IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

MFS Municipal Income Trust (MFM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,576,341 from 1,024,569
Change+551,772 (+54%)
Value$7.6M (+$1.9M)
Filed 2026-10-13
Mackay Shields LLC
INCREASED
Shares1,087,087 from 333,822
Change+753,265 (+226%)
Value$5.3M (+$3.4M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares768,672 from 19,705
Change+748,967 (+3801%)
Value$3.7M (+$3.6M)
Filed 2026-11-04
Closed-End Fund Advisors, Inc.
INCREASED
Shares695,084 from 466,837
Change+228,247 (+49%)
Value$3.4M (+$747.5K)
Filed 2026-11-04
City of London Investment Management Co LTD
INCREASED
Shares572,426 from 324,887
Change+247,539 (+76%)
Value$2.8M (+$950.4K)
Filed 2026-10-30
Riverbridge Partners LLC
INCREASED
Shares551,587 from 247,902
Change+303,685 (+123%)
Value$2.7M (+$1.3M)
Filed 2026-11-05
Melfa Wealth Management, Inc.
INCREASED
Shares479,116 from 431,579
Change+47,537 (+11%)
Value$2.3M (-$101.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares447,240 from 460,275
Change-13,035 (-3%)
Value$2.2M (-$417.6K)
Filed 2026-11-02
Matisse Capital
INCREASED
Shares384,643 from 57,056
Change+327,587 (+574%)
Value$1.9M (+$1.5M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares306,709 from 143,472
Change+163,237 (+114%)
Value$1.5M (+$681.2K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares272,428 from 192,571
Change+79,857 (+41%)
Value$1.3M (+$239.0K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares206,017 from 200,972
Change+5,045 (+3%)
Value$999.0K (-$130.0K)
Filed 2026-11-02
Noble Wealth Management PBC
INCREASED
Shares202,469 from 36,760
Change+165,709 (+451%)
Value$982.0K (+$775.4K)
Filed 2026-10-01
Blue Bell Private Wealth Management, LLC
INCREASED
Shares194,662 from 108,566
Change+86,096 (+79%)
Value$944.1K (+$334.0K)
Filed 2026-10-29
Realta Investment Advisors
NEW
Shares178,505
Change+178,505
Value$865.7K
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares133,587 from 131,437
Change+2,150 (+2%)
Value$648.0K (-$91.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares93,762 from 28,657
Change+65,105 (+227%)
Value$454.7K (+$293.7K)
Filed 2026-10-23
Lido Advisors, LLC
UNCHANGED
Shares92,341 from 92,341
Change0 (0%)
Value$447.9K (-$71.1K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares86,957 from 110,699
Change-23,742 (-21%)
Value$421.7K (-$200.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares79,255 from 51,447
Change+27,808 (+54%)
Value$384.4K (+$95.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares51,077
Change+51,077
Value$251.8K
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares49,405 from 114,290
Change-64,885 (-57%)
Value$239.6K (-$402.7K)
Filed 2026-11-05
Belpointe Asset Management LLC
INCREASED
Shares49,292 from 29,244
Change+20,048 (+69%)
Value$239.1K (+$74.7K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares49,292 from 29,244
Change+20,048 (+69%)
Value$239.1K (+$74.7K)
Filed 2026-11-09
Aviance Capital Partners, LLC
INCREASED
Shares47,695 from 44,535
Change+3,160 (+7%)
Value$231.3K (-$19.0K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares47,138 from 22,224
Change+24,914 (+112%)
Value$236.6K (+$115.5K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares46,135 from 44,335
Change+1,800 (+4%)
Value$223.8K (-$25.4K)
Filed 2026-10-30
Hara Capital LLC
NEW
Shares46,128
Change+46,128
Value$223.7K
Filed 2026-10-30
Collaborative Wealth Managment Inc.
NEW
Shares38,776
Change+38,776
Value$188.1K
Filed 2026-11-06
River Street Advisors LLC
NEW
Shares31,946
Change+31,946
Value$154.9K
Filed 2026-10-22
Wealthcare Advisory Partners LLC
UNCHANGED
Shares30,606 from 30,606
Change0 (0%)
Value$148.4K (-$23.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares28,443 from 14,464
Change+13,979 (+97%)
Value$137.9K (+$56.7K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
NEW
Shares27,701
Change+27,701
Value$134.4K
Filed 2026-10-29
Fortitude Advisory Group L.L.C.
INCREASED
Shares26,243 from 10,473
Change+15,770 (+151%)
Value$127.3K (+$68.4K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
NEW
Shares26,230
Change+26,230
Value$127.2K
Filed 2026-11-03
GEN Financial Management, Inc.
NEW
Shares24,985
Change+24,985
Value$121.2K
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares24,219 from 24,183
Change+36 (+0%)
Value$117.5K (-$18.4K)
Filed 2026-11-09
Langley Wealth Management, LLC
UNCHANGED
Shares19,981 from 19,981
Change0 (0%)
Value$96.9K (-$15.4K)
Filed 2026-11-04
Integrated Capital Management, Inc.
DECREASED
Shares19,742 from 20,068
Change-326 (-2%)
Value$95.7K (-$17.0K)
Filed 2026-10-09
Wedbush Securities Inc
NEW
Shares18,168
Change+18,168
Value$88.0K
Filed 2026-10-22
Sightline Wealth Advisors, LLC
NEW
Shares17,228
Change+17,228
Value$83.6K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares16,803 from 10,240
Change+6,563 (+64%)
Value$81.5K (+$23.9K)
Filed 2026-10-08
Silverlake Wealth Management LLC
UNCHANGED
Shares16,239 from 16,239
Change0 (0%)
Value$78.8K (-$12.5K)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares13,751 from 13,751
Change0 (0%)
Value$66.7K (-$10.6K)
Filed 2026-10-27
Ackerman Capital Advisors, LLC
DECREASED
Shares13,068 from 39,535
Change-26,467 (-67%)
Value$63.4K (-$158.8K)
Filed 2026-10-30
Traub Capital Management LLC
NEW
Shares12,979
Change+12,979
Value$62.9K
Filed 2026-11-09
Prospera Financial Services Inc
NEW
Shares12,513
Change+12,513
Value$65.1K
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares12,507 from 5,644
Change+6,863 (+122%)
Value$60.7K (+$28.9K)
Filed 2026-11-05
Avior Wealth Management, LLC
NEW
Shares12,405
Change+12,405
Value$60.2K
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares11,697 from 11,697
Change0 (0%)
Value$56.7K (-$9.0K)
Filed 2026-11-05
Amarillo National Bank
UNCHANGED
Shares11,502 from 11,502
Change0 (0%)
Value$55.8K (-$8.9K)
Filed 2026-10-23
Western Wealth Management, LLC
INCREASED
Shares11,456 from 10,005
Change+1,451 (+15%)
Value$55.6K (-$667)
Filed 2026-11-09
NWF Advisory Services Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$48.5K (-$7.7K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares9,602 from 9,602
Change0 (0%)
Value$54.0K ($0)
Filed 2026-11-06
Geneos Wealth Management Inc.
NEW
Shares5,883
Change+5,883
Value$28.5K
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares4,115 from 8,010
Change-3,895 (-49%)
Value$20.0K (-$25.1K)
Filed 2026-10-16
Community Financial Services Group, LLC
UNCHANGED
Shares3,986 from 3,986
Change0 (0%)
Value$19.4K (-$2.9K)
Filed 2026-10-15
Montag A & Associates Inc
UNCHANGED
Shares3,487 from 3,487
Change0 (0%)
Value$16.9K (-$2.7K)
Filed 2026-10-29
US Bancorp \de\
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$10.1K (-$1.6K)
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
NEW
Shares1,526
Change+1,526
Value$7.4K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
NEW
Shares1,340
Change+1,340
Value$6.5K
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$6.3K (-$996)
Filed 2026-11-06
Bank of New Hampshire
INCREASED
Shares1,000 from 500
Change+500 (+100%)
Value$4.9K (+$2.0K)
Filed 2026-10-06
Highline Wealth Partners LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$3.3K (-$525)
Filed 2026-10-19
Larson Financial Group LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$2.5K (-$394)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.4K (-$385)
Filed 2026-10-05
WPG Advisers, LLC
NEW
Shares482
Change+482
Value$2.3K
Filed 2026-10-27
Bullock Wealth Management Group
NEW
Shares224
Change+224
Value$1.1K
Filed 2026-10-09
Beverly Hills Private Wealth, LLC
CLOSED
Shares0 from 22,900
Change-22,900 (-100%)
Value$0 (-$128.7K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$56.2K)
Filed 2026-10-20
Park Place Capital Corp
CLOSED
Shares0 from 7,005
Change-7,005 (-100%)
Value$0 (-$39.4K)
Filed 2026-11-09
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 3,618
Change-3,618 (-100%)
Value$0 (-$20.3K)
Filed 2026-10-26
Mascoma Wealth Management LLC
CLOSED
Shares0 from 2,241
Change-2,241 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-23
Harbour Investments, Inc.
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-09
Pathstone Holdings, LLC
N/A
Shares— from 5,415,646
Change-5,415,646 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,173,502
Change-2,173,502 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,821,270
Change-1,821,270 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,509,877
Change-1,509,877 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,212,792
Change-1,212,792 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 1,076,957
Change-1,076,957 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 1,023,943
Change-1,023,943 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 878,531
Change-878,531 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 845,307
Change-845,307 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 728,998
Change-728,998 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 716,516
Change-716,516 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 575,062
Change-575,062 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 566,526
Change-566,526 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 455,662
Change-455,662 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 449,141
Change-449,141 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 398,602
Change-398,602 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 362,000
Change-362,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 350,691
Change-350,691 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 345,429
Change-345,429 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 320,314
Change-320,314 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 303,923
Change-303,923 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 256,998
Change-256,998 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 235,722
Change-235,722 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 230,382
Change-230,382 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 197,774
Change-197,774 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 158,000
Change-158,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 152,647
Change-152,647 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 149,453
Change-149,453 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 127,250
Change-127,250 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 99,726
Change-99,726 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 86,372
Change-86,372 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 72,105
Change-72,105 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 70,307
Change-70,307 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 64,185
Change-64,185 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 62,728
Change-62,728 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 45,630
Change-45,630 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 45,238
Change-45,238 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,955
Change-44,955 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 43,758
Change-43,758 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 42,467
Change-42,467 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,345
Change-41,345 (-100%)
Value—
&partners
N/A
Shares— from 40,583
Change-40,583 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,308
Change-32,308 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 31,676
Change-31,676 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 27,678
Change-27,678 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 27,254
Change-27,254 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,305
Change-26,305 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,749
Change-25,749 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 25,564
Change-25,564 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,519
Change-22,519 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 22,511
Change-22,511 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,399
Change-22,399 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 18,111
Change-18,111 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,689
Change-17,689 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 17,412
Change-17,412 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,219
Change-16,219 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 15,886
Change-15,886 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 15,773
Change-15,773 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,462
Change-14,462 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,447
Change-14,447 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,692
Change-11,692 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 11,107
Change-11,107 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,414
Change-5,414 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61
Change-61 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED1,576,3411,024,569+551,772+54%$5.8M$7.6M+$1.9M2026-10-13
Mackay Shields LLC
INCREASED1,087,087333,822+753,265+226%$1.9M$5.3M+$3.4M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED768,67219,705+748,967+3801%$110.7K$3.7M+$3.6M2026-11-04
Closed-End Fund Advisors, Inc.
INCREASED695,084466,837+228,247+49%$2.6M$3.4M+$747.5K2026-11-04
City of London Investment Management Co LTD
INCREASED572,426324,887+247,539+76%$1.8M$2.8M+$950.4K2026-10-30
Riverbridge Partners LLC
INCREASED551,587247,902+303,685+123%$1.4M$2.7M+$1.3M2026-11-05
Melfa Wealth Management, Inc.
INCREASED479,116431,579+47,537+11%$2.4M$2.3M-$101.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED447,240460,275-13,035-3%$2.6M$2.2M-$417.6K2026-11-02
Matisse Capital
INCREASED384,64357,056+327,587+574%$320.7K$1.9M+$1.5M2026-10-29
LPL Financial LLC
INCREASED306,709143,472+163,237+114%$806.3K$1.5M+$681.2K2026-11-06
Capital Investment Advisors, LLC
INCREASED272,428192,571+79,857+41%$1.1M$1.3M+$239.0K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED206,017200,972+5,045+3%$1.1M$999.0K-$130.0K2026-11-02
Noble Wealth Management PBC
INCREASED202,46936,760+165,709+451%$206.6K$982.0K+$775.4K2026-10-01
Blue Bell Private Wealth Management, LLC
INCREASED194,662108,566+86,096+79%$610.1K$944.1K+$334.0K2026-10-29
Realta Investment Advisors
NEW178,505—+178,505——$865.7K—2026-10-14
Park Avenue Securities LLC
INCREASED133,587131,437+2,150+2%$739.0K$648.0K-$91.0K2026-10-26
Apollon Wealth Management, LLC
INCREASED93,76228,657+65,105+227%$161.1K$454.7K+$293.7K2026-10-23
Lido Advisors, LLC
UNCHANGED92,34192,34100%$519.0K$447.9K-$71.1K2026-11-04
Creative Planning
DECREASED86,957110,699-23,742-21%$622.1K$421.7K-$200.4K2026-11-02
Kestra Advisory Services, LLC
INCREASED79,25551,447+27,808+54%$289.1K$384.4K+$95.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW51,077—+51,077——$251.8K—2026-10-13
Bank of New York Mellon Corp
DECREASED49,405114,290-64,885-57%$642.3K$239.6K-$402.7K2026-11-05
Belpointe Asset Management LLC
INCREASED49,29229,244+20,048+69%$164.4K$239.1K+$74.7K2026-11-09
Fortis Capital Advisors, LLC
INCREASED49,29229,244+20,048+69%$164.4K$239.1K+$74.7K2026-11-09
Aviance Capital Partners, LLC
INCREASED47,69544,535+3,160+7%$250.3K$231.3K-$19.0K2026-10-29
Chicago Partners Investment Group LLC
INCREASED47,13822,224+24,914+112%$121.1K$236.6K+$115.5K2026-10-27
Truist Financial Corp
INCREASED46,13544,335+1,800+4%$249.2K$223.8K-$25.4K2026-10-30
Hara Capital LLC
NEW46,128—+46,128——$223.7K—2026-10-30
Collaborative Wealth Managment Inc.
NEW38,776—+38,776——$188.1K—2026-11-06
River Street Advisors LLC
NEW31,946—+31,946——$154.9K—2026-10-22
Wealthcare Advisory Partners LLC
UNCHANGED30,60630,60600%$172.0K$148.4K-$23.6K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED28,44314,464+13,979+97%$81.3K$137.9K+$56.7K2026-10-16
Koshinski Asset Management, Inc.
NEW27,701—+27,701——$134.4K—2026-10-29
Fortitude Advisory Group L.L.C.
INCREASED26,24310,473+15,770+151%$58.9K$127.3K+$68.4K2026-10-15
Ashton Thomas Private Wealth, LLC
NEW26,230—+26,230——$127.2K—2026-11-03
GEN Financial Management, Inc.
NEW24,985—+24,985——$121.2K—2026-10-13
Compound Planning, Inc.
INCREASED24,21924,183+36+0%$135.9K$117.5K-$18.4K2026-11-09
Langley Wealth Management, LLC
UNCHANGED19,98119,98100%$112.3K$96.9K-$15.4K2026-11-04
Integrated Capital Management, Inc.
DECREASED19,74220,068-326-2%$112.8K$95.7K-$17.0K2026-10-09
Wedbush Securities Inc
NEW18,168—+18,168——$88.0K—2026-10-22
Sightline Wealth Advisors, LLC
NEW17,228—+17,228——$83.6K—2026-10-21
Farther Finance Advisors, LLC
INCREASED16,80310,240+6,563+64%$57.5K$81.5K+$23.9K2026-10-08
Silverlake Wealth Management LLC
UNCHANGED16,23916,23900%$91.3K$78.8K-$12.5K2026-10-21
Bokf, NA
UNCHANGED13,75113,75100%$77.3K$66.7K-$10.6K2026-10-27
Ackerman Capital Advisors, LLC
DECREASED13,06839,535-26,467-67%$222.2K$63.4K-$158.8K2026-10-30
Traub Capital Management LLC
NEW12,979—+12,979——$62.9K—2026-11-09
Prospera Financial Services Inc
NEW12,513—+12,513——$65.1K—2026-11-04
Fifth Third Bancorp
INCREASED12,5075,644+6,863+122%$31.7K$60.7K+$28.9K2026-11-05
Avior Wealth Management, LLC
NEW12,405—+12,405——$60.2K—2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED11,69711,69700%$65.7K$56.7K-$9.0K2026-11-05
Amarillo National Bank
UNCHANGED11,50211,50200%$64.6K$55.8K-$8.9K2026-10-23
Western Wealth Management, LLC
INCREASED11,45610,005+1,451+15%$56.2K$55.6K-$6672026-11-09
NWF Advisory Services Inc.
UNCHANGED10,00010,00000%$56.2K$48.5K-$7.7K2026-10-19
Allworth Financial LP
UNCHANGED9,6029,60200%$54.0K$54.0K$02026-11-06
Geneos Wealth Management Inc.
NEW5,883—+5,883——$28.5K—2026-11-09
IFP Advisors, Inc
DECREASED4,1158,010-3,895-49%$45.0K$20.0K-$25.1K2026-10-16
Community Financial Services Group, LLC
UNCHANGED3,9863,98600%$22.4K$19.4K-$2.9K2026-10-15
Montag A & Associates Inc
UNCHANGED3,4873,48700%$19.6K$16.9K-$2.7K2026-10-29
US Bancorp \de\
UNCHANGED2,0802,08000%$11.7K$10.1K-$1.6K2026-11-05
Foresight Capital Management Advisors, Inc.
NEW1,526—+1,526——$7.4K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
NEW1,340—+1,340——$6.5K—2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED1,2941,29400%$7.3K$6.3K-$9962026-11-06
Bank of New Hampshire
INCREASED1,000500+500+100%$2.8K$4.9K+$2.0K2026-10-06
Highline Wealth Partners LLC
UNCHANGED68268200%$3.8K$3.3K-$5252026-10-19
Larson Financial Group LLC
UNCHANGED51151100%$2.9K$2.5K-$3942026-11-05
Eastern Bank
UNCHANGED50050000%$2.8K$2.4K-$3852026-10-05
WPG Advisers, LLC
NEW482—+482——$2.3K—2026-10-27
Bullock Wealth Management Group
NEW224—+224——$1.1K—2026-10-09
Beverly Hills Private Wealth, LLC
CLOSED022,900-22,900-100%$128.7K$0-$128.7K2026-11-04
Commonwealth Financial Services, LLC
CLOSED010,000-10,000-100%$56.2K$0-$56.2K2026-10-20
Park Place Capital Corp
CLOSED07,005-7,005-100%$39.4K$0-$39.4K2026-11-09
Commonwealth Retirement Investments LLC
CLOSED03,618-3,618-100%$20.3K$0-$20.3K2026-10-26
Mascoma Wealth Management LLC
CLOSED02,241-2,241-100%$12.6K$0-$12.6K2026-10-23
Harbour Investments, Inc.
CLOSED01,256-1,256-100%$7.1K$0-$7.1K2026-11-09
Pathstone Holdings, LLC
N/A—5,415,646-5,415,646-100%$30.4M———
Bank of America Corp
N/A—2,173,502-2,173,502-100%$12.2M———
UBS Group AG
N/A—1,821,270-1,821,270-100%$10.2M———
Rivernorth Capital Management, LLC
N/A—1,509,877-1,509,877-100%$8.5M———
Advisors Asset Management, Inc.
N/A—1,212,792-1,212,792-100%$6.8M———
Robinson Capital Management, LLC
N/A—1,076,957-1,076,957-100%$6.1M———
Saba Capital Management, L.P.A
N/A—1,023,943-1,023,943-100%$5.8M———
Almitas Capital LLC
N/A—878,531-878,531-100%$4.9M———
Guggenheim Capital LLC
N/A—845,307-845,307-100%$4.8M———
Van Eck Associates Corp
N/A—728,998-728,998-100%$4.1M———
Janney Montgomery Scott LLC
N/A—716,516-716,516-100%$4.0M———
Whitebox Advisors LLC
N/A—575,062-575,062-100%$3.2M———
Morgan Stanley
N/A—566,526-566,526-100%$3.2M———
Invesco Ltd.
N/A—455,662-455,662-100%$2.6M———
Summit Financial, LLC
N/A—449,141-449,141-100%$2.5M———
Osaic Holdings, Inc.
N/A—398,602-398,602-100%$2.2M———
Envestnet Asset Management Inc
N/A—362,000-362,000-100%$2.0M———
Raymond James Financial Inc
N/A—350,691-350,691-100%$2.0M———
Thomas J. Herzfeld Advisors, Inc.
N/A—345,429-345,429-100%$1.9M———
NewEdge Advisors, LLC
N/A—320,314-320,314-100%$1.8M———
SIT Investment Associates Inc
N/A—303,923-303,923-100%$1.7M———
Logan Stone Capital, LLC
N/A—256,998-256,998-100%$1.4M———
Wells Fargo & Company
N/A—235,722-235,722-100%$1.3M———
Bulldog Investors, LLPA
N/A—230,382-230,382-100%$1.3M———
Balanced Wealth Group LLC
N/A—197,774-197,774-100%$1.1M———
Cohen & Steers, Inc.
N/A—158,000-158,000-100%$888.0K———
Rockefeller Capital Management L.P.
N/A—152,647-152,647-100%$857.9K———
Royal Bank of Canada
N/A—149,453-149,453-100%$840.0K———
Bridgewater Advisors Inc.
N/A—127,250-127,250-100%$683.3K———
Ameriprise Financial Inc
N/A—99,726-99,726-100%$560.5K———
Rothschild Investment LLC
N/A—86,372-86,372-100%$485.4K———
Captrust Financial Advisors
N/A—72,105-72,105-100%$405.2K———
Tyche Wealth Partners LLC
N/A—70,307-70,307-100%$395.1K———
Cetera Investment Advisers
N/A—64,185-64,185-100%$360.7K———
Equitable Holdings, Inc.
N/A—62,728-62,728-100%$352.5K———
Novak & Powell Financial Services, Inc.
N/A—45,630-45,630-100%$256.4K———
MML Investors Services, LLC
N/A—45,238-45,238-100%$254.2K———
Northwestern Mutual Wealth Management Co
N/A—44,955-44,955-100%$252.6K———
Focus Partners Wealth
N/A—43,758-43,758-100%$245.9K———
Mutual Advisors, LLC
N/A—42,467-42,467-100%$238.7K———
Citadel Advisors LLC
N/A—41,345-41,345-100%$232.4K———
&partners
N/A—40,583-40,583-100%$228.1K———
HighTower Advisors, LLC
N/A—32,308-32,308-100%$181.6K———
Readystate Asset Management LP
N/A—31,676-31,676-100%$178.0K———
PFG Investments, LLC
N/A—27,678-27,678-100%$155.6K———
1607 Capital Partners, LLC
N/A—27,254-27,254-100%$153.2K———
Beacon Pointe Advisors, LLC
N/A—26,305-26,305-100%$147.8K———
Stifel Financial Corp
N/A—25,749-25,749-100%$144.7K———
Baird Financial Group, Inc.
N/A—25,564-25,564-100%$143.7K———
Waverly Advisors, LLC
N/A—22,519-22,519-100%$126.6K———
Evolve Private Wealth, LLC
N/A—22,511-22,511-100%$126.5K———
Susquehanna International Group, LLP
N/A—22,399-22,399-100%$125.9K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$112.4K———
Ethos Financial Group, LLC
N/A—18,111-18,111-100%$97.6K———
Integrated Wealth Concepts LLC
N/A—17,689-17,689-100%$99.4K———
Horizon Kinetics Asset Management LLC
N/A—17,412-17,412-100%$97.9K———
Mariner, LLC
N/A—16,219-16,219-100%$91.2K———
Canal Capital Management, LLC
N/A—15,886-15,886-100%$89.3K———
Davis R M Inc
N/A—15,773-15,773-100%$88.6K———
World Investment Advisors
N/A—14,462-14,462-100%$78.0K———
Mercer Global Advisors Inc
N/A—14,447-14,447-100%$81.2K———
Sanctuary Advisors, LLC
N/A—11,692-11,692-100%$65.7K———
Jane Street Group, LLC
N/A—11,554-11,554-100%$64.9K———
Adapt Wealth Advisors, LLC
N/A—11,107-11,107-100%$62.4K———
Spirepoint Private Client, LLC
N/A—10,083-10,083-100%$56.7K———
Colonial Trust Advisors
N/A—5,414-5,414-100%$30.4K———
BFC Planning, Inc.
N/A—5,335-5,335-100%$30.0K———
Steward Partners Investment Advisory, LLC
N/A—2,361-2,361-100%$13.3K———
Anchor Investment Management, LLC
N/A—650-650-100%$3.7K———
Bogart Wealth, LLC
N/A—101-101-100%$565———
Arax Advisory Partners
N/A—61-61-100%$343———
Showing 145 of 145 institutions