW

Shares21,235

Change+21,235

Value$61.4K

Filed 2026-10-29

Wedbush Securities Inc

INCREASED

Shares20,892 from 15,892

Change+5,000 (+31%)

Value$60.0K (+$12.0K)

Filed 2026-10-22

Oppenheimer & Co Inc

DECREASED

Shares19,173 from 31,940

Change-12,767 (-40%)

Value$55.4K (-$40.4K)

Filed 2026-10-26

Summit Investment Advisors, Inc.\KS

UNCHANGED

Shares18,028 from 18,028

Change0 (0%)

Value$52.1K (-$2.0K)

Filed 2026-11-05

Tactive Advisors, LLC

NEW

Shares17,072

Change+17,072

Value$49.3K

Filed 2026-10-08

Oak Harvest Investment Services

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$49.1K (-$1.9K)

Filed 2026-10-20

Kestra Advisory Services, LLC

NEW

Shares16,519

Change+16,519

Value$47.7K

Filed 2026-11-02

Silverlake Wealth Management LLC

INCREASED

Shares14,274 from 14,126

Change+148 (+1%)

Value$41.3K (-$1.1K)

Filed 2026-10-21

Huntleigh Advisors, Inc.

DECREASED

Shares13,082 from 16,287

Change-3,205 (-20%)

Value$37.8K (-$11.1K)

Filed 2026-11-03

Ground Swell Capital, LLC

NEW

Shares12,245

Change+12,245

Value$35.4K

Filed 2026-11-09

GC Wealth Management RIA, LLC

NEW

Shares11,962

Change+11,962

Value$34.6K

Filed 2026-11-02

Harbour Investments, Inc.

UNCHANGED

Shares10,866 from 10,866

Change0 (0%)

Value$31.4K (-$1.2K)

Filed 2026-11-09

NWF Advisory Services Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$28.9K (-$1.1K)

Filed 2026-10-19

Geneos Wealth Management Inc.

NEW

Shares5,167

Change+5,167

Value$14.9K

Filed 2026-11-09

Private Trust Co NA

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$11.6K (-$440)

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares2,113 from 2,381

Change-268 (-11%)

Value$6.1K (-$1.0K)

Filed 2026-10-27

WPG Advisers, LLC

UNCHANGED

Shares1,078 from 1,078

Change0 (0%)

Value$3.1K (-$119)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$2.9K (-$110)

Filed 2026-10-19

New England Capital Financial Advisors LLC

UNCHANGED

Shares939 from 939

Change0 (0%)

Value$2.7K (-$103)

Filed 2026-11-03

US Bancorp \de\

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$2.3K (-$88)

Filed 2026-11-05

Farther Finance Advisors, LLC

NEW

Shares700

Change+700

Value$2.0K

Filed 2026-10-08

Salomon & Ludwin, LLC

UNCHANGED

Shares598 from 598

Change0 (0%)

Value$1.7K (-$60)

Filed 2026-10-29

Shaker Financial Services, LLC

CLOSED

Shares0 from 135,189

Change-135,189 (-100%)

Value$0 (-$405.6K)

Filed 2026-10-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 105,326

Change-105,326 (-100%)

Value$0 (-$316.0K)

Filed 2026-11-02

Western Wealth Management, LLC

CLOSED

Shares0 from 93,935

Change-93,935 (-100%)

Value$0 (-$281.8K)

Filed 2026-11-09

Private Wealth Management Group, LLC

CLOSED

Shares0 from 72,060

Change-72,060 (-100%)

Value$0 (-$216.2K)

Filed 2026-10-19

Private Management Group Inc

CLOSED

Shares0 from 28,564

Change-28,564 (-100%)

Value$0 (-$85.7K)

Filed 2026-11-04

Choreo, LLC

CLOSED

Shares0 from 10,759

Change-10,759 (-100%)

Value$0 (-$32.3K)

Filed 2026-10-28

Concord Wealth Partners

CLOSED

Shares0 from 785

Change-785 (-100%)

Value$0 (-$2.4K)

Filed 2026-11-02

Strategic Advocates LLC

CLOSED

Shares0 from 439

Change-439 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 428

Change-428 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-02

Illumine Investment Management, LLC

UNCHANGED

Shares0 from 0

Change0

Value$571.5K (+$16.4K)

Filed 2026-10-22

Morgan Stanley

N/A

Shares— from 11,553,594

Change-11,553,594 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 8,391,783

Change-8,391,783 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,362,731

Change-4,362,731 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 3,167,601

Change-3,167,601 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,675,861

Change-2,675,861 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,615,226

Change-2,615,226 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,067,609

Change-2,067,609 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,944,824

Change-1,944,824 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,779,730

Change-1,779,730 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,367,561

Change-1,367,561 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,185,398

Change-1,185,398 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 1,071,433

Change-1,071,433 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 828,155

Change-828,155 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 795,132

Change-795,132 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 692,549

Change-692,549 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 628,354

Change-628,354 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 506,542

Change-506,542 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 480,579

Change-480,579 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 419,026

Change-419,026 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 352,657

Change-352,657 (-100%)

Value—

Quarry LP

N/A

Shares— from 327,875

Change-327,875 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 303,379

Change-303,379 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 274,848

Change-274,848 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 221,414

Change-221,414 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 214,902

Change-214,902 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 205,682

Change-205,682 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 176,549

Change-176,549 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 166,642

Change-166,642 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 165,152

Change-165,152 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 141,928

Change-141,928 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 137,352

Change-137,352 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 134,196

Change-134,196 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 115,588

Change-115,588 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 115,501

Change-115,501 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 107,232

Change-107,232 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 93,133

Change-93,133 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 89,261

Change-89,261 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 82,280

Change-82,280 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 68,064

Change-68,064 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 67,317

Change-67,317 (-100%)

Value—

Adapt Wealth Advisors, LLC

N/A

Shares— from 57,556

Change-57,556 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 47,875

Change-47,875 (-100%)

Value—

Bank OZK

N/A

Shares— from 46,385

Change-46,385 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 39,117

Change-39,117 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 31,607

Change-31,607 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 30,903

Change-30,903 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 28,942

Change-28,942 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 25,405

Change-25,405 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 24,780

Change-24,780 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 24,456

Change-24,456 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 23,454

Change-23,454 (-100%)

Value—

Genesis Financial Group, LLC

N/A

Shares— from 20,861

Change-20,861 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 20,839

Change-20,839 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,956

Change-19,956 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 19,105

Change-19,105 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 18,098

Change-18,098 (-100%)

Value—

Stephens Inc

N/A

Shares— from 17,067

Change-17,067 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 16,626

Change-16,626 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 14,637

Change-14,637 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 12,224

Change-12,224 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 11,692

Change-11,692 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,166

Change-11,166 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 10,333

Change-10,333 (-100%)

Value—

&partners

N/A

Shares— from 10,073

Change-10,073 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,254

Change-7,254 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 6,338

Change-6,338 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,693

Change-5,693 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 3,460

Change-3,460 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 3,328

Change-3,328 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 492

Change-492 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 287

Change-287 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 180

Change-180 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	2,682,994	2,673,527	+9,467	+0%	$8.0M	$7.8M	-$266.7K	2026-11-06
Solutions 4 Wealth, Ltd	DECREASED	2,193,127	2,707,077	-513,950	-19%	$8.1M	$6.3M	-$1.8M	2026-11-03
Allspring Global Investments Holdings, LLC	INCREASED	1,845,845	698,950	+1,146,895	+164%	$2.1M	$5.3M	+$3.2M	2026-11-04
Gridiron Partners, LLC	INCREASED	1,292,995	1,176,682	+116,313	+10%	$3.5M	$3.7M	+$206.7K	2026-10-08
Matisse Capital	INCREASED	653,104	620,000	+33,104	+5%	$1.9M	$1.9M	+$27.5K	2026-10-29
Absolute Investment Advisers, LLC	DECREASED	516,822	737,508	-220,686	-30%	$2.2M	$1.5M	-$718.9K	2026-10-21
Byrne Asset Management LLC	INCREASED	477,160	460,490	+16,670	+4%	$1.4M	$1.4M	-$7.2K	2026-10-06
J.W. Cole Advisors, Inc.	DECREASED	471,066	473,750	-2,684	-1%	$1.4M	$1.4M	-$59.9K	2026-11-05
Verity Asset Management, Inc.	INCREASED	304,158	244,869	+59,289	+24%	$734.6K	$879.0K	+$144.4K	2026-10-30
Camelot Portfolios, LLC	INCREASED	277,121	210,833	+66,288	+31%	$632.5K	$800.9K	+$168.4K	2026-11-09
Creative Planning	DECREASED	193,085	245,554	-52,469	-21%	$736.7K	$558.0K	-$178.6K	2026-11-02
Cardiff Park Advisors, LLC	INCREASED	176,769	175,000	+1,769	+1%	$525.0K	$510.9K	-$14.1K	2026-11-09
Kestra Private Wealth Services, LLC	DECREASED	151,148	153,669	-2,521	-2%	$461.0K	$436.8K	-$24.2K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	133,347	134,295	-948	-1%	$402.9K	$385.4K	-$17.5K	2026-11-02
Future Financial Wealth Managment LLC	DECREASED	126,421	132,694	-6,273	-5%	$394.1K	$365.4K	-$28.7K	2026-10-15
Melfa Wealth Management, Inc.	UNCHANGED	118,682	118,682	0	0%	$356.0K	$343.0K	-$13.1K	2026-11-06
Apollon Wealth Management, LLC	INCREASED	106,030	104,515	+1,515	+1%	$313.5K	$306.4K	-$7.1K	2026-10-23
Capital Investment Advisors, LLC	INCREASED	103,338	99,987	+3,351	+3%	$300.0K	$298.6K	-$1.3K	2026-10-22
City of London Investment Management Co LTD	UNCHANGED	102,076	102,076	0	0%	$306.2K	$295.0K	-$11.2K	2026-10-30
SAX Wealth Advisors, LLC	DECREASED	99,253	152,394	-53,141	-35%	$490.7K	$286.8K	-$203.9K	2026-10-13
Blue Bell Private Wealth Management, LLC	NEW	96,227	—	+96,227	—	—	$278.1K	—	2026-10-29
SeaCrest Wealth Management, LLC	INCREASED	87,413	84,819	+2,594	+3%	$254.5K	$252.6K	-$1.8K	2026-10-21
Fortitude Advisory Group L.L.C.	INCREASED	85,441	56,837	+28,604	+50%	$170.5K	$246.9K	+$76.4K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	84,018	87,606	-3,588	-4%	$263.0K	$243	-$262.8K	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	76,463	66,432	+10,031	+15%	$199.3K	$221.0K	+$21.7K	2026-10-16
Prospera Financial Services Inc	UNCHANGED	65,872	65,872	0	0%	$197.6K	$189.1K	-$8.6K	2026-11-04
Clear Creek Financial Management, LLC	UNCHANGED	59,175	59,175	0	0%	$177.5K	$171.0K	-$6.5K	2026-10-28
Valeo Financial Advisors, LLC	INCREASED	56,383	55,752	+631	+1%	$167.3K	$162.9K	-$4.3K	2026-10-08
TD Waterhouse Canada Inc.	UNCHANGED	53,000	53,000	0	0%	$158.5K	$152.6K	-$5.8K	2026-10-16
EverSource Wealth Advisors, LLC	UNCHANGED	50,046	50,046	0	0%	$150.1K	$144.6K	-$5.5K	2026-11-04
Chicago Partners Investment Group LLC	NEW	44,993	—	+44,993	—	—	$126.9K	—	2026-10-27
StoneX Group Inc.	DECREASED	42,463	48,949	-6,486	-13%	$150.2K	$124.9K	-$25.3K	2026-11-03
Fifth Third Bancorp	INCREASED	38,098	38,087	+11	+0%	$114.3K	$110.1K	-$4.2K	2026-11-05
Aegon USA Investment Management, LLC	INCREASED	37,000	35,749	+1,251	+4%	$107.2K	$106.9K	-$317	2026-10-30
Closed-End Fund Advisors, Inc.	UNCHANGED	32,433	32,433	0	0%	$97.3K	$93.7K	-$3.6K	2026-11-04
Post Resch Tallon Group Inc.	DECREASED	29,725	31,325	-1,600	-5%	$94.0K	$85.9K	-$8.1K	2026-10-09
Allworth Financial LP	INCREASED	29,600	28,200	+1,400	+5%	$84.6K	$88.8K	+$4.2K	2026-11-06
Brookstone Capital Management	INCREASED	28,463	17,984	+10,479	+58%	$54.0K	$82.3K	+$28.3K	2026-10-22
Principal Financial Group Inc	INCREASED	27,693	22,495	+5,198	+23%	$67.5K	$80.0K	+$12.5K	2026-11-02
Truist Financial Corp	UNCHANGED	24,809	24,809	0	0%	$74.4K	$71.7K	-$2.7K	2026-10-30
Grimes & Co Wealth Management, LLC	NEW	21,235	—	+21,235	—	—	$61.4K	—	2026-10-29
Wedbush Securities Inc	INCREASED	20,892	15,892	+5,000	+31%	$48.0K	$60.0K	+$12.0K	2026-10-22
Oppenheimer & Co Inc	DECREASED	19,173	31,940	-12,767	-40%	$95.8K	$55.4K	-$40.4K	2026-10-26
Summit Investment Advisors, Inc.\KS	UNCHANGED	18,028	18,028	0	0%	$54.1K	$52.1K	-$2.0K	2026-11-05
Tactive Advisors, LLC	NEW	17,072	—	+17,072	—	—	$49.3K	—	2026-10-08
Oak Harvest Investment Services	UNCHANGED	17,000	17,000	0	0%	$51.0K	$49.1K	-$1.9K	2026-10-20
Kestra Advisory Services, LLC	NEW	16,519	—	+16,519	—	—	$47.7K	—	2026-11-02
Silverlake Wealth Management LLC	INCREASED	14,274	14,126	+148	+1%	$42.4K	$41.3K	-$1.1K	2026-10-21
Huntleigh Advisors, Inc.	DECREASED	13,082	16,287	-3,205	-20%	$48.9K	$37.8K	-$11.1K	2026-11-03
Ground Swell Capital, LLC	NEW	12,245	—	+12,245	—	—	$35.4K	—	2026-11-09
GC Wealth Management RIA, LLC	NEW	11,962	—	+11,962	—	—	$34.6K	—	2026-11-02
Harbour Investments, Inc.	UNCHANGED	10,866	10,866	0	0%	$32.6K	$31.4K	-$1.2K	2026-11-09
NWF Advisory Services Inc.	UNCHANGED	10,000	10,000	0	0%	$30.0K	$28.9K	-$1.1K	2026-10-19
Geneos Wealth Management Inc.	NEW	5,167	—	+5,167	—	—	$14.9K	—	2026-11-09
Private Trust Co NA	UNCHANGED	4,000	4,000	0	0%	$12.0K	$11.6K	-$440	2026-10-20
Pinnacle Wealth Planning Services, Inc.	DECREASED	2,113	2,381	-268	-11%	$7.1K	$6.1K	-$1.0K	2026-10-27
WPG Advisers, LLC	UNCHANGED	1,078	1,078	0	0%	$3.2K	$3.1K	-$119	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$3.0K	$2.9K	-$110	2026-10-19
New England Capital Financial Advisors LLC	UNCHANGED	939	939	0	0%	$2.8K	$2.7K	-$103	2026-11-03
US Bancorp \de\	UNCHANGED	800	800	0	0%	$2.4K	$2.3K	-$88	2026-11-05
Farther Finance Advisors, LLC	NEW	700	—	+700	—	—	$2.0K	—	2026-10-08
Salomon & Ludwin, LLC	UNCHANGED	598	598	0	0%	$1.8K	$1.7K	-$60	2026-10-29
Shaker Financial Services, LLC	CLOSED	0	135,189	-135,189	-100%	$405.6K	$0	-$405.6K	2026-10-14
Wolverine Asset Management LLC	CLOSED	0	105,326	-105,326	-100%	$316.0K	$0	-$316.0K	2026-11-02
Western Wealth Management, LLC	CLOSED	0	93,935	-93,935	-100%	$281.8K	$0	-$281.8K	2026-11-09
Private Wealth Management Group, LLC	CLOSED	0	72,060	-72,060	-100%	$216.2K	$0	-$216.2K	2026-10-19
Private Management Group Inc	CLOSED	0	28,564	-28,564	-100%	$85.7K	$0	-$85.7K	2026-11-04
Choreo, LLC	CLOSED	0	10,759	-10,759	-100%	$32.3K	$0	-$32.3K	2026-10-28
Concord Wealth Partners	CLOSED	0	785	-785	-100%	$2.4K	$0	-$2.4K	2026-11-02
Strategic Advocates LLC	CLOSED	0	439	-439	-100%	$1.3K	$0	-$1.3K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	428	-428	-100%	$1.3K	$0	-$1.3K	2026-11-02
Illumine Investment Management, LLC	UNCHANGED	0	0	0	—	$555.1K	$571.5K	+$16.4K	2026-10-22
Morgan Stanley	N/A	—	11,553,594	-11,553,594	-100%	$34.7M	—	—	—
Bramshill Investments, LLC	N/A	—	8,391,783	-8,391,783	-100%	$25.2M	—	—	—
Penserra Capital Management LLC	N/A	—	4,362,731	-4,362,731	-100%	$13.1M	—	—	—
Loomis Sayles & Co L P	N/A	—	3,167,601	-3,167,601	-100%	$9.5M	—	—	—
Bank of America Corp	N/A	—	2,675,861	-2,675,861	-100%	$8.0M	—	—	—
Invesco Ltd.	N/A	—	2,615,226	-2,615,226	-100%	$7.8M	—	—	—
UBS Group AG	N/A	—	2,067,609	-2,067,609	-100%	$6.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,944,824	-1,944,824	-100%	$5.8M	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,779,730	-1,779,730	-100%	$5.3M	—	—	—
Wells Fargo & Company	N/A	—	1,367,561	-1,367,561	-100%	$4.1M	—	—	—
Raymond James Financial Inc	N/A	—	1,185,398	-1,185,398	-100%	$3.6M	—	—	—
Cohen & Steers, Inc.	N/A	—	1,071,433	-1,071,433	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	828,155	-828,155	-100%	$2.5M	—	—	—
Principal Securities, Inc.	N/A	—	795,132	-795,132	-100%	$2.4M	—	—	—
Balyasny Asset Management L.P.	N/A	—	692,549	-692,549	-100%	$2.1M	—	—	—
Icon Advisers Inc	N/A	—	628,354	-628,354	-100%	$1.9M	—	—	—
1607 Capital Partners, LLC	N/A	—	506,542	-506,542	-100%	$1.5M	—	—	—
Logan Stone Capital, LLC	N/A	—	480,579	-480,579	-100%	$1.4M	—	—	—
SIT Investment Associates Inc	N/A	—	419,026	-419,026	-100%	$1.3M	—	—	—
Saba Capital Management, L.P.A	N/A	—	352,657	-352,657	-100%	$1.1M	—	—	—
Quarry LP	N/A	—	327,875	-327,875	-100%	$983.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	303,379	-303,379	-100%	$910.1K	—	—	—
Cetera Investment Advisers	N/A	—	274,848	-274,848	-100%	$824.5K	—	—	—
Royal Bank of Canada	N/A	—	221,414	-221,414	-100%	$664.0K	—	—	—
Guggenheim Capital LLC	N/A	—	214,902	-214,902	-100%	$644.7K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	205,682	-205,682	-100%	$617.0K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	176,549	-176,549	-100%	$529.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	166,642	-166,642	-100%	$499.9K	—	—	—
Robinson Capital Management, LLC	N/A	—	165,152	-165,152	-100%	$495.5K	—	—	—
Equitable Holdings, Inc.	N/A	—	141,928	-141,928	-100%	$425.8K	—	—	—
GeoWealth Management, LLC	N/A	—	137,352	-137,352	-100%	$412.1K	—	—	—
Ameriprise Financial Inc	N/A	—	134,196	-134,196	-100%	$402.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	115,588	-115,588	-100%	$346.8K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	115,501	-115,501	-100%	$347.4K	—	—	—
Stifel Financial Corp	N/A	—	107,232	-107,232	-100%	$321.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	93,133	-93,133	-100%	$279.4K	—	—	—
HighTower Advisors, LLC	N/A	—	89,261	-89,261	-100%	$267.8K	—	—	—
Everstar Asset Management, LLC	N/A	—	82,280	-82,280	-100%	$246.8K	—	—	—
Nomura Holdings Inc	N/A	—	68,064	-68,064	-100%	$204.2K	—	—	—
Private Advisor Group, LLC	N/A	—	67,317	-67,317	-100%	$202.0K	—	—	—
Adapt Wealth Advisors, LLC	N/A	—	57,556	-57,556	-100%	$172.7K	—	—	—
Alteri Wealth LLC	N/A	—	47,875	-47,875	-100%	$143.6K	—	—	—
Bank OZK	N/A	—	46,385	-46,385	-100%	$139.2K	—	—	—
Readystate Asset Management LP	N/A	—	39,117	-39,117	-100%	$117.4K	—	—	—
Boothbay Fund Management, LLC	N/A	—	31,607	-31,607	-100%	$94.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	30,903	-30,903	-100%	$92.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	28,942	-28,942	-100%	$87.0K	—	—	—
Shufro Rose & Co LLC	N/A	—	28,000	-28,000	-100%	$84.0K	—	—	—
Focus Partners Wealth	N/A	—	25,405	-25,405	-100%	$76.2K	—	—	—
Captrust Financial Advisors	N/A	—	24,780	-24,780	-100%	$74.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	24,456	-24,456	-100%	$73.4K	—	—	—
WealthTrust Axiom LLC	N/A	—	23,454	-23,454	-100%	$70.4K	—	—	—
Genesis Financial Group, LLC	N/A	—	20,861	-20,861	-100%	$62.6K	—	—	—
Clear Street Group Inc.	N/A	—	20,839	-20,839	-100%	$62.5K	—	—	—
Citadel Advisors LLC	N/A	—	19,956	-19,956	-100%	$59.9K	—	—	—
One Capital Management, LLC	N/A	—	19,105	-19,105	-100%	$61.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	18,098	-18,098	-100%	$54.3K	—	—	—
Stephens Inc	N/A	—	17,067	-17,067	-100%	$51.2K	—	—	—
AE Wealth Management LLC	N/A	—	16,626	-16,626	-100%	$49.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	14,637	-14,637	-100%	$43.9K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	12,224	-12,224	-100%	$36.7K	—	—	—
Vident Advisory, LLC	N/A	—	11,692	-11,692	-100%	$35.1K	—	—	—
XTX Topco Ltd	N/A	—	11,166	-11,166	-100%	$33.5K	—	—	—
World Investment Advisors	N/A	—	10,333	-10,333	-100%	$33.3K	—	—	—
&partners	N/A	—	10,073	-10,073	-100%	$30.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,254	-7,254	-100%	$21.8K	—	—	—
FWL Investment Management, LLC	N/A	—	7,000	-7,000	-100%	$21.0K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	6,338	-6,338	-100%	$19.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,693	-5,693	-100%	$17.1K	—	—	—
Regatta Research & Money Management	N/A	—	3,460	-3,460	-100%	$10.4K	—	—	—
Whittier Trust Co	N/A	—	3,328	-3,328	-100%	$10.0K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	3,200	-3,200	-100%	$9.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	900	-900	-100%	$2.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	800	-800	-100%	$2.4K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	492	-492	-100%	$1.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	287	-287	-100%	$861	—	—	—
Allied Private Wealth LLC	N/A	—	180	-180	-100%	$538	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$3	—	—	—

Showing 150 of 150 institutions