KKR Income Opportunities (KIO)

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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Rareview Capital LLC

INCREASED

Shares217,605 from 198,863

Change+18,742 (+9%)

Value$2.2M (-$256.4K)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares202,662 from 217,250

Change-14,588 (-7%)

Value$2.1M (-$358.8K)

Filed 2026-11-06

Capital Investment Advisors, LLC

DECREASED

Shares132,754 from 135,975

Change-3,221 (-2%)

Value$1.4M (-$163.7K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares107,834 from 114,389

Change-6,555 (-6%)

Value$1.1K (-$1.3M)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares103,323 from 101,737

Change+1,586 (+2%)

Value$1.1M (-$81.3K)

Filed 2026-11-05

Joseph P. Lucia & Associates, LLC

DECREASED

Shares97,273 from 100,022

Change-2,749 (-3%)

Value$1.0M (-$124.3K)

Filed 2026-10-30

Wedbush Securities Inc

INCREASED

Shares73,443 from 61,574

Change+11,869 (+19%)

Value$756 (-$692.2K)

Filed 2026-10-22

Carnegie Lake Advisors LLC

UNCHANGED

Shares42,874 from 42,874

Change0 (0%)

Value$441.6K (-$41.2K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares39,930 from 39,900

Change+30 (+0%)

Value$411.3K (-$38.0K)

Filed 2026-11-05

Aviance Capital Partners, LLC

DECREASED

Shares39,654 from 41,051

Change-1,397 (-3%)

Value$408.4K (-$53.8K)

Filed 2026-10-29

Shaker Financial Services, LLC

DECREASED

Shares37,893 from 175,575

Change-137,682 (-78%)

Value$390.3K (-$1.6M)

Filed 2026-10-14

Total Wealth Planning & Management, Inc.

INCREASED

Shares34,872 from 29,238

Change+5,634 (+19%)

Value$359.2K (+$30.0K)

Filed 2026-10-23

Uncommon Cents Investing Inc

DECREASED

Shares32,473 from 32,785

Change-312 (-1%)

Value$334.5K (-$34.7K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares22,542 from 20,040

Change+2,502 (+12%)

Value$229.9K (+$2.5K)

Filed 2026-10-13

Blue Trust, Inc.

NEW

Shares21,094

Change+21,094

Value$217.3K

Filed 2026-10-15

Apollon Wealth Management, LLC

INCREASED

Shares20,096 from 19,629

Change+467 (+2%)

Value$207.0K (-$14.0K)

Filed 2026-10-23

Advisory Solutions Group, LLC

NEW

Shares19,022

Change+19,022

Value$195.9K

Filed 2026-10-14

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares16,066 from 16,066

Change0 (0%)

Value$165.5K (-$15.4K)

Filed 2026-10-15

SeaCrest Wealth Management, LLC

INCREASED

Shares15,929 from 15,682

Change+247 (+2%)

Value$164.1K (-$12.5K)

Filed 2026-10-21

Herold Advisors, Inc.

INCREASED

Shares15,225 from 14,440

Change+785 (+5%)

Value$156.8K (-$6.2K)

Filed 2026-10-19

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares13,729 from 13,992

Change-263 (-2%)

Value$141.4K (-$16.1K)

Filed 2026-10-13

Graves Light Lenhart Wealth, Inc.

UNCHANGED

Shares13,728 from 13,728

Change0 (0%)

Value$141.4K (-$13.2K)

Filed 2026-10-09

Concurrent Investment Advisors, LLC

UNCHANGED

Shares13,464 from 13,464

Change0 (0%)

Value$138.7K (-$12.9K)

Filed 2026-10-16

Uhlmann Price Securities, LLC

INCREASED

Shares13,314 from 12,877

Change+437 (+3%)

Value$137.1K (-$7.9K)

Filed 2026-11-03

Kestra Advisory Services, LLC

NEW

Shares11,901

Change+11,901

Value$122.6K

Filed 2026-11-02

Creative Planning

UNCHANGED

Shares11,306 from 11,306

Change0 (0%)

Value$116.5K (-$10.9K)

Filed 2026-11-02

Csenge Advisory Group

NEW

Shares11,182

Change+11,182

Value$115.2K

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares10,520 from 10,520

Change0 (0%)

Value$108.4K (-$10.1K)

Filed 2026-10-08

B. Riley Wealth Advisors, Inc.

INCREASED

Shares10,229 from 10,148

Change+81 (+1%)

Value$105.4K (-$9.2K)

Filed 2026-10-13

Oppenheimer & Co Inc

NEW

Shares10,015

Change+10,015

Value$103.2K

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares5,076 from 5,076

Change0 (0%)

Value$52.3K (-$4.9K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

UNCHANGED

Shares2,971 from 2,971

Change0 (0%)

Value$30.6K (-$2.9K)

Filed 2026-11-04

Wolverine Asset Management LLC

NEW

Shares2,896

Change+2,896

Value$29.8K

Filed 2026-11-02

PNC Financial Services Group, Inc.

NEW

Shares1,902

Change+1,902

Value$19.6K

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares1,158 from 1,361

Change-203 (-15%)

Value$11.9K (-$3.4K)

Filed 2026-10-27

Noble Wealth Management PBC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$8.2K (-$768)

Filed 2026-10-01

WPG Advisers, LLC

UNCHANGED

Shares541 from 541

Change0 (0%)

Value$5.6K (-$520)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.6K (-$240)

Filed 2026-10-19

Compass Financial Management LLC

INCREASED

Shares209 from 205

Change+4 (+2%)

Value$2.2K (-$150)

Filed 2026-10-30

Citigroup Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$10 (-$1)

Filed 2026-11-04

Gill Capital Partners, LLC

CLOSED

Shares0 from 11,018

Change-11,018 (-100%)

Value$0 (-$124.1K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 5,372

Change-5,372 (-100%)

Value$0 (-$60.5K)

Filed 2026-10-15

Mountain Hill Investment Partners Corp.

CLOSED

Shares0 from 163

Change-163 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-23

Strategic Advocates LLC

CLOSED

Shares0 from 135

Change-135 (-100%)

Value$0 (-$1.5K)

Filed 2026-11-03

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 93

Change-93 (-100%)

Value$0 (-$1.0K)

Filed 2026-11-03

Tsfg, LLC

CLOSED

Shares0 from 67

Change-67 (-100%)

Value$0 (-$1)

Filed 2026-10-23

Assetmark, Inc

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$180)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 2,996,729

Change-2,996,729 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,161,643

Change-1,161,643 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 851,503

Change-851,503 (-100%)

Value—

UBS Group AG

N/A

Shares— from 646,653

Change-646,653 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 548,460

Change-548,460 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 536,534

Change-536,534 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 348,013

Change-348,013 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 216,679

Change-216,679 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 162,934

Change-162,934 (-100%)

Value—

Significant Wealth Partners LLC

N/A

Shares— from 143,556

Change-143,556 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 125,904

Change-125,904 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 114,454

Change-114,454 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 100,812

Change-100,812 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 87,779

Change-87,779 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 80,300

Change-80,300 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 79,150

Change-79,150 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 76,286

Change-76,286 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 73,782

Change-73,782 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 57,913

Change-57,913 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 52,154

Change-52,154 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 47,659

Change-47,659 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 47,370

Change-47,370 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 45,520

Change-45,520 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 43,469

Change-43,469 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 40,333

Change-40,333 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 38,341

Change-38,341 (-100%)

Value—

Stephens Inc

N/A

Shares— from 36,723

Change-36,723 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 30,368

Change-30,368 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 28,615

Change-28,615 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,857

Change-26,857 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 22,813

Change-22,813 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 20,889

Change-20,889 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 17,793

Change-17,793 (-100%)

Value—

RIK Saylor Financial, Inc.

N/A

Shares— from 15,785

Change-15,785 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 13,654

Change-13,654 (-100%)

Value—

Plotkin Financial Advisors, LLC

N/A

Shares— from 12,938

Change-12,938 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,242

Change-12,242 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 11,102

Change-11,102 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,693

Change-6,693 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,769

Change-3,769 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,753

Change-2,753 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,693

Change-1,693 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,504

Change-1,504 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,305

Change-1,305 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 574

Change-574 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 371

Change-371 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 230

Change-230 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 114

Change-114 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 41

Change-41 (-100%)

Value—

	Status
Rareview Capital LLC	INCREASED	217,605	198,863	+18,742	+9%	$2.5M	$2.2M	-$256.4K	2026-11-05
LPL Financial LLC	DECREASED	202,662	217,250	-14,588	-7%	$2.4M	$2.1M	-$358.8K	2026-11-06
Capital Investment Advisors, LLC	DECREASED	132,754	135,975	-3,221	-2%	$1.5M	$1.4M	-$163.7K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	107,834	114,389	-6,555	-6%	$1.3M	$1.1K	-$1.3M	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	103,323	101,737	+1,586	+2%	$1.1M	$1.1M	-$81.3K	2026-11-05
Joseph P. Lucia & Associates, LLC	DECREASED	97,273	100,022	-2,749	-3%	$1.1M	$1.0M	-$124.3K	2026-10-30
Wedbush Securities Inc	INCREASED	73,443	61,574	+11,869	+19%	$693.0K	$756	-$692.2K	2026-10-22
Carnegie Lake Advisors LLC	UNCHANGED	42,874	42,874	0	0%	$482.8K	$441.6K	-$41.2K	2026-11-06
Fifth Third Bancorp	INCREASED	39,930	39,900	+30	+0%	$449.3K	$411.3K	-$38.0K	2026-11-05
Aviance Capital Partners, LLC	DECREASED	39,654	41,051	-1,397	-3%	$462.2K	$408.4K	-$53.8K	2026-10-29
Shaker Financial Services, LLC	DECREASED	37,893	175,575	-137,682	-78%	$2.0M	$390.3K	-$1.6M	2026-10-14
Total Wealth Planning & Management, Inc.	INCREASED	34,872	29,238	+5,634	+19%	$329.2K	$359.2K	+$30.0K	2026-10-23
Uncommon Cents Investing Inc	DECREASED	32,473	32,785	-312	-1%	$369.2K	$334.5K	-$34.7K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	22,542	20,040	+2,502	+12%	$227.5K	$229.9K	+$2.5K	2026-10-13
Blue Trust, Inc.	NEW	21,094	—	+21,094	—	—	$217.3K	—	2026-10-15
Apollon Wealth Management, LLC	INCREASED	20,096	19,629	+467	+2%	$221.0K	$207.0K	-$14.0K	2026-10-23
Advisory Solutions Group, LLC	NEW	19,022	—	+19,022	—	—	$195.9K	—	2026-10-14
Fortitude Advisory Group L.L.C.	UNCHANGED	16,066	16,066	0	0%	$180.9K	$165.5K	-$15.4K	2026-10-15
SeaCrest Wealth Management, LLC	INCREASED	15,929	15,682	+247	+2%	$176.6K	$164.1K	-$12.5K	2026-10-21
Herold Advisors, Inc.	INCREASED	15,225	14,440	+785	+5%	$163.0K	$156.8K	-$6.2K	2026-10-19
Hennion & Walsh Asset Management, Inc.	DECREASED	13,729	13,992	-263	-2%	$157.6K	$141.4K	-$16.1K	2026-10-13
Graves Light Lenhart Wealth, Inc.	UNCHANGED	13,728	13,728	0	0%	$154.6K	$141.4K	-$13.2K	2026-10-09
Concurrent Investment Advisors, LLC	UNCHANGED	13,464	13,464	0	0%	$151.6K	$138.7K	-$12.9K	2026-10-16
Uhlmann Price Securities, LLC	INCREASED	13,314	12,877	+437	+3%	$145.0K	$137.1K	-$7.9K	2026-11-03
Kestra Advisory Services, LLC	NEW	11,901	—	+11,901	—	—	$122.6K	—	2026-11-02
Creative Planning	UNCHANGED	11,306	11,306	0	0%	$127.3K	$116.5K	-$10.9K	2026-11-02
Csenge Advisory Group	NEW	11,182	—	+11,182	—	—	$115.2K	—	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	10,520	10,520	0	0%	$118.5K	$108.4K	-$10.1K	2026-10-08
B. Riley Wealth Advisors, Inc.	INCREASED	10,229	10,148	+81	+1%	$114.6K	$105.4K	-$9.2K	2026-10-13
Oppenheimer & Co Inc	NEW	10,015	—	+10,015	—	—	$103.2K	—	2026-10-26
US Bancorp \de\	UNCHANGED	5,076	5,076	0	0%	$57.2K	$52.3K	-$4.9K	2026-11-05
EverSource Wealth Advisors, LLC	UNCHANGED	2,971	2,971	0	0%	$33.5K	$30.6K	-$2.9K	2026-11-04
Wolverine Asset Management LLC	NEW	2,896	—	+2,896	—	—	$29.8K	—	2026-11-02
PNC Financial Services Group, Inc.	NEW	1,902	—	+1,902	—	—	$19.6K	—	2026-11-06
Pinnacle Wealth Planning Services, Inc.	DECREASED	1,158	1,361	-203	-15%	$15.3K	$11.9K	-$3.4K	2026-10-27
Noble Wealth Management PBC	UNCHANGED	800	800	0	0%	$9.0K	$8.2K	-$768	2026-10-01
WPG Advisers, LLC	UNCHANGED	541	541	0	0%	$6.1K	$5.6K	-$520	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$2.8K	$2.6K	-$240	2026-10-19
Compass Financial Management LLC	INCREASED	209	205	+4	+2%	$2.3K	$2.2K	-$150	2026-10-30
Citigroup Inc	UNCHANGED	1	1	0	0%	$11	$10	-$1	2026-11-04
Gill Capital Partners, LLC	CLOSED	0	11,018	-11,018	-100%	$124.1K	$0	-$124.1K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	5,372	-5,372	-100%	$60.5K	$0	-$60.5K	2026-10-15
Mountain Hill Investment Partners Corp.	CLOSED	0	163	-163	-100%	$1.8K	$0	-$1.8K	2026-10-23
Strategic Advocates LLC	CLOSED	0	135	-135	-100%	$1.5K	$0	-$1.5K	2026-11-03
JFS Wealth Advisors, LLC	CLOSED	0	93	-93	-100%	$1.0K	$0	-$1.0K	2026-11-03
Tsfg, LLC	CLOSED	0	67	-67	-100%	$1	$0	-$1	2026-10-23
Assetmark, Inc	CLOSED	0	16	-16	-100%	$180	$0	-$180	2026-10-21
Morgan Stanley	N/A	—	2,996,729	-2,996,729	-100%	$33.7M	—	—	—
Penserra Capital Management LLC	N/A	—	1,161,643	-1,161,643	-100%	$13.1M	—	—	—
Guggenheim Capital LLC	N/A	—	851,503	-851,503	-100%	$9.6M	—	—	—
UBS Group AG	N/A	—	646,653	-646,653	-100%	$7.3M	—	—	—
Wells Fargo & Company	N/A	—	548,460	-548,460	-100%	$6.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	536,534	-536,534	-100%	$6.0M	—	—	—
Bank of America Corp	N/A	—	348,013	-348,013	-100%	$3.9M	—	—	—
Kovack Advisors, Inc.	N/A	—	216,679	-216,679	-100%	$2.5M	—	—	—
Karpus Management, Inc.	N/A	—	162,934	-162,934	-100%	$1.8M	—	—	—
Significant Wealth Partners LLC	N/A	—	143,556	-143,556	-100%	$1.6M	—	—	—
Invesco Ltd.	N/A	—	125,904	-125,904	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	114,454	-114,454	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	100,812	-100,812	-100%	$1.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	87,779	-87,779	-100%	$988.0K	—	—	—
SIT Investment Associates Inc	N/A	—	80,300	-80,300	-100%	$904.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	79,150	-79,150	-100%	$891.2K	—	—	—
Royal Bank of Canada	N/A	—	76,286	-76,286	-100%	$859.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	73,782	-73,782	-100%	$830.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	57,913	-57,913	-100%	$652.1K	—	—	—
Robinson Capital Management, LLC	N/A	—	52,154	-52,154	-100%	$587.3K	—	—	—
Bramshill Investments, LLC	N/A	—	47,659	-47,659	-100%	$536.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	47,370	-47,370	-100%	$533.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	45,520	-45,520	-100%	$512.6K	—	—	—
PFG Investments, LLC	N/A	—	43,469	-43,469	-100%	$489.5K	—	—	—
Arax Advisory Partners	N/A	—	40,333	-40,333	-100%	$454.2K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	38,341	-38,341	-100%	$431.7K	—	—	—
Stephens Inc	N/A	—	36,723	-36,723	-100%	$413.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	30,368	-30,368	-100%	$342.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	28,615	-28,615	-100%	$322.2K	—	—	—
XTX Topco Ltd	N/A	—	26,857	-26,857	-100%	$302.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	22,813	-22,813	-100%	$256.9K	—	—	—
WealthTrust Axiom LLC	N/A	—	20,889	-20,889	-100%	$235.2K	—	—	—
Stifel Financial Corp	N/A	—	17,793	-17,793	-100%	$200.3K	—	—	—
RIK Saylor Financial, Inc.	N/A	—	15,785	-15,785	-100%	$177.7K	—	—	—
BlackRock, Inc.	N/A	—	13,654	-13,654	-100%	$153.8K	—	—	—
Plotkin Financial Advisors, LLC	N/A	—	12,938	-12,938	-100%	$145.7K	—	—	—
HighTower Advisors, LLC	N/A	—	12,242	-12,242	-100%	$137.8K	—	—	—
Gator Capital Management, LLC	N/A	—	11,102	-11,102	-100%	$125.0K	—	—	—
BFC Planning, Inc.	N/A	—	6,693	-6,693	-100%	$75.4K	—	—	—
Bessemer Group Inc	N/A	—	6,000	-6,000	-100%	$68.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,769	-3,769	-100%	$42.4K	—	—	—
Harbour Investments, Inc.	N/A	—	2,753	-2,753	-100%	$31.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,693	-1,693	-100%	$19.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,504	-1,504	-100%	$16.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,305	-1,305	-100%	$14.7K	—	—	—
Osbon Capital Management LLC	N/A	—	574	-574	-100%	$6.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	371	-371	-100%	$4.2K	—	—	—
JPMorgan Chase & Co	N/A	—	230	-230	-100%	$2.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	162	-162	-100%	$1.8K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	114	-114	-100%	$1.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	41	-41	-100%	$462	—	—	—

Showing 98 of 98 institutions